Sonoma-Mendocino-Lake Medical Association (EIN 941203946) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

Wendy Young

Phone

7075254375

Tax Period

2023-01-01 to 2023-12-31

Sonoma-Mendocino-Lake Medical Association, founded in 1951, is a small nonprofit that reported $353K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $54K, a strong 15% operating margin.

Mission

Promote the science and art of medicine, the care and well-being of patients, the protection of the public health and the betterment of the medical profession, to cooperate with organizations of like purposes, and to unite with similar organizations of the other counties of the State of California in the formation and activities of the California Medical Association

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $353,145

Investment Income $83

Other Revenue $0

TOTAL REVENUE $353,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $235,124

Fundraising Expenses $0

Other Expenses $63,669

TOTAL EXPENSES $298,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$353,228	$520,470	-0.3%
Expenses	$298,793	$385,950	-0.2%
Net Income	$54,435	$134,520	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$135,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia Hiserote DO	Immed. Past President	0.25	Director	$0	$0	$0
Marshall Kubota MD	Director	0.25	Director	$0	$0	$0
Indranushi Chaliha MD	Director	0.25	Director	$0	$0	$0
Allen Cortez MD	Director	0.25	Director	$0	$0	$0
Harjot Bhandal MD	Director	0.25	Director	$0	$0	$0
Roger Pitzen MD	Director	0.25	Director	$0	$0	$0
Paula Dhanda MD	Director	0.25	Director	$0	$0	$0
Georgina Calderon MD	Director	0.25	Director	$0	$0	$0
Briga Mullin MD	Director	0.25	Director	$0	$0	$0
Andy Coren MD	Director	0.25	Director	$0	$0	$0
Yimdriuska Magan Mendoza MD	Director	0.25	Director	$0	$0	$0
Wendy Young	Executive Director	40.00	Officer	$135,000	$0	$135,000
James O'Dorisio MD	President	0.25	Officer	$0	$0	$0
Warren Chin MD	President-Elect	0.25	Officer	$0	$0	$0
Ramzi Deeik MD	Secretary/Treasurer	0.25	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	$353,228	$298,793	$400,132	$54,435
2022	$520,470	$385,950	$432,941	$134,520
2021	$537,761	$341,765	$268,538	$195,996
2020	$393,781	$351,095	$248,460	$42,686
2018	$390,026	$427,869	$283,670	$-37,843

Sonoma-Mendocino-Lake Medical Association