COMMUNITY SERVICE EDUCATION & RESEARCH FUND OF THE SEDMS (EIN 237003581) - 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

1966

Legal Domicile

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 PROVIDES SCHOLARSHIPS TO MEDICAL STUDENTS AND CONDUCTS THE SACRAMENTO PHYSICIAN'S INITIATIVE TO REACH-OUT, INNOVATE AND TEACH (SPIRIT) PROGRAM WHICH PROVIDES MEDICAL CARE TO THE UNDER-SERVED, UNINSURED, AND INDIGENT POPULATION THROUGH VOLUNTEER EFFORTS.

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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 $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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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

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

$503,499

Total Directors

Key Employees

Highest Compensated

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

COMMUNITY SERVICE EDUCATION & RESEARCH FUND OF THE SEDMS