San Diego Podiatric Medical Society (EIN 330659713) - 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

Principal Officer

Dr Stephen Kriger

Phone

6198557235

Tax Period

2023-07-01 to 2024-06-30

San Diego Podiatric Medical Society is a micro nonprofit that reported $60K in total revenue in fiscal year 2023. The organization ran a surplus of $11K, a strong 18% operating margin.

Mission

to promote, advance and protect the profession of podiatric medicine, to preserve the rights of the patients it serves and to seek continuous improvement in the quality of patient treatment and care.

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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 $4,147

Program Service Revenue $36,973

Investment Income $17,365

Other Revenue $1,489

TOTAL REVENUE $59,974

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $18,000

Fundraising Expenses $0

Other Expenses $29,014

TOTAL EXPENSES $49,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,974	$61,830	0.0%
Expenses	$49,014	$40,202	+0.2%
Net Income	$10,960	$21,628	-0.5%

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

N/A

Employees

N/A

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

$18,000

Total Directors

$18,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Nakadate	Executive Dir.	2.00	Officer Director	$18,000	$0	$18,000
Alayna Puccinelli DPM	Secretary	0.00	Officer Director	$0	$0	$0
Henry Shin DPM	President Elect	2.00	Officer Director	$0	$0	$0
Brittany Rice	President	2.00	Officer Director	$0	$0	$0
Dr Stephen Kriger	Treasurer	0.00	Officer Director	$0	$0	$0
Ryan Lee	Member at Large	2.00	Director	$0	$0	$0
Melchoir Vallone DPM	Member at Large	2.00	Director	$0	$0	$0
Ben Cullen DPM	Member at Large	2.00	Director	$0	$0	$0
Mark Miller	Member at Large	2.00	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
2025	No data	No data	No data	No data
2024	$59,974	$49,014	$691,748	$10,960
2023	$61,830	$40,202	$606,645	$21,628
2022	$62,389	$38,593	$551,392	$23,796
2021	$54,880	$32,088	$596,758	$22,792
2020	$57,036	$33,728	$503,171	$23,308
2019	$67,720	$39,727	$505,902	$27,993

San Diego Podiatric Medical Society