Civic Intelligence

Kent County Medical Society

EIN 38-0713590 • 501(c)6 • Grand Rapids, MI

Profile

Professional association uniting the physicians in Kent County into a mutual, neutral organization preserving and promoting the health of the citizens of Kent County, MI

233 E Fulton STE 224Grand Rapids, MI 49503

www.kcms.org

Siviq Scores

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

Liabilities / Assets

74th percentile

0.24x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

0.82x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

89th percentile

27%

Higher net margin than 89% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

53rd percentile

4.9%

Faster asset growth than 53% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-25%

Faster revenue growth than 7% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$569,656

Up $26,461 (+4.9%) from 2023

Liabilities

Down

$137,233

Down $18,767 (-12%) from 2023

Net Assets

Up

$432,423

Up $45,228 (+12%) from 2023

Revenue

Down

$167,277

Down $54,453 (-25%) from 2023

Expenses

Down

$122,049

Down $32,480 (-21%) from 2023

Net Income

Down

$45,228

Down $21,973 (-33%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $417,674Liabilities 2010: $202,273Net Assets 2010: $215,4012010Assets 2011: $436,822Liabilities 2011: $211,648Net Assets 2011: $225,1742011Assets 2012: $449,634Liabilities 2012: $226,116Net Assets 2012: $223,5182012Assets 2013: $505,098Liabilities 2013: $197,114Net Assets 2013: $307,9842013Assets 2014: $504,729Liabilities 2014: $204,222Net Assets 2014: $300,5072014Assets 2015: $476,177Liabilities 2015: $184,282Net Assets 2015: $291,8952015Assets 2016: $398,169Liabilities 2016: $159,123Net Assets 2016: $239,0462016Assets 2017: $366,356Liabilities 2017: $148,709Net Assets 2017: $217,6472017Assets 2018: $355,554Liabilities 2018: $148,589Net Assets 2018: $206,9652018Assets 2019: $365,653Liabilities 2019: $145,496Net Assets 2019: $220,1572019Assets 2020: $399,520Liabilities 2020: $122,540Net Assets 2020: $276,9802020Assets 2021: $478,746Liabilities 2021: $137,034Net Assets 2021: $341,7122021Assets 2022: $441,305Liabilities 2022: $121,311Net Assets 2022: $319,9942022Assets 2023: $543,195Liabilities 2023: $156,000Net Assets 2023: $387,1952023Assets 2024: $569,656Liabilities 2024: $137,233Net Assets 2024: $432,4232024

Highlighted filing

2024

Assets$569,656
Liabilities$137,233
Net Assets$432,423

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $257,4912010Revenue 2011: $229,877Expenses 2011: $220,105Net Income 2011: $9,7722011Expenses 2012: $262,7312012Revenue 2013: $289,456Expenses 2013: $223,557Net Income 2013: $65,8992013Revenue 2014: $232,989Expenses 2014: $244,143Net Income 2014: -$11,1542014Revenue 2015: $268,647Expenses 2015: $269,640Net Income 2015: -$9932015Revenue 2016: $207,507Expenses 2016: $273,738Net Income 2016: -$66,2312016Revenue 2017: $216,106Expenses 2017: $237,505Net Income 2017: -$21,3992017Revenue 2018: $177,533Expenses 2018: $188,215Net Income 2018: -$10,6822018Revenue 2019: $208,826Expenses 2019: $195,633Net Income 2019: $13,1932019Revenue 2020: $205,493Expenses 2020: $148,668Net Income 2020: $56,8252020Revenue 2021: $197,261Expenses 2021: $132,529Net Income 2021: $64,7322021Revenue 2022: $126,831Expenses 2022: $148,549Net Income 2022: -$21,7182022Revenue 2023: $221,730Expenses 2023: $154,529Net Income 2023: $67,2012023Revenue 2024: $167,277Expenses 2024: $122,049Net Income 2024: $45,2282024

