INSTITUTE FOR PATIENT ACCESS (EIN 453456087) - 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

2011

Legal Domicile

Principal Officer

JOSIE COOPER

Phone

2029642624

Tax Period

2022-01-01 to 2022-12-31

INSTITUTE FOR PATIENT ACCESS, founded in 2011, is a small nonprofit in the Health Care sector that reported $615K in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year. Expenses of $733K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE INSTITUTE FOR PATIENT ACCESS IS A PHYSICIAN-LED POLICY RESEARCH ORGANIZATION DEDICATED TO MAINTAINING THE PRIMACY OF THE PHYSICIAN-PATIENT RELATIONSHIP IN THE PROVISION OF QUALITY HEALTH CARE. IN FURTHERANCE OF ITS MISSION, IFPA PRODUCES EDUCATIONAL MATERIALS AND PROGRAMMING DESIGNED TO PROMOTE INFORMED DISCUSSION ABOUT PATIENT ACCESS TO APPROVED THERAPIES AND APPROPRIATE CLINICAL CARE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $615,000

Program Service Revenue $0

Investment Income $129

Other Revenue $0

TOTAL REVENUE $615,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,240

Fundraising Expenses $0

Program Expenses $591,080

Other Expenses $728,842

TOTAL EXPENSES $733,082

Year-over-Year Comparison

	2022	2021	Change
Revenue	$615,129	$677,573	-0.1%
Expenses	$733,082	$428,044	+0.7%
Net Income	$-117,953	$249,529	-1.5%

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

$3,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JACK SCHIM	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR ROBERT KOBAYASHI	VICE PRESIDENT, DIRECTOR	1.00	Officer Director	$0	$0	$0
DR BRUCE RUBIN	DIRECTOR	1.00	Director	$0	$0	$0
DR ROBERT YAPUNDICH	DIRECTOR	1.00	Director	$0	$0	$0
DR PAUL CHRISTO	DIRECTOR	1.00	Director	$0	$0	$0
JOSIE COOPER - SEE SCHEDULE O	INTERIM EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$0
COLLEEN EVANS	TREASURER	3.00	Officer	$3,240	$0	$3,240
FRANKLIN MITVALSKY	SECRETARY	1.00	Officer	$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
2022	$615,129	$733,082	$137,955	$-117,953
2021	$677,573	$428,044	$255,908	$249,529
2020	$320,250	$339,043	$6,379	$-18,793
2019	$315,400	$595,808	$25,172	$-280,408
2018	$1,017,100	$790,712	$305,580	$226,388

INSTITUTE FOR PATIENT ACCESS