Civic Intelligence

Csms Physicians' Health & Education Fund

EIN 06-1425205 • 501(c)3 • North Haven, CT

Profile

The physician health and education fund is organzied exclusively for charitable, scientific and educational purposes. The fund engages in activities that are designed to educate physicians and the general public, and promote physicians' health and health in general.

127 Washington Ave East BldgNorth Haven, CT 06473

www.csms.org/PHEF

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.06x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

1.40x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-153%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$150,269

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 559.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

19th percentile

-13%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$627,127

Down $91,034 (-13%) from 2023

Liabilities

Down

$37,475

Down $71,850 (-66%) from 2023

Net Assets

Down

$589,652

Down $19,184 (-3.2%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin3rd percentile

Revenue

Down

$26,850

Down $78,317 (-74%) from 2023

Expenses

Down

$67,902

Down $95,486 (-58%) from 2023

Net Income

Up

-$41,052

Up $17,169 (+29%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $483,776Liabilities 2010: $152,196Net Assets 2010: $331,5802010Assets 2011: $532,601Liabilities 2011: $72,933Net Assets 2011: $459,6682011Assets 2012: $449,866Liabilities 2012: $23,550Net Assets 2012: $426,3162012Assets 2013: $456,702Liabilities 2013: $28,352Net Assets 2013: $428,3502013Assets 2014: $516,784Liabilities 2014: $29,055Net Assets 2014: $487,7292014Assets 2015: $686,293Liabilities 2015: $8,634Net Assets 2015: $677,6592015Assets 2016: $726,852Liabilities 2016: $41,008Net Assets 2016: $685,8442016Assets 2017: $749,004Liabilities 2017: $31,322Net Assets 2017: $717,6822017Assets 2018: $706,064Liabilities 2018: $16,837Net Assets 2018: $689,2272018Assets 2019: $733,076Liabilities 2019: $27,127Net Assets 2019: $705,9492019Assets 2020: $632,159Liabilities 2020: $89,285Net Assets 2020: $542,8742020Assets 2021: $646,421Liabilities 2021: $139,285Net Assets 2021: $507,1362021Assets 2022: $638,837Liabilities 2022: $75,000Net Assets 2022: $563,8372022Assets 2023: $718,161Liabilities 2023: $109,325Net Assets 2023: $608,8362023Assets 2024: $627,127Liabilities 2024: $37,475Net Assets 2024: $589,6522024

Highlighted filing

2024

Assets$627,127
Liabilities$37,475
Net Assets$589,652
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $268,7842010Revenue 2011: $385,892Expenses 2011: $251,041Net Income 2011: $134,8512011Expenses 2012: $175,7332012Revenue 2013: $172,015Expenses 2013: $151,346Net Income 2013: $20,6692013Revenue 2014: $220,104Expenses 2014: $141,890Net Income 2014: $78,2142014Revenue 2015: $430,422Expenses 2015: $235,866Net Income 2015: $194,5562015Revenue 2016: $203,794Expenses 2016: $206,415Net Income 2016: -$2,6212016Revenue 2017: $139,409Expenses 2017: $122,107Net Income 2017: $17,3022017Revenue 2018: $146,191Expenses 2018: $151,765Net Income 2018: -$5,5742018Revenue 2019: $104,691Expenses 2019: $110,930Net Income 2019: -$6,2392019Revenue 2020: $46,254Expenses 2020: $215,792Net Income 2020: -$169,5382020Revenue 2021: $77,386Expenses 2021: $126,093Net Income 2021: -$48,7072021Revenue 2022: $92,328Expenses 2022: $50,800Net Income 2022: $41,5282022Revenue 2023: $105,167Expenses 2023: $163,388Net Income 2023: -$58,2212023Revenue 2024: $26,850Expenses 2024: $67,902Net Income 2024: -$41,0522024

Highlighted filing

2024

Revenue$26,850
Expenses$67,902
Net Income-$41,052
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$627,127
Liabilities
$37,475
Net assets
$589,652
Revenue
$26,850
Expenses
$67,902
Net income
-$41,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$0.37$5.90$0.27$0.68$0.41
2023Detailed filing. Detailed filing data is available for this year.$7.18$1.09$6.09$1.05$1.63$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.75$5.64$0.92$0.51$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$1.39$5.07$0.77$1.26$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.89$5.43$0.46$2.16$1.70
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.27$7.06$1.05$1.11$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$0.17$6.89$1.46$1.52$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.31$7.18$1.39$1.22$0.17
2016Detailed filing. Detailed filing data is available for this year.$7.27$0.41$6.86$2.04$2.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$6.86$0.09$6.78$4.30$2.36$1.95
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.17$0.29$4.88$2.20$1.42$0.78
2013Detailed filing. Detailed filing data is available for this year.$4.57$0.28$4.28$1.72$1.51$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.24$4.26$1.76
2011Summary only. Only limited summary data is available for this year.$5.33$0.73$4.60$3.86$2.51$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.84$1.52$3.32$2.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$26,850
Mission and Program Overview

