2025-11-12T15:45:32-06:00 2024-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2024-01-01 231570227 PENNSYLVANIA MEDICAL SOCIETY PENN 7175587750 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 HEATHER A WILSON DEPUTY EXECUTIVE VICE PRESIDENT 7175587816 2025-11-11 1 1 MARY-ANN F SCHALLER P00125034 2154414600 2024 2025-03-06 01:10:19Z HEATHER A WILSON 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 71296290 0 X WWW.PAMEDSOC.ORG X 1848 PA SEE SCHEDULE O 38 35 78 100 2295 0 77430 66567 4266529 4526450 3367313 10618098 275443 294541 7986715 15505656 973769 918846 0 0 6250037 6663688 0 0 0 4210984 4605884 11434790 12188418 -3448075 3317238 201440079 212462054 2003428 2254318 199436651 210207736 X SEE SCHEDULE O 0 0 THE PENNSYLVANIA MEDICAL SOCIETY IS A PROFESSIONAL MEMBERSHIP ORGANIZATION IN 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. 0 1 0 1 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 X 74 0 1 78 1 1 1 1 CJ EI UK BD 0 0 1 1 0 0 0 0 0 X 38 35 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X HEATHER A WILSON DEPUTY EXECUTIVE VP 7175587816 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 EMILY BEARY-YOUNKINS DO TRUSTEE 2.00 X 0 0 0 DONALD BOURNE TRUSTEE 2.00 X 0 0 0 WENDY E BRAUND MD TRUSTEE 2.00 X 0 0 0 CHRISTOPHER J BUZAS DO TRUSTEE 2.00 X 0 0 0 ARVIND R CAVALE MD TRUSTEE 2.00 X 0 0 0 CYNTHIA DEMUTH MD TRUSTEE 2.00 X 0 0 0 TODD FIJEWSKI MD TRUSTEE 2.00 X 0 0 0 RENEE FRANK MD TRUSTEE 2.00 X 0 0 0 JOHN P FURIA MD TRUSTEE 2.00 X 0 0 0 AHMAD HAMEED MD TRUSTEE 2.00 X 0 0 0 TODD M HERTZBURG MD TRUSTEE 2.00 X 0 0 0 F WILSON JACKSON MD TRUSTEE 2.00 X 0 0 0 CADENCE A KIM MD TRUSTEE 2.00 X 0 0 0 JAMES LATRONICA DO TRUSTEE 2.00 X 0 0 0 MARK A LOPATIN MD TRUSTEE 2.00 X 0 0 0 DAVID LUCAS MD TRUSTEE 2.00 X 0 0 0 LYNN MICHELE LUCAS-FEHM MD JD PRESIDENT-ELECT 5.00 X 25000 0 0 ANDREW LUTZKANIN III MD TRUSTEE 2.00 X 0 0 0 EILEEN MARIE MOSER MD TRUSTEE 2.00 X 0 0 0 GILLIAN R NARO MD TRUSTEE 2.00 X 0 0 0 JILL M OWENS MD TRUSTEE 2.00 X 0 0 0 MUKUL L PARIKH MD TRUSTEE 2.00 X 0 0 0 TIMOTHY D PELKOWSKI MD TRUSTEE 2.00 X 0 0 0 JULIO RAMOS MD TRUSTEE 2.00 X 0 0 0 LORRAINE ROSAMILIA MD TRUSTEE 2.00 X 0 0 0 SAURABH SHARMA MD TRUSTEE 2.00 X 0 0 0 MICHAEL C SLEET TRUSTEE 2.00 X 0 0 0 BENJAMIN SMOOD MD TRUSTEE 2.00 X 0 0 0 MICHAEL SUK MD TRUSTEE 2.00 X 0 0 0 RAGHAU TIRUPATHI MD TRUSTEE 2.00 X 0 0 0 TIMOTHY WELBY MD TRUSTEE 2.00 X 0 0 0 ASHLEY E WILKERSON TRUSTEE 2.00 X 0 0 0 JOHN P WILLIAMS MD TRUSTEE 2.00 X 0 0 0 JASON R WOLOSKI MD TRUSTEE 2.00 X 0 0 0 G ALAN YEASTEDMD TRUSTEE 2.00 X 0 0 0 JOHN R MANTIONE JR MD CHAIRMAN 5.00 X X 60000 0 0 KRISTEN SANDEL MD PRESIDENT 5.00 X X 80000 0 0 MICHAEL A DELLAVECCHIA MD TRUSTEE 2.00 X 0 0 0 MARTIN P RANIOWSKI EXECTIVE VICE PRESIDENT & CEO 40.00 0.00 X 314299 0 68036 HEATHER WILSON DEPUTY EXECUTIVE VICE PRESIDENT 28.00 12.00 X 153815 69250 58528 RICHARD W LONG GENERAL COUNSEL 40.00 X 177914 0 53683 ROBIN L ROTHERMEL DIRECTOR 40.00 X 153332 0 15220 ARIEL S JONES DIRECTOR 40.00 X 137524 0 30341 1101884 69250 