SB Clinical Practice Management Plan Inc (EIN 461787308) - 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

2013

Legal Domicile

Phone

6314442055

Tax Period

2023-07-01 to 2024-06-30

SB Clinical Practice Management Plan Inc, founded in 2013, is a major nonprofit in the Health Care sector that reported $290.2M in total revenue in fiscal year 2023.

Mission

RESPONSIBLE FOR THE COLLECTION AND DISBURSEMENT OF MEMBERS' CLINICAL PRACTICE INCOME.

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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 $0

Program Service Revenue $290,073,170

Investment Income $77,355

Other Revenue $0

TOTAL REVENUE $290,150,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,229,229

Fundraising Expenses $0

Program Expenses $310,301,499

Other Expenses $167,583,731

TOTAL EXPENSES $317,812,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	$290,150,525	$288,279,104	+0.0%
Expenses	$317,812,960	$313,163,962	+0.0%
Net Income	$-27,662,435	$-24,884,858	+0.1%

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

N/A

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

$2,464,253

Total Directors

$16,666,523

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN MILANA	DIRECTOR/SECRETARY/TREASURER	1.0	Officer Director	$0	$91,002	$726,859
RAPHAEL DAVIS	President & DIrector	1.0	Officer Director	$0	$109,552	$1,737,394
ADAM SINGER	Director	1.0	Director	$0	$80,931	$821,069
ALAN TURNER	Director	1.0	Director	$0	$0	$170,706
Anissa Abi-Dargham	Director	1.0	Director	$0	$56,582	$870,650
APOSTOLOS TASSIOPOULOS	Director	1.0	Director	$0	$108,074	$1,629,894
ELAINE GOULD	Director	1.0	Director	$0	$78,081	$887,004
EVAN JONES	Director	1.0	Director	$0	$90,776	$1,191,506
JAMES PENNA	Director	1.0	Director	$0	$83,389	$1,434,306
KENNETH SHROYER	Director	1.0	Director	$0	$108,645	$779,631
MARC HALTERMAN	Director	1.0	Director	$0	$51,420	$348,070
ROBERT HONKANEN	Director	1.0	Director	$0	$81,296	$968,942
SAMUEL RYU	Director	1.0	Director	$0	$103,405	$944,744
Sritha Rajupet	Director	1.0	Director	$0	$49,627	$367,088
SYED SHAH	Director	1.0	Director	$0	$88,409	$868,835
VINCENT YANG	Director	1.0	Director	$0	$98,407	$951,986
WAYNE WALTZER	DIRECTOR	1.0	Director	$0	$110,679	$1,218,539
WILLIAM BURKE	Director	1.0	Director	$0	$62,940	$749,300
TODD GRIFFIN	FORMER	0.0		$0	$108,784	$1,196,782

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	$290,150,525	$317,812,960	$304,259,792	$-27,662,435
2023	$288,279,104	$313,163,962	$336,748,383	$-24,884,858
2022	$274,333,161	$286,568,645	$127,384,073	$-12,235,484
2021	$269,193,651	$246,457,382	$140,139,431	$22,736,269
2020	$214,611,921	$233,065,591	$114,712,208	$-18,453,670
2019	$248,825,491	$234,335,054	$135,820,922	$14,490,437
2019	$248,825,491	$234,335,054	$135,820,922	$14,490,437
2018	$219,255,074	$212,354,643	$115,620,845	$6,900,431
2018	$219,255,074	$212,354,643	$115,620,845	$6,900,431

SB Clinical Practice Management Plan Inc