ORANGE COUNTY MEDICAL ASSOCIATION (EIN 951605788) - 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

1950

Legal Domicile

Principal Officer

JAMES PETERSON

Phone

9493988100

Tax Period

2023-01-01 to 2023-12-31

ORANGE COUNTY MEDICAL ASSOCIATION, founded in 1950, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Expenses of $1.0M left a modest 10% surplus.

Mission

ORANGE COUNTY MEDICAL ASSOCIATION WAS FORMED FOR THE PURPOSE OF PROMOTING THE SCIENCE AND ART OF MEDICINE, THE PROTECTION OF THE PUBLIC HEALTH, AND THE BETTERMENT OF THE MEDICAL 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 $1,443

Program Service Revenue $949,866

Investment Income $168,875

Other Revenue $12,287

TOTAL REVENUE $1,132,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $613,121

Fundraising Expenses $0

Program Expenses $611,224

Other Expenses $405,586

TOTAL EXPENSES $1,018,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,132,471	$1,170,228	0.0%
Expenses	$1,018,707	$999,354	+0.0%
Net Income	$113,764	$170,874	-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

Employees

Volunteers

200

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

$315,558

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES PETERSON	Executive Dir.	40.00	Officer	$264,617	$38,941	$303,558
WILLIAM WOO MD	President	40.00	Officer	$12,000	$0	$12,000
VIJAY DHAR	PAST PRESIDENT	20.00		$12,000	$0	$12,000
MICHELLE TOM MD	Director	5.00	Director	$0	$0	$0
ATASHI MANDAL MD	Director	5.00	Director	$0	$0	$0
THEODORE HEYMING MD	Director	5.00	Director	$0	$0	$0
CONNIE BARTLETT DO	Director	5.00	Director	$0	$0	$0
ANGELIA SIDARTA DO	Director	5.00	Director	$0	$0	$0
ANJALEE GALION MD	Director	5.00	Director	$0	$0	$0
AMBER BURNETTE MD	Director	5.00	Director	$0	$0	$0
ALPESH AMIN MD	Director	5.00	Director	$0	$0	$0
ERIC BALL MD	Director	5.00	Director	$0	$0	$0
QUAN NGUYEN DO	Director	5.00	Director	$0	$0	$0
JONATHAN DREILING MD	Director	5.00	Director	$0	$0	$0
SURINA KHURANA	Director	5.00	Director	$0	$0	$0
DARIAN THOMPSON	Director	5.00	Director	$0	$0	$0
SHALINI SHAH MD	President-Elect	5.00	Officer	$0	$0	$0
CRISPINA CHONG-HAN MD	Secretary-Treas	5.00	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
2024	No data	No data	No data	No data
2023	$1,132,471	$1,018,707	$9,239,320	$113,764
2022	$1,170,228	$999,354	$8,579,987	$170,874
2021	$1,306,915	$954,889	$9,279,302	$352,026
2020	$1,028,673	$907,905	$8,829,081	$120,768
2019	$1,018,421	$946,057	$8,228,482	$72,364
2018	$1,057,196	$1,033,148	$7,720,014	$24,048

ORANGE COUNTY MEDICAL ASSOCIATION