Civic Intelligence

San Francisco Medical Society

EIN 94-0835165 • 501(c)6 • San Francisco, CA

Profile

The purpose of the San Francisco Medical Society is to provide educational services to its members and information to the public through publications and advertisements.

312 Sutter Street 608San Francisco, CA 94108

www.sfms.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.10x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.67x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-12%

Higher net margin than 11% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$284,120

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-2.5%

Faster revenue growth than 23% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,536,408

Up $1,145,036 (+18%) from 2023

Liabilities

Up

$777,254

Up $257,300 (+49%) from 2023

Net Assets

Up

$6,759,154

Up $887,736 (+15%) from 2023

Revenue

Down

$1,154,521

Down $29,651 (-2.5%) from 2023

Expenses

Up

$1,287,684

Up $216,126 (+20%) from 2023

Net Income

Down

-$133,163

Down $245,777 (-218%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,864,930Liabilities 2011: $293,304Net Assets 2011: $2,571,6262011Assets 2012: $2,764,929Liabilities 2012: $247,395Net Assets 2012: $2,517,5342012Assets 2013: $3,464,717Liabilities 2013: $797,157Net Assets 2013: $2,667,5602013Assets 2014: $3,461,518Liabilities 2014: $791,246Net Assets 2014: $2,670,2722014Assets 2015: $3,291,919Liabilities 2015: $813,383Net Assets 2015: $2,478,5362015Assets 2016: $3,195,170Liabilities 2016: $529,326Net Assets 2016: $2,665,8442016Assets 2017: $3,803,528Liabilities 2017: $679,637Net Assets 2017: $3,123,8912017Assets 2018: $3,462,961Liabilities 2018: $649,503Net Assets 2018: $2,813,4582018Assets 2019: $4,186,496Liabilities 2019: $742,509Net Assets 2019: $3,443,9872019Assets 2020: $4,906,367Liabilities 2020: $559,413Net Assets 2020: $4,346,9542020Assets 2021: $6,039,961Liabilities 2021: $530,956Net Assets 2021: $5,509,0052021Assets 2022: $5,325,064Liabilities 2022: $489,109Net Assets 2022: $4,835,9552022Assets 2023: $6,391,372Liabilities 2023: $519,954Net Assets 2023: $5,871,4182023Assets 2024: $7,536,408Liabilities 2024: $777,254Net Assets 2024: $6,759,1542024

Highlighted filing

2024

Assets$7,536,408
Liabilities$777,254
Net Assets$6,759,154

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $754,752Expenses 2011: $924,997Net Income 2011: -$170,2452011Revenue 2012: $775,715Expenses 2012: $929,388Net Income 2012: -$153,6732012Revenue 2013: $982,284Expenses 2013: $896,066Net Income 2013: $86,2182013Revenue 2014: $890,950Expenses 2014: $904,924Net Income 2014: -$13,9742014Revenue 2015: $1,082,441Expenses 2015: $898,810Net Income 2015: $183,6312015Revenue 2016: $803,741Expenses 2016: $847,314Net Income 2016: -$43,5732016Revenue 2017: $983,908Expenses 2017: $989,673Net Income 2017: -$5,7652017Revenue 2018: $925,059Expenses 2018: $993,987Net Income 2018: -$68,9282018Revenue 2019: $990,289Expenses 2019: $1,026,546Net Income 2019: -$36,2572019Revenue 2020: $1,252,188Expenses 2020: $930,337Net Income 2020: $321,8512020Revenue 2021: $1,198,081Expenses 2021: $917,414Net Income 2021: $280,6672021Revenue 2022: $1,297,984Expenses 2022: $976,718Net Income 2022: $321,2662022Revenue 2023: $1,184,172Expenses 2023: $1,071,558Net Income 2023: $112,6142023Revenue 2024: $1,154,521Expenses 2024: $1,287,684Net Income 2024: -$133,1632024

Highlighted filing

2024

Revenue$1,154,521
Expenses$1,287,684
Net Income-$133,163

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$0.78$6.76$1.15$1.29$0.13
2023Summary only. Only limited summary data is available for this year.$6.39$0.52$5.87$1.18$1.07$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.49$4.84$1.30$0.98$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.53$5.51$1.20$0.92$0.28
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.56$4.35$1.25$0.93$0.32
2019Summary only. Only limited summary data is available for this year.$4.19$0.74$3.44$0.99$1.03$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.65$2.81$0.93$0.99$0.07
2017Summary only. Only limited summary data is available for this year.$3.80$0.68$3.12$0.98$0.99$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.53$2.67$0.80$0.85$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.29$0.81$2.48$1.08$0.90$0.18
2014Summary only. Only limited summary data is available for this year.$3.46$0.79$2.67$0.89$0.90$0.01
2013Summary only. Only limited summary data is available for this year.$3.46$0.80$2.67$0.98$0.90$0.09
2012Summary only. Only limited summary data is available for this year.$2.76$0.25$2.52$0.78$0.93$0.15
2011Summary only. Only limited summary data is available for this year.$2.86$0.29$2.57$0.75$0.92$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 29, 2025
Return Version
2024v5.2
Gross Receipts
$1,229,246
Mission and Program Overview

