Pacific Coast Surgical Association

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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

1925

Legal Domicile

Principal Officer

Lygia Stewart MD

Phone

3122025201

Tax Period

2023-07-01 to 2024-06-30

Pacific Coast Surgical Association, founded in 1925, is a small nonprofit that reported $322K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

The Association's mission is to advance the science and practice of surgery. The Association membership consists of active, senior, retired and non-resident members in the western part of the United States.

Program Service Accomplishments

Program 1

The Association hosted meetings for educational and scientific purposes. Members presented research papers to other members for the advancement of the surgical profession.

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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 $4,750

Program Service Revenue $303,105

Investment Income $13,651

Other Revenue $250

TOTAL REVENUE $321,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $323,057

TOTAL EXPENSES $323,057

Year-over-Year Comparison

	2023	2022	Change
Revenue	$321,756	$342,529	-0.1%
Expenses	$323,057	$400,577	-0.2%
Net Income	$-1,301	$-58,048	-1.0%

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
Christian de Virgilio MD FACS	President	0.50	Officer Director	$0	$0	$0
Beverly Petrie	Vice-President	0.50	Officer Director	$0	$0	$0
Lorrie Langdale	President-Elect 2025	0.50	Officer Director	$0	$0	$0
Diana Farmer	President-Elect 2026	0.50	Officer Director	$0	$0	$0
Lygia Stewart MD FACS	Secretary-Treasurer	0.50	Officer Director	$0	$0	$0
Wen Shen MD FACS	Historian	0.50	Director	$0	$0	$0
Sherry Wren MD FACS	Immediate Past-President	0.50	Director	$0	$0	$0
Joseph Galante	Caucus Councilor	0.50	Director	$0	$0	$0
Jennifer Watters	Caucus Councilor	0.50	Director	$0	$0	$0
Bard Cosman	Caucus Councilor	0.50	Director	$0	$0	$0
Roger Tatum MD	Caucus Councilor	0.50	Director	$0	$0	$0
Sharon Lum	Recorder	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	$321,756	$323,057	$368,651	$-1,301
2023	$342,529	$400,577	$437,458	$-58,048
2022	$373,511	$545,841	$441,847	$-172,330
2021	$122,547	$123,915	$612,821	$-1,368
2020	$373,263	$439,682	$603,826	$-66,419
2019	$281,509	$304,562	$655,355	$-23,053
2018	$313,545	$362,779	$654,203	$-49,234