UNIVERSITY PHYSICIANS GROUP (EIN 742760152) - 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

1994

Legal Domicile

Principal Officer

ROBERT R LEVERENCE MD

Phone

2104504726

Tax Period

2023-09-01 to 2024-08-31

UNIVERSITY PHYSICIANS GROUP, founded in 1994, is a small nonprofit in the Health Care sector that reported $234K in total revenue in fiscal year 2023. Net assets of $1.9M represent 99 months of operating reserves.

Mission

PROVIDE HEALTH CARE SERVICES TO THE PUBLIC. WE MAKE LIVES BETTER.

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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 $146,248

Investment Income $0

Other Revenue $87,613

TOTAL REVENUE $233,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,785

Fundraising Expenses $0

Program Expenses $198,785

Other Expenses $35,076

TOTAL EXPENSES $233,861

Year-over-Year Comparison

	2023	2022	Change
Revenue	$233,861	$230,975	+0.0%
Expenses	$233,861	$230,975	+0.0%
Net Income	$0	$0	N/A

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

N/A

Employees

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

$4,834,559

Total Directors

$4,206,203

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT A HROMAS MD	CHAIRMAN	1.00	Officer Director	$0	$54,107	$1,249,880
MARK D BONNEN MD	SECRETARY	1.00	Officer Director	$0	$53,689	$821,772
ROBERT R LEVERENCE MD	PRESIDENT/CEO	1.00	Officer Director	$0	$45,876	$689,630
DANIEL A JOHNSON MD	TREASURER	1.00	Officer Director	$0	$54,170	$629,645
RAJEEV SURI MD	DIRECTOR	1.00	Director	$0	$47,874	$815,276
ANDREA M MARKS MBA CPA	CHIEF OPERATING OFFICER/EX OFFICIO	1.00	Officer	$0	$45,086	$880,763
GINNY GOMEZ-LEON	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$52,011	$562,869

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	$233,861	$233,861	$1,935,622	No data
2023	$230,975	$230,975	$1,935,622	No data
2022	$34,225	$34,225	$1,935,622	No data
2021	$93,186	$93,186	$1,935,622	No data
2020	$55,627	$55,627	$1,935,622	No data
2019	$29,750	$29,750	$1,935,622	No data
2018	$726,899	$726,899	$1,935,622	No data

UNIVERSITY PHYSICIANS GROUP