Civic Intelligence

Montgomery County Medical

EIN 52-0728423 • 501(c)6 • Rockville, MD

Profile

To be the formost physician organization to advocate for and serve physicians, their medical practicies and their patients in montgomery county maryland.

15855 Crabbs Branch WayRockville, MD 20855

www.montgomerymedicine.org

Siviq Scores

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

Liabilities / Assets

45th percentile

0.12x

Higher debt load relative to assets than 45% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.42x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

21st percentile

-5.1%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

59th percentile

$164,709

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

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

Asset Growth

57th percentile

7.5%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

37th percentile

1.3%

Faster revenue growth than 37% of similar nonprofits.

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

Assets

Up

$1,521,687

Up $106,596 (+7.5%) from 2023

Liabilities

Up

$181,502

Up $79,510 (+78%) from 2023

Net Assets

Up

$1,340,185

Up $27,086 (+2.1%) from 2023

Revenue

Up

$429,396

Up $5,464 (+1.3%) from 2023

Expenses

Down

$451,497

Down $3,784 (-0.8%) from 2023

Net Income

Up

-$22,101

Up $9,248 (+30%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,301,589Liabilities 2010: $396,492Net Assets 2010: $905,0972010Assets 2011: $1,305,135Liabilities 2011: $370,361Net Assets 2011: $934,7742011Assets 2012: $1,357,805Liabilities 2012: $357,444Net Assets 2012: $1,000,3612012Assets 2013: $1,480,016Liabilities 2013: $369,521Net Assets 2013: $1,110,4952013Assets 2014: $1,424,966Liabilities 2014: $350,208Net Assets 2014: $1,074,7582014Assets 2015: $1,307,406Liabilities 2015: $360,435Net Assets 2015: $946,9712015Assets 2016: $1,155,219Liabilities 2016: $214,255Net Assets 2016: $940,9642016Assets 2017: $1,258,374Liabilities 2017: $195,656Net Assets 2017: $1,062,7182017Assets 2018: $1,185,996Liabilities 2018: $213,366Net Assets 2018: $972,6302018Assets 2019: $1,456,851Liabilities 2019: $363,890Net Assets 2019: $1,092,9612019Assets 2020: $1,467,045Liabilities 2020: $317,325Net Assets 2020: $1,149,7202020Assets 2021: $1,536,467Liabilities 2021: $166,608Net Assets 2021: $1,369,8592021Assets 2022: $1,489,008Liabilities 2022: $185,344Net Assets 2022: $1,303,6642022Assets 2023: $1,415,091Liabilities 2023: $101,992Net Assets 2023: $1,313,0992023Assets 2024: $1,521,687Liabilities 2024: $181,502Net Assets 2024: $1,340,1852024

Highlighted filing

2024

Assets$1,521,687
Liabilities$181,502
Net Assets$1,340,185

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $925,592Expenses 2010: $517,468Net Income 2010: $408,1242010Revenue 2011: $562,965Expenses 2011: $522,769Net Income 2011: $40,1962011Expenses 2012: $586,1272012Revenue 2013: $572,388Expenses 2013: $569,820Net Income 2013: $2,5682013Revenue 2014: $538,440Expenses 2014: $553,102Net Income 2014: -$14,6622014Revenue 2015: $595,267Expenses 2015: $645,270Net Income 2015: -$50,0032015Revenue 2016: $606,490Expenses 2016: $648,711Net Income 2016: -$42,2212016Revenue 2017: $536,666Expenses 2017: $499,975Net Income 2017: $36,6912017Revenue 2018: $624,290Expenses 2018: $532,323Net Income 2018: $91,9672018Revenue 2019: $560,168Expenses 2019: $509,104Net Income 2019: $51,0642019Revenue 2020: $471,750Expenses 2020: $413,571Net Income 2020: $58,1792020Revenue 2021: $496,273Expenses 2021: $426,317Net Income 2021: $69,9562021Revenue 2022: $393,786Expenses 2022: $414,026Net Income 2022: -$20,2402022Revenue 2023: $423,932Expenses 2023: $455,281Net Income 2023: -$31,3492023Revenue 2024: $429,396Expenses 2024: $451,497Net Income 2024: -$22,1012024

