2022-09-13T13:03:10-05:00 2021-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2021-01-01 371732501 THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY FOUN 7175587810 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 HEATHER A WILSON MSW CFRE CAE FCPP, BOARD SECRETARY 7175587810 2022-09-12 1 HEATHER WILSON MSW CFRE CAE 999009999 CHRISTOPHER M PEKULA P00734965 2154414600 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z HEATHER A WILSON MSW C 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 3322872 0 X WWW.FOUNDATIONPAMEDSOC.ORG X 2013 PA SEE SCHEDULE O 12 12 18 24 404366 0 5374530 1668274 1210843 1297891 177041 354909 5332 1798 6767746 3322872 60052 3989000 0 0 1148137 1308155 0 0 231188 651704 895771 1859893 6192926 4907853 -2870054 14711565 11974224 1923453 1505587 12788112 10468637 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 4416523 3989000 64877 OTHER PROGRAM SERVICES - INCLUDES HIGHMARK COMMUNITY HEALTH REINVESTMENT GRANT AWARDS, SCHOLARSHIP FUNDS, AND OTHER SERVICES (BOOKKEEPING). 815090 582106 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 2021, THE PHP RECEIVED 157 REFERRALS, AND MONITORED OVER 387 ACTIVE CASES. 605465 484065 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 2021, 51 PHYSICIANS COMPLETED THEIR RESPECTIVE LIFEGUARD PATHWAY. 149171 166833 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 2021, 44 LOANS TOTALING $478,915 AND 23 SCHOLARSHIPS TOTALING $79,000 WERE AWARDED. SINCE 1948, OVER $23 MILLION IN LOANS AND SCHOLARSHIPS HAVE BEEN AWARDED TO 4,750 STUDENTS. 149171 166833 5986249 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 71 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 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 TRUSTEE 0.50 39.50 X 0 294745 68254 JACOB ALBERS TRUSTEE 0.50 0.50 X 0 0 0 ANURANITA GUPTA TRUSTEE 0.50 0.50 X 0 0 0 HEATHER A WILSON MSWCFRECAEFCPP SECRETARY & EXECUTIVE DIRE 12.00 28.00 X X 63531 139682 56795 MARCIA A LAMMANDO RN BSN MHSA LIFEGUARD DIRECTOR 40.00 X 147811 0 34276 ANNETTE M WEAVER SENIOR DIRECTOR OF FINANCE 40.00 X 116544 0 31756 RAY TRUEX MD PHP MEDICAL DIRECTOR 19.00 X 109518 0 0 437404 434427 191081 3 0 1 0 PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 PAID PAMED TO COORDINATE/MANAGE HIGHMARK 250000 1 604207 1064067 1668274 SPECIAL PROJECT INCOME 900099 1131131 726765 404366 STUDENT LOAN INCOME 900099 166760 166760 1297891 93854 93854 260209 846 0 0 260209 846 261055 261055 MISCELLANEOUS REVENUE 900099 1798 1798 1798 3322872 895323 404366 354909 3989000 3989000 1147532 845826 210291 91415 72399 72399 88224 88224 377 377 9739 9739 31684 31684 20136 20136 555700 550189 5511 6361 6062 299 63493 24718 9682 29093 56112 18909 37203 2374 1643 731 8607 4538 2371 1698 17302 5998 11304 51913 25987 25926 FUNDRAISING ADMIN 40437 40437 MISCELLANEOUS 25786 8424 17262 100 SERVICE CHARGES 18299 18299 NEWSLETTERS 14297 14297 -26846 451846 -547137 68445 6192926 5986249 -24511 231188 5326149 1227730 168142 85144 4238106 4127931 18111 22049 207542 160410 52871 47132 3754803 5231077 1153383 1233161 14711565 11974224 342117 865387 150710 97019 1430626 543181 1923453 1505587 X 5761421 7273800 7026691 3194837 12788112 10468637 14711565 11974224 X -2870054 162555 388024 X X 0 1 X 1 0 X 1218995 1307519 1327174 5374530 1668274 10896492 1209064 1228829 1378096 1210843 1297891 6324723 2428059 2536348 2705270 6585373 2966165 17221215 0 0 0 17221215 70717 76095 94567 92926 93854 428159 70717 76095 94567 92926 93854 428159 8285 5332 1798 15415 2498776 2612443 2808122 6683631 3061817 17664789 0.97490 0.97570 0.02420 0.02350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5841268 618111 166727 6292652 5490832 512747 162311 5841268 4800162 5 850522 159857 5490832 5306992 1291 -355792 152329 4800162 4720615 7175 724345 145143 5306992 0.71889 0.28106 0.00005 1 1 1 207542 160410 47132 47132 BENEFICIAL INTEREST IN PERPETUAL TRUST 894206 CONTRIBUTIONS RECEIVABLE FROM SPLIT INTEREST AGREEMENT 133987 ACCRUED INTEREST RECEIVABLE 204968 1233161 ACCRUED PENSION LIABILITY 543181 543181 X 3849856 162555 359402 5027 526984 3322872 0 3322872 6552328 359402 359402 6192926 0 6192926 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, 2021, 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, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 5,027. 1 ALLIANCE MEDICAL EDUCATION SCHOLARSHIP 6 16000 ACMS MEDICAL STUDENT SCHOLARSHIP 1 4000 ENDOWMENT FOR S. ASIAN STUDENTS OF INDIAN DESCENT 1 3500 LEHIGH COUNTY MEDICAL AUXILIARY SCHOLARSHIP AND EDUCATION (LECOMASE) FUND 2 5000 MONTGOMERY COUNTY MEDICAL SOCIETY SCHOLARSHIP 2 4000 SCOTT A. GUNDER, MD, DCMS PRESIDENTIAL 1 1500 LYCOMING COUNTY MEDICAL SOCIETY 2 6000 MYRTLE SIEGFRIED, MD AND MICHAEL VIGILANTE, MD 1 2000 THE FOUNDATION EDUCATION AWARD 2 5000 SHAH FAMILY SCHOLARSHIP 2 10000 BLAIR COUNTY MEDICA SOCIETY SCHOLARSHIO 1 2000 SYNDER, UNION, & NORTHUMBERLAND COUNTIES MEDICAL STUDENT (SUN) 2 20000 HIGHMARK COMMUNITY HEALTH REINVESTMENT GRANT 136 3910000 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 TRUSTEE 0 294745 0 0 0 0 0 30500 0 37754 0 362999 0 0 HEATHER A WILSON MSWCFRECAEFCPP SECRETARY & EXECUTIVE DIRE 63531 139682 0 0 0 0 6353 14824 10631 24987 80515 179493 0 0 MARCIA A LAMMANDO RN BSN MHSA LIFEGUARD DIRECTOR 147811 0 0 0 0 0 14540 0 19736 0 182087 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 A, LINE 4 THE ORGANIZATION BYLAWS WERE UPDATED TO ADD TERM LIMITS. 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 5,027. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 382,997. 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 ACTION COMMITTEE - FEDERAL 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 231628639 SOLICITS MONEY IN ORDER TO MAKE CONTRIBUTIONS TO POLITICAL CANDIDATES PA 527 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