MONTGOMERY COUNTY MEDICAL SOCIETY (EIN 230888250) - 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

1942

Legal Domicile

Principal Officer

JAY ROTHKOPF MD

Phone

8664422364

Tax Period

2023-01-01 to 2023-12-31

MONTGOMERY COUNTY MEDICAL SOCIETY, founded in 1942, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $133K exceeded revenue, resulting in a 95% operating deficit.

Mission

ENHANCE THE ROLE OF MEDICINE AND HEALTHCARE IN MONTGOMERY COUNTY, PENNSYLVANIA

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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 (2023)

Revenue Breakdown

Contributions & Grants $8,563

Program Service Revenue $87,883

Investment Income $-28,359

Other Revenue $0

TOTAL REVENUE $68,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $132,535

TOTAL EXPENSES $132,535

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,087	$161,846	-0.6%
Expenses	$132,535	$136,505	0.0%
Net Income	$-64,448	$25,341	-3.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY ROTHKOPF MD	CHAIR	0.50	Officer Director	$0	$0	$0
JOSEPH GRISAFI MD	PRESIDENT	0.50	Officer Director	$0	$0	$0
MARTIN TRICHTINGER MD	SECRETARY	0.50	Officer Director	$0	$0	$0
CHARLES CUTLER MD MACP	TREASURER	0.50	Officer Director	$0	$0	$0
MARK LOPATIN MD FACP FACR FCPP	IMMEDIATE PAST CHAIR	0.50	Officer Director	$0	$0	$0
JENNIFER LORINE DO	IMMEDIATE PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
SHERRY BLUMENTHAL MD	DIRECTOR	0.50	Director	$0	$0	$0
TECLA BRABAZON DO	DIRECTOR	0.50	Director	$0	$0	$0
JAMES GOODYEAR MD FACS	DIRECTOR	0.50	Director	$0	$0	$0
GEORGE GREEN MD	DIRECTOR	0.50	Director	$0	$0	$0
KATHERINE KIRKWOOD	DIRECTOR	0.50	Director	$0	$0	$0
WALTER KLEIN MD	DIRECTOR	0.50	Director	$0	$0	$0
PATRICIA MANGEL MD	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT MCNAMARA MD	DIRECTOR	0.50	Director	$0	$0	$0
ADESANMI OJO MD	DIRECTOR	0.50	Director	$0	$0	$0
MOROLAKE OJO MD	DIRECTOR	0.50	Director	$0	$0	$0
MARK PYFER MD FACS	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT SHAPIRO MD FACC	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN SHAPIRO DO	DIRECTOR	0.50	Director	$0	$0	$0
NEERAV SHETH MD	DIRECTOR	0.50	Director	$0	$0	$0
JAMES THOMAS MD	DIRECTOR	0.50	Director	$0	$0	$0
ASHLEY WILKERSON MD	DIRECTOR	0.50	Director	$0	$0	$0
THERESA BARRETT PHD CMP CAE	EXECUTIVE DIRECTOR (LUTINE)	10.00	Officer	$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
2024	No data	No data	No data	No data
2023	$68,087	$132,535	$1,768,691	$-64,448
2022	$161,846	$136,505	$1,600,875	$25,341
2021	$207,976	$121,483	$1,943,201	$86,493
2020	$175,203	$136,390	$1,801,885	$38,813
2019	$202,427	$157,171	$1,662,662	$45,256
2018	$171,790	$138,626	$1,449,755	$33,164

MONTGOMERY COUNTY MEDICAL SOCIETY