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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 33-1617353

CLINICAL SPECIALTY ASSOCIATES

Tax-exempt · BALA CYNWYD, PA 19004

Financials

$151K$710K2024
Revenue Expenses · by fiscal year end
Financials of CLINICAL SPECIALTY ASSOCIATES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$151,335$709,505-$558,170$0$0$0
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Program service revenue
$144,089
Other revenue
$7,246

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$654,014
Professional fees and payments to contractors
$19,928
Other expenses
$35,563
Program services (functional)
$631,459

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets, end of year
$0
Gross receipts
$151,335

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SCOTT SCHLEGELEXEC. DIR. (EX OFFICIO)1$0
CHARLES F ORELLANA MDSNR. MED. DIR., TRUSTEE1$0
JOSEPH P HEANEYSECRETARY, TRUSTEE1$0
KEITH KASPERCONTROLLER, TRUSTEE1$0
DEBORAH A DRISCOLL MDTRUSTEE (EX OFFICIO)1$0
LORI H GUSTAVETRUSTEE1$0
KEVIN B MAHONEYTRUSTEE (EX OFFICIO)1$0
JULIA W PUCHTLERTRUSTEE1$0
MICHAEL R RIPCHINSKI MDTRUSTEE1$0
MICHELE M VOLPETRUSTEE1$0

Address and contacts

Address (IRS master file)
150 MONUMENT ROAD - FOURTH FLOOR, BALA CYNWYD, PA 19004-1702
In care of
% JOSEPH P HEANEY
Signed the 990-EZ
JOSEPH P HEANEY, TREASURER
Phone
(610) 902-1789
Return prepared by
PwC US Tax LLP

Mission

CLINICAL SPECIALTY ASSOCIATES SERVES TO FURTHER THE CHARITABLE HEALTHCARE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, INCLUDING THROUGH ITS ACTIVITIES OF PROMOTING HEALTH AND PROVIDING CHARITABLE HEALTHCARE AND HEALTH SERVICES TO THE COMMUNITY.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • CLINICAL SPECIALTY ASSOCIATES ("CSA") IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS"). IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR LEVELS OF CHARITY CARE PROVIDED, INCLUDING THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. CSA WAS FORMED IN OCTOBER 2024 IN ORDER TO PROVIDE CHARITABLE PRIMARY, AS WELL AS SPECIALTY, HEALTHCARE SERVICES THROUGH THE DEVELOPMENT OF A NETWORK OF PRIMARY AND SPECIALTY CARE PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS TO SERVE THE LOCAL COMMUNITY AS PART OF AN INTEGRATED HEALTHCARE DELIVERY SYSTEM.
    Expenses $631,459

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024No data

File the 2025 990-EZ for CLINICAL SPECIALTY ASSOCIATES

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
33-1617353
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2026
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E32)
Assets (IRS master file)
$1
Income (IRS master file)
$151,335

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about CLINICAL SPECIALTY ASSOCIATES

What is the EIN of CLINICAL SPECIALTY ASSOCIATES?
The employer identification number (EIN) of CLINICAL SPECIALTY ASSOCIATES is 33-1617353.
Is CLINICAL SPECIALTY ASSOCIATES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
Are donations to CLINICAL SPECIALTY ASSOCIATES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CLINICAL SPECIALTY ASSOCIATES file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CLINICAL SPECIALTY ASSOCIATES due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CLINICAL SPECIALTY ASSOCIATES last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of CLINICAL SPECIALTY ASSOCIATES?
The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does CLINICAL SPECIALTY ASSOCIATES have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $151,335, expenses of $709,505 and total assets of $0 at year end.

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