HEALTHCARE INFORMATION AND MANAGEMENT SYSTEMS SOCIETY - SO CALIFORNIA CHAPTER (EIN 364432108) - 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

1982

Legal Domicile

Principal Officer

CLARK KEGLEY

Phone

9493570403

Tax Period

2018-07-01 to 2019-06-30

HEALTHCARE INFORMATION AND MANAGEMENT SYSTEMS SOCIETY - SO CALIFORNIA CHAPTER, founded in 1982, is a small nonprofit that reported $343K in total revenue in fiscal year 2018. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $292K left a modest 15% surplus.

Mission

BRING HEALTH CARE PROFESSIONALS TOGETHER TO PROMOTE EXCHANGE OF EXPERIENCES TO ASSIST MEMBERS IN PROFESSIONAL GROWTH BY PRESENTING SEMIMARS/CONFERENCES TO EXCHANGE IDEAS FOR THE GOAL OF IMPROVING PATIENT 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 (2018)

Revenue Breakdown

Contributions & Grants $253,319

Program Service Revenue $89,154

Investment Income $28

Other Revenue $0

TOTAL REVENUE $342,501

Expense Breakdown

Grants Paid $28,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $274,597

Other Expenses $264,182

TOTAL EXPENSES $292,182

Year-over-Year Comparison

	2018	2017	Change
Revenue	$342,501	$259,719	+0.3%
Expenses	$292,182	$321,468	-0.1%
Net Income	$50,319	$-61,749	-1.8%

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

100

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
BELLA ZAGHI	PRESIDENT	10.00	Officer Director	$0	$0	$0
KRYSTAL DI STEFANO	VP ADMIN/SECRETARY	5.00	Officer Director	$0	$0	$0
TOON PRASERTSIT	VP FINANCE/TREASURER	10.00	Officer Director	$0	$0	$0
SARAH RICHARDSON	VP ADVOCACY	5.00	Officer Director	$0	$0	$0
KAREN KENNEDY	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
IAN SLADE	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
GERI PAVIA	VP PROGRAM SERVICES	5.00	Officer 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
2019	$342,501	$292,182	$352,120	$50,319
2018	$259,719	$321,468	$301,569	$-61,749

HEALTHCARE INFORMATION AND MANAGEMENT SYSTEMS SOCIETY - SO CALIFORNIA CHAPTER