OSTEOPATHIC POSTDOCTORAL TRAINING INSTITUTE (EIN 320087780) - 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

2003

Legal Domicile

Principal Officer

Dan Miulli

Phone

9094698532

Tax Period

2024-07-01 to 2025-06-30

OSTEOPATHIC POSTDOCTORAL TRAINING INSTITUTE, founded in 2003, is a small nonprofit in the Education sector that reported $109K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $316K exceeded revenue, resulting in a 191% operating deficit.

Mission

To promote excellence in graduate medical education (GME) through accredited post-doctoral programs, patient care outcomes, and success for residents defined as personal and professional growth and achievement of core competencies.

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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 $107,874

Program Service Revenue $0

Investment Income $657

Other Revenue $0

TOTAL REVENUE $108,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,666

Other Expenses $316,007

TOTAL EXPENSES $316,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,531	$252,857	-0.6%
Expenses	$316,007	$314,017	+0.0%
Net Income	$-207,476	$-61,160	+2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Miulli	Chief Executive Officer, DIO	32	Officer Director	$0	$0	$0
Lisa Warren	Board Member	1	Director	$0	$0	$0
Paul Kalekas	Board Member	1	Director	$0	$0	$0
Natalie Nevins	Board Member	1	Director	$0	$0	$0
Stephanie L Zeszutek	Board Member	1	Director	$0	$0	$0
Perry Self	Board Member, CFO	1	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
2025	$108,531	$316,007	$266,976	$-207,476
2024	$252,857	$314,017	$491,921	$-61,160
2023	$254,995	$187,928	$535,675	$67,067

OSTEOPATHIC POSTDOCTORAL TRAINING INSTITUTE