2024-11-14T07:10:42-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 230969360 PHILADELPHIA COUNTY MEDICAL SOCIETY PHIL 2155635343 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 MARK C AUSTERBERRY EXECUTIVE DIRECTOR 2155635343 2024-11-12 1 0 DANIELLE NIHILL P01350943 7819821001 2024-11-11 2023 2024-10-15 13:58:12Z MARK C AUSTERBERRY 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 1680581 0 X WWW.PHILAMEDSOC.ORG X 1877 PA TO AGGRESSIVELY ADVANCE AND SUPPORT THE INTERESTS OF PHYSICIANS AND THEIR PATIENTS 19 18 4 125 44770 0 26805 85355 136434 164320 84136 236045 511087 406118 758462 891838 5000 965 0 0 287910 319291 0 0 0 302559 319026 595469 639282 162993 252556 2861471 2964634 296062 207249 2565409 2757385 X THE MISSION OF THE PHILADELPHIA COUNTY MEDICAL SOCIETY (PCMS) IS TO AGGRESSIVELY ADVANCE AND SUPPORT THE INTERESTS OF PHYSICIANS AND THEIR PATIENTS. PCMS IS PENNSYLVANIA'S PREMIER COUNTY MEDICAL ORGANIZATION. 1 0 PCMS IS A VIBRANT MULTISPECIALTY COUNTY MEDICAL SOCIETY WITH SEVERAL THOUSAND MEMBERS WHICH INCLUDES A MEDICAL STUDENT SECTION AND RESIDENT FELLOW SECTION FROM PHILADELPHIA'S WORLD-RENOWNED MEDICAL TRAINING INSTITUTIONS. OUR MEMBERS ARE NOT ONLY FROM MANY SPECIALTIES BUT ENCOMPASS ACADEMIC ATTENDING PHYSICIANS AS WELL AS THE MANY PRIVATE PRACTICES OF OUR CITY. OUR MEMBERS SHARE A COMMON BELIEF OF THE PRIME IMPORTANCE OF THE PHYSICIAN-PATIENT RELATIONSHIP TO GOOD MEDICAL DECISION-MAKING AND THE COMMON GOAL OF EXTREME HIGH QUALITY ACCESSIBLE INNOVATIVE CARE FOR OUR COUNTY AND REGION'S CITIZENS. PCMS STRIVES TO NOT ONLY BE A CONSENSUS VOICE OF THE MEMBERSHIP BUT ALSO TO SERVE AS A TRUSTED INFORMATION SOURCE TO OUR PRACTITIONERS. THE DOCTORS LOUNGE SERIES BRINGS PHYSICIAN AND TRAINEE MEMBERS OF THE PHILADELPHIA COUNTY MEDICAL SOCIETY AND COLLEGE OF PHYSICIANS OF PHILADELPHIA TOGETHER OVER FOOD AND DRINK TO SOCIALIZE AND LEARN FROM EXPERT PANELISTS ON HOW TO USE ONE'S MEDICAL DEGREE TO ADVANCE THEIR GOALS IN BUSINESS, PUBLIC HEALTH, LEADERSHIP/ADMINISTRATION, AND POLITICS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 28 0 4 1 1 1 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X MARK C AUSTERBERRY 2155635343 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 MARK C AUSTERBERRY EXECUTIVE DIRECTOR 34.00 6.00 X X 113911 0 21713 JOHN M VASUDEVAN MD PRES.-ELECT TO 6/23, PRESIDENT 0.50 0.50 X X 0 0 0 RICARDO MORGENSTERN MD PRESIDENT (UNTIL 6/23) 0.50 0.50 X X 0 0 0 ONEIDA AROSARENA MD FACS SECRETARY 1.00 0.00 X X 0 0 0 DALE MANDEL MD TREASURER TO 6/23, PRES.- ELECT 0.50 0.50 X X 0 0 0 DOMENICK BUCCI MD BOARD MEMBER TO 6/23, TREASURER 0.50 0.50 X X 0 0 0 MICHAEL DELLAVECCHIA MD FACS BOARD MEMBER 0.50 0.50 X 0 0 0 SHARON GRISWOLD MD BOARD MEMBER 1.00 0.00 X 0 0 0 CADENCE A KIM MD FACS BOARD MEMBER 0.50 0.50 X 0 0 0 WILLIAM KING MD BOARD MEMBER 1.00 0.00 X 0 0 0 ELANA MCDONALD MD BOARD MEMBER 1.00 0.00 X 0 0 0 MAX E MERCADO MD FACS BOARD MEMBER 0.50 0.50 X 0 0 0 DHRUVAN PATEL MD BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHEN R PERMUT MD JD BOARD MEMBER 0.50 0.50 X 0 0 0 DAVID SASS MD BOARD MEMBER 1.00 0.00 X 0 0 0 KATHERINE SHERIF MD BOARD MEMBER 1.00 0.00 X 0 0 0 NATALIA ORTIZ TORRET MD DFAPA FACL BOARD MEMBER 0.50 0.50 X 0 0 0 RHEA TRAINSON BOARD MEMBER 1.00 0.00 X 0 0 0 WALTER TSOU MD BOARD MEMBER 1.00 0.00 X 0 0 0 GRAEME WILLIAMS