Civic Intelligence

Montgomery County Medical Society

EIN 23-0888250 • 501(c)6 • Trenton, NJ

Profile

The montgomery county medical society (mcms) represents and serves all physicians of montgomery county and their patients in order to preserve the doctor-patient relationship, maintain safe and quality care, advance the practice of medicine and enhance the role of medicine and healthcare within the community.

224 West State StreetTrenton, NJ 08608

montmedsoc.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.03x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.36x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

25%

Higher net margin than 88% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

147%

Faster revenue growth than 98% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,954,517

Up $185,826 (+11%) from 2023

Liabilities

Up

$60,670

Up $9,225 (+18%) from 2023

Net Assets

Up

$1,893,847

Up $176,601 (+10%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin88th percentile

Revenue

Up

$168,392

Up $100,305 (+147%) from 2023

Expenses

Down

$127,108

Down $5,427 (-4.1%) from 2023

Net Income

Up

$41,284

Up $105,732 (+164%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,316,518Liabilities 2011: $79,184Net Assets 2011: $1,237,3342011Assets 2012: $1,423,100Liabilities 2012: $77,742Net Assets 2012: $1,345,3582012Assets 2013: $1,577,755Liabilities 2013: $73,624Net Assets 2013: $1,504,1312013Assets 2014: $1,586,243Liabilities 2014: $75,677Net Assets 2014: $1,510,5662014Assets 2015: $1,477,783Liabilities 2015: $67,143Net Assets 2015: $1,410,6402015Assets 2016: $1,479,331Liabilities 2016: $71,123Net Assets 2016: $1,408,2082016Assets 2017: $1,558,025Liabilities 2017: $71,816Net Assets 2017: $1,486,2092017Assets 2018: $1,449,755Liabilities 2018: $79,416Net Assets 2018: $1,370,3392018Assets 2019: $1,662,662Liabilities 2019: $66,965Net Assets 2019: $1,595,6972019Assets 2020: $1,801,885Liabilities 2020: $66,382Net Assets 2020: $1,735,5032020Assets 2021: $1,943,201Liabilities 2021: $55,754Net Assets 2021: $1,887,4472021Assets 2022: $1,600,875Liabilities 2022: $63,782Net Assets 2022: $1,537,0932022Assets 2023: $1,768,691Liabilities 2023: $51,445Net Assets 2023: $1,717,2462023Assets 2024: $1,954,517Liabilities 2024: $60,670Net Assets 2024: $1,893,8472024

Highlighted filing

2024

Assets$1,954,517
Liabilities$60,670
Net Assets$1,893,847
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $227,068Expenses 2011: $162,109Net Income 2011: $64,9592011Revenue 2012: $189,351Expenses 2012: $178,157Net Income 2012: $11,1942012Revenue 2013: $321,286Expenses 2013: $162,513Net Income 2013: $158,7732013Revenue 2014: $195,275Expenses 2014: $166,675Net Income 2014: $28,6002014Revenue 2015: $209,261Expenses 2015: $180,326Net Income 2015: $28,9352015Revenue 2016: $139,122Expenses 2016: $191,281Net Income 2016: -$52,1592016Revenue 2017: $201,705Expenses 2017: $201,968Net Income 2017: -$2632017Revenue 2018: $171,790Expenses 2018: $138,626Net Income 2018: $33,1642018Revenue 2019: $202,427Expenses 2019: $157,171Net Income 2019: $45,2562019Revenue 2020: $175,203Expenses 2020: $136,390Net Income 2020: $38,8132020Revenue 2021: $207,976Expenses 2021: $121,483Net Income 2021: $86,4932021Revenue 2022: $161,846Expenses 2022: $136,505Net Income 2022: $25,3412022Revenue 2023: $68,087Expenses 2023: $132,535Net Income 2023: -$64,4482023Revenue 2024: $168,392Expenses 2024: $127,108Net Income 2024: $41,2842024

