2024-11-12T17:59:56-06:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET STREET SUITE PHILADELPHIA PA 19103 990 2023-01-01 233057423 INTEALTH FOUNDATION INTE 2158232296 3624 MARKET STREET PHILADELPHIA PA 19104 JOSHUA KISVER SVP FINANCE AND CFO 2158232296 2024-11-12 1 1 ALYCIA SOLECKI P01272637 2155614200 2023 2024-10-15 13:58:12Z X JEANNETTE MLADENOVIC MD 3624 MARKET STREET PHILADELPHIA PA 19104 2847031 0 X WWW.FAIMER.ORG X 2000 PA SEE SCHEDULE O X 3 0 0 18 0 0 1452007 205831 306795 122500 1452130 -1224252 0 0 3210932 -895921 42537 26675 0 0 3494827 1053555 0 0 0 1441541 717501 4978905 1797731 -1767973 -2693652 62661077 0 26584306 0 36076771 0 X SEE SCHEDULE O 0 1 848549 26675 122500 FAIMER GLOBAL - INTEGRATING OUR INTERNATIONAL PARTNERSHIPS TO ADVANCEHEALTH PROFESSIONS EDUCATION AND WORKFORCE DEVELOPMENT THROUGH THEINTERNATIONAL FAIMER INSTITUTE, FAIMER REGIONAL INSTITUTES, AND AGLOBAL COMMUNITY OF FELLOWS. 159931 0 0 WORLD RESOURCES- PROVIDING AUTHORITATIVE AND COMPREHENSIVE INFORMATIONON HEALTH PROFESSIONS EDUCATION TO USERS ACROSS THE GLOBE, INCLUDINGINTERNATIONAL MEDICAL SCHOOLS, REGULATORY AUTHORITIES, AND ACCREDITINGAGENCIES. 233605 0 0 IMG SUPPORT - ANALYZING THE NEEDS OF INTERNATIONAL MEDICAL GRADUATES(IMGS) AND THEIR CONTRIBUTIONS TO HEALTH CARE IN THE UNITED STATESTHROUGH DATA ANALYSIS, POLICY DEVELOPMENT, AND TOOLS FOR IMGS. 1242085 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X JOSHUA KISVER 2159663433 3624 MARKET STREET PHILADELPHIA PA 19104 X WILLIAM W PINSKY MD BOD CHAIR /PRES/CEO (THRU 12/31) 5.00 40.00 X X 0 1038961 74354 NAEL A ABOUZAKI JD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 CHERYLL ALBOLD PHD MS ED BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 BARBARA BARZANSKY PHD MHPE BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 DONALD CRAIG BRATER MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 PETER F BUCKLEY MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 RICARDO R CORREA MD EDD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 FRANCIS L COUNSELMAN MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 STEVEN ROBERT CRAIG MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 ANDREW T FILAK MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 ANNE-MARIE IRANI MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 PRERNA MONA KHANNA MD MPH BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 GEORGE E KIKANO MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 THOMAS NORRIS MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 JOHN OGUNKEYE MS BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 JASON Z QU MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 NYAPATI R RAO MD MS BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 DEBRA F WEINSTEIN MD BOARD MEMBER (THRU MAY 