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Nonprofiteer
← SAN DIEGO COUNTY MEDICAL SOCIETY FOUNDATION

Form 990 for tax year 2023

Filed by SAN DIEGO COUNTY MEDICAL SOCIETY FOUNDATION.

Totals

Total revenue
$4,352,773
Total expenses
$4,581,892
Contributions and grants received
$705,738
Grants paid
$0
Program service revenue
$3,680,966
Investment income
$22,041
Other revenue
-$55,972
Total assets, end of year
$2,470,640
Total liabilities, end of year
$237,469
Net assets or fund balances, end of year
$2,233,171
Program services expenses (Part IX)
$4,193,210
Management and general expenses
$289,111
Fundraising expenses
$99,571
Program service expenses (Part III)
$4,193,210

Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $176,337

  • 1d · Related organizations

    $4,375

  • 1f · All other contributions, gifts and grants

    $525,026

  • 2a · Program service revenue: CONTRACT REVENUE

    total $3,680,966 · related or exempt $3,680,966

  • 3 · Investment income

    total $22,041 · excluded $22,041

  • 6a · Gross rents

    real property $6,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $6,000

  • 6d · Net rental income or loss

    total $6,000 · excluded $6,000

  • 8a · Fundraising events: gross income

    $66,190

  • 8a · Fundraising events: contributions included on line 1c

    $176,337

  • 8b · Fundraising events: direct expenses

    $128,162

  • 8c · Net income from fundraising events

    total -$61,972 · excluded -$61,972

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $182,646 · program services $153,820 · management and general $28,826

  • 7 · Other salaries and wages

    total $467,683 · program services $393,871 · management and general $73,812

  • 9 · Other employee benefits

    total $70,068 · program services $59,009 · management and general $11,059

  • 10 · Payroll taxes

    total $56,001 · program services $47,163 · management and general $8,838

  • 11c · Fees: accounting

    total $53,350 · program services $31,750 · management and general $21,600

  • 12 · Advertising and promotion

    total $35,244 · program services $1,480 · management and general $33,764

  • 13 · Office expenses

    total $30,573 · program services $18,488 · management and general $12,085

  • 14 · Information technology

    total $27,161 · program services $22,610 · management and general $4,551

  • 16 · Occupancy

    total $59,183 · program services $12,915 · management and general $46,268

  • 17 · Travel

    total $302,993 · program services $302,170 · management and general $823

  • 19 · Conferences, conventions and meetings

    total $272,111 · program services $265,949 · management and general $2,735 · fundraising $3,427

  • 22 · Depreciation, depletion and amortization

    total $16,174 · program services $16,174

  • 23 · Insurance

    total $43,079 · program services $40,405 · management and general $2,674

  • 24a · Other expenses: MEDICAL SUPPLIES AND SE

    total $2,798,233 · program services $2,798,233

  • 24b · Other expenses: OUTSIDE SERVICES

    total $110,734 · program services $9,000 · management and general $5,590 · fundraising $96,144

  • 24c · Other expenses: BAD DEBT

    total $31,975 · program services $750 · management and general $31,225

  • 24d · Other expenses: PAYROLL FEES

    total $20,450 · program services $17,222 · management and general $3,228

  • 24e · All other expenses

    total $4,234 · program services $2,201 · management and general $2,033

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,514,860 · end of year $1,347,306

  • 4 · Accounts receivable

    beginning of year $17,901 · end of year $725

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,084 · end of year $22,371

  • 10a · Land, buildings and equipment: cost or other basis

    $80,867

  • 10b · Land, buildings and equipment: accumulated depreciation

    $42,929

  • 10c · Land, buildings and equipment, net

    beginning of year $54,112 · end of year $37,938

  • 12 · Investments: other securities

    beginning of year $167,029 · end of year $415,992

  • 15 · Other assets

    beginning of year $727,228 · end of year $646,308

  • 17 · Accounts payable and accrued expenses

    beginning of year $53,161 · end of year $56,569

  • 19 · Deferred revenue

    beginning of year $16,849 · end of year $9,000

  • 25 · Other liabilities

    beginning of year $9,663 · end of year $171,900

  • 27 · Net assets without donor restrictions

    beginning of year $2,327,837 · end of year $1,982,364

  • 28 · Net assets with donor restrictions

    beginning of year $83,704 · end of year $250,807

Mission and programs · 2023

Mission

IMPROVE COMMUNITY HEALTH & WELLNESS, ACCESS TO CARE FOR ALL, AND SUPPORT FOR PHYSICIANS THROUGH ENGAGED VOLUNTEERISM.

