SANTA BARBARA COUNTY MEDICAL SOCIETY (EIN 952234795) - 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

1894

Legal Domicile

Principal Officer

Douglas Murphy MD

Phone

8056835333

Tax Period

2023-01-01 to 2023-12-31

SANTA BARBARA COUNTY MEDICAL SOCIETY, founded in 1894, is a small nonprofit that reported $293K in total revenue in fiscal year 2023. Expenses of $338K exceeded revenue, resulting in a 15% operating deficit.

Mission

The purpose of the Association is to protect and improve public health, advocate for the medical profession, participate in and support the California Medical Association and to foster collegiality.

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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 $150,685

Program Service Revenue $67,453

Investment Income $41,891

Other Revenue $33,373

TOTAL REVENUE $293,402

Expense Breakdown

Grants Paid $0

Salaries & Benefits $212,452

Fundraising Expenses $0

Other Expenses $125,427

TOTAL EXPENSES $337,879

Year-over-Year Comparison

	2023	2022	Change
Revenue	$293,402	$302,600	0.0%
Expenses	$337,879	$423,560	-0.2%
Net Income	$-44,477	$-120,960	-0.6%

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

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
Michael DiBlase	Director	1.00	Director	$0	$0	$0
Todd Engstrom	Treasurer/Secretary	3.00	Officer Director	$0	$0	$0
Priti Gagneja	Director	1.00	Director	$0	$0	$0
Jennifer Hone	Director	1.00	Director	$0	$0	$0
Kevin Casey	Director	1.00	Director	$0	$0	$0
Rahim Raoufi	Director	1.00	Director	$0	$0	$0
Bindu Kamal	Director	1.00	Director	$0	$0	$0
Douglas Murphy	President-Elect	3.00	Officer Director	$0	$0	$0
Samira Kayumi-Rashti	Past-President	1.00	Officer Director	$0	$0	$0
Julie Fallon	President	5.00	Officer Director	$0	$0	$0
Rachel May	Director	1.00	Director	$0	$0	$0
Daniel Roshan	Director	1.00	Director	$0	$0	$0
Christopher Quijano	Director	1.00	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
2024	No data	No data	No data	No data
2023	$293,402	$337,879	$914,451	$-44,477
2022	$302,600	$423,560	$903,904	$-120,960
2021	$333,910	$280,088	$1,210,287	$53,822
2020	$297,058	$280,806	$1,117,964	$16,252
2019	$365,323	$337,615	$1,037,960	$27,708

SANTA BARBARA COUNTY MEDICAL SOCIETY