2025-10-07T17:06:43-05:00 2024-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2024-01-01 237003581 COMMUNITY SERVICE EDUCATION & RESEARCH FUND OF THE SEDMS COMM 9164515235 5380 ELVAS AVENUE SACRAMENTO CA 95819 AILEEN WETZEL EXECUTIVE DIRECTOR 9164515235 2025-10-06 1 1 MEGAN L KOZIOL CPA P01544037 4023302660 2025-10-06 2024 2025-03-06 01:10:19Z AILEEN WETZEL 5380 ELVAS AVENUE SACRAMENTO CA 95819 950442 0 X WWW.SSVMS.ORG X 1966 CA TO FURTHER THE PROTECTION TO PUBLIC HEALTH BY PROMOTING ETHICAL AND PROFESSIONAL MEDICAL CARE. 15 15 7 91 0 0 507549 564841 124164 142956 15045 242353 556 292 647314 950442 29519 22276 0 0 511536 625108 0 0 0 225097 198217 766152 845601 -118838 104841 5170769 5439884 144957 213550 5025812 5226334 X TO PROVIDE SCHOLARSHIPS TO DESERVING MEDICAL STUDENTS AND TO FURTHER THE PROTECTION TO PUBLIC HEALTH BY THE PROMOTION OF ETHICAL AND PROFESSIONAL MEDICAL CARE. 0 0 574793 143248 GENERAL ACTIVITIES, INCLUDING: JOY OF MEDICINE AND RX SAFE PHYSICIANSTHE 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.THE RX SAFE PHYSICIANS PROGRAM IS A PARTNERSHIP WITH THE SACRAMENTO COUNTY OPIOID TASK FORCE AND PARTNERS IN CARE OF EL DORADO COUNTY. THIS PHYSICIAN LED COALITION INCLUDES COMMUNITY MEMBERS AND EXPERTS COLLABORATING TO PREVENT OPIOID MISUSE AND ABUSE TO HELP SAVE LIVES AND PROMOTE WELLNESS. THE PROGRAM FOCUSES ON EDUCATING PROVIDERS REGARDING SAFE PRESCRIBING, PROMOTING COMPLIMENTARY METHODS OF PAIN MANAGEMENT TO PHYSICIANS AND PATIENTS AND INCREASING ACCESS TO NALOXONE. 244213 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 2024, PHYSICIANS VOLUNTEERED A TOTAL OF 292 HOURS, TREATING 117 PATIENTS FOR AN ESTIMATED DONATED SERVICE VALUE IN THE AMOUNT OF $316,912. 24670 22276 THE SSVMS MEDICAL STUDENT SCHOLARSHIP FUND (SCHOLARSHIP FUND) HELPS SUPPORT DESERVING STUDENTS WHO GRADUATED FROM LOCAL AREA HIGH SCHOOLS TO PURSUE THEIR MEDICAL EDUCATION. 1925 0 0 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 2024, THE MUSEUM SCHEDULED AND HOSTED 30 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. 1925 0 0 845601 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 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 19 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 0 0 0 CA X JUDITH CITRINO 9164515235 5380 ELVAS AVENUE SACRAMENTO CA 95819 VANESSA J WALKER PRESIDENT 4.00 4.00 X X 0 0 0 ADAM DOUGHERTY PRESIDENT ELECT 4.00 4.00 X X 0 0 0 J BIANCA ROBERTS IMMEDIATE PAST PRESIDENT 4.00 4.00 X X 0 0 0 KAREN HOPP DIRECTOR 4.00 4.00 X 0 0 0 JOHN COBURN DIRECTOR 4.00 4.00 X 0 0 0 SHIDEH CHINICHIAN DIRECTOR 4.00 4.00 X 0 0 0 JANINE BERA DIRECTOR 4.00 4.00 X 0 0 0 CHRISTINA Y BILYEU DIRECTOR 4.00 4.00 X 0 0 0 RAMINDER GILL DIRECTOR 4.00 4.00 X 0 0 0 RODERICK VITANGCOL DIRECTOR 4.00 4.00 X 0 0 0 LISA GUIRGUIS DIRECTOR 4.00 4.00 X 0 0 0 