UNIVERSITY OF THE PHILIPPINES MEDICAL ALUMNI SOCIETY IN AMERICA

EIN: 371099415 501(c)(3) Education

LAFAYETTE, IN

Total Revenue
$1,908,285
Total Expenses
$1,418,110
Total Assets
$11,689,096
Net Assets
$11,677,680
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
IL
Principal Officer
HENRY ECHIVERRI
Phone
3124930292
Tax Period
2023-01-01 to 2023-12-31

UNIVERSITY OF THE PHILIPPINES MEDICAL ALUMNI SOCIETY IN AMERICA, founded in 1981, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $490K, a strong 26% operating margin.

Mission

TO PROMOTE THE SCIENCE OF MEDICINE FOR THE UNIVERSITY OF THE PHILIPPINES COLLEGE OF MEDICINE AND HOSPITAL BY SUPPORTING PROJECTS FOR EDUCATIONAL, SCIENTIFIC AND CHARITABLE PURPOSES.A SECONDARY PURPOSE IS TO ADVANCE THE HEALTH AND WELFARE OF INDIGENTS BY HOLDING MEDICAL MISSIONS IN UNDERSERVED AREAS IN THE PHILIPPINES AND IN THE UNITED STATES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,129,674
Program Service Revenue $318,014
Investment Income $379,865
Other Revenue $80,732
TOTAL REVENUE $1,908,285

Expense Breakdown

Grants Paid $948,536
Salaries & Benefits $53,043
Fundraising Expenses $0
Program Expenses $1,283,498
Other Expenses $415,261
TOTAL EXPENSES $1,418,110

Year-over-Year Comparison

2023 2022 Change
Revenue $1,908,285 $1,658,247 +0.2%
Expenses $1,418,110 $1,648,613 -0.1%
Net Income $490,175 $9,634 +49.9%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Liquidity & Cash Position

