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← PENNSYLVANIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION

Form 990 for tax year 2022

Filed by PENNSYLVANIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION.

Totals

Total revenue
$1,429,121
Total expenses
$1,406,109
Contributions and grants received
$1,301,899
Grants paid
$17,203
Program service revenue
$47,588
Investment income
$709
Other revenue
$78,925
Total assets, end of year
$912,800
Total liabilities, end of year
$684,546
Net assets or fund balances, end of year
$228,254
Program services expenses (Part IX)
$1,402,287
Management and general expenses
$3,822
Fundraising expenses
$0
Program service expenses (Part III)
$1,402,287

Program services were 99.7% 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)

    $1,261,196

  • 1f · All other contributions, gifts and grants

    $40,703

  • 2a · Program service revenue: REGISTRATION FEES

    total $45,488 · related or exempt $45,488

  • 2b · Program service revenue: EXHIBIT FEES

    total $2,100 · related or exempt $2,100

  • 3 · Investment income

    total $709 · excluded $709

  • 11a · Other revenue: SPONSORSHIP

    total $78,925 · related or exempt $78,925

  • 11e · Other revenue, total

    $78,925

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $13,203 · program services $13,203

  • 3 · Grants to foreign organizations and individuals

    total $4,000 · program services $4,000

  • 7 · Other salaries and wages

    total $88,924 · program services $88,924

  • 8 · Pension plan contributions

    total $7,114 · program services $7,114

  • 9 · Other employee benefits

    total $15,556 · program services $15,556

  • 10 · Payroll taxes

    total $7,569 · program services $7,569

  • 11b · Fees: legal

    total $2,015 · program services $2,015

  • 11c · Fees: accounting

    total $1,770 · program services $1,770

  • 11g · Fees: other

    total $1,107,709 · program services $1,107,709

  • 12 · Advertising and promotion

    total $16,126 · program services $15,488 · management and general $638

  • 13 · Office expenses

    total $9,929 · program services $7,593 · management and general $2,336

  • 16 · Occupancy

    total $1,650 · program services $1,650

  • 17 · Travel

    total $16,346 · program services $15,961 · management and general $385

  • 19 · Conferences, conventions and meetings

    total $72,624 · program services $72,624

  • 23 · Insurance

    total $870 · program services $870

  • 24a · Other expenses: SUBSCRIPTIONS

    total $29,832 · program services $29,832

  • 24b · Other expenses: MISCELLANEOUS

    total $5,729 · program services $5,416 · management and general $313

  • 24c · Other expenses: SPEAKER EXPENSES

    total $2,012 · program services $2,012

  • 24d · Other expenses: AWARDS/RECOGNITION

    total $1,781 · program services $1,631 · management and general $150

  • 24e · All other expenses

    total $1,350 · program services $1,350

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $130,023 · end of year $121,521

  • 3 · Pledges and grants receivable

    beginning of year $177,239 · end of year $756,449

  • 4 · Accounts receivable

    beginning of year $188,366

  • 9 · Prepaid expenses and deferred charges

    beginning of year $499 · end of year $34,830

  • 15 · Other assets

    beginning of year $250

  • 17 · Accounts payable and accrued expenses

    beginning of year $287,641 · end of year $655,191

  • 19 · Deferred revenue

    beginning of year $3,494 · end of year $29,355

  • 27 · Net assets without donor restrictions

    beginning of year $186,178 · end of year $191,776

  • 28 · Net assets with donor restrictions

    beginning of year $19,064 · end of year $36,478

Mission and programs · 2022

Mission

THE PENNSYLVANIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION (FOUNDATION), ALONG WITH THE PENNSYLVANIA ACADEMY OF FAMILY PHYSICIANS (ACADEMY), WILL SUPPORT ITS MEMBERS THROUGH ADVOCACY AND EDUCATION TO ENSURE PHYSICIAN-COORDINATED, PERSONALIZED, AND COMPREHENSIVE QUALITY HEALTH CARE FOR EVERY PENNSYLVANIAN.

  • THE FOUNDATION OFFERS EDUCATIONAL PROGRAMS DESIGNED SPECIFICALLY FOR PRIMARY CARE PROVIDERS, COVERING COMPLIANCE, TECHNOLOGY, PRACTICE MANAGEMENT, AND CLINICAL ISSUES.

    Expenses $130,388 · Revenue $126,513

  • THE RESIDENCY EXPANSION GRANT PROJECT, FUNDED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH, INVESTS IN PA FAMILY MEDICINE RESIDENCY INFRASTRUCTURE BY FUNDING RESIDENCY SLOTS TO SUPPORT EXPANSION AND TO STRENGTHEN THE PIPELINE TO TRAIN MORE FAMILY PHYSICIANS TO PRACTICE IN THE PENNSYLVANIA COMMUNITIES WHERE THEY ARE MOST NEEDED. THE PROJECT INCLUDES A PROFESSIONAL DEVELOPMENT CURRICULUM FEATURING EVENTS AND OTHER OPPORTUNITIES FOR RESIDENTS TO ACCESS ESSENTIAL INFORMATION ABOUT PENNSYLVANIA PRACTICE OPPORTUNITIES IN TRADITIONALLY UNDERSERVED COMMUNITIES AND NETWORKING WITH THE COMMUNITY OF FAMILY PHYSICIANS WHO PRACTICE IN THIS TYPE OF CLINIC SETTING. THIS PROJECT IS DESIGNED TO PIPELINE PARTICIPANTS TO THE PENNSYLVANIA PRIMARY CARE CAREER CENTER AND THE PENNSYLVANIA PRIMARY CARE LOAN REPAYMENT PROGRAMS, BOTH ALSO FUNDED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH.