OLANA ABERRA DIRECTOR 4.00 4.00 X 0 0 0 SARAH BARNHARD DIRECTOR 4.00 4.00 X 0 0 0 ELI GROPPO DIRECTOR 4.00 4.00 X 0 0 0 TOM VALDEZ DIRECTOR 4.00 4.00 X 0 0 0 AILEEN WETZEL EXECUTIVE DIRECTOR 4.00 40.00 X 0 470499 82588 LINDSAY COATE VP OF STRATEGIC OPERATIONS 40.00 4.00 X 145892 0 21653 145892 470499 104241 1 0 1 0 0 232071 332770 564841 JOY OF MEDICINE 900099 142956 142956 142956 169586 169586 72767 0 72767 72767 72767 MISCELLANEOUS 900099 292 292 292 950442 143248 0 242353 1276 1276 21000 21000 473254 473254 66060 66060 48653 48653 37141 37141 20457 20457 10564 10564 59900 59900 10116 10116 13802 13802 15597 15597 15000 15000 21069 21069 1475 1475 2953 2953 PROGRAM EVENT EXPENSES 19860 19860 DUES AND SUBSCRIPTIONS 6956 6956 MISCELLANEOUS EXPENSE 268 268 SCHOOL TOUR EXPENSES 200 200 845601 845601 0 0 373734 205512 135420 181435 18557 11288 1894 1894 0 0 4432309 4822286 210749 219363 5170769 5439884 74838 45083 70119 168467 144957 213550 X 4232537 4390618 793275 835716 5025812 5226334 5170769 5439884 104841 95681 0 X X 0 1 X 1 0 X 358305 615494 923263 507549 564841 2969452 358305 615494 923263 507549 564841 2969452 543824 2425628 111574 73280 98021 146353 169586 598814 292 292 3568558 298889 0.67970 0.62420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 793275 5257538 338034 1162513 5226334 742300 25560 57877 32462 793275 822245 18497 -78442 20000 742300 802576 19669 822245 759802 14733 60588 32547 802576 0.84010 0.15010 0.00980 0 0 1894 1894 0 0 INVESTMENT 4822286 F 4822286 DUE TO OTHERS 32381 REFUNDABLE ADVANCE 136086 168467 X 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 V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUND IS TO PROVIDE SCHOLARSHIPS TO DESERVING MEDICAL STUDENTS WHO GRADUATED FROM LOCAL AREA HIGH SCHOOLS OR WHO ARE ATTENDING MEDICAL SCHOOL. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE SOCIETY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART V, LINE 1B, COLUMN (A): INCLUDED IN THIS AMOUNT IS THE BEGINNING BALANCE OF BOARD-DESIGNATED ENDOWMENT FUNDS, $4,232,537, WHICH HAVE NOT PREVIOUSLY BEEN INCLUDED IN PART V. 1 SCHOLARSHIP AWARDS 4 21000 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. 0 0 0 0 0 0 0 0 0 AILEEN WETZEL EXECUTIVE DIRECTOR 0 389119 0 78980 0 2400 0 51750 0 36947 0 559196 0 0 LINDSAY COATE VP OF STRATEGIC OPERATIONS 145892 0 0 0 0 0 0 0 22719 0 168611 0 0 0 PART I, LINE 3 AILEEN WETZEL, CEO, IS COMPENSATED BY THE SACRAMENTO SOCIETY FOR MEDICAL IMPROVEMENT, A RELATED ORGANIZATION, AND SERVES AS TOP MANAGEMENT AND TOP FINANCIAL OFFICIAL OF THE ORGANIZATION. COMPENSATION IS DETERMINED USING THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OF DIRECTORS. 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 XII, LINE 2C: TO BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 0 1 0 0 1 1 1 1 1 1