HEALTH AND MEDICINE POLICY RESEARCH GROUP (EIN 363143826) - 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

1981

Legal Domicile

Principal Officer

MARGIE SCHAPS

Phone

3123724292

Tax Period

2023-01-01 to 2023-12-31

HEALTH AND MEDICINE POLICY RESEARCH GROUP, founded in 1981, is a community nonprofit in the Diseases & Disorders sector that reported $2.7M in total revenue in fiscal year 2023. Expenses of $3.3M exceeded revenue, resulting in a 22% operating deficit.

Mission

AN INDEPENDENT POLICY CENTER THAT CONDUCTS RESEARCH, EDUCATES AND COLLABORATES WITH OTHER GROUPS TO ADVOCATE POLICIES AND IMPACT HEALTH SYSTEMS TO IMPROVE THE HEALTH STATUS OF ALL PEOPLE. THE MISSION IS TO PROMOTE SOCIAL JUSTICE AND CHALLENGE INEQUITIES IN HEALTH AND HEALTH CARE. THE ORGANIZATION DERIVES ITS UNIQUENESS FROM THE DIVERSITY OF ISSUES IT ADDRESSES AND THE SINGLE-MINDEDNESS OF ITS VISION: AN EQUITABLE HEALTH CARE SYSTEM WHICH PROVIDES ACCESS TO QUALITY, AFFORDABLE HEALTHCARE FOR ALL.

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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 $2,534,871

Program Service Revenue $57,032

Investment Income $7,705

Other Revenue $89,529

TOTAL REVENUE $2,689,137

Expense Breakdown

Grants Paid $79,926

Salaries & Benefits $1,748,195

Fundraising Expenses $178,151

Program Expenses $2,770,610

Other Expenses $1,446,748

TOTAL EXPENSES $3,274,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,689,137	$2,612,856	+0.0%
Expenses	$3,274,869	$2,132,919	+0.5%
Net Income	$-585,732	$479,937	-2.2%

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

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

$185,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN K ROTHCHILD	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUZANNE CARLBERG-RACICH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LON BERKELEY	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER MCGOWAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JOE FEINGLASS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GELDER	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN L GLODEN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA RAE MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
ELENA QUINTANA	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL REICHLIN	DIRECTOR	1.00	Director	$0	$0	$0
GAYLE RIEDMANN	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SIMON	DIRECTOR	1.00	Director	$0	$0	$0
KAI TAO	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH ZANONI	DIRECTOR	1.00	Director	$0	$0	$0
MAX CLAREMONT	DIRECTOR	1.00	Director	$0	$0	$0
KAREN AGUIRRE	DIRECTOR	1.00	Director	$0	$0	$0
SARA LINDHOLM	DIRECTOR	1.00	Director	$0	$0	$0
RAY MENDEZ	DIRECTOR	1.00	Director	$0	$0	$0
MILDRED WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
TOM WILSON	DIRECTOR	1.00	Director	$0	$0	$0
MARGIE SCHAPS	EXECUTIVE DIRECTOR	40.00	Director	$185,500	$0	$185,500

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	$2,689,137	$3,274,869	$2,862,004	$-585,732
2022	$2,612,856	$2,132,919	$3,075,652	$479,937
2021	$2,268,064	$1,888,106	$2,185,961	$379,958
2020	$1,535,310	$1,463,947	$1,672,893	$71,363
2019	$1,722,014	$1,757,842	$1,314,952	$-35,828
2018	$2,026,915	$1,630,176	$1,308,970	$396,739

HEALTH AND MEDICINE POLICY RESEARCH GROUP