Highlighted filing

2024

Revenue$429,396
Expenses$451,497
Net Income-$22,101

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.18$1.34$0.43$0.45$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.10$1.31$0.42$0.46$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.19$1.30$0.39$0.41$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.17$1.37$0.50$0.43$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.32$1.15$0.47$0.41$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.36$1.09$0.56$0.51$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.21$0.97$0.62$0.53$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.20$1.06$0.54$0.50$0.04
2016Summary only. Only limited summary data is available for this year.$1.16$0.21$0.94$0.61$0.65$0.04
2015Summary only. Only limited summary data is available for this year.$1.31$0.36$0.95$0.60$0.65$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.35$1.07$0.54$0.55$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.48$0.37$1.11$0.57$0.57$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.36$1.00$0.59
2011Summary only. Only limited summary data is available for this year.$1.31$0.37$0.93$0.56$0.52$0.04
2010Summary only. Only limited summary data is available for this year.$1.30$0.40$0.91$0.93$0.52$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.0
Gross Receipts
$730,099
Mission and Program Overview

Mission

To serve as the foremost advocate and resource for physicians working and/or living in montgomery county, maryland, their patients and the public's health.

Montgomery county medical society unites, strengthens, and advocates for our physician community through education, collegiality and service and encourages sharing of best practices to promote equitable, high quality, accessible healthcare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,032,599$1,138,522▲ $105,923
Other Notes and Loans Receivable, Net$219,266$214,236▼ $5,030
Savings and Temporary Cash Investments$110,254$105,285▼ $4,969
Land, Buildings, and Equipment, Net$35,901$33,625▼ $2,276
Cash and Non-Interest-Bearing Accounts$7,740$15,945▲ $8,205
Accounts Receivable$4,312$9,922▲ $5,610
Prepaid Expenses and Deferred Charges$5,019$4,152▼ $867
Total Assets$1,415,091$1,521,687▲ $106,596
Liabilities
Deferred Revenue$71,105$158,864▲ $87,759
Accounts Payable and Accrued Expenses$30,887$22,638▼ $8,249
Total Liabilities$101,992$181,502▲ $79,510
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,313,099$1,340,185▲ $27,086
Total Net Assets Fund Balance$1,313,099$1,340,185▲ $27,086
Total Liabilities and Net Assets / Fund Balance$1,415,091$1,521,687▲ $106,596

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,694$331,610$335,304
Land$29,931-$29,931
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN D'ANTONIExecutive DiFT$159,950$4,759$164,709
SUSAN D'ANTONIExecutive Director-$159,950$4,759$164,709
Brent BergerDirectorPT$10,000-$10,000

Board Members and Trustees

NameTitle
Angela MarshallPresident
Annette PhamDirector
Audrey CorsonDirector
Benjamin GalperDirector
Brent FaulknerDirector
Bruce SmollerDirector
CAROLYN O'CONORDirector
Christina CervieriDirector
Gary RogginDirector
Irfana AliDirector
Isha MisraDirector
Joseph HsuDirector
Kathryn KellyDirector
Kisha DavisDirector
Larry GreenDirector
Mark SeigelDirector
Peter ShererDirector
Robert KarpDirector
Shannon PryorDirector
Sheri HamersleyDirector
Stephen RockowerDirector
Tuesday CookDirector
Vinu GantiDirector
Alan Gonzalez-cotaTreasurer
Aruna NathanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$339,810
Investment Income
$82,774
Other Revenue
$6,812
Change in Net Assets
$-22,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$333,242
Other Expenses$107,355
Grants and Similar Amounts Paid$10,900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$174,748
Other Salaries and Wages---$130,203
Conferences and Meetings---$24,513
Payroll Taxes---$19,558
Fees for Services Accounting---$16,590
Office Expenses---$14,229
Grants to Domestic Orgs---$10,900
Occupancy---$10,116
Fees for Services Other---$9,554
Information Technology---$6,006
Other Employee Benefits---$5,998
Fees for Service Investment Mgmnt Fees---$5,037
Pension Plan Contributions---$2,735
Depreciation Depletion---$2,276
Insurance---$1,751
All Other Expenses---$567
Other Expenses---$495
Travel---$301
Total Functional Expenses$0$0$0$451,497
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$10,900
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

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$44,340
Total Nondeductible Lobbying and Political Cost$44,340
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
Yes
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

Form 990 part vi section a line 6 the not-for profit is a membership organization.

