MONTEREY COUNTY MEDICAL SOCIETY

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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

1997

Legal Domicile

Principal Officer

APRIL BECERRA

Phone

8314551008

Tax Period

2017-07-01 to 2018-06-30

MONTEREY COUNTY MEDICAL SOCIETY, founded in 1997, is a small nonprofit that reported $260K in total revenue in fiscal year 2017. Revenue surged 412% from the prior year, signaling strong growth momentum. The organization ran a surplus of $184K, a strong 71% operating margin.

Mission

TO PROMOTE THE ART AND SCIENCE OF MEDICINE IN THE MONTEREY COUNTY.

Program Service Accomplishments

Program 1

Expenses: $64,539

PROMOTED AND PROTECTED THE PUBLIC HEALTH, AND ACTED AS AN ADVOCATE FOR ITS PHYSICIAN MEMBERS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $67,405

Program Service Revenue $18,807

Investment Income $31,667

Other Revenue $142,540

TOTAL REVENUE $260,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,539

Other Expenses $75,970

TOTAL EXPENSES $75,970

Year-over-Year Comparison

	2017	2016	Change
Revenue	$260,419	$50,863	+4.1%
Expenses	$75,970	$119,340	-0.4%
Net Income	$184,449	$-68,477	-3.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
E VALERIE BARNES MD	DIRECTOR	2.00	Director	$0	$0	$0
DAVID R HOLLEY MD	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM U KHIEU MD	DIRECTOR	2.00	Director	$0	$0	$0
JAMES E RAMSEUR JR MD	DIRECTOR	2.00	Director	$0	$0	$0
PHILIP L MILLER MD	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY KEATING MD	DIRECTOR	2.00	Director	$0	$0	$0
WALTER MILLS MD	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN SAGLIO MD	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM C PARRISH JR	EXECUTIVE DIRECTOR	4.00	Officer	$0	$0	$0
STEVEN W HARRISON MD	TREASURER	2.00	Officer	$0	$0	$0
CRAIG ALEXANDER WALLS MD	PAST PRESIDENT	2.00	Officer	$0	$0	$0
MAXIMILIANO CUEVAS MD	PRESIDENT	2.00	Officer	$0	$0	$0
ALFRED M SADLER JR MD	SECRETARY	2.00	Officer	$0	$0	$0
CHRISTOPHER BURKE MD	PRESIDENT-ELECT	2.00	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
2018	$260,419	$75,970	$315,208	$184,449
2017	$219,838	$119,340	$321,410	$100,498