Clinical Specialty Associates
Nonprofit profile at a glance
- EIN
- 331617353
- IRS 990-EZ coverage
- 2024–2024
- Forms available
- Form 990-EZ 2024
- Location
- Bala Cynwyd, PA, USA
- Phone
- 6109021789
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $151,335
- Expenses
- $709,505
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
People named in this filing
- SCOTT SCHLEGEL (EXEC. DIR. (EX OFFICIO))
- CHARLES F ORELLANA MD (SNR. MED. DIR., TRUSTEE)
- JOSEPH P HEANEY (SECRETARY, TRUSTEE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Clinical specialty associates serves to further the charitable healthcare, educational and scientific purposes of the university of Pennsylvania health system, including through its activities of promoting health and providing charitable healthcare and health services to the community.
What it reported doing in 2024
Clinical specialty associates ("csa") is part of the university of Pennsylvania health system ("uphs"). In keeping with its charitable purpose, uphs accepts patients in serious need of medical care regardless of their financial status. Uphs maintains records to identify and monitor levels of charity care provided, including the amount of payment forgone, based on established rates, for services and supplies furnished under its charity care policy. Uphs also provides care to patients who do not have health insurance or meet the criteria to qualify for its charity care policy, and certain amounts charged for such services are deemed to be uncollectible. Csa was formed in october 2024 in order to provide charitable primary, as well as specialty, healthcare services through the development of a network of primary and specialty care physicians, nurses and other healthcare professionals to serve the local community as part of an integrated healthcare delivery system.
Operating model
- Revenue model
- Earned-program. 95% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 96
- Transparency & Controls: 82
- Sustainability: 8
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 89%; rating input score 89
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -368.8%; rating input score 0; 0th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 100% of revenue deployed · 89% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $631K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Contacts: How to reach this organization
- Related organizations: Filed and resolved organization relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 1/100.