2024-11-01T19:39:47-05:00 2023-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2023-01-01 237003581 COMMUNITY SERVICE EDUCATION & RESEARCH FUND OF THE SEDMS COMM 9164515235 5380 ELVAS AVENUE SACRAMENTO CA 95819 AILEEN WETZEL CHIEF EXECUTIVE DIRECTOR 9164515235 2024-11-01 1 1 CATHERINE L GRAY CPA P01294460 9094664410 2024-11-01 2023 2024-10-15 13:58:12Z X AILEEN WETZEL 5380 ELVAS AVENUE SACRAMENTO CA 95819 778622 0 X WWW.SSVMS.ORG X 1966 CA CSERF PROVIDES SCHOLARSHIPS TO MEDICAL STUDENTS AND CONDUCTS THE SACRAMENTO PHYSICIAN'S INITIATIVE TO REACH-OUT, INNOVATE AND TEACH (SPIRIT) PROGRAM WHICH PROVIDES MEDICAL CARE TO THE UNDER-SERVED, UNINSURED, AND INDIGENT POPULATION THROUGH VOLUNTEER EFFORTS. 15 15 7 111 0 0 690696 507549 232567 124164 58074 15045 1446 556 982783 647314 20989 29519 0 0 446383 511536 0 0 0 363290 225097 830662 766152 152121 -118838 4932708 5170769 191706 144957 4741002 5025812 X CSERF'S ORIGINAL MISSION TO PROVIDE SCHOLARSHIPS TO DESERVING MEDICAL STUDENTS WAS EXPANDED IN 1997 TO INCLUDE OTHER COMMUNITY PROGRAMS THAT FURTHER THE PROTECTION TO PUBLIC HEALTH BY THE PROMOTION OF ETHICAL AND PROFESSIONAL MEDICAL CARE. 0 0 693174 29519 124720 ESTABLISHED IN 1995 WITH A GRANT FROM THE ROBERT WOOD JOHNSON FOUNDATION, THE SACRAMENTO PHYSICIANS' INITIATIVE TO REACH OUT, INNOVATE AND TEACH (SPIRIT) SEEKS TO INCREASE AND ENHANCE PHYSICIAN RESPONSE TO THE MEDICAL NEEDS OF SACRAMENTO COUNTY'S MEDICALLY INDIGENT POPULATION THROUGH VOLUNTEERISM. KAISER PERMANENTE, UC DAVIS HEALTH SYSTEM, DIGNITY HEALTH, SUTTER MEDICAL CENTER SACRAMENTO/SUTTER MEDICAL GROUP, COUNTY OF SACRAMENTO, AND SEROTONIN SURGE CHARITIES EACH MADE A CASH CONTRIBUTION TO PROVIDE THE NECESSARY COORDINATION AND SUPPORT FOR THE PROJECT.IN ADDITION, SPIRIT RECEIVED SERVICES IN SUPPORT OF DONATED SURGERIES AT KAISER, SUTTER AMBULATORY SURGERY CENTERS, AND MERCY IN THE FORM OF FACILITY USE AS WELL AS PERSONNEL SUPPORT FOR SURGICAL SERVICES. SPIRIT RECRUITS, PLACES, AND COORDINATES REFERRALS TO VOLUNTEER PHYSICIANS IN LOCAL CLINICS, HOSPITALS AND OFFICES WHO PROVIDE FREE PRIMARY, SPECIALTY AND SURGICAL CARE TO MEDICALLY INDIGENT PATIENTS IN SACRAMENTO COUNTY. WITH THE HELP OF SPIRIT VOLUNTEER PHYSICIANS, CLINICS CAN PROVIDE PRIMARY CARE SERVICES TO MORE PATIENTS THAN COULD OTHERWISE BE SEEN, AND PATIENTS CAN RECEIVE SPECIALTY AND SURGICAL SERVICES NOT READILY AVAILABLE THROUGH THE COUNTY CLINIC SYSTEM. IN 2023, PHYSICIANS VOLUNTEERED A TOTAL OF 478 HOURS, TREATING 288 PATIENTS FOR AN ESTIMATED DONATED SERVICE VALUE IN THE AMOUNT OF $429,774. THE MUSEUM OCCUPIES AN AREA OF THE GROUND FLOOR OF THE SOCIETY'S BUILDING. IN ADDITION TO BEING OPEN DURING REGULAR BUSINESS HOURS FOR THE HUNDREDS OF VISITS FROM THE GENERAL PUBLIC, CSERF PROMOTES PUBLIC SCHOOL TOURS OF THE