Civic Intelligence

San Diego County Medical Society

EIN 95-1436927 • 501(c)6 • San Diego, CA

View Organization Page

Profile

The organization's mission is to represent and serve all physicians and their patients in order to preserve quality care and enhance the role of medicine in society. The organization provides services to its members, the medical community and the public in san diego county. The organization derives its revenue from annual membership dues, rental income of office space, administrative fees, advertising and sales associated with the publication of the monthly san diego physician magazine.

8690 Aero Drive Suite 115-220San Diego, CA 92123

www.sdcms.org

Siviq Scores

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

Liabilities / Assets

41st percentile

0.10x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.37x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

55th percentile

6.1%

Higher net margin than 55% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$318,972

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-1.3%

Faster revenue growth than 29% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$4,947,969

Up $571,546 (+13%) from 2023

Liabilities

Up

$475,924

Up $135,770 (+40%) from 2023

Net Assets

Up

$4,472,045

Up $435,776 (+11%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin55th percentile

Revenue

Down

$1,281,058

Down $16,804 (-1.3%) from 2023

Expenses

Up

$1,203,070

Up $152,966 (+15%) from 2023

Net Income

Down

$77,988

Down $169,770 (-69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,055,630Liabilities 2010: $376,167Net Assets 2010: $4,679,4632010Assets 2011: $4,501,012Liabilities 2011: $325,037Net Assets 2011: $4,175,9752011Assets 2012: $4,672,041Liabilities 2012: $335,090Net Assets 2012: $4,336,9512012Assets 2013: $4,312,385Liabilities 2013: $394,210Net Assets 2013: $3,918,1752013Assets 2014: $4,224,631Liabilities 2014: $334,840Net Assets 2014: $3,889,7912014Assets 2015: $3,967,209Liabilities 2015: $389,110Net Assets 2015: $3,578,0992015Assets 2016: $4,083,430Liabilities 2016: $649,016Net Assets 2016: $3,434,4142016Assets 2017: $3,881,410Liabilities 2017: $599,844Net Assets 2017: $3,281,5662017Assets 2018: $3,352,485Liabilities 2018: $456,057Net Assets 2018: $2,896,4282018Assets 2019: $3,996,754Liabilities 2019: $767,026Net Assets 2019: $3,229,7282019Assets 2020: $4,455,536Liabilities 2020: $1,006,662Net Assets 2020: $3,448,8742020Assets 2021: $4,875,965Liabilities 2021: $705,318Net Assets 2021: $4,170,6472021Assets 2022: $4,167,077Liabilities 2022: $582,898Net Assets 2022: $3,584,1792022Assets 2023: $4,376,423Liabilities 2023: $340,154Net Assets 2023: $4,036,2692023Assets 2024: $4,947,969Liabilities 2024: $475,924Net Assets 2024: $4,472,0452024

Highlighted filing

2024

Assets$4,947,969
Liabilities$475,924
Net Assets$4,472,045
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,562,7562010Expenses 2011: $1,616,6282011Expenses 2012: $1,673,2202012Expenses 2013: $1,521,5812013Revenue 2014: $1,291,634Expenses 2014: $1,555,834Net Income 2014: -$264,2002014Revenue 2015: $1,254,740Expenses 2015: $1,518,541Net Income 2015: -$263,8012015Revenue 2016: $1,252,136Expenses 2016: $1,434,608Net Income 2016: -$182,4722016Revenue 2017: $1,212,245Expenses 2017: $1,407,322Net Income 2017: -$195,0772017Revenue 2018: $1,208,070Expenses 2018: $1,351,601Net Income 2018: -$143,5312018Revenue 2019: $1,070,618Expenses 2019: $1,253,774Net Income 2019: -$183,1562019Revenue 2020: $1,114,172Expenses 2020: $1,277,629Net Income 2020: -$163,4572020Revenue 2021: $1,241,960Expenses 2021: $1,115,080Net Income 2021: $126,8802021Revenue 2022: $1,112,149Expenses 2022: $1,085,107Net Income 2022: $27,0422022Revenue 2023: $1,297,862Expenses 2023: $1,050,104Net Income 2023: $247,7582023Revenue 2024: $1,281,058Expenses 2024: $1,203,070Net Income 2024: $77,9882024

Highlighted filing

2024

Revenue$1,281,058
Expenses$1,203,070
Net Income$77,988
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,947,969
Liabilities
$475,924
Net assets
$4,472,045
Revenue
$1,281,058
Expenses
$1,203,070
Net income
$77,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.48$4.47$1.28$1.20$0.08
2023Summary only. Only limited summary data is available for this year.$4.38$0.34$4.04$1.30$1.05$0.25
2022Summary only. Only limited summary data is available for this year.$4.17$0.58$3.58$1.11$1.09$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.71$4.17$1.24$1.12$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$1.01$3.45$1.11$1.28$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.77$3.23$1.07$1.25$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.46$2.90$1.21$1.35$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.60$3.28$1.21$1.41$0.20
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.65$3.43$1.25$1.43$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.97$0.39$3.58$1.25$1.52$0.26
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.33$3.89$1.29$1.56$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.39$3.92$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.34$4.34$1.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.33$4.18$1.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.38$4.68$1.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$1,281,058
Mission and Program Overview