Highlighted filing

2024

Revenue$168,392
Expenses$127,108
Net Income$41,284
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,954,517
Liabilities
$60,670
Net assets
$1,893,847
Revenue
$168,392
Expenses
$127,108
Net income
$41,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.06$1.89$0.17$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.05$1.72$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.06$1.54$0.16$0.14$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.06$1.89$0.21$0.12$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.07$1.74$0.18$0.14$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.07$1.60$0.20$0.16$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.08$1.37$0.17$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.07$1.49$0.20$0.20$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.07$1.41$0.14$0.19$0.05
2015Summary only. Only limited summary data is available for this year.$1.48$0.07$1.41$0.21$0.18$0.03
2014Summary only. Only limited summary data is available for this year.$1.59$0.08$1.51$0.20$0.17$0.03
2013Summary only. Only limited summary data is available for this year.$1.58$0.07$1.50$0.32$0.16$0.16
2012Summary only. Only limited summary data is available for this year.$1.42$0.08$1.35$0.19$0.18$0.01
2011Summary only. Only limited summary data is available for this year.$1.32$0.08$1.24$0.23$0.16$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$577,679
Mission and Program Overview

Mission

The montgomery county medical society (mcms) represents and serves all physicians of montgomery county and their patients in order to preserve the doctor-patient relationship, maintain safe and quality care, advance the practice of medicine and enhance the role of medicine and healthcare within the community.

Enhance the role of medicine and healthcare in montgomery county, pennsylvania

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,707,009$1,917,002▲ $209,993
Cash and Non-Interest-Bearing Accounts$59,723$35,556▼ $24,167
Prepaid Expenses and Deferred Charges$1,959$1,959→ $0
Total Assets$1,768,691$1,954,517▲ $185,826
Liabilities
Deferred Revenue$43,928$55,761▲ $11,833
Accounts Payable and Accrued Expenses$7,517$4,909▼ $2,608
Total Liabilities$51,445$60,670▲ $9,225
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,717,246$1,893,847▲ $176,601
Total Net Assets Fund Balance$1,717,246$1,893,847▲ $176,601
Total Liabilities and Net Assets / Fund Balance$1,768,691$1,954,517▲ $185,826
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Jay Rothkopf MdChair
Joseph Grisafi MdImmediate Past President
Neerav Sheth MdPresident
Adesanmi Ojo MdDirector
Ashley Wilkerson MdDirector
James Thomas MdDirector
Jennifer Lorine DoDirector
Mark Lopatin Md Facp Facr FcppDirector
Mark Pyfer Md FacsDirector
Morolake Ojo MdDirector
Patricia Mangel MdDirector
Robert Mcnamara MdDirector
Scott Shapiro Md FaccDirector
Sherry Blumenthal MdDirector
Steven Shapiro DoDirector
Tecla Brabazon DoDirector
Walter Klein MdDirector
Theresa Barrett Phd Cmp CaeExecutive Director (lutine)
Martin Trichtinger MdSecretary
Charles Cutler Md MacpTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,386
Program Service Revenue
$72,572
Investment Income
$85,434
Other Revenue
$0
All Other Contributions
$10,386
Change in Net Assets
$41,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,885
Grants and Similar Amounts Paid$2,223
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$91,000
Conferences and Meetings---$15,730
Fees for Service Investment Mgmnt Fees---$10,759
Office Expenses---$2,895
Insurance---$2,514
All Other Expenses---$1,987
Grants to Domestic Orgs---$1,223
Grants to Domestic Individuals---$1,000
Total Functional Expenses$0$0$0$127,108
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Mcms directors adesanmi ojo and morolake ojo are married to one another.”

Form 990, Part VI, Section A, Line 3

“Mcms has contracted lutine management associates, llc (lutine) of trenton, nj to manage its operations. Lutine is a management company which manages all aspects of mcms in accordance with its bylaws and policies. Such operations may include, but are not limited to administration, membership, finance and accounting, conference and event management, education, marketing, and information technology.”

Form 990, Part VI, Section A, Line 6

“Mcms has the following classes of membership: active, associate, affiliate, honorary, and administrative. Active and affiliate members may vote and hold office as set forth in mcms' bylaws.”

Form 990, Part VI, Section A, Line 7A

“An annual slate of officers and directors is proposed by a nominating committee appointed by mcms' president. The slate is presented to mcms' members at its annual meeting at which time additional nominations may be made from the floor. Any contested elections are then determined by a majority vote of the active and affiliate members present at the annual meeting.”

