Civic Intelligence

Oakland County Medical Society

EIN 38-1472961 • 501(c)6 • Bingham Farms, MI

Profile

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.

30700 Telegraph Rd Ste 3445Bingham Farms, MI 48025

www.ocms-mi.org

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.03x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

44%

Higher net margin than 96% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

36th percentile

$86,417

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

6.9%

Faster revenue growth than 54% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,748,023

Up $296,266 (+12%) from 2024

Liabilities

Up

$8,820

Up $4,969 (+129%) from 2024

Net Assets

Up

$2,739,203

Up $291,297 (+12%) from 2024

Revenue

Up

$309,724

Up $19,989 (+6.9%) from 2024

Expenses

Down

$174,161

Down $42,483 (-20%) from 2024

Net Income

Up

$135,563

Up $62,472 (+85%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,224,532Liabilities 2011: $41,592Net Assets 2011: $1,182,9402011Assets 2012: $1,437,225Liabilities 2012: $40,661Net Assets 2012: $1,396,5642012Assets 2013: $1,577,513Liabilities 2013: $15,620Net Assets 2013: $1,561,8932013Assets 2014: $1,602,111Liabilities 2014: $6,062Net Assets 2014: $1,596,0492014Assets 2015: $1,531,043Liabilities 2015: $7,493Net Assets 2015: $1,523,5502015Assets 2016: $1,605,255Liabilities 2016: $15,013Net Assets 2016: $1,590,2422016Assets 2017: $1,746,587Liabilities 2017: $7,168Net Assets 2017: $1,739,4192017Assets 2018: $1,812,852Liabilities 2018: $1,924Net Assets 2018: $1,810,9282018Assets 2019: $1,850,463Liabilities 2019: $6,115Net Assets 2019: $1,844,3482019Assets 2020: $2,042,227Liabilities 2020: $4,108Net Assets 2020: $2,038,1192020Assets 2021: $2,322,185Liabilities 2021: $0Net Assets 2021: $2,322,1852021Assets 2022: $1,814,139Liabilities 2022: $3,857Net Assets 2022: $1,810,2822022Assets 2023: $1,992,234Liabilities 2023: $4,259Net Assets 2023: $1,987,9752023Assets 2024: $2,451,757Liabilities 2024: $3,851Net Assets 2024: $2,447,9062024Assets 2025: $2,748,023Liabilities 2025: $8,820Net Assets 2025: $2,739,2032025

Highlighted filing

2025

Assets$2,748,023
Liabilities$8,820
Net Assets$2,739,203

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $364,029Expenses 2011: $320,560Net Income 2011: $43,4692011Revenue 2012: $441,910Expenses 2012: $392,191Net Income 2012: $49,7192012Revenue 2013: $436,763Expenses 2013: $409,425Net Income 2013: $27,3382013Revenue 2014: $346,128Expenses 2014: $384,508Net Income 2014: -$38,3802014Revenue 2015: $361,472Expenses 2015: $333,000Net Income 2015: $28,4722015Revenue 2016: $310,700Expenses 2016: $324,883Net Income 2016: -$14,1832016Revenue 2017: $314,097Expenses 2017: $299,568Net Income 2017: $14,5292017Revenue 2018: $312,358Expenses 2018: $275,201Net Income 2018: $37,1572018Revenue 2019: $410,260Expenses 2019: $242,503Net Income 2019: $167,7572019Revenue 2020: $307,808Expenses 2020: $274,605Net Income 2020: $33,2032020Revenue 2021: $311,973Expenses 2021: $259,315Net Income 2021: $52,6582021Revenue 2022: $256,112Expenses 2022: $196,789Net Income 2022: $59,3232022Revenue 2023: $214,247Expenses 2023: $201,457Net Income 2023: $12,7902023Revenue 2024: $289,735Expenses 2024: $216,644Net Income 2024: $73,0912024Revenue 2025: $309,724Expenses 2025: $174,161Net Income 2025: $135,5632025