225808 5 0 1 0 ABILA 9620 EXECUTIVE CENTER DR N200 ST PETERSBURG FL 33702 IT CONSULTANT 154245 MOREFIELD INC 35 N 35TH STREET CAMP HILL PA 17011 IT CONSULTANT 106610 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 19044 AUDIT AND ACCOUNTING CONSULTANT 105260 3 21087 25440 20040 66567 MEMBERSHIP DUES 900099 2238634 2238634 ASSOCIATION MANAGMENT 900099 2000505 2000505 CME CERTIFICATION 900099 179697 179697 PHYSICIAN SERVICES 900099 92614 92614 INSURANCE PROGRAM 524298 15000 15000 4526450 4980682 2295 4978387 61428050 55790634 5637416 5637416 5637416 ENDORSEMENT INCOME 900099 200000 200000 INSURANCE ROYALTY 900099 8240 8240 86301 86301 294541 15505656 272311 2295 15164483 918846 576869 4345036 1365622 376161 75066 81342 623729 150324 37659 538122 449258 335962 480230 164225 PROJECT EXPENSES 1544295 DUES & SUBSCRIPTIONS 102093 TEMPORARY HELP 22930 FEDERAL TAXES 649 12188418 10692379 12392860 504487 3314194 386442 342913 11821426 2897312 9260023 8924114 160708794 165817463 19887954 21670510 201440079 212462054 392540 388976 1543826 1862478 67062 2864 2003428 2254318 X 199436651 210207736 199436651 210207736 201440079 212462054 X 3317238 5591175 1862672 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 387147 387147 580721 10000 10000 96787 96787 145181 1 0 0 121787867 11578517 6073880 127292204 111301872 16556170 6070175 121787867 132813083 -15751573 5759640 111301872 123379433 15411532 5977882 132813083 117112000 14230219 7962786 123379433 1.00000 0.00000 0.00000 0 0 1000000 1000000 8082478 715776 7366702 788010 487208 300802 1950938 1694328 256610 8924114 PRIVATE EQUITY 21915538 F US EQUITY MUTUAL FUNDS 54098331 F FIXED INCOME MUTUAL FUNDS 19433088 F INTERNATIONAL EQUITY MUTUAL FUNDS 17118165 F HEDGE FUNDS 40607096 F EMERGING MARKETS MUTUAL FUNDS 12439031 F REAL ASSETS-ALTERNATIVES 206214 F 165817463 NET ASSETS OF CONTROLLED EXEMPT ORGANIZATIONS 19349646 OTHER ASSETS 122854 PENSION ASSET 1992468 INVESTMENT IN SUBSIDIARY 205542 21670510 UNALLOCATED DUES 2391 FLEXIBLE SPENDING ACCOUNT 473 2864 X 20473102 5591175 5591175 14881927 623729 623729 15505656 11564689 0 11564689 623729 623729 12188418 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, AND PAMPAC (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. INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS RELATED TO PMSCO, PA COLLABORATIVE CIN, INC., AND PA CLINICAL NETWORK ACO, INC. (COLLECTIVELY, "THE PMSCO ENTITIES") WERE COMPUTED IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES (SEE NOTE 9). 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, 2024, THE ENTITIES AND THE PMSCO ENTITIES 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 THE PMSCO ENTITIES IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOUR YEARS SUBSEQUENT TO DECEMBER 31, 2020. NO 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 PART I, LINE 3 THERE WAS NO GRANTS OR OTHER ASSISTANCE PROVIDED OUTSIDE THE U.S. 1 CARDIOLOGY CONSULTANTS 207 N BROAD STREET FL3 PHILADELPHIA PA 191071500 232076152 PC 