DOCTORS COUNCIL RETIREE WELFARE FUND (EIN 133324980) - 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

1984

Legal Domicile

Principal Officer

DR Frances Quee

Phone

2125327690

Tax Period

2024-07-01 to 2025-06-30

DOCTORS COUNCIL RETIREE WELFARE FUND, founded in 1984, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 10% surplus.

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 $1,135,677

Investment Income $41,313

Other Revenue $27,119

TOTAL REVENUE $1,204,109

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $198,724

TOTAL EXPENSES $1,088,054

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,204,109	$1,197,105	+0.0%
Expenses	$1,088,054	$1,074,956	+0.0%
Net Income	$116,055	$122,149	0.0%

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

$5,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL DONNELLAN	Administrator	9.00		$0	$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	$1,204,109	$1,088,054	$2,264,021	$116,055
2024	$1,197,105	$1,074,956	$2,053,144	$122,149
2023	$1,230,613	$1,055,848	$1,833,694	$174,765
2022	$1,643,984	$1,103,352	$1,675,574	$540,632
2021	$912,637	$973,329	$1,262,217	$-60,692
2020	$950,357	$1,049,152	$1,281,488	$-98,795
2019	$1,163,695	$1,195,179	$1,565,150	$-31,484

DOCTORS COUNCIL RETIREE WELFARE FUND