Activities or mission (Part I)

TO IMPROVE COMMUNITY HEALTH AND WELLNESS, ACCESS TO CARE FOR ALL, AND SUPPORT FOR PHYSICIANS THROUGH ENGAGED VOLUNTEERISM.

  • THE FOUNDATION'S PROGRAM CONSISTS OF THE FOLLOWING THREE INITIATIVES:PROJECT ACCESS SAN DIEGOTHE FOUNDATION IS IN COLLABORATION WITH COMMUNITY HEALTH CENTERS THAT PROVIDE PRIMARY CARE TO THE NEEDIEST OF OUR COMMUNITY, AND WITH SPECIALTY CARE PHYSICIANS WHO WISH TO DONATE THEIR SERVICES, HELPING TO CONNECT UNINSURED, LOW-INCOME ADULTS WITH PRO BONO SPECIALTY CARE. THE FOUNDATION IS COMMITTED TO PLAYING AN ACTIVE ROLE IN SOLVING THIS COMMUNITY-WIDE PROBLEM.CONTRACT SERVICESTHE FOUNDATION PROVIDES SUPPORT FOR PHYSICIANS THROUGH TECHNICAL ASSISTANCE FOR THE ADOPTION OF ELECTRONIC HEALTH RECORDS.MEDICAL STUDENT SUPPORTBY EXPANDING THE ORIGINAL MISSION OF THE ORGANIZATION, THE FOUNDATION PROVIDES SCHOLARSHIPS TO MEDICAL STUDENTS AND NEW RESIDENTS SERVING IN SAN DIEGO COUNTY.

    Expenses $872,510 · Revenue $252,112

  • IMMUNIZE SAN DIEGO - IMMUNIZE SAN DIEGO ADDRESSES THE HEALTH NEEDS OF LOW INCOME, UNINSURED, AND UNDER IMMUNIZED POPULATIONS WITHIN SAN DIEGO COUNTY BY PROVIDING FREE COVID AND FLU VACCINES IN TANDEM, IN HEALTH EQUITY PRIORITY ZIP CODES. OUR PRIORITY LOCATIONS INCLUDE SKILLED NURSING FACILITIES, SENIOR AND LOW-INCOME HOUSING AND SERVICES CENTERS, K-18 SCHOOLS, FARMS, FAITH BASED ORGANIZATIONS, ETC.

    Expenses $3,161,535 · Revenue $3,403,509

  • SPEAKERS BUREAU - THE SPEAKER'S BUREAU FOCUSES ON IMPROVING THE HEALTH OF SAN DIEGO TO MAKE HEALTHY CHOICES TO SUPPORT THE LIVE WELL SAN DIEGO VISION. VOLUNTEER PHYSICIANS AND HEALTH PROFESSIONALS DELIVER HEALTH AND WELLNESS PRESENTATIONS TO A NETWORK OF COLLABORATIVE PARTNERS, WHICH INCLUDE FAITH-BASED ORGANIZATIONS, FQHCS, COMMUNITY ORGANIZATIONS, AND LOCAL BUSINESSES.

    Expenses $159,165 · Revenue $75,015

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steve Koh MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Preeti Mehta MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Maria Carriedo MD

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Paul Hegyi MBA

    CEO

    Total calculated
    $0
    Hours/week
    1

  • Adama Dyoniziak

    EXECUTIVE DIRECTOR

    Total calculated
    $171,834
    From this org
    $153,244
    From related orgs
    $0
    Other
    $18,590
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,244
    Bonus
    $0
    Other
    $0
    Deferred
    $8,619
    Nontaxable benefits
    $9,971
    Filer's total
    $171,834

  • Liliana Osorio

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kathy Hahn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carey Riccitelli

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hernan Goldsztein MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Eimaneh Mostafian MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Schultz MD MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Monique Knight

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer King Dnp RN Phn Cns

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nikolas London MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Linda Hill MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
10 June 2025
IRS schema version
2023v6.0
Source object
202541639349301809

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