American Association of Physician Liaisons (EIN 621857713) - 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

2001

Legal Domicile

Phone

4123441414

Tax Period

2024-01-01 to 2024-12-31

American Association of Physician Liaisons, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $285K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $43K, a strong 15% operating margin.

Mission

Advance the art of physician and healthcare provider relationships through education,development,resources and networking opportunities

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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 (2024)

Revenue Breakdown

Contributions & Grants $85,378

Program Service Revenue $199,513

Investment Income $8

Other Revenue $0

TOTAL REVENUE $284,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,420

Other Expenses $241,771

TOTAL EXPENSES $241,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,899	$246,288	+0.2%
Expenses	$241,771	$246,138	0.0%
Net Income	$43,128	$150	+286.5%

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
Brian Potenski	President	3	Officer	$0	$0	$0
Zach Brown	President-Elect	3	Officer	$0	$0	$0
Monica Aunan	Past President	3	Officer	$0	$0	$0
Lindsay Carrillo	Treasurer	3	Officer	$0	$0	$0
Michele Brock	Secretary	3	Officer	$0	$0	$0
Lori Carsey	Member at Large	3	Director	$0	$0	$0
Donyel Edwards	Member at Large	3	Director	$0	$0	$0
Jenny Hansbrough	Member at Large	3	Director	$0	$0	$0
Trent Hickes	Member at Large	3	Director	$0	$0	$0
Ashley Hilliard	Member at Large	3	Director	$0	$0	$0
Beth Kassalen	Executive Director	16	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	No data	No data	No data	No data
2024	$284,899	$241,771	$175,506	$43,128
2023	$246,288	$246,138	$120,589	$150
2022	$249,764	$250,685	$116,470	$-921
2019	$308,754	$264,792	$133,384	$43,962
2018	$275,255	$267,764	$89,026	$7,491

American Association of Physician Liaisons