Sonoma-Mendocino-Lake Medical Association

EIN: 941203946

Petaluma, CA

Total Revenue
$353,228
Total Expenses
$298,793
Total Assets
$400,132
Net Assets
$397,489
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
CA
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.

Program Service Accomplishments

Program 1

Association activities committees: Members can meet their responsibilities to the medical profession and the community by participating in committees appointed by the Board of Directors, the...

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Association activities committees: Members can meet their responsibilities to the medical profession and the community by participating in committees appointed by the Board of Directors, the association makes it possible for physicians to be effectively involved in influencing public policy decisions that affect how health care is administered and regulated in California.

Program 2

Community relations pysician information: the association provides information about members specialty, contact information, medical school, year of graduation, board certifications and physician...

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Community relations pysician information: the association provides information about members specialty, contact information, medical school, year of graduation, board certifications and physician complaints. The association handles complaints about the quality or efficacy of medical services performed by members by attempting to resolve questions and disputes through mutual understanding and education. The association works with media representatives and local physicians to communicate medical medical information to the public and speker's bureau and arrange for physician members to speak on medical topics to community groups and schools.

Program 3

Legal services, legal counsel through the CMA: The association provides free legal advice to members and their staff physician administrative defense. The association provides physicians a...

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Legal services, legal counsel through the CMA: The association provides free legal advice to members and their staff physician administrative defense. The association provides physicians a comprehensive legal guide of practical summaries of the state and federal laws of key interest and medical-legal information throught th California Medical Association.

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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 (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
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Governance

Voting Members
17
Independent Members
17
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
4
$135,000
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
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
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