Sydney R Pomer Foundation

EIN: 882698833 501(c)(3)

Santa Cruz, CA

Total Revenue
$100,156
Total Expenses
$32,560
Total Assets
$67,596
Net Assets
$67,596
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
CA
Principal Officer
Marshall Pomer
Phone
8313162738
Tax Period
2022-01-01 to 2022-12-31

Sydney R Pomer Foundation, founded in 2022, is a small nonprofit that reported $100K in total revenue in fiscal year 2022. The organization ran a surplus of $68K, a strong 67% operating margin.

Mission

To conduct research in the economics and ethics of attorney-client relationships and doctor-patient relationships, and apply that research by offering education and advocacy services to attorney's clients and medical patients.

Program Service Accomplishments

Program 1
Expenses: $16,238 Revenue: $0

Research of case law that governs the obligations that fiduciaries (particularly doctors and lawyers) have to their principals (patients and clients). We visit and/or email law libraries and court...

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Research of case law that governs the obligations that fiduciaries (particularly doctors and lawyers) have to their principals (patients and clients). We visit and/or email law libraries and court clerks across the state of California to acquire copies of court opinions and briefs, which we then dissect. We have also been mastering the California codes, rules, and statutes related to fiduciaries' obligations and principals' rights. This activity also includes discussions with attorneys who specialize in professional liability and ethics.

Program 2
Expenses: $6,959 Revenue: $0

The development of a guide titled, "Power to the Patient: Proactive Primer for Hospital Patients and Their Advocates", designed to educate patients (particularly those facing the prospect of...

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The development of a guide titled, "Power to the Patient: Proactive Primer for Hospital Patients and Their Advocates", designed to educate patients (particularly those facing the prospect of end-of-life care) about their rights and legal authority. This includes drafting a sample legal contract that can serve as an alternative to the oft-used "advance directive", titled "Proactive Directive: Power of Attorney for Health Care and Advance Health Care Directive". This contract is being designed to empower the patient by granting a trusted advocate the patient's full authority to access information and direct care according to the patient's desires whenever treatment renders the patient temporarily incapacitated.

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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 (2022)

Revenue Breakdown

Contributions & Grants $100,156
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $100,156

Expense Breakdown

Grants Paid $0
Salaries & Benefits $30,929
Fundraising Expenses $0
Program Expenses $23,197
Other Expenses $1,631
TOTAL EXPENSES $32,560

Year-over-Year Comparison

2022 2021 Change
Revenue $100,156 N/A N/A
Expenses $32,560 N/A N/A
Net Income $67,596 $0 N/A
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

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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
2
Employees
1
Volunteers
2

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
$28,446
Total Directors
3
$28,446
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Justin Farris Secretary & Treasurer 45
Officer Director
$28,446 $0 $28,446
Aldo Olivieri Vice President 5
Officer Director
$0 $0 $0
Marshall Pomer President 60
Officer 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
2022 $100,156 $32,560 $67,596 $67,596
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