OAKLAND COUNTY MEDICAL SOCIETY (EIN 381472961) - 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

1906

Legal Domicile

Principal Officer

KAROL ZAKALIK MD

Phone

2487927062

Tax Period

2024-10-01 to 2025-09-30

OAKLAND COUNTY MEDICAL SOCIETY, founded in 1906, is a small nonprofit that reported $310K in total revenue in fiscal year 2024. The organization ran a surplus of $136K, a strong 44% operating margin.

Mission

THE OAKLAND COUNTY MEDICAL SOCIETY'S MISSION IS TO GROW OAKLAND COUNTY'S COMMUNITY OF ACTIVELY INVOLVED PHYSICIANS SERVED BY AN ORGANIZATION POSITIVELY IMPACTING THEIR WORK ENVIRONMENT TO IMPROVE THE PRACTICE OF MEDICINE. THE SOCIETY ADVOCATES FOR, INFORMS AND EMPOWERS PHYSICIANS SO THEY CAN FOCUS ON PROVIDING THE BEST QUALITY PATIENT CARE NOW AND IN THE FUTURE.

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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 $200

Program Service Revenue $144,247

Investment Income $165,277

Other Revenue $0

TOTAL REVENUE $309,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,284

Fundraising Expenses $0

Program Expenses $121,853

Other Expenses $74,877

TOTAL EXPENSES $174,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,724	$289,735	+0.1%
Expenses	$174,161	$216,644	-0.2%
Net Income	$135,563	$73,091	+0.9%

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

100

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

$86,417

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROMY SHUBITOWSKI	EXECUTIVE DI	40.00	Officer	$86,417	$0	$86,417
ANNA DILORENZO MD	DIRECTOR	1.00	Director	$0	$0	$0
ASHA SHAJAHAN MD	DIRECTOR	1.00	Director	$0	$0	$0
ASHOK GUPTA MD	TREASURER	1.00	Officer Director	$0	$0	$0
BRYANNE STANDIFER-BARRETT MD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER MILBACK MD	DIRECTOR	1.00	Director	$0	$0	$0
DONALD R PEVEN MD	DIRECTOR	1.00	Director	$0	$0	$0
GARY SARAFA MD	IMMED PAST P	1.00	Director	$0	$0	$0
JOSEPH SKONEY MD	SECRETARY	1.00	Officer Director	$0	$0	$0
KAROL ZAKALIK MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
MANVEEN SALUJA MD	DIRECTOR	1.00	Director	$0	$0	$0
NIKHIL HEMADY MD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BOZYK MD	DIRECTOR	1.00	Director	$0	$0	$0
PETER WATSON MD	DIRECTOR	1.00	Director	$0	$0	$0
RUBIN GAPPY MD	DIRECTOR	1.00	Director	$0	$0	$0
SHARON GEIMER MD	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CLEMENS MD	DIRECTOR	1.00	Director	$0	$0	$0
VASHALI BHARGAVA MD	DIRECTOR	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	$309,724	$174,161	$2,748,023	$135,563
2024	$289,735	$216,644	$2,451,757	$73,091
2023	$214,247	$201,457	$1,992,234	$12,790
2022	$256,112	$196,789	$1,814,139	$59,323
2021	$311,973	$259,315	$2,322,185	$52,658
2020	$307,808	$274,605	$2,042,227	$33,203
2019	$410,260	$242,503	$1,850,463	$167,757

OAKLAND COUNTY MEDICAL SOCIETY