CHARLES RIVER DISTRICT MEDICAL SOCIETY (EIN 237085936) - 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

2016

Legal Domicile

Principal Officer

GRACE PEREZ-LIRIO MD

Phone

7814347211

Tax Period

2025-01-01 to 2025-12-31

CHARLES RIVER DISTRICT MEDICAL SOCIETY, founded in 2016, is a micro nonprofit that reported $48K in total revenue in fiscal year 2025. Net assets of $602K represent 149 months of operating reserves.

Mission

THE MISSION OF THE CHARLES RIVER DISTRICT MEDICAL SOCIETY IS TO SUPPORT THE PROFESSIONAL LIVES OF PHYSICIAN MEMBERS THROUGH EDUCATIONAL, CHARITABLE AND SOCIAL ACTIVITIES. THE SOCIETY ALSO ADVOCATES FOR PHYSICIANS, PATIENTS AND THE PRACTICE OF MEDICINE WITHIN THE DISTRICT. THE SOCIETY ALSO WORKS IN CONCERT WITH THE MASSACHUSETTS MEDICAL SOCIETY TO MEET THESE ENDS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $35,295

Investment Income $12,872

Other Revenue $130

TOTAL REVENUE $48,297

Expense Breakdown

Grants Paid $13,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,116

Other Expenses $39,774

TOTAL EXPENSES $52,774

Year-over-Year Comparison

	2025	2024	Change
Revenue	$48,297	$50,275	0.0%
Expenses	$52,774	$70,369	-0.3%
Net Income	$-4,477	$-20,094	-0.8%

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

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
PEI-LI HUANG MD	FORMER PRESIDENT	2.00	Officer Director	$0	$0	$0
CAROLINE YANG MD	PRESIDENT, FORMER VP	2.00	Officer Director	$0	$0	$0
BRITA LUNDBERG	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GRACE PEREZ-LIRIO MD	TREASURER & SECRETARY	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
2025	$48,297	$52,774	$601,641	$-4,477
2024	No data	No data	No data	No data
2023	$57,751	$27,232	$520,551	$30,519

CHARLES RIVER DISTRICT MEDICAL SOCIETY