2025-08-18T15:24:14-05:00 2024-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2024-01-01 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 2025-08-14 1 1 MARY-ANN F SCHALLER P00125034 2154414600 2024 2025-03-06 01:10:19Z HEATHER A WILSON MSW C 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 4634553 0 X WWW.FOUNDATIONPAMEDSOC.ORG X 2013 PA SEE SCHEDULE O 12 12 25 30 449732 0 1479523 1724291 1138188 2503566 188522 406696 0 0 2806233 4634553 106200 150100 0 0 1848275 2401653 0 0 247576 831243 871215 2785718 3422968 20515 1211585 12402940 13928840 1240933 1301834 11162007 12627006 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 SUSTAIN THE FUTURE OF MEDICINE. 1 0 967872 0 1144350 NURSES' HEALTH PROGRAM (NHP) PROVIDES PEER ASSISTANCE MONITORING TO PENNSYLVANIA NURSES, DIETITIAN-NUTRITIONISTS, AND STUDENT NURSES WHO ARE EXPERIENCING ISSUES RELATED TO SUBSTANCE USE DISORDERS, MENTAL HEALTH OR OTHER BEHAVIORAL CONCERNS. NHP PEER ASSISTANCE MONITORING ALLOWS FOR THE COLLECTION OF DOCUMENTATION TO MAKE SURE THAT PARTICIPANTS ARE HEALTHY AND CAN SAFELY PRACTICE THEIR CHOSEN PROFESSIONS. IN 2024, THE NHP RECEIVED 858 REFERRALS, AND MONITORED OVER 749 ACTIVE CASES. 774828 0 531021 PHYSICIANS' HEALTH PROGRAM (PHP) PROVIDES PEER ASSISTANCE 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 PEER ASSISTANCE MONITORING ALLOWS FOR THE COLLECTION OF DOCUMENTATION TO MAKE SURE THAT PARTICIPANTS ARE HEALTHY AND CAN SAFELY PRACTICE THEIR CHOSEN PROFESSIONS. IN 2024, THE PHP RECEIVED 197 REFERRALS, AND MONITORED OVER 360 ACTIVE CASES. 583671 0 492714 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 2024, 49 PHYSICIANS COMPLETED THEIR RESPECTIVE LIFEGUARD PATHWAY. 106115 98590 NUMBER OF OTHER PROGRAM SERVICE ACTIVITIES CONDUCTED DURING THE YEAR, INCLUDING BOOKKEEPING AND OTHER SERVICES. 410015 150100 236891 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 2024, 62 LOANS TOTALING $795,000 AND 28 SCHOLARSHIPS TOTALING $150,100 WERE AWARDED. SINCE 1948, OVER $25.5 MILLION IN LOANS AND SCHOLARSHIPS HAVE BEEN AWARDED TO 4,893 STUDENTS. 516130 150100 335481 2842501 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 28 0 1 25 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 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 SARAH AL-OBAYDI MD MPH TRUSTEE 0.50 0.50 X 0 0 0 ARA KHOYLYAN STUDENT TRUSTEE ELECT 0.50 0.50 X 0 0 0 HEATHER A WILSON MSWCFRECAEFCPP SECRETARY & EXECUTIVE DIRE 12.00 28.00 X X 69250 153815 58529 LAWRENCE R JOHN MD TRUSTEE 0.50 0.50 X 0 0 0 KENNETH M CERTA MD TRUSTEE 0.50 0.50 X 0 0 0 LYNDA THOMAS-MABINE MD FACOG TRUSTEE 0.50 0.50 X 0 0 0 MARTIN P RANIOWSKI MA CAE FCPP TRUSTEE 0.50 39.50 X 0 314299 68036 PAUL F DENDE DO FACP VICE CHAIR 0.50 1.00 X X 0 0 0 VIRGINIA E HALL MD FACOG FACP CHAIR 0.50 0.50 X X 0 0 0 WILLIAM J WEST JR MD TREASURER 0.50 0.50 X X 0 0 0 WILLIAM R DEWAR III MD FACP TRUSTEE 0.50 1.00 X 0 0 0 STACIE KERBEL STUDENT TRUSTEE 0.50 0.50 X 0 0 0 ANNETTE M WEAVER SENIOR DIRECTOR OF FINANCE 40.00 X 127724 0 34327 EDWIN KIM MD MEDICAL DIRECTOR 19.00 X 133627 0 0 RAYMOND TRUEX MD MEDICAL DIRECTOR 19.00 X 113739 0 0 TRACEY ZIEGLER LIFEGUARD DIRECTOR 40.00 X 106473 0 37470 CHARLES BURNS MEDICAL DIRECTOR 19.00 X 118560 0 0 669373 468114 198362 5 0 1 0 0 1724291 1724291 SPECIAL PROJECT INCOME 900099 2266829 1817097 449732 STUDENT LOAN INCOME 900099 236737 236737 2503566 207255 207255 199441 0 199441 199441 199441 4634553 2460530 449732 0 X 150100 150100 87059 87059 2182475 1754399 246729 181347 132119 100410 19818 11891 40103 40103 506585 489921 16664 37448 