Coalition for Physician Well-Being Inc

EIN: 463477012 501(c)(3) Education

Altamonte Springs, FL

Total Revenue
$216,395
Total Expenses
$177,433
Total Assets
$338,224
Net Assets
$337,624
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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
FL
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

To provide education and educational tools to promote the well-being of physicians and other medical professionals.

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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 $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

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Governance

Voting Members
9
Independent Members
6
Employees
N/A
Volunteers
6

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
1
$481,492
Total Directors
10
$1,396,617
Key Employees
1
$243,076
Highest Compensated
0
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
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