SANTA CLARA COUNTY MEDICAL ASSOCIA… - Form 990 Financial Data

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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

1949

Legal Domicile

Principal Officer

MARC CHOW

Phone

4089988850

Tax Period

2023-01-01 to 2023-12-31

SANTA CLARA COUNTY MEDICAL ASSOCIATION, founded in 1949, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Net assets of $13.0M represent 95 months of operating reserves.

Mission

TO PROMOTE THE COMMON INTEREST OF MEDICAL DOCTORS IN SANTA CLARA COUNTY.

Program Service Accomplishments

Program 1

THE ASSOCIATION PROMOTES THE ART AND SCIENCE OF QUALITY MEDICAL CARE AND ENHANCES THE PHYSICAL AND MENTAL HEALTH OF THE ENTIRE COMMUNITY. THIS IS DONE THROUGH A REGULARLY PUBLISHED MAGAZINE...

THE ASSOCIATION PROMOTES THE ART AND SCIENCE OF QUALITY MEDICAL CARE AND ENHANCES THE PHYSICAL AND MENTAL HEALTH OF THE ENTIRE COMMUNITY. THIS IS DONE THROUGH A REGULARLY PUBLISHED MAGAZINE, PHYSICIAN EDUCATION, COMMUNITY HEALTH EVENTS AND COLLABORATIONS ON PUBLIC HEALTH INITIATIVES.

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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 $0

Program Service Revenue $1,085,035

Investment Income $14,164

Other Revenue $550,094

TOTAL REVENUE $1,649,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $809,470

Fundraising Expenses $0

Other Expenses $981,341

TOTAL EXPENSES $1,790,811

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,649,293	$1,631,634	+0.0%
Expenses	$1,790,811	$1,533,094	+0.2%
Net Income	$-141,518	$98,540	-2.4%

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

$68,873

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY RUSSELL MD	PRESIDENT	4.00	Officer Director	$0	$0	$0
CLIFFORD WANG MD	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
ANH NGUYEN MD	TREASURER	1.00	Officer Director	$0	$0	$0
LEWIS OSOFSKY MD	VP COMMUNITY HEALTH	1.00	Officer Director	$0	$0	$0
GLORIA WU MD	VP PROFESSIONAL CONDUCT	1.00	Officer Director	$0	$0	$0
RANDAL PHAM MD	VP MEMBER SERVICES	1.00	Officer Director	$0	$0	$0
CHRISTINE DOYLE MD	VP EXTERNAL AFFAIRS	1.00	Officer Director	$0	$0	$0
ANLIN XU MD	COUNCILOR	0.50	Director	$0	$0	$0
DAVID CAHN MD	COUNCILOR	0.50	Director	$0	$0	$0
JOSHUA MARKOWITZ MD	COUNCILOR	0.50	Director	$0	$0	$0
SHAHRAM GHOLAMI MD	COUNCILOR	0.50	Director	$0	$0	$0
KRIKOR BARSOUMIAN MD	COUNCILOR	0.50	Director	$0	$0	$0
SAM WALD MD	COUNCILOR	0.50	Director	$0	$0	$0
DANIELLE PICKHAM MD	COUNCILOR	0.50	Director	$0	$0	$0
HARRY MORRISON MD	COUNCILOR	0.50	Director	$0	$0	$0
KENNETH PHAN MD	COUNCILOR	0.50	Director	$0	$0	$0
DAVID HENSLEY MD	COUNCILOR	0.50	Director	$0	$0	$0
KEVIN STUART MD	COUNCILOR	0.50	Director	$0	$0	$0
MARC CHOW	CEO/EXECUTIVE DIRECTOR	40.00	Officer	$62,442	$6,431	$68,873
ERIN HENKE	INTERIM CEO	40.00	Highest	$331,365	$21,881	$353,246

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	$1,649,293	$1,790,811	$13,181,143	$-141,518
2022	$1,631,634	$1,533,094	$13,517,139	$98,540
2021	$9,871,291	$959,072	$13,885,195	$8,912,219
2020	$1,397,614	$979,200	$4,991,282	$418,414
2019	$1,461,349	$1,575,222	$4,395,832	$-113,873
2018	$1,354,860	$1,427,464	$4,599,238	$-72,604

SANTA CLARA COUNTY MEDICAL ASSOCIATION