Practice Transformation Institute

Practice Transformation Institute faces recurring deficits despite consistent revenue generation.

EIN: 208851734 · Rochester Hls, MI · NTEE: B03 · Updated: 2026-03-28

$481KRevenue
$47KAssets
65/100Mission Score (Good)
B03
Practice Transformation Institute Financial Summary
MetricValue
Total Revenue$481K
Total Expenses$622K
Program Spending75%
Net Assets$40K
Transparency Score65/100

Search Intent Cockpit

Practice Transformation Institute Form 990, Revenue, CEO Pay, and IRS Filing Signals

Practice Transformation Institute is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Practice Transformation Institute in one place.

Form 990 Filing Summary

13 filing years are available, with latest revenue of $478K and expenses of $622K.

Revenue and Expenses

Practice Transformation Institute reported $478K in revenue and $622K in expenses, a deficit of $144K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

65/100 mission score, 3 red flags, and 3 strengths are shown from structured and AI review.

Is Practice Transformation Institute Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
75%Program Expense
$0Grants Paid
13Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Practice Transformation Institute Expense Deployment
Program services$466K (75%)

Across stored filings, Practice Transformation Institute shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Practice Transformation Institute Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 3 red flags identified
Mission spend75% to programsExcellent
Financial durabilityGrade C13 stored filing years
Peer contextCompare with American Academy Of Podiatric Practice ManagementMichigan and Education context

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Practice Transformation Institute directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Practice Transformation Institute

Practice Transformation Institute (EIN: 208851734) is a nonprofit organization based in Rochester Hls, MI, classified under NTEE code B03. The organization reported total revenue of $481K and total assets of $47K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Practice Transformation Institute's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

16Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Practice Transformation Institute is a small nonprofit that has been operating for 16 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 20.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$478K
Total Expenses$622K
Surplus / Deficit$-143,867
Total Assets$43K
Total Liabilities$3K
Net Assets$40K
Operating Margin-30.1%
Debt-to-Asset Ratio7.3%
Months of Reserves0.8 months

Financial Health Grade: C

In 2023, Practice Transformation Institute reported a deficit of $144K with expenses exceeding revenue, holds 0.8 months of operating reserves (limited), has a debt-to-asset ratio of 7.3% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Practice Transformation Institute's revenue has grown at a compound annual growth rate (CAGR) of 20.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023+196.2%+9.7%-77.8%
2022-79.6%+10.3%-67.4%
2021+31.0%+2.8%+51.1%
2020-6.0%+10.9%+76.3%
2019+2.3%-4.9%+581.4%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date2010

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Practice Transformation Institute demonstrates a mixed financial picture. While the organization has a consistent history of filing its IRS 990s, indicating a commitment to transparency, its financial health shows volatility. For instance, in 2023, expenses of $621,727 significantly outpaced revenue of $477,860, leading to a deficit. This trend of expenses exceeding revenue was also observed in 2022 ($566,832 expenses vs. $161,356 revenue) and 2017 ($449,375 expenses vs. $441,093 revenue), suggesting potential challenges in maintaining financial equilibrium. The organization's assets have also fluctuated considerably, from a high of $598,690 in 2021 to a low of $13,825 in 2014, and currently stand at $47,277, which is relatively low compared to its annual operating expenses. Regarding spending efficiency, without a detailed breakdown of program, administrative, and fundraising expenses from the provided data, it's challenging to give a precise assessment. However, the consistent reporting of 0% officer compensation across all years is a positive indicator of efficient use of funds at the executive level. The significant deficits in recent years, particularly 2022 and 2023, raise questions about the sustainability of its operations and the efficiency of its overall spending relative to its revenue generation. The organization's ability to manage liabilities has also varied, with some years showing high liabilities (e.g., $388,469 in 2014) and others much lower (e.g., $3,152 in 2023). Overall, while the organization is transparent with its filings and shows no officer compensation, its financial stability and spending efficiency warrant closer examination due to recurring deficits and fluctuating asset levels. The lack of detailed expense categories (program, admin, fundraising) in the provided summary limits a deeper analysis of its spending efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Practice Transformation Institute with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 75%
  • fundraising: 10%

According to IRS 990 filings, Practice Transformation Institute allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$478KTotal Revenue
$622KTotal Expenses
$43KTotal Assets
$3KTotal Liabilities
$40KNet Assets
  • The organization reported a deficit of $144K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 7.3%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that officers are not drawing salaries from the organization, which is a positive sign for resource allocation relative to the organization's size and revenue.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Practice Transformation Institute's IRS 990 filings:

  • Recurring significant deficits (e.g., 2022: $405,476 deficit; 2023: $143,867 deficit)
  • Volatile asset base, with a substantial decline from 2021 to 2023
  • Low current assets ($47,277) relative to annual expenses (e.g., $621,727 in 2023)

Strengths

The following positive indicators were identified for Practice Transformation Institute:

  • Consistent IRS 990 filing history, indicating transparency
  • 0% officer compensation reported across all years, suggesting efficient use of funds at the executive level
  • History of generating over $400,000 in revenue in most years, demonstrating program activity

Frequently Asked Questions about Practice Transformation Institute

Is Practice Transformation Institute a legitimate charity?

