Civic Intelligence

Berks County Medical Society

EIN 23-1581626 • 501(c)6 • Sinking Spring, PA

Profile

Arrange for the continuing education, provide referral services and perform various other functions for approximately 600 medical professional members.

2669 Shillington Road 501Sinking Spring, PA 19608

www.berkscms.org

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.50x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$79,053

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 68.7% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

-0.5%

Faster asset growth than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-2.4%

Faster revenue growth than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$180,086

Down $868 (-0.5%) from 2023

Liabilities

Up

$57,390

Up $12,230 (+27%) from 2023

Net Assets

Down

$122,696

Down $13,098 (-9.6%) from 2023

Revenue

Down

$115,144

Down $2,845 (-2.4%) from 2023

Expenses

Up

$140,646

Up $8,477 (+6.4%) from 2023

Net Income

Down

-$25,502

Down $11,322 (-80%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $429,844Liabilities 2011: $108,214Net Assets 2011: $321,6302011Assets 2012: $417,901Liabilities 2012: $129,055Net Assets 2012: $288,8462012Assets 2013: $392,909Liabilities 2013: $98,656Net Assets 2013: $294,2532013Assets 2014: $355,516Liabilities 2014: $105,869Net Assets 2014: $249,6472014Assets 2015: $321,666Liabilities 2015: $109,536Net Assets 2015: $212,1302015Assets 2016: $236,787Liabilities 2016: $89,506Net Assets 2016: $147,2812016Assets 2017: $235,850Liabilities 2017: $114,007Net Assets 2017: $121,8432017Assets 2018: $217,632Liabilities 2018: $102,424Net Assets 2018: $115,2082018Assets 2019: $222,569Liabilities 2019: $85,188Net Assets 2019: $137,3812019Assets 2020: $251,599Liabilities 2020: $83,235Net Assets 2020: $168,3642020Assets 2021: $237,221Liabilities 2021: $56,210Net Assets 2021: $181,0112021Assets 2022: $193,915Liabilities 2022: $60,724Net Assets 2022: $133,1912022Assets 2023: $180,954Liabilities 2023: $45,160Net Assets 2023: $135,7942023Assets 2024: $180,086Liabilities 2024: $57,390Net Assets 2024: $122,6962024

Highlighted filing

2024

Assets$180,086
Liabilities$57,390
Net Assets$122,696

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $271,5512011Expenses 2012: $270,4832012Revenue 2013: $222,058Expenses 2013: $231,009Net Income 2013: -$8,9512013Revenue 2014: $193,446Expenses 2014: $214,183Net Income 2014: -$20,7372014Revenue 2015: $152,374Expenses 2015: $183,719Net Income 2015: -$31,3452015Revenue 2016: $167,367Expenses 2016: $231,095Net Income 2016: -$63,7282016Revenue 2017: $167,848Expenses 2017: $192,934Net Income 2017: -$25,0862017Revenue 2018: $164,671Expenses 2018: $158,795Net Income 2018: $5,8762018Revenue 2019: $142,271Expenses 2019: $139,241Net Income 2019: $3,0302019Revenue 2020: $149,780Expenses 2020: $129,183Net Income 2020: $20,5972020Revenue 2021: $137,377Expenses 2021: $131,961Net Income 2021: $5,4162021Revenue 2022: $125,385Expenses 2022: $137,208Net Income 2022: -$11,8232022Revenue 2023: $117,989Expenses 2023: $132,169Net Income 2023: -$14,1802023Revenue 2024: $115,144Expenses 2024: $140,646Net Income 2024: -$25,5022024

Highlighted filing

2024

Revenue$115,144
Expenses$140,646
Net Income-$25,502

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.57$1.23$1.15$1.41$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.45$1.36$1.18$1.32$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.61$1.33$1.25$1.37$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.56$1.81$1.37$1.32$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.83$1.68$1.50$1.29$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.85$1.37$1.42$1.39$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$1.02$1.15$1.65$1.59$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$1.14$1.22$1.68$1.93$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.90$1.47$1.67$2.31$0.64
2015Detailed filing. Detailed filing data is available for this year.$3.22$1.10$2.12$1.52$1.84$0.31
2014Detailed filing. Detailed filing data is available for this year.$3.56$1.06$2.50$1.93$2.14$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.93$0.99$2.94$2.22$2.31$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$1.29$2.89$2.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$1.08$3.22$2.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 4, 2025
Return Version
2024v5.2
Gross Receipts
$115,144
Mission and Program Overview

Mission

To promote and protect the art and science of the practice of medicine for the physicians in berks county.

Arrange for the continuing education, provide referral services and perform various other functions for approximately 600 medical professional members.

