MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY (EIN 237089741) - 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

1857

Legal Domicile

Principal Officer

DONNA M NORRIS MD

Phone

7814347809

Tax Period

2024-11-01 to 2025-10-31

MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY, founded in 1857, is a small nonprofit in the Health Care sector that reported $525K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $344K, a strong 66% operating margin.

Mission

MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY (THE "SOCIETY") IS A NOT-FOR-PROFIT ORGANIZATIONESTABLISHED IN MARCH 1857 TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF THE MEDICAL PROFESSION.

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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 $105,531

Program Service Revenue $0

Investment Income $419,174

Other Revenue $0

TOTAL REVENUE $524,705

Expense Breakdown

Grants Paid $124,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,176

Other Expenses $55,814

TOTAL EXPENSES $180,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$524,705	$412,957	+0.3%
Expenses	$180,514	$161,708	+0.1%
Net Income	$344,191	$251,249	+0.4%

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

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
RONALD W DUNLAP MD	TRUSTEE	1.00	Director	$0	$0	$0
MARILYN PRICE MD	TRUSTEE	1.00	Director	$0	$0	$0
DEAN NICASTRO ESQ	TRUSTEE	1.00	Director	$0	$0	$0
MATT HITRON MD	TRUSTEE	1.00	Director	$0	$0	$0
M DONNA YOUNGER MD	TRUSTEE	1.00	Director	$0	$0	$0
MARCIA FRANKLIN MD	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN F BORUS MD	TRUSTEE	1.00	Director	$0	$0	$0
MARK A ROCKOFF MD	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
AMY E VINSON MD	TREASURER	1.00	Officer Director	$0	$0	$0
DENNIS DIMITRI MD	TRUSTEE	1.00	Director	$0	$0	$0
DONNA M NORRIS MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIA ALI-AHMAD MD	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA I IEZZONI MD	TRUSTEE	1.00	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	$524,705	$180,514	$8,839,705	$344,191
2024	$412,957	$161,708	$7,948,630	$251,249
2023	$316,751	$180,080	$6,589,470	$136,671
2022	$339,855	$191,853	$6,351,421	$148,002
2021	$414,538	$117,881	$7,483,754	$296,657
2020	$194,444	$204,339	$6,113,423	$-9,895

MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY