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Montgomery County Medical Society

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$68.1k (2023)

Expenses
$133k (2023)

Total Assets
$1.77M (2023)

Total Liabilities
$51.4k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$68,087
Expenses
$132,535
Net Income
-$64,448
Net Assets
$1,717,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,563
12.6%
Program Services $87,883
> 100%
Investment Income $54,918
80.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$83,277
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,768,691
Total Liabilities $51,445
Net Assets $1,717,246
Compensation
Key Employees and Officers Compensation Related Other
Jay Rothkopf Md (Chair) $0 $0 $0
Joseph Grisafi Md (President) $0 $0 $0
Martin Trichtinger Md (Secretary) $0 $0 $0
Charles Cutler Md Macp (Treasurer) $0 $0 $0
Mark Lopatin Md Facp Facr Fcpp (Immediate Past Chair) $0 $0 $0
Jennifer Lorine Do (Immediate Past President) $0 $0 $0
Sherry Blumenthal Md (Director) $0 $0 $0
Tecla Brabazon Do (Director) $0 $0 $0
James Goodyear Md Facs (Director) $0 $0 $0
George Green Md (Director) $0 $0 $0
Katherine Kirkwood (Director) $0 $0 $0
Walter Klein Md (Director) $0 $0 $0
Patricia Mangel Md (Director) $0 $0 $0
Robert Mcnamara Md (Director) $0 $0 $0
Adesanmi Ojo Md (Director) $0 $0 $0
Morolake Ojo Md (Director) $0 $0 $0
Mark Pyfer Md Facs (Director) $0 $0 $0
Scott Shapiro Md Facc (Director) $0 $0 $0
Steven Shapiro Do (Director) $0 $0 $0
Neerav Sheth Md (Director) $0 $0 $0
James Thomas Md (Director) $0 $0 $0
Ashley Wilkerson Md (Director) $0 $0 $0
Theresa Barrett Phd Cmp Cae (Executive Director (Lutine)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$161,846
Expenses
$136,505
Net Income
$25,341
Net Assets
$1,537,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000
0.6%
Program Services $74,301
45.9%
Investment Income $86,545
53.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,600,875
Total Liabilities $63,782
Net Assets $1,537,093
Compensation
Key Employees and Officers Compensation Related Other
Jay Rothkopf Md (Chairman) $0 $0 $0
Joseph Grisafi Md (President) $0 $0 $0
Martin Trichtinger Md (Secretary) $0 $0 $0
Charles Cutler Md Macp (Treasurer) $0 $0 $0
Mark Lopatin Md Facp Facr Fcpp (Immediate Past Chairman) $0 $0 $0
Jennifer Lorine Do (Immediate Past President) $0 $0 $0
Sherry Blumenthal Md (Director) $0 $0 $0
James Goodyear Md Facs (Director) $0 $0 $0
George Green Md (Director) $0 $0 $0
Walter Klein Md (Director) $0 $0 $0
Robert Mcnamara Md (Director) $0 $0 $0
Mark Pyfer Md Facs (Director) $0 $0 $0
Scott Shapiro Md Facc (Director) $0 $0 $0
Steven Shapiro Do (Director) $0 $0 $0
Neerav Sheth Md (Director) $0 $0 $0
James Thomas Md (Director) $0 $0 $0
Theresa Barrett Phd Cmp Cae (Executive Director (Lutine)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,976
Expenses
$121,483
Net Income
$86,493
Net Assets
$1,887,447
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $84,805
40.8%
Investment Income $123,171
59.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,943,201
Total Liabilities $55,754
Net Assets $1,887,447
Compensation
Key Employees and Officers Compensation Related Other
Jay Evan Rothkopf Md (Chairman) $0 $0 $0
Jennifer Lorine Do (President) $0 $0 $0
Stanley R Askin Md (Treasurer) $0 $0 $0
Mark A Lopatin Md (Immediate Past Chairman) $0 $0 $0
Walter M Klein Md (Immediate Past President) $0 $0 $0
Kathleen M Allen (Director) $0 $0 $0
Sherry L Blumenthal Md (Director) $0 $0 $0
Michele Boylstein (Director) $0 $0 $0
Charles Cutler Md Macp (Director) $0 $0 $0
James A Goodyear Md Facs (Director) $0 $0 $0
George R Green Md (Director) $0 $0 $0
Cheri L Matthews (Director) $0 $0 $0
Robert M Mcnamara Md (Director) $0 $0 $0
Mark F Pyfer Md Facs (Director) $0 $0 $0
Scott E Shapiro Md Facc (Director) $0 $0 $0
Steven Shapiro Do (Director) $0 $0 $0
James W Thomas Md (Director) $0 $0 $0
Martin D Trichtinger Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$175,203
Expenses
$136,390
Net Income
$38,813
Net Assets
$1,735,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $97,715
55.8%
Investment Income $77,468
44.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,801,885
Total Liabilities $66,382
Net Assets $1,735,503
Compensation
Key Employees and Officers Compensation Related Other
Jay Rothkopf Md (Chairman) $0 $0 $0
Walter M Klein Md (Past Preside) $0 $0 $0
Stanley Askin Md (Treasurer) $0 $0 $0
Jennifer Lorine Do (President) $0 $0 $0
James W Thomas Md (Director) $0 $0 $0
Scott E Shapiro Md (Director) $0 $0 $0
Kathleen Allen (Director) $0 $0 $0
Mark Lopatin Md (Director) $0 $0 $0
Sherry Blumenthal Md (Director) $0 $0 $0
Charles Cutler Md (Director) $0 $0 $0
James A Goodyear Md (Director) $0 $0 $0
Joseph Grisafi Md (Director) $0 $0 $0
Cheri L Matthews Practice Adm (Director) $0 $0 $0
Robert M Mcnamara Md (Director) $0 $0 $0
Mark F Pyfer Md (Director) $0 $0 $0
Steve A Shapiro Md (Director) $0 $0 $0
George Green Md (Director) $0 $0 $0
Martin D Trichtinger Md (Director) $0 $0 $0
Jason Harbonic (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,427
Expenses
$157,171
Net Income
$45,256
Net Assets
$1,595,697
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $120,934
59.7%
Investment Income $81,493
40.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,662,662
Total Liabilities $66,965
Net Assets $1,595,697
Compensation
