SARASOTA COUNTY MEDICAL SOCIETY ALLIANCE FOUNDATION INC (EIN 596149170) - 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

1967

Legal Domicile

Principal Officer

BREE MEREDITH

Phone

4075958586

Tax Period

2020-06-01 to 2021-05-31

SARASOTA COUNTY MEDICAL SOCIETY ALLIANCE FOUNDATION INC, founded in 1967, is a micro nonprofit in the Health Care sector that reported $22K in total revenue in fiscal year 2020. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $30K exceeded revenue, resulting in a 38% operating deficit.

Mission

TO PROMOTE HEALTH EDUCATION, ADDRESS HEALTH CARE NEEDS, SUPPORT HEALTH RELATED CHARITABLE ENDEAVORS

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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 (2020)

Revenue Breakdown

Contributions & Grants $9,845

Program Service Revenue $12,079

Investment Income $0

Other Revenue $0

TOTAL REVENUE $21,924

Expense Breakdown

Grants Paid $16,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,273

Other Expenses $13,873

TOTAL EXPENSES $30,273

Year-over-Year Comparison

	2020	2019	Change
Revenue	$21,924	$53,756	-0.6%
Expenses	$30,273	$47,170	-0.4%
Net Income	$-8,349	$6,586	-2.3%

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

Independent Members

N/A

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
ROSEMARIE BOOTHBY	TREASURER	5.00	Officer Director	$0	$0	$0
MONICA VAN BUSKIRK	COMMUNITY LI	2.00	Director	$0	$0	$0
KARRY DITOMASO	SEC & HOLID	5.00	Officer Director	$0	$0	$0
SUZANNE DRAKE	BOOK CLUB CO	2.00	Director	$0	$0	$0
CAROL DUBIN	SCHOLARSHIP	2.00	Director	$0	$0	$0
LINDA EINISMAN	GIVING CHALL	2.00	Director	$0	$0	$0
BERINA FURA	FUNDRAISING	2.00	Director	$0	$0	$0
JENNIFER GERARDI	NEWSLETTER	5.00	Director	$0	$0	$0
STACY GREETER	HEALTH PROJE	2.00	Director	$0	$0	$0
PRIYANKA GUPTA	GIVING CHALL	2.00	Director	$0	$0	$0
RENAE LASDAY	FAMILY SUPPO	2.00	Director	$0	$0	$0
ERIN LILLY	PAST PRES PR	2.00	Director	$0	$0	$0
BREE MEREDITH	PRES HEALTH	10.00	Officer Director	$0	$0	$0
JESSICA RAHAL	INTERNET COM	2.00	Director	$0	$0	$0
SUSIE REEDER	PARLIAMENTAR	5.00	Officer Director	$0	$0	$0
MILLICENT SCHANDORF-LARTEY	PAST PRESIDE	2.00	Director	$0	$0	$0
BONNIE SILVERMAN	GEM CHAIR ME	2.00	Director	$0	$0	$0
MOHITHA SRIPATHI-KIKA	HOLIDAY SHAR	2.00	Director	$0	$0	$0
ALISON VESCO	BOOK CLUB	2.00	Director	$0	$0	$0
PHYLLIS WEITZNER	NEWSLETTER D	5.00	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
2021	$21,924	$30,273	$32,076	$-8,349
2020	$53,756	$47,170	$40,286	$6,586
2019	$52,039	$41,771	$33,700	$10,268

SARASOTA COUNTY MEDICAL SOCIETY ALLIANCE FOUNDATION INC