MD BOARD MEMBER 1.00 0.00 X 0 0 0 LYNN LUCAS-FEHM MD JD DISTRICT TRUSTEE (UNTIL 6/23) 0.50 0.50 X 0 0 0 HARVEY B LEFTON MD BOARD MEMBER (UNTIL 6/23) 0.50 0.50 X 0 0 0 ANTHONY M PADULA MD FACS BOARD MEMBER (UNTIL 6/23) 0.50 0.50 X 0 0 0 WINNIE RAO BOARD MEMBER (UNTIL 6/23) 1.00 0.00 X 0 0 0 113911 0 21713 1 0 0 0 0 85355 85355 PROGRAM REVENUE 900099 164320 164320 164320 43528 43528 344504 0 344504 344504 344504 981260 788743 192517 192517 192517 PARKING 812930 44770 44770 ADVERTISING 900099 3000 3000 COMMISSION 900099 1200 1200 12644 12644 61614 891838 164320 44770 597393 965 87569 179516 8990 24319 18897 1121 33600 3547 55423 170 7758 12307 97683 50791 11070 COMMISSION 34604 REPAIRS 7227 BUILDING SUPPLIES 2200 DUES AND SUBSCRIPTIONS 1525 639282 268 268 886554 795829 49379 64587 3105933 2635646 474186 470287 1191402 1307015 259682 326648 2861471 2964634 15909 15375 120153 71874 160000 120000 296062 207249 X 2441197 2485034 124212 272351 2565409 2757385 2861471 2964634 252556 -60580 0 X 1 X 0 0 0 0 1 0 358494 358494 1633587 1633587 0 460018 365454 94564 636605 636605 0 17229 17229 470287 RENT RECEIVABLE 326648 326648 SECURITY DEPOSITS 120000 120000 X PART X, LINE 2: THE SOCIETY HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED UNDER SECTION 501(A) OF THE CODE. THE SOCIETY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE SOCIETY BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS THAT NEED TO BE DISCLOSED IN THE FINANCIAL STATEMENTS. THE SOCIETY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART III, LINE 2 DOCTORS LOUNGE - JOINT SERIES OF PROGRAMS WITH THE COLLEGE OF PHYSICIANS FEATURING A LECTURE AND RECEPTION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST-PRESIDENT, SECRETARY AND TREASURER. THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS EXCEPT AS EXPRESSLY PROVIDED BY THE BOARD AND PROVIDED THAT THE EXECUTIVE COMMITTEE SHALL NOT: (A) CREATE OR FILL VACANCIES IN THE BOARD OF DIRECTORS; (B) ADOPT, AMEND OR REPEAL ALL OR ANY PORTION OF THE BYLAWS; (C) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF DIRECTORS THAT BY ITS TERMS IS AMENDABLE OR REPEALABLE ONLY BY THE BOARD OF DIRECTORS; (D) ACT CONCERNING MATTERS COMMITTED BY THE BYLAWS OR A RESOLUTION OF THE BOARD OF DIRECTORS EXCLUSIVELY TO ANOTHER COMMITTEE OF THE BOARD OF DIRECTORS; (E) SUBMIT TO THE MEMBERS OR PROVIDE FOR SUBMISSION TO THE MEMBERS, ANY ACTION REQUIRING APPROVAL OF MEMBERS; (F) ADOPT, AMEND OR REPEAL THE SOCIETY'S BUDGET; (G) TAKE ANY ACTION WITH RESPECT TO THE NOMINATION OR ELECTION PROCESSES; (H) MAKE APPOINTMENTS TO OTHER BOARDS OF DIRECTOR OR GROUPS; (I) REMOVE OFFICERS FROM OFFICE; (J) ESTABLISH, COMBINE OR DISSOLVE BRANCHES OR SECTIONS OF THE SOCIETY; (K) SELL OR LEASE REAL PROPERTY OF THE SOCIETY; AND (L) APPROVE THE EXECUTION OF ANY CONTRACT REQUIRING EXPENDITURES BY THE SOCIETY IN EXCESS OF SUCH AMOUNTS AS SHALL BE SET BY THE BOARD OF DIRECTORS FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 6 PCMS HAS THREE CATEGORIES OF VOTING MEMBERS: (1) ACTIVE, (2) EMERITUS, AND (3) MEDICAL STUDENT. RIGHTS AND PRIVILEGES OF MEMBERSHIP ARE CONTINGENT ON BEING IN GOOD STANDING, WHICH INCLUDES BEING CONSIDERED CURRENT WITH ANY REQUIRED DUES. (1) ACTIVE MEMBERS SHALL BE: (A) A PHYSICIAN; (B) A RESIDENT OF PHILADELPHIA, PENNSYLVANIA, OR A PHYSICIAN WHO ENGAGES IN