PENNSYLVANIA UNITED MEDICAL ASSOCIATION (EIN 232999185) - 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

1999

Legal Domicile

Principal Officer

STEPHEN SIMPSON

Phone

2157508133

Tax Period

2023-01-01 to 2023-12-31

PENNSYLVANIA UNITED MEDICAL ASSOCIATION, founded in 1999, is a small nonprofit in the International Affairs sector that reported $379K in total revenue in fiscal year 2023.

Mission

TO PROVIDE MEDICAL AND PHYSICAL RELIEF AND EDUCATION TO IMPOVERISHED PEOPLE ALL OVER THE WORLD.

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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 $312,927

Program Service Revenue $0

Investment Income $2,735

Other Revenue $63,623

TOTAL REVENUE $379,285

Expense Breakdown

Grants Paid $257,776

Salaries & Benefits $71,023

Fundraising Expenses $33,221

Program Expenses $292,402

Other Expenses $51,793

TOTAL EXPENSES $380,592

Year-over-Year Comparison

	2023	2022	Change
Revenue	$379,285	$370,196	+0.0%
Expenses	$380,592	$412,137	-0.1%
Net Income	$-1,307	$-41,941	-1.0%

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

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
LEO CASTELLO	TREASURER	N/A	Officer Director	$0	$0	$0
HARRIS GORDON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DAVID SHEINFELD	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
STEPHEN SIMPSON	EXECUTIVE DI	N/A	Officer 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
2023	$379,285	$380,592	$440,539	$-1,307
2022	$370,196	$412,137	$441,844	$-41,941
2021	$427,612	$433,307	$484,788	$-5,695
2020	$426,707	$500,177	$491,525	$-73,470

PENNSYLVANIA UNITED MEDICAL ASSOCIATION