Coachella Valley Volunteers in Medicine (EIN 263312826) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

Stewart Fleishman MD

Phone

7603424414

Tax Period

2024-01-01 to 2024-12-31

Coachella Valley Volunteers in Medicine, founded in 2008, is a community nonprofit in the Health Care sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 11% surplus.

Mission

To provide a no-cost primary healthcare service to medically underserved people residing in the Coachella Valley and Greater Morongo Basin.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $993,684

Program Service Revenue $0

Investment Income $31,367

Other Revenue $218,790

TOTAL REVENUE $1,243,841

Expense Breakdown

Grants Paid $0

Salaries & Benefits $647,267

Fundraising Expenses $119,873

Program Expenses $843,902

Other Expenses $461,149

TOTAL EXPENSES $1,108,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,243,841	$995,420	+0.2%
Expenses	$1,108,416	$1,063,236	+0.0%
Net Income	$135,425	$-67,816	-3.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

245

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

$144,362

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Doug J Morin	Executive Dir.	40.00	Director	$136,418	$7,944	$144,362
Ronald R Hare MD	Interim Chair	2.00	Officer Director	$0	$0	$0
Linda Evans MBA	Board Member	2.00	Director	$0	$0	$0
Walter Clark JD	Board Member	2.00	Director	$0	$0	$0
Greg Kuldanek MD	Med Director	4.00	Officer Director	$0	$0	$0
Cindi Farrell	Board Member	2.00	Director	$0	$0	$0
Patricia Riley MBA	Board Member	2.00	Director	$0	$0	$0
David Gandolfo	Board Member	2.00	Director	$0	$0	$0
Amy Hetherington DNP MSN	Board Member	2.00	Director	$0	$0	$0
Chauncey Thompson	Board Member	2.00	Director	$0	$0	$0
Stephan Scoggins PhD MPH RN	Secretary	2.00	Officer Director	$0	$0	$0
Barbara Limardo MBA	Treasurer	2.00	Officer Director	$0	$0	$0
Esfandir Nasr MD	Board Member	2.00	Director	$0	$0	$0
Stewart Fleishman MD	Past Chair	2.00	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	$1,243,841	$1,108,416	$1,184,239	$135,425
2023	$995,420	$1,063,236	$930,213	$-67,816
2022	$992,226	$922,746	$1,029,806	$69,480
2021	$912,608	$717,797	$938,563	$194,811
2020	$782,591	$664,742	$661,827	$117,849
2019	$596,248	$649,203	$559,125	$-52,955
2018	$670,429	$531,118	$585,579	$139,311

Coachella Valley Volunteers in Medicine