2023) 2.00 2.00 X 0 0 0 JOSHUA M KISVER SENIOR VP AND CFO 2.00 40.00 X 0 431445 126209 TRACY WALLOWICZ AVP & CHF OF STAFF, INTEALTH/FOUNDATION 2.00 40.00 X 0 390036 117777 RASHMI VYAS FAIMER SENIOR ASSOCIATE 40.00 0.00 X 0 293393 69783 JESSICA SALT FAIMER SENIOR ASSOCIATE 40.00 0.00 X 0 274600 66797 MARTA VAN ZANTEN FAIMER SENIOR ASSOCIATE 40.00 0.00 X 0 185130 49968 AMY OPALEK FAIMER SENIOR ASSOCIATE 40.00 0.00 X 0 192647 34755 SNIGDHA MUKHERJEE FAIMER SENIOR ASSOCIATE 40.00 0.00 X 0 179655 33648 0 2985867 573291 0 0 1 0 0 200183 5648 205831 FAIMER GLOBAL 611710 122500 122500 122500 271959 271959 2246741 2328602 1414350 -81861 -1414350 -1496211 -1496211 -895921 122500 0 -1224252 X 26675 26675 154558 118633 35925 632213 471445 160768 95578 95578 171206 104510 66696 87318 87318 248254 248254 9823 9823 42028 29898 12130 65803 65803 94776 15207 79569 10660 3304 7356 19388 19388 FAIMER GLOBAL 60572 60572 DISTANCE LEARNING PROG 49067 49067 ALL OTHER EXPENSES 29812 18942 10870 1797731 1242085 555646 0 899433 0 52476 0 0 52000 0 0 0 0 0 102669 0 0 0 10791 0 37039795 0 24157022 0 0 0 346891 0 62661077 0 697648 0 21699 0 25864959 0 26584306 0 X 36076771 0 36076771 0 62661077 0 X -2693652 2693652 -36076771 X 0 1 X 1 0 X X 1 INTEALTH 362369780 10 1 0 1242085 1 0 1242085 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 X PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 24250 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 2425 0 0 0 0 0 0 26675 0 26675 FAIMER GLOBAL GRANT AWARD SUB-SAHARAN AFRICA 10 24250 WIRE TRANSFER FAIMER GLOBAL GRANT AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 2425 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: THE AFREHEALTH IPE EXCHANGE PROGRAM GRANT IS MEANT TO FACILITATE THE ELECTIVE PROGRAM TO FACILITATE THE EXCHANGE OF STUDENTS. THE GRANT FACILITATES FACULTY TIME COMPENSATION, STUDENT INTERNET, AND ADMINISTRATIVE COSTS AT THE INSTITUTION. THIS IS PURELY AN ONLINE ELECTIVE PROGRAM. QUARTERLY REPORTS ARE GIVEN TO AFREHEALTH AND ACCOUNTABILITY OF HOW FUNDS HAVE BEEN SPENT IS SUBMITTED TO AFREHEALTH ANNUALLY BEFORE THE RELEASE OF THE NEXT YEAR'S FUNDS. FURTHERMORE, TO MONITOR SPENDING, EACH PARTICIPATING INSTITUTION SUBMITS ACCOUNTABILITYVERIFIED BY THEIR FINANCE DEPARTMENT/ INSTITUTIONAL LEADERSHIP WITH AN OFFICIAL STAMP AFTER THE ELECTIVE PROGRAM. PART I, LINE 3: ACCRUAL METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR EXPENDITURES. 