AMERICAN COLLEGE OF PHYSICIAN ADVISORS INC (EIN 465645410) - 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

2014

Legal Domicile

Phone

6304161166

Tax Period

2023-01-01 to 2023-12-31

AMERICAN COLLEGE OF PHYSICIAN ADVISORS INC, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $507K in total revenue in fiscal year 2020. Revenue surged 111% from the prior year, signaling strong growth momentum. The organization ran a surplus of $258K, a strong 51% operating margin.

Mission

To promote and enhance the instrumental role of physician advisors across the continuum of healthcare through education and professional development.

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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 $798,005

Investment Income $16,852

Other Revenue $16,387

TOTAL REVENUE $831,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,000

Fundraising Expenses $0

Other Expenses $681,896

TOTAL EXPENSES $711,896

Year-over-Year Comparison

	2023	2022	Change
Revenue	$831,244	$593,063	+0.4%
Expenses	$711,896	$634,402	+0.1%
Net Income	$119,348	$-41,339	-3.9%

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

122

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

$27,500

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIET UGARTE HOPKINS	President	5.00	Officer Director	$10,000	$0	$10,000
Clarissa Barnes	Vice President	5.00	Officer Director	$10,000	$0	$10,000
Ahmed Abuabdou	Vice President	5.00	Officer Director	$7,500	$0	$7,500
Elizabeth Quinn	Director	5.00	Director	$2,500	$0	$2,500
CHARLES LOCKE	Treasurer	5.00	Officer Director	$0	$0	$0
Anjani Mahabashya	Vice President	5.00	Officer Director	$0	$0	$0
Carolyn Dutton	Director	5.00	Director	$0	$0	$0
Denise Goodman	Director	5.00	Director	$0	$0	$0
Alvin Gore	Director	5.00	Director	$0	$0	$0
Benjamin Kartchner	Director	5.00	Director	$0	$0	$0
Mary McLaughlin-David	Director	5.00	Director	$0	$0	$0
Anuja Mohla	Director	5.00	Director	$0	$0	$0
Emeric Palmer	Director	5.00	Director	$0	$0	$0
Ritu Prasad	Director	5.00	Director	$0	$0	$0
Erica Remer	Director	5.00	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	$831,244	$711,896	$1,275,071	$119,348
2022	$593,063	$634,402	$1,006,624	$-41,339
2021	$495,395	$281,699	$977,989	$213,696
2020	$507,331	$249,776	$760,851	$257,555

AMERICAN COLLEGE OF PHYSICIAN ADVISORS INC