Form 990, Part VI, Section B, Line 11B

“Mcms' form 990 is prepared by independent public accountant's and submitted to mcms' management company for initial review. The form is then submitted to mcms' board of directors for review and discussion prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Officers and directors annually sign a statement affirming they have received, understand, and agree to comply with mcms' conflicts of interest policy.”

Form 990, Part VI, Section C, Line 19

“Mcms makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montgomery County Medical Society
EIN
23-0888250
Phone
8664422364
Address
224 WEST STATE STREET, TRENTON, NJ 08608

Signing Officer

Name
Theresa Barrett
Title
Executive Director
Phone
8664422364
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Rothkopf Md
Formed
1942
Legal Domicile
Pa
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
50

Preparer

Firm
Selden Fox Ltd
Address
ONE PARKVIEW PLAZA SUITE 710, OAKBROOK TERRACE, IL 60181
Preparer
Robert G Wujek
Phone
6309541400
Raw XML AppendixShowing 400 of 406 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07517
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04909
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENHANCE THE ROLE OF MEDICINE AND HEALTHCARE IN MONTGOMERY COUNTY, PENNSYLVANIA
IRS990/AllOtherContributionsAmt010386
IRS990/AllOtherExpensesGrp/TotalAmt01987
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LUTINE MANAGEMENT ASSOCIATES
IRS990/BooksInCareOfDetail/PhoneNum06094987468
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0224 WEST STATE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0TRENTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008608
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt059723
IRS990/CashNonInterestBearingGrp/EOYAmt035556
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt015730
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010386
IRS990/CYGrantsAndSimilarPaidAmt02223
IRS990/CYInvestmentIncomeAmt085434
IRS990/CYOtherExpensesAmt0124885
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt072572
IRS990/CYRevenuesLessExpensesAmt041284
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0127108
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0168392
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt043928
IRS990/DeferredRevenueGrp/EOYAmt055761
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0MCMS PUBLISHES A QUARTERLY NEWS BRIEF TO KEEP MEMBERS INFORMED ON MATTERS CORE TO THEIR PRACTICE. IN ADDITION, MCMS SERVES AS A LIASON WITH OTHER HEALTH RELATED AGENCIES, ORGANIZATIONS, AND THE COMMUNITY ON MEDICAL-LEGAL AND OTHER HEALTH RELATED ISSUES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/TotalAmt091000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010759
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1910.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0JAY ROTHKOPF MD
IRS990/Form990PartVIISectionAGrp/PersonNm1NEERAV SHETH MD
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES CUTLER MD MACP
IRS990/Form990PartVIISectionAGrp/PersonNm3MARTIN TRICHTINGER MD
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH GRISAFI MD
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERRY BLUMENTHAL MD
IRS990/Form990PartVIISectionAGrp/PersonNm6TECLA BRABAZON DO
IRS990/Form990PartVIISectionAGrp/PersonNm7WALTER KLEIN MD
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK LOPATIN MD FACP FACR FCPP
IRS990/Form990PartVIISectionAGrp/PersonNm9JENNIFER LORINE DO
IRS990/Form990PartVIISectionAGrp/PersonNm10PATRICIA MANGEL MD
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT MCNAMARA MD
IRS990/Form990PartVIISectionAGrp/PersonNm12ADESANMI OJO MD
IRS990/Form990PartVIISectionAGrp/PersonNm13MOROLAKE OJO MD
IRS990/Form990PartVIISectionAGrp/PersonNm14MARK PYFER MD FACS
IRS990/Form990PartVIISectionAGrp/PersonNm15SCOTT SHAPIRO MD FACC
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVEN SHAPIRO DO
IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES THOMAS MD
IRS990/Form990PartVIISectionAGrp/PersonNm18ASHLEY WILKERSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm19THERESA BARRETT PHD CMP CAE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR (LUTINE)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01942
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0172
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01223
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0409459
IRS990/GrossReceiptsAmt0577679
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02514
IRS990/InvestmentIncomeGrp/ExclusionAmt085262
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt085262
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01707009
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01917002
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0409287
