MIDDLESEX DISTRICT MEDICAL SOCIETY (EIN 042740193) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

OLIVIA LIAO MD

Phone

7812452178

Tax Period

2024-07-01 to 2025-06-30

MIDDLESEX DISTRICT MEDICAL SOCIETY, founded in 1982, is a micro nonprofit that reported $82K in total revenue in fiscal year 2024. The organization ran a surplus of $24K, a strong 29% operating margin.

Mission

TO CONDUCT EDUCATIONAL SEMINARS, CONTINUING MEDICAL EDUCATION AND PROFESSIONAL DINNERS AND MEETINGS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $58,978

Investment Income $22,003

Other Revenue $960

TOTAL REVENUE $81,941

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $12,000

Fundraising Expenses $0

Program Expenses $42,174

Other Expenses $42,873

TOTAL EXPENSES $57,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$81,941	$78,519	+0.0%
Expenses	$57,873	$59,765	0.0%
Net Income	$24,068	$18,754	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OLIVIA LIAO MD	SECRETARY & TREASURER	1.50	Officer Director	$12,000	$0	$12,000
NEIL DATTA MD	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
MONICA J WOOD MD	PRESIDENT	0.50	Officer Director	$0	$0	$0
GRAYSON ARMSTRONG MD	IMMEDIATE PAST PRESIDENT	0.33	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$81,941	$57,873	$620,016	$24,068
2024	$78,519	$59,765	$593,269	$18,754
2023	$68,548	$34,581	$571,028	$33,967
2022	$68,246	$24,503	$534,950	$43,743

MIDDLESEX DISTRICT MEDICAL SOCIETY