NATIONAL COMMUNITY ONCOLOGY DISPENSING ASSOCIATION INC (EIN 473666096) - 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

2015

Legal Domicile

Principal Officer

MICHAEL REFF

Phone

3152564935

Tax Period

2024-01-01 to 2024-12-31

NATIONAL COMMUNITY ONCOLOGY DISPENSING ASSOCIATION INC, founded in 2015, is a mid-sized nonprofit in the Human Services sector that reported $12.3M in total revenue in fiscal year 2024. Expenses of $11.7M left a modest 5% surplus.

Mission

THE ORGANIZATION WILL CREATE PROGRAMS AND MATERIAL THAT WILL HELP EDUCATE PATIENTS AND HEALTHCARE PROVIDERS REGARDING ORAL ONCOLOGY AND SUPPORTIVE MEDICATIONS FOR THE IMPROVEMENT OF PATIENT 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 (2024)

Revenue Breakdown

Contributions & Grants $27,437

Program Service Revenue $11,093,366

Investment Income $853,303

Other Revenue $282,578

TOTAL REVENUE $12,256,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,125,324

Fundraising Expenses $0

Program Expenses $9,934,547

Other Expenses $5,571,804

TOTAL EXPENSES $11,697,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,256,684	$12,553,719	0.0%
Expenses	$11,697,128	$9,523,697	+0.2%
Net Income	$559,556	$3,030,022	-0.8%

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

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

$937,477

Total Directors

$22,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SCHWARTZ	PRESIDENT	1.00	Officer Director	$3,000	$0	$3,000
NANCY EGERTON	VICE PRESIDENT	1.00	Officer Director	$3,900	$0	$3,900
JONAS CONGELLI	TREASURER	1.00	Officer Director	$7,750	$0	$7,750
JOHN LONG	BOARD MEMBER	0.50	Director	$0	$0	$0
ELDON MAYER	BOARD MEMBER	0.50	Director	$0	$0	$0
JIM HOLMES	SECRETARY	0.50	Officer Director	$0	$0	$0
JOE ROCCO	BOARD MEMBER	1.00	Director	$7,500	$0	$7,500
GEORGE LOREFICE	BOARD MEMBER	0.50	Director	$0	$0	$0
RICK POOLER	BOARD MEMBER	0.50	Director	$0	$0	$0
LUCIO GORDON	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL REFF	EXECUTIVE DIRECTOR	40.00	Officer	$898,538	$24,289	$922,827
STEPHEN ZITER	EMPLOYEE	40.00	Highest	$266,956	$17,531	$284,487
STACEY MCCULLOUGH	EMPLOYEE	40.00	Highest	$357,277	$17,453	$374,730
PATRICK CONNELLY	EMPLOYEE	40.00	Highest	$448,763	$0	$448,763

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	$12,256,684	$11,697,128	$20,409,763	$559,556
2023	$12,717,001	$9,530,354	$19,667,082	$3,186,647
2023	No data	No data	No data	No data
2022	$11,323,212	$7,948,374	$17,165,699	$3,374,838
2022	No data	No data	No data	No data
2021	$10,247,178	$5,157,571	$13,075,647	$5,089,607
2020	$7,046,121	$2,980,891	$7,786,466	$4,065,230
2019	$4,474,881	$3,861,912	$3,411,132	$612,969
2019	$4,474,881	$3,584,409	$3,688,635	$890,472
2018	$3,284,424	$2,387,862	$2,324,229	$896,562

NATIONAL COMMUNITY ONCOLOGY DISPENSING ASSOCIATION INC