PENNSYLVANIA MEDICAL SOCIETY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PENNSYLVANIA MEDICAL SOCIETY (EIN 23-1570227)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349308217
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:07:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231570227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA MEDICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 7175587750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WINDING CREEK BLVD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER A WILSON | PersonNm |
| Person Title | DEPUTY EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 7175587816 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | WILSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2154414600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEATHER A WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WINDING CREEK BLVD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $59,666,734 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.PAMEDSOC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1848 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 73 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $945,931 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $916,592 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $173,023 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,440 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,706,282 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,672,021 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,773,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,792,369 | CYInvestmentIncomeAmt |
| PY Other Revenue | $242,839 | PYOtherRevenueAmt |
| CY Other Revenue | $453,951 | CYOtherRevenueAmt |
| PY Total Revenue | $6,895,379 | PYTotalRevenueAmt |
| CY Total Revenue | $23,943,781 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $573,316 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $580,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,557,423 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,044,460 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,554,984 | PYOtherExpensesAmt |
| CY Other Expenses | $3,399,303 | CYOtherExpensesAmt |
| PY Total Expenses | $11,685,723 | PYTotalExpensesAmt |
| CY Total Expenses | $10,023,763 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,790,344 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,920,018 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $205,090,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,365,446 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,977,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,444,970 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $191,112,494 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $207,920,476 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PENNSYLVANIA MEDICAL SOCIETY IS A PROFESSIONAL MEMBERSHIP ORGANIZATION IN PENNSYLVANIA. THE SOCIETY IS AFFILIATED WITH COUNTY MEDICAL SOCIETIS THROUGHOUT PENNSYLVANIA. FOUNDED IN 1848, THE SOCIETY'S MISSION IS TO BE THE VOICE OF PENNSYLVANIA'S PHYSICIANS, ADVANCING QUALITY PATIENT CARE, THE ETHICAL PRACTICE OF MEDICINE AND ADVOCATION FOR THE PATIENTS THEY SERVE. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 73 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER A WILSON DEPUTY EXECUTIVE VP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7175587816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WINDING CREEK BLVD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 170501885 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANIS ADNANI | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHERRY L BLUMENTHAL MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER J BUZAS DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID A CSIKOS MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CYNTHIA T DEMUTH MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIA C ESCANO MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY M FARMA MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P FURIA MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TODD FIJEWSKI MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CANDACE R GOOD MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| AHMAD HAMEED MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TODD M HERTZBURG MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| F WILSON JACKSON III MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE R JOHN MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALTER M KLEIN MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH W LASKAS MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK A LOPATIN MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID LUCAS MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN MICHELE LUCAS-FEHM MD JD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW LUTZKANIN III MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEATH B MACKLEY MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN R MANTIONE JR MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EILEEN MARIE MOSER MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN J PAGAN MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MUKUL L PARIKH MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY D PELKOWSKI MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK A PIASIO MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAGHUVEER PUTTAGUNTA MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LORRAINE ROSAMILIA MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DILLENIA C ROSICA MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MADALYN SCHAEFGEN MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| T CLARK SIMPSON MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIA J SUNSERI MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHAD P WALKER DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P WILLIAMS MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| G ALAN YEASTED MD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD P BALABAN DO | |||||||||
| CHAIRMAN | 5.00 | Yes (X) | $60,000 | $0 | $0 | Yes (X) | |||
| MICHAEL A DELLAVECCHIA MD | |||||||||
| PRESIDENT | 5.00 | Yes (X) | $80,000 | $0 | $0 | Yes (X) | |||
| DAVID A TALENTIMD | |||||||||
| PRESIDENT ELECT | 5.00 | Yes (X) | $25,000 | $0 | $0 | Yes (X) | |||
| HEATHER WILSON | |||||||||
| DEPUTY EXECUTIVE VICE PRESIDENT | 28.00 | $139,682 | $63,531 | $56,795 | Yes (X) | 12.00 | |||
| MARTIN P RANIOWSKI | |||||||||
| EXECTIVE VICE PRESIDENT & CEO | 40.00 | $294,745 | $0 | $68,254 | Yes (X) | ||||
| CHRISTOPHER R HARTMAN | |||||||||
| DIRECTOR | 40.00 | $151,722 | $0 | $55,704 | Yes (X) | ||||
| ROBIN L ROTHERMEL | |||||||||
| DIRECTOR | 40.00 | $142,183 | $0 | $13,929 | Yes (X) | ||||
| DAVID J THOMPSON | |||||||||
| DIRECTOR | 40.00 | $142,688 | $0 | $78,261 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,036,020 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $63,531 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $272,943 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PYRAMID CONSTRUCTION | |||||
| 840 NORTH FRONT STREET | LEMOYNE | PA | 17043 | CONSTRUCTION CONTRACTOR | $1,962,387 |
| ABILA | |||||
| DEPT 3395 PO BOX 123303 | DALLAS | TX | 75312 | IT CONSULTANT | $184,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $25,440 | GovernmentGrantsAmt |
| Total Contributions | $25,440 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $2,599,826 | $2,599,826 | |
| ASSOCIATION MANAGMENT | 900099 | $1,846,443 | $1,846,443 | |
| CME CERTIFICATION | 900099 | $155,495 | $155,495 | |
| PHYSICIAN SERVICES | 900099 | $50,172 | $50,172 | |
| INSURANCE PROGRAM | 524298 | $20,085 | $20,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,672,021 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,603,971 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $945,931 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,658,040 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,911,351 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,722,953 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,188,398 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,188,398 | TotalRevenueColumnAmt |
| Exclusion | $13,188,398 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ENDORSEMENT INCOME | 900099 | $200,000 | $200,000 |
| INSURANCE ROYALTY | 900099 | $10,897 | $10,897 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243,054 | TotalRevenueColumnAmt |
| Exclusion | $243,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $453,951 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,943,781 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $205,667 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $945,931 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,766,743 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,945 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,809,044 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,078,944 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,527 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,835 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,029 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,402 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,476 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,634 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,759 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,578 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,192 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,430 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,513 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,597 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,172 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROJECT EXPENSES | $1,276,520 |