Mission

The physician health and education fund is organzied exclusively for charitable, scientific and educational purposes. The fund engages in activities that are designed to educate physicians and the general public, and promote physicians' health and health in general.

The physician health and education fund is organized exclusively for charitable, scientific and educational purposes. The fund engages in activities that are designed to educate physicians and the general public, and promote physicians' health and health in general.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$418,262$438,717▲ $20,455
Savings and Temporary Cash Investments$115,121$120,709▲ $5,588
Cash and Non-Interest-Bearing Accounts$154,778$67,701▼ $87,077
Pledges and Grants Receivable$30,000$0▼ $30,000
Total Assets$718,161$627,127▼ $91,034
Liabilities
Deferred Revenue$75,000$0▼ $75,000
Other Liabilities$34,325$34,325→ $0
Accounts Payable and Accrued Expenses-$3,150-
Total Liabilities$109,325$37,475▼ $71,850
Net Assets / Fund Balance
Net Assets With Donor Restrictions$608,836$589,652▼ $19,184
Total Net Assets Fund Balance$608,836$589,652▼ $19,184
Total Liabilities and Net Assets / Fund Balance$718,161$627,127▼ $91,034
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan SuckleyFinance ManagerPT-$63,057$63,057
Stacy J Taylor MdImmediate Past President--$20,000$20,000
David J Hass MdLegislative Chairperson-$6,000-$6,000

Board Members and Trustees

NameTitle
Katherine Harvey MdCouncil Chairperson
David K Emmel MdOutgoing Legislative Chairperson
Khuram Ghumman MdPresident
Mariam Hakim-zargar MdPresident Elect
Robert Mclean MdVice President
Deborah Desir MdDirector at Large
Laureen Rubino MdDirector at Large
Layne GakosExecutive Director
Brian Keyes MdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$21,850
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$-41,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,902
Salaries, Compensation, and Employee Benefits$6,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$24,000-$24,000
Fees for Service Investment Mgmnt Fees-$16,725-$16,725
Fees for Services Other$16,019--$16,019
Current Officers, Directors, Trustees, and Key Employees$6,000--$6,000
Fees for Services Accounting-$3,150-$3,150
Other Expenses$2,008--$2,008
Total Functional Expenses$24,027$43,875$0$67,902
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$34,325
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's 990 is reviewed before it is filed by connecticut state medical society's management and any member of the governing board who requests to do so.”

Form 990, Part VI, Section B, Line 12C

“All officers and directors are required to sign the conflict of interest policy annually.”

Form 990, Part VI, Section B, Line 15

“There is no compensation paid by the organization.”

Form 990, Part VI, Section C, Line 19

“All governing documents, financial statements and tax filings are available upon request.”

Filing and Contact Details

Filer

Filer Name
CSMS PHYSICIANS' HEALTH & EDUCATION FUND
EIN
06-1425205
Phone
2038650587
Address
127 WASHINGTON AVE EAST BLDG, NORTH HAVEN, CT 06473

Signing Officer

Name
Layne Gakos
Title
Executive Director
Phone
2038650587
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Layne Gakos
Formed
1995
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Cohnreznick Advisory LLC
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Lori Rothe Yokobosky
Phone
9592007000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other: program service expenses 16,019. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,019.”

