Medical Society Of The County Of Monroe (EIN 160755798) - 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

1960

Legal Domicile

Principal Officer

Lucia Castillejo

Phone

5854734072

Tax Period

2024-01-01 to 2024-12-31

Medical Society Of The County Of Monroe, founded in 1960, is a small nonprofit that reported $444K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $549K exceeded revenue, resulting in a 23% operating deficit.

Mission

The members of the Society unite to consider and act upon matters affecting the practice of medicine, extend medical knowledge and enlighten the public in the best interests of the health of the people of the county of Monroe.

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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 $228,156

Program Service Revenue $180,226

Investment Income $25,859

Other Revenue $10,059

TOTAL REVENUE $444,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $316,105

Fundraising Expenses $0

Program Expenses $548,514

Other Expenses $232,409

TOTAL EXPENSES $548,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$444,300	$529,869	-0.2%
Expenses	$548,514	$595,055	-0.1%
Net Income	$-104,214	$-65,186	+0.6%

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

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janine Fogarty	President	1.00	Officer Director	$0	$0	$0
Scott Hartman MD	President-Elect	1.00	Officer Director	$0	$0	$0
Hemant Kalia MD	Immediate Past-President	1.00	Officer Director	$0	$0	$0
Timothy J Holahan MD	Treasurer	1.00	Officer Director	$0	$0	$0
Sahar Elezabi	Secretary	1.00	Officer Director	$0	$0	$0
Mark Adams	Member at Large	1.00	Director	$0	$0	$0
Michael Apostolakos MD	Member at Large	1.00	Director	$0	$0	$0
Dennis Asselin MD	Member at Large	1.00	Director	$0	$0	$0
Susan Danahy MD	Member at Large	1.00	Director	$0	$0	$0
Surinder Devgun MD	Member at Large	1.00	Director	$0	$0	$0
Mathew Devine DO	Member at Large	1.00	Director	$0	$0	$0
Anupama Dinesh MD	Member at Large	1.00	Director	$0	$0	$0
Catherine Goodfellow	Member at Large	1.00	Director	$0	$0	$0
Arthur Hengerer MD	Member at Large	1.00	Director	$0	$0	$0
Jane Bennett MD	Member at Large	1.00	Director	$0	$0	$0
Kristen Walker	Member at Large	1.00	Director	$0	$0	$0
Tarun Kothari MD	Member at Large	1.00	Director	$0	$0	$0
Manuel Matos MD	Member at Large	1.00	Director	$0	$0	$0
Robert Mayo MD	Member at Large	1.00	Director	$0	$0	$0
John Mclintyre	Member at Large	1.00	Director	$0	$0	$0
Ruth Odoi MD	Member at Large	1.00	Director	$0	$0	$0
Baath Prajot MD	Member at Large	1.00	Director	$0	$0	$0
Michael Privitera MD	Member at Large	1.00	Director	$0	$0	$0
Lisa Smith MD	Member at Large	1.00	Director	$0	$0	$0
Derek tenHoopen MD	Member at Large	1.00	Director	$0	$0	$0
Elise van der Jagt MD	Member at Large	1.00	Director	$0	$0	$0
Matthew Witmer MD	Member at Large	1.00	Director	$0	$0	$0
Rachel Wojtovich MD	Member at Large	1.00	Director	$0	$0	$0
Balazs Zsenits MD	Member at Large	1.00	Director	$0	$0	$0
Lucia Casitllejo	Executive Director	40.00	Highest	$138,550	$0	$138,550

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
2024	$444,300	$548,514	$1,112,548	$-104,214
2023	$529,869	$595,055	$1,160,016	$-65,186
2021	$869,906	$565,684	$1,442,108	$304,222
2020	$604,685	$642,772	$1,239,324	$-38,087
2019	$921,543	$836,788	$1,196,789	$84,755
2018	$847,268	$841,670	$1,168,334	$5,598

Medical Society Of The County Of Monroe