PHYSICIANS FOR MEDICARE ADVANTAGE BENEFICIARIES (EIN 990955287) - 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

2023

Legal Domicile

Principal Officer

DONNA WALKER

Phone

4102800025

Tax Period

2025-01-01 to 2025-12-31

PHYSICIANS FOR MEDICARE ADVANTAGE BENEFICIARIES, founded in 2023, is a small nonprofit in the Community Improvement sector that reported $156K in total revenue in fiscal year 2025. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $250K exceeded revenue, resulting in a 60% operating deficit.

Mission

OUR MISSION IS TO AMPLIFY THE VOICES AND UNIQUE PERSPECTIVES OF DOCTORS WHO WANT TO ENSURE THAT SENIOR CITIZENS ENROLLED IN MEDICARE ADVANTAGE CONTINUE TO HAVE ACCESS TO CARE THEY NEED.

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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 $156,413

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $156,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,000

Other Expenses $250,068

TOTAL EXPENSES $250,068

Year-over-Year Comparison

	2025	2024	Change
Revenue	$156,413	$219,000	-0.3%
Expenses	$250,068	$284,266	-0.1%
Net Income	$-93,655	$-65,266	+0.4%

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
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
DONNA WALKER	PRESIDENT	1.50	Officer	$0	$0	$0
KIMBERLY FICOCELLI	SECRETARY	1.50	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
2025	$156,413	$250,068	$74,144	$-93,655
2024	No data	No data	No data	No data

PHYSICIANS FOR MEDICARE ADVANTAGE BENEFICIARIES