Raw XML AppendixShowing 400 of 486 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03150
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PHYSICIAN HEALTH AND EDUCATION FUND IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE FUND ENGAGES IN ACTIVITIES THAT ARE DESIGNED TO EDUCATE PHYSICIANS AND THE GENERAL PUBLIC, AND PROMOTE PHYSICIANS' HEALTH AND HEALTH IN GENERAL.
IRS990/AllOtherContributionsAmt05000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN SUCKLEY
IRS990/BooksInCareOfDetail/PhoneNum02038650587
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0127 WASHINGTON AVE EAST BLDG LOWER
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006473
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0154778
IRS990/CashNonInterestBearingGrp/EOYAmt067701
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt06000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt06000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt021850
IRS990/CYOtherExpensesAmt061902
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-41052
IRS990/CYSalariesCompEmpBnftPaidAmt06000
IRS990/CYTotalExpensesAmt067902
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt026850
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt075000
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SPONSOR OF 12 MEDICAL HEALTH PROGRAMS AND EDUCATIONAL PROGRAMMING FOR YOUNG PHYSICIANS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0608836
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0589652
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt024027
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03150
IRS990/FeesForServicesAccountingGrp/TotalAmt03150
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt024000
IRS990/FeesForServicesManagementGrp/TotalAmt024000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt016019
IRS990/FeesForServicesOtherGrp/TotalAmt016019
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016725
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016725
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1038.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1011621
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt112072
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN KEYES MD
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID J HASS MD
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID K EMMEL MD
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH DESIR MD
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHERINE HARVEY MD
IRS990/Form990PartVIISectionAGrp/PersonNm5KHURAM GHUMMAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm6LAUREEN RUBINO MD
IRS990/Form990PartVIISectionAGrp/PersonNm7MARIAM HAKIM-ZARGAR MD
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT MCLEAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm9STACY J TAYLOR MD
IRS990/Form990PartVIISectionAGrp/PersonNm10LAYNE GAKOS
IRS990/Form990PartVIISectionAGrp/PersonNm11SUSAN SUCKLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt920000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10138648
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1160985
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1LEGISLATIVE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2OUTGOING LEGISLATIVE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4COUNCIL CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11FINANCE MANAGER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt026850
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt021850
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021850
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0418262
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0438717
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PHYSICIAN HEALTH AND EDUCATION FUND IS ORGANZIED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE FUND ENGAGES IN ACTIVITIES THAT ARE DESIGNED TO EDUCATE PHYSICIANS AND THE GENERAL PUBLIC, AND PROMOTE PHYSICIANS' HEALTH AND HEALTH IN GENERAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0608836
IRS990/NetAssetsOrFundBalancesEOYAmt0589652
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021869
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt02008
IRS990/OtherExpensesGrp/TotalAmt02008
IRS990/OtherLiabilitiesGrp/BOYAmt034325
IRS990/OtherLiabilitiesGrp/EOYAmt034325
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAYNE GAKOS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt074528
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030606
IRS990/PYOtherExpensesAmt0151388
IRS990/PYOtherRevenueAmt033
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-58221
IRS990/PYSalariesCompEmpBnftPaidAmt012000
IRS990/PYTotalExpensesAmt0163388
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0105167
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-41052
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0115121
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120709
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2023 AMOUNT: $ 33.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0244643
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021850
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016979
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0103309
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033
IRS990ScheduleA/OtherIncome170Grp/TotalAmt033
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67120
IRS990ScheduleA/PublicSupportPY170Pct00.58630
IRS990ScheduleA/PublicSupportTotal170Amt0233563
IRS990ScheduleA/SubstantialContributorsTotAmt011080
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt074528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt080840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029275
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0244643
IRS990ScheduleA/TotalSupportAmt0347985
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034325
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt034325
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0138648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011621
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LAYNE GAKOS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0150269
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S 990 IS REVIEWED BEFORE IT IS FILED BY CONNECTICUT STATE MEDICAL SOCIETY'S MANAGEMENT AND ANY MEMBER OF THE GOVERNING BOARD WHO REQUESTS TO DO SO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMPENSATION PAID BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX FILINGS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER: PROGRAM SERVICE EXPENSES 16,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,019.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0061274950
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1061194837
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TO CONDUCT A GROUP PURCHASE PROGRAM FOR CT PHYSICIANS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1A PHYSICIAN ORGANIZATION FOR MANAGED CARE.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONNECTICUT PHYSICIANS' GUILD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CONNECTICUT STATE MEDICAL SOCIETY IPA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0127 WASHINGTON AVE EAST BLDG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1127 WASHINGTON AVE EAST BLDG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NORTH HAVEN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1NORTH HAVEN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd006473
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd106473
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CONNECTICUT STATE MEDICAL SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONNECTICUT STATE MEDICAL SOCIETY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONNECTICUT STATE MEDICAL SOCIETY CHARITABLE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060665164
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1066340079
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO UNITE/SUPPORT THE PHYSCIANS OF CT IN PROMOTING THE HEALTH OF ITS CITIZENS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ENTITY TO POOL RESOURCES FOR CHARITABLE GIVING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0127 WASHINGTON AVE E BLDG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1127 WASHINGTON AVE E BLDG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NORTH HAVEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NORTH HAVEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006473
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd106473
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.