2023-09-13T12:20:22-05:00 2022-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2022-01-01 371732501 THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY FOUN 7175587810 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 HEATHER A WILSON MSW CFRE CAE BOARD SECRETARY 7175587810 2023-09-08 1 HEATHER WILSON MSW CFRE CAE 999009999 0 CHRISTOPHER M PEKULA P00734965 2154414600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER A WILSON MSW C 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 3182138 0 X WWW.FOUNDATIONPAMEDSOC.ORG X 2013 PA SEE SCHEDULE O 13 13 16 26 388872 0 1668274 1816270 1297891 1243912 354909 121956 1798 0 3322872 3182138 3989000 92000 0 0 1308155 1668220 0 0 208899 895771 715323 6192926 2475543 -2870054 706595 11974224 11486987 1505587 892576 10468637 10594411 X THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY PROVIDES PROGRAMS AND SERVICES FOR INDIVIDUAL PHYSICIANS AND OTHERS THAT IMPROVE THE WELL-BEING OF PENNSYLVANIANS AND SUSTAINS THE FUTURE OF MEDICINE. 0 0 796700 520356 PHYSICIANS' HEALTH PROGRAM (PHP) PROVIDES MONITORING SERVICES TO PENNSYLVANIA PHYSICIANS, PHYSICIAN ASSISTANTS, DENTISTS, AND OTHER ELIGIBLE LICENSED PROFESSIONALS AND TRAINEES WHO ARE EXPERIENCING ISSUES RELATED TO SUBSTANCE USE DISORDERS, MENTAL HEALTH OR OTHER BEHAVIORAL CONCERNS. PHP MONITORING ALLOWS FOR THE COLLECTION OF DOCUMENTATION TO MAKE SURE THAT PARTICIPANTS ARE HEALTHY AND CAN SAFELY PRACTICE THEIR CHOSEN PROFESSIONS. IN 2022, THE PHP RECEIVED 148 REFERRALS, AND MONITORED OVER 333 ACTIVE CASES 748396 493723 LIFEGUARD, A NATIONALLY RECOGNIZED PROGRAM, IS A VANGUARD FOR ADDRESSING CLINICAL COMPETENCY ASSESSMENT NEEDS FOR PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. CONCEPTUALIZED BY DOCTORS FOR DOCTORS, LIFEGUARD PROVIDES COMPREHENSIVE ASSESSMENT SERVICES AND RECOMMENDATIONS FOR REMEDIATION TAILORED TO INDIVIDUAL NEEDS. THROUGH INDIVIDUALLY CUSTOMIZED PROGRAMS, LIFEGUARD PROVIDES AN UNBIASED ASSESSMENT OF PHYSICIAN CLINICAL PERFORMANCE WITH THE GOAL OF ENHANCING PATIENT SAFETY AND QUALITY OF CARE. SINCE INCEPTION, LIFEGUARD HAS SERVED PHYSICIANS IN 31 STATES AND THE DISTRICT OF COLUMBIA. IN 2022, 44 PHYSICIANS COMPLETED THEIR RESPECTIVE LIFEGUARD PATHWAY. 142368 161530 STUDENT FINANCIAL SERVICES EASES THE STRESS OF FUNDING A MEDICAL EDUCATION BY OFFERING SCHOLARSHIPS AND AFFORDABLE LOANS WITH PERSONALIZED CUSTOMER SERVICE TO PENNSYLVANIA RESIDENTS ATTENDING MEDICAL SCHOOL. THE STUDENT FINANCIAL SERVICES PROGRAM HELPS MEDICAL STUDENTS FULFILL THEIR DREAMS OF BECOMING PHYSICIANS. IN 2022, 40 LOANS TOTALING $549,613 AND 24 SCHOLARSHIPS TOTALING $92,000 WERE AWARDED. SINCE 1948, OVER $23 MILLION IN LOANS AND SCHOLARSHIPS HAVE BEEN AWARDED TO 4,786 STUDENTS. 199940 92000 68303 OTHER PROGRAM SERVICES - INCLUDES SCHOLARSHIP FUNDS, AND OTHER SERVICES (BOOKKEEPING). 199940 92000 68303 1887404 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X HEATHER A WILSON 7175587810 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 VIRGINIA E HALL MD FACOG FACP CHAIR 0.50 0.50 X X 0 0 0 PAUL F DENDE DO FACP VICE CHAIR 0.50 1.00 X X 0 0 0 WILLIAM J WEST JR MD TREASURER 0.50 0.50 X X 0 0 0 DANIEL B KIMBALL JR MD MACP TRUSTEE 0.50 0.50 X 0 0 0 DONNA BAVER ROVITO TRUSTEE 0.50 0.50 X 0 0 0 KENNETH M CERTA MD TRUSTEE 0.50 0.50 X 0 0 0 GWENDOLYN A POLES DO FACP TRUSTEE 0.50 1.00 X 0 0 0 LYNDA THOMAS-MABINE MD FACOG TRUSTEE 0.50 0.50 X 0 0 0 WILLIAM R DEWAR III MD FACP TRUSTEE 0.50 0.50 X 0 0 0 MARTIN P RANIOWSKI MA CAE FCPP TRUSTEE 0.50 39.50 X 0 293704 68677 JACOB ALBERS TRUSTEE 0.50 0.50 X 0 0 0 HEATHER A WILSON