PHYSICIANS LEADERSHIP ACADEMY (EIN 822152009) - 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

ROBERT E FALCONE

Phone

6142407410

Tax Period

2023-01-01 to 2023-12-31

PHYSICIANS LEADERSHIP ACADEMY, founded in 2017, is a small nonprofit in the Education sector that reported $434K in total revenue in fiscal year 2023.

Mission

TO SUPPORT PHYSICIANS THROUGH MINDFUL LEADERSHIP TRAINING.

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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 $303,175

Program Service Revenue $130,333

Investment Income $0

Other Revenue $0

TOTAL REVENUE $433,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $328,918

Other Expenses $434,739

TOTAL EXPENSES $434,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$433,508	$428,600	+0.0%
Expenses	$434,739	$413,987	+0.1%
Net Income	$-1,231	$14,613	-1.1%

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

N/A

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

$468,353

Total Directors

$15,725

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY BELL MD	TRUSTEE	1.00	Director	$7,225	$0	$7,225
MARC L PARNES MD	TRUSTEE	1.00	Director	$8,500	$0	$8,500
AMY RETTIG APRN	TRUSTEE - ENDED PART YEAR	1.00	Director	$0	$0	$0
DAWN PRALL MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANE BROGAN-HABASH PHD	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS FINNIE MD	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM SCHNACKEL MD	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINA CHAN MD	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH LOTTES DO	TRUSTEE	1.00	Director	$0	$0	$0
JASON MELLILO MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIA COURSER MD	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
RUTH MULLOWNEY-AGRA MD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT E FALCONE MD	CEO	2.00	Officer	$0	$1,365	$273,296
LAURIE HAWKINS	CFO/COO	2.00	Officer	$0	$35,976	$195,057

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	$433,508	$434,739	$218,562	$-1,231
2022	$428,600	$413,987	$224,749	$14,613
2021	$346,500	$321,378	$180,323	$25,122
2020	$347,667	$321,390	$142,898	$26,277
2019	$320,167	$313,562	$137,391	$6,605
2018	$346,690	$233,269	$90,726	$113,421

PHYSICIANS LEADERSHIP ACADEMY