0 1 0 0 0 0 0 0 0 WILLIAM W PINSKY MD BOD CHAIR /PRES/CEO (THRU 12/31) 0 842240 0 90052 0 106669 0 39600 0 34754 0 1113315 0 0 JOSHUA M KISVER SENIOR VP AND CFO 0 382600 0 26875 0 21970 0 85986 0 40223 0 557654 0 15802 TRACY WALLOWICZ AVP & CHF OF STAFF, INTEALTH/FOUNDAT 0 356154 0 21531 0 12351 0 78810 0 38967 0 507813 0 0 RASHMI VYAS FAIMER SENIOR ASSOCIATE 0 285693 0 7700 0 0 0 34342 0 35441 0 363176 0 0 JESSICA SALT FAIMER SENIOR ASSOCIATE 0 265600 0 7700 0 1300 0 31891 0 34906 0 341397 0 0 MARTA VAN ZANTEN FAIMER SENIOR ASSOCIATE 0 177868 0 7262 0 0 0 21311 0 28657 0 235098 0 0 AMY OPALEK FAIMER SENIOR ASSOCIATE 0 185183 0 7464 0 0 0 22273 0 12482 0 227402 0 0 SNIGDHA MUKHERJEE FAIMER SENIOR ASSOCIATE 0 172491 0 7164 0 0 0 20724 0 12924 0 213303 0 0 PART I, LINE 3 THE FOUNDATION RELIES ON ITS RELATED ENTITY, INTEALTH, TO DETERMINE COMPENSATION FOR THE OFFICERS OF THE FOUNDATION. METHODS USED INCLUDE COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE 457(F) PLAN AND THE AMOUNTS BELOW ARE CURRENT YEAR DEFERRED COMPENSATION AMOUNTS UNDER THE 457(F) PLAN AND ARE REPORTED IN PART II, COL (C): JOSHUA KISVER: $46,386 TRACY WALLOWICZ : $39,210 PART I, LINE 4B: NON-QUALIFIED RETIREMENT PLAN THE ORGANIZATION RELIES ON ITS RELATED ENTITY, INTEALTH, TO DETERMINE COMPENSATION FOR OFFICERS OF FAIMER. INTEALTH PROVIDES TO ELIGIBLE EMPLOYEES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHERE 5% OF COMPENSATION IS CONTRIBUTED TO A 457(F) MUTUAL FUND ACCOUNT. THE ACCOUNTS ARE SUBJECT TO CLIFF VESTING AND THE ORGANIZATION OWNS THE ACCOUNTS UNTIL VESTED. THE VESTING DATE IS THE EARLIER OF THREE YEARS FOR EACH PLAN YEAR ACCOUNT OR AGE 65. UPON VESTING, A LUMP SUM DISTRIBUTION OCCURS AND IS REPORTED AS ORDINARY COMPENSATION. CASH 2023-05-17 899433 FMV 362367980 INTEALTH 3624 MARKET STREET PHILADELPHIA PA 19104 501(C)(3) SAVINGS AND TEMPORARY INVESTMENTS 2023-05-17 52476 FMV 362367980 INTEALTH 3624 MARKET STREET PHILADELPHIA PA 19104 501(C)(3) ACCOUNTS RECEIVABLE, NET 2023-05-17 52000 FMV 362367980 INTEALTH 3624 MARKET STREET PHILADELPHIA PA 19104 501(C)(3) PREPAID EXPENSES AND DEFERRED CHARGES 2023-05-17 102669 FMV 362367980 INTEALTH 3624 MARKET STREET PHILADELPHIA PA 19104 501(C)(3) LAND, BUILDING ANF EQUIPMENT, NET 2023-05-17 10791 COST BASIS 362367980 INTEALTH 3624 MARKET STREET PHILADELPHIA PA 19104 501(C)(3) INVESTMENTS - PUBLICLY TRADED 2023-05-17 37039795 FMV 362367980 INTEALTH 3624 MARKET STREET PHILADELPHIA PA 19104 501(C)(3) INVESTMENTS - OTHER 2023-05-17 24157022 FMV 362367980 INTEALTH 3624 MARKET STREET PHILADELPHIA PA 19104 501(C)(3) OTHER ASSETS 2023-05-17 346891 FMV 362367980 INTEALTH 3624 MARKET STREET PHILADELPHIA PA 19104 501(C)(3) 0 0 0 0 FORM 990, PART I, LINE 1 THROUGH PARTNERSHIP AND COLLABORATION: - CONDUCT DATA ANALYSES AND RESEARCH TO INFORM POLICIES AND PROGRAM DEVELOPMENT IN SUPPORT OF INTEALTH MISSIONS - SUPPORT THE EDUCATION OF PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS WORLDWIDE - DEVELOP RESOURCES ON HEALTH CARE WORKFORCE USED BY GLOBAL COMMUNITIES FORM 990, PART III, LINE 1 SEE SCH O., FORM 990, PART I, LINE 1 DISCLOSURE FORM 990, PART III, LINE 3 ON MAY 17, 2023, ECFMG OFFICIALLY