ZUMBRO VALLEY MEDICAL SOCIETY

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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

1934

Legal Domicile

Principal Officer

BETH KANGAS

Phone

5077228725

Tax Period

2023-01-01 to 2023-12-31

ZUMBRO VALLEY MEDICAL SOCIETY, founded in 1934, is a small nonprofit that reported $134K in total revenue in fiscal year 2023. Expenses of $121K left a modest 10% surplus.

Mission

SERVE CURRENT AND FUTURE PHYSICIANS AND PROMOTE HEALTH OF COMMUNITIES IN SOUTHEAST MINNESOTA.

Program Service Accomplishments

Program 1

Expenses: $111,901 Revenue: $121,656

ZUMBRO VALLEY MEDICAL SOCIETY ADVOCATES FOR AND HELPS SUPPORT THE LIVES, KNOWLEDGE, AND VALUES OF CURRENT AND FUTURE PHYSICIANS IN SOUTHEASTERN MINNESOTA. (DODGE, FILLMORE, HOUSTON, AND OLMSTED...

ZUMBRO VALLEY MEDICAL SOCIETY ADVOCATES FOR AND HELPS SUPPORT THE LIVES, KNOWLEDGE, AND VALUES OF CURRENT AND FUTURE PHYSICIANS IN SOUTHEASTERN MINNESOTA. (DODGE, FILLMORE, HOUSTON, AND OLMSTED COUNTIES)ZUMBRO VALLEY MEDICAL SOCIETY ADVOCATES FOR AND PROMOTES THE HEALTH OF THE COMMUNITIES OF SOUTHEASTERN MINNESOTA.

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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 $0

Program Service Revenue $121,506

Investment Income $11,853

Other Revenue $150

TOTAL REVENUE $133,509

Expense Breakdown

Grants Paid $2,351

Salaries & Benefits $99,337

Fundraising Expenses $0

Program Expenses $111,901

Other Expenses $19,114

TOTAL EXPENSES $120,802

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,509	$130,611	+0.0%
Expenses	$120,802	$125,871	0.0%
Net Income	$12,707	$4,740	+1.7%

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

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

$89,271

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIONNE HART MD	PRESIDENT (FORMER)	2.00	Officer Director	$0	$0	$0
KATHRYN LOMBARDO MD	VICE PRESIDENT & SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
THOMAS KINGSLEY MD MPH	PRESIDENT	2.00	Officer Director	$0	$0	$0
JUAN BOWEN MD	MEMBER	2.00	Director	$0	$0	$0
ROBERT HYDE MD	MEMBER	2.00	Director	$0	$0	$0
GRACE JOHNSON	MEMBER	2.00	Director	$0	$0	$0
NUSHEEN AMEENUDDIN MD	MEMBER	2.00	Director	$0	$0	$0
EMILY BERO PHD	MEMBER	2.00	Director	$0	$0	$0
LEDA WANG	MEMBER	2.00	Director	$0	$0	$0
ROMA SONIK	MEMBER	2.00	Director	$0	$0	$0
GIOVANNA GRIGSBY-ROCCA	MEMBER	2.00	Director	$0	$0	$0
ELIZABETH FARKOUH	MEMBER	2.00	Director	$0	$0	$0
AMIRALA S PASHA DO JD	MEMBER	2.00	Director	$0	$0	$0
LUCY BAHN PHD	MEMBER	2.00	Director	$0	$0	$0
YONG-HUN KIM	MEMBER	2.00	Director	$0	$0	$0
BETH KANGAS PHD	EXECUTIVE DIRECTOR	40.00	Officer	$89,271	$0	$89,271

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	$133,509	$120,802	$589,252	$12,707
2022	$130,611	$125,871	$520,375	$4,740
2021	$285,508	$272,333	$571,759	$13,175
2020	$303,099	$293,600	$504,435	$9,499
2019	$290,439	$289,213	$460,053	$1,226
2018	$325,144	$344,272	$411,564	$-19,128