| DUES & SUBSCRIPTIONS | $106,255 |
| TEMPORARY HELP | $26,792 |
| MISCELLANEOUS EXPENSES | $11,568 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$67,449 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,023,763 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,368,375 | BOYAmt |
| EOY | $18,674,732 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,352 | BOYAmt |
| EOY | $787,903 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,502 | BOYAmt |
| EOY | $227,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,841,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,556,012 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,757,197 | BOYAmt |
| EOY | $10,285,928 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,180,841 | BOYAmt |
| EOY | $166,201,624 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,027,064 | BOYAmt |
| EOY | $17,187,601 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,090,331 | BOYAmt |
| EOY | $213,365,446 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,516,709 | BOYAmt |
| EOY | $245,291 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,237,734 | BOYAmt |
| EOY | $1,912,325 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,223,394 | BOYAmt |
| EOY | $3,287,354 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,977,837 | BOYAmt |
| EOY | $5,444,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,112,494 | BOYAmt |
| EOY | $207,920,476 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,112,494 | BOYAmt |
| EOY | $207,920,476 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,090,331 | BOYAmt |
| EOY | $213,365,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,920,018 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,090,294 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $797,670 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,379,433 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,411,532 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,977,882 | OtherExpendituresAmt |
| End Year Balance | $132,813,083 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,112,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,230,219 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,962,786 | OtherExpendituresAmt |
| End Year Balance | $123,379,433 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,932,028 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,781,703 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,601,731 | OtherExpendituresAmt |
| End Year Balance | $117,112,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,260,834 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$7,346,368 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,982,438 | OtherExpendituresAmt |
| End Year Balance | $107,932,028 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,135,104 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,503,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,378,192 | OtherExpendituresAmt |
| End Year Balance | $123,260,834 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,035,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,716 | DepreciationAmt |
| Book Value | $7,934,280 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,937 | DepreciationAmt |
| Book Value | $4,447 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $877,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $459,095 | DepreciationAmt |
| Book Value | $418,447 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,905,018 | OtherCostOrOtherBasisAmt |
| Depreciation | $976,264 | DepreciationAmt |
| Book Value | $928,754 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,285,928 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $11,181,094 | F |
| US EQUITY MUTUAL FUNDS | $45,171,312 | F |
| FIXED INCOME MUTUAL FUNDS | $13,437,665 | F |
| INTERNATIONAL EQUITY MUTUAL FUNDS | $25,748,258 | F |
| HEDGE FUNDS | $50,212,063 | F |
| EMERGING MARKETS MUTUAL FUNDS | $15,254,595 | F |
| REAL ASSETS-ALTERNATIVES | $151,712 | F |
| COMMODITIES | $5,044,925 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $166,201,624 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSETS OF CONTROLLED EXEMPT ORGANIZATIONS | Desc |
