Colorado Association of Family Medicine Residencies (EIN 841302735) - 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

1995

Legal Domicile

Principal Officer

Lynne Jones

Phone

7192377703

Tax Period

2024-07-01 to 2025-06-30

Colorado Association of Family Medicine Residencies, founded in 1995, is a small nonprofit that reported $656K in total revenue in fiscal year 2024. Expenses of $751K exceeded revenue, resulting in a 14% operating deficit.

Mission

Promote family medicine education and related 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 $0

Program Service Revenue $656,019

Investment Income $58

Other Revenue $0

TOTAL REVENUE $656,077

Expense Breakdown

Grants Paid $21,570

Salaries & Benefits $385,965

Fundraising Expenses $4,645

Program Expenses $676,863

Other Expenses $343,642

TOTAL EXPENSES $751,177

Year-over-Year Comparison

	2024	2023	Change
Revenue	$656,077	$675,558	0.0%
Expenses	$751,177	$722,487	+0.0%
Net Income	$-95,100	$-46,929	+1.0%

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

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

$291,775

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lynne Jones	Executive Dir.	40.00	Officer	$166,947	$12,814	$179,761
Julie Herzog	Director of Ops	40.00	Officer	$99,020	$12,994	$112,014
Janell Wozniak MD	Director	0.00	Director	$0	$0	$0
Linda Montgomery MD	Director	0.00	Director	$0	$0	$0
Emillia Lloyd MD	Director	0.00	Director	$0	$0	$0
Elin Kondrad MD	Chair	0.00	Officer Director	$0	$0	$0
Asa Ware MD	Director	0.00	Director	$0	$0	$0
Kim Insel MD	Director	0.00	Director	$0	$0	$0
Ryan Flint MD	Director	0.00	Director	$0	$0	$0
Michael Erlandson MD	Director	0.00	Director	$0	$0	$0
Richard Sundermeyer MD	Treasurer	0.00	Officer Director	$0	$0	$0
Sabrina Mitchell DO	Director	0.00	Director	$0	$0	$0
Corey Lyon DO	Director	0.00	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	$656,077	$751,177	$724,554	$-95,100
2024	$675,558	$722,487	$798,592	$-46,929
2023	$677,005	$675,797	$853,998	$1,208
2022	$571,755	$542,679	$821,568	$29,076
2021	$316,470	$498,794	$856,639	$-182,324
2020	$689,497	$536,803	$993,406	$152,694
2019	$684,418	$614,101	$839,895	$70,317
2018	$557,404	$586,885	$771,696	$-29,481

Colorado Association of Family Medicine Residencies