Catherine Washburn Medical Association (EIN 237216316) - 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

1971

Legal Domicile

Principal Officer

Katherine Bryant Ingman

Phone

3604682683

Tax Period

2024-01-01 to 2024-12-31

Catherine Washburn Medical Association, founded in 1971, is a small nonprofit that reported $284K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 34% operating margin.

Mission

SUPPORT AND MAINTENANCE OF LOCAL MEDICAL CLINIC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $120,877

Program Service Revenue $0

Investment Income $135,956

Other Revenue $27,210

TOTAL REVENUE $284,043

Expense Breakdown

Grants Paid $43,845

Salaries & Benefits $0

Fundraising Expenses $3,323

Program Expenses $145,580

Other Expenses $144,578

TOTAL EXPENSES $188,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,043	$201,806	+0.4%
Expenses	$188,423	$168,530	+0.1%
Net Income	$95,620	$33,276	+1.9%

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

N/A

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
Taya Higgins	Director	6.00	Director	$0	$0	$0
Ann Palmer	Director	6.00	Director	$0	$0	$0
Katherine Bryant Ingman	President	10.00	Officer Director	$0	$0	$0
Kerby Phelps	Director	6.00	Director	$0	$0	$0
Jeff Clark	Treasurer	10.00	Officer Director	$0	$0	$0
Willem Post van der Burg	Director	6.00	Director	$0	$0	$0
Barbara Nepom	Vice President	10.00	Officer Director	$0	$0	$0
Sarah Munson	Secretary	10.00	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	$284,043	$188,423	$4,041,175	$95,620
2023	$201,806	$168,530	$3,751,935	$33,276
2022	$202,718	$483,130	$3,388,206	$-280,412
2021	$193,160	$164,652	$4,442,691	$28,508
2020	$205,597	$170,714	$3,910,415	$34,883
2019	$221,826	$172,439	$3,468,868	$49,387
2018	$206,933	$125,723	$2,918,717	$81,210

Catherine Washburn Medical Association