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

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Governance

Voting Members
1251
Independent Members
N/A
Employees
1
Volunteers
210

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
28
$0
Total Directors
53
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HENRY ECHIVERRI President 15.00
Officer Director
$0 $0 $0
MIGUEL DE LEON VICE CHAIR BOG 5.00
Officer Director
$0 $0 $0
LOURDES PUBLICO Past-President 5.00
Officer Director
$0 $0 $0
CECILE PASION-BREGMAN President Elect 5.00
Officer Director
$0 $0 $0
WINSTON C UMALI CHAIRPERSON BOG 10.00
Officer Director
$0 $0 $0
MARY LILLIAN TOCYAP-AQUINO RECORDING SEC'Y 3.00
Officer Director
$0 $0 $0
CORAZON CARRILLO-CIPRIASO CORR SECRETARY 3.00
Officer Director
$0 $0 $0
GLENN BATILLER Treasurer 30.00
Officer Director
$0 $0 $0
DANIEL SENSENG AUDITOR 3.00
Officer Director
$0 $0 $0
AURORA S ALONSO-PEREZ ARCHIVES CHAIR 2.00
Director
$0 $0 $0
ERNERIO ALBOLIRAS AWARDS CHAIR 2.00
Director
$0 $0 $0
FELICITAS SANTIAGO CLASS DEV CHAIR 2.00
Director
$0 $0 $0
LAUREL YAP CBL CHAIR 2.00
Director
$0 $0 $0
HENRY TY MD INTERNET CHAIR 2.00
Director
$0 $0 $0
MARY LILLIAN TOCYAP-AQUINO AZ CHAPTER PRES 2.00
Officer Director
$0 $0 $0
JOSE EDGAR LUCENA FIN COMM CHAIR 30.00
Director
$0 $0 $0
ANITA JONGCO MEDICAL MISSION 2.00
Director
$0 $0 $0
MA PATRICIA V MALABUYO-ILAGAN MEMB CO-CHAIR 2.00
Director
$0 $0 $0
JENNIFER OLIVAS-MALUYAO PROGRAMS CHAIR 2.00
Director
$0 $0 $0
LIZA ILAG-ALVIAR IN-KY-OH-TN PRE 2.00
Officer Director
$0 $0 $0
ROBERTO GERARDO ICASAS MEMB CO-CHAIR 2.00
Director
$0 $0 $0
MARIANO G YOGORE III MD PEF CHAIR 10.00
Director
$0 $0 $0
GREGORY TIU PEF CO-CHAIR 2.00
Director
$0 $0 $0
VIC MALABONGA POST GRAD CHAIR 2.00
Officer Director
$0 $0 $0
BIENVENIDO JONGCO NOMINATIO CHAIR 2.00
Director
$0 $0 $0
EDGAR OTEYZA PUBLICATIONS 2.00
Director
$0 $0 $0
PATRICIO REYES RESEARCH CHAIR 2.00
Director
$0 $0 $0
JESS U SOCRATES MD PCC CHAIR 2.00
Director
$0 $0 $0
CECILE PASION-BREGMAN STRATEGIC PLAN 2.00
Director
$0 $0 $0
MARIA ROCHELLE COLLANTES BAL-WASH PRES 2.00
Officer Director
$0 $0 $0
RACHEL ESPIRITU-ASILO ASST. TREASURER 10.00
Officer Director
$0 $0 $0
ARELYNE PACHO-RAMOS DE CHAPT PRES 2.00
Officer Director
$0 $0 $0
MARGARET GUTIERREZ-MERCADO SILVER JUB REP 2.00
Director
$0 $0 $0
ENRIQUE M OSTREA MI-IN CHAP PRES 2.00
Officer Director
$0 $0 $0
DAVID DELOSO MO CHAPT PRES 2.00
Officer Director
$0 $0 $0
GERARDO LORENZANA NV CHPTR PRES 2.00
Officer Director
$0 $0 $0
EDGAR OTEYZA NOCAL CHAP PRES 2.00
Officer Director
$0 $0 $0
LEONORA RIVERA NJNY CHAP PRES 2.00
Officer Director
$0 $0 $0
RENATO RANON SAMALA OH CHAPTER PRES 2.00
Officer Director
$0 $0 $0
MA PATRICIA MALABUYO-LLAGAN SE CHAPTER PRES 2.00
Officer Director
$0 $0 $0
PAULINE CAMACHO-ALMEDA CHI-NW IN PRES 2.00
Officer Director
$0 $0 $0
JOEL GAMO SOCAL CHAP PRES 2.00
Officer Director
$0 $0 $0
ELVIRA GERONIMO PASCUA-LIM TX CHAPT PRES 2.00
Officer Director
$0 $0 $0
HENRY EDWARD D REYES W.NY CHPT PRES 2.00
Officer Director
$0 $0 $0
DONNAVILLE ORTIZ-ZABALLA PAC-NORWEST PRE 2.00
Officer Director
$0 $0 $0
GENE DEL ROSARIO NY-NE CHAP PRES 2.00
Officer Director
$0 $0 $0
FE DIOLAZO-FESTIN PERSONNEL 2.00
Director
$0 $0 $0
FRANCIS JAMILLA AD HOC CME 2.00
Director
$0 $0 $0
ANITA JONGCO MARS CUST HIV 2.00
Director
$0 $0 $0
MANUEL SARROCA AD HOC election 2.00
Director
$0 $0 $0
SUSAN ECHIVERRI AUXILIARY COMM 2.00
Director
$0 $0 $0
HENRY CO LEGACIES 2.00
Director
$0 $0 $0
CARLEO REGINA CAPILI GOLDEN CLSS REP 2.00
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
2024 No data No data No data No data
2023 $1,908,285 $1,418,110 $11,689,096 $490,175
2022 $1,658,247 $1,648,613 $10,207,136 $9,634
2021 $1,758,364 $1,589,633 $12,245,411 $168,731
2020 $1,205,514 $921,460 $11,210,680 $284,054
2020 $1,205,514 $921,460 $11,210,680 $284,054
2019 $2,533,763 $794,571 $10,050,612 $1,739,192
2018 $1,770,489 $1,056,430 $7,212,785 $714,059
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