SOUTHERN CALIFORNIA MEDICAL PROFESSION ASSOCIATION TRUST C/O BENEFITS COORDINAT (EIN 954104208) - 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

1988

Legal Domicile

Principal Officer

STEVE ROSEBAUGH

Phone

8186317028

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN CALIFORNIA MEDICAL PROFESSION ASSOCIATION TRUST C/O BENEFITS COORDINAT, founded in 1988, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 139% from the prior year, signaling strong growth momentum. Expenses of $4.2M exceeded revenue, resulting in a 107% operating deficit.

Mission

PROVIDING INSURANCE BENEFIT PLANS FOR SMALL BUSINESSES AND EMPLOYERS

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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 $0

Program Service Revenue $0

Investment Income $24,691

Other Revenue $1,980,377

TOTAL REVENUE $2,005,068

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,152,812

TOTAL EXPENSES $4,152,812

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,005,068	$838,336	+1.4%
Expenses	$4,152,812	$2,780,425	+0.5%
Net Income	$-2,147,744	$-1,942,089	+0.1%

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

N/A

Employees

N/A

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
N/A	DIRECTED TRUSTEE AND CUSTO	1.00		$5,834	$0	$5,834
N/A	PLAN ADMINISTRATOR AND TRU	3.00		$76,738	$0	$76,738

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	$2,005,068	$4,152,812	$21,041,843	$-2,147,744
2022	$838,336	$2,780,425	$24,492,016	$-1,942,089
2021	$6,503,947	$12,525,819	$25,778,557	$-6,021,872
2020	$1,800,207	$3,337,291	$32,912,943	$-1,537,084
2019	$604,829	$2,194,288	$34,115,740	$-1,589,459
2018	$5,215,534	$11,920,865	$35,474,625	$-6,705,331

SOUTHERN CALIFORNIA MEDICAL PROFESSION ASSOCIATION TRUST C/O BENEFITS COORDINAT