Totals
- Total revenue
- $7,986,715
- Total expenses
- $11,434,790
- Contributions and grants received
- $77,430
- Grants paid
- $973,769
- Program service revenue
- $4,266,529
- Investment income
- $3,367,313
- Other revenue
- $275,443
- Total assets, end of year
- $201,440,079
- Total liabilities, end of year
- $2,003,428
- Net assets or fund balances, end of year
- $199,436,651
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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
$33,717
-
1e · Government grants (contributions)
$25,440
-
1f · All other contributions, gifts and grants
$18,273
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,480,170 · excluded $2,480,170
-
2b · Program service revenue: ASSOCIATION MANAGMENT
total $1,560,563 · excluded $1,560,563
-
2c · Program service revenue: CME CERTIFICATION
total $150,705 · related or exempt $150,705
-
2d · Program service revenue: PHYSICIAN SERVICES
total $60,045 · related or exempt $60,045
-
2e · Program service revenue: INSURANCE PROGRAM
total $15,046 · excluded $15,046
-
3 · Investment income
total $2,274,176 · unrelated business $5,042 · excluded $2,269,134
-
7a · Gross sales of assets other than inventory
securities $52,644,548
-
7b · Less cost or other basis and sales expenses
securities $51,551,411
-
7c · Gain or loss
securities $1,093,137
-
7d · Net gain or loss
total $1,093,137 · excluded $1,093,137
-
11a · Other revenue: ENDORSEMENT INCOME
total $200,000 · excluded $200,000
-
11b · Other revenue: INSURANCE ROYALTY
total $8,084 · excluded $8,084
-
11d · All other revenue
total $67,359 · excluded $67,359
-
11e · Other revenue, total
$275,443
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $973,769
-
5 · Compensation of officers, directors and key employees
total $576,261
-
7 · Other salaries and wages
total $4,196,979
-
9 · Other employee benefits
total $1,218,965
-
10 · Payroll taxes
total $257,832
-
11b · Fees: legal
total $62,449
-
11c · Fees: accounting
total $70,553
-
11d · Fees: lobbying
total $10,000
-
11f · Fees: investment management
total $590,928
-
11g · Fees: other
total $75,327
-
13 · Office expenses
total $49,634
-
14 · Information technology
total $464,793
-
16 · Occupancy
total $404,345
-
17 · Travel
total $40,610
-
19 · Conferences, conventions and meetings
total $274,431
-
22 · Depreciation, depletion and amortization
total $569,383
-
23 · Insurance
total $170,920
-
24a · Other expenses: PROJECT EXPENSES
total $1,304,659
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $91,440
-
24c · Other expenses: TEMPORARY HELP
total $26,350
-
24d · Other expenses: FEDERAL TAXES
total $5,162
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $15,796,383 · end of year $10,692,379
-
4 · Accounts receivable
beginning of year $663,641 · end of year $504,487
-
9 · Prepaid expenses and deferred charges
beginning of year $385,473 · end of year $386,442
-
10a · Land, buildings and equipment: cost or other basis
$11,745,348
-
10b · Land, buildings and equipment: accumulated depreciation
$2,485,325
-
10c · Land, buildings and equipment, net
beginning of year $9,732,519 · end of year $9,260,023
-
12 · Investments: other securities
beginning of year $139,719,431 · end of year $160,708,794
-
15 · Other assets
beginning of year $18,071,327 · end of year $19,887,954
-
17 · Accounts payable and accrued expenses
beginning of year $493,997 · end of year $392,540
-
19 · Deferred revenue
beginning of year $2,065,585 · end of year $1,543,826
-
25 · Other liabilities
beginning of year $169,389 · end of year $67,062
-
27 · Net assets without donor restrictions
beginning of year $181,639,803 · end of year $199,436,651
Mission and programs · 2023
Mission
SEE SCHEDULE O
-
THE PENNSYLVANIA MEDICAL SOCIETY IS A PROFESSIONAL MEMBERSHIP ORGANIZATION IN PENNSYLVANIA. FOUNDED IN 1848, THE SOCIETY'S MISSION IS TO BE THE VOICE OF PENNSYLVANIA'S PHYSICIANS, ADVANCING QUALITY PATIENT CARE, THE ETHICAL PRACTICE OF MEDICINE AND ADVOCATION FOR THE PATIENTS THEY SERVE.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ahmad Hameed MDAHMAD HAMEED MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Amelia Pare MDAMELIA PARE MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Andrew Lutzkanin III MDANDREW LUTZKANIN III MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Benjamin Smood MDBENJAMIN SMOOD MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Christopher J Buzas DoCHRISTOPHER J BUZAS DO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Cynthia T Demuth MDCYNTHIA T DEMUTH MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David A TalentimdDAVID A TALENTIMD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David Lucas MDDAVID LUCAS MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Edward P Balaban DoEDWARD P BALABAN DO
CHAIRMAN
- Total calculated
- $60,000
- From this org
- $60,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Eileen Marie Moser MDEILEEN MARIE MOSER MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Emily Beary DoEMILY BEARY DO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
F Wilson Jackson III MDF WILSON JACKSON III MD
PRESIDENT
- Total calculated
- $80,000
- From this org
- $80,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
