DOCTOR PATIENT UNITY

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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

2019

Legal Domicile

Principal Officer

GREG BLAIR

Phone

2028139118

Tax Period

2020-01-01 to 2020-12-31

DOCTOR PATIENT UNITY, founded in 2019, is a community nonprofit that reported $9.8M in total revenue in fiscal year 2020. Revenue fell 87% from the prior year — a significant decline worth monitoring.

Mission

THE ORGANIZATION'S MISSION IS TO FURTHER THE COMMON GOOD AND GENERAL WELFARE OF THE CITIZENS OF THE USA BY ENGAGING IN EDUCATION AND ADVOCACY EFFORTS PERTAINING TO HEALTH CARE POLICY, INCLUDING, BUT NOT LIMITED TO, THE ISSUE OF SURPRISE MEDICAL BILLING. THE ORGANIZATION SEEKS TO INCREASE PUBLIC UNDERSTANDING OF CRITICAL HEALTH CARE POLICY ISSUES AND PROMOTE SOLUTIONS THAT EXPAND HEALTH CARE AVAILABILITY WHILE ADDRESSING COSTS IN A RESPONSIBLE MANNER.

Program Service Accomplishments

Program 1

Expenses: $9,066,514

DOCTOR PATIENT UNITY CONDUCTED A NATIONWIDE, PUBLIC COMMUNICATIONS EFFORT TO INFLUENCE LEGISLATIVE DECISION-MAKING ABOUT HEALTH CARE POLICY THROUGH GRASSROOTS MOBILIZATION AND ADVOCACY. DOCTOR...

DOCTOR PATIENT UNITY CONDUCTED A NATIONWIDE, PUBLIC COMMUNICATIONS EFFORT TO INFLUENCE LEGISLATIVE DECISION-MAKING ABOUT HEALTH CARE POLICY THROUGH GRASSROOTS MOBILIZATION AND ADVOCACY. DOCTOR PATIENT UNITY ENGAGED CITIZENS TO PARTICIPATE IN GRASSROOTS ADVOCACY ON PENDING LEGISLATIVE ISSUES THROUGH PAID TELEVISION, RADIO, AND ONLINE ADVERTISING, AND THROUGH THE MAINTENANCE OF A PUBLIC WEBSITE THAT PROVIDED RELATED RESOURCES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $9,762,514

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $9,762,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,066,514

Other Expenses $9,766,594

TOTAL EXPENSES $9,766,594

Year-over-Year Comparison

	2020	2019	Change
Revenue	$9,762,514	$74,869,810	-0.9%
Expenses	$9,766,594	$74,865,730	-0.9%
Net Income	$-4,080	$4,080	-2.0%

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

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
DR BRIAN N TALLEUR	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
DR ANDY WALKER	DIRECTOR	1.00	Director	$0	$0	$0
DR MIKE DAVIS	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
JANNA RUTLAND	TREASURER	5.00	Officer	$0	$0	$0
GREG BLAIR	EXECUTIVE DIRECTOR	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
2020	$9,762,514	$9,766,594	No data	$-4,080
2019	$74,869,810	$74,865,730	$4,080	$4,080