Form 990 for tax year 2022
Filed by PISACANO LEADERSHIP FOUNDATION INC.
Totals
- Total revenue
- $2,065,223
- Total expenses
- $341,706
- Contributions and grants received
- $664,968
- Grants paid
- $184,000
- Program service revenue
- $0
- Investment income
- $1,400,255
- Other revenue
- $0
- Total assets, end of year
- $10,716,667
- Total liabilities, end of year
- $22,275
- Net assets or fund balances, end of year
- $10,694,392
- Program services expenses (Part IX)
- $258,982
- Management and general expenses
- $82,724
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $258,982
Program services were 75.8% 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
$415,000
-
1f · All other contributions, gifts and grants
$249,968
-
3 · Investment income
total $211,241 · excluded $211,241
-
7a · Gross sales of assets other than inventory
securities $2,025,830
-
7b · Less cost or other basis and sales expenses
securities $836,816
-
7c · Gain or loss
securities $1,189,014
-
7d · Net gain or loss
total $1,189,014 · excluded $1,189,014
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $39,000 · program services $39,000
-
2 · Grants to domestic individuals
total $145,000 · program services $145,000
-
11b · Fees: legal
total $429 · management and general $429
-
11c · Fees: accounting
total $2,250 · management and general $2,250
-
11f · Fees: investment management
total $54,111 · management and general $54,111
-
13 · Office expenses
total $6,317 · management and general $6,317
-
17 · Travel
total $3,158 · management and general $3,158
-
19 · Conferences, conventions and meetings
total $60,077 · program services $57,631 · management and general $2,446
-
24a · Other expenses: SCHOLARS EXPENSES
total $17,351 · program services $17,351
-
24b · Other expenses: WEBSITE
total $10,092 · management and general $10,092
-
24c · Other expenses: CREDIT CARD FEES
total $1,688 · management and general $1,688
-
24d · Other expenses: MISCELLANEOUS
total $1,001 · management and general $1,001
-
24e · All other expenses
total $1,232 · management and general $1,232
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $44,159 · end of year $546,992
-
3 · Pledges and grants receivable
beginning of year $270,000
-
4 · Accounts receivable
beginning of year $3,818 · end of year $123,327
-
11 · Investments: publicly traded securities
beginning of year $11,610,568 · end of year $10,046,348
-
17 · Accounts payable and accrued expenses
beginning of year $47,307 · end of year $22,275
-
27 · Net assets without donor restrictions
beginning of year $11,881,238 · end of year $10,694,392
Mission and programs · 2022
Mission
TO DEVELOP AN ENDURING FUND WHICH WILL BE USED TO SUPPORT: 1)SCHOLARSHIPS FOR STUDENTS INTERESTED IN PURSUING A CAREER IN FAMILY MEDICINE, 2)LOAN FUNDS FOR RESIDENTS IN FAMILY MEDICINE TRAINING PROGRAMS 3)TRAINING FUNDS FOR SCHOLARSHIP RECIPIENTS TO ATTEND SEMINARS, AND 4)LEADERSHIP DEVELOPMENT TRAINING AND OPPORTUNITIES FOR SCHOLARSHIP RECIPIENTS.
Activities or mission (Part I)
PROVIDE SCHOLARSHIP AND LEADERSHIP TRAINING TO RESIDENTS IN FAMILY MEDICINE.
-
GRANTS WERE USED TO SUPPORT SCHOLARSHIPS FOR STUDENTS INTERESTED IN PURSUING A CAREER IN FAMILY MEDICINE, LOAN FUNDS FOR RESIDENTS, AND ATTEND LEADERSHIP DEVELOPMENT SEMINARS.
Expenses $162,351 · Grants $145,000
-
HOST ANNUAL LEADERSHIP TRAINING CONFERENCE FOR PISACANO SCHOLARS TO FURTHER THEIR DEVELOPMENT AS LEADERS IN FAMILY MEDICINE.
Expenses $57,631
-
FUNDED PROGRAM TO PROVIDE YOUNG RESEARCHERS WITH A RESEARCH AND POLICY IMMERSION EXPERIENCE IN THE NATION'S CAPITAL FOCUSED ON HEALTH POLICY AS SEEN FROM A FAMILY MEDICINE AND PRIMARY CARE PERSPECTIVE; (2) PROVIDE FAMILY MEDICINE WITH A RENEWABLE SOURCE OF IDEAS, ENERGY, AND COMPETENCIES, AND SERVICE THAT ENHANCES ITS PERFORMANCE; AND (3) DEVELOP THE INFRASTRUCTURE FOR POLICY-RELEVANT RESEARCH IN PRIMARY CARE AND BUILD RESEARCH CAPACITY FOR PRIMARY CARE THROUGHOUT THE NATION.
Expenses $39,000 · Grants $39,000
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Edward T Bope MDEDWARD T BOPE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kara Cadwallader MDKARA CADWALLADER MD
DIRECTOR/TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Jill Endres MDJILL ENDRES MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Devoe MDJENNIFER DEVOE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amanda M Morris MDAMANDA M MORRIS MD
DIRECTOR/SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Warren Newton MD MPHWARREN NEWTON MD MPH
PRESIDENT
- Total calculated
- $769,863
- From this org
- $0
- From related orgs
- $724,435
- Other
- $45,428
- Hours/week
- 2 + 87 related
Schedule J breakdown matched by us
- Base
- $0 + $724,435 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $28,975 related
- Nontaxable benefits
- $0 + $16,453 related
- Filer's total
- $0 + $769,863 related
-
David T O'Gurek MDDAVID T O'GUREK MD
DIRECTOR/CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Saria Saccocio MD MhaSARIA SACCOCIO MD MHA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Harry Strothers McHARRY STROTHERS MC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marti Taba MDMARTI TABA MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael Workings MDMICHAEL WORKINGS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert CattoiROBERT CATTOI
EXECUTIVE DIRECTOR
- Total calculated
- $71,835
- From this org
- $0
- From related orgs
- $57,395
- Other
- $14,440
- Hours/week
- 20
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
- 2 · Substantiation required before reimbursing expenses
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
-
OREGON HEALTH & SCIENCE UNIVERSITY
$25,000
CONTINUED LEADERSHIP EFFORTS
-
$14,000
CONTINUED LEADERSHIP EFFORTS
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.
-
AMERICAN BOARD OF FAMILY MEDICINE INC
501(C)(6) · MEDICAL SPECIALTIES BOARD · MO
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323199349303392
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