MUSEUM BY OFFERING A SMALL GRANT TO SCHOOL APPLICANTS SUFFICIENT TO COVER THE COST OF LOCAL TRANSPORTATION. IN 2023, THE MUSEUM SCHEDULED AND HOSTED 35 TOURS. THE TOURS INCLUDED ELEMENTARY SCHOOLS, MIDDLE AND HIGH SCHOOLS AND ADULT VOCATIONAL PROGRAMS. THE MUSEUM IS MANAGED BY THE SOCIETY'S HISTORICAL COMMITTEE WHOSE MEMBERS SERVE ON A VOLUNTEER BASIS. THE SSVMS MEDICAL STUDENT SCHOLARSHIP FUND (SCHOLARSHIP FUND) HELPS SUPPORT DESERVING STUDENTS WHO GRADUATED FROM LOCAL AREA HIGH SCHOOLS TO PURSUE THEIR MEDICAL EDUCATION. TOTAL DONATIONS AND OTHER CONTRIBUTIONS FOR THE 2023 YEAR WERE $25,560, INTEREST, DIVIDENDS AND INVESTMENT GAINS NETTED TO A GAIN OF$57,877, AWARDED SCHOLARSHIPS WAS $29,000, AND ADMINISTRATIVE EXPENSES WERE $3,462, FOR A TOTAL NET GAIN IN THE AMOUNT OF $50,975. DONATIONS, CONTRIBUTIONS, AND INVESTMENT RETURNS WERE REPORTED AS AN INCREASE TO THE NET ASSETS WITH DONOR RESTRICTIONS IN THE CSERF FUND. THE ENDING BALANCE IN THE SCHOLARSHIP FUND AT DECEMBER 31, 2023, WAS $793,275 OF WHICH, $788,825 WAS RESTRICTED FOR ENDOWMENT AND $4,450 WAS ATTRIBUTABLE TO THE ACCUMULATED INVESTMENT GAIN. JOY OF MEDICINE- THE JOY OF MEDICINE PROGRAM RELIEVES PHYSICIAN PAIN AND HELPS THEM TO RECLAIM THE JOY OF PRACTICING MEDICINE THROUGH EDUCATION, ADVOCACY AND PROGRAM SERVICES DESIGNED TO NURTURE INDIVIDUAL WELL-BEING AND COLLEGIALITY AND TO PROMOTE SYSTEMS-WIDE CHANGES. THROUGH THE JOY OF MEDICINE PROGRAM, SSVMS SUPPORTS PHYSICIAN WELLNESS AND PERSONAL RESILIENCE THROUGH NO-COST COUNSELING AND EDUCATION, CONNECTING WITH COLLEAGUES THROUGH SOCIALS AND PHYSICIANS PEER GROUPS, AND COLLABORATING WITH LEADERS TO FOSTER A CULTURE OF WELLNESS IN THE LOCAL PHYSICIAN COMMUNITY. 693174 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 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 18 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X THE ORGANIZATION 9164515235 5380 ELVAS AVENUE SACRAMENTO CA 95819 KAREN HOPP DIRECTOR 4.00 4.00 X 0 0 0 JOHN COBURN MD DIRECTOR 4.00 4.00 X 0 0 0 J BIANCA ROBERTS MD PRESIDENT 4.00 4.00 X X 0 0 0 PAUL REYNOLDS IMMEDIATE PAST PRESIDENT 4.00 4.00 X X 0 0 0 SHIDEH CHINICHIAN MD DIRECTOR 4.00 4.00 X 0 0 0 JANINE BERA MD DIRECTOR 4.00 4.00 X 0 0 0 SUSAN MURIN DIRECTOR 4.00 4.00 X 0 0 0 ADAM DOUGHERTY MD SECRETARY 4.00 4.00 X X 0 0 0 CHRISTINA Y BILYEU MD DIRECTOR 4.00 4.00 X 0 0 0 REMINDER GILL MD DIRECTOR 4.00 4.00 X 0 0 0 FARZAM GOROUHI MD DIRECTOR 4.00 4.00 X 0 0 0 RAVINDER KHAIRA MD DIRECTOR 4.00 4.00 X 0 0 0 RODERICK VITANGCOL MD TREASURER 4.00 4.00 X X 0 0 0 VANESSA J WALKER DO PRESIDENT ELECT 4.00 4.00 X X 0 0 0 LISA GUIRGUIS MD DIRECTOR 4.00 4.00 X 0 0 0 AILEEN WETZEL CHIEF EXECUTIVE OFFICER 1.00 40.00 X 0 426122 77377 LINDSAY COATE VP OF STRATEGIC OPERATIONS 40.00 X 139055 0 35280 JUDITH CITRINO