OBESITY MEDICINE ASSOCIATION

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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

1950

Legal Domicile

Principal Officer

TERESA FRAKER

Phone

3037702526

Tax Period

2024-01-01 to 2024-12-31

OBESITY MEDICINE ASSOCIATION, founded in 1950, is a community nonprofit that reported $6.4M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $5.5M left a modest 14% surplus.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ADVANCE THE FIELD OF CLINICAL OBESITY MEDICINE.

Program Service Accomplishments

Program 1

TO ADVANCE AND IMPROVE THE STANDARDS OF PRACTICE AND QUALITY OF PROFESSIONAL SERVICE IN THE FIELD OF OBESITY MEDICINE THROUGH EDUCATION AND MEMBERSHIP SERVICES.

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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 $553,721

Program Service Revenue $5,594,706

Investment Income $236,388

Other Revenue $21,257

TOTAL REVENUE $6,406,072

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,112,846

Fundraising Expenses $0

Other Expenses $3,398,776

TOTAL EXPENSES $5,511,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,406,072	$5,068,424	+0.3%
Expenses	$5,511,622	$4,767,375	+0.2%
Net Income	$894,450	$301,049	+2.0%

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

200

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

$369,446

Total Directors

$105,738

Key Employees

$212,429

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYDIA ALEXANDER MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANGELA FITCH MD	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
HAROLD BAYS MD	PRESIDENT-ELECT	1.00	Officer Director	$71,400	$0	$71,400
MARISA CENSANI MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BHARTI K SHETYE MD	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ANTHONY AURIEMMA MD	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYNN FRANCAVILLA BROWN MD	TRUSTEE	1.00	Director	$663	$0	$663
KARLIJN BURRIDGE PA-C	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA CHRISTENSEN NP	TRUSTEE	1.00	Director	$925	$0	$925
SUZANNE CUDA MD	TRUSTEE	1.00	Director	$30,800	$0	$30,800
ETHAN LAZARUS MD	EX-OFFICIO TRUSTEE	1.00	Director	$0	$0	$0
TIFFANY LOWE-CLAYTON DO	TRUSTEE	1.00	Director	$1,950	$0	$1,950
CHRISTOPHER WEBER MD	TRUSTEE	1.00	Director	$0	$0	$0
TERESA FRAKER	EXECUTIVE DIRECTOR	40.00	Officer	$258,845	$39,201	$298,046
JOAN HABLUTZEL	SENIOR DIR OF EDU, EVENTS, & OPS	40.00	Key Emp	$178,068	$34,361	$212,429
CHRISTIAN DESOUSA	DIR OF MEMBERSHIP & ENGAGEMENT	40.00	Highest	$137,988	$29,983	$167,971

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	$6,406,072	$5,511,622	$9,757,114	$894,450
2023	$5,068,424	$4,767,375	$8,291,778	$301,049
2022	$4,332,361	$4,468,294	$7,352,905	$-135,933
2021	$4,097,525	$3,515,692	$8,040,393	$581,833
2020	$3,106,145	$2,989,320	$6,506,756	$116,825
2019	$3,968,713	$4,135,934	$6,432,590	$-167,221
2018	$3,420,911	$2,830,029	$5,598,995	$590,882