AMERICAN ACADEMY OF FAMILY PHYSICIANS NEW MEXICO CHAPTER (EIN 850309166) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

SAMANTHA MORRIS

Phone

5052923113

Tax Period

2024-10-01 to 2025-09-30

AMERICAN ACADEMY OF FAMILY PHYSICIANS NEW MEXICO CHAPTER, founded in 1983, is a small nonprofit that reported $363K in total revenue in fiscal year 2024. The organization ran a surplus of $62K, a strong 17% operating margin.

Mission

TO FINANCE THE PROMOTION OF THE PRACTICE OF FAMILY MEDICINE, EDUCATE MEMBERS TO THE ADVANCES IN THE FIELD AND TO DEVELOP AND ENCOURAGE THE PRACTICE OF HIGH STANDARDS OF PERSONAL AND PROFESSIONAL CONDUCT WITHIN THE SPECIALTY OF FAMILY PRACTICE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $305,845

Investment Income $30,756

Other Revenue $26,888

TOTAL REVENUE $363,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $115,546

Fundraising Expenses $0

Program Expenses $153,053

Other Expenses $185,848

TOTAL EXPENSES $301,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$363,489	$352,205	+0.0%
Expenses	$301,394	$360,595	-0.2%
Net Income	$62,095	$-8,390	-8.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$96,806

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBEKAH MCCANN	GOVERNMENTAL AFFAIRS COMMI	2.00	Director	$0	$0	$0
VENETA IANAKIEVA	DELEGATE TO AAFP	2.00	Director	$0	$0	$0
RICHARD F MADDEN	CHAIR, GOVERNMENTAL AFFAIR	2.00	Director	$0	$0	$0
MELISSA MARTINEZ	CHAIR, SCIENTIFIC ADVISORY	2.00	Director	$0	$0	$0
JENNIFER PHILLIPS	GOVERNMENTAL AFFAIRS COMMI	2.00	Director	$0	$0	$0
MOLLY MCCLAIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
DION GALLANT	CHAIR CHAPTER AFFAIRS	2.00	Director	$0	$0	$0
CLEA LOPEZ	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
VALERIE CARREJO	DELEGATE TO AAFP	2.00	Director	$0	$0	$0
LISA STOLARCZYK	BOARD CHAIR	2.00	Director	$0	$0	$0
KAREN VAILLANT	SCIENTIFIC ADVISORY COMMIT	2.00	Director	$0	$0	$0
DOLORES GOMEZ	SOUTHERN NM RESIDENCY PROG	2.00	Director	$0	$0	$0
ALICIA GONZALES	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
JESSICA DAUPHIN	SOUTHERN NM RESIENCY PROGR	2.00	Director	$0	$0	$0
BRIDGET LYNCH	GOVERNMENTAL AFFAIRS COMMI	2.00	Director	$0	$0	$0
WHITNEY PETERSON	UNM FM RESIDENCY PROGRAM R	2.00	Director	$0	$0	$0
EMILIA VESPER	GOVERNMENTAL AFFAIRS COMMI	2.00	Director	$0	$0	$0
KRISTY RINIKER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURA CHAMBERS-KERSH	UNM FM RESIDENCY PROGRAM R	2.00	Director	$0	$0	$0
NORA LAMARTINE	MEDICOS DE EL CENTRO FM RESIDENCY	2.00	Director	$0	$0	$0
LEANDRITA ORTEGA	CHRISTUS SOUTHERN NM FM RESIDENCY	2.00	Director	$0	$0	$0
EMILY DOLLAR	SHIPROCK-UNM FM RESIDENCY PROGRAM	2.00	Director	$0	$0	$0
SAMANTHA MORRIS	EXECUTIVE DIRECTOR & BOARD SECRETARY	40.00	Director	$88,636	$8,170	$96,806
ROSEMARIE FREYMARK	SOUTHERN NM FM RESIDENCY	2.00	Director	$0	$0	$0
SELENA GALLEGOS	NORTHERN NM FM RESIDENCY PROGRAM REP	2.00	Director	$0	$0	$0
MADISON KAJDER	MEDICOS DE EL CENTRO FM RESIDENCY	2.00	Director	$0	$0	$0
ZAIRA LUCERO-VILLA	CHRISTUS SOUTHERN NM FM RESIDENCY	2.00	Director	$0	$0	$0
FATIMA RODRIGUEZ ROMAY	SHIPROCK-UNM FM RESIDENCY REP	2.00	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	$363,489	$301,394	$646,407	$62,095
2024	$352,205	$360,595	$578,278	$-8,390
2023	$326,039	$302,948	$543,810	$23,091
2022	$253,292	$321,978	$520,339	$-68,686
2021	$281,382	$178,163	$584,120	$103,219
2020	$231,311	$212,317	$493,762	$18,994
2019	$276,539	$282,986	$461,662	$-6,447
2018	$316,181	$262,564	$466,742	$53,617

AMERICAN ACADEMY OF FAMILY PHYSICIANS NEW MEXICO CHAPTER