SONOMA COUNTY ACADEMIC FOUNDATION FOR EXCELLENCE IN MEDICINE

EIN: 680136430 501(c)(3) Diseases & Disorders

SANTA ROSA, CA

Total Revenue
$648,997
Total Expenses
$560,449
Total Assets
$1,189,621
Net Assets
$622,045
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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
1984
Legal Domicile
CA
Principal Officer
TARA SCOTT MD
Phone
7077187111
Tax Period
2023-01-01 to 2023-12-31

SONOMA COUNTY ACADEMIC FOUNDATION FOR EXCELLENCE IN MEDICINE, founded in 1984, is a small nonprofit in the Diseases & Disorders sector that reported $649K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $560K left a modest 14% surplus.

Mission

THE FOUNDATION PROVIDES GRANT ADMINISTRATION, CONTINUING MEDICAL EDUCATION COURSES AND OTHER MEDICAL TRAINING RELATED SERVICES.

Program Service Accomplishments

Program 1
Expenses: $534,442 Revenue: $11,870

THE FOUNDATION PROVIDES GRANT ADMINISTRATION, CONTINUING MEDICAL EDUCATION COURSES AND OTHER MEDICAL TRAINING RELATED SERVICES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $635,750
Program Service Revenue $11,870
Investment Income $1,377
Other Revenue $0
TOTAL REVENUE $648,997

Expense Breakdown

Grants Paid $0
Salaries & Benefits $25,422
Fundraising Expenses $0
Program Expenses $534,442
Other Expenses $535,027
TOTAL EXPENSES $560,449

Year-over-Year Comparison

2023 2022 Change
Revenue $648,997 $429,810 +0.5%
Expenses $560,449 $422,285 +0.3%
Net Income $88,548 $7,525 +10.8%
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

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Governance

Voting Members
4
Independent Members
4
Employees
1
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
3
$25,965
Total Directors
4
$0
Key Employees
1
$25,965
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CYNTHIA GOODALE EXECUTIVE DIRECTOR 010.00
Officer Key Emp
$25,965 $0 $25,965
TARA SCOTT MD PRESIDENT 004.00
Officer Director
$0 $0 $0
MARSHALL KUBOTA MD SECRETARY-TREASURER 002.00
Officer Director
$0 $0 $0
STEPHANIE BAMIDELE MD DIRECTOR 001.00
Director
$0 $0 $0
LISA WARD MD DIRECTOR 001.00
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
2024 No data No data No data No data
2023 $648,997 $560,449 $1,189,621 $88,548
2022 $429,810 $422,285 $1,194,256 $7,525
2021 $456,990 $573,430 $919,398 $-116,440
2020 $504,671 $462,089 $869,862 $42,582
2019 $380,899 $361,231 $695,195 $19,668
2018 $339,283 $384,834 $684,650 $-45,551
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