Coalition for Physician Well-Being… - Form 990 Financial Data

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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

Principal Officer

Robert Rodgers

Phone

4073572458

Tax Period

2023-01-01 to 2023-12-31

Coalition for Physician Well-Being Inc, founded in 2013, is a small nonprofit in the Education sector that reported $216K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $39K, a strong 18% operating margin.

Mission

The filing organization shall be operated exclusively to educate, develop, and offer resources and grants for the well-being of physicians and other clinical personnel engaged in the workforce of healthcare institutions, and to engage Clinicians and Clinical Organizations in developing and promoting a wholistic paradigm that attends to personal and professional factors that contribute to burnout, enabling the Clinicians to focus on patient quality and outcomes.

Program Service Accomplishments

Program 1

Expenses: $136,724 Revenue: $102,101

During 2023, Coalition for Physician Well-Being, Inc. sought to provide education and educational tools and resources to physicians, advanced practice provers and other medical and healthcare...

During 2023, Coalition for Physician Well-Being, Inc. sought to provide education and educational tools and resources to physicians, advanced practice provers and other medical and healthcare professionals. An annual educational conference was held as well as monthly webinars and podcasts. In addition, the educational goals of the organization were supported by the published books; Physician well-being during sustained crisis, Transforming the Heart of Practice, and the Medicus Integra survey, which is a resource offered by the organization to provide metrics for assessing progress in program development related to physician resilience and well-being. The Coalition for Physician Well-Being provided six scholarships to medical residents to participate in the annual educational conference, to learn and take back resources and programming to their healthcare systems or hospitals.

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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 $110,431

Program Service Revenue $102,101

Investment Income $3,863

Other Revenue $0

TOTAL REVENUE $216,395

Expense Breakdown

Grants Paid $10,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,724

Other Expenses $166,633

TOTAL EXPENSES $177,433

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,395	$251,339	-0.1%
Expenses	$177,433	$205,612	-0.1%
Net Income	$38,962	$45,727	-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

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

$481,492

Total Directors

$1,396,617

Key Employees

$243,076

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Frick Nancy	Director (End 05/23)	0.20	Director	$0	$0	$0
Geeding PhD Dan	Director	0.20	Director	$0	$0	$0
Gonzalez PhD Dennis	Director	0.20	Director	$0	$0	$0
Hamilton MD Thomas	President/Chairman/Director	3.00	Officer Director	$0	$17,822	$481,492
Johnson APRN Ivonne	Director	0.20	Director	$0	$41,967	$311,245
McCallister MD Dianne	Director	0.20	Director	$0	$0	$0
Rodgers MD Robert	Director	0.20	Director	$0	$105,059	$602,852
Schumm MD Herbert	Director	0.20	Director	$0	$0	$0
Wysockey-Johnson MDiv Doug	Director	0.20	Director	$0	$0	$0
Wilson MD Lanny	Director	0.20	Director	$0	$0	$1,028
Santana-Cebollero DeAnna	Executive Director	15.00	Key Emp	$0	$37,496	$243,076

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	$216,395	$177,433	$338,224	$38,962
2022	$251,339	$205,612	$395,661	$45,727
2021	$84,688	$67,578	$294,886	$17,110
2020	$177,390	$38,046	$258,408	$139,344
2018	$151,089	$86,434	$95,822	$64,655

Coalition for Physician Well-Being Inc