CHANGED ITS NAME TO INTEALTH AND INTEGRATED THE ACTIVITIES OF ECFMG AND INTEALTH FOUNDATION (F/K/A FAIMER) INTO A SINGLE 501(C)3 ORGANIZATION. INTEALTH'S ASSETS AND LIABILITIES WERE TRANSFERRED TO AND ASSUMED BY INTEALTH. THE NEW, OVERARCHING IDENTITY AND CORPORATE STRUCTURE REFLECTS AN INTEGRATED APPROACH TO OPERATIONS TO SUPPORT HEALTH PROFESSIONS WORLDWIDE. INTEALTH BRINGS TOGETHER THE EXPERTISE AND RESOURCES THAT ADVANCE QUALITY IN HEALTH CARE EDUCATION WORLDWIDE TO IMPROVE HEALTH CARE FOR ALL. THROUGH STRATEGIC INTEGRATION OF ECFMG AND FAIMER, INTEALTH OFFERS A FLEXIBLE AND MULTI-LAYERED PORTFOLIO OF SERVICES. THESE SERVICES ENHANCE AND SUPPORT THE EDUCATION AND TRAINING OF HEALTH CARE PROFESSIONALS, VERIFY THEIR QUALIFICATIONS REQUIRED TO PRACTICE, AND INFORM THE DEVELOPMENT OF HEALTH WORKFORCE POLICIES AROUND THE WORLD. SEE FORM 990, SCHEDULE N FOR MORE DETAILS. FORM 990, PART VI, SECTION A, LINE 6 INTEALTH IS THE SOLE MEMBER OF THE INTEALTH FOUNDATION (F/K/A FOUNDATION FOR ADVANCEMENT OF INTERNATIONAL MEDICAL EDUCATION AND RESEARCH). FORM 990, PART VI, SECTION A, LINE 7A INTEALTH HAS THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B INTEALTH HAS FINAL AUTHORITY AND APPROVAL OVER THE GOVERNANCE DECISIONS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S BOARD HAS ASSIGNED RESPONSIBILITY FOR THE REVIEW AND APPROVAL OF THE ORGANIZATION'S FORM 990, AS COMPLETED BY GRANT THORNTON, TO THE INTEALTH COMPLIANCE, AUDIT AND ASSURANCE COMMITTEE, A RELATED ORGANIZATION. MEMBERS OF THE COMMITTEE RECEIVE THE DRAFT FORM 990 AND REVIEW AND APPROVE IT PRIOR TO SUBMISSION. DRAFTS ARE THAN PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IT SHALL BE THE RESPONSIBILITY OF ALL TRUSTEES AND KEY EMPLOYEES TO IDENTIFY PROMPTLY TO THE CHAIR OF THE BOARD OF INTEALTH OR FAIMER, AS APPROPRIATE, ALL "POSSIBLE CONFLICTS OF INTERESTS" WHENEVER THEY ARISE; TO DECLARE THEIR LACK OF INDEPENDENCE; AND TO REFRAIN FROM ANY DISCUSSIONS OR DELIBERATIONS REGARDING THE IDENTIFIED "POSSIBLE CONFLICTS OF INTEREST OR VOTING ON OR TAKING ANY OTHER ACTION WITH RESPECT TO SUCH MATTER. FAILURE TO PROPERLY DISCLOSE A "CONFLICT OF INTEREST" MAY SUBJECT THE BOARD MEMBER OR KEY EMPLOYEE TO DISCIPLINARY ACTION UP TO AND INCLUDING DISMISSAL FROM THE BOARD OR TERMINATION OF EMPLOYMENT. ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS FOR BOARD AND KEY EMPLOYEES: A CONFLICT OF INTEREST DISCLOSURE FORM SHALL BE CIRCULATED ANNUALLY TO ALL CURRENT TRUSTEES AND KEY EMPLOYEES. THE GENERAL COUNSEL OF INTEALTH SHALL MAKE A DETERMINATION ANNUALLY AS TO WHICH CURRENT EMPLOYEES OF INTEALTH AND FAIMER MEET THE DEFINITION OF KEY EMPLOYEE FOR THE PURPOSE OF THE QUESTIONNAIRE. THE CONFLICT OF INTEREST DISCLOSURE FORM SHALL BE DISTRIBUTED IN QUARTER 1 OF EACH YEAR COVERING THE CURRENT CALENDAR YEAR. COMPLETED