American College of Osteopathic Surgeons Affiliates (EIN 541581099) - 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

Principal Officer

Valerie L Sheridan

Phone

7036840416

Tax Period

2024-07-01 to 2025-06-30

American College of Osteopathic Surgeons Affiliates is a small nonprofit that reported $246K in total revenue in fiscal year 2017. Revenue surged 141% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 36% operating margin.

Mission

Educate osteopathic surgeons-specific disciplines.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,000

Program Service Revenue $377,977

Investment Income $21,339

Other Revenue $0

TOTAL REVENUE $401,316

Expense Breakdown

Grants Paid $32,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $296,277

TOTAL EXPENSES $328,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$401,316	$375,868	+0.1%
Expenses	$328,777	$282,631	+0.2%
Net Income	$72,539	$93,237	-0.2%

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

Independent Members

Employees

N/A

Volunteers

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
Kayla Brown	Chair Academic A & E - RM	1.00	Officer Director	$0	$0	$0
David Mann	Governor - Chair RM	1.00	Officer Director	$0	$0	$0
Sharon Beth Larson	Governor/Chair - CTV	1.00	Officer Director	$0	$0	$0
Tanya Minasian	Governor/Chair - NS	1.00	Officer Director	$0	$0	$0
Allie Heineman	Governor/Chair - SOSA-MSS	1.00	Officer Director	$0	$0	$0
Moez Khorsandi	Governor/Chair - US	1.00	Officer Director	$0	$0	$0
Michelle Southard	Governor/Chair- PLR	1.00	Officer Director	$0	$0	$0
Shannon Davis	Governor/Past Chair - GS	1.00	Officer Director	$0	$0	$0
Julie Ann Caffrey	GovernorChair - GS	1.00	Officer Director	$0	$0	$0
Herbert Oye	Chair Elect - CTV	1.00	Officer Director	$0	$0	$0
Daniel Wu	Chair Elect - GS	1.00	Officer Director	$0	$0	$0
Daniel A Carr	Chair Elect - NS	1.00	Officer Director	$0	$0	$0
Brandon Specht	Chair Elect - PLR	1.00	Officer Director	$0	$0	$0
Zachary Brennan	Chair Elect - RM	1.00	Officer Director	$0	$0	$0
William Huff	Chair Elect - SOSA-MSS	1.00	Officer Director	$0	$0	$0
Karla Witzke	Chair Elect - US	1.00	Officer Director	$0	$0	$0
Peter U Baik	Past Chair - CTV	1.00	Officer Director	$0	$0	$0
Alexandra D Beier	Past Chair - NS	1.00	Officer Director	$0	$0	$0
Jared Storck	Past Chair - PLR	1.00	Officer Director	$0	$0	$0
Nicholas Kinder	Past Chair - RM	1.00	Officer Director	$0	$0	$0
Lynne McCormick	Past Chair - US	1.00	Officer Director	$0	$0	$0
Hannah Valdez	Secretary - SOSA-MSS	1.00	Officer Director	$0	$0	$0
Carmen Piccolo	Secretary Treasurer - CTV	1.00	Officer Director	$0	$0	$0
Victoria Moscardelli	Secretary Treasurer - GS	1.00	Officer Director	$0	$0	$0
Sudhakaar Vadivelu	Secretary Treasurer - NS	1.00	Officer Director	$0	$0	$0
Grace Young	Secretary Treasurer - RM	1.00	Officer Director	$0	$0	$0
Kenneth Shockley	Secretary Treasurer - US	1.00	Officer Director	$0	$0	$0
John Paul Palu-Regan	Secretary-Treasurer - PLR	1.00	Officer Director	$0	$0	$0
Emily Stack	Treasurer - SOSA-MSS	1.00	Officer Director	$0	$0	$0
Rachel Oppenheim	Member-At-Large - RM	1.00	Director	$0	$0	$0
Nicole Duskey	Communications - SOSA-MSS	1.00	Director	$0	$0	$0
Skylar Beerman	Research - SOSA-MSS	1.00	Director	$0	$0	$0
Jia Yi Koh	Convention - SOSA-MSS	1.00	Director	$0	$0	$0
Andrea Schmitt	Technology - SOSA-MSS	1.00	Director	$0	$0	$0
J Bracken Burns Jr	Governor - GS	1.00	Director	$0	$0	$0
Nelayda Fonte	Governor - GS	1.00	Director	$0	$0	$0
Benjamin Lam	Governor - PLR	1.00	Director	$0	$0	$0
Francesco Mangano	Governor - NS	1.00	Director	$0	$0	$0
J Franklin Oaks Jr	Governor - CTV	1.00	Director	$0	$0	$0
Daniel Pacella	Governor - GS	1.00	Director	$0	$0	$0
Kelly Gabel	Governor - GS	1.00	Director	$0	$0	$0
Francis Kralick	Governor - NS	1.00	Director	$0	$0	$0
Jesse Lopez	Governor - GS	1.00	Director	$0	$0	$0
Olutayo Sogunro	Governor - GS	1.00	Director	$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
2025	$401,316	$328,777	$1,732,922	$72,539
2024	$375,868	$282,631	$1,662,808	$93,237
2023	$370,903	$269,338	$1,543,411	$101,565
2022	$268,711	$107,668	$1,409,480	$161,043
2021	$324,030	$65,726	$1,255,438	$258,304
2020	$237,180	$210,146	$982,487	$27,034
2019	$266,534	$149,164	$975,019	$117,370
2018	$245,672	$156,071	$868,133	$89,601

American College of Osteopathic Surgeons Affiliates