DIR OF FINANCE & ADMINISTR 1.00 40.00 X 0 114550 17555 139055 540672 130212 1 0 1 0 0 128094 379455 507549 JOY OF MEDICINE 900099 124164 124164 124164 146353 146353 131308 -131308 -131308 -131308 MISCELLANEOUS 900099 556 556 556 647314 124720 0 15045 X 29519 29519 394029 394029 89110 89110 28397 28397 19176 19176 18049 18049 81580 81580 26981 26981 17242 17242 15000 15000 13282 13282 2311 2311 2989 2989 PROGRAM EVENT 19793 19793 DUES AND SUBSCRIPTIONS 4481 4481 COMMUNICATIONS 2311 2311 MERCHANT FEES 843 843 1059 600 459 766152 693174 72978 0 440853 373734 262004 135420 30476 18557 1894 1894 0 0 3988626 4432309 210749 210749 4932708 5170769 61947 74838 95923 33836 70119 191706 144957 X 3998702 4232537 742300 793275 4741002 5025812 4932708 5170769 -118838 403648 0 X 0 1 X 1 0 X 329782 358305 615494 923263 507549 2734393 329782 358305 615494 923263 507549 2734393 691598 2042795 109034 111574 73280 98021 146353 538262 3272655 294151 0.62420 0.64580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 742300 25560 57877 32462 793275 822245 18497 -78442 20000 742300 802576 19669 822245 759802 14733 60588 32547 802576 703438 16120 64197 23953 759802 1.00000 0 0 1894 1894 0 0 INVESTMENT 4432309 F 4432309 DUE TO OTHERS 25119 REFUNDABLE ADVANCE 45000 70119 X 1480736 403648 429774 833422 647314 0 647314 1195926 429774 429774 766152 0 766152 PART III, LINE 4: THE ENTITY MANAGES THE SIERRA SACRAMENTO VALLEY MEDICAL HISTORY MUSEUM WHICH HOLDS MANY ITEMS OF HISTORICAL SIGNIFICANCE TO THE FIELD OF MEDICINE. THE MUSEUM SPONSORS LOCAL AREA PUBLIC SCHOOLS TO TAKE TOURS OF THE MUSEUM AS PART OF THEIR CURRICULUM AND TO PROMOTE INTEREST IN THE FIELD OF MEDICINE AMONG YOUNG PEOPLE. THE MUSEUM IS OPEN TO THE PUBLIC AND RECEIVES MANY VISITORS DURING THE YEAR. THE MUSEUM PROMOTES THE ORGANIZATION'S MISSION WHICH IS DEDICATED TO THE PROMOTION OF PUBLIC HEALTH THROUGH THESE EDUCATIONAL ENDEAVORS AND BY PROVIDING A REGIONAL HISTORY OF PUBLIC HEALTH. PART X, LINE 2: THE SOCIETY HOLDS A NUMBER OF TAX POSITIONS RELATIVE TO ITS STATUS AS AN EXEMPT ORGANIZATION AND TO THE STREAM OF REVENUES THAT WOULD OTHERWISE BE TAXABLE. THE SOCIETY HAS ALSO DEVELOPED POSITIONS RELATIVE TO THE DEDUCTIONS TAKEN AGAINST UNRELATED BUSINESS INCOME THAT RESULT IN A TAX BENEFIT. FINALLY, THE SOCIETY HAS DEVELOPED POSITIONS RELATIVE TO CERTAIN TRANSACTIONS BETWEEN THE SOCIETY A 501(C)(6) ORGANIZATION AND THE COMMUNITY SERVICE EDUCATION AND RESEARCH FUND, A SPECIALIZED FUND WITH EXEMPT 501(C)(3) STATUS GOVERNED BY THE SOCIETY'S BOARD. NO PROVISION FOR UNRECOGNIZED TAX BENEFITS HAVE BEEN MADE AS MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE SOCIETY WILL PREVAIL IN ITS POSITIONS. 