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← THE COMMUNITY SERVICE EDUCATION AND RESEARCH FUND CSERF OF THE

Form 990 for tax year 2024

Filed by THE COMMUNITY SERVICE EDUCATION AND RESEARCH FUND CSERF OF THE.

Totals

Total revenue
$950,442
Total expenses
$845,601
Contributions and grants received
$564,841
Grants paid
$22,276
Program service revenue
$142,956
Investment income
$242,353
Other revenue
$292
Total assets, end of year
$5,439,884
Total liabilities, end of year
$213,550
Net assets or fund balances, end of year
$5,226,334
Program services expenses (Part IX)
$845,601
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$845,601

Program services were 100.0% 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.

  • 1e · Government grants (contributions)

    $232,071

  • 1f · All other contributions, gifts and grants

    $332,770

  • 2a · Program service revenue: JOY OF MEDICINE

    total $142,956 · related or exempt $142,956

  • 3 · Investment income

    total $169,586 · excluded $169,586

  • 7a · Gross sales of assets other than inventory

    securities $72,767

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $72,767

  • 7d · Net gain or loss

    total $72,767 · excluded $72,767

  • 11a · Other revenue: MISCELLANEOUS

    total $292 · related or exempt $292

  • 11e · Other revenue, total

    $292

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,276 · program services $1,276

  • 2 · Grants to domestic individuals

    total $21,000 · program services $21,000

  • 7 · Other salaries and wages

    total $473,254 · program services $473,254

  • 8 · Pension plan contributions

    total $66,060 · program services $66,060

  • 9 · Other employee benefits

    total $48,653 · program services $48,653

  • 10 · Payroll taxes

    total $37,141 · program services $37,141

  • 11a · Fees: management

    total $20,457 · program services $20,457

  • 11c · Fees: accounting

    total $10,564 · program services $10,564

  • 11g · Fees: other

    total $59,900 · program services $59,900

  • 12 · Advertising and promotion

    total $10,116 · program services $10,116

  • 13 · Office expenses

    total $13,802 · program services $13,802

  • 14 · Information technology

    total $15,597 · program services $15,597

  • 16 · Occupancy

    total $15,000 · program services $15,000

  • 17 · Travel

    total $21,069 · program services $21,069

  • 19 · Conferences, conventions and meetings

    total $1,475 · program services $1,475

  • 23 · Insurance

    total $2,953 · program services $2,953

  • 24a · Other expenses: PROGRAM EVENT EXPENSES

    total $19,860 · program services $19,860

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $6,956 · program services $6,956

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $268 · program services $268

  • 24d · Other expenses: SCHOOL TOUR EXPENSES

    total $200 · program services $200

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $373,734 · end of year $205,512

  • 4 · Accounts receivable

    beginning of year $135,420 · end of year $181,435

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,557 · end of year $11,288

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

    $1,894

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,894

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $4,432,309 · end of year $4,822,286

  • 15 · Other assets

    beginning of year $210,749 · end of year $219,363

  • 17 · Accounts payable and accrued expenses

    beginning of year $74,838 · end of year $45,083

  • 25 · Other liabilities

    beginning of year $70,119 · end of year $168,467

  • 27 · Net assets without donor restrictions

    beginning of year $4,232,537 · end of year $4,390,618

  • 28 · Net assets with donor restrictions

    beginning of year $793,275 · end of year $835,716

Mission and programs · 2024

Mission

TO PROVIDE SCHOLARSHIPS TO DESERVING MEDICAL STUDENTS AND TO FURTHER THE PROTECTION TO PUBLIC HEALTH BY THE PROMOTION OF ETHICAL AND PROFESSIONAL MEDICAL CARE.

Activities or mission (Part I)

TO FURTHER THE PROTECTION TO PUBLIC HEALTH BY PROMOTING ETHICAL AND PROFESSIONAL MEDICAL CARE.

  • GENERAL ACTIVITIES, INCLUDING: JOY OF MEDICINE AND RX SAFE PHYSICIANSTHE 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.THE RX SAFE PHYSICIANS PROGRAM IS A PARTNERSHIP WITH THE SACRAMENTO COUNTY OPIOID TASK FORCE AND PARTNERS IN CARE OF EL DORADO COUNTY. THIS PHYSICIAN LED COALITION INCLUDES COMMUNITY MEMBERS AND EXPERTS COLLABORATING TO PREVENT OPIOID MISUSE AND ABUSE TO HELP SAVE LIVES AND PROMOTE WELLNESS. THE PROGRAM FOCUSES ON EDUCATING PROVIDERS REGARDING SAFE PRESCRIBING, PROMOTING COMPLIMENTARY METHODS OF PAIN MANAGEMENT TO PHYSICIANS AND PATIENTS AND INCREASING ACCESS TO NALOXONE.

    Expenses $574,793 · Revenue $143,248

  • 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 2024, PHYSICIANS VOLUNTEERED A TOTAL OF 292 HOURS, TREATING 117 PATIENTS FOR AN ESTIMATED DONATED SERVICE VALUE IN THE AMOUNT OF $316,912.

    Expenses $244,213

  • THE SSVMS MEDICAL STUDENT SCHOLARSHIP FUND (SCHOLARSHIP FUND) HELPS SUPPORT DESERVING STUDENTS WHO GRADUATED FROM LOCAL AREA HIGH SCHOOLS TO PURSUE THEIR MEDICAL EDUCATION.

    Expenses $24,670 · Grants $22,276

  • 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 2024, THE MUSEUM SCHEDULED AND HOSTED 30 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.

    Expenses $1,925

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Vanessa J Walker

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Adam Dougherty

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • J Bianca Roberts

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Karen Hopp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • John Coburn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Shideh Chinichian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Janine Bera

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Christina Y Bilyeu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Raminder Gill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Roderick Vitangcol

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Lisa Guirguis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Olana Aberra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Sarah Barnhard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Eli Groppo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Tom Valdez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Aileen Wetzel

    EXECUTIVE DIRECTOR

    Total calculated
    $553,087
    From this org
    $0
    From related orgs
    $470,499
    Other
    $82,588
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,119 related
    Bonus
    $0 + $78,980 related
    Other
    $0 + $2,400 related
    Deferred
    $0 + $51,750 related
    Nontaxable benefits
    $0 + $36,947 related
    Filer's total
    $0 + $559,196 related

  • Lindsay Coate

    VP OF STRATEGIC OPERATIONS

    Total calculated
    $167,545
    From this org
    $145,892
    From related orgs
    $0
    Other
    $21,653
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $145,892
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,719
    Filer's total
    $168,611

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)

PART I, LINE 3
AILEEN WETZEL, CEO, IS COMPENSATED BY THE SACRAMENTO SOCIETY FOR MEDICAL IMPROVEMENT, A RELATED ORGANIZATION, AND SERVES AS TOP MANAGEMENT AND TOP FINANCIAL OFFICIAL OF THE ORGANIZATION. COMPENSATION IS DETERMINED USING THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OF DIRECTORS.

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
2024
Filed
6 October 2025
IRS schema version
2024v5.2
Source object
202542809349300224

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