    Expenses $1,254,696

  • SUPPORTS EDUCATIONAL ACTIVITIES THAT EXPOSE MEDICAL STUDENTS AND RESIDENTS TO THE PROFESSION OF FAMILY MEDICINE.DIRECT EXPOSURE TO FAMILY PRACTICE IS ONE OF THE MOST EFFECTIVE WAYS OF BUILDING MEDICAL STUDENT INTEREST AND ADDRESSING THE CRITICAL SHORTAGE OF FAMILY PHYSICIANS IN PENNSYLVANIA. INTRODUCES FUTURE PHYSICIANS TO THE FAMILY MEDICINE SPECIALTY BY PROVIDING MEDICAL STUDENTS WITH SCHOLARSHIPS TO ATTEND THE NATIONAL CONFERENCE OF FAMILY PRACTICE RESIDENTS AND MEDICAL STUDENTS, A MEETING TO ENCOURAGE MEDICAL STUDENTS TO PURSUE A CAREER IN FAMILY PRACTICE.THE FAMILY PRACTICE EDUCATIONAL FUND (FPEF) WAS CREATED IN 1991 TO SUPPORT MEDICAL SCHOOL ACTIVITIES FOR STUDENTS INTERESTED IN PURSUING A CAREER IN FAMILY PRACTICE. MEDICAL SCHOOL GRADUATES, LOCAL COMPONENT CHAPTERS OF THE ACADEMY, AND MEMBERS OF THE ACADEMY AND THE AMERICAN ACADEMY OF FAMILY PHYSICIANS DONATE THE FUNDS FOR THIS PROGRAM. FPEF CRITERIA REQUIRE FUNDS BE USED ONLY TO SUPPORT GROUP ACTIVITIES SUCH AS EDUCATIONAL MEETINGS, SPEAKER FEES, ETC., AND NOT FOR INDIVIDUAL ACTIVITIES.

    Expenses $17,203 · Grants $17,203

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jason Woloski

    ACD PRESIDENT, EFFECT 3/1/22

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Tiffany Leonard MD

    ACD PRESIDENT, THRU 2/28/22

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Jason Woloski

    ACD PRESIDENT ELECT, EFFECT 3/1/21

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Jeanne Spencer MD

    ACD PRESIDENT ELECT, EFFECT 3/1/22

    Total calculated
    $1,000
    From this org
    $0
    From related orgs
    $1,000
    Other
    $0
    Hours/week
    1 + 2 related
  • Manasa Irwin MD

    TREASURER, EFFECT 3/1/22

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Thiri Bickel MD

    TREASURER, THRU 2/28/22

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Dr Chris Lupold MD

    TREASURER - INTERIM

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Perry Meadows MD

    FOUNDATION PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Heather Beauparlant Do

    FOUNDATION VP, EFFECT 3/1/22

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Susan Fidler MD

    FOUNDATION VP, THRU 2/28/22

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Tiffany Leonard MD

    BOARD CHAIR, EFFECT 3/1/22

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Tracey Conti MD

    BOARD CHAIR, THRU 2/28/22

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Stacey Robert MD

    DIRECTOR, EFFECT 3/1/22

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Barbara Nightingale MD

    DIRECTOR, EFFECT 3/1/22

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Asna Tasleem MD

    DIRECTOR, EFFECT 3/1/22

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Peter Cronholm MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Zakary Newberry MD

    DIRECTOR, THRU 2/28/22

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Drew Keister

    DIRECTOR, THRU 2/28/22

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jeanne Spencer MD

    DIRECTOR, THRU 2/28/22

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Avani Dalal

    DIRECTOR, THRU 2/28/22

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Amy Hoffman

    DIRECTOR, THRU 2/28/22

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Robert B Ennis

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $192,724
    From this org
    $0
    From related orgs
    $155,250
    Other
    $37,474
    Hours/week
    5 + 32.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,250 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,420 related
    Nontaxable benefits
    $0 + $25,054 related
    Filer's total
    $0 + $192,724 related
  • Janine Owen

    CHIEF EDUCATION OFFICER

    Total calculated
    $130,296
    From this org
    $0
    From related orgs
    $111,240
    Other
    $19,056
    Hours/week
    5 + 32.5 related
  • Jessica Martin

    CFO

    Total calculated
    $129,640
    From this org
    $0
    From related orgs
    $102,748
    Other
    $26,892
    Hours/week
    5 + 32.5 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

The filer's explanations (Part III)

PART I, LINE 3
THE SALARY OF THE EXECUTIVE VICE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THE ACADEMY IS DETERMINED BY THE BOARD OF THE ACADEMY AND APPROVED AS PART OF THE ANNUAL BUDGET. THE BOARD REVIEWS SALARY DATA FROM COMPARABLE ENTITIES AS PART OF ITS SALARY DETERMINATION.

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
2022
Filed
7 September 2023
IRS schema version
2022v5.0
Source object
202322509349300607

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