American Osteopathic College of Preventive Medicine Inc (EIN 582019831) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

Jeffrey Leboeuf

Phone

8005588686

Tax Period

2023-09-01 to 2024-08-31

American Osteopathic College of Preventive Medicine Inc, founded in 2012, is a small nonprofit in the Mental Health sector that reported $337K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 51% operating margin.

Mission

AOCOPM held 3 educational conferences to provide continuing medical education to member and non-member physicians.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $49,955

Program Service Revenue $234,322

Investment Income $52,758

Other Revenue $0

TOTAL REVENUE $337,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $165,628

TOTAL EXPENSES $165,628

Year-over-Year Comparison

	2023	2022	Change
Revenue	$337,035	$278,107	+0.2%
Expenses	$165,628	$145,698	+0.1%
Net Income	$171,407	$132,409	+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

Independent Members

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
Scott Everson DO MPH	Trustee	001.00	Director	$0	$0	$0
Patrick T Birchfield DO MPH MSS FAO	Trustee	001.00	Director	$0	$0	$0
John R Carbon DO MS	Trustee	001.00	Director	$0	$0	$0
Gerald F O'Malley DO FAXEP FAAEM FA	Trustee	001.00	Director	$0	$0	$0
Stephen Cullen DO	Trustee	001.00	Director	$0	$0	$0
Phillip M Eskew DO JD MBA	Trustee	001.00	Director	$0	$0	$0
Jeffrey J LeBoeuf CAE	Executive Director	025.00	Director	$0	$0	$0
Jelaun K Newsome DO MPH MBA	Trustee	001.00	Director	$0	$0	$0
Corey J Morris DO	Trustee	001.00	Director	$0	$0	$0
Sanjoli Agarwal MPH OMS3	Trustee	001.00	Director	$0	$0	$0
Megha Luthra OMS3	Trustee	001.00	Director	$0	$0	$0
Huma Abbasi MD CIH	Trustee	001.00	Director	$0	$0	$0
Murray Goldstein DO FAOCOPM-D	Special Advisor	010.00	Director	$0	$0	$0
Kris Belland DO MPH MBA MSS CPE FAs	President	001.00	Officer	$0	$0	$0
Keith Proctor DP MSPH FAOCOPM	President-Elect	001.00	Officer	$0	$0	$0
Dennis A Estep DO MPH MS FACOEM	Secretary	001.00	Officer	$0	$0	$0
Alan Philippi DO MS	Treasurer	001.00	Officer	$0	$0	$0
Naomi Wriston DO MS FAOCOPM	Immediate Past President	001.00	Officer	$0	$0	$0
Jennifer A Benincasa DO MPH FAOCOPM	Vice President, Aerospace Medicine	001.00	Officer	$0	$0	$0
Charles L Carl Wemtz DO MPH FAOCOPM	Vice President, Occupational Medicine Division	001.00	Officer	$0	$0	$0
Luzan Phillpotts DO MPH	Vice President, Public Health Preventive Medicine	001.00	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	$337,035	$165,628	$1,050,309	$171,407
2023	$278,107	$145,698	$878,902	$132,409
2022	$383,232	$135,574	$746,493	$247,658
2021	$180,295	$121,969	$498,835	$58,326
2020	$110,220	$126,733	$440,510	$-16,513
2019	$163,473	$164,918	$457,023	$-1,445
2018	$136,123	$144,151	$457,882	$-8,028

American Osteopathic College of Preventive Medicine Inc