Form 990 for tax year 2022
Filed by ALLEGHENY COUNTY MEDICAL SOCIETY FOUNDATION WM WEISSER ET AL TRUSTE.
Totals
- Total revenue
- $456,851
- Total expenses
- $330,025
- Contributions and grants received
- $3,677
- Grants paid
- $289,790
- Program service revenue
- $0
- Investment income
- $453,174
- Other revenue
- $0
- Total assets, end of year
- $5,748,722
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $5,748,722
- Program services expenses (Part IX)
- $289,790
- Management and general expenses
- $39,892
- Fundraising expenses
- $343
- Program service expenses (Part III)
- $289,790
Program services were 87.8% 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.
-
1f · All other contributions, gifts and grants
$3,677
-
3 · Investment income
total $162,668 · excluded $162,668
-
7a · Gross sales of assets other than inventory
securities $1,475,791
-
7b · Less cost or other basis and sales expenses
securities $1,185,285
-
7c · Gain or loss
securities $290,506
-
7d · Net gain or loss
total $290,506 · related or exempt $290,506
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $289,790 · program services $289,790
-
11a · Fees: management
total $7,814 · management and general $7,814
-
11c · Fees: accounting
total $5,250 · management and general $5,250
-
11e · Fees: professional fundraising services
total $343 · fundraising $343
-
11g · Fees: other
total $18,444 · management and general $18,444
-
13 · Office expenses
total $1,395 · management and general $1,395
-
19 · Conferences, conventions and meetings
total $448 · management and general $448
-
24a · Other expenses: OTHER EXPENSES
total $6,541 · management and general $6,541
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $44,264 · end of year $7,801
-
11 · Investments: publicly traded securities
beginning of year $7,117,300 · end of year $5,740,921
-
27 · Net assets without donor restrictions
beginning of year $7,161,564 · end of year $5,748,722
Mission and programs · 2022
Mission
ADVANCING WELLNESS BY CONFRONTING SOCIAL DETERMINANTS AND HEALTH DISPARITIES.
Activities or mission (Part I)
DONATIONS TO CHARITABLE PROJECTS IN THE MEDICAL AND HEALTH FIELD.
-
GRANTS EXTENDED TO NONPROFIT ORGANIZATIONS IN THE MEDICAL FIELD.
Expenses $289,790 · Grants $289,790
As filed on the 2022 return.
Listed in Part VII
-
SARA HUSSEY
EXECUTIVE DI
- Total calculated
- $174,516
- From this org
- $0
- From related orgs
- $166,373
- Other
- $8,143
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $166,373 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $5,061 related
- Nontaxable benefits
- not reported + $3,082 related
- Filer's total
- not reported + $174,516 related
-
DAVID DEITRICK DO
TREASURER
- Total calculated
- $0
-
JOHN P WILLIAMS MD
SECRETARY
- Total calculated
- $0
-
KEITH T KANEL MD
TRUSTEE
- Total calculated
- $0
-
MARK A GOODMAN MD
TRUSTEE
- Total calculated
- $0
-
MATTHEW B STRAKA MD
TRUSTEE
- Total calculated
- $0
-
PATRICIA L BONONI MD
TRUSTEE
- Total calculated
- $0
-
PETER G ELLIS MD
PRESIDENT
- Total calculated
- $0
-
RAYMOND E PONTZER MD
TRUSTEE
- Total calculated
- $0
-
KEVIN MIKO
TRUSTEE
- Total calculated
- $0
-
FR REGIS RYAN
TRUSTEE
- Total calculated
- $0
-
LISA OLSZAK ZUMSTEIN
INTERIM CEO
- Total calculated
- $0
- Hours/week
- 1 + 50 related
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
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
-
$20,000
EARLY EDUCATION
-
$20,000
EMERGENCY AID
-
EDUCATIONAL MATERIAL
-
EMERGENCY CHILDCARE
-
$20,000
HOMELESS SVCS
-
NORTH HILLS AFFORDABLE HOUSING
$20,000
HOUSING
-
$20,000
HEALTHCARE
-
$16,000
TEACHING
-
$12,500
MENTORING SERVICES
-
$12,000
CHILDREN
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.
-
ALLEGHENY COUNTY MEDICAL SOCIETY
501 C3 · MEDICAL · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332279349303638
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