Mission

The organization's mission is to represent and serve all physicians and their patients in order to preserve quality care and enhance the role of medicine in society. The organization provides services to its members, the medical community and the public in san diego county. The organization derives its revenue from annual membership dues, rental income of office space, administrative fees, advertising and sales associated with the publication of the monthly san diego physician magazine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,085,946$4,571,106▲ $485,160
Cash and Non-Interest-Bearing Accounts$245,153$294,916▲ $49,763
Prepaid Expenses and Deferred Charges$21,254$63,164▲ $41,910
Accounts Receivable$16,075$14,136▼ $1,939
Land, Buildings, and Equipment, Net$7,995$4,647▼ $3,348
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,376,423$4,947,969▲ $571,546
Other Assets Total-$0-
Liabilities
Deferred Revenue$270,429$381,348▲ $110,919
Accounts Payable and Accrued Expenses$49,517$73,009▲ $23,492
Other Liabilities$20,208$21,567▲ $1,359
Total Liabilities$340,154$475,924▲ $135,770
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,036,269$4,472,045▲ $435,776
Total Net Assets Fund Balance$4,036,269$4,472,045▲ $435,776
Total Liabilities and Net Assets / Fund Balance$4,376,423$4,947,969▲ $571,546

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,307$48,281$52,588
Leasehold Improvements$340$1,360$1,700
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul HegyiCEOFT$290,532$28,440$318,972
Jennipher OhmstedeDirector of GovernFT$124,129$18,441$142,570
Brandon EthridgeDirector Fin & MemshipFT$107,950$12,358$120,308
Nicholas John YphantidesImmed Past Pres-$10,000-$10,000
Steve Sang-hyun KohPresident-$10,000-$10,000

Board Members and Trustees

NameTitle
Robert Eugene WailesComm Chair
Preeti MehtaPresident Elect
Alejandra PostlethwaiteAt-Large Director
Alexander Knut QuickAt-Large Director
Daniel David KlaristenfeldAt-Large Director
Irineo D TiangcoAt-Large Director
Karl E SteinbergAt-Large Director
Kelly Christine MotadelAt-Large Director
Miranda Rose SonnebornAt-Large Director
Rakesh Rajnikant PatelAt-Large Director
Sergio R FloresCMA Trustee
Timothy Alan MurphyCMA Trustee
Anthony Edmund MagitGeographic Director
Arlene Joan MoralesGeographic Director
Catherine Akiko UchinoGeographic Director
Christopher Mark BergeronGeographic Director
David Ej BazzoGeographic Director
Dustin Harris WailesGeographic Director
Kyle Palmer EdmondsGeographic Director
Latisa CarsonGeographic Director
Nina ChayaGeographic Director
Paul James ManosGeographic Director
Rachel Buehler Van HollebekeGeographic Director
Stephen Russell HaydenGeographic Director
Toluwalase Ayodele AjayiGeographic Director
Mitsuo TomitaRetired Director
Emily Anne NaglerYps Director
Bing Shih PaoAma Alternate
William T-c TsengAma Alternate
Albert RayAma Delegate
Holly Beke YangAma Delegate
Mihir Yogesh ParikhAma Delegate
Robert Ernest HertzkaAma Delegate
Theodore M MazerAma Delegate
James Thomas HayCMA Past Pres
Ralph R OcampoCMA Past Pres.
Eric Lei Rafla-yuanDelegate
Kosala SamarasingheDelegate
Mark William SornsonDelegate
Patrick Anthony TellezDelegate
Quinn Kerr LippmannDelegate
Ran RegevDelegate
Randall Jason YoungDelegate
Steven Li-wen ChenDelegate
Vikant GulatiDelegate
Wynnshang Chen SunDelegate
James Santiago GrisoliaEditor
Maria Teresa Carriedo-ceniceroSecretary
Karrar AliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,094,335
Investment Income
$127,372
Other Revenue
$59,351
Change in Net Assets
$77,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$726,559
Other Expenses$401,511
Grants and Similar Amounts Paid$75,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$275,178$63,794-$338,972
Other Salaries and Wages$266,807$14,204-$281,011
Grants to Domestic Orgs$75,000--$75,000
Travel$70,574$872-$71,446
Other Employee Benefits$56,399$10,117-$66,516
Insurance$20,470$21,666-$42,136
Payroll Taxes$33,967$6,093-$40,060
All Other Expenses$12,292$26,415-$38,707
Other Expenses$21,925$1,088-$23,013
Information Technology$4,637$16,062-$20,699
Occupancy$6,237$63-$6,300
Fees for Services Legal-$3,705-$3,705
Depreciation Depletion-$3,348-$3,348
Fees for Services Accounting-$1,715-$1,715
Office Expenses-$346-$346
Total Functional Expenses$1,032,823$170,247$0$1,203,070
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Medical AssocSacramento, CA501(c)(6)Education Fund$70,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Others$21,567
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“The draft form 990 is reviewed by the board of directors.”

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

“In case of a conflict of issue, the board would review the situation. There have been no known instances of interest for the year ended december 31, 2023.”

Form 990, Part VI, Section B, Line 15A

“When the CEO's contract is up for renewal, a sub-committee of the board of directors convenes and does research on medical society CEOs salaries and proposes any changes to the CEO's salary for the next contract negotiations.”

Form 990, Part VI, Section C, Line 19

“The organization will provide the governing documents, policies and financial statements to any person who requests this information in writing. This information can be obtained in the form of pdf documents.”

Filing and Contact Details

Filer

Filer Name
San Diego County Medical Society
EIN
95-1436927
Phone
8585658888
Address
8690 AERO DRIVE SUITE 115-220, SAN DIEGO, CA 92123

Signing Officer

Name
Paul Hegyi
Title
CEO
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Hegyi
Formed
1870
Legal Domicile
CA
Voting Board Members
38
Independent Board Members
36
Employees
4
Volunteers
13

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
Preparer
Jill Branch
Phone
6192947200
Raw XML AppendixShowing 400 of 838 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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