G Alan Yeasted MDG ALAN YEASTED MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jacob AlbersJACOB ALBERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey M Farma MDJEFFREY M FARMA MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John M Vasudevan MDJOHN M VASUDEVAN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John P Furia MDJOHN P FURIA MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John P Williams MDJOHN P WILLIAMS MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John R Mantione Jr MDJOHN R MANTIONE JR MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John Six MDJOHN SIX MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Joseph W Laskas MDJOSEPH W LASKAS MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Julio Ramos MDJULIO RAMOS MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kristen Sandel MDKRISTEN SANDEL MD
TRUSTEE
- Total calculated
- $25,000
- From this org
- $25,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Lorraine Rosamilia MDLORRAINE ROSAMILIA MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lynn Michele Lucas-Fehm MD JDLYNN MICHELE LUCAS-FEHM MD JD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Madalyn Schaefgen MDMADALYN SCHAEFGEN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mark A Lopatin MDMARK A LOPATIN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michael Suk MDMICHAEL SUK MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mukul L Parikh MDMUKUL L PARIKH MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Raghau Tirupathi MDRAGHAU TIRUPATHI MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Saurabh Sharma MDSAURABH SHARMA MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Scott Shapiro MDSCOTT SHAPIRO MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sherry L Blumenthal MDSHERRY L BLUMENTHAL MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Timothy D Pelkowski MDTIMOTHY D PELKOWSKI MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Todd Fijewski MDTODD FIJEWSKI MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Todd M Hertzburg MDTODD M HERTZBURG MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
James Latronica DoJAMES LATRONICA DO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Timothy Welby MDTIMOTHY WELBY MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Wendy E Braund MDWENDY E BRAUND MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Heather WilsonHEATHER WILSON
DEPUTY EXECUTIVE VICE PRES
- Total calculated
- $272,931
- From this org
- $148,274
- From related orgs
- $66,908
- Other
- $57,749
- Hours/week
- 28 + 12 related
Schedule J breakdown matched by us
- Base
- $116,225 + $66,908 related
- Bonus
- $0
- Other
- $32,049
- Deferred
- $15,612 + $6,691 related
- Nontaxable benefits
- $24,562 + $10,884 related
- Filer's total
- $188,448 + $84,483 related
-
Martin P RaniowskiMARTIN P RANIOWSKI
EXECTIVE VICE PRESIDENT &
- Total calculated
- $410,412
- From this org
- $341,375
- From related orgs
- $0
- Other
- $69,037
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $273,494
- Bonus
- $36,600
- Other
- $31,281
- Deferred
- $30,541
- Nontaxable benefits
- $38,496
- Filer's total
- $410,412
-
David J ThompsonDAVID J THOMPSON
DIRECTOR
- Total calculated
- $207,000
- From this org
- $152,353
- From related orgs
- $0
- Other
- $54,647
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,579
- Bonus
- $1,604
- Other
- $32,170
- Deferred
- $16,152
- Nontaxable benefits
- $38,495
- Filer's total
- $207,000
-
Richard W LongRICHARD W LONG
GENERAL COUNSEL
- Total calculated
- $229,385
- From this org
- $176,247
- From related orgs
- $0
- Other
- $53,138
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,552
- Bonus
- $0
- Other
- $10,695
- Deferred
- $18,156
- Nontaxable benefits
- $34,982
- Filer's total
- $229,385
-
Robin L RothermelROBIN L ROTHERMEL
DIRECTOR
- Total calculated
- $162,839
- From this org
- $148,134
- From related orgs
- $0
- Other
- $14,705
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,517
- Bonus
- $0
- Other
- $8,617
- Deferred
- $14,705
- Nontaxable benefits
- $0
- Filer's total
- $162,839
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
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
-
GENERAL SUPPORT
-
CARDIOLOGY CONSULTANTS
$50,000
DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS
-
$50,000
DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS
-
$50,000
DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS
-
GRAFTABLE INC
$50,000
DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS
-
DO NOT HARM PLLC
$50,000
DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS
-
DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS
-
RHEO TEK MEDICAL LLC
$50,000
DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS
-
ADVOCARE LLC
$49,972
DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS
-
DIRECT SUPPORT FOR HEALTH INNOVATION PROJECTS
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
PENNSYLVANIA MEDICAL POLITICAL ACTION COMMITTEE
527 · SOLICITS MONEY IN ORDER TO MAKE CONTRIBUTIONS TO POLITICAL CANDIDATES · PA
-
PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST
501(C)(3) · PROVIDES SUPPORT TO THE FOUNDATION OF THE PA MEDICAL SOCIETY · PA
Directly controlled by FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
-
501(C)(3) · SERVES AS A VEHICLE FOR ACCEPTING DEFERRED DONATIONS TO FOUNDATION. · PA
Directly controlled by FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
-
FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
501(C)(3) · PROVIDES PROGRAMS AND SERVICES FOR INDIVIDUAL PHYSICIANS · PA
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.
-
PENNMED MEMBER SERVICES COMPANY
C · MEDICAL MANAGEMENT / HEALTHCARE CONSULTING · PA · 100% owned · share of income $1,336,362
-
PA COLLABORATIVE CIN INC
C · HEALTHCARE NETWORK · PA · 100% owned · share of income $2,175,638
-
PA CLINICAL NETWORK ACO
C · HEALTHCARE NETWORK · PA · 100% owned
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413199349315116
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.