Arizona Osteopathic Medical Association (EIN 866052826) - 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

1965

Legal Domicile

Principal Officer

Matt Helms

Phone

6022666699

Tax Period

2024-01-01 to 2024-12-31

Arizona Osteopathic Medical Association, founded in 1965, is a small nonprofit that reported $798K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

The mission of the Arizona Osteopathic Medical Association is to promote the osteopathic medical profession, serve our members, provide osteopathic continuing medical education, and advocate for access to high quality, cost-effective healthcare.

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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 $215,039

Program Service Revenue $507,822

Investment Income $75,127

Other Revenue $70

TOTAL REVENUE $798,058

Expense Breakdown

Grants Paid $45,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $828,974

Other Expenses $783,974

TOTAL EXPENSES $828,974

Year-over-Year Comparison

	2024	2023	Change
Revenue	$798,058	$674,574	+0.2%
Expenses	$828,974	$830,993	0.0%
Net Income	$-30,916	$-156,419	-0.8%

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
Danielle Barnett-Trapp	Vice-Speaker of the House-Ex-Offici	1.00	Director	$0	$0	$0
Donald Curran	Trustee	0.25	Director	$0	$0	$0
Susan Del Sordi-Staats	Trustee	0.25	Director	$0	$0	$0
David England	Trustee	0.25	Director	$0	$0	$0
Michelle Eyler	Trustee	0.25	Director	$0	$0	$0
Charles Finch	Speaker of the House-Ex-Officio	1.00	Director	$0	$0	$0
Marissa Jacobs	Trustee	0.25	Director	$0	$0	$0
William Jaffe	Trustee	0.25	Director	$0	$0	$0
Breanne Jaqua	Trustee	0.25	Director	$0	$0	$0
Donald Middleton	Trustee	0.25	Director	$0	$0	$0
Julie Morrison	Trustee	0.25	Director	$0	$0	$0
Homan Mostafavi	Trustee	0.25	Director	$0	$0	$0
George Parides	Trustee	0.25	Director	$0	$0	$0
Hani Rashid	Trustee	0.25	Director	$0	$0	$0
Denise Sackett	Trustee	0.25	Director	$0	$0	$0
Mark Yousssef	Trustee	0.25	Director	$0	$0	$0
Alphonse Ambrosia	President-Elect	1.00	Officer Director	$0	$0	$0
Datcha Dorvil	Vice President	1.00	Officer Director	$0	$0	$0
James Keane	Immediate Past-President	1.00	Officer Director	$0	$0	$0
Michael Lokale	President	1.00	Officer Director	$0	$0	$0
Michelle Mifflin	SecretaryTreasurer	1.00	Officer Director	$0	$0	$0
Matt Helms	Principal Officer	0.00	Officer	$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	$798,058	$828,974	$982,264	$-30,916
2023	$674,574	$830,993	$998,880	$-156,419
2022	$682,917	$1,264,827	$1,058,421	$-581,910
2021	$985,859	$780,855	$1,876,184	$205,004
2020	$248,680	$334,615	$1,634,913	$-85,935
2020	$830,130	$733,352	$1,564,881	$96,778
2019	$960,848	$1,032,532	$1,453,551	$-71,684
2018	$904,924	$886,881	$1,479,267	$18,043

Arizona Osteopathic Medical Association