CALIFORNIA SOCIETY OF INDUSTRIAL MEDICINE AND SURGERY (EIN 953529899) - 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

BOBBIE MCDONALD PSYD

Phone

9495259102

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA SOCIETY OF INDUSTRIAL MEDICINE AND SURGERY, founded in 1980, is a small nonprofit that reported $332K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $286K left a modest 14% surplus.

Mission

THE CALIFORNIA SOCIETY OF INDUSTRIAL MEDICINE (CSIMS) IS DEDICATED TO ASSISTING ITS MEMBERS TO EXCEL IN THE PRACTICE OF OCCUPATIONAL MEDICINE SO AS TO PROVIDE THE ACCURATE EVALUATION AND TREATMENT OF CALIFORNIA'S INJURED WORKERS.

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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 $22,500

Program Service Revenue $308,725

Investment Income $0

Other Revenue $825

TOTAL REVENUE $332,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,000

Fundraising Expenses $0

Other Expenses $230,005

TOTAL EXPENSES $286,005

Year-over-Year Comparison

	2023	2022	Change
Revenue	$332,050	$537,984	-0.4%
Expenses	$286,005	$602,250	-0.5%
Net Income	$46,045	$-64,266	-1.7%

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

$56,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNU NAVANI	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
MICHAEL AMSTER	DIRECTOR	1.00	Director	$0	$0	$0
JACOB ROSENBERG	DIRECTOR	1.00	Director	$0	$0	$0
RON LERCH	TREASURER	2.00	Officer Director	$0	$0	$0
LESLIE LEVY	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SANA KHAN	DIRECTOR	2.00	Officer Director	$0	$0	$0
DAVID ABRI	DIRECTOR	1.00	Director	$0	$0	$0
PETER BULLOCK	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN FEINBERG	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN MINER	DIRECTOR	1.00	Director	$0	$0	$0
BOBBIE MCDONALD	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROSTAM KHOSHAR	DIRECTOR	1.00	Director	$0	$0	$0
RICK SKALA	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE WHALEN	CHAIR EDUCATION	1.00	Director	$0	$0	$0
ADAM STOLLER	DIRECTOR	1.00	Director	$0	$0	$0
YOLANTA PETROFSKY	TREASURER	1.00	Officer Director	$0	$0	$0
CARL SHIN	DIRECTOR	1.00	Director	$0	$0	$0
RON GOLDSTEIN	EXECUTIVE DIR.	40.00	Officer	$56,000	$0	$56,000

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	$332,050	$286,005	$69,238	$46,045
2022	$537,984	$602,250	$34,867	$-64,266
2021	$353,118	$455,892	$57,232	$-102,774
2020	$230,211	$251,237	$48,278	$-21,026
2019	$232,705	$229,895	$58,299	$2,810
2018	$344,233	$320,203	$55,847	$24,030

CALIFORNIA SOCIETY OF INDUSTRIAL MEDICINE AND SURGERY