Highlighted filing

2025

Revenue$309,724
Expenses$174,161
Net Income$135,563

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.75$0.01$2.74$0.31$0.17$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.29$0.22$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.21$0.20$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.26$0.20$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.31$0.26$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.31$0.27$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.01$1.84$0.41$0.24$0.17
2018Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$0.31$0.28$0.04
2017Summary only. Only limited summary data is available for this year.$1.75$0.01$1.74$0.31$0.30$0.01
2016Summary only. Only limited summary data is available for this year.$1.61$0.02$1.59$0.31$0.32$0.01
2015Summary only. Only limited summary data is available for this year.$1.53$0.01$1.52$0.36$0.33$0.03
2014Summary only. Only limited summary data is available for this year.$1.60$0.01$1.60$0.35$0.38$0.04
2013Summary only. Only limited summary data is available for this year.$1.58$0.02$1.56$0.44$0.41$0.03
2012Summary only. Only limited summary data is available for this year.$1.44$0.04$1.40$0.44$0.39$0.05
2011Summary only. Only limited summary data is available for this year.$1.22$0.04$1.18$0.36$0.32$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 18, 2025
Return Version
2024v5.0
Gross Receipts
$330,159
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,413,183$2,704,193▲ $291,010
Cash and Non-Interest-Bearing Accounts$28,667$37,701▲ $9,034
Savings and Temporary Cash Investments$4,445$4,446▲ $1
Prepaid Expenses and Deferred Charges$1,080$276▼ $804
Accounts Receivable$3,000$25▼ $2,975
Total Assets$2,451,757$2,748,023▲ $296,266
Other Assets Total$1,382$1,382→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,851$8,820▲ $4,969
Total Liabilities$3,851$8,820▲ $4,969
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,447,906$2,739,203▲ $291,297
Total Net Assets Fund Balance$2,447,906$2,739,203▲ $291,297
Total Liabilities and Net Assets / Fund Balance$2,451,757$2,748,023▲ $296,266

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$31,124$31,124
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Romy ShubitowskiExecutive DiFT$86,417$86,417
Revenue and Support

Revenue Composition

Contributions and Grants
$200
Program Service Revenue
$144,247
Investment Income
$165,277
Other Revenue
$0
All Other Contributions
$200
Change in Net Assets
$135,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$99,284
Other Expenses$74,877
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$60,492$32,125-$92,617
Occupancy$15,558$3,890-$19,448
Fees for Services Other$12,114$759-$12,873
Payroll Taxes$4,667$2,000-$6,667
Fees for Services Accounting-$4,874-$4,874
Office Expenses$3,221$806-$4,027
Insurance$3,079$770-$3,849
Other Expenses$3,252$3,139-$3,139
Conferences and Meetings$2,332$583-$2,915
Fees for Services Legal-$840-$840
Information Technology$499$125-$624
All Other Expenses$54$14-$68
Travel$34$8-$42
Total Functional Expenses$121,853$52,308$0$174,161
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
No
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
Yes
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members of the oakland county medical society, with the right to vote and hold office, consist of the following classifications: active status, physicians-in-training, students (medical students section), retired members, life members, service members, non-resident, and affiliate members. Associate memberships have all the rights of membership but cannont vote or hold office. Their duties will be determined by the board of directors.

Form 990, Page 6, Part VI, Line 7A

At the annual meeting of this society, there shall be elections for the following officers as required: president, president-elect, secretary, and treasurer. Prior to the annual meeting, the president shall activate a no minating committee which shall consist of the immediate past president or president-elect and a committee of his/her choosing, to include at least four additional physicians who are active members in society. The duty of this committee shall be to submit nominees for the several offices and representatives to be elected, except president. The names of these nominees shall be published in the next bulletin. Any twenty members entitled to vote may nominate a member to an office. The secretary shall add any such nominees' names to the printed ballot and cause them to be published as additions to the publishing of the nominees submitted by the committee. Election of officers shall be by ballot except that of president. The elected officers shall automatically assume office at the annual meeting.

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 is given to all board members before it is filed. The 990 is reviewed by the executive director before it is signed and filed.

Form 990, Page 6, Part VI, Line 15A

Ocms entered into a one-year contractual agreement with the executive director, to provide operations oversight and member development activities for members of the oakland county medical society. The terms and conditions were discussed through a physician subcommittee, duly supported by the executive director, and then organized through the association's legal counsel.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Oakland County Medical Society
EIN
38-1472961
Phone
2487927062
Address
30700 TELEGRAPH RD STE 3445, BINGHAM FARMS, MI 48025

Signing Officer

Name
Ashok Gupta Md
Title
Treasurer
Phone
2487927062
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karol Zakalik Md
Formed
1906
Legal Domicile
Mi
Voting Board Members
18
Independent Board Members
18
Employees
1
Volunteers
100

