Civic Intelligence

Monroe Owen County Medical Society

EIN 31-1111828 • 501(c)6 • Bloomington, IN

Profile

MEDICAL SOCIETY

PO Box 3211Bloomington, IN 47402-3211

www.mocms.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

44th percentile

-2.1%

Higher net margin than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$28,694

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 46.3% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-1.8%

Faster asset growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-2.1%

Faster revenue growth than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$79,163

Down $1,421 (-1.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$79,163

Down $1,310 (-1.6%) from 2023

Revenue

Down

$61,931

Down $1,309 (-2.1%) from 2023

Expenses

Up

$63,241

Up $8,297 (+15%) from 2023

Net Income

Down

-$1,310

Down $9,606 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $57,284Liabilities 2014: $8,717Net Assets 2014: $48,5672014Assets 2015: $51,408Liabilities 2015: $4,000Net Assets 2015: $47,4082015Assets 2016: $58,951Liabilities 2016: $12,269Net Assets 2016: $46,6822016Assets 2017: $42,506Liabilities 2017: $3,200Net Assets 2017: $39,3062017Assets 2018: $51,844Liabilities 2018: $13,571Net Assets 2018: $38,2732018Assets 2019: $46,319Liabilities 2019: $4,799Net Assets 2019: $41,5202019Assets 2020: $53,047Liabilities 2020: $1,788Net Assets 2020: $51,2592020Assets 2021: $63,620Liabilities 2021: $1,006Net Assets 2021: $62,6142021Assets 2022: $78,185Liabilities 2022: $6,008Net Assets 2022: $72,1772022Assets 2023: $80,584Liabilities 2023: $111Net Assets 2023: $80,4732023Assets 2024: $79,163Net Assets 2024: $79,1632024

Highlighted filing

2024

Assets$79,163
Liabilities-
Net Assets$79,163

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $50,615Expenses 2014: $51,544Net Income 2014: -$9292014Revenue 2015: $54,764Expenses 2015: $55,923Net Income 2015: -$1,1592015Revenue 2016: $48,929Expenses 2016: $49,655Net Income 2016: -$7262016Revenue 2017: $47,270Expenses 2017: $54,646Net Income 2017: -$7,3762017Revenue 2018: $51,766Expenses 2018: $52,799Net Income 2018: -$1,0332018Revenue 2019: $56,070Expenses 2019: $52,823Net Income 2019: $3,2472019Revenue 2020: $57,271Expenses 2020: $47,532Net Income 2020: $9,7392020Revenue 2021: $55,023Expenses 2021: $43,668Net Income 2021: $11,3552021Revenue 2022: $59,828Expenses 2022: $50,265Net Income 2022: $9,5632022Revenue 2023: $63,240Expenses 2023: $54,944Net Income 2023: $8,2962023Revenue 2024: $61,931Expenses 2024: $63,241Net Income 2024: -$1,3102024

Highlighted filing

2024

Revenue$61,931
Expenses$63,241
Net Income-$1,310

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 15, 2025
Return Version
2024v5.0
Gross Receipts
$61,931
Mission and Program Overview

Mission

MEDICAL SOCIETY

Program Services

DescriptionGrantsExpenses
FURTHERED THE PUBLIC'S AWARENESS OF MEDICAL ISSUES THROUGH VARIOUS MEDIUMS--
PROVIDED APPROXIMATELY 275 MEMBERS WITH A FORUM IN WHICH TO DISCUSS ISSUES PERTINENT TO THE MEDICAL SOCIETY--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R BURNWORTHExec DirectoPT$28,694-$28,694
MEREDITH LULICH MDPresident-$0--
JAMES FARIS MDSecretary/Tr-$0--
CLARK BRITTAIN DOBoard Member-$0--
DUANGNAPA CUDDY DOBoard Member-$0--
JACQUELINE TRUEBLOOD MDBoard Member-$0--
LAWRENCE MCBRIDE MDBoard Member-$0--
CAMILA ARNAUDO MDBoard Member-$0--
ASHISH SADOLIKAR MDBoard Member-$0--
RACHEL GUTFREUND MDBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Monroe Owen County Medical Society
EIN
31-1111828
Phone
8123324033
Address
PO BOX 3211, BLOOMINGTON, IN 47402-3211

Signing Officer

Name
Meredith Lulich Md
Title
President
Phone
8123324033
Signed
2025-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Olson & Company Pc Cpas
Address
PO BOX 488, BLOOMINGTON, IN 47402-0488
Preparer
Stephanie Cobb CPA
Phone
8123367867
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Gain on investment 1,557 total 1,557

Form 990-ez, Part I, Line 10

Name: education & support - other address: c/o andrea kleesattell bloomington, in 47408 cash contribution: 5,091

Form 990-ez, Part I, Line 16

Expenses office supplies 3,925 travel expense 450 conferences/meetings 5,919 insurance 1,786 workmans comp ins 262 awards and gifts 100 welcome gifts 300 telephone & internet 1,407 aamse membership 225 investment advisory fee 98 non-investment depreciation 779 total 15,251

Form 990-ez, Part II, Line 24

Furniture and equipment 1,554 2,246 less accumulated depreciation 1,554 1,769 security deposit 181 181 total 181 658

Form 990-ez, Part II, Line 26

Payroll taxes withheld 0 0 payroll tax liabilities 111 0

Raw XML Appendix136 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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