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← SOCIETY FOR THE PRESERVATION OF PHYSICIAN ASSISTANT HISTORY INC

Form 990 for tax year 2023

Filed by SOCIETY FOR THE PRESERVATION OF PHYSICIAN ASSISTANT HISTORY INC.

Totals

Total revenue
$523,370
Total expenses
$457,178
Contributions and grants received
$523,370
Grants paid
$500
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$380,461
Total liabilities, end of year
$40,360
Net assets or fund balances, end of year
$340,101
Program services expenses (Part IX)
$198,645
Management and general expenses
$258,533
Fundraising expenses
$0
Program service expenses (Part III)
$198,645

Program services were 43.5% 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.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $455,000

  • 1f · All other contributions, gifts and grants

    $68,370

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $500 · program services $500

  • 5 · Compensation of officers, directors and key employees

    total $167,890 · program services $100,734 · management and general $67,156

  • 7 · Other salaries and wages

    total $106,272 · program services $27,900 · management and general $78,372

  • 9 · Other employee benefits

    total $16,747 · program services $694 · management and general $16,053

  • 10 · Payroll taxes

    total $19,182 · program services $8,514 · management and general $10,668

  • 11b · Fees: legal

    total $3,151 · management and general $3,151

  • 11c · Fees: accounting

    total $4,200 · management and general $4,200

  • 11g · Fees: other

    total $51,238 · program services $37,365 · management and general $13,873

  • 12 · Advertising and promotion

    total $8,702 · program services $8,095 · management and general $607

  • 13 · Office expenses

    total $7,642 · management and general $7,642

  • 16 · Occupancy

    total $15,600 · management and general $15,600

  • 17 · Travel

    total $48,261 · program services $14,843 · management and general $33,418

  • 22 · Depreciation, depletion and amortization

    total $1,645 · management and general $1,645

  • 23 · Insurance

    total $3,041 · management and general $3,041

  • 24a · Other expenses: DUES

    total $2,958 · management and general $2,958

  • 24b · Other expenses: TRAINING

    total $149 · management and general $149

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $344,308 · end of year $379,961

  • 9 · Prepaid expenses and deferred charges

    beginning of year $148 · end of year $500

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $3,082

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,044

  • 25 · Other liabilities

    beginning of year $72,585 · end of year $40,360

  • 27 · Net assets without donor restrictions

    beginning of year $272,802 · end of year $338,994

  • 28 · Net assets with donor restrictions

    beginning of year $1,107 · end of year $1,107

Mission and programs · 2023

Mission

TO SHARE THE HISTORY OF THE DEVELOPMENT OF THE PA PROFESSION AND ILLUSTRATE HOW PAS CONTINUE TO MAKE A DIFFERENCE IN OUR SOCIETY.

Activities or mission (Part I)

PRESERVING AND PRESENTING THE HISTORY OF THE PA PROFESSION. UPDATED THE PAHX'S ILLUSTRATED WEBSITE WITH NEW RECORDED INTERVIEWS, BIOGRAPHIES AND PA-RELATED EXHIBITS. THE STAFF, TRUSTEES AND HISTORIANS PARTICIPATED IN PRESENTATIONS TO PA STUDENTS AND PA FACULTY.

  • THE PA HISTORY SOCIETY MAINTAINS A COLLECTION OF ARCHIVAL DOCUMENTS, REFERENCE MATERIALS, AUDIO & VIDEO CLIPS, AND MUSEUM ITEMS FROM THE DEVELOPMENT OF THE PA PROFESSION. THE SOCIETY SHARES THESE MATERIALS, VIA ITS ILLUSTRATED WEBSITE, AND DEVELOPS ADDITIONAL EDUCATIONALRESOURCES USED TO TEACH THE HISTORY OF PA PROFESSION. EACH YEAR THE SOCIETY CREATES ADDITIONAL EDUCATIONAL MATERIALS FROM ITS GROWING COLLECTION.

    Expenses $198,645 · Grants $500

As filed on the 2023 return.

Listed in Part VII

  • DAWN MORTON-RIAS

    EX-OFFICIO TRUSTEE, CEO

    Total calculated
    $679,891
    From this org
    $0
    From related orgs
    $628,061
    Other
    $51,830
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,926 related
    Bonus
    $0 + $99,235 related
    Other
    $0 + $6,900 related
    Deferred
    $0 + $39,600 related
    Nontaxable benefits
    $0 + $12,230 related
    Filer's total
    $0 + $679,891 related

  • GREG THOMAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LORI KONOPKA-SAUER

    MANAGING DIRECTOR

    Total calculated
    $167,889
    From this org
    $0
    From related orgs
    $124,436
    Other
    $43,453
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $119,536 related
    Bonus
    $0 + $4,000 related
    Other
    $0 + $900 related
    Deferred
    $0 + $15,436 related
    Nontaxable benefits
    $0 + $28,017 related
    Filer's total
    $0 + $167,889 related

  • STEPHEN WILSON

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM KOHLHEPP

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT S SMITH

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    1

  • SOPHI LEAH SCARNEWMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRUNA VARALLI-CLAYPOOL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD C VAUSE JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBIN HUNTER-BUSKEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH S MUNSELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

The filer's explanations (Part III)

FORM 990 PART VII
100% OF THE ORGANIZATION'S PAYROLL IS REPORTED UNDER A RELATED ENTITY, NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS, "NCCPA". THE ORGANIZATION REIMBURSES NCCPA FOR COMPENSATION AND BENEFITS PAID FOR ALL OF THE ORGANIZATION'S EMPLOYEES INCLUDING THE MANAGING DIRECTOR OF THE ORGANIZATION.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
16 August 2024
IRS schema version
2023v5.1
Source object
202402329349301460

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