Council of Medical Specialty Societies (EIN 362868605) - 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

1975

Legal Domicile

Principal Officer

Helen Burstin MD

Phone

3122025921

Tax Period

2023-01-01 to 2023-12-31

Council of Medical Specialty Societies, founded in 1975, is a mid-sized nonprofit in the Education sector that reported $12.5M in total revenue in fiscal year 2023. Revenue surged 126% from the prior year, signaling strong growth momentum.

Mission

Supporting and strengthening member societies to address future challenges. Catalyzing improvement through convening, collaboration, collective voice and action across specialties. Providing a proactive platform to assess and address emerging and critical issues across specialty societies that influence the future of healthcare and the patients we serve.

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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 $10,586,729

Program Service Revenue $1,868,571

Investment Income $15,157

Other Revenue $1,083

TOTAL REVENUE $12,471,540

Expense Breakdown

Grants Paid $9,149,746

Salaries & Benefits $1,252,584

Fundraising Expenses $0

Program Expenses $11,450,928

Other Expenses $2,086,098

TOTAL EXPENSES $12,488,428

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,471,540	$5,516,538	+1.3%
Expenses	$12,488,428	$5,187,307	+1.4%
Net Income	$-16,888	$329,231	-1.1%

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

$593,786

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sue Sedory MA CAE	President	2.00	Officer Director	$0	$0	$0
Patricia Turner MD	President-Elect	1.00	Officer Director	$0	$0	$0
Michael Sheppard CPA CAE	Past President	1.00	Officer Director	$0	$0	$0
Ken Slaw PHD	Treasurer	1.00	Officer Director	$0	$0	$0
Clifford Hudis MD	Secretary	1.00	Officer Director	$0	$0	$0
Steven McLeod MD	At-Large Member	0.50	Director	$0	$0	$0
Mark Del Monte JD	At-Large Member	0.50	Director	$0	$0	$0
Tracy Sereiko MBA CAE	At-Large Member	0.50	Director	$0	$0	$0
Sual Levin MD	At-Large Member	0.50	Director	$0	$0	$0
Donna Cryer JD	Public Board Member	0.50	Director	$0	$0	$0
Helen Burstin MD	CEO	40.00	Officer	$593,786	$0	$593,786
Sarah Imhoff	Senior Program Director	40.00	Highest	$168,589	$0	$168,589
Julia Peterson	Chief Operating Officer	40.00	Highest	$111,324	$0	$111,324

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	$12,471,540	$12,488,428	$5,637,479	$-16,888
2022	$5,516,538	$5,187,307	$4,541,583	$329,231
2021	$1,843,688	$1,642,091	$3,906,097	$201,597
2020	$1,478,385	$1,039,493	$2,044,998	$438,892
2019	$1,679,268	$1,365,186	$1,459,147	$314,082
2018	$1,589,465	$1,412,612	$1,140,395	$176,853

Council of Medical Specialty Societies