Nonprofit · EIN 23-7089741
MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY
Tax-exempt · WALTHAM, MA 02451
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $524,705 | $180,514 | $344,191 | $8,839,705 | $0 | $8,839,705 |
| October 31, 2024 | 990 | $412,957 | $161,708 | $251,249 | $7,948,630 | $4,346 | $7,944,284 |
| October 31, 2023 | 990 | $316,751 | $180,080 | $136,671 | $6,589,470 | $7,227 | $6,582,243 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $105,531
- Program service revenue
- $0
- Investment income
- $419,174
- Net gain from sales of assets
- $235,427
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $124,700
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,300
- Program services (functional)
- $143,176
- Management and general (functional)
- $37,338
Balance sheet and other
- Total assets, start of year
- $7,948,630
- Total assets, end of year
- $8,839,705
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,839,705
- Publicly traded securities
- $7,168,078
- Net assets without donor restrictions
- $6,458,760
- Net assets with donor restrictions
- $2,380,945
- Gross receipts
- $1,555,172
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1857
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD W DUNLAP MD | TRUSTEE Trustee or director | 1 | $0 |
| MARILYN PRICE MD | TRUSTEE Trustee or director | 1 | $0 |
| DEAN NICASTRO ESQ | TRUSTEE Trustee or director | 1 | $0 |
| MATT HITRON MD | TRUSTEE Trustee or director | 1 | $0 |
| M DONNA YOUNGER MD | TRUSTEE Trustee or director | 1 | $0 |
| MARCIA FRANKLIN MD | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN F BORUS MD | TRUSTEE Trustee or director | 1 | $0 |
| MARK A ROCKOFF MD | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| AMY E VINSON MD | TREASURER Trustee or director, Officer | 1 | $0 |
| DENNIS DIMITRI MD | TRUSTEE Trustee or director | 1 | $0 |
| DONNA M NORRIS MD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DANIA ALI-AHMAD MD | SECRETARY Trustee or director, Officer | 1 | $0 |
| LISA I IEZZONI MD | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD W DUNLAP MD | TRUSTEE Trustee or director | 1 | $0 |
| MARILYN PRICE MD | TRUSTEE Trustee or director | 1 | $0 |
| DEAN NICASTRO ESQ | TRUSTEE Trustee or director | 1 | $0 |
| MATT HITRON MD | TRUSTEE Trustee or director | 1 | $0 |
| M DONNA YOUNGER MD | TRUSTEE Trustee or director | 1 | $0 |
| MARCIA FRANKLIN MD | TRUSTEE Trustee or director | 1 | $0 |
| CHARLES A WELCH MD | TRUSTEE Trustee or director | 1 | $0 |
| MARK A ROCKOFF MD | PRESIDENT Trustee or director, Officer | 2 | $0 |
| AMY E VINSON MD | TREASURER Trustee or director, Officer | 1 | $0 |
| DENNIS DIMITRI MD | TRUSTEE Trustee or director | 1 | $0 |
| DONNA NORRIS MD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DANIA ALI-AHMAD MD | SECRETARY Trustee or director, Officer | 1 | $0 |
| LISA I IEZZONI MD | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD W DUNLAP MD | TRUSTEE Trustee or director | 1 | $0 |
| MARILYN PRICE MD | TRUSTEE Trustee or director | 1 | $0 |
| DEAN NICASTRO ESQ | TRUSTEE Trustee or director | 1 | $0 |
| MATT HITRON MD | TRUSTEE Trustee or director | 1 | $0 |
| M DONNA YOUNGER MD | TRUSTEE Trustee or director | 1 | $0 |
| MARCIA FRANKLIN MD | TRUSTEE Trustee or director | 1 | $0 |
| CHARLES A WELCH MD | TRUSTEE Trustee or director | 1 | $0 |
| MARK A ROCKOFF MD | PRESIDENT Trustee or director, Officer | 2 | $0 |
| AMY E VINSON MD | TREASURER Trustee or director, Officer | 1 | $0 |
| DENNIS DIMITRI MD | TRUSTEE Trustee or director | 1 | $0 |
| DONNA NORRIS MD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DANIA ALI-AHMAD MD | SECRETARY Trustee or director, Officer | 1 | $0 |
| LISA I IEZZONI MD | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 860 WINTER ST, WALTHAM, MA 02451-1449
- In care of
- % CHARLES G SHEDD MD
- Principal officer (990 for 2024)
- DONNA M NORRIS MD, 860 WINTER STREET, WALTHAM, MA 02451
- Signed the 990
- DONNA M NORRIS MD, PRESIDENT
- Phone
- (781) 434-7809
- Return prepared by
- GREGORY M ELIASEN CPA PC
Mission
SEE SCHEDULE OMASSACHUSETTS MEDICAL BENEVOLENT SOCIETY (THE "SOCIETY") IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED IN MARCH 1857 TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF THE MEDICAL PROFESSION, THEIR WIDOWS AND THEIR CHILDREN. THE MISSION OF THE MMBS IS TO SUPPORT THE RECOVERY AND REHABILITATION OF THE MA PHYSICIANS AND THEIR FAMILIES FROM PERSONAL, PROFESSIONAL OR FINANCIAL CRISIS, BY PROVIDING TIME-TARGETED FINANCIAL ASSISTANCE. THE SOCIETY'S COLLEGIAL OUTREACH HELPS MEMBERS OF THE MEDICAL FAMILY HOLD TO THEIR POTENTIAL AS VALUED MEMBERS OF THE PROFESSION AND THE COMMUNITY.
Program accomplishments
- THE SOCIETY PROVIDES DIRECT ASSISTANCE IN THE FORM OF FINANCIAL AND OTHER ASSISTANCE TO INDIVIDUALS ON "NEED BASE" ASSESSMENT THAT IS DETERMINED BY PROFESSIONAL SOCIAL WORKERS AND APPROVED BY THE BOARD OF TRUSTEES. CRITERIA OF NEED ASSESSMENT IS BASED ON AN EVALUATION OF EACH INDIVIDUAL CASE AND A REVIEW OF THE CIRCUMSTANCE THAT LED TO THE REQUEST FOR ASSISTANCE.Expenses $124,700 · grants $124,700
- SERVICES OF SOCIAL WORKERS TO EVALUATE THE FINANCIAL AND SOCIAL NEEDS OF INDIVIDUALS THAT HAVE BEEN REFERRED TO THE SOCIETY AS A POTENTIAL BENEFICIARY.Expenses $18,476
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 23-7089741
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1959
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E00J)
- Assets (IRS master file)
- $8,839,705
- Income (IRS master file)
- $1,555,172
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $524,705 | $180,514 | $8,839,705 | XML |
| 990 | October 2024 | $412,957 | $161,708 | $7,948,630 | XML |
| 990 | October 2023 | $316,751 | $180,080 | $6,589,470 | XML |
| 990 | October 2022 | $339,855 | $191,853 | $6,351,421 | IRS |
| 990 | October 2021 | $414,538 | $117,881 | $7,483,754 | IRS |
| 990 | October 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7089741).
Questions about MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY
- What is the EIN of MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY?
- The employer identification number (EIN) of MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY is 23-7089741.
- Is MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY?
- The 990 for the year ended October 31, 2025 names DONNA M NORRIS MD.
- Who are the officers and directors of MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY?
- The 990 for the year ended October 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $524,705, expenses of $180,514 and total assets of $8,839,705 at year end.
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