VERMONT MEDICAL SOCIETY EDUC& RESEARCH FDTNINC (EIN 200183445) - 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

2003

Legal Domicile

Principal Officer

KATIE MARVIN MD

Tax Period

2023-01-01 to 2023-12-31

VERMONT MEDICAL SOCIETY EDUC& RESEARCH FDTNINC, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $81K in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $134K exceeded revenue, resulting in a 67% operating deficit.

Mission

PURSUE FUNDING FROM FOUNDATIONS AND OTHER ORGANIZATIONS FOR SUPPORT OF HEALTH EDUCATION AND RESEARCH.

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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 $45,330

Program Service Revenue $12,300

Investment Income $23,019

Other Revenue $0

TOTAL REVENUE $80,649

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,541

Other Expenses $124,497

TOTAL EXPENSES $134,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,649	$200,625	-0.6%
Expenses	$134,497	$114,192	+0.2%
Net Income	$-53,848	$86,433	-1.6%

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
CHARLES MACLEAN	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA PLAVIN	DIRECTOR	1.00	Director	$0	$0	$0
SIMHA RAVVEN	DIRECTOR	1.00	Director	$0	$0	$0
NAIIM ALI	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD PAGE	DIRECTOR	1.00	Director	$0	$0	$0
AIDA AVDIC	DIRECOTR	1.00	Director	$0	$0	$0
PEG BOLTON	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA BELL	DIRECTOR	1.00	Director	$0	$0	$0
WENDY DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD SCHAPIRO	SECRETARY-TREASURER OUTGOING	1.00	Officer Director	$0	$0	$0
RYAN SEXTON	PRESIDENT OUTGOING	1.00	Officer Director	$0	$0	$0
MARK FUND	TREASURER INCOMING	1.00	Officer Director	$0	$0	$0
KATIE MARVIN	PRESIDENT INCOMING	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	$80,649	$134,497	$429,212	$-53,848
2022	$200,625	$114,192	$476,031	$86,433
2019	$385,790	$142,438	$443,922	$243,352

VERMONT MEDICAL SOCIETY EDUC& RESEARCH FDTNINC