Key Employees and Officers Compensation Related Other
Jay Rothkopf Md (Chairman) $0 $0 $0
Walter M Klein Md (President) $0 $0 $0
Stanley Askin Md (Treasurer) $0 $0 $0
Jennifer Lorine Do (Secretary/Pr) $0 $0 $0
James W Thomas Md (Director) $0 $0 $0
Scott E Shapiro Md (Director) $0 $0 $0
Kathleen Allen (Director) $0 $0 $0
Mark Lopatin Md (Director) $0 $0 $0
Frederic Rocky Becker Md (Director) $0 $0 $0
Sherry Blumenthal Md (Director) $0 $0 $0
Charles Cutler Md (Director) $0 $0 $0
James A Goodyear Md (Director) $0 $0 $0
Joseph Grisafi Md (Director) $0 $0 $0
Cheri L Matthews Practice Adm (Director) $0 $0 $0
Robert M Mcnamara Md (Director) $0 $0 $0
Mark F Pyfer Md (Director) $0 $0 $0
Steve A Shapiro Md (Director) $0 $0 $0
George Green Md (Director) $0 $0 $0
Martin D Trichtinger Md (Director) $0 $0 $0
Michele Boylstein (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$171,790
Expenses
$138,626
Net Income
$33,164
Net Assets
$1,370,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $102,115
59.4%
Investment Income $80,440
46.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$10,775
Net Inventory Sales $0
Other Revenue $10
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,449,755
Total Liabilities $79,416
Net Assets $1,370,339
Compensation
Key Employees and Officers Compensation Related Other
Mark Lopatin Md (Chariman) $0 $0 $0
Walter M Klein Md (President) $0 $0 $0
Jay Rothkopf Md (Treasurer) $0 $0 $0
Jennifer Lorine Do (Secretary/Vi) $0 $0 $0
James W Thomas Md (Director) $0 $0 $0
Scott E Shapiro Md (Director) $0 $0 $0
Kathleen Allen (Director) $0 $0 $0
Stanley Askin Md (Director) $0 $0 $0
Frederic Rocky Becker Md (Director) $0 $0 $0
Sherry Blumenthal Md (Director) $0 $0 $0
Charles Cutler Md (Director) $0 $0 $0
James A Goodyear Md (Director) $0 $0 $0
Joseph Grisafi Md (President El) $0 $0 $0
Cheri L Matthews Practice Adm (Director) $0 $0 $0
Robert M Mcnamara Md (Director) $0 $0 $0
Mark F Pyfer Md (Director) $0 $0 $0
Steve A Shapiro Md (Director) $0 $0 $0
George Green Md (Director) $0 $0 $0
Martin D Trichtinger Md (Director) $0 $0 $0
Michele Boylstein (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,705
Expenses
$201,968
Net Income
-$263
Net Assets
$1,486,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,389
53.2%
Investment Income $67,915
33.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,401
13.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,558,025
Total Liabilities $71,816
Net Assets $1,486,209
Compensation
Key Employees and Officers Compensation Related Other
Mark Lopatin Md (Chariman) $0 $0 $0
Jay Rothkopf Md (President/Tr) $0 $0 $0
Walter M Klein Md (President El) $0 $0 $0
Jennifer Lorine Do (Secretary) $0 $0 $0
James W Thomas Md (Past Preside) $0 $0 $0
Scott E Shapiro Md (Director) $0 $0 $0
Kathleen Allen (Board Member) $0 $0 $0
Stanley Askin Md (Director) $0 $0 $0
Frederic Rocky Becker Md (Director) $0 $0 $0
Sherry Blumenthal Md (Director) $0 $0 $0
Charles Cutler Md (Director) $0 $0 $0
Madeline Danny Do (Director) $0 $0 $0
James A Goodyear Md (Director) $0 $0 $0
Joseph Grisafi Md (Vice Preside) $0 $0 $0
Judy Bucko Herman Mcmsa (Director) $0 $0 $0
Cheri L Matthews Practice Adm (Director) $0 $0 $0
Robert M Mcnamara Md (Director) $0 $0 $0
Mark F Pyfer Md (Director) $0 $0 $0
Steve A Shapiro Md (Director) $0 $0 $0
George Green Md (Director) $0 $0 $0
Martin D Trichtinger Md (Director) $0 $0 $0
Susan Neville (Interim Exec) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,122
Expenses
$191,281
Net Income
-$52,159
Net Assets
$1,408,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $90,744
65.2%
Investment Income $57,166
41.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,847
Net Inventory Sales $0
Other Revenue $59
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $67,762
35.4%
Professional Fundraising Fees $0
Other Salaries and Wages $23,480
12.3%
Assets/Debt
Total Assets $1,479,331
Total Liabilities $71,123
Net Assets $1,408,208
Compensation
Key Employees and Officers Compensation Related Other
Kathie Allen (Director) $0 $0 $0
Stanley Askin Md (Director) $0 $0 $0
Frederic Rocky Becker Md (Director) $0 $0 $0
Sherry Blumenthal Md (Director) $0 $0 $0
Charles Cutler Md (Director) $0 $0 $0
Madeline Danny Do (Director) $0 $0 $0
James A Goodyear Md (Director) $0 $0 $0
Joseph Grisafi Md (Director) $0 $0 $0
Judy Bucko Herman Mcmsa (Director) $0 $0 $0
George R Green Md (Director) $0 $0 $0
Walter M Klein Md (Director) $0 $0 $0
Mark A Lopatin Md (Director) $0 $0 $0
Jennifer Lorine Do (Director) $0 $0 $0
Cheri L Matthews Practice Admin (Director) $0 $0 $0
Robert M Mcnamara Md (Director) $0 $0 $0
Mark F Pyfer Md (Director) $0 $0 $0
Jay Rothkopf Md (Director) $0 $0 $0
Scott E Shapiro Md (Director) $0 $0 $0
Steve A Shapiro Do (Director) $0 $0 $0
James W Thomas Md (Director) $0 $0 $0
Martin D Trichtinger Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$209,261
Expenses
$180,326
Net Income
$28,935
Net Assets
$1,410,640
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $94,273
45.1%
Investment Income $61,851
29.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,621
17.0%
Net Inventory Sales $0
Other Revenue $17,516
8.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $66,117
36.7%
Professional Fundraising Fees $0
Other Salaries and Wages $24,414
13.5%
Assets/Debt
Total Assets $1,477,783
Total Liabilities $67,143
Net Assets $1,410,640

