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← CSMS PHYSICIANS HEALTH AND EDUCATION FUND

Form 990 for tax year 2022

Filed by CSMS PHYSICIANS HEALTH AND EDUCATION FUND.

Totals

Total revenue
$92,328
Total expenses
$50,800
Contributions and grants received
$80,840
Grants paid
$0
Program service revenue
$0
Investment income
$11,488
Other revenue
$0
Total assets, end of year
$638,837
Total liabilities, end of year
$75,000
Net assets or fund balances, end of year
$563,837
Program services expenses (Part IX)
$27,600
Management and general expenses
$23,200
Fundraising expenses
$0
Program service expenses (Part III)
$27,600

Program services were 54.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $80,840

  • 3 · Investment income

    total $11,488 · excluded $11,488

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $12,000 · management and general $12,000

  • 11a · Fees: management

    total $11,200 · management and general $11,200

  • 11g · Fees: other

    total $27,600 · program services $27,600

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $108,350

  • 2 · Savings and temporary cash investments

    beginning of year $95,280 · end of year $7,763

  • 3 · Pledges and grants receivable

    beginning of year $20,000 · end of year $30,000

  • 11 · Investments: publicly traded securities

    beginning of year $531,141 · end of year $477,770

  • 15 · Other assets

    beginning of year $0 · end of year $14,954

  • 19 · Deferred revenue

    beginning of year $75,000 · end of year $75,000

  • 25 · Other liabilities

    beginning of year $64,285 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $507,136 · end of year $563,837

Mission and programs · 2022

Mission

THE PHYSICIAN HEALTH AND EDUCATION FUND IS ORGANZIED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE FUND ENGAGES IN ACTIVITIES THAT ARE DESIGNED TO EDUCATE PHYSICIANS AND THE GENERAL PUBLIC, AND PROMOTE PHYSICIANS' HEALTH AND HEALTH IN GENERAL.

Activities or mission (Part I)

THE PHYSICIAN HEALTH AND EDUCATION FUND IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE FUND ENGAGES IN ACTIVITIES THAT ARE DESIGNED TO EDUCATE PHYSICIANS AND THE GENERAL PUBLIC, AND PROMOTE PHYSICIANS' HEALTH AND HEALTH IN GENERAL.

  • SPONSOR OF 12 MEDICAL HEALTH PROGRAMS AND EDUCATIONAL PROGRAMMING FOR YOUNG PHYSICIANS.

    Expenses $27,600

As filed on the 2022 return.

Listed in Part VII

  • Akella Sarma MD

    OUTGOING VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David J Hass MD

    PRESIDENT ELECT

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • David K Emmel MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Deborah Desir MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gregory Shangold MD

    OUTGOING IMMEDIATE PAST PRESIDENT

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Jay Ginsberg MD

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeffrey Gordon MD

    COUNCIL CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Khuram Ghumman MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mariam Hakim-Zargar MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ron Adelman MD

    PRESIDENT

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Stacy J Taylor MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Layne Gakos

    EXECUTIVE DIRECTOR

    Total calculated
    $164,626
    From this org
    $0
    From related orgs
    $126,703
    Other
    $37,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $126,703 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $37,923 related
    Filer's total
    $0 + $164,626 related

  • Susan Suckley

    FINANCE MANAGER

    Total calculated
    $60,417
    From this org
    $0
    From related orgs
    $53,686
    Other
    $6,731
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CONNECTICUT PHYSICIANS' GUILD

    C · TO CONDUCT A GROUP PURCHASE PROGRAM FOR CT PHYSICIANS · CT

  • CONNECTICUT STATE MEDICAL SOCIETY IPA INC

    C · A PHYSICIAN ORGANIZATION FOR MANAGED CARE. · CT

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202333149349301553

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