CHARLESTON MEDICAL SOCIETY FOUNDATION (EIN 452646828) - 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

2010

Legal Domicile

Principal Officer

MARTA HAMPTON MD

Phone

8435773613

Tax Period

2019-07-01 to 2020-06-30

CHARLESTON MEDICAL SOCIETY FOUNDATION, founded in 2010, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $690K in total revenue in fiscal year 2019. Revenue surged 621895% from the prior year, signaling strong growth momentum.

Mission

The Corporation is organized and operated to promote the medical well-being of the people in the greater Charleston area through support of community health initiatives, medical education, clinical research, and equal access to quality healthcare for all members of the community

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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 (2019)

Revenue Breakdown

Contributions & Grants $690,414

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $690,414

Expense Breakdown

Grants Paid $686,984

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $687,653

Other Expenses $669

TOTAL EXPENSES $687,653

Year-over-Year Comparison

	2019	2018	Change
Revenue	$690,414	$111	+6218.9%
Expenses	$687,653	$42,060	+15.3%
Net Income	$2,761	$-41,949	-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

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
ANDREW MCMARLIN MD	Vice President	1.00	Director	$0	$0	$0
MARTA HAMPTON MD	Treasurer	1.00	Director	$0	$0	$0
MARCELO HOCHMAN MD	President	1.00	Director	$0	$0	$0
DANA HOLLADAY	ADMINISTRATOR	15.00	Officer	$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
2020	$690,414	$687,653	$22,942	$2,761

CHARLESTON MEDICAL SOCIETY FOUNDATION