VERMONT MEDICAL SOCIETY (EIN 030164911) - 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

1938

Legal Domicile

Principal Officer

JESSA BARNARD

Tax Period

2023-01-01 to 2023-12-31

VERMONT MEDICAL SOCIETY, founded in 1938, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. The organization ran a surplus of $424K, a strong 36% operating margin.

Mission

THE VERMONT MEDICAL SOCIETY IS THE LEADING VOICE OF PHYSICIANS AND PHYSICIAN ASSISTANTS IN THE STATE AND IS DEDICATED TO ADVANCING THE PRACTICE OF MEDICINE BY ADVOCATING ON BEHALF OF VERMONTS CLINICIANS AND THE PATIENTS AND COMMUNITIES THEY CARE FOR.

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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 $199,057

Program Service Revenue $728,031

Investment Income $229,988

Other Revenue $31,498

TOTAL REVENUE $1,188,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $445,681

Fundraising Expenses $0

Program Expenses $627,357

Other Expenses $318,546

TOTAL EXPENSES $764,227

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,188,574	$1,102,332	+0.1%
Expenses	$764,227	$735,388	+0.0%
Net Income	$424,347	$366,944	+0.2%

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

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

$136,284

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSA BARNARD	EXECUTIVE DIRECTOR	34.00	Officer	$122,846	$13,438	$136,284
JESSIE LEYSE	BOARD MEMBER	0.25	Director	$0	$0	$0
DONALD DUPUIS	BOARD MEMBER	0.25	Director	$0	$0	$0
AIDA AVDIC	BOARD MEMBER	0.25	Director	$0	$0	$0
ALISON DAVIS	BOARD MEMBER	0.25	Director	$0	$0	$0
RYAN CLOUSER	BOARD MEMBER	0.25	Director	$0	$0	$0
BRIAN IRWIN	BOARD MEMBER	0.25	Director	$0	$0	$0
MARK FUNG	BOARD MEMBER	0.25	Director	$0	$0	$0
ADAM KUNIN	BOARD MEMBER	0.25	Director	$0	$0	$0
NAIIM ALI	BOARD MEMBER	0.25	Director	$0	$0	$0
ALEXANDRA BANNACH	BOARD MEMBER	0.25	Director	$0	$0	$0
EVAN GASTON	BOARD MEMBER	0.25	Director	$0	$0	$0
EDWARD BORRAZZO	BOARD MEMBER	0.25	Director	$0	$0	$0
MOLLY BENOIT	BOARD MEMBER	0.25	Director	$0	$0	$0
KATIE ALLEN	BOARD MEMBER	0.25	Director	$0	$0	$0
SAEED AHMED	BOARD MEMBER	0.25	Director	$0	$0	$0
LEE MORRISSETTE	BOARD MEMBER	0.25	Director	$0	$0	$0
SARAH BUSHWELLER	BOARD MEMBER	0.25	Director	$0	$0	$0
PRISCILLA CARR	BOARD MEMBER	0.25	Director	$0	$0	$0
TAMARA RIMASH	BOARD MEMBER	0.25	Director	$0	$0	$0
S GLEN NEALE	BOARD MEMBER	0.25	Director	$0	$0	$0
ANNE MORRIS	BOARD MEMBER	0.25	Director	$0	$0	$0
STEPHEN LEFFLER	BOARD MEMBER	0.25	Director	$0	$0	$0
CARL DOBSON	BOARD MEMBER	0.25	Director	$0	$0	$0
ROBERT TORTOLANI	BOARD MEMBER	0.25	Director	$0	$0	$0
NORMAN WARD	BOARD MEMBER	0.25	Director	$0	$0	$0
CATHERINE SCHNEIDER	BOARD MEMBER	0.25	Director	$0	$0	$0
RICHARD PAGE	BOARD MEMBER	0.25	Director	$0	$0	$0
MARK LEVINE	BOARD MEMBER	0.25	Director	$0	$0	$0
KEITH NAGLE	BOARD MEMBER	0.25	Director	$0	$0	$0
LAUREN MACAFEE	BOARD MEMBER	0.25	Director	$0	$0	$0
AMY GREGORY	BOARD MEMBER	0.25	Director	$0	$0	$0
JULIE LIN	BOARD MEMBER	0.25	Director	$0	$0	$0
JOHN LEPPMAN	BOARD MEMBER	0.25	Director	$0	$0	$0
WENDY DAVIS	BOARD MEMBER	0.25	Director	$0	$0	$0
JACOB MARTIN	BOARD MEMBER	0.25	Director	$0	$0	$0
SIMHA RAVVEN	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
RYAN SEXTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA BELL	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
KATIE MARVIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HOWARD SCHAPIRO	TREASURER	1.00	Officer Director	$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
2024	No data	No data	No data	No data
2023	$1,188,574	$764,227	$4,298,111	$424,347
2022	$1,102,332	$735,388	$3,769,958	$366,944
2021	$1,020,057	$739,702	$3,728,737	$280,355
2020	$922,564	$718,815	$3,178,092	$203,749
2019	$974,381	$859,816	$3,094,038	$114,565
2018	$924,799	$773,191	$2,300,612	$151,608

VERMONT MEDICAL SOCIETY