Practice Transformation Institute (EIN: 208851734) is a registered tax-exempt nonprofit based in Michigan. Our AI analysis gives it a Mission Score of 65/100. It has 13 years of IRS 990 filings on record. Total revenue: $481K. 3 red flags identified. 3 strengths noted. Financial health grade: C.

How does Practice Transformation Institute spend its money?

Practice Transformation Institute directs 75% of its spending to programs and services. Fundraising costs 10%. This exceeds the 65% industry benchmark.

Are donations to Practice Transformation Institute tax-deductible?

Practice Transformation Institute is registered as a tax-exempt nonprofit (EIN: 208851734). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Practice Transformation Institute's spending goes to programs?

Practice Transformation Institute directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Practice Transformation Institute compare to similar nonprofits?

With a transparency score of 65/100 (Good), Practice Transformation Institute is above average for NTEE category B03 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Practice Transformation Institute located?

Practice Transformation Institute is headquartered in Rochester Hls, Michigan and files with the IRS under EIN 208851734. It is classified under NTEE code B03.

How many years of IRS 990 filings does Practice Transformation Institute have?

Practice Transformation Institute has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $481K in total revenue.

Why did expenses significantly exceed revenue in 2022 and 2023?

In 2022, expenses were $566,832 against revenue of $161,356, and in 2023, expenses were $621,727 against revenue of $477,860. This consistent deficit raises questions about financial planning and sustainability.

What caused the substantial fluctuation in assets, from $598,690 in 2021 to $43,314 in 2023?

The significant drop in assets over a short period suggests either substantial asset utilization, divestment, or financial losses that warrant further investigation into the organization's financial management.

How does the organization plan to address its recurring deficits?

With expenses frequently exceeding revenue, particularly in recent years, understanding the organization's strategy for achieving financial stability is crucial.

Filing History

IRS 990 filing history for Practice Transformation Institute showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Practice Transformation Institute's revenue has grown by 863.7%, moving from $50K to $478K. Total assets increased by 794.5% over the same period, from $5K to $43K. Total functional expenses rose by 356.4%, from $136K to $622K. In its most recent filing year (2023), Practice Transformation Institute reported a deficit of $144K, with expenses exceeding revenue. The organization holds $3K in liabilities against $43K in assets (debt-to-asset ratio: 7.3%), resulting in net assets of $40K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $478K $622K $43K $3K
2022 $161K $567K $195K $11K View 990
2021 $792K $514K $599K $9K View 990
2020 $604K $500K $396K $84K View 990
2019 $643K $451K $225K $17K View 990
2018 $628K $475K $33K $17K View 990
2017 $441K $449K $36K $173K
2016 $629K $435K $22K $152K View 990
2015 $482K $430K $26K $349K View 990
2014 $649K $571K $14K $388K View 990
2013 $643K $680K $13K $466K View 990
2012 $92K $288K $22K $438K View 990
2011 $50K $136K $5K $225K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $478K, expenses of $622K, and assets of $43K (revenue +196.2% year-over-year).
  • 2022: Revenue of $161K, expenses of $567K, and assets of $195K (revenue -79.6% year-over-year).
  • 2021: Revenue of $792K, expenses of $514K, and assets of $599K (revenue +31.0% year-over-year).
  • 2020: Revenue of $604K, expenses of $500K, and assets of $396K (revenue -6.0% year-over-year).
  • 2019: Revenue of $643K, expenses of $451K, and assets of $225K (revenue +2.3% year-over-year).
  • 2018: Revenue of $628K, expenses of $475K, and assets of $33K (revenue +42.4% year-over-year).
  • 2017: Revenue of $441K, expenses of $449K, and assets of $36K (revenue -29.8% year-over-year).
  • 2016: Revenue of $629K, expenses of $435K, and assets of $22K (revenue +30.6% year-over-year).
  • 2015: Revenue of $482K, expenses of $430K, and assets of $26K (revenue -25.8% year-over-year).
  • 2014: Revenue of $649K, expenses of $571K, and assets of $14K (revenue +0.9% year-over-year).
  • 2013: Revenue of $643K, expenses of $680K, and assets of $13K (revenue +601.6% year-over-year).
  • 2012: Revenue of $92K, expenses of $288K, and assets of $22K (revenue +84.9% year-over-year).
  • 2011: Revenue of $50K, expenses of $136K, and assets of $5K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Practice Transformation Institute:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Practice Transformation Institute is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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