CSMS PHYSICIANS' HEALTH & EDUCATION FUND (EIN 061425205) - 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

LAYNE GAKOS

Phone

2038650587

Tax Period

2023-01-01 to 2023-12-31

CSMS PHYSICIANS' HEALTH & EDUCATION FUND, founded in 1995, is a small nonprofit in the Mental Health sector that reported $105K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $163K exceeded revenue, resulting in a 55% operating deficit.

Mission

THE PHYSICIAN HEALTH AND EDUCATION FUND IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE FUND ENGAGES IN ACTIVITIES THAT ARE DESIGNED TO EDUCATE PHYSICIANS AND THE GENERAL PUBLIC, AND PROMOTE PHYSICIANS' HEALTH AND HEALTH IN GENERAL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $74,528

Program Service Revenue $0

Investment Income $30,606

Other Revenue $33

TOTAL REVENUE $105,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,000

Fundraising Expenses $0

Program Expenses $38,591

Other Expenses $151,388

TOTAL EXPENSES $163,388

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,167	$92,328	+0.1%
Expenses	$163,388	$50,800	+2.2%
Net Income	$-58,221	$41,528	-2.4%

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

$231,179

Total Directors

$27,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID J HASS MD	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$12,000	$0	$27,000
BRIAN KEYES MD	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DEBORAH DESIR MD	DIRECTOR AT LARGE	1.00	Officer Director	$0	$0	$0
JAY GINSBERG MD	OUTGOING SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KHURAM GHUMMAN MD	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
MARIAM HAKIM-ZARGAR MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RON ADELMAN MD	OUTGOING PRESIDENT	1.00	Officer Director	$0	$0	$0
STACY J TAYLOR MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAYNE GAKOS	EXECUTIVE DIRECTOR	2.00	Officer	$0	$10,970	$144,097
SUSAN SUCKLEY	FINANCE MANAGER	5.00	Officer	$0	$1,922	$60,082
DAVID K EMMEL MD	LEGISLATIVE CHAIRPERSON	1.00	Officer	$0	$0	$0
KATHERINE HARVEY MD	COUNCIL CHAIR	1.00	Officer	$0	$0	$0
JEFFREY GORDON MD	OUTGOING COUNCIL CHAIR	1.00	Officer	$0	$0	$0
ROBERT MCLEAN	DIRECTOR AT LARGE	1.00	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	No data	No data	No data	No data
2023	$105,167	$163,388	$718,161	$-58,221
2022	$92,328	$50,800	$638,837	$41,528
2021	$77,386	$126,093	$646,421	$-48,707
2020	$46,254	$215,792	$632,159	$-169,538
2019	$104,691	$110,930	$733,076	$-6,239
2018	$146,191	$151,765	$706,064	$-5,574

CSMS PHYSICIANS' HEALTH & EDUCATION FUND