CALIFORNIA SOCIETY OF PLASTIC SURGEONS EDUCATIONAL & RESEARCH FDN (EIN 331196352) - 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

2007

Legal Domicile

Principal Officer

GORDON LEE MD

Phone

9789278330

Tax Period

2020-07-01 to 2021-06-30

CALIFORNIA SOCIETY OF PLASTIC SURGEONS EDUCATIONAL & RESEARCH FDN, founded in 2007, is a micro nonprofit in the Health Care sector that reported $28K in total revenue in fiscal year 2020. Revenue surged 698% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 100% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO IDENTIFY AND PURSUE, THROUGH DIRECTED RESEARCH, EDUCATION, AND CHARITABLE CONTRIBUTIONS, VARIOUS ISSUES RELEVANT TO THE ADVANCEMENT, EFFECTIVENESS AND SAFETY OF PLASTIC SURGERY.

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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 (2020)

Revenue Breakdown

Contributions & Grants $27,950

Program Service Revenue $0

Investment Income $116

Other Revenue $0

TOTAL REVENUE $28,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $140

TOTAL EXPENSES $140

Year-over-Year Comparison

	2020	2019	Change
Revenue	$28,066	$3,516	+7.0%
Expenses	$140	$16,025	-1.0%
Net Income	$27,926	$-12,509	-3.2%

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

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
DAN MILLS MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT HARDESTY MD	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
DEBRA JOHNSON MD	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TOM MITTS MD	TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT BARTTELBORT MD	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN DOWNEY MD	DIRECTOR	1.00	Director	$0	$0	$0
LARS ENEVOLDSEN MD	DIRECTOR	1.00	Director	$0	$0	$0
MARY GREENBERG MD	DIRECTOR	1.00	Director	$0	$0	$0
ROGER GREENBERG MD	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY KEYES MD	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY ROSENBERG MD	DIRECTOR	1.00	Director	$0	$0	$0
JAMES WELLS MD	DIRECTOR	1.00	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
2021	$28,066	$140	$304,981	$27,926

CALIFORNIA SOCIETY OF PLASTIC SURGEONS EDUCATIONAL & RESEARCH FDN