PALM BEACH COUNTY MEDICAL SOCIETY OF FLORIDA INC (EIN 300130804) - 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

1919

Legal Domicile

Principal Officer

CLAUDIA KIRK BARTO

Phone

5614333940

Tax Period

2024-01-01 to 2024-12-31

PALM BEACH COUNTY MEDICAL SOCIETY OF FLORIDA INC, founded in 1919, is a small nonprofit that reported $239K in total revenue in fiscal year 2024. The organization ran a surplus of $96K, a strong 40% operating margin.

Mission

Dedicated to uniting physicians to serve the common interest of the profession, developing and maintaining the highest professional and ethical standards of the medical profession.

🔒

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 $81,190

Program Service Revenue $157,593

Investment Income $184

Other Revenue $0

TOTAL REVENUE $238,967

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,166

Fundraising Expenses $741

Program Expenses $97,233

Other Expenses $93,834

TOTAL EXPENSES $143,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,967	$232,193	+0.0%
Expenses	$143,000	$152,424	-0.1%
Net Income	$95,967	$79,769	+0.2%

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

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

$117,387

Key Employees

$5,300

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY SKIDMORE	EXEC DIRECTOR	040.00	Director Highest	$112,087	$0	$112,087
CLAUDIA KIRK BARTO	EXEC DIRECTOR	040.00	Director Key Emp	$5,300	$0	$5,300
DAWN DAVANZO MD	PRESIDENT	010.00	Officer Director	$0	$0	$0
ANDREW BERKMAN MD	PRESIDENT ELECT	010.00	Officer Director	$0	$0	$0
VICKI NORTON MD	FIRST VICE PRESIDENT	010.00	Officer Director	$0	$0	$0
ANN THOMAS MD	SECRETARY	010.00	Officer Director	$0	$0	$0
JOSH GOTTSEGEN MD	TREASURER	010.00	Officer Director	$0	$0	$0
MARTHA RODRIGUEZ MD	PAST PRESIDENT	002.00	Officer Director	$0	$0	$0
GAZELLE ARAM MD	DIRECTOR	002.00	Director	$0	$0	$0
JOSE ARRASCUE MD	DIRECTOR	002.00	Director	$0	$0	$0
STEPHEN BABIC MD	DIRECTOR	002.00	Director	$0	$0	$0
SHAWN BACA MD	DIRECTOR	002.00	Director	$0	$0	$0
AMAL BENCHAKROUN MD	DIRECTOR	002.00	Director	$0	$0	$0
LARRY BUSH MD	DIRECTOR	002.00	Director	$0	$0	$0
SOOJUNG CHOI	DIRECTOR	002.00	Director	$0	$0	$0
MICHAEL DENNIS MD	DIRECTOR	002.00	Director	$0	$0	$0
FAUSTINO GONZALEZ MD	DIRECTOR	002.00	Director	$0	$0	$0
CATHERINE MILLER MD	DIRECTOR	002.00	Director	$0	$0	$0
ALAN PILLERDORF MD	DIRECTOR	002.00	Director	$0	$0	$0
JACK ZELTZER MD	DIRECTOR	002.00	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	$238,967	$143,000	$112,394	$95,967
2023	$232,193	$152,424	$136,694	$79,769
2022	$239,194	$250,694	$56,612	$-11,500
2021	$293,769	$288,903	$53,139	$4,866
2020	$393,670	$282,678	$74,675	$110,992
2018	$336,169	$320,532	$83,644	$15,637

PALM BEACH COUNTY MEDICAL SOCIETY OF FLORIDA INC