PROFESSIONAL ACTIVITIES IN PHILADELPHIA; AND, (C) AN ACTIVE MEMBER OF NO OTHER PENNSYLVANIA COUNTY MEDICAL SOCIETY. (2) EMERITUS MEMBERS SHALL BE (A) A PHYSICIAN WHO CHOOSES TO BECOME AN EMERITUS MEMBER AND WHO NOTIFIES THE SOCIETY OF THIS CHOICE, AND WHO: (B) IS SEVENTY YEARS OF AGE OR OVER, AND (C) HAS BEEN AN ACTIVE MEMBER OR SENIOR ACTIVE MEMBER (AS DEFINED IN PRIOR BYLAWS OF THE SOCIETY), A SERVICE MEMBER OF THE AMERICAN MEDICAL ASSOCIATION OR AN ACTIVE MEMBER OF A COMPONENT ASSOCIATION OF THE AMERICAN MEDICAL ASSOCIATION. AN EMERITUS MEMBER SHALL NOT BE REQUIRED TO PAY DUES TO THE SOCIETY OR TO MAINTAIN THE MEMBER'S LICENSE TO PRACTICE MEDICINE. (3) MEDICAL STUDENT MEMBERS SHALL BE A STUDENT ENROLLED IN A MEDICAL SCHOOL APPROVED BY THE ACCREDITATION COUNCIL ON GRADUATE MEDICAL EDUCATION OR THE AMERICAN OSTEOPATHIC ASSOCIATION. MEDICAL STUDENT MEMBERS ONLY HAVE THE RIGHT TO ELECT ONE MEMBER OF THE BOARD OF DIRECTORS AND TO ONLY BE ELECTED TO THE BOARD AS A REPRESENTATIVE OF THE MEDICAL STUDENTS SECTION. PCMS ALSO HAS TWO CLASSES OF NON-VOTING MEMBERS: AFFILIATE AND HONORARY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS AND OFFICERS ARE ELECTED BY THE VOTING MEMBERS OF PCMS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS MUST BE MADE AVAILABLE TO ALL MEMBERS FOR REVIEW AND MUST BE APPROVED BY TWO-THIRDS OF THE MEMBER VOTES CAST TO BECOME EFFECTIVE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND THEN REVIEWED BY THE BUDGET AND FINANCE COMMITTEE. A FINAL COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD, OFFICERS AND, IF APPLICABLE, KEY EMPLOYEES ARE REQUIRED TO AT LEAST ANNUALLY EXPRESS IN WRITING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THIS PROCESS IS OVERSEEN BY THE EXECUTIVE DIRECTOR. THE POLICY REQUIRES PERIODIC REVIEWS AND THAT ANY POTENTIAL CONFLICT BE REPORTED TO THE BOARD OF DIRECTORS WHEN IT ARISES. THE BOARD MAKES THE DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT WERE TO ARISE, THE PERSON(S) IN CONFLICT WOULD AT MINIMUM ABSTAIN FROM THE FINAL DISCUSSION OR VOTE RELATED TO THE CONFLICTED MATTER. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD OF DIRECTORS AND THE DELIBERATION AND DECISION WERE TIMELY DOCUMENTED IN THE BOARD MINUTES. COMPARABILITY DATA IS A REQUIRED COMPONENT OF THE REVIEW PROCESS TO ENSURE COMPENSATION IS REASONABLE AS COMPARED TO LIKE POSITIONS AT SIMILAR ENTITIES. FORM 990, PART VI, SECTION B, LINE 15B: PCMS DOES NOT HAVE ANY OTHER COMPENSATED INDIVIDUALS THAT MEET THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 PCMS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PFAHLER FOUNDATION 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 236295011 PROMOTE THE PUBLIC WELFARE IN THE FIELD OF MEDICINE PA 501(C)(3) LINE 12A, I PHILADELPHIA COUNTY MEDICAL SOCIETY 1 EDUCATIONAL AND SCIENTIFIC TRUST OF THE PHILADELPHIA COUNTY MEDICAL SOCIETY 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 236397794 PROVIDE MEDICAL PROFESSIONALS WITH SEMINARS PA 501(C)(3) LINE 10 PHILADELPHIA COUNTY MEDICAL SOCIETY 1 PCMS FOUNDATION 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 813847251 PROVIDE SCHOLARSHIPS TO MEDICAL STUDENTS IN PHILADELPHIA MEDICAL SCHOOLS PA 501(C)(3) LINE 7 PHILADELPHIA COUNTY MEDICAL SOCIETY 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 PFAHLER FOUNDATION C 70000 FMV