EPIC MEDICAL SERVICES PC

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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

2016

Legal Domicile

Principal Officer

LISA BURCH

Phone

5167397733

Tax Period

2024-01-01 to 2024-12-31

EPIC MEDICAL SERVICES PC, founded in 2016, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.7M left a modest 10% surplus.

Mission

EPIC MEDICAL SERVICES, P.C. ("EPIC MEDICAL") WAS INCORPORATED UNDER NEW YORK STATE LAW IN 2016 AS A CAPTIVE PROFESSIONAL SERVICES CORPORATION. EPIC LONG ISLAND, INC. IS THE SOLE SHAREHOLDER OF EPIC MEDICAL. EFFECTIVE APRIL 1, 2016, THE NEW YORK STATE OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES ("OPWDD") ELIMINATED THE PROVISION OF OFFSITE ARTICLE 16 SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND INTRODUCED A NEW MEDICAID STATE PLAN SERVICE KNOWN AS INDIVIDUAL PRACTITIONER SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES ("IPSIDD"). THIS DEVELOPMENT LED TO THE FORMATION OF EPIC MEDICAL, TO ALLOW PROVISION OF THESE SERVICES. IPSIDD SERVICES ARE LIMITED TO PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, SOCIAL WORK, AND PSYCHOLOGICAL SERVICES THAT MAY BE PROVIDED TO INDIVIDUALS IN SERVICE ARRANGEMENTS SUBJECT TO PRIOR AUTHORIZATION FROM OPWDD.

Program Service Accomplishments

Program 1

Expenses: $1,621,790 Revenue: $1,881,707

THE SPECIALTY CLINIC PROVIDES SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES TO IMPROVE OR MAINTAIN THE QUALITY OF THEIR LIVES. THE SERVICES ARE OF A HABILITATIVE CLINICAL NATURE TO AMELIORATE OR TO LIMIT THE DISABLING CONDITION IN THE LEAST RESTRICTIVE SETTING. WE PROVIDE PSYCHIATRIC AND SOCIAL WORK EVALUATION AND PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY.

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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 $330

Program Service Revenue $1,881,707

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,882,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $312,280

Fundraising Expenses $0

Program Expenses $1,621,790

Other Expenses $1,382,724

TOTAL EXPENSES $1,695,004

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,882,037	$2,042,214	-0.1%
Expenses	$1,695,004	$1,727,159	0.0%
Net Income	$187,033	$315,055	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY L NAGEL ESQ	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DR SEBASTIAN AVOLESE	PRESIDENT	1.00	Officer Director	$0	$0	$0
HENRY KLOSOWSKI	SECRETARY	1.00	Officer Director	$0	$0	$0
JOEL ACKERMAN CPA	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BOHL CPA	DIRECTOR	1.00	Director	$0	$0	$0
JULIE HARNISHER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KARSON	DIRECTOR	1.00	Director	$0	$0	$0
DR JOSIANE LAJOIE	DIRECTOR	1.00	Director	$0	$0	$0
RANDOLPH M LANG	DIRECTOR	1.00	Director	$0	$0	$0
DONALD LUNEBERG	DIRECTOR	1.00	Director	$0	$0	$0
LARRY SLATKY	DIRECTOR	1.00	Director	$0	$0	$0
RAYMOND TAMAYO	DIRECTOR	1.00	Director	$0	$0	$0
LISA BURCH	PRESIDENT/CEO (AS OF 02/24)	1.00	Officer	$0	$0	$0
THOMAS M HOPKINS	PRESIDENT/CEO (UNTIL 05/24)	1.00	Officer	$0	$0	$0
LAWRENCE BOORD	CFO	1.00	Officer	$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	$1,882,037	$1,695,004	$3,884,878	$187,033
2023	$2,042,214	$1,727,159	$3,697,845	$315,055
2022	$2,038,175	$1,716,138	$3,382,790	$322,037
2021	$2,279,591	$1,760,912	$3,060,753	$518,679
2020	$2,038,359	$1,494,053	$2,542,074	$544,306
2019	$2,669,382	$2,223,181	$1,997,768	$446,201
2018	$3,081,130	$2,437,819	$1,551,567	$643,311