NORTHWEST LOUISIANA MEDICAL SOCIETY (FKA SHREVEPORT MEDICAL SOCIETY) (EIN 720518510) - 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

1962

Legal Domicile

Principal Officer

BRANDETH GAITAN

Phone

3186757656

Tax Period

2023-11-01 to 2024-10-31

NORTHWEST LOUISIANA MEDICAL SOCIETY (FKA SHREVEPORT MEDICAL SOCIETY), founded in 1962, is a small nonprofit that reported $220K in total revenue in fiscal year 2023.

Mission

TO ALLOW MEMBERS TO BECOME BETTER ACQUAINTED AND DISCUSS TOPICS RELEVANT TO THEIR PROFESSION.

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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 $11,000

Program Service Revenue $193,536

Investment Income $1,154

Other Revenue $13,888

TOTAL REVENUE $219,578

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,849

Fundraising Expenses $0

Other Expenses $97,901

TOTAL EXPENSES $219,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,578	$206,808	+0.1%
Expenses	$219,750	$223,272	0.0%
Net Income	$-172	$-16,464	-1.0%

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

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

$70,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN N BIENVENU MD	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN D BAKER MD	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH A BOCCHINI JR MD	DIRECTOR	2.00	Director	$0	$0	$0
JOHN R CARTER MD	DIRECTOR	2.00	Director	$0	$0	$0
N PAUL KHATER MD	DIRECTOR	2.00	Director	$0	$0	$0
NEELIMA CHINTAPALLI MD	DIRECTOR	2.00	Director	$0	$0	$0
TODD G THOMA MD	DIRECTOR	2.00	Director	$0	$0	$0
ERIC D THOMAS MD	DIRECTOR	2.00	Director	$0	$0	$0
PAUL E PERKOWSKI MD	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA M NOTARIANNI MD	DIRECTOR	2.00	Director	$0	$0	$0
RANDALL G WHITE JR MD	DIRECTOR	2.00	Director	$0	$0	$0
DESTIN R BLACK MD	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH D FLETCHER MD	DIRECTOR	2.00	Director	$0	$0	$0
J MARSHALL HAYNIE MD	DIRECTOR	2.00	Director	$0	$0	$0
JARED L MOSS MD	DIRECTOR	2.00	Director	$0	$0	$0
JOHN D REEVES MD	DIRECTOR	2.00	Director	$0	$0	$0
MARK F BROWN MD	2ND VICE PRESIDENT	2.00	Officer	$0	$0	$0
JOHN H WAGNER III MD	PRESIDENT ELECT	2.00	Officer	$0	$0	$0
FREDERICK J WHITE III MD	HISTORIAN	2.00	Officer	$0	$0	$0
JAMES D MORRIS MD	TREASURER	2.00	Officer	$0	$0	$0
KAMEL BRAKTA MD	SECRETARY	2.00	Officer	$0	$0	$0
J ERIC BICKNELL MD	PRESIDENT	2.00	Officer	$0	$0	$0
EDWARD L MORGAN MD	IMMEDIATE PAST PRESIDENT	2.00	Officer	$0	$0	$0
BRANDETH GAITAN	EXEC DIRECTOR	40.00	Officer	$70,000	$0	$70,000

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	$219,578	$219,750	$106,410	$-172
2023	$206,808	$223,272	$91,511	$-16,464
2022	$193,405	$198,864	$89,806	$-5,459
2021	$184,786	$180,654	$82,048	$4,132

NORTHWEST LOUISIANA MEDICAL SOCIETY (FKA SHREVEPORT MEDICAL SOCIETY)