DISTRICT XI FLORIDA OSTEOPATHIC MEDICAL ASSOCIATION INC (EIN 650370778) - 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

1991

Legal Domicile

Principal Officer

WALTER FLESNER III

Phone

2397721407

Tax Period

2023-01-01 to 2023-12-31

DISTRICT XI FLORIDA OSTEOPATHIC MEDICAL ASSOCIATION INC, founded in 1991, is a micro nonprofit that reported $46K in total revenue in fiscal year 2023. Expenses of $112K exceeded revenue, resulting in a 145% operating deficit.

Mission

SEMINAR HONORARIUM CONTRIBUTED TO THE PURPOSE OF THE ORGANIZATION BY EDUCATING MEMBERS AS TO THE IMPORTANCE OF ADHEREANCE TO THE BYLAWS AND CODE OF ETHICS OF THE AOA AND FOMA

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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 $0

Program Service Revenue $45,993

Investment Income $0

Other Revenue $0

TOTAL REVENUE $45,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,321

Other Expenses $112,472

TOTAL EXPENSES $112,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,993	$45,993	N/A
Expenses	$112,472	$16,596	+5.8%
Net Income	$-66,479	$29,397	-3.3%

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
BURDZY JON DO	V.P.	005.00	Officer Director	$0	$0	$0
Walter B Flesner III DO	PRES	005.00	Officer Director	$0	$0	$0
USBERGHI JR EUGENE DO	TREAS	005.00	Officer 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
2024	No data	No data	No data	No data
2023	$45,993	$112,472	$10,178	$-66,479
2022	$45,993	$16,596	$76,657	$29,397
2021	$60,674	$63,865	$47,262	$-3,191
2020	$76,687	$111,108	$45,285	$-34,421
2019	$276,252	$269,162	$45,285	$7,090
2018	$234,031	$256,706	$38,840	$-22,675

DISTRICT XI FLORIDA OSTEOPATHIC MEDICAL ASSOCIATION INC