Volunteers in Medicine - San Diego Inc (EIN 260057391) - 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

2003

Legal Domicile

Principal Officer

Sonya Caruso

Phone

6194404944

Tax Period

2024-01-01 to 2024-12-31

Volunteers in Medicine - San Diego Inc, founded in 2003, is a small nonprofit in the Health Care sector that reported $350K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $301K left a modest 14% surplus.

Mission

Assist uninsured residents in healthcare support.

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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 $335,209

Program Service Revenue $0

Investment Income $5,196

Other Revenue $9,161

TOTAL REVENUE $349,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $138,110

Fundraising Expenses $0

Program Expenses $288,837

Other Expenses $162,532

TOTAL EXPENSES $300,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$349,566	$268,354	+0.3%
Expenses	$300,642	$256,975	+0.2%
Net Income	$48,924	$11,379	+3.3%

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

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

$88,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sonya Caruso	Executive Director	040.00	Officer	$0	$80,750	$80,750
Maureen Hartin Jan 24	CEO	040.00	Officer	$0	$7,350	$7,350
Charlotte Ehrlund-Potter	Chair	005.00	Officer Director	$0	$0	$0
Myra Ng	Secretary	005.00	Officer Director	$0	$0	$0
Donna O'Brien	Treasurer	005.00	Officer Director	$0	$0	$0
Stuart Harvey	Trustee	001.00	Director	$0	$0	$0
Dr Dustin Potash	Trustee	001.00	Director	$0	$0	$0
Nancy Pratt	Vice-Chair	005.00	Officer Director	$0	$0	$0
Emily Richmond	Trustee	001.00	Director	$0	$0	$0
Carley Stockdale	Trustee	001.00	Director	$0	$0	$0
Tim Cajka	Trustee	001.00	Director	$0	$0	$0
Clarice Utt	Trustee	001.00	Director	$0	$0	$0
Stephen Tokarz	Trustee	001.00	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	$349,566	$300,642	$290,714	$48,924
2023	$268,354	$256,975	$224,704	$11,379
2022	$252,036	$239,301	$189,073	$12,735
2021	$303,503	$199,280	$186,964	$104,223
2020	$239,397	$181,688	$94,230	$57,709

Volunteers in Medicine - San Diego Inc