OHIO STATE MEDICAL ASSOCIATION (EIN 314364893) - 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

1904

Legal Domicile

Principal Officer

TODD BAKER

Phone

6145276762

Tax Period

2023-01-01 to 2023-12-31

OHIO STATE MEDICAL ASSOCIATION, founded in 1904, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023.

Mission

DEDICATED TO IMPROVING THE PRACTICE OF MEDICINE FOR PHYSICIANS, THEIR STAFF, AND PATIENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $89,418

Program Service Revenue $2,332,403

Investment Income $169,511

Other Revenue $232,919

TOTAL REVENUE $2,824,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,916,930

Fundraising Expenses $0

Other Expenses $1,088,327

TOTAL EXPENSES $3,005,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,824,251	$2,693,133	+0.0%
Expenses	$3,005,257	$3,114,753	0.0%
Net Income	$-181,006	$-421,620	-0.6%

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

$534,744

Total Directors

$119,655

Key Employees

$220,546

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC DROBNY	PAST ELECT/PRESIDENT	10.00	Officer Director	$69,956	$0	$69,956
LISA EGBERT	IMMEDIATE PAST PRES.	10.00	Officer Director	$3,500	$0	$3,500
ELIZABETH MUENNICH MD	PRESIDENT-ELECT/PRESIDENT	10.00	Officer Director	$15,000	$0	$15,000
BERNADETTE ANDERSON MD	SEVENTH DISTRICT COUNCILOR	2.00	Director	$0	$0	$0
ANDREW THOMAS	SECRETARY & TREASURER	10.00	Officer Director	$0	$0	$0
ANUBHAV MITAL MD	FIRST DISTRICT COUNCILOR	2.00	Director	$0	$0	$0
SHANNON TROTTER	SECOND DISTRICT COUNCILOR	2.00	Director	$0	$0	$0
MARK FOX	THIRD DISTRICT COUNCILOR	2.00	Director	$0	$0	$0
KARL FERNANDES	FOURTH DISTRICT COUNCILOR	2.00	Director	$0	$0	$0
MARY LAPLANTE	FIFTH DISTRICT COUNCILOR	2.00	Director	$0	$0	$0
DENISE BOBOVNYIK	SIXTH DISTRICT COUNCILOR	2.00	Director	$0	$0	$0
MARLA HALLER	EIGHTH DISTRICT COUNCILOR	2.00	Director	$0	$0	$0
ANNE TAYLOR	COUNCILOR-AT-LARGE	2.00	Director	$0	$0	$0
GARY KATZ MD	COUNCILOR-AT-LARGE	2.00	Director	$0	$0	$0
CHRISTOPHER PAPRZYCKI	COUNCILOR-AT-LARGE	2.00	Director	$0	$0	$0
CHRISTOPHER BROWN MD	COUNCILOR-AT-LARGE	2.00	Director	$0	$0	$0
JOHN CORKER	COUNCILOR-AT-LARGE	2.00	Director	$0	$0	$0
GREGORY SURFIELD	COUNCILOR-AT-LARGE	2.00	Director	$0	$0	$0
ALISHA REISS	YPS COUNCILOR	2.00	Director	$0	$0	$0
ALEXANDRA WILLAUER MD	CHAIR, MSS	2.00	Director	$0	$0	$0
BRANDON FRANCIS MD	CHAIR, RFS	2.00	Director	$0	$0	$0
RICHARD MUNK MD	CHAIR, OMSS	2.00	Director	$0	$0	$0
BRIAN SANTIN MD	PRES/IMMED PAST PRES	10.00	Officer Director	$31,199	$0	$31,199
TODD BAKER	CEO	40.00	Officer	$253,082	$16,266	$269,348
SEAN MCCULLOUGH	GENERAL COUNSEL	40.00	Officer	$107,334	$38,407	$145,741
MONICA HUECKEL	VP ADVOCACY	40.00	Key Emp	$201,196	$19,350	$220,546
JOSEPH ROSATO	DIRECTOR GOVERNMENT AFFAIR	40.00	Highest	$115,002	$7,485	$122,487
JULIE METHENY	DIRECTOR OF HUMAN RESOURCE	40.00	Highest	$134,297	$10,692	$144,989

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	No data	No data	No data	No data
2023	$2,824,251	$3,005,257	$7,638,110	$-181,006
2022	$2,693,133	$3,114,753	$7,029,995	$-421,620
2021	$5,500,872	$3,026,384	$8,799,720	$2,474,488
2020	$3,678,833	$3,442,853	$8,098,507	$235,980
2019	$4,386,787	$4,156,957	$7,702,091	$229,830
2018	$4,791,514	$4,397,151	$7,313,893	$394,363

OHIO STATE MEDICAL ASSOCIATION