AMERICAN ACADEMY OF FAMILY PHYSICIANS LOUISIANA CHAPTER (EIN 720474962) - 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

1979

Legal Domicile

Principal Officer

RAGAN LEBLANC

Phone

8003755237

Tax Period

2023-01-01 to 2023-12-31

AMERICAN ACADEMY OF FAMILY PHYSICIANS LOUISIANA CHAPTER, founded in 1979, is a small nonprofit that reported $689K in total revenue in fiscal year 2023.

Mission

TO PROMOTE AND SUPPORT LOUISIANA'S FAMILY PHYSICIANS IN PROVIDING EXCELLENT HEALTH CARE, SERVICE AND LEADERSHIP.

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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 $330,938

Program Service Revenue $333,925

Investment Income $0

Other Revenue $23,757

TOTAL REVENUE $688,620

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $245,940

Fundraising Expenses $0

Other Expenses $474,937

TOTAL EXPENSES $723,877

Year-over-Year Comparison

	2023	2022	Change
Revenue	$688,620	$669,697	+0.0%
Expenses	$723,877	$640,966	+0.1%
Net Income	$-35,257	$28,731	-2.2%

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

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

$129,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY LILES MD	VICE SPEAKER	0.00	Officer Director	$0	$0	$0
BRIAN HARRELL MD	IMMEDIATE PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
RICHARD BRIDGES MD	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
TERI O'NEAL MD	SECRETARY	0.00	Officer Director	$0	$0	$0
BRYAN PICOU MD	TREASURER	0.00	Officer Director	$0	$0	$0
VINCENT SHAW MD FAAFP	PRESIDENT	0.00	Officer Director	$0	$0	$0
DEREK ANDERSON MD	SPEAKER/GA	0.00	Officer	$0	$0	$0
LISA CASEY MD	PRESIDENT-ELECT	0.00	Officer	$0	$0	$0
RAGAN LEBLANC	EXECUTIVE VICE PRESIDENT	40.00	Officer	$112,882	$16,524	$129,406

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	$688,620	$723,877	$346,568	$-35,257
2022	$669,697	$640,966	$423,960	$28,731
2021	$518,194	$531,430	$347,870	$-13,236
2020	$442,279	$428,593	$320,966	$13,686
2019	$569,459	$538,681	$278,550	$30,778
2018	$548,397	$581,412	$277,664	$-33,015

AMERICAN ACADEMY OF FAMILY PHYSICIANS LOUISIANA CHAPTER