CLINICAL AND PATIENT EDUCATORS ASSOCIATION (EIN 272280465) - 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

2010

Legal Domicile

Principal Officer

THOMAS RAMETTA

Phone

3039534580

Tax Period

2023-01-01 to 2023-12-31

CLINICAL AND PATIENT EDUCATORS ASSOCIATION, founded in 2010, is a small nonprofit in the Health Care sector that reported $588K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $542K left a modest 8% surplus.

Mission

DEVELOP QUALITY, INNOVATIVE EDUCATION FOR HEALTHCARE PRACTITIONERS AND THE PATIENT COMMUNITIES THEY SERVE.

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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 $587,953

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $587,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $531,248

Other Expenses $541,919

TOTAL EXPENSES $541,919

Year-over-Year Comparison

	2023	2022	Change
Revenue	$587,953	$467,713	+0.3%
Expenses	$541,919	$407,150	+0.3%
Net Income	$46,034	$60,563	-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

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

$3,496,078

Total Directors

$2,007,395

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS RAMETTA	PRESIDENT	2.00	Officer Director	$0	$27,209	$1,530,352
DARLYNE BAILEY	CHAIR OF THE BOARD	3.00	Officer Director	$0	$0	$70,000
THEODORE L POLIN	VICE CHAIR OF THE BOARD (THRU 12/23)	2.00	Officer Director	$0	$0	$60,000
HUGH CAMPBELL	BOARD MEMBER	2.00	Director	$0	$0	$50,000
KAREN MINCEY	BOARD MEMBER	2.00	Director	$0	$0	$50,000
SAUNDRA WALL WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$50,000
STEPHEN BURGHARDT	BOARD MEMBER	2.00	Director	$0	$0	$50,000
CHRISTOPHER HAWK MD	BOARD MEMBER	2.00	Director	$0	$0	$50,000
SHEILA MCDEVITT	BOARD MEMBER	2.00	Director	$0	$0	$50,000
TERENCE BYRD	BOARD MEMBER (BEG 1/23)	2.00	Director	$0	$0	$47,043
ALEXANDRA SCHAFFRATH	TREASURER	2.00	Officer	$0	$31,372	$826,441
NICOLE M ANZUONI	SECRETARY	2.00	Officer	$0	$22,134	$799,512
JEFFREY B REESE	ASSISTANT CORPORATE SECRETARY	2.00	Officer	$0	$2,867	$209,773

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	$587,953	$541,919	$300,054	$46,034
2022	$467,713	$407,150	$248,701	$60,563
2021	$195,000	$184,983	$82,888	$10,017
2020	$170,330	$137,624	$30,031	$32,706
2019	$334,191	$409,060	$55,906	$-74,869
2018	$429,038	$373,554	$84,504	$55,484

CLINICAL AND PATIENT EDUCATORS ASSOCIATION