Highlighted filing

2024

Revenue$167,277
Expenses$122,049
Net Income$45,228

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.70$1.37$4.32$1.67$1.22$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$1.56$3.87$2.22$1.55$0.67
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$1.21$3.20$1.27$1.49$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$1.37$3.42$1.97$1.33$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$1.23$2.77$2.05$1.49$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$1.45$2.20$2.09$1.96$0.13
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$1.49$2.07$1.78$1.88$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$1.49$2.18$2.16$2.38$0.21
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$1.59$2.39$2.08$2.74$0.66
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$1.84$2.92$2.69$2.70$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.05$2.04$3.01$2.33$2.44$0.11
2013Detailed filing. Detailed filing data is available for this year.$5.05$1.97$3.08$2.89$2.24$0.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$2.26$2.24$2.63
2011Summary only. Only limited summary data is available for this year.$4.37$2.12$2.25$2.30$2.20$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$2.02$2.15$2.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Gross Receipts
$167,277
Mission and Program Overview

Mission

Professional association uniting the physicians in Kent County into a mutual, neutral organization preserving and promoting the health of the citizens of Kent County, MI

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$319,893$356,319▲ $36,426
Cash and Non-Interest-Bearing Accounts$176,825$201,353▲ $24,528
Accounts Receivable$46,382$10,346▼ $36,036
Prepaid Expenses and Deferred Charges$95$1,638▲ $1,543
Total Assets$543,195$569,656▲ $26,461
Liabilities
Deferred Revenue$156,000$133,970▼ $22,030
Accounts Payable and Accrued Expenses-$2,106-
Other Liabilities-$1,157-
Total Liabilities$156,000$137,233▼ $18,767
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$387,195$432,423▲ $45,228
Total Net Assets Fund Balance$387,195$432,423▲ $45,228
Total Liabilities and Net Assets / Fund Balance$543,195$569,656▲ $26,461
Compensation and Service Providers

Board Members and Trustees

NameTitle
Warren LamphearPresident
Adam RushPresident - Past
Eric LarsonDirector
Jayne CourtsDirector
Megan EdisonDirector
Patricia DaltonExecutive Director
Antonia HenrySecretary Treasurer
Edward FodyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,961
Program Service Revenue
$20,500
Investment Income
$42,089
Other Revenue
$727
All Other Contributions
$835
Change in Net Assets
$45,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$63,139
Other Expenses$58,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$28,005$18,670-$46,675
Payroll Taxes$9,878$6,586-$16,464
Conferences and Meetings-$12,566-$12,566
All Other Expenses$7,476$3,143-$10,619
Fees for Services Other$8,806--$8,806
Fees for Services Accounting$7,679--$7,679
Fees for Service Investment Mgmnt Fees$5,663--$5,663
Insurance-$4,111-$4,111
Travel-$1,936-$1,936
Fees for Services Legal$1,416--$1,416
Other Expenses$603--$603
Interest-$36-$36
Total Functional Expenses$75,001$47,048$0$122,049
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
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$1,157
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Form 990 is presented by management to the Board for open discussion.

Governing documents etc available to public Part VI line 19

Documents are provided when requested.

Filing and Contact Details

Filer

Filer Name
Kent County Medical Society
EIN
38-0713590
In Care Of
% Patricia Dalton
Phone
6164584157
Address
233 E Fulton STE 224, Grand Rapids, MI 49503

Signing Officer

Name
Patricia Dalton
Title
Executive Director
Phone
6164584157
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Dalton
Formed
1993
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
7
Employees
1

Preparer

Firm
West Michigan CPA Services PLLC
Address
3680 44th St SE Ste 101, Grand Rapids, MI 49512
Preparer
Bradley Solomon CPA
Phone
6168554384
Raw XML Appendix352 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is presented by management to the Board for open discussion.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents are provided when requested.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990/USAddress/ZIPCd049503
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IRS990/WebsiteAddressTxt0www.kcms.org
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA DALTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06164584157
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kent County Medical Society
ReturnHeader/Filer/BusinessNameControlTxt0KENT
ReturnHeader/Filer/EIN0380713590
ReturnHeader/Filer/InCareOfNm0% Patricia Dalton
ReturnHeader/Filer/PhoneNum06164584157
ReturnHeader/Filer/USAddress/AddressLine1Txt0233 E Fulton STE 224
ReturnHeader/Filer/USAddress/CityNm0Grand Rapids
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203468683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0West Michigan CPA Services PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03680 44th St SE Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grand Rapids
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049512
ReturnHeader/PreparerPersonGrp/PhoneNum06168554384
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY SOLOMON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-29T10:51:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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