Union of American Physicians and Dentists Benefits Fund (EIN 851567943) - 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

2020

Legal Domicile

Principal Officer

JULIE WU HSIEH

Phone

8005856977

Tax Period

2024-01-01 to 2024-12-31

Union of American Physicians and Dentists Benefits Fund, founded in 2020, is a small nonprofit in the Health Care sector that reported $645K in total revenue in fiscal year 2024. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $292K, a strong 45% operating margin.

Mission

TO PROVIDE EDUCATION AND BENEFITS FOR THE PURPOSE OF RECRUITING AND RETAINING HEALTHCARE WORKERS TO THE PUBLIC HEALTH CARE SECTOR.

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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 $400,000

Program Service Revenue $0

Investment Income $0

Other Revenue $244,803

TOTAL REVENUE $644,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $327,774

Other Expenses $352,546

TOTAL EXPENSES $352,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$644,803	$317,022	+1.0%
Expenses	$352,546	$424,658	-0.2%
Net Income	$292,257	$-107,636	-3.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Ige	President	2.0	Officer Director	$0	$0	$0
Julie Wu Hsieh	Secretary/Treasurer	3.0	Officer Director	$0	$0	$0
Ralph Miller	Board Member	0.5	Director	$0	$0	$0
Lillian Boctor	Board Member	0.5	Director	$0	$0	$0
Tom Martinez	board Member	0.5	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
2024	$644,803	$352,546	$371,153	$292,257
2023	$317,022	$424,658	$78,896	$-107,636
2022	$280,415	$600,579	$186,532	$-320,164
2021	$194,362	$361,784	$506,696	$-167,422
2020	$797,938	$123,820	$674,118	$674,118

Union of American Physicians and Dentists Benefits Fund