CLINICAL AND PATIENT EDUCATORS ASSOCIATION

EIN: 272280465 501(c)(3) Health Care

DENVER, CO

Total Revenue
$587,953
Total Expenses
$541,919
Total Assets
$300,054
Net Assets
$146,497
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CO
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. THE ORGANIZATION IDENTIFIED A NEED FOR DESIGNING EDUCATION AIMED AT ADDRESSING PRACTICE GAPS AMONG PRIMARY AND SPECIALTY CARE PRACTITIONERS AND HEALTHCARE INFORMATION KNOWLEDGE GAPS WITHIN THEIR RESPECTIVE PATIENT POPULATIONS. THE ORGANIZATION'S EDUCATION PROGRAMS ARE DESIGNED TO IMPROVE PRACTITIONER DIAGNOSIS AND TREATMENT COMPETENCE, AS WELL AS HELP PATIENTS ENJOY HEALTHIER AND HAPPIER LIVES AFTER BEING DIAGNOSED WITH A DISEASE OR OTHER HEALTH-RELATED ISSUE. THE ORGANIZATION IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION TO CERTIFY CONTINUING MEDICAL EDUCATION (CME) PROGRAMS FOR PHYSICIANS.

Program Service Accomplishments

Program 1
Expenses: $95,000

COLE EYE INSTITUTE IMAGING SUMMIT WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN SEATTLE, WA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) RECOGNIZE NEW IMAGING FINDINGS OF RETINAL DISEASES...

Read more

COLE EYE INSTITUTE IMAGING SUMMIT WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN SEATTLE, WA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) RECOGNIZE NEW IMAGING FINDINGS OF RETINAL DISEASES, (2) IDENTIFY IMAGING TO DETECT EARLY RETINAL DISEASE, (3) DISCUSS ROLE OF FUNCTIONAL IMAGING TECHNIQUES, (4) DESCRIBE HOW AI-BASED IMAGING CAN HELP DIAGNOSE AND MANAGE PATIENTS WITH RETINAL DISEASES, (5) EXPLAIN HOW IMAGING IS USED TO EVALUATE CLINICAL TRIAL OUTCOMES, AND (6) REVIEW HOW TO OPTIMIZE THE USE OF IMAGING IN CLINICAL PRACTICE. THE ORGANIZATION PROVIDED 3.25 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY.

Program 2
Expenses: $77,500

COLE EYE INSTITUTE RETINA SUMMIT WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN NEW ORLEANS, LA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) REVIEW THE CURRENT RECOMMENDATIONS AND EMERGING...

Read more

COLE EYE INSTITUTE RETINA SUMMIT WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN NEW ORLEANS, LA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) REVIEW THE CURRENT RECOMMENDATIONS AND EMERGING STRATEGIES FOR THE DIAGNOSIS OF RETINAL DISEASES, (2) EVALUATE THE EMERGING CLINICAL TRIAL DATA AND BEST PRACTICES FOR THE TREATMENT OF RETINAL DISEASES, AND (3) IDENTIFY HOW NEW AND EMERGING DIAGNOSTIC TECHNIQUES AND THERAPIES CAN BE INCORPORATED INTO THE MANAGEMENT OF PATIENTS WITH RETINAL DISEASE. THE ORGANIZATION PROVIDED 3.5 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY.

Program 3
Expenses: $65,000

ADVANCES IN PEDIATRIC RETINA WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN SANTA CLARA, CA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) DISCUSS TREATMENT STRATEGIES THAT OPTIMIZE VISION IN...

Read more

ADVANCES IN PEDIATRIC RETINA WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN SANTA CLARA, CA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) DISCUSS TREATMENT STRATEGIES THAT OPTIMIZE VISION IN DEVELOPING INFANTS AND CHILDREN, (2) DEFINE DIFFERENT MANIFESTATIONS OF COMMON PEDIATRIC RETINAL CONDITIONS, (3) EVALUATE NEW THERAPIES AND TECHNOLOGIES FOR USE IN CLINICAL PRACTICE, (4) DISCUSS GENETIC CONDITIONS THAT AFFECT VISION IN CHILDREN, (5) DISCUSS SURGICAL TECHNIQUES IN CHILDREN AND HOW THEY DIFFER FROM ADULT RETINA SURGERY, (6) IDENTIFY GENE-THERAPY TREATMENT STRATEGIES FOR REPLACING MUTATION-BEARING GENES AND PRODUCING THERAPEUTIC PROTEINS, AND (7) UNDERSTAND CLINICAL TRIAL RESULTS EVALUATING INVESTIGATIONAL GENE THERAPIES FOR INHERITED RETINAL DISEASES (IRDS). THE ORGANIZATION PROVIDED 17.25 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
10
Independent Members
9
Employees
N/A
Volunteers
14

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
6
$3,496,078
Total Directors
10
$2,007,395
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
Top 100 Nonprofits in Colorado Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare CLINICAL AND PATIENT EDUCATORS ASSOCIATION with other nonprofits in Colorado and across the country.