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MONTGOMERY COUNTY MEDICAL SOCIETY (MCMS) REPRESENTS AND SERVES ALL PHYSICIANS OF MONTGOMERY COUNTY AND THEIR PATIENTS IN ORDER TO PRESERVE THE DOCTOR-PATIENT RELATIONSHIP, MAINTAIN SAFE AND QUALITY CARE, ADVANCE THE PRACTICE OF MEDICINE AND ENHANCE THE ROLE OF MEDICINE AND HEALTHCARE WITHIN THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01717246
IRS990/NetAssetsOrFundBalancesEOYAmt01893847
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0172
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0172
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0135317
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01717246
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01893847
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt02895
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01959
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01959
IRS990/PrincipalOfficerNm0JAY ROTHKOPF MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt072092
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt072092
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08563
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-28359
IRS990/PYOtherExpensesAmt0132535
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt087883
IRS990/PYRevenuesLessExpensesAmt0-64448
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0132535
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt068087
IRS990/ReconcilationRevenueExpnssAmt041284
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MCMS DIRECTORS ADESANMI OJO AND MOROLAKE OJO ARE MARRIED TO ONE ANOTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MCMS HAS CONTRACTED LUTINE MANAGEMENT ASSOCIATES, LLC (LUTINE) OF TRENTON, NJ TO MANAGE ITS OPERATIONS. LUTINE IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF MCMS IN ACCORDANCE WITH ITS BYLAWS AND POLICIES. SUCH OPERATIONS MAY INCLUDE, BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONFERENCE AND EVENT MANAGEMENT, EDUCATION, MARKETING, AND INFORMATION TECHNOLOGY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MCMS HAS THE FOLLOWING CLASSES OF MEMBERSHIP: ACTIVE, ASSOCIATE, AFFILIATE, HONORARY, AND ADMINISTRATIVE. ACTIVE AND AFFILIATE MEMBERS MAY VOTE AND HOLD OFFICE AS SET FORTH IN MCMS' BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN ANNUAL SLATE OF OFFICERS AND DIRECTORS IS PROPOSED BY A NOMINATING COMMITTEE APPOINTED BY MCMS' PRESIDENT. THE SLATE IS PRESENTED TO MCMS' MEMBERS AT ITS ANNUAL MEETING AT WHICH TIME ADDITIONAL NOMINATIONS MAY BE MADE FROM THE FLOOR. ANY CONTESTED ELECTIONS ARE THEN DETERMINED BY A MAJORITY VOTE OF THE ACTIVE AND AFFILIATE MEMBERS PRESENT AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MCMS' FORM 990 IS PREPARED BY INDEPENDENT PUBLIC ACCOUNTANT'S AND SUBMITTED TO MCMS' MANAGEMENT COMPANY FOR INITIAL REVIEW. THE FORM IS THEN SUBMITTED TO MCMS' BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICERS AND DIRECTORS ANNUALLY SIGN A STATEMENT AFFIRMING THEY HAVE RECEIVED, UNDERSTAND, AND AGREE TO COMPLY WITH MCMS' CONFLICTS OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MCMS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01768691
IRS990/TotalAssetsEOYAmt01954517
IRS990/TotalAssetsGrp/BOYAmt01768691
IRS990/TotalAssetsGrp/EOYAmt01954517
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010386
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127108
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt051445
IRS990/TotalLiabilitiesEOYAmt060670
IRS990/TotalLiabilitiesGrp/BOYAmt051445
IRS990/TotalLiabilitiesGrp/EOYAmt060670
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01717246
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01893847
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0480
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0480
IRS990/TotalProgramServiceRevenueAmt072572
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt085434
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072572
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0168392
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01768691
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01954517
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0224 WEST STATE STREET
IRS990/USAddress/CityNm0TRENTON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008608
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0MONTMEDSOC.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08664422364
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY COUNTY MEDICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0230888250
ReturnHeader/Filer/PhoneNum08664422364
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 WEST STATE STREET
ReturnHeader/Filer/USAddress/CityNm0TRENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362985770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SELDEN FOX LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PARKVIEW PLAZA SUITE 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKBROOK TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060181
ReturnHeader/PreparerPersonGrp/PhoneNum06309541400

Document Assets

No mirrored PDF or thumbnail assets are attached yet.