FORMS SHALL BE RETURNED TO THE SECRETARY OF THE BOARD FOR INTEALTH. THE BOARD SECRETARY SHALL HAVE THE RESPONSIBILITY TO MONITOR THE COMPLETION OF REQUESTED FORMS AND FOR MAKING APPROPRIATE FOLLOW-UP INQUIRIES TO NON-RESPONDERS. NON-RESPONDERS TO THE SECRETARY'S REQUESTS SHALL BE REPORTED TO THE CHAIR OF THE BOARDS OF INTEALTH AND FAIMER AS APPROPRIATE. COMPLETED CONFLICT DISCLOSURE FORMS SHALL BE REVIEWED BY THE GENERAL COUNSEL, OR IN THE CASE OF THE DISCLOSURE FORM OF THE EXECUTIVE VICE PRESIDENT, BY THE PRESIDENT, AND A REPORT MADE ANNUALLY OF ALL IDENTIFIED "POSSIBLE CONFLICTS OF INTEREST". LEGAL COUNSEL SHALL RENDER AN OPINION DIRECTLY TO THE CHAIR AND PRESIDENT OF THE RESPECTIVE ORGANIZATION REGARDING SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL INDIVIDUALS WHO PROVIDE SERVICES TO THE FOUNDATION ARE PAID BY INTEALTH. INTEALTH HAS THE FOLLOWING PROCESS: THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE OF THE BOARD (THE EECC) HAS THE RESPONSIBILITY FOR OVERSEEING THE DETERMINATION OF COMPENSATION, BENEFITS, AND OTHER REMUNERATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER MEMBERS OF EXECUTIVE LEADERSHIP OF THE CORPORATION, AND FOR THE ADMINISTRATION OF COMPENSATION PLANS AND POLICIES APPLICABLE TO SUCH PERSONS. (EXECUTIVE LEADERSHIP). NOT LESS FREQUENTLY THAN EVERY THREE YEARS, THE EECC SHALL RECEIVE AND REVIEW A COMPENSATION REPORT PREPARED BY INDEPENDENT COMPENSATION CONSULTANTS ENGAGED TO REVIEW AND ASSESS THE REASONABLENESS OF THE CORPORATION'S COMPENSATION PROGRAMS FOR MEMBERS OF EXECUTIVE LEADERSHIP. THE EECC IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO ANNUALLY RELATIVE TO GOALS AND OBJECTIVES APPROVED IN ADVANCE BY THE EECC. ANNUALLY THE EECC APPROVES A MERIT INCREASE FOR THE CEO AND REVIEWS AND APPROVES THE CEO'S PERFORMANCE UNDER THE CORPORATION'S EXECUTIVE INCENTIVE COMPENSATION (EIC) PLAN. THE EECC ALSO APPROVES ANNUAL EIC PLAN PERFORMANCE AND ASSOCIATED INCENTIVE DISTRIBUTIONS FOR OTHER EIC PLAN PARTICIPANTS. CONTEMPORANEOUS MINUTES OF ALL EECC MEETINGS ARE MADE REFLECTING THE ACTIONS TAKEN WITH RESPECT TO EXECUTIVE PERFORMANCE, COMPENSATION, AND OTHER MATTERS WITHIN THE SCOPE OF THE EECC CHARTER. COMMITTEE ACTIONS ARE SUMMARIZED AND REPORTED TO THE BOARD OF TRUSTEES AT MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, LINE 1A, COLUMN B: HOURS DEVOTED TO RELATED ORGANIZATION: ALL PERSONNEL OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE EDUCATIONAL COMMISSION FOR MEDICAL GRADUATES. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 248,254. TOTAL EXPENSES 248,254. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS AND LIABILITIES TO INTEALTH -36,076,771. INTEALTH 3624 MARKET STREET PHILADELPHIA PA 19104 362367980 MEDICAL PA 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0