Medical Fitness Education Foundation (EIN 822113931) - 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

2017

Legal Domicile

Principal Officer

Lisa Dougherty

Phone

9493784505

Tax Period

2025-01-01 to 2025-12-31

Medical Fitness Education Foundation, founded in 2017, is a small nonprofit in the Diseases & Disorders sector that reported $331K in total revenue in fiscal year 2025. Expenses of $416K exceeded revenue, resulting in a 26% operating deficit.

Mission

THE MEDFIT EDUCATION FOUNDATION'S SPECIFIC PURPOSE IS TO PROMOTE THE CREATION,DISTRIBUTION AND USAGE OF EDUCATIONAL MATERIALS FOR FITNESS PROFESSIONALS AND RELATED FIELDS ON HOW TO WORK WITH CLIENTS WHO HAVE CHRONIC MEDICAL CONDITIONS, DISABILITIES, OR OTHER SPECIAL CONSIDERATIONS. FURTHER, OUR SERIVCES INCLUDE COMMUNITY INVOLVEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $151,110

Program Service Revenue $110,712

Investment Income $13,242

Other Revenue $55,621

TOTAL REVENUE $330,685

Expense Breakdown

Grants Paid $4,800

Salaries & Benefits $104,248

Fundraising Expenses $0

Program Expenses $282,675

Other Expenses $307,130

TOTAL EXPENSES $416,178

Year-over-Year Comparison

	2025	2024	Change
Revenue	$330,685	$344,102	0.0%
Expenses	$416,178	$418,846	0.0%
Net Income	$-85,493	$-74,744	+0.1%

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

$96,000

Total Directors

$96,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Dougherty	CEO	40.00	Officer Director	$96,000	$0	$96,000
Karen Mileski	Director	16.00	Director	$0	$0	$0
Peter Hoyt	Director	8.00	Director	$0	$0	$0
Colette O'Donnell	Director	8.00	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
2025	$330,685	$416,178	$2,989,856	$-85,493
2024	$344,102	$418,846	$2,989,874	$-74,744
2023	$226,934	$476,058	$3,032,158	$-249,124
2022	$3,481,779	$430,988	$3,313,594	$3,050,791
2021	$438,376	$301,646	$239,078	$136,730
2020	$290,858	$210,733	$108,942	$80,125

Medical Fitness Education Foundation