SAN MATEO COUNTY MEDICAL ASSOCIATION (EIN 941121908) - 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

1905

Legal Domicile

Principal Officer

Keith Darby

Phone

6503121663

Tax Period

2023-01-01 to 2023-12-31

SAN MATEO COUNTY MEDICAL ASSOCIATION, founded in 1905, is a small nonprofit that reported $730K in total revenue in fiscal year 2023. Expenses of $645K left a modest 12% surplus.

Mission

The Organization's mission is to promote and develop the science and art of medicine to conserve and promote public health and to assess and maintain the social and economic responsibilities of the profession.

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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 $478,635

Investment Income $251,726

Other Revenue $0

TOTAL REVENUE $730,361

Expense Breakdown

Grants Paid $0

Salaries & Benefits $535,896

Fundraising Expenses $0

Program Expenses $0

Other Expenses $109,323

TOTAL EXPENSES $645,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$730,361	$680,092	+0.1%
Expenses	$645,219	$880,670	-0.3%
Net Income	$85,142	$-200,578	-1.4%

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

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

$267,841

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Weissman MD	President	5.00	Officer Director	$0	$0	$0
Kendall Alfred MD	Sect Treasurer	5.00	Officer Director	$0	$0	$0
Cynthia Cooper	Director	1.00	Director	$0	$0	$0
Jiaochen Ke MD	Director	1.00	Director	$0	$0	$0
Uli Chettipally MD	Imm Past President	5.00	Officer Director	$0	$0	$0
Brajesh Agrawal MD	Director	1.00	Director	$0	$0	$0
Beverly Joyce MD	Director	1.00	Director	$0	$0	$0
Connor Lundy MD	Director	1.00	Director	$0	$0	$0
Gurpreet Pedam MD	Director	1.00	Director	$0	$0	$0
Aditi Patel MD	President Elect	5.00	Officer Director	$0	$0	$0
Aaron Roland MD	Director	1.00	Director	$0	$0	$0
Keith Darby MD	Executive Director	40.00	Key Emp	$0	$0	$0
Aaron Roland MD	Director	1.00	Director	$0	$0	$0
Keith Darby MD	Executive Director	40.00	Key Emp	$245,100	$22,741	$267,841

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	$730,361	$645,219	$5,029,645	$85,142
2022	$680,092	$880,670	$4,633,799	$-200,578
2021	$1,032,166	$915,328	$5,862,433	$116,838

SAN MATEO COUNTY MEDICAL ASSOCIATION