Form 990 for tax year 2023

What the amendment changed

Compared with the return it replaced , filed 30 October 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue

$647,314

Total expenses

$766,152

Contributions and grants received

$507,549

Grants paid

$29,519

Program service revenue

$124,164

Investment income

$15,045

Other revenue

$556

Total assets, end of year

$5,170,769

Total liabilities, end of year

$144,957

Net assets or fund balances, end of year

$5,025,812

Program services expenses (Part IX)

$693,174

Management and general expenses

$72,978

Fundraising expenses

$0

Program service expenses (Part III)

$693,174

Program services were 90.5% 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.

Mission and programs · 2023

• ESTABLISHED IN 1995 WITH A GRANT FROM THE ROBERT WOOD JOHNSON FOUNDATION, THE SACRAMENTO PHYSICIANS' INITIATIVE TO REACH OUT, INNOVATE AND TEACH (SPIRIT) SEEKS TO INCREASE AND ENHANCE PHYSICIAN RESPONSE TO THE MEDICAL NEEDS OF SACRAMENTO COUNTY'S MEDICALLY INDIGENT POPULATION THROUGH VOLUNTEERISM. KAISER PERMANENTE, UC DAVIS HEALTH SYSTEM, DIGNITY HEALTH, SUTTER MEDICAL CENTER SACRAMENTO/SUTTER MEDICAL GROUP, COUNTY OF SACRAMENTO, AND SEROTONIN SURGE CHARITIES EACH MADE A CASH CONTRIBUTION TO PROVIDE THE NECESSARY COORDINATION AND SUPPORT FOR THE PROJECT.IN ADDITION, SPIRIT RECEIVED SERVICES IN SUPPORT OF DONATED SURGERIES AT KAISER, SUTTER AMBULATORY SURGERY CENTERS, AND MERCY IN THE FORM OF FACILITY USE AS WELL AS PERSONNEL SUPPORT FOR SURGICAL SERVICES. SPIRIT RECRUITS, PLACES, AND COORDINATES REFERRALS TO VOLUNTEER PHYSICIANS IN LOCAL CLINICS, HOSPITALS AND OFFICES WHO PROVIDE FREE PRIMARY, SPECIALTY AND SURGICAL CARE TO MEDICALLY INDIGENT PATIENTS IN SACRAMENTO COUNTY. WITH THE HELP OF SPIRIT VOLUNTEER PHYSICIANS, CLINICS CAN PROVIDE PRIMARY CARE SERVICES TO MORE PATIENTS THAN COULD OTHERWISE BE SEEN, AND PATIENTS CAN RECEIVE SPECIALTY AND SURGICAL SERVICES NOT READILY AVAILABLE THROUGH THE COUNTY CLINIC SYSTEM. IN 2023, PHYSICIANS VOLUNTEERED A TOTAL OF 478 HOURS, TREATING 288 PATIENTS FOR AN ESTIMATED DONATED SERVICE VALUE IN THE AMOUNT OF $429,774.

  Expenses $693,174 · Grants $29,519 · Revenue $124,720

• THE MUSEUM OCCUPIES AN AREA OF THE GROUND FLOOR OF THE SOCIETY'S BUILDING. IN ADDITION TO BEING OPEN DURING REGULAR BUSINESS HOURS FOR THE HUNDREDS OF VISITS FROM THE GENERAL PUBLIC, CSERF PROMOTES PUBLIC SCHOOL TOURS OF THE MUSEUM BY OFFERING A SMALL GRANT TO SCHOOL APPLICANTS SUFFICIENT TO COVER THE COST OF LOCAL TRANSPORTATION. IN 2023, THE MUSEUM SCHEDULED AND HOSTED 35 TOURS. THE TOURS INCLUDED ELEMENTARY SCHOOLS, MIDDLE AND HIGH SCHOOLS AND ADULT VOCATIONAL PROGRAMS. THE MUSEUM IS MANAGED BY THE SOCIETY'S HISTORICAL COMMITTEE WHOSE MEMBERS SERVE ON A VOLUNTEER BASIS.

• THE SSVMS MEDICAL STUDENT SCHOLARSHIP FUND (SCHOLARSHIP FUND) HELPS SUPPORT DESERVING STUDENTS WHO GRADUATED FROM LOCAL AREA HIGH SCHOOLS TO PURSUE THEIR MEDICAL EDUCATION. TOTAL DONATIONS AND OTHER CONTRIBUTIONS FOR THE 2023 YEAR WERE $25,560, INTEREST, DIVIDENDS AND INVESTMENT GAINS NETTED TO A GAIN OF$57,877, AWARDED SCHOLARSHIPS WAS $29,000, AND ADMINISTRATIVE EXPENSES WERE $3,462, FOR A TOTAL NET GAIN IN THE AMOUNT OF $50,975. DONATIONS, CONTRIBUTIONS, AND INVESTMENT RETURNS WERE REPORTED AS AN INCREASE TO THE NET ASSETS WITH DONOR RESTRICTIONS IN THE CSERF FUND. THE ENDING BALANCE IN THE SCHOLARSHIP FUND AT DECEMBER 31, 2023, WAS $793,275 OF WHICH, $788,825 WAS RESTRICTED FOR ENDOWMENT AND $4,450 WAS ATTRIBUTABLE TO THE ACCUMULATED INVESTMENT GAIN.

• JOY OF MEDICINE- THE JOY OF MEDICINE PROGRAM RELIEVES PHYSICIAN PAIN AND HELPS THEM TO RECLAIM THE JOY OF PRACTICING MEDICINE THROUGH EDUCATION, ADVOCACY AND PROGRAM SERVICES DESIGNED TO NURTURE INDIVIDUAL WELL-BEING AND COLLEGIALITY AND TO PROMOTE SYSTEMS-WIDE CHANGES. THROUGH THE JOY OF MEDICINE PROGRAM, SSVMS SUPPORTS PHYSICIAN WELLNESS AND PERSONAL RESILIENCE THROUGH NO-COST COUNSELING AND EDUCATION, CONNECTING WITH COLLEAGUES THROUGH SOCIALS AND PHYSICIANS PEER GROUPS, AND COLLABORATING WITH LEADERS TO FOSTER A CULTURE OF WELLNESS IN THE LOCAL PHYSICIAN COMMUNITY.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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.

• SACRAMENTO SOCIETY FOR MEDICAL IMP

  501(C)(6) · MEDICAL SOCIETY · CA

Provenance

Return type

form_990

Tax year

2023

Filed

1 November 2024

IRS schema version

2023v5.1

Source object

202403069349302530

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