AMERICAN ACADEMY OF PEDIATRICS DISTRICT IX CHAPTER IV (EIN 953731523) - 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

1982

Legal Domicile

Phone

9497522787

Tax Period

2022-07-01 to 2023-06-30

AMERICAN ACADEMY OF PEDIATRICS DISTRICT IX CHAPTER IV, founded in 1982, is a small nonprofit that reported $491K in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year.

Mission

EDUCATIONAL PROGRAMS FOR PEDIATRIC MEMBERS AND NONMEMBERS.MISSION IS TO ACHIEVE OPTIMAL HEALTH FOR ALL ORANGE COUNTY CHILDREN BY PROMOTING PEDIATRIC EXCELLENCE.PROGRMS INCLUDE MEMBER EDUCATION;COMMUNITY HEALTH EDUCATION;SERVICES TO COMMUNITY;PROMOTION AND COMMUNICATION OF HEALTH INFORMATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $280,796

Program Service Revenue $196,181

Investment Income $443

Other Revenue $13,352

TOTAL REVENUE $490,772

Expense Breakdown

Grants Paid $0

Salaries & Benefits $240,372

Fundraising Expenses $0

Program Expenses $415,286

Other Expenses $286,923

TOTAL EXPENSES $527,295

Year-over-Year Comparison

	2022	2021	Change
Revenue	$490,772	$528,463	-0.1%
Expenses	$527,295	$484,966	+0.1%
Net Income	$-36,523	$43,497	-1.8%

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

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
JAMIE MCDONALD	EXECUTIVE DIRECTOR	40.00		$94,500	$0	$94,500
ALEXANDRA MIHALEK MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
KATHERINE WILLIAMSON MD	PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
TAYLOR TRAN MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
SHARIEF TARAMAN MD	President & CEO	0.00	Officer Director	$0	$0	$0
RESHMI BASU MD	PRESIDENT-ELECT	0.00	Officer Director	$0	$0	$0
VINH LAM MD	Secretary	0.00	Officer Director	$0	$0	$0
HARRY PELLMAN MD	CME CHAIR	0.00	Officer Director	$0	$0	$0
HILLARY ZIEVE MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
PHYLLIS AGRAN MD	Treasurer	0.00	Officer Director	$0	$0	$0
SAM ROSENFELD MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
GREG KENNEDY MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
THEODORE HEYMING MD	MEMBER AT LARGE	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$490,772	$527,295	$538,315	$-36,523
2022	$528,463	$484,966	$580,764	$43,497
2021	$261,305	$327,372	$547,699	$-66,067
2020	$332,603	$501,643	$599,314	$-169,040
2019	$450,685	$464,869	$677,190	$-14,184
2018	$365,135	$430,640	$689,101	$-65,505

AMERICAN ACADEMY OF PEDIATRICS DISTRICT IX CHAPTER IV