SAN DIEGO ACADEMY OF FAMILY PHYSICIANS (EIN 946128841) - 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

1991

Legal Domicile

Principal Officer

CAITLIN MACMILLEN MD

Phone

8584589439

Tax Period

2024-01-01 to 2024-12-31

SAN DIEGO ACADEMY OF FAMILY PHYSICIANS, founded in 1991, is a small nonprofit that reported $191K in total revenue in fiscal year 2024.

Mission

EDUCATE FAMILY PHYSICIANS.

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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 $182,187

Investment Income $9,252

Other Revenue $0

TOTAL REVENUE $191,439

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $187,152

Other Expenses $187,479

TOTAL EXPENSES $189,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,439	$181,512	+0.1%
Expenses	$189,479	$189,846	0.0%
Net Income	$1,960	$-8,334	-1.2%

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

N/A

Volunteers

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
JULIE CELEBI MD	PAST PRESIDENT	0.20	Officer Director	$0	$0	$0
SARAH MERRILL MD	PRESIDENT	0.20	Officer Director	$0	$0	$0
CAITLIN MACMILLEN MD	PRESIDENT-ELECT	0.20	Officer Director	$0	$0	$0
GREGORY THOMAS MD	SECRETARY/TREASURER	0.20	Officer Director	$0	$0	$0
AMRUTI BORAD DO	DIRECTOR	0.20	Director	$0	$0	$0
REBECCA ROSEN MD	DIRECTOR	0.20	Director	$0	$0	$0
THAO TRAN MD	DIRECTOR	0.20	Director	$0	$0	$0
SOROOSH ARMANAT MD	DIRECTOR	0.20	Director	$0	$0	$0
MIRANDA SONNEBORN MD	DIRECTOR	0.20	Director	$0	$0	$0
JENNIFER CHRONIS MD	DIRECTOR	0.20	Director	$0	$0	$0
DAVID TRAN MD	DIRECTOR	0.20	Director	$0	$0	$0
ELIZABETH SOPHY MD	DIRECTOR	0.20	Director	$0	$0	$0
JORGE OTANEZ MD	DIRECTOR	0.20	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
2024	$191,439	$189,479	$225,288	$1,960
2023	$181,512	$189,846	$223,328	$-8,334
2021	$122,443	$86,570	$260,789	$35,873
2020	$103,050	$92,814	$224,916	$10,236
2019	$230,006	$188,295	$214,680	$41,711
2018	$207,176	$197,192	$172,967	$9,984

SAN DIEGO ACADEMY OF FAMILY PHYSICIANS