Capital Medical Society Foundation Inc

Nonprofit profile at a glance

EIN
592104510
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-EZ 2009
Location
Tallahassee, FL, USA
Phone
8508779018
Rating
82
Verdict
STRONG
Rating confidence
Standard

Official website

Reported finances

Revenue
$923,035
Expenses
$782,610
Assets
$2,997,128
Liabilities
$133,314

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

24 people listed

Executive titles in this filing

  • TRACEY HELLGREN MD (PRESIDENT)
  • WALTER COLON DMD (VICE-PRESIDENT)
  • JOHN P MAHONEY MD (IMMEDIDATE PAST PRESIDENT UNTIL 12/31/24)
  • TOM BLOCK (EXECUTIVE DIRECTOR)

Highest reported compensation

  • TOM BLOCK (EXECUTIVE DIRECTOR): $130,677 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support the charitable efforts of physicians and others, increase access to healthcare, promote education and serve the community's health needs through innovative projects that are exemplary, affordable and dignified.

What it reported doing in 2024

Coordinated over $5 million in donated specialty medical and dental care for low income, uninsured patients within leon, gadsden, jefferson and wakulla counties in Florida through a network of volunteer physicians, nurses, hospitals, and other allied health care professionals. (i.e. We care network)2,770 appointments were scheduled and 1,956 patients were served with the active network of donating providers which included 300 physicians and ancillary providers and 34 dentists.also provided wellness coaching for local physicians through the capital medical society foundation physician wellness program totaling $2,520.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 84% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 89
  • Accountability: 100
  • Sustainability: 69
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.1%; rating input score 69
  • Program expense ratio: 70%; rating input score 70
  • Fundraising efficiency: $9.07 raised per $1 spent on fundraising; rating input score 35; 35th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.4%; rating input score 94; 26th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 70.1%; rating input score 70; 32nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 15.2%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 3.83; rating input score 80; 80th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 53; 53rd percentile among comparable filings
  • Officer compensation ratio: 5.6%; rating input score 51; 51st percentile among comparable filings

Growth

  • Program expense growth: 3.8% per year; rating input score 100; 36th percentile among comparable filings
  • Revenue growth: 6% per year; rating input score 100; 49th percentile among comparable filings
  • Asset growth: 8.2% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 69.1% of revenue deployed · 70% of spending went to programs
  • Governance: 19 of 19 board members independent · 8 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $548K in reported program spending
  • Leadership: top reported pay $131K · 24 people listed
  • Consistency: 39 of 40 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors and grants
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 35/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 51/100.
  • Review — Sustainability: Liabilities to assets ratio scored 53/100.