NORTHERN BERKSHIRE MEDICAL PC (EIN 814023607) - 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

2016

Legal Domicile

Principal Officer

CARL DOBSON

Phone

4134584452

Tax Period

2023-10-01 to 2024-09-30

NORTHERN BERKSHIRE MEDICAL PC, founded in 2016, is a small nonprofit in the Health Care sector that reported $764K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 86% operating deficit.

Mission

NORTHERN BERKSHIRE MEDICAL PC OPERATES AN ORTHOPEDIC OFFICE IN WILLIAMSTOWN, MA.

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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 $0

Program Service Revenue $763,534

Investment Income $21

Other Revenue $0

TOTAL REVENUE $763,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $350,294

Fundraising Expenses $0

Program Expenses $1,258,870

Other Expenses $1,073,500

TOTAL EXPENSES $1,423,794

Year-over-Year Comparison

	2023	2022	Change
Revenue	$763,555	$813,444	-0.1%
Expenses	$1,423,794	$1,215,677	+0.2%
Net Income	$-660,239	$-402,233	+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

N/A

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

$612,527

Total Directors

$515,313

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL DOBSON	PRESIDENT	1.00	Officer Director	$0	$59,766	$515,313
ROBERT LABA	CFO/TREASURER	1.00	Officer	$0	$101	$97,214
STEPHEN D MAJETICH	FORMER OFFICER	1.00		$0	$18,870	$563,960

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	$763,555	$1,423,794	$428,121	$-660,239
2023	$813,444	$1,215,677	$491,201	$-402,233
2022	$797,068	$1,244,282	$620,552	$-447,214
2021	$701,041	$1,045,776	$682,225	$-344,735
2020	$551,300	$932,503	$478,529	$-381,203
2019	$847,592	$1,275,986	$603,537	$-428,394
2018	$988,143	$1,246,950	$751,238	$-258,807

NORTHERN BERKSHIRE MEDICAL PC