DOCTORS COUNCIL BENEFIT PLAN (EIN 133387038) - 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

1989

Legal Domicile

Principal Officer

DR FRANCES QUEE

Phone

2125327690

Tax Period

2024-01-01 to 2024-12-31

DOCTORS COUNCIL BENEFIT PLAN, founded in 1989, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2024. The organization ran a surplus of $1.4M, a strong 31% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PLAN 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 $4,332,839

Investment Income $248,516

Other Revenue $1,868

TOTAL REVENUE $4,583,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $586,002

TOTAL EXPENSES $3,146,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,583,223	$4,561,556	+0.0%
Expenses	$3,146,552	$2,793,786	+0.1%
Net Income	$1,436,671	$1,767,770	-0.2%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony Mirdita	Trustee	1.00	Director	$0	$0	$0
DR FRANCES QUEE	Trustee	5.00	Director	$0	$0	$0
DR SHEENA NANDI-SINGH	Trustee	5.00	Director	$0	$0	$0
Daniel Donnellan	Administrator	20.00	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	$4,583,223	$3,146,552	$9,872,501	$1,436,671
2023	$4,561,556	$2,793,786	$8,045,456	$1,767,770
2022	$4,319,005	$2,540,528	$5,930,767	$1,778,477
2021	$4,432,659	$3,049,934	$4,484,247	$1,382,725
2020	$4,272,389	$2,034,297	$3,012,320	$2,238,092
2019	$3,543,242	$2,583,359	$1,199,045	$959,883
2018	$2,501,223	$2,749,483	$723,891	$-248,260

DOCTORS COUNCIL BENEFIT PLAN