GREATER LOUISVILLE 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

1930

Legal Domicile

Principal Officer

BERT GUINN

Phone

5025892001

Tax Period

2024-04-01 to 2025-03-31

GREATER LOUISVILLE MEDICAL SOCIETY, founded in 1930, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Net assets of $3.9M represent 30 months of operating reserves.

Mission

GREATER LOUISVILLE MEDICAL SOCIETY EMPOWERS PHYSICIANS BY CREATING ENGAGING EXPERIENCES, ADVANCING MEANINGFUL ADVOCACY AND BUILDING IMPACTFUL RELATIONSHIPS IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $1,393,920 Revenue: $763,509

TO ENCOURAGE AND DEVELOP EDUCATION AND SCIENTIFIC ACTIVITY IN THE FIELD OF MEDICAL SCIENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $635,743

Program Service Revenue $806,659

Investment Income $116,681

Other Revenue $7,911

TOTAL REVENUE $1,566,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,175,504

Fundraising Expenses $0

Program Expenses $1,393,920

Other Expenses $434,383

TOTAL EXPENSES $1,609,887

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,566,994	$1,604,999	0.0%
Expenses	$1,609,887	$1,540,287	+0.0%
Net Income	$-42,893	$64,712	-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

270

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

$238,387

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONALISA TAILOR MD	AMA ALTERNATE DELEGATE	1.00	Director	$0	$0	$0
LESLEY KELLIE DO	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
VALERIE BRIONES-PRYOR MD	BOARD CHAIR (PARTIAL YEAR)	2.00	Director	$0	$0	$0
PATRICIA PURCELL MD	BOARD CHAIR	2.00	Director	$0	$0	$0
LEWIS HARGETT MD	PRESIDENT & NMA TREASURER	2.00	Director	$0	$0	$0
THOMAS HIGGINS JR MD	PRESIDENT-ELECT	2.00	Director	$0	$0	$0
ANEETA BHATIA MD	VICE-PRESIDENT	2.00	Director	$0	$0	$0
MURALI ANKEM MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
TAMEA EVANS MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
BRUCE SCOTT MD	AMA PRESIDENT	0.50	Director	$0	$0	$0
JOHN ROBERTS MD	KMA ALT TRUSTEE, AMA DELEGATE,	0.50	Director	$0	$0	$0
ERIC LYDON MD	KMA TRUSTEE	1.00	Director	$0	$0	$0
REJITH PAILEY MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER JONES MD	SECRETARY & KMA SECRETARY	2.00	Director	$0	$0	$0
JEFFREY GOLDBERG MD	TREASURER	2.00	Director	$0	$0	$0
ALI FAROOQUI MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
GRANT MCKENZIE MD	IN TRAINING DELEGATE	0.50	Director	$0	$0	$0
JEFFREY BUMPOUS MD	DEAN U OF L SCHOOL OF MEDI	0.50	Director	$0	$0	$0
LORI CALOIA MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
DINESH KALRA MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
RINIT PANCHOLI MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
GRANT GELLERT MD	IN TRAINING DELEGATE	0.50	Director	$0	$0	$0
JENCI HAWTHORNE MD	IN TRAINING DELEGATE	0.50	Director	$0	$0	$0
MARINA SHENOUDA MD	IN TRAINING DELEGATE	0.50	Director	$0	$0	$0
YI ZHANG DO	IN TRAINING DELEGATE	0.50	Director	$0	$0	$0
INDER SINGAL MD	EXECUTIVE DIRECTOR, DEPT OF PUBLIC HEALTH & WELLNE	0.50	Director	$0	$0	$0
KRISTINA BRYANT MD	ASSOCIATE MEDICAL DIREC, DEPT OF PUBLIC HEALTH & W	0.50	Director	$0	$0	$0
CONNIE MENDEL	CHIEF HEALTH STRATEGIST, DEPT OF PUBLIC HEALTH & W	0.50	Director	$0	$0	$0
JOHN-MARK HACK	PRESIDENT/ CEO THE HEALING PLACE	0.50	Director	$0	$0	$0
ROBERTO CARDARELLI DO	BAPTIST HEALTH REPRESENTATIVE	0.50	Director	$0	$0	$0
STEVEN T HESTER MD	NORTON HEALTHCARE REPRESENTATIVE	0.50	Director	$0	$0	$0
JASON SMITH MD	UOFL HEALTH REPRESENTATIVE	0.50	Director	$0	$0	$0
SAM YARED MD	GLMSF SENIOR PHYSICIANS COMMITTE CHAIR	0.50	Director	$0	$0	$0
PATRICK PADGETT	KMA EXECUTIVE VICE PRESIDENT	0.50	Director	$0	$0	$0
ADAM RICHARDSON DO	IN TRAINING DELEGATE	0.50	Director	$0	$0	$0
KYLE STUCKER MD	IN TRAINING DELEGATE	0.50	Director	$0	$0	$0
AUDREY SUMMER MD	IN TRAINING DELEGATE	0.50	Director	$0	$0	$0
JAY DAVIDSON	CHAIR THE HEALING PLACE	0.50	Director	$0	$0	$0
BERT GUINN	EXECUTIVE DIRECTOR	20.00	Officer	$198,994	$39,393	$238,387
ANDREA LISA NETHERY	CFO	20.00	Highest	$109,871	$25,972	$135,843

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
2025	$1,566,994	$1,609,887	$4,446,460	$-42,893
2024	$1,604,999	$1,540,287	$4,408,539	$64,712
2023	$1,646,520	$1,486,788	$4,216,826	$159,732
2022	$2,028,410	$1,601,134	$4,375,996	$427,276
2021	$1,581,498	$1,455,019	$4,359,838	$126,479
2020	$1,553,595	$1,625,843	$3,337,102	$-72,248
2019	$1,693,687	$1,644,658	$3,829,110	$49,029