COMMUNITY SERVICE EDUCATION & RESEARCH FUND OF THE SEDMS

EIN: 237003581 501(c)(3) Education

SACRAMENTO, CA

Total Revenue
$647,314
Total Expenses
$766,152
Total Assets
$5,170,769
Net Assets
$5,025,812
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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
CA
Principal Officer
AILEEN WETZEL
Phone
9164515235
Tax Period
2023-01-01 to 2023-12-31

COMMUNITY SERVICE EDUCATION & RESEARCH FUND OF THE SEDMS, founded in 1966, is a small nonprofit in the Education sector that reported $647K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $766K exceeded revenue, resulting in a 18% operating deficit.

Mission

CSERF'S ORIGINAL MISSION TO PROVIDE SCHOLARSHIPS TO DESERVING MEDICAL STUDENTS WAS EXPANDED IN 1997 TO INCLUDE OTHER COMMUNITY PROGRAMS THAT FURTHER THE PROTECTION TO PUBLIC HEALTH BY THE PROMOTION OF ETHICAL AND PROFESSIONAL MEDICAL CARE.

Program Service Accomplishments

Program 1
Expenses: $693,174 Revenue: $124,720

ESTABLISHED IN 1995 WITH A GRANT FROM THE ROBERT WOOD JOHNSON FOUNDATION, THE SACRAMENTO PHYSICIANS' INITIATIVE TO REACH OUT, INNOVATE AND TEACH (SPIRIT) SEEKS TO INCREASE AND ENHANCE PHYSICIAN...

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ESTABLISHED IN 1995 WITH A GRANT FROM THE ROBERT WOOD JOHNSON FOUNDATION, THE SACRAMENTO PHYSICIANS' INITIATIVE TO REACH OUT, INNOVATE AND TEACH (SPIRIT) SEEKS TO INCREASE AND ENHANCE PHYSICIAN RESPONSE TO THE MEDICAL NEEDS OF SACRAMENTO COUNTY'S MEDICALLY INDIGENT POPULATION THROUGH VOLUNTEERISM. KAISER PERMANENTE, UC DAVIS HEALTH SYSTEM, DIGNITY HEALTH, SUTTER MEDICAL CENTER SACRAMENTO/SUTTER MEDICAL GROUP, COUNTY OF SACRAMENTO, AND SEROTONIN SURGE CHARITIES EACH MADE A CASH CONTRIBUTION TO PROVIDE THE NECESSARY COORDINATION AND SUPPORT FOR THE PROJECT.IN ADDITION, SPIRIT RECEIVED SERVICES IN SUPPORT OF DONATED SURGERIES AT KAISER, SUTTER AMBULATORY SURGERY CENTERS, AND MERCY IN THE FORM OF FACILITY USE AS WELL AS PERSONNEL SUPPORT FOR SURGICAL SERVICES. SPIRIT RECRUITS, PLACES, AND COORDINATES REFERRALS TO VOLUNTEER PHYSICIANS IN LOCAL CLINICS, HOSPITALS AND OFFICES WHO PROVIDE FREE PRIMARY, SPECIALTY AND SURGICAL CARE TO MEDICALLY INDIGENT PATIENTS IN SACRAMENTO COUNTY. WITH THE HELP OF SPIRIT VOLUNTEER PHYSICIANS, CLINICS CAN PROVIDE PRIMARY CARE SERVICES TO MORE PATIENTS THAN COULD OTHERWISE BE SEEN, AND PATIENTS CAN RECEIVE SPECIALTY AND SURGICAL SERVICES NOT READILY AVAILABLE THROUGH THE COUNTY CLINIC SYSTEM. IN 2023, PHYSICIANS VOLUNTEERED A TOTAL OF 478 HOURS, TREATING 288 PATIENTS FOR AN ESTIMATED DONATED SERVICE VALUE IN THE AMOUNT OF $429,774.

Program 2

THE MUSEUM OCCUPIES AN AREA OF THE GROUND FLOOR OF THE SOCIETY'S BUILDING. IN ADDITION TO BEING OPEN DURING REGULAR BUSINESS HOURS FOR THE HUNDREDS OF VISITS FROM THE GENERAL PUBLIC, CSERF PROMOTES...

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THE MUSEUM OCCUPIES AN AREA OF THE GROUND FLOOR OF THE SOCIETY'S BUILDING. IN ADDITION TO BEING OPEN DURING REGULAR BUSINESS HOURS FOR THE HUNDREDS OF VISITS FROM THE GENERAL PUBLIC, CSERF PROMOTES PUBLIC SCHOOL TOURS OF THE MUSEUM BY OFFERING A SMALL GRANT TO SCHOOL APPLICANTS SUFFICIENT TO COVER THE COST OF LOCAL TRANSPORTATION. IN 2023, THE MUSEUM SCHEDULED AND HOSTED 35 TOURS. THE TOURS INCLUDED ELEMENTARY SCHOOLS, MIDDLE AND HIGH SCHOOLS AND ADULT VOCATIONAL PROGRAMS. THE MUSEUM IS MANAGED BY THE SOCIETY'S HISTORICAL COMMITTEE WHOSE MEMBERS SERVE ON A VOLUNTEER BASIS.

