RONALD G MICHELS FELLOWSHIP FOUNDATION INC (EIN 521715328) - 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

1991

Legal Domicile

Principal Officer

CP WILKINSON MD

Phone

4109794310

Tax Period

2023-01-01 to 2023-12-31

RONALD G MICHELS FELLOWSHIP FOUNDATION INC, founded in 1991, is a small nonprofit in the Diseases & Disorders sector that reported $173K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $141K, a strong 81% operating margin.

Mission

SUPPORT OF FELLOWS IN TRAINING IN VITREORETINAL SURGERY

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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 $116,352

Program Service Revenue $0

Investment Income $56,651

Other Revenue $0

TOTAL REVENUE $173,003

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,454

Other Expenses $20,132

TOTAL EXPENSES $32,132

Year-over-Year Comparison

	2023	2022	Change
Revenue	$173,003	$148,328	+0.2%
Expenses	$32,132	$76,462	-0.6%
Net Income	$140,871	$71,866	+1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDER J BRUCKER MD	PRESIDENT/CHAIRMAN	0.50	Officer Director	$0	$0	$0
ALICE M WILKINSON	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
CP WILKINSON MD	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
ALLISON MICHELS-PETTINELLI MD	BOARD MEMBER	0.00	Director	$0	$0	$0
RANDY MICHELS	BOARD MEMBER	0.00	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	$173,003	$32,132	$1,344,894	$140,871
2022	$148,328	$76,462	$1,127,348	$71,866
2021	$156,683	$40,736	$1,188,710	$115,947
2020	$108,694	$108,561	$1,006,454	$133
2019	$129,324	$68,637	$976,568	$60,687
2018	$171,839	$70,466	$823,117	$101,373

RONALD G MICHELS FELLOWSHIP FOUNDATION INC