MSWCFRECAEFCPP SECRETARY & EXECUTIVE DIRE 12.00 28.00 X X 64802 143929 57046 JOHN R LAWRENCE MD TRUSTEE 0.50 0.50 X 0 0 0 HEATH MACKLEY MD TRUSTEE 0.50 0.50 X 0 0 0 MARIA POLUCH DIRECTOR - MEDICAL STUDENT TRUSTEE ELECT 0.50 0.50 X 0 0 0 MARCIA A LAMMANDO RN BSN MHSA DIRECTOR, LIFEGUARD 40.00 X 143566 0 34180 ANNETTE M WEAVER SENIOR DIRECTOR OF FINANCE & OPERATIONS 40.00 X 118691 0 32321 EDWIN KIM MD PHP MEDICAL DIRECTOR 40.00 X 130431 0 0 457490 437633 192224 3 0 1 0 0 113991 1702279 1816270 SPECIAL PROJECT INCOME 900099 1082498 693626 388872 STUDENT LOAN INCOME 900099 161414 161414 1243912 115682 115682 6274 0 6274 6274 6274 3182138 976996 388872 0 X 92000 92000 81862 81862 1081373 839904 117646 123823 412033 238069 147422 26542 92952 71084 13943 7925 22967 22967 33045 33045 376008 361524 9336 5148 35562 11951 909 22702 35400 29273 3109 3018 51834 42504 4665 4665 21689 18819 1245 1625 4814 3632 888 294 17574 7239 10335 63193 48119 11587 3487 COMMUNICATIONS/PUBLICAT 43777 34714 411 8652 DUES/LICENSES/SUBSCRIPT 8639 5889 1732 1018 BAD DEBT 599 599 0 0 MISCELLANEOUS 222 222 2475543 1887404 379240 208899 1227730 1551661 85144 221614 4127931 4042876 22049 21927 215245 173580 47132 41665 5231077 4406634 1233161 1200610 11974224 11486987 865387 809126 97019 83450 543181 0 1505587 892576 X 7273800 7857607 3194837 2736804 10468637 10594411 11974224 11486987 X 706595 -935914 355093 X X 0 1 X 1 0 X 1307519 1327174 5374530 1668274 1816270 11493767 1228829 1378096 1210843 1297891 1243912 6359571 2536348 2705270 6585373 2966165 3060182 17853338 0 0 0 17853338 76095 94567 92926 93854 115682 473124 76095 94567 92926 93854 115682 473124 8285 5332 1798 15415 2612443 2808122 6683631 3061817 3175864 18341877 0.97340 0.97490 0.02580 0.02420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6292652 5197 -919187 17257 5361405 5841268 618111 166727 6292652 5490832 512747 162311 5841268 4800162 5 850522 159857 5490832 5306992 1291 -355792 152329 4800162 0.70000 0.30000 0.00000 1 1 1 215245 173580 41665 41665 BENEFICIAL INTEREST IN PERPETUAL TRUST 705526 CONTRIBUTIONS RECEIVABLE FROM SPLIT INTEREST AGREEMENT 136938 ACCRUED INTEREST RECEIVABLE 216674 PENSION ASSET 141472 1200610 X 2301009 -935914 51834 2951 -881129 3182138 0 3182138 2527377 51834 51834 2475543 0 2475543 PART V, LINE 4: PHP ENDOWMENT - FOR THE BENEFIT OF THE PHYSICIANS HEALTH PROGRAM WHICH ASSIST PHYSICIANS, PHYSICIAN ASSISTANTS AND DENTAL PROFESSIONALS WITH CONFIDENTIAL, RELIABLE MONITORING SERVICES FOR INDIVIDUALS WHO MAY BE EXPERIENCING IMPAIRMENT RELATED TO ADDICTION, PHYSICAL OR MENTAL CHALLENGES, OR WORK-RELATED STRESS. THE PHP ENDOWMENT IS NOW UNDER THE PA MEDICAL SOCIETY CHARITABLE TRUST (RELATED PARTY). CONNELL MILLER - QUARTER BENEFICIAL INTEREST IN A SPLIT INTEREST PERPETUAL TRUST. THIS IS A PERMANENTLY RESTRICTED ASSET ON OUR BALANCE SHEET. THE INTEREST ON THE FUND BENEFITS THE STUDENT FINANCIAL SERVICES PROGRAM. PART X, LINE 2: THE FOUNDATION, THE FUND, AND THE TRUST HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(1) OF THE IRC. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. FOR THE YEAR ENDED DECEMBER 31, 2022, THE PAMED FOUNDATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE FOUNDATION, THE FUND, AND THE TRUST ARE POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO DECEMBER 31, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 2,951. 