PHYSICIANS CHARITABLE FOUNDATION (EIN 311631536) - 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

1998

Legal Domicile

Principal Officer

DAVID WARD MD

Phone

5136244391

Tax Period

2024-01-01 to 2024-12-31

PHYSICIANS CHARITABLE FOUNDATION, founded in 1998, is a micro nonprofit in the Human Services sector that reported $24K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $41K exceeded revenue, resulting in a 73% operating deficit.

Mission

TO PROVIDE CHARITABLE HEALTH AND EDUCATIONAL PROGRAMS TO PHYSICIANS, HELATH PERSONNEL, AND THE COMMUNITY 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 (2024)

Revenue Breakdown

Contributions & Grants $200

Program Service Revenue $0

Investment Income $23,518

Other Revenue $0

TOTAL REVENUE $23,718

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $11,057

TOTAL EXPENSES $41,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,718	$33,730	-0.3%
Expenses	$41,057	$39,240	+0.0%
Net Income	$-17,339	$-5,510	+2.1%

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 J ASHER MD	TRUSTEE	N/A	Director	$0	$0	$0
DAVID WARD MD	TRUSTEE CHA	N/A	Director	$0	$0	$0
DENVER STANFIELD MD	TRUSTEE	N/A	Director	$0	$0	$0
DONALD C BUCKLEY MD	TRUSTEE	N/A	Director	$0	$0	$0
JOSEPH C RUSSELL MD	TRUSTEE	N/A	Director	$0	$0	$0
LEE MEGOIS MD	TRUSTEE	N/A	Director	$0	$0	$0
MICHAEL FESENMEIER MD	TRUSTEE	N/A	Director	$0	$0	$0
MICHAEL R SMITH MD	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT E HILTZ MD	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT E KRONE JR MD	TRUSTEE	N/A	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	No data	No data	No data	No data
2024	$23,718	$41,057	$1,230,090	$-17,339
2023	$33,730	$39,240	$1,211,106	$-5,510
2022	$22,223	$45,735	$1,216,616	$-23,512
2021	$51,851	$46,963	$1,240,128	$4,888
2020	$145,371	$36,560	$1,059,027	$108,811
2019	$119,526	$32,688	$984,610	$86,838
2018	$68,879	$30,311	$750,537	$38,568

PHYSICIANS CHARITABLE FOUNDATION