1 SCHOLARSHIP AWARDS 29519 PART I, LINE 2: THE ORGANIZATION PROVIDES SCHOLARSHIPS TO DESERVING MEDICAL STUDENTS WHO HAVE GRADUATED FROM HIGH SCHOOL IN EL DORADO, SACRAMENTO, OR YOLO COUNTIES. SCHOLARSHIPS ARE SELECTED THROUGH A FORMAL PROCESS THAT INCLUDES AN APPLICATION REQUIRING, AMONG OTHER THINGS, PROOF OF CURRENT ENROLLMENT IN AN ACCREDITED MEDICAL SCHOOL AND PROOF OF FINANCIAL NEED FOR EDUCATIONAL COSTS. X 0 0 0 0 0 0 0 0 0 AILEEN WETZEL CHIEF EXECUTIVE OFFICER 0 351922 0 71800 0 2400 0 49500 0 27877 0 503499 0 0 LINDSAY COATE VP OF STRATEGIC OPERATIONS 139055 0 0 0 0 0 22045 0 13235 0 174335 0 0 0 AMENDED STATEMENT OF PROGRAM ACCOMPLISHMENTS PART III LINE 4C THE RETURN IS BEING AMENDED TO REFLECT THE CURRENT YEAR ACCOMPLISHMENTS FOR LINE 4C OF PROGRAM ACCOMPLISHMENTS. FORM 990, PART VI, SECTION A, LINE 2 THE EXECUTIVE DIRECTOR IS EMPLOYED BY A RELATED ENTITY IN WHICH ALL CURRENT BOARD MEMBERS ALSO SERVE IN AN OFFICER OR DIRECTOR ROLE: THUS A BUSINESS RELATIONSHIP EXSISTS. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY IS A MEMBERSHIP ORGANIZATION COMPRISED OF MEMBERS OF DOCTORS PRACTICING IN SACRAMENTO, YOLO AND EL DORADO COUNTIES. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY'S MEMBERS ANNUALLY ELECT THE BOARD OF DIRECTORS WITH REPRESENTATIVE CANDIDATES FROM THE VARIOUS DISTRICTS MAKING UP THE SOCIETY'S GEOGRAPHIC AND OTHER DISTINCTIONS TO ENSURE FULL REPRESENTATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOCIETY'S MEMBERS MUST APPROVE ANY CHANGES TO THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B THE SOCIETY'S EXECUTIVE COMMITTEE AS DEFINED IN THE SOCIETY'S BYLAWS, REVIEW THE 990 BEFORE IT IS FINALIZED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICES. QUESTIONS GENERATED DURING THIS REVIEW PROCESS ARE ANSWERED BY THE SOCIETY'S BOOKKEEPER OR THE EXECUTIVE DIRECTOR, OR ARE REFERRED TO THE PAID PREPARER. THE PAID PREPARER REVIEWS THE RETURN WITH THE EXECUTIVE DIRECTOR AND THE BOOKKEEPER PRIOR TO SUBMISSION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REPORTS ON THIS ACTIVITY TO THE BOARD IN ENTIRETY AT THE FIRST AVAILABLE REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. ONGOING MONITORING IS ACHIEVED BY REQUIRING ALL BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST AT EACH AND EVERY BOARD MEETING AND TO RECUSE THEMSELVES FROM VOTING ON IDENTIFIED CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR ACCESS TO THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROCESSED BY THE SOCIETY'S ASSOCIATE DIRECTOR UPON REQUEST. THE PUBLIC MAY EITHER COME TO THE SOCIETY'S OFFICES OR CAN ALSO REQUEST COPIES. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 81,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,580. SACRAMENTO SOCIETY FOR MEDICAL IMP 5380 ELVAS AVENUE SACRAMENTO CA 95819 941149667 MEDICAL SOCIETY CA 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0