Program 3

THE SSVMS MEDICAL STUDENT SCHOLARSHIP FUND (SCHOLARSHIP FUND) HELPS SUPPORT DESERVING STUDENTS WHO GRADUATED FROM LOCAL AREA HIGH SCHOOLS TO PURSUE THEIR MEDICAL EDUCATION. TOTAL DONATIONS AND OTHER...

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THE SSVMS MEDICAL STUDENT SCHOLARSHIP FUND (SCHOLARSHIP FUND) HELPS SUPPORT DESERVING STUDENTS WHO GRADUATED FROM LOCAL AREA HIGH SCHOOLS TO PURSUE THEIR MEDICAL EDUCATION. TOTAL DONATIONS AND OTHER CONTRIBUTIONS FOR THE 2021 YEAR WERE $30,138, AND INVESTMENT EARNINGS TOTALED $11,892 INCLUDING A REALIZED GAIN OF $9,401 AND AWARDED SCHOLARSHIPS OF $28,000 FOR TOTAL NET REVENUES IN THE AMOUNT OF $23,431. DONATIONS AND CONTRIBUTIONS WERE REPORTED AS AN INCREASE TO THE NET ASSETS WITH DONOR RESTRICTIONS IN THE CSERF FUND. INVESTMENT EARNINGS WERE REPORTED AS AN INCREASE TO THE NET ASSETS WITH DONOR RESTRICTIONS IN THE CSERF FUND. ADMINISTRATIVE EXPENSES TOTALED $3,762. THE ENDING BALANCE IN THE SCHOLARSHIP FUND AT DECEMBER 31, 2021 WAS $822,245, OF WHICH, $797,229 WAS RESTRICTED FOR ENDOWMENT AND $25,016 WAS RESTRICTED FOR SCHOLARSHIPS AWARDS AND CSERF OPERATIONS.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $507,549
Program Service Revenue $124,164
Investment Income $15,045
Other Revenue $556
TOTAL REVENUE $647,314

Expense Breakdown

Grants Paid $29,519
Salaries & Benefits $511,536
Fundraising Expenses $0
Program Expenses $693,174
Other Expenses $225,097
TOTAL EXPENSES $766,152

Year-over-Year Comparison

2023 2022 Change
Revenue $647,314 $982,783 -0.3%
Expenses $766,152 $830,662 -0.1%
Net Income $-118,838 $152,121 -1.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
7
Volunteers
111

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
6
$503,499
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAREN HOPP DIRECTOR 4.00
Director
$0 $0 $0
JOHN COBURN MD DIRECTOR 4.00
Director
$0 $0 $0
J BIANCA ROBERTS MD PRESIDENT 4.00
Officer Director
$0 $0 $0
PAUL REYNOLDS IMMEDIATE PAST PRESIDENT 4.00
Officer Director
$0 $0 $0
SHIDEH CHINICHIAN MD DIRECTOR 4.00
Director
$0 $0 $0
JANINE BERA MD DIRECTOR 4.00
Director
$0 $0 $0
SUSAN MURIN DIRECTOR 4.00
Director
$0 $0 $0
ADAM DOUGHERTY MD SECRETARY 4.00
Officer Director
$0 $0 $0
CHRISTINA Y BILYEU MD DIRECTOR 4.00
Director
$0 $0 $0
REMINDER GILL MD DIRECTOR 4.00
Director
$0 $0 $0
FARZAM GOROUHI MD DIRECTOR 4.00
Director
$0 $0 $0
RAVINDER KHAIRA MD DIRECTOR 4.00
Director
$0 $0 $0
RODERICK VITANGCOL MD TREASURER 4.00
Officer Director
$0 $0 $0
VANESSA J WALKER DO PRESIDENT ELECT 4.00
Officer Director
$0 $0 $0
LISA GUIRGUIS MD DIRECTOR 4.00
Director
$0 $0 $0
AILEEN WETZEL CHIEF EXECUTIVE OFFICER 1.00
Officer
$0 $77,377 $503,499
LINDSAY COATE VP OF STRATEGIC OPERATIONS 40.00
Highest
$139,055 $35,280 $174,335
JUDITH CITRINO DIR OF FINANCE & ADMINISTR 1.00
Highest
$0 $17,555 $132,105
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 $647,314 $766,152 $5,170,769 $-118,838
2023 $647,314 $766,152 $5,170,769 $-118,838
2022 $982,783 $830,662 $4,932,708 $152,121
2021 $902,793 $572,852 $5,433,769 $329,941
2020 $749,508 $549,563 $5,041,487 $199,945
2019 $614,081 $493,551 $4,677,371 $120,530
2018 $614,765 $511,814 $4,409,589 $102,951
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