NAPA COUNTY MEDICAL SOCIETY (EIN 941497647) - 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

1903

Legal Domicile

Principal Officer

COLLEEN TOWNSEND

Phone

7072553622

Tax Period

2020-07-01 to 2021-06-30

NAPA COUNTY MEDICAL SOCIETY, founded in 1903, is a micro nonprofit that reported $97K in total revenue in fiscal year 2020. The organization ran a surplus of $28K, a strong 29% operating margin.

Mission

SINCE 1903, THE PURPOSE OF THIS SOCIETY HAS BEEN TO PROMOTE AND DEVELOP THE SCIENCE AND ART OF MEDICINE, TO PROTECT THE PUBLIC HEALTH, AND THE BETTERMENT OF THE MEDICAL PROFESSION, TO COOPERATE WITH ORGANIZATIONS OF LIKE PURPOSES, AND TO UNITE WITH SIMILAR SOCIETIES OF OTHER COUNTIES OF THE STATE TO FORM THE CALIFORNIA MEDICAL ASSOCIATION, INC. THE NAPA COUNTY MEDICAL SOCIETY REPRESENTS MORE THAN 250 PHYSICIANS IN NAPA COUNTY.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $97,234

Investment Income $0

Other Revenue $0

TOTAL REVENUE $97,234

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $69,142

TOTAL EXPENSES $69,142

Year-over-Year Comparison

	2020	2019	Change
Revenue	$97,234	$92,627	+0.0%
Expenses	$69,142	$86,470	-0.2%
Net Income	$28,092	$6,157	+3.6%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH GREAVES	EXEC. DIRECT	N/A	Director	$0	$0	$0
ANDREA CLARKE	IMMEDIATE PA	N/A	Officer	$0	$0	$0
WILLIAM FULTON	PRESIDENT EL	N/A	Officer	$0	$0	$0
ERIC LEUNG	IMMEDIATE PA	N/A	Officer	$0	$0	$0
TED O'CONNELL	TREASURER	N/A	Officer	$0	$0	$0
BRIAN RANDAL	SECRETARY	N/A	Officer	$0	$0	$0
COLLEEN TOWNSEND	PRESIDENT	N/A	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
2021	$97,234	$69,142	No data	$28,092
2020	$92,627	$86,470	$103,193	$6,157
2019	$93,819	$85,174	$98,826	$8,645
2018	$96,378	$86,315	$92,373	$10,063

NAPA COUNTY MEDICAL SOCIETY