Preparer

Firm
Lansat CPA Group Pc
Address
30700 TELEGRAPH RD STE 1660, BINGHAM FARMS, MI 48025
Preparer
Angela Sanford
Phone
2484331040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7IMMED PAST P
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990/MissionDesc0THE 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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IRS990/OtherExpensesGrp/Desc0PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc1COMMITTEE EXPENSES
IRS990/OtherExpensesGrp/Desc2MEMBER RECRUITMENT
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
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IRS990/PrincipalOfficerNm0KAROL ZAKALIK MD
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IRS990/ProgramServiceRevenueGrp/BusinessCd1511190
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114671
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IRS990/ProgSrvcAccomActy2Grp/Desc0SPONSOR AND ORGANIZE MEETINGS AND SEMINARS, MEMBER OFFERINGS THAT INCLUDE INTERACTIVE, ADULT-LEARNING COURSES, OFFERED THROUGH CONTENT EXPERTS; LEADERSHIP DEVELOPMENT, OFFERED THROUGH A STATE UNIVERSITY IN MICHIGAN; AND EDUCATIONAL DEVELOPMENT, OFFERED THROUGH EXPERTS IN THE FIELD OF SCIENCE AND/OR ETHICS.
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031124
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE OAKLAND COUNTY MEDICAL SOCIETY, WITH THE RIGHT TO VOTE AND HOLD OFFICE, CONSIST OF THE FOLLOWING CLASSIFICATIONS: ACTIVE STATUS, PHYSICIANS-IN-TRAINING, STUDENTS (MEDICAL STUDENTS SECTION), RETIRED MEMBERS, LIFE MEMBERS, SERVICE MEMBERS, NON-RESIDENT, AND AFFILIATE MEMBERS. ASSOCIATE MEMBERSHIPS HAVE ALL THE RIGHTS OF MEMBERSHIP BUT CANNONT VOTE OR HOLD OFFICE. THEIR DUTIES WILL BE DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE ANNUAL MEETING OF THIS SOCIETY, THERE SHALL BE ELECTIONS FOR THE FOLLOWING OFFICERS AS REQUIRED: PRESIDENT, PRESIDENT-ELECT, SECRETARY, AND TREASURER. PRIOR TO THE ANNUAL MEETING, THE PRESIDENT SHALL ACTIVATE A NO MINATING COMMITTEE WHICH SHALL CONSIST OF THE IMMEDIATE PAST PRESIDENT OR PRESIDENT-ELECT AND A COMMITTEE OF HIS/HER CHOOSING, TO INCLUDE AT LEAST FOUR ADDITIONAL PHYSICIANS WHO ARE ACTIVE MEMBERS IN SOCIETY. THE DUTY OF THIS COMMITTEE SHALL BE TO SUBMIT NOMINEES FOR THE SEVERAL OFFICES AND REPRESENTATIVES TO BE ELECTED, EXCEPT PRESIDENT. THE NAMES OF THESE NOMINEES SHALL BE PUBLISHED IN THE NEXT BULLETIN. ANY TWENTY MEMBERS ENTITLED TO VOTE MAY NOMINATE A MEMBER TO AN OFFICE. THE SECRETARY SHALL ADD ANY SUCH NOMINEES' NAMES TO THE PRINTED BALLOT AND CAUSE THEM TO BE PUBLISHED AS ADDITIONS TO THE PUBLISHING OF THE NOMINEES SUBMITTED BY THE COMMITTEE. ELECTION OF OFFICERS SHALL BE BY BALLOT EXCEPT THAT OF PRESIDENT. THE ELECTED OFFICERS SHALL AUTOMATICALLY ASSUME OFFICE AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS GIVEN TO ALL BOARD MEMBERS BEFORE IT IS FILED. THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OCMS ENTERED INTO A ONE-YEAR CONTRACTUAL AGREEMENT WITH THE EXECUTIVE DIRECTOR, TO PROVIDE OPERATIONS OVERSIGHT AND MEMBER DEVELOPMENT ACTIVITIES FOR MEMBERS OF THE OAKLAND COUNTY MEDICAL SOCIETY. THE TERMS AND CONDITIONS WERE DISCUSSED THROUGH A PHYSICIAN SUBCOMMITTEE, DULY SUPPORTED BY THE EXECUTIVE DIRECTOR, AND THEN ORGANIZED THROUGH THE ASSOCIATION'S LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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