Sonoma-Mendocino-Lake Medical Association
Nonprofit profile at a glance
- EIN
- 941203946
- IRS 990 coverage
- 2013–2024
- Forms available
- Form 990 2024
- Location
- Petaluma, CA, USA
- Phone
- 7075254375
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $388,779
- Expenses
- $365,976
- Assets
- $420,292
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- James O'Dorisio MD (Immed. Past President)
- Wendy Young (Executive Director)
- Warren Chin MD (President)
- Ramzi Deeik MD (President-Elect)
Highest reported compensation
- Wendy Young (Executive Director): $141,740 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Promote the science and art of medicine, the care and well-being of patients, the protection of the public health and the betterment of the medical profession, to cooperate with organizations of like purposes, and to unite with similar organizations of the other counties of the State of California in the formation and activities of the California Medical Association.
What it reported doing in 2024
Community relations pysician information: the association provides information about members specialty, contact information, medical school, year of graduation, board certifications and physician complaints. The association handles complaints about the quality or efficacy of medical services performed by members by attempting to resolve questions and disputes through mutual understanding and education. The association works with media representatives and local physicians to communicate medical information to the public and speaker's bureau and arrange for physician members to speak on medical topics to community groups and schools.
Operating model
- Revenue model
- Other-operating. 98% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% 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.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 86
- Transparency & Controls: 90
- Accountability: 90
- Sustainability: 48
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 94.1%; rating input score 94
- Program expense ratio: 100%; rating input score 100
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- 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: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 5.9%; rating input score 52; 52nd percentile among comparable filings
- Total-asset coverage ratio: 1.15; rating input score 44; 44th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 38.7%; rating input score 7; 7th percentile among comparable filings
Growth
- Program expense growth: 19.6% per year; rating input score 100; 84th percentile among comparable filings
- Revenue growth: 1.3% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: 0.5% per year; rating input score 100; 27th percentile among comparable filings
Details
- Where the money goes: 94.1% of revenue deployed · 100% of spending went to programs
- Governance: 15 of 15 board members independent · 6 of 8 filing controls reported
- Programs: 3 filed program accomplishments
- Leadership: top reported pay $142K · 16 people listed
- Consistency: 19 of 19 current checks pass
- Schedules: 2 filed schedules
- Filing history: 9 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- Review — Sustainability: Operating margin scored 52/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
- High — Sustainability: Officer compensation ratio scored 7/100.