Southwestern Surgical Congress (EIN 730588502) - 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

1952

Legal Domicile

Principal Officer

Sharmila Dissanaike

Tax Period

2023-10-01 to 2024-09-30

Southwestern Surgical Congress, founded in 1952, is a small nonprofit that reported $286K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

An organization that promotes the advancement of General Surgery by representing the interests of academic, community and rural surgeons, surgical residents and medical students through education, advocacy, research and innovation.

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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 $90,495

Program Service Revenue $191,590

Investment Income $3,926

Other Revenue $0

TOTAL REVENUE $286,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $268,268

Other Expenses $305,562

TOTAL EXPENSES $305,562

Year-over-Year Comparison

	2023	2022	Change
Revenue	$286,011	$303,074	-0.1%
Expenses	$305,562	$354,157	-0.1%
Net Income	$-19,551	$-51,083	-0.6%

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

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
Walt Biffl	President	5.00	Officer	$0	$0	$0
Gail Tominaga	Treasurer	5.00	Officer	$0	$0	$0
Daniel Dent	Vice President	5.00	Officer	$0	$0	$0
Tom White	Immediate Past President	5.00	Officer	$0	$0	$0
Sharmila Dissanaike	President Elect	5.00	Officer	$0	$0	$0
Roxie Albrecht	Past PresidentLowry Chair	5.00	Officer	$0	$0	$0
Michael Truitt	Recorder	5.00	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	$286,011	$305,562	$316,222	$-19,551
2023	$303,074	$354,157	$300,561	$-51,083
2022	$279,807	$273,793	$348,136	$6,014
2021	$289,820	$309,866	$377,783	$-20,046
2020	$125,484	$111,127	$386,870	$14,357
2019	$366,335	$322,502	$340,863	$43,833
2018	$342,701	$289,387	$331,950	$53,314

Southwestern Surgical Congress