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

Form 990, part vi, section a, line 7a: the nominating committee's report is not subject to approval by the governing body, but instead is presented independently to the membership as per the bylaws. Additional nominees may be nominated for office by the membership at that meeting as per the bylaws. The election is held in january annually after the slate has been circulated to the membership according to the bylaws.

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

Form 990 part vi section b line 11b the organization reviews the 990 before it is filed.

Form 990, Page 6, Part VI, Line 12C

Form 990, part vi section b line 12c: theorganization requires an annual conflict statement to be signed. If a conflict does arise, the executive committee determines the outcome in a timely fashion.

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

Form 990, part vi, section b, line 15: review of market indexes and industry compensation study, and approved by the president, past president and president elect.

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

Form 990 part vi section b line 15 review of market indexes and industry compensation study and approval by the president, past president and president elect.

Form 990, Page 6, Part VI, Line 19

Form 990, part vi, section c, line 19: all documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Montgomery County Medical
EIN
52-0728423
Phone
3019214300
Address
15855 CRABBS BRANCH WAY, ROCKVILLE, MD 20855

Signing Officer

Name
SUSAN D'ANTONI
Title
Executive Director
Phone
3019214300
Signed
2025-06-30

Organization Details

Principal Officer
SUSAN D'ANTONI
Formed
1960
Legal Domicile
Md
Voting Board Members
26
Independent Board Members
26
Employees
3

Preparer

Firm
Jay H Grossman CPA
Address
3613 RIDGEWAY TER, FALLS CHURCH, VA 22044
Preparer
Jay H Grossman
Phone
7039278772
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Montgomery county medical society unites, strengthens, and advocates for our physician community through education, collegiality and service and encourages sharing of best practices to promote equitable, high quality, accessible healthcare.

Form 990, Part III

Form 990 part iii line 4d other program services: provided regular communication to members of the society to keep them abreast of county and state news related to medical practice, and to provide them with information related to the society's accomplishments, member services, and operations. Communications disseminated to all members.

Form 990, Page 2, Part III, Line 4D

OTHER

Form 990, Part XI, Line 9

OTHER 0 OTHER 0

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
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IRS990/MissionDesc0MONTGOMERY COUNTY MEDICAL SOCIETY UNITES, STRENGTHENS, AND ADVOCATES FOR OUR PHYSICIAN COMMUNITY THROUGH EDUCATION, COLLEGIALITY AND SERVICE AND ENCOURAGES SHARING OF BEST PRACTICES TO PROMOTE EQUITABLE, HIGH QUALITY, ACCESSIBLE HEALTHCARE.
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IRS990/ProgramServiceRevenueGrp/Desc3FOUNDATION MANAGEMENT CONTRAC
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED PHYSICIAN REFERRAL SERVICES TO COUNTY RESIDENTS SEEKING MEDICAL CARE OR RESOURCES OFFERED IN THE COMMUNITY. PROGRAM PARTICIPATION OPEN TO ALL PRACTICING PHYSICIAN MEMBERS IN MONTGOMERY COUNTY.
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED SUPPORT SERVICES FOR THE GENERAL MEMBERSHIP, EXECUTIVE BOARD, COMMITTEES AND CONTINUING EDUCATION SECTIONS OF THE MEDICAL SOCIETY. SUPPORT AVAILABLE TO ALL MEMBERS OF THE SOCIETY, AND THOSE INVOLVED IN LEADERSHIP POSITIONS.
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