1 ACMS MEDICAL STUDENT SCHOLARSHIP 1 4000 ALLIANCE MEDICAL EDUCATION SCHOLARSHIP 7 18500 BLAIR COUNTY MEDICA SOCIETY SCHOLARSHIO 1 2500 DR. SATISH & RUPAL SHAH FAMILY SCHOLARSHIP 1 10000 ENDOWMENT FOR S. ASIAN STUDENTS OF INDIAN DESCENT 1 5000 LEHIGH COUNTY MEDICAL AUXILIARY SCHOLARSHIP AND EDUCATION (LECOMASE) FUND 2 6000 LINA & JITENDRA SHAH SCHOLARSHIP 3 15000 LYCOMING COUNTY MEDICAL SOCIETY 1 3000 MONTGOMERY COUNTY MEDICAL SOCIETY SCHOLARSHIP 2 5000 MYRTLE SIEGFRIED, MD AND MICHAEL VIGILANTE, MD 1 2000 SCOTT A. GUNDER, MD, DCMS PRESIDENTIAL 1 1500 SYNDER, UNION, & NORTHUMBERLAND COUNTIES MEDICAL STUDENT (SUN) 1 10000 THE FOUNDATION EDUCATION AWARD 1 5500 TRUEX FAMILY SCHOLARSHIP 1 4000 PART I, LINE 2: SCHOLARSHIP RECIPIENTS ARE SELECTED BASED ON MERIT AS DEMONSTRATED IN THE SCHOLARSHIP APPLICATION MATERIALS THAT ARE SUBMITTED FOR SCORING TO THE SCHOLARSHIP REVIEW COMMITTEES. FOUNDATION STAFF AND SCHOLARSHIP COMMITTEES MAINTAIN AWARD GUIDELINES ESTABLISHED IN THE SCHOLARSHIP FUND DEED OF GIFT. SCHOLARSHIP AWARD CHECKS ARE PAID DIRECTLY TO THE RECIPIENT'S MEDICAL SCHOOL. IF THE STUDENT IS NO LONGER ENROLLED OR ON A LEAVE OF ABSENCE, THE MEDICAL SCHOOL MUST RETURN THE FUNDS TO THE FOUNDATION. THE SCHOLARSHIP AWARDS ARE OVERSEEN BY THE FOUNDATION EXECUTIVE DIRECTOR AND THE FOUNDATION BOARD. X X 0 0 0 0 0 0 0 0 0 MARTIN P RANIOWSKI MA CAE FCPP TRUSTEE 0 293704 0 0 0 0 0 30381 0 38296 0 362381 0 0 HEATHER A WILSON MSWCFRECAEFCPP SECRETARY & EXECUTIVE DIRE 64802 143929 0 0 0 0 6480 15120 10580 24866 81862 183915 0 0 MARCIA A LAMMANDO RN BSN MHSA DIRECTOR, LIFEGUARD 143566 0 0 0 0 0 14540 0 19640 0 177746 0 0 0 ANNETTE M WEAVER SENIOR DIRECTOR OF FINANCE & OPERATI 118691 0 0 0 0 0 12381 0 19940 0 151012 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY PROVIDES PROGRAMS AND SERVICES FOR INDIVIDUAL PHYSICIANS AND OTHERS THAT IMPROVE THE WELL-BEING OF PENNSYLVANIANS AND SUSTAIN THE FUTURE OF MEDICINE. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS SUBMITTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C STAFF AND TRUSTEES ARE REQUIRED TO REVIEW AND APPROVE THE CONFLICT OF INTEREST POLICY ANNUALLY WHILE UPDATING IT FOR ANY KNOWN CHANGES AND ADDITIONAL POTENTIAL CONFLICTS OF INTEREST AS NECESSARY. ADDITIONALLY, IF ANY POTENTIAL CONFLICTS OF INTEREST ARISE DURING THE YEAR, STAFF AND TRUSTEES ARE REQUIRED TO NOTIFY THE BOARD OF TRUSTEES AND LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 PERIODIC RESEARCH AND COMPARISON OF COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER STAFF POSITIONS IS CONDUCTED OF SIMILAR NOT-FOR-PROFIT ORGANIZATIONS. THE BOARD OF TRUSTEES APPROVES THE LEVEL OF COMPENSATION FOR THE EXECUTIVE DIRECTOR AND REVIEWS OTHER STAFFING COMPENSATION ANNUALLY. SUCH RESEARCH, REVIEW AND APPROVAL IS DOCUMENTED AND RETAINED. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 361,524. MANAGEMENT AND GENERAL EXPENSES 9,336. FUNDRAISING EXPENSES 5,148. TOTAL EXPENSES 376,008. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 2,951. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 352,142. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MEDICAL LEGACY FUND 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 251672047 SERVES AS A VEHICLE FOR ACCEPTING DEFERRED DONATIONS. PA 501(C)(3) LINE 12A, I N/A 0 PENNSYLVANIA MEDICAL ACTION COMMITTEE 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 331113251 SOLICITS MONEY IN ORDER TO MAKE CONTRIBUTIONS TO POLITICAL CANDIDATES PA 527 N/A 0 PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 231570227 PROFESSIONAL MEMBERSHIP ORGANIZATION OF DOCTORS PA 501(C)(6) N/A 0 PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 231511600 HOLDS THE PHP ENDOWMENT FUND AND ANY FUTURE ENDOWED GIFTS PA 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0