SAN DIEGO SHOULDER INSTITUTE

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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

2006

Legal Domicile

Principal Officer

JAMES ESCH MD

Phone

7609402066

Tax Period

2023-01-01 to 2023-12-31

SAN DIEGO SHOULDER INSTITUTE, founded in 2006, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

THE MISSION OF SAN DIEGO SHOULDER INSTITUTE IS TO PROMOTE THE DEVELOPMENT AND DISSEMINATION OF EDUCATION RELATED TO SHOULDER DISORDERS TO PHYSICIANS AND ALLIED HEALTH CLINICIANS.

Program Service Accomplishments

Program 1

Expenses: $940,015

THE MISSION OF SAN DIEGO SHOULDER INSTITUTE (SDSI) IS TO PROMOTE THE DEVELOPMENT AND DISSEMINATION OF EDUCATION RELATED TO SHOULDER DISORDERS TO PHYSICIANS AND ALLIED HEALTH CLINICIANS. GOALS:1.TO...

THE MISSION OF SAN DIEGO SHOULDER INSTITUTE (SDSI) IS TO PROMOTE THE DEVELOPMENT AND DISSEMINATION OF EDUCATION RELATED TO SHOULDER DISORDERS TO PHYSICIANS AND ALLIED HEALTH CLINICIANS. GOALS:1.TO OFFER SUPERIOR LEARNING OPPORTUNITIES BY APPROVING ANNUAL CONTINUING MEDICAL EDUCATIONAL OFFERINGS.2.TO PARTICIPATE IN THE ADVANCEMENT OF SHOULDER CARE BY ACTIVE INVOLVEMENT IN INTERNATIONAL TEACHING, RESEARCH, AND EDUCATIONAL COLLABORATION.3.TO PROVIDE ONGOING EDUCATIONAL SUPPORT AND EXPERTISE VIA ESTABLISHMENT AND MAINTENANCE OF AN INTERACTIVE WEBSITE.SDSI HAS ACHIEVED THIS MISSION BY OFFERING A QUALITY EDUCATIONAL FORUM FOR 27 YEARS. COURSE STATISTICS VALIDATE SDSI IS IMPACTING NATIONAL AND INTERNATIONAL PHYSICIAN COMPETENCE AND PERFORMANCE.

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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 $248,250

Program Service Revenue $814,765

Investment Income $11,381

Other Revenue $0

TOTAL REVENUE $1,074,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,517

Fundraising Expenses $0

Program Expenses $940,015

Other Expenses $1,035,183

TOTAL EXPENSES $1,148,700

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,074,396	$1,217,969	-0.1%
Expenses	$1,148,700	$1,178,553	0.0%
Net Income	$-74,304	$39,416	-2.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK DENARD MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
GREGORY M ALBERTON MD	TREASURER	1.00	Director	$0	$0	$0
MARK GETELMAN MD	SECRETARY	1.00	Director	$0	$0	$0
MATTHEW PROVENCHER MD	VICE PRESIDENT	1.00	Director	$0	$0	$0
JONATHAN TICKER MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JON JP WARNER MD	PRESIDENT	1.00	Director	$0	$0	$0
JAMES C ESCH MD	CEO	6.00	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	No data	No data	No data	No data
2023	$1,074,396	$1,148,700	$512,933	$-74,304
2022	$1,217,969	$1,178,553	$509,825	$39,416
2021	$530,971	$523,971	$545,326	$7,000
2020	$115,736	$297,359	$487,697	$-181,623
2019	$1,500,224	$1,391,043	$679,169	$109,181
2018	$1,580,252	$1,385,383	$560,988	$194,869