Civic Intelligence

Monterey County Medical Society

EIN 94-1376243 • 501(c)6 • Santa Cruz, CA

Profile

Advocating for quality health care for all patients and serving the professional needs of its memebers.

1975 Soquel Drive Ste 215Santa Cruz, CA 95065

cruzmedfoundation.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.08x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

0.77x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

11th percentile

-53%

Higher net margin than 11% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

9.2%

Faster asset growth than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-64%

Faster revenue growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$359,612

Up $30,415 (+9.2%) from 2020

Liabilities

Up

$28,717

Up $14,611 (+104%) from 2020

Net Assets

Up

$332,169

Up $17,078 (+5.4%) from 2020

Operations
Liabilities / Revenue96th percentileNet Margin11th percentile

Revenue

Down

$37,242

Down $67,555 (-64%) from 2020

Expenses

Down

$56,983

Down $20,051 (-26%) from 2020

Net Income

Down

-$19,741

Down $47,504 (-171%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$600K$400K$200K$0-$200KAssets 2011: $240,769Liabilities 2011: $66,364Net Assets 2011: $174,4052011Assets 2012: $259,542Liabilities 2012: $107,136Net Assets 2012: $152,4062012Assets 2013: $269,612Liabilities 2013: $150,933Net Assets 2013: $118,6792013Assets 2014: $295,783Liabilities 2014: $207,183Net Assets 2014: $88,6002014Assets 2015: $307,785Liabilities 2015: $268,845Net Assets 2015: $38,9402015Assets 2016: $301,704Liabilities 2016: $327,613Net Assets 2016: -$25,9092016Assets 2017: $340,894Liabilities 2017: $413,853Net Assets 2017: -$72,9592017Assets 2018: $315,208Liabilities 2018: $42,917Net Assets 2018: $272,2912018Assets 2019: $313,940Liabilities 2019: $17,695Net Assets 2019: $296,2452019Assets 2020: $329,197Liabilities 2020: $14,106Net Assets 2020: $315,0912020Assets 2021: $359,612Liabilities 2021: $28,717Net Assets 2021: $332,1692021

Highlighted filing

2021

Assets$359,612
Liabilities$28,717
Net Assets$332,169
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $143,462Expenses 2011: $170,405Net Income 2011: -$26,9432011Revenue 2012: $114,896Expenses 2012: $176,494Net Income 2012: -$61,5982012Revenue 2013: $117,050Expenses 2013: $165,438Net Income 2013: -$48,3882013Revenue 2014: $59,466Expenses 2014: $111,420Net Income 2014: -$51,9542014Revenue 2015: $69,994Expenses 2015: $110,799Net Income 2015: -$40,8052015Revenue 2016: $79,629Expenses 2016: $116,561Net Income 2016: -$36,9322016Revenue 2017: $50,863Expenses 2017: $119,340Net Income 2017: -$68,4772017Revenue 2018: $260,419Expenses 2018: $75,970Net Income 2018: $184,4492018Revenue 2019: $100,848Expenses 2019: $71,581Net Income 2019: $29,2672019Revenue 2020: $104,797Expenses 2020: $77,034Net Income 2020: $27,7632020Revenue 2021: $37,242Expenses 2021: $56,983Net Income 2021: -$19,7412021

Highlighted filing

2021

Revenue$37,242
Expenses$56,983
Net Income-$19,741
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,612
Liabilities
$28,717
Net assets
$332,169
Revenue
$37,242
Expenses
$56,983
Net income
-$19,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.29$3.32$0.37$0.57$0.20
2020Summary only. Only limited summary data is available for this year.$3.29$0.14$3.15$1.05$0.77$0.28
2019Summary only. Only limited summary data is available for this year.$3.14$0.18$2.96$1.01$0.72$0.29
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.43$2.72$2.60$0.76$1.84
2017Detailed filing. Detailed filing data is available for this year.$3.41$4.14$0.73$0.51$1.19$0.68
2016Detailed filing. Detailed filing data is available for this year.$3.02$3.28$0.26$0.80$1.17$0.37
2015Detailed filing. Detailed filing data is available for this year.$3.08$2.69$0.39$0.70$1.11$0.41
2014Summary only. Only limited summary data is available for this year.$2.96$2.07$0.89$0.59$1.11$0.52
2013Summary only. Only limited summary data is available for this year.$2.70$1.51$1.19$1.17$1.65$0.48
2012Summary only. Only limited summary data is available for this year.$2.60$1.07$1.52$1.15$1.76$0.62
2011Summary only. Only limited summary data is available for this year.$2.41$0.66$1.74$1.43$1.70$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 17, 2023
Return Version
2021v4.2
Gross Receipts
$37,242
Mission and Program Overview

Mission

To promote the art and science of medicine in the Monterey County.

