COLUMBUS MEDICAL ASSOCIATION FOUNDATION UNLIMITED (EIN 200385860) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

ROBERT E FALCONE

Phone

6142407410

Tax Period

2023-01-01 to 2023-12-31

COLUMBUS MEDICAL ASSOCIATION FOUNDATION UNLIMITED, founded in 2003, is a micro nonprofit in the International Affairs sector that reported $14K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 86% operating margin.

Mission

TO PROVIDE HEALTH AND WELLNESS SERVICES WITHOUT GEOGRAPHIC RESTRICTION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,520

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $13,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,849

TOTAL EXPENSES $1,849

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,520	$23,264	-0.4%
Expenses	$1,849	$1,780	+0.0%
Net Income	$11,671	$21,484	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$476,853

Total Directors

$8,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES L NICHOLS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARC L PARNES MD	PRESIDENT	1.00	Officer Director	$0	$0	$8,500
ALVIN RODACK	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD T BOPE MD	TRUSTEE	1.00	Director	$0	$0	$0
JASMINE GREEN	TRUSTEE	1.00	Director	$0	$0	$0
MARK STAMM	TRUSTEE	1.00	Director	$0	$0	$0
BRET KOCKENTIET MD	TRUSTEE	1.00	Director	$0	$0	$0
KAREN KING MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA LACH	TRUSTEE	1.00	Director	$0	$0	$0
JEFF HALL MD	TRUSTEE	1.00	Director	$0	$0	$0
DON BROWN	TRUSTEE	1.00	Director	$0	$0	$0
ANITA SOMANI MD	TRUSTEE-PART YEAR	1.00	Director	$0	$0	$0
SUGAT PATEL MD	TRUSTEE-PART YEAR	1.00	Director	$0	$0	$0
CATHERINE ROMANOS MD	TRUSTEE	1.00	Director	$0	$0	$0
AHMAD MOSTAFAVIFAR MD	TRUSTEE	1.00	Director	$0	$0	$0
KANNY GREWAL MD	TRUSTEE	1.00	Director	$0	$0	$0
LUIS ALCALDE	TRUSTEE	1.00	Director	$0	$0	$0
LISA WESOLEK	TRUSTEE	1.00	Director	$0	$0	$0
JACOB LIU	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT E FALCONE MD	CEO	1.00	Officer	$0	$1,365	$273,296
LAURIE HAWKINS	CFO/COO	1.00	Officer	$0	$35,976	$195,057

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	$13,520	$1,849	$254,276	$11,671
2022	$23,264	$1,780	$224,952	$21,484
2021	$32,242	$986	$230,110	$31,256
2020	$19,443	$21,138	$212,860	$-1,695
2019	$40,789	$430,793	$200,777	$-390,004
2018	$6,178	$24,349	$554,016	$-18,171

COLUMBUS MEDICAL ASSOCIATION FOUNDATION UNLIMITED