COLLIN-FANNIN COUNTY MEDICAL SOCIETY (EIN 752338118) - 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

1990

Legal Domicile

Principal Officer

SAM BARBEE

Phone

4698012210

Tax Period

2023-01-01 to 2023-12-31

COLLIN-FANNIN COUNTY MEDICAL SOCIETY, founded in 1990, is a small nonprofit that reported $298K in total revenue in fiscal year 2023. Expenses of $357K exceeded revenue, resulting in a 20% operating deficit.

Mission

MAINTAIN HIGH STANDARDS OF CONDUCT & ETHICAL PRACTICES TO BENEFIT THOSE IN COLLIN & FANNIN CNTY

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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 $292,247

Program Service Revenue $3,425

Investment Income $2,624

Other Revenue $0

TOTAL REVENUE $298,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,309

Fundraising Expenses $0

Other Expenses $249,879

TOTAL EXPENSES $357,188

Year-over-Year Comparison

	2023	2022	Change
Revenue	$298,296	$289,179	+0.0%
Expenses	$357,188	$329,753	+0.1%
Net Income	$-58,892	$-40,574	+0.5%

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

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

$100,859

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DJ VERRET MD FACS	PRESIDENT	1.00	Officer Director	$0	$0	$0
NEHA DHUDSHIA MD	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
AIMEE GARZA MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MANVINDER KAINTH MD	SECRETARY	1.00	Officer Director	$0	$0	$0
TIMOTHY CHAPPELL MD	TREASURER	1.00	Officer Director	$0	$0	$0
SEJAL MEHTA MD	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CHI-HWA YEH MD	BOARD OF CENSORS	1.00	Director	$0	$0	$0
MARIAN DANI STEININGER MD	BOARD OF CENSORS	1.00	Director	$0	$0	$0
DEEPAK PAHUJA MD	BOARD OF CENSORS	1.00	Director	$0	$0	$0
SAM BARBEE	EXECUTIVE DIRECTOR	40.00	Officer	$83,500	$17,359	$100,859

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	$298,296	$357,188	$449,444	$-58,892
2022	$289,179	$329,753	$465,503	$-40,574
2021	$249,030	$214,372	$516,960	$34,658
2020	$266,658	$161,649	$481,276	$105,009
2019	$272,272	$210,238	$375,691	$62,034
2018	$228,783	$198,518	$317,110	$30,265

COLLIN-FANNIN COUNTY MEDICAL SOCIETY