Advocating for quality health care for all patients and serving the professional needs of its memebers.

Program Services

DescriptionGrantsExpenses
WORKED TO IMMPROVE AND ADVOCATE FOR THE HEALTH OF THE COMMUNITY AND WEL-BEING OF PHYSICIANS. ALL COSTS WERE INCURRED IN CONJUNCTION WITH THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN HARRISON MDPresident-$0--
ALFRED SADLER MDSecretary-$0--
JAMES HLAVACEK MDTreasurer-$0--
LUPE ARREOLA MDResident Director-$0--
MAXIMILIANO CUEVAS MDImmedite Past Presid-$0--
ALEJANDRO CENTURION MDDirector-$0--
CATHERINE FOREST MDDirector-$0--
GARY SANTIAGO GARCIA MDDirector-$0--
ERIKA ROMERO GUTIERREZ MDResident Director-$0--
WILLIAM KHIEUMDDirector-$0--
WALTER MILLS MDDirector-$0--
ELOY ROMERO MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Monterey County Medical Society
EIN
94-1376243
Phone
8313348484
Address
1975 SOQUEL DRIVE STE 215, SANTA CRUZ, CA 95065

Signing Officer

Name
Donna Odryna
Title
CEO
Phone
8313348484
Signed
2023-07-17
Discuss with paid preparer
No

Preparer

Firm
Block Advisors
Address
1475 41ST AVE STE B, CAPITOLA, CA 95010
Preparer
Diana Jones
Phone
8314621685
Supplemental Narrative

Additional Explanations

Part 1

“Line 8 admin fees income 3681”

Part 11

“Line 26 deferred income-dues 11235”

Part 11

“Line 26 loan repayment 17482”

Part 1

“Line 8 commission on dues 1440”

Raw XML Appendix137 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DONNA ODRYNA
IRS990EZ/BooksInCareOfDetail/PhoneNum08313348484
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01975 SOQUEL DRIVE SUITE 215
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Cruz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0376361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0359612
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19741
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt051442
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0376480
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0359612
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt037242
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032121
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0351910
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0332169
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0351910
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0330895
IRS990EZ/OccupancyRentUtltsAndMaintAmt04962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN HARRISON MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALFRED SADLER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES HLAVACEK MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LUPE ARREOLA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAXIMILIANO CUEVAS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALEJANDRO CENTURION MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CATHERINE FOREST MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GARY SANTIAGO GARCIA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIKA ROMERO GUTIERREZ MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WILLIAM KHIEUMD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10WALTER MILLS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ELOY ROMERO MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RESIDENT DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDITE PAST PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8RESIDENT DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0119
IRS990EZ/OtherRevenueTotalAmt05121
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCATING FOR QUALITY HEALTH CARE FOR ALL PATIENTS AND SERVING THE PROFESSIONAL NEEDS OF ITS MEMEBERS.
IRS990EZ/PrintingPublicationsPostageAmt0579
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WORKED TO IMMPROVE AND ADVOCATE FOR THE HEALTH OF THE COMMUNITY AND WEL-BEING OF PHYSICIANS. ALL COSTS WERE INCURRED IN CONJUNCTION WITH THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt024570
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt028717
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056983
IRS990EZ/TotalRevenueAmt037242
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0CRUZMEDFOUNDATION.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 8 ADMIN FEES INCOME 3681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 26 DEFERRED INCOME-DUES 11235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 26 LOAN REPAYMENT 17482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 8 COMMISSION ON DUES 1440
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA ODRYNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08313348484
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY COUNTY MEDICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0941376243
ReturnHeader/Filer/PhoneNum08313348484
ReturnHeader/Filer/USAddress/AddressLine1Txt01975 SOQUEL DRIVE STE 215
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095065
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 41ST AVE STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAPITOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095010
ReturnHeader/PreparerPersonGrp/PhoneNum08314621685
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana Jones
ReturnHeader/ReturnTs02023-10-25T23:43:01Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ODRYNA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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