50000 0 CASH DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS EYE & EAR FOUNDATION INC 2023 LOTHROP STREET SUITE 251 EEI PITTSBURGH PA 15213 251439732 501 (C) 3 50000 0 CASH DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS TEMPLE UNIVERSITY HOSPITAL 3401 N BROAD STREET PHILADEPHIA PA 19140 232825878 C-CORP 45204 0 CASH DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS GRAFTABLE INC 428 ANTHWYN ROAD NARBERTH PA 19072 883221603 C-CORP 50000 0 CASH DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS SUNFLOWER HEALTH 470 FARM LANE MANHEIM PA 17545 871990415 LLC-P 100000 0 CASH DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS ALTRUMED LLC 3401 GRAYS FERRY AVE BLDG 176-1031 PHILADELPHIA PA 19146 863948052 LLC-P 50000 0 CASH DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS ERIE RETINA RESEARCH 300 STATE ST STE 302 ERIE PA 16507 842647043 LLC-P 49507 0 CASH DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS THE CHILDREN'S HOSPITAL 3401 CIVIC CENTER BLVD PHILADELPHIA PA 191044318 231352166 C-CORP 50000 0 CASH DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS UNIVERSITY OF PITTSBURGH 116 ATWOOD ST STE 201 PITTSBURGH PA 15260 250965591 EXEMPT ORG 49298 0 CASH DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS FOUNDATION OF PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 371732501 501 (C) 3 419837 0 CASH GENERAL SUPPORT PART I, LINE 2: 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. 1 X X X X X X 0 0 0 MARTIN P RANIOWSKI EXECTIVE VICE PRESIDENT & CEO 282557 0 0 0 31742 0 29540 0 38496 0 382335 0 0 0 HEATHER WILSON DEPUTY EXECUTIVE VICE PRESIDENT 121189 69250 0 0 32626 0 16158 6925 24561 10884 194534 87059 0 0 RICHARD W LONG GENERAL COUNSEL 166887 0 0 0 11027 0 18701 0 34982 0 231597 0 0 0 ROBIN L ROTHERMEL DIRECTOR 144406 0 0 0 8926 0 15220 0 0 0 168552 0 0 0 ARIEL S JONES DIRECTOR 137072 0 233 0 219 0 8454 0 21887 0 167865 0 0 0 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 1,854,587. EQUITY IN EARNINGS OF SUBSIDIARIES 8,085. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSIGHT OF AN INDEPENDENT AUDIT IS UNCHANGED FROM THE PRIOR YEAR. 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) 12(A) FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY 0 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) 12(A) FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY 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) 10 N/A 0 PENNMED MEMBER SERVICES COMPANY 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 251732670 MEDICAL MANAGEMENT / HEALTHCARE CONSULTING PA N/A C 1347129 1683688 1.00000 0 PA COLLABORATIVE CIN INC 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 825474693 HEALTHCARE NETWORK PA N/A C 1869263 872768 1.00000 0 PA CLINICAL NETWORK ACO 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 870850430 HEALTHCARE NETWORK PA N/A C 6903 1.00000 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY B 300300 FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY R 119537