California Rheumatology Alliance (EIN 331095347) - 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

2004

Legal Domicile

Phone

3102979221

Tax Period

2024-06-01 to 2025-05-31

California Rheumatology Alliance, founded in 2004, is a small nonprofit in the Medical Research sector that reported $758K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $202K, a strong 27% operating margin.

Mission

Provide medical education to rheumatologists and rheumatology health professionals.

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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 $342,500

Program Service Revenue $75,000

Investment Income $91,243

Other Revenue $249,117

TOTAL REVENUE $757,860

Expense Breakdown

Grants Paid $7,400

Salaries & Benefits $96,383

Fundraising Expenses $152,856

Program Expenses $233,678

Other Expenses $378,409

TOTAL EXPENSES $556,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$757,860	$811,206	-0.1%
Expenses	$556,192	$536,845	+0.0%
Net Income	$201,668	$274,361	-0.3%

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

N/A

Employees

N/A

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Samy Metyas	President	5.00	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	$757,860	$556,192	$1,582,544	$201,668
2024	$811,206	$536,845	$1,380,876	$274,361
2023	$235,132	$294,628	$1,130,070	$-59,496
2022	$341,955	$414,887	$1,189,566	$-72,932
2021	$406,472	$237,892	$1,262,498	$168,580
2020	$264,320	$224,754	$1,107,485	$39,566
2019	$392,753	$255,890	$1,046,691	$136,863
2018	$541,053	$260,908	$907,501	$280,145

California Rheumatology Alliance