| Book Value | $17,187,601 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,187,601 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| UNALLOCATED DUES | $174,313 |
| ACCUMULATED POST RETIREMENT BENEFITS | $125,406 |
| PENSION LIABILITY | $2,462,598 |
| INVESTMENT IN SUBSIDIARY | $327,889 |
| FLEXIBLE SPENDING ACCOUNT | $1,805 |
| CURRENT PORTION OF STEELCASE LEASE | $195,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,287,354 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,517,673 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,090,294 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,090,294 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,427,379 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $516,402 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $516,402 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,943,781 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,507,361 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,507,361 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $516,402 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $516,402 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,023,763 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT AND SPECIAL PURPOSE FUNDS ARE USED TO SUPPORT OPERATIONS BASED ON A SPENDING RULE. |
| PART X, LINE 2: | THE SOCIETY, THE FOUNDATION, PAMPAC, AND PAMSPAC (COLLECTIVELY, "THE ENTITIES") HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C) AND 527 OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(1) OF THE IRC. HOWEVER, AT TIMES, THE SOCIETY IS SUBJECT TO UNRELATED BUSINESS INCOME TAX BASED ON ITS ACTIVITIES. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PMSCO'S INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS WERE COMPUTED IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES (SEE NOTE 10). THIS STANDARD REQUIRES AN ASSET AND LIABILITY METHOD OF ACCOUNTING FOR INCOME TAXES. UNDER THIS METHOD, DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE ESTIMATED FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE BOOK AND TAX BASIS OF ASSETS AND LIABILITIES, AS WELL AS THE ESTIMATED FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO NET OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. A VALUATION ALLOWANCE IS ESTABLISHED IF, BASED UPON ALL AVAILABLE INFORMATION, IT IS DEEMED MORE LIKELY THAN NOT THAT A PORTION OR ALL OF A DEFERRED TAX ASSET WILL NOT BE REALIZED. FOR THE YEAR ENDED DECEMBER 31, 2021, THE ENTITIES AND PMSCO DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. EACH OF THE ENTITIES AND PMSCO IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO DECEMBER 31, 2017. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY PARTNERS IN ASTHMA CARE INC | |||||||||
| 127 LAMPLITER LANE | MCMURRAY | PA | 15317 | 843284821 | 501(C)(3) | $0 | $50,000 | CASH | DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS |
| RESEARCH INSTITUTE OF FOX CHASE CANCER CENTER | |||||||||
| 333 COTTMAN AVE | PHILADELPHIA | PA | 19111 | 236296135 | 501(C)(3) | $0 | $50,000 | CASH | DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS |
| CHAN SOON-SHIONG MEDICAL CENTER AT WINDBER | |||||||||
| 600 SOMERSET AVE | WINDBER | PA | 15963 | 251244202 | 501(C)(3) | $0 | $50,000 | CASH | DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS |
| LEHIGH VALLEY HOSPITAL INC | |||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 231689692 | 501(C)(3) | $0 | $50,000 | CASH | DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS |
| THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY | |||||||||
| 777 EAST PARK DRIVE PO BOX 8820 | HARRISBURG | PA | 17105 | 371732501 | 501(C)(3) | $0 | $380,000 | CASH | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PENNSYLVANIA MEDICAL SOCIETY AND THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY ARE CLOSELY RELATED ORGANIZATION (AS REPORTED ON SCHEDULE R). THE ASSISTANCE PROVIDED TO THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY IS CLOSELY MONITORED THROUGH MUTUAL COOPERATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTIN P RANIOWSKI | ||||||||||||||
| EXECTIVE VICE PRESIDENT & CEO | $266,924 | $0 | $579 | $0 | $27,242 | $0 | $30,500 | $0 | $37,754 | $0 | $362,999 | $0 | $0 | $0 |
| HEATHER WILSON | ||||||||||||||
| DEPUTY EXECUTIVE VICE PRESIDENT | $112,300 | $63,531 | $350 | $0 | $27,032 | $0 | $14,824 | $6,353 | $24,987 | $10,631 | $179,493 | $80,515 | $0 | $0 |
| DAVID J THOMPSON | ||||||||||||||
| DIRECTOR | $114,310 | $0 | $350 | $0 | $28,028 | $0 | $39,893 | $0 | $38,368 | $0 | $220,949 | $0 | $0 | $0 |
| CHRISTOPHER R HARTMAN | ||||||||||||||
