CAL SOCIETY FOR HEALTHCARE ENGINEER (EIN 941636736) - 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

1970

Legal Domicile

Principal Officer

ANTHONY CRAWFORD

Phone

9166928961

Tax Period

2023-01-01 to 2023-12-31

CAL SOCIETY FOR HEALTHCARE ENGINEER, founded in 1970, is a small nonprofit that reported $681K in total revenue in fiscal year 2023. Expenses of $916K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO BE THE CONDUIT FOR PROFESSIONAL GROWTH AND OPPORTUNITIES FOR THE HEALTH CARE ENVIRONMENT IN CALIFORNIA.

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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 $678,217

Investment Income $2,290

Other Revenue $100

TOTAL REVENUE $680,607

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $916,331

TOTAL EXPENSES $916,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$680,607	$650,878	+0.0%
Expenses	$916,331	$743,263	+0.2%
Net Income	$-235,724	$-92,385	+1.6%

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
NARSIMHA IRRINKI	PRESIDENT	1.00	Officer Director	$0	$0	$0
SANTIAGO CHAMBERS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANTHONY CRAWFORD	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM PETERSON	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID LOCKHART	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MITCHELL GREER	CENTRAL COASTAL CHAPTER PRESIDENT	0.50	Director	$0	$0	$0
CHUCK PEEK	CENTRAL VALLEY CHAPTER PRESIDENT	0.50	Director	$0	$0	$0
PAUL MANESSE	INLAND CHAPTER PRESIDENT	0.50	Director	$0	$0	$0
PHILIP HARRIGAN	LOS ANGELES CHAPTER PRESIDENT	0.50	Director	$0	$0	$0
JOSEPH BROTHMAN	ORANGE COUNTY CHAPTER PRESIDENT	0.50	Director	$0	$0	$0
CHARLES CLAY	REDWOOD CHAPTER PRESIDENT	0.50	Director	$0	$0	$0
GARY TILTON	SAN DIEGO CHAPTER PRESIDENT	0.50	Director	$0	$0	$0
RICK BARKER	SAN FRANCISCO CHAPTER PRESIDENT	0.50	Director	$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	$680,607	$916,331	$1,130,356	$-235,724
2022	$650,878	$743,263	$1,377,398	$-92,385
2021	$323,877	$353,550	$1,422,693	$-29,673
2020	$208,518	$235,191	$1,476,018	$-26,673
2019	$718,984	$639,003	$1,420,716	$79,981
2018	$632,995	$591,910	$1,340,735	$41,085

CAL SOCIETY FOR HEALTHCARE ENGINEER