FELLOWS FORUM INC

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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

2023

Legal Domicile

Principal Officer

Rodney Daniels MD

Phone

7272630800

Tax Period

2023-01-01 to 2023-12-31

FELLOWS FORUM INC, founded in 2023, is a small nonprofit in the Diseases & Disorders sector that reported $285K in total revenue in fiscal year 2023. The organization ran a surplus of $144K, a strong 51% operating margin.

Mission

The primary purpose of this corporation is to organize and manage educational conferences for fellows and clinicians in the field of rheumatology and develop and disseminate patient education materials and programs. in addition, the Corporation may sponsor research in the field of rheumatology and seek public funding for such research.

Program Service Accomplishments

Program 1

Expenses: $141,135 Revenue: $285,404

Contracted Services and Professional Fees: $47050 Office Supplies and Expenses: $13309 Advertising and Marketing Expenses: $39833 Travel: $34443 Professional Fees: $6500

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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 $285,404

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $285,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,050

Fundraising Expenses $0

Program Expenses $141,135

Other Expenses $94,085

TOTAL EXPENSES $141,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$285,404	N/A	N/A
Expenses	$141,135	N/A	N/A
Net Income	$144,269	$0	N/A

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

$2,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Levin MD	Chairman	2	Officer	$2,000	$0	$2,000
Sunny Patel MD	Vice President	1	Officer	$0	$0	$0
Yoshi Barreirinhas	Treasurer	1	Officer	$0	$0	$0
Andrew Ripps	Secretary	1	Officer	$0	$0	$0
Rodney Daniel MD	President	2	Key Emp	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$285,404	$141,135	$144,269	$144,269