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,275
Expenses
$166,675
Net Income
$28,600
Net Assets
$1,510,566
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $93,566
47.9%
Investment Income $74,290
38.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,119
0.6%
Net Inventory Sales $0
Other Revenue $26,300
13.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $64,497
38.7%
Professional Fundraising Fees $0
Other Salaries and Wages $21,307
12.8%
Assets/Debt
Total Assets $1,586,243
Total Liabilities $75,677
Net Assets $1,510,566

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$321,286
Expenses
$162,513
Net Income
$158,773
Net Assets
$1,504,131
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $99,668
31.0%
Investment Income $47,909
14.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $163,244
50.8%
Net Inventory Sales $0
Other Revenue $10,465
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $61,550
37.9%
Professional Fundraising Fees $0
Other Salaries and Wages $23,499
14.5%
Assets/Debt
Total Assets $1,577,755
Total Liabilities $73,624
Net Assets $1,504,131

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$189,351
Expenses
$178,157
Net Income
$11,194
Net Assets
$1,345,358
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $105,776
55.9%
Investment Income $34,283
18.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42
0.0%
Net Inventory Sales $0
Other Revenue $49,250
26.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $62,605
35.1%
Professional Fundraising Fees $0
Other Salaries and Wages $21,230
11.9%
Assets/Debt
Total Assets $1,423,100
Total Liabilities $77,742
Net Assets $1,345,358

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$227,068
Expenses
$162,109
Net Income
$64,959
Net Assets
$1,237,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $122,256
53.8%
Investment Income $28,935
12.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,762
8.7%
Net Inventory Sales $0
Other Revenue $56,115
24.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $61,377
37.9%
Professional Fundraising Fees $0
Other Salaries and Wages $14,571
9.0%
Assets/Debt
Total Assets $1,316,518
Total Liabilities $79,184
Net Assets $1,237,334

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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