Sonoma West Medical Foundation (EIN 943314210) - 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

1998

Legal Domicile

Principal Officer

Susan Moulton

Phone

7078238312

Tax Period

2018-01-01 to 2018-12-31

Sonoma West Medical Foundation, founded in 1998, is a small nonprofit that reported $266K in total revenue in fiscal year 2018. Revenue surged 182% from the prior year, signaling strong growth momentum. The organization ran a surplus of $132K, a strong 50% operating margin.

Mission

The corporation shall be dedicated primarily to activities which contribute to the health status of residents of Sebastopol and Western Sonoma County such as hospital care, medical care, and health improvement and health education.

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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 (2018)

Revenue Breakdown

Contributions & Grants $250,248

Program Service Revenue $8,751

Investment Income $5,458

Other Revenue $1,106

TOTAL REVENUE $265,563

Expense Breakdown

Grants Paid $32,169

Salaries & Benefits $0

Fundraising Expenses $8,590

Program Expenses $94,116

Other Expenses $101,698

TOTAL EXPENSES $133,867

Year-over-Year Comparison

	2018	2017	Change
Revenue	$265,563	$94,290	+1.8%
Expenses	$133,867	$110,258	+0.2%
Net Income	$131,696	$-15,968	-9.2%

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

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
Mariah Bernal	Treasurer	4.00	Director	$0	$0	$0
Vicchi Oleski	Director	2.00	Director	$0	$0	$0
Susan Moulton	President	2.00	Director	$0	$0	$0
Gail Thomas	Director	2.00	Director	$0	$0	$0
Mark Blankenship	Director	2.00	Director	$0	$0	$0
Elisabeth Flower	Director	2.00	Director	$0	$0	$0
Joan Marler	Vice President	2.00	Director	$0	$0	$0
Dennis Colthurst	Director	2.00	Director	$0	$0	$0
Gail Raborn	Secretary	2.00	Director	$0	$0	$0
Anya Concoff	Executive Dir.	2.00	Director	$0	$0	$0
Hreith Pezzi	Director	2.00	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
2018	$265,563	$133,867	$324,651	$131,696

Sonoma West Medical Foundation