SOUTHWEST GENERAL MEDICAL STAFF ORGANIZATION (EIN 472486060) - 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

2015

Legal Domicile

Principal Officer

JOHN A ALTON MD

Phone

4408168735

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST GENERAL MEDICAL STAFF ORGANIZATION, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $115K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $17K, a strong 15% operating margin.

Mission

PRIMARILY: (I) TO PLAN , ORGANIZE AND MANAGE CONTINUING MEDICAL EDUCATION (CME) AND OTHER ACTIVITIES FOR THE BENEFIT OF MEMBERS OF THE MEDICAL STAFF AT SOUTHWEST GENERAL HEALTH CENTER AND THE PUBLIC; (2) TO PLAN, FUND, ORGANIZE AND MANAGE SOCIAL EVENTS AND OUTINGS FOR PROPERLY CREDENTIALED MEMBERS OF THE SOUTHWEST MEDICAL STAFF, SUCH AS THE ANNUAL GOLF OUTING; AND (3) TO MAKE OCCASIONAL CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS THAT THE MEDICAL STAFF SUPPORTS.

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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 $105,756

Program Service Revenue $8,234

Investment Income $815

Other Revenue $0

TOTAL REVENUE $114,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,062

Other Expenses $97,574

TOTAL EXPENSES $97,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$114,805	$127,968	-0.1%
Expenses	$97,574	$181,157	-0.5%
Net Income	$17,231	$-53,189	-1.3%

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

613

Independent Members

613

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
JOHN A ALTON MD	PRESIDENT	1.00	Officer	$0	$0	$0
GREGORY ROGERS MD	VICE PRESIDE	1.00	Officer	$0	$0	$0
AMITKUMAR PATEL MD	SECRETARY/TR	1.00	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
2024	No data	No data	No data	No data
2023	$114,805	$97,574	$96,820	$17,231
2022	$127,968	$181,157	$79,589	$-53,189
2021	$92,990	$132,264	$132,778	$-39,274
2020	$108,718	$80,074	$172,052	$28,644
2019	$127,585	$162,306	$143,408	$-34,721
2018	$129,848	$174,349	$178,129	$-44,501

SOUTHWEST GENERAL MEDICAL STAFF ORGANIZATION