DOCTORS COUNCIL WELFARE AND BENEFIT PLAN (EIN 132938751) - 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

1977

Legal Domicile

Principal Officer

DR Frances Quee

Phone

2125327690

Tax Period

2024-07-01 to 2025-06-30

DOCTORS COUNCIL WELFARE AND BENEFIT PLAN, founded in 1977, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND OTHER BENEFITS TO COVERED PARTICIPANTS.

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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 $1,268,088

Investment Income $144,067

Other Revenue $303,610

TOTAL REVENUE $1,715,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $372,400

Fundraising Expenses $0

Other Expenses $273,520

TOTAL EXPENSES $1,750,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,715,765	$1,604,916	+0.1%
Expenses	$1,750,897	$1,524,364	+0.1%
Net Income	$-35,132	$80,552	-1.4%

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

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

$5,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL DONNELLAN	Funds Administrator	12.00		$196,082	$96,220	$292,302
Dr Sheena Nandi	Trustee	1.00	Director	$0	$0	$3,600
DR Frances Quee	Trustee	2.00	Director	$0	$0	$1,800
DR HOWARD OWENS	Trustee	1.00	Director	$0	$0	$0
DR EUGENE BECKER	Trustee	1.00	Director	$0	$0	$0
DR PETER CATAPANO	Trustee	1.00	Director	$0	$0	$0
Dr Michael Greenberg	Trustee	1.00	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	$1,715,765	$1,750,897	$3,102,774	$-35,132
2024	$1,604,916	$1,524,364	$3,156,017	$80,552
2023	$1,566,173	$1,532,140	$2,836,256	$34,033
2022	$1,806,624	$1,702,752	$2,872,548	$103,872
2021	$1,787,234	$1,870,771	$3,126,995	$-83,537
2020	$1,949,788	$1,855,238	$3,053,851	$94,550
2019	$1,959,409	$2,016,203	$2,909,691	$-56,794

DOCTORS COUNCIL WELFARE AND BENEFIT PLAN