VIRGINIA OSTEOPATHIC MEDICAL ASSOCIATION (EIN 541067816) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1913

Legal Domicile

Principal Officer

K JOSEPH HEATON DO

Phone

7037315981

Tax Period

2023-10-01 to 2024-09-30

VIRGINIA OSTEOPATHIC MEDICAL ASSOCIATION, founded in 1913, is a small nonprofit that reported $274K in total revenue in fiscal year 2017. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $136K, a strong 50% operating margin.

Mission

PROMOTE OSTEOPATHIC PRINCIPLES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $68,875

Program Service Revenue $201,667

Investment Income $78,666

Other Revenue $0

TOTAL REVENUE $349,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,157

Other Expenses $165,362

TOTAL EXPENSES $165,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$349,208	$265,674	+0.3%
Expenses	$165,362	N/A	N/A
Net Income	$183,846	$265,674	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFERY GROESBECK	IMMEDIATE PAST PRESIDENT	5.00	Officer	$0	$0	$0
ROY E HEATON DO	TREASURER	5.00	Officer	$0	$0	$0
CARL HOEGERL	PRESIDENT	5.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$349,208	$165,362	$1,817,199	$183,846
2023	$265,674	$155,863	$1,570,195	$109,811
2022	$307,858	$141,330	$1,407,419	$166,528
2021	$292,465	$125,475	$1,331,729	$166,990
2020	$186,889	$100,003	$1,164,740	$86,886
2019	$160,949	$125,473	$1,077,854	$35,476
2018	$273,879	$138,125	$1,042,378	$135,754

VIRGINIA OSTEOPATHIC MEDICAL ASSOCIATION