11493 605 25350 74391 66433 3726 4232 35064 33028 1486 550 15644 15041 15 588 19233 12376 6857 74053 59314 12254 2485 COMMUNICATIONS/PUBLICAT 45807 41686 474 3647 DUES/LICENSES/SUBSCRIPT 12722 11076 824 822 BAD DEBT 10165 10165 0 0 3422968 2842501 332891 247576 1060062 1413793 3735 0 147347 310688 4335414 4739058 24809 22946 244587 202363 48374 42224 5343001 5944177 1440198 1455954 12402940 13928840 1158536 1205134 82397 96700 1240933 1301834 X 8037289 8860020 3124718 3766986 11162007 12627006 12402940 13928840 X 1211585 251607 1805 X X 0 1 X 1 0 X 5374530 1668274 1816270 1479523 1724291 12062888 1210843 1297891 1243912 1138188 2503566 7394400 6585373 2966165 3060182 2617711 4227857 19457288 0 0 0 19457288 92926 93854 115682 181395 207255 691112 92926 93854 115682 181395 207255 691112 5332 1798 7130 6683631 3061817 3175864 2799106 4435112 20155530 0.96540 0.96800 0.03430 0.03120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5994444 1000 485951 181553 6299842 5361405 500 812061 179522 5994444 6292652 5197 -919187 17257 5361405 5841268 618111 166727 6292652 5490832 512747 162311 5841268 0.74000 0.25000 0.01000 1 1 1 244587 202363 42224 42224 BENEFICIAL INTEREST IN PERPETUAL TRUST 822621 CONTRIBUTIONS RECEIVABLE FROM SPLIT INTEREST AGREEMENT 142281 ACCRUED INTEREST RECEIVABLE 252652 PENSION ASSET 238400 1455954 X 4943358 251607 55393 1805 308805 4634553 0 4634553 3478361 55393 55393 3422968 0 3422968 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 PEER ASSISTANCE 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, 2024, 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, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,805. 1 ACMS MEDICAL STUDENT SCHOLARSHIP 1 4000 ALLIANCE MEDICAL EDUCATION SCHOLARSHIP 7 18500 DR. SATISH & RUPAL SHAH FAMILY SCHOLARSHIP 1 3300 ENDOWMENT FOR S. ASIAN STUDENTS OF INDIAN DESCENT 1 5000 LEHIGH COUNTY MEDICAL AUXILIARY SCHOLARSHIP AND EDUCATION (LECOMASE) FUND 1 6000 LINA & JITENDRA SHAH SCHOLARSHIP 4 20000 LYCOMING COUNTY MEDICAL SOCIETY 2 12000 MONTGOMERY COUNTY MEDICAL SOCIETY SCHOLARSHIP 2 5000 MYRTLE SIEGFRIED, MD AND MICHAEL VIGILANTE, MD 1 2500 SCOTT A. GUNDER, MD, DCMS PRESIDENTIAL 1 1500 SYNDER, UNION, & NORTHUMBERLAND COUNTIES MEDICAL STUDENT (SUN) 3 30000 THE FOUNDATION EDUCATION AWARD 1 7500 TRUEX FAMILY SCHOLARSHIP 1 4000 TRUDELL MEDICAL EXCELLENCE SCHOLARSHIP 2 30000 JACK GREENSPAN AWARDS 2 800 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 314299 0 0 0 0 0 29540 0 38496 0 382335 0 0 HEATHER A WILSON MSWCFRECAEFCPP SECRETARY & EXECUTIVE DIRE 69250 153815 0 0 0 0 6925 16158 10884 24562 87059 194535 0 0 ANNETTE M WEAVER SENIOR DIRECTOR OF FINANCE 127724 0 0 0 0 0 13262 0 21065 0 162051 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 III, LINE 2 NURSES' HEALTH PROGRAM (NHP) PROVIDES PEER ASSISTANCE MONITORING TO PENNSYLVANIA NURSES, DIETITIAN-NUTRITIONISTS, AND STUDENT NURSES WHO ARE EXPERIENCING ISSUES RELATED TO SUBSTANCE USE DISORDERS, MENTAL HEALTH OR OTHER BEHAVIORAL CONCERNS. NHP PEER ASSISTANCE MONITORING ALLOWS FOR THE COLLECTION OF DOCUMENTATION TO MAKE SURE THAT PARTICIPANTS ARE HEALTHY AND CAN SAFELY PRACTICE THEIR CHOSEN PROFESSIONS. IN 2024, THE NHP RECEIVED 858 REFERRALS, AND MONITORED OVER 749 ACTIVE CASES. 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 489,921. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 16,664. TOTAL EXPENSES 506,585. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 1,805. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 0. 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