Physician Transformation Institute Inc
Nonprofit profile at a glance
- EIN
- 922568488
- IRS 990-EZ coverage
- 2024–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2023
- Location
- Houston, TX, USA
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $198,731
- Expenses
- $181,661
- Assets
- $17,070
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Cheng Ruan (Executive Director)
People named in this filing
- Cheng Ruan (Executive Director)
- Diana Ruan (Treasurer)
- John Kelley (Treasurer)
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
To enhance professional development and collaboration within the healthcare community through education training and leadership programs.
What it reported doing in 2024
Conducted leadership training sessions for healthcare professionals to improve operational excellence and patient care outcomes. Program Staff Salaries Fees 5110: $7,360.23 Contracted Services Instructors 5120: $21,792.22 Venue Event Costs 5140: $25,988.79. We guided a total of 249 healthcare professionals through these training sessions.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 99
- Transparency & Controls: 82
- Sustainability: 31
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 98%; rating input score 98
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 8.6%; rating input score 55; 55th percentile among comparable filings
- Total-asset coverage ratio: 0.09; rating input score 11; 11th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 15.4%; rating input score 18; 18th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 98% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $195K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker 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.
- Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
- High — Sustainability: Total-asset coverage ratio scored 11/100.
- Review — Sustainability: Operating margin scored 55/100.
- High — Sustainability: Officer compensation ratio scored 18/100.