| DIRECTOR | $142,081 | $0 | $1,071 | $0 | $8,570 | $0 | $16,153 | $0 | $39,551 | $0 | $207,426 | $0 | $0 | $0 |
| ROBIN L ROTHERMEL | ||||||||||||||
| DIRECTOR | $132,326 | $0 | $2,260 | $0 | $7,597 | $0 | $13,929 | $0 | $0 | $0 | $156,112 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE PENNSYLVANIA MEDICAL SOCIETY IS A PROFESSIONAL MEMBERSHIP ORGANIZATION OF PHYSICIANS - THE LARGEST SINGLE MEDICAL PROFESSIONAL ORGANIZATION IN PENNSYLVANIA. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE PENNSYLVANIA MEDICAL SOCIETY IS THE VOICE OF PENNSYLVANIA'S PHYSICIANS AND THE PATIENTS THEY SERVE. WE ADVANCE QUALITY PATIENT CARE AND THE ETHICAL PRACTICE OF MEDICINE. WE PROMOTE PHYSICIAN LEADERSHIP, EDUCATION, PROFESSIONAL SATISFACTION, PRACTICE SUSTAINABILITY AND THE PUBLIC'S HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 6 | SEVERAL CATEGORIES OF MEMBERS; ACTIVE MEMBERS(MDS, DOS, RESIDENTS, FELLOWS, MEDICAL STUDENTS IN PA) HAVE RIGHT TO VOTE AND HOLD OFFICE, AFFILIATE MEMBERS(MULTIPLE TYPES OF PHYSICIANS WHO ARE NOT IN THE ACTIVE STATUS ABOVE, RETIRED, NOT PRACTICING IN PA, RESEARCH, ECT.) MAY VOTE AND HOLD OFFICE, ASSOCIATE MEMBER(OVER 70 WHO HAS BEEN AN ACTIVE MEMBER), HONORARY MEMBER(LIMITED NUMBER REQUIRES A 3/4 VOTE AT HOUSE OF DELEGATES TO BY THIS TYPE OF MEMBER) MAY NOT VOTE OR HOLD OFFICE AND ADMINISTRATIVE MEMBER(ADMINISTRATIVE SUPPORT TO A MEMBER(SUCH AS COUNTY SOCIETY EXECUTIVE, PRACTICE ADMINISTRATOR, HOSPITAL ADMINISTRATOR) MAY NOT VOTE OR HOLD OFFICE. |
| FORM 990, PART VI, SECTION A, LINE 7A | DELEGATES TO AN ANNUAL BUSINESS MEETING ELECT THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY ARE GENERALLY NOT SUBJECT TO APPROVAL BY MEMBERS, DELEGATES OR OTHER PERSONS. HOWEVER, MEMBERS CHOOSE DELEGATES TO THE ANNUAL BUSINESS MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE DIRECTOR OF ACCOUNTING AND THE DEPUTY EXECUTIVE VICE PRESIDENT PRIOR TO FILING. THE 990 IS AVAILABLE FOR REVIEW BY THE EXECUTIVE AND FINANCE COMMITTEES OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE NOTIFIED OF THE CONFLICT OF INTEREST POLICY DURING THEIR ORIENTATION. THE POLICY REQUIRES THEM TO SUBMIT AND KEEP AN UPDATED DISCLOSURE STATEMENT. THEY ARE REMINDED ANNUALLY OF THIS OBLIGATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION STUDY IS DONE PERIODICALLY FOR THE POSITIONS OF EXECUTIVE VICE PRESIDENT AND VICE PRESIDENTS. IN BETWEEN STUDIES, THE EXECUTIVE VICE PRESIDENT'S COMPENSATION IS ADJUSTED BASED ON MERIT AND COST OF LIVING. FOR VICE PRESIDENTS COMPENSATION IS ADJUSTED BASED ON MERIT AND COST OF LIVING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST, SUBJECT TO A REVIEW OF THE PURPOSE OF THE REQUEST. |
| FORM 990, PART XI, LINE 9: | INCREASE IN NET ASSETS OF CONTROLLED ORGANIZATIONS -1,839,463. EQUITY IN EARNINGS OF SUBSIDIARIES -272,673. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 2,909,806. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT OF AN INDEPENDENT AUDIT IS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA MEDICAL POLITICAL ACTION COMMITTEE | |||||||||||
| 400 WINDING CREEK BLVD | MECHANICSBURG | PA | 17050 | 331113251 | 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 | 17050 | 231511600 | PROVIDES SUPPORT TO THE FOUNDATION OF THE PA MEDICAL SOCIETY | PA | 501(C)(3) | 0 | 12(A) | FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY | |
| MEDICAL LEGACY FUND | |||||||||||
| 400 WINDING CREEK BLVD | MECHANICSBURG | PA | 17050 | 251672047 | SERVES AS A VEHICLE FOR ACCEPTING DEFERRED DONATIONS TO FOUNDATION. | PA | 501(C)(3) | 0 | 12(A) | FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY | |
| PA MEDICAL SOCIETY POLITICAL ACTION COMMITTEE | |||||||||||
| 400 WINDING CREEK BLVD | MECHANICSBURG | PA | 17050 | 231628639 | SOLICITS MONEY IN ORDER TO MAKE CONTRIBUTIONS TO POLITICAL CANDIDATES | PA | 527 | N/A | 0 | ||
| FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY | |||||||||||
| 400 WINDING CREEK BLVD | MECHANICSBURG | PA | 17050 | 371732501 | PROVIDES PROGRAMS AND SERVICES FOR INDIVIDUAL PHYSICIANS | PA | 501(C)(3) | N/A | 0 | 10 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PENNMED MEMBER SERVICES COMPANY | |||||||||||
| 400 WINDING CREEK BLVD | MECHANICSBURG | PA | 17050 | 251732670 | MEDICAL MANAGEMENT / HEALTHCARE CONSULTING | PA | N/A | C | $1,387,853 | 1.00000 | 0 |
| PA COLLABORATIVE CIN INC | |||||||||||
| 400 WINDING CREEK BLVD | MECHANICSBURG | PA | 17050 | 825474693 | HEALTHCARE NETWORK | PA | N/A | C | $1,777,049 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY | |
| B | $380,000 |
| FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY | |
| R | $433,915 |
| PENNMED MEMBER SERVICES COMPANY | |
| R | $104,990 |