Nonprofit · EIN 86-3800365
PENN MEDICINE-PMA
Tax-exempt · PHILADELPHIA, PA 19104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $24,594,076 | $27,685,845 | -$3,091,769 | $8,423,141 | $5,272,279 | $3,150,862 |
| June 30, 2024 | 990 | $28,890,075 | $28,827,818 | $62,257 | $9,512,463 | $5,276,249 | $4,236,214 |
| June 30, 2023 | 990 | $22,497,961 | $25,694,954 | -$3,196,993 | $8,019,065 | $1,078,337 | $6,940,728 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $24,495,064
- Investment income
- $0
- Net rental income
- $6,262
- Other revenue
- $99,012
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $1,473,660
- Travel
- $17,394
- Depreciation
- $675,592
- Program services (functional)
- $25,089,302
- Management and general (functional)
- $2,596,543
Balance sheet and other
- Total assets, start of year
- $9,512,463
- Total assets, end of year
- $8,423,141
- Total liabilities, end of year
- $5,272,279
- Net assets, end of year
- $3,150,862
- Land, buildings and equipment
- $3,916,932
- Net assets without donor restrictions
- $3,150,862
- Gross receipts
- $24,594,076
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2021
- State of legal domicile
- PA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEITH KASPER | CONTROLLER/BOARD MEMBER Trustee or director, Officer | 1 | $0 | $2,762,775 | $237,535 |
| DEBORAH A DRISCOLL MD | EX-OFFICIO MEMBER, CHAIR Trustee or director, Officer | 1 | $0 | $1,701,819 | $35,909 |
| LORI H GUSTAVE | BOARD MEMBER Trustee or director | 1 | $0 | $968,072 | $141,407 |
| JULIA W PUCHTLER | BOARD MEMBER Trustee or director | 1 | $0 | $853,431 | $90,216 |
| RAYMOND J KOVALSKI MD | BOARD MEMBER Trustee or director | 1 | $0 | $657,662 | $18,933 |
| SCOTT SCHLEGEL | EX-OFFICIO, EXEC. DIRECTOR Trustee or director, Officer | 1 | $0 | $583,062 | $80,064 |
| HARVEY L WAXMAN MD | BOARD MEMBER Trustee or director | 1 | $0 | $525,034 | $60,862 |
| JOSEPH P HEANEY | BOARD MEMBER Trustee or director | 1 | $0 | $398,179 | $27,465 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DEBORAH A DRISCOLL MD | EX-OFFICIO MEMBER, CHAIR Trustee or director, Officer | 1 | $0 | $2,124,039 | $34,248 |
| KEITH KASPER | CONTROLLER/BOARD MEMBER Trustee or director, Officer | 1 | $0 | $1,810,167 | $236,866 |
| LORI H GUSTAVE | BOARD MEMBER Trustee or director | 1 | $0 | $905,147 | $140,435 |
| HARVEY L WAXMAN MD | BOARD MEMBER- AS OF 7/23 Trustee or director | 1 | $0 | $879,210 | $57,023 |
| SCOTT SCHLEGEL | EX-OFFICIO, EXEC. DIR. Trustee or director, Officer | 1 | $0 | $582,783 | $77,061 |
| RAYMOND J KOVALSKI MD | BOARD MEMBER Trustee or director | 1 | $0 | $555,983 | $18,253 |
| JOSEPH P HEANEY | BOARD MEMBER Trustee or director | 1 | $0 | $385,336 | $26,823 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEITH KASPER | CONTROLLER/BOARD MEMBER Trustee or director, Officer | 1 | $0 | $1,716,989 | $24,644 |
| DEBORAH A DRISCOLL MD | EX-OFFICIO MEMBER, CHAIR Trustee or director, Officer | 1 | $0 | $1,454,341 | $213,451 |
| LORI H GUSTAVE | BOARD MEMBER Trustee or director | 1 | $0 | $799,750 | $93,350 |
| SCOTT SCHLEGEL | EX-OFFICIO, EXEC. DIR. Trustee or director, Officer | 1 | $0 | $614,322 | $75,038 |
| RAYMOND J KOVALSKI MD | BOARD MEMBER Trustee or director | 1 | $0 | $400,170 | $16,455 |
| JOSEPH P HEANEY | BOARD MEMBER Trustee or director | 1 | $0 | $373,219 | $26,107 |
Address and contacts
- Address (IRS master file)
- 5 ATRIUM 3400 CIVIC CTR BLVD, PHILADELPHIA, PA 19104-0000
- In care of
- % SCOTT SCHLEGEL
- Principal officer (990 for 2024)
- JULIA PUCHTLER, 5 ATRIUM 3400 CIVIC CTR BLVD, PHILADELPHIA, PA 19104
- Signed the 990
- JULIA PUCHTLER, CFO
- Phone
- (215) 206-0406
- Return prepared by
- PwC US Tax LLP
Mission
PENN MEDICINE-PMA IS ORGANIZED AND OPERATED TO IMPROVE THE QUALITY AND EFFICIENCY OF HEALTH CARE BY PROVIDING CHARITABLE PRIMARY, AS WELL AS SPECIALTY, HEALTH CARE SERVICES TO THE COMMUNITY.
Program accomplishments
- PENN MEDICINE PMA 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. AS OF JUNE 30, 2025 PENN MEDICINE PMA HAS 14 PRACTICES THROUGHOUT THE REGION PROVIDING PRIMARY AND SPECIALTY CARE.Expenses $25,089,302 · revenue $24,587,814
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-3800365
- 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
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E31)
- Assets (IRS master file)
- $8,423,141
- Income (IRS master file)
- $24,594,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $24,594,076 | $27,685,845 | $8,423,141 | IRS |
| 990 | June 2024 | $28,890,075 | $28,827,818 | $9,512,463 | IRS |
| 990 | June 2023 | $22,497,961 | $25,694,954 | $8,019,065 | XML |
| 990 | June 2022 | $10,898,049 | $10,906,436 | $9,070,392 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 86-3800365).
Questions about PENN MEDICINE-PMA
- What is the EIN of PENN MEDICINE-PMA?
- The employer identification number (EIN) of PENN MEDICINE-PMA is 86-3800365.
- Is PENN MEDICINE-PMA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to PENN MEDICINE-PMA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PENN MEDICINE-PMA 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 PENN MEDICINE-PMA 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 PENN MEDICINE-PMA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PENN MEDICINE-PMA?
- The 990 for the year ended June 30, 2025 names JULIA PUCHTLER.
- Who are the officers and directors of PENN MEDICINE-PMA?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PENN MEDICINE-PMA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $24,594,076, expenses of $27,685,845 and total assets of $8,423,141 at year end.
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