CALIFORNIA SOCIETY FOR HEALTHCARE ATTORNEYS (EIN 942675435) - 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

1980

Legal Domicile

Principal Officer

LOIS RICHARDSON

Phone

9168347611

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA SOCIETY FOR HEALTHCARE ATTORNEYS, founded in 1980, is a small nonprofit that reported $401K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $449K exceeded revenue, resulting in a 12% operating deficit.

Mission

PROVIDE EDUCATIONAL FORUM FOR HEALTH CARE ATTORNEYS

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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 $385,618

Investment Income $15,804

Other Revenue $0

TOTAL REVENUE $401,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,565

Fundraising Expenses $0

Program Expenses $270,134

Other Expenses $353,183

TOTAL EXPENSES $448,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$401,422	$303,998	+0.3%
Expenses	$448,748	$367,742	+0.2%
Net Income	$-47,326	$-63,744	-0.3%

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

N/A

Employees

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
MARTHA ANN KNUTSON	PAST PRESIDENT	2.00	Director	$0	$0	$0
DAVID BALFOUR	Director	2.00	Director	$0	$0	$0
DAYNA NICHOLSON	Director	2.00	Director	$0	$0	$0
MICHAEL DOWELL	Director	2.00	Director	$0	$0	$0
JOEL RICHLIN	Director	2.00	Director	$0	$0	$0
CARLA HARTLEY	Director	2.00	Director	$0	$0	$0
PUJA SHAH	Director	2.00	Director	$0	$0	$0
KAREN S KIM	Director	2.00	Director	$0	$0	$0
GLENDA ZARBOCK	Director	2.00	Director	$0	$0	$0
MELANIE NEUMEYER	Director	2.00	Director	$0	$0	$0
BENJAMIN DURIE	President	2.00	Officer	$0	$0	$0
BRANDIE GASPER	PRESIDENT-ELECT	2.00	Officer	$0	$0	$0
BRENDAN SANCHEZ	CFO/SECRETARY	2.00	Officer	$0	$0	$0
LOIS RICHARDSON	EXECUTIVE DIREC	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$401,422	$448,748	$448,393	$-47,326
2022	$303,998	$367,742	$443,792	$-63,744
2021	$128,476	$126,848	$566,911	$1,628
2020	$144,564	$129,923	$566,503	$14,641
2019	$346,373	$293,449	$525,928	$52,924
2018	$330,510	$283,069	$491,504	$47,441

CALIFORNIA SOCIETY FOR HEALTHCARE ATTORNEYS