Mission

The purpose of the san francisco medical society is to provide educational services to its members and information to the public through publications and advertisements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,338,896$6,559,171▲ $1,220,275
Savings and Temporary Cash Investments$645,907$574,631▼ $71,276
Land, Buildings, and Equipment, Net$318,374$316,606▼ $1,768
Prepaid Expenses and Deferred Charges$51,852$57,553▲ $5,701
Investments Other Securities$3,228$3,383▲ $155
Accounts Receivable$6,944$393▼ $6,551
Total Assets$6,391,372$7,536,408▲ $1,145,036
Other Assets Total$26,171$24,671▼ $1,500
Liabilities
Deferred Revenue$115,039$379,926▲ $264,887
Other Liabilities$311,207$311,207→ $0
Accounts Payable and Accrued Expenses$93,708$86,121▼ $7,587
Total Liabilities$519,954$777,254▲ $257,300
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,871,418$6,759,154▲ $887,736
Total Net Assets Fund Balance$5,871,418$6,759,154▲ $887,736
Total Liabilities and Net Assets / Fund Balance$6,391,372$7,536,408▲ $1,145,036

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$316,606$191,805$508,411
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Conrad B AmentaExecutive DirectorPT$242,885$41,235$284,120

Board Members and Trustees

NameTitle
Dennis SongImmediate Past President
Jason R NauPresident
Sarita SatpathyPresident Elect
Anrdrea YeungDirector
Anthony DigiornoDirector
Christina WangDirector
Cindy GreenbergDirector
Clifford ChewDirector
Cynthia LinDirector
David PatingDirector
Dawn RosenbergDirector
Edward AlfreyDirector
Esme CullenDirector
Helen YuDirector
Julie BokserDirector
Kenneth TaiDirector
Kristen WongDirector
Kristina CasadeiDirector
Manal ElkarraDirector
Melinda AquinoDirector
Neeru SinghDirector
Rana TabriziDirector
Yalda ShahramDirector
Michael SchraderEditor
Melanie ThompsonSecretary
Ian MclachlanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,000
Program Service Revenue
$1,050,862
Investment Income
$106,244
Other Revenue
$-17,585
All Other Contributions
$15,000
Change in Net Assets
$-133,163

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,154,521
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,020,899
Total Revenue per Audited Statements
$2,175,420
Total Revenue per Form 990
$1,154,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$830,002
Other Expenses$362,182
Grants and Similar Amounts Paid$95,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$440,235
Current Officers, Directors, Trustees, and Key Employees---$284,119
Grants to Domestic Orgs---$95,500
Occupancy---$93,718
Fees for Services Accounting---$51,805
Payroll Taxes---$46,637
Other Employee Benefits---$37,663
Conferences and Meetings---$34,268
Fees for Services Other---$27,618
All Other Expenses---$25,334
Pension Plan Contributions---$21,348
Insurance---$13,751
Fees for Services Legal---$13,625
Other Expenses---$10,475
Information Technology---$9,379
Office Expenses---$6,662
Travel---$5,843
Depreciation Depletion---$3,456
Total Functional Expenses$0$0$0$1,287,684

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Medical AssociationSacramento, CA-To Enhance the Professional Development and Quality of Life for Its Members.$95,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$74,725
Fundraising Gross Income$20,840
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$20,840$20,840$6,211$14,629
Total Events$20,840$20,840$74,725$-53,885
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Payable - Noncurrent Portion$311,207
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Line 6 explanation - the members of the sfmms are active associate, retired, non-resident and honorary physicians who live and/or work within the city and county of san francisco, who possess a u.s. Doctor of medicine degree (md) or doctor of osteopathic medicine (do), or a recognized international equivalent, or who are attending an accredited residency or fellowship program in san francisco, or ucsf medical students.

Form 990, Part VI, Section A, Line 7A

Line 7a explanation - the board of directors are elected by members of the sfmms at the regular annual election day which occurs on the second monday in november. Thereafter, the board of directors are given full and complete power and authority to do and perform all acts, and to conduct, manage, control, and transact all the affairs and business of and for and on behalf of the sfmms.

Form 990, Part VI, Section B, Line 11B

Line 11b explanation - a copy of form 990 is provided to the finance committee along with the year end financial statements. Account balances on form 990 are reviewed and compared to the financial statements for accuracy. After review, both the financial statements and form 990 are approved by the board of directors.

Form 990, Part VI, Section B, Line 12C

The organization's executive director monitors proposed or ongoing transactions for conflict of interest and disclose them to the chairman of the board of directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occured.

Form 990, Part VI, Section B, Line 15

The compensation of the executive director is reviewed and approved by the board of directors or compensation committee of the organization. The compensation is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. The deliberations and decisions regarding the compensation arrangement is documented by the organization.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Jason r. Nau - 312 sutter street, suite 608, san francisco, ca 94108.

Filing and Contact Details

Filer

Filer Name
San Francisco Marin Medical Society
EIN
94-0835165
Phone
4155610850
Address
312 SUTTER STREET 608, SAN FRANCISCO, CA 94108

Signing Officer

Name
Conrad Amenta
Title
Executive Director
Phone
4155610850
Signed
2025-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Nau
Formed
1868
Legal Domicile
CA
Voting Board Members
27
Independent Board Members
27
Employees
5
Volunteers
27

Preparer

Firm
Cbiz Advisors LLC
Address
1 MONTGOMERY ST SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Wes Sito
Phone
4153974444
Raw XML AppendixShowing 400 of 597 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0SFMMS AIDS ITS MEMBERS WITH PRACTICE PROMOTION AND CAREER DEVELOPMENT THROUGH FREQUENT COMMUNITY EVENTS AND PHYSICIAN WELLNESS ACTIVITIES. AN ONLINE PHYSICIAN FINDER IS AVAILABLE FREE-OF CHARGE TO THE GENERAL PUBLIC.
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