Program Services

DescriptionGrantsExpenses
ARRANGE FOR CONTINUING EDUCATION, PROVIDE REFERRAL SERVICES AND PERFORM VARIOUS OTHER FUNCTIONS FOR APPROXIMATELY 250 MEDICAL PROFESSIONAL MEMBERS.$0$117,889
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TJ HUCKLEBERRYExecutive DirectorFT$71,715$7,338$79,053
WILLIAM SANTORO MDPresident-$0--
DAN FORMAN DOTreasurer-$0--
ANKIT SHAH MDVice President-$0--
Filing and Contact Details

Filer

Filer Name
Berks County Medical Society
EIN
23-1581626
Phone
6103756555
Address
2669 SHILLINGTON ROAD 501, SINKING SPRING, PA 19608

Signing Officer

Name
Beth Gerber
Title
Executive Director
Phone
6103756555
Signed
2025-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Alan Ross & Company Pc
Address
10 HEARTHSTONE COURT SUITE 100, READING, PA 19606
Preparer
Jessica Savina
Phone
6107799555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 20. Description: dividends. Amount: 6,148. Total included on form 990-ez, line 4: 6,168. Total to form 990-ez, line 14: 2,923.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: banquet & fellowship. Amount: 23,500.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 698. Description: other expenses. Amount: 2,225.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 3,081. Description: investment fees. Amount: 801. Description: miscellanenous expense. Amount: 296. Description: telephone. Amount: 1,711. Description: office supplies. Amount: 9,545. Description: payroll taxes. Amount: 5,998. Description: educational trust fund. Amount: 9,000. Description: dues & subscriptions. Amount: 540. Description: banquet & fellowship. Amount: 8,089. Description: advertising. Amount: 15,013. Total to form 990-ez, line 16: 54,074.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized holding loss on investments. Amount: 12,404.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 2,819. End of year amount: 2,121.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 44,334. End of year amount: 49,436. Description: due to affiliate. Beg. Of year amount: 63. End of year amount: 7,129. Description: credit card payable. Beg. Of year amount: 763. End of year amount: 825.

Raw XML Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BETH GERBER
IRS990EZ/BooksInCareOfDetail/PhoneNum06103756555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02669 SHILLINGTON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SINKING SPRING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0178135
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0177965
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-25502
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04211
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0180954
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0180086
IRS990EZ/GrossReceiptsAmt0115144
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06168
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0135794
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0135794
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122696
IRS990EZ/OccupancyRentUtltsAndMaintAmt02923
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt071715
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt07338
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TJ HUCKLEBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM SANTORO MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN FORMAN DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANKIT SHAH MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02819
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02121
IRS990EZ/OtherChangesInNetAssetsAmt012404
IRS990EZ/OtherExpensesTotalAmt054074
IRS990EZ/OtherRevenueTotalAmt023500
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ARRANGE FOR THE CONTINUING EDUCATION, PROVIDE REFERRAL SERVICES AND PERFORM VARIOUS OTHER FUNCTIONS FOR APPROXIMATELY 600 MEDICAL PROFESSIONAL MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt0385
IRS990EZ/ProgramServiceRevenueAmt085476
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ARRANGE FOR CONTINUING EDUCATION, PROVIDE REFERRAL SERVICES AND PERFORM VARIOUS OTHER FUNCTIONS FOR APPROXIMATELY 250 MEDICAL PROFESSIONAL MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0117889
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt079053
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt045160
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt057390
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0140646
IRS990EZ/TotalProgramServiceExpensesAmt0117889
IRS990EZ/TotalRevenueAmt0115144
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BERKSCMS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 20. DESCRIPTION: DIVIDENDS. AMOUNT: 6,148. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,168. TOTAL TO FORM 990-EZ, LINE 14: 2,923.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANQUET & FELLOWSHIP. AMOUNT: 23,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 698. DESCRIPTION: OTHER EXPENSES. AMOUNT: 2,225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INSURANCE. AMOUNT: 3,081. DESCRIPTION: INVESTMENT FEES. AMOUNT: 801. DESCRIPTION: MISCELLANENOUS EXPENSE. AMOUNT: 296. DESCRIPTION: TELEPHONE. AMOUNT: 1,711. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 9,545. DESCRIPTION: PAYROLL TAXES. AMOUNT: 5,998. DESCRIPTION: EDUCATIONAL TRUST FUND. AMOUNT: 9,000. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 540. DESCRIPTION: BANQUET & FELLOWSHIP. AMOUNT: 8,089. DESCRIPTION: ADVERTISING. AMOUNT: 15,013. TOTAL TO FORM 990-EZ, LINE 16: 54,074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED HOLDING LOSS ON INVESTMENTS. AMOUNT: 12,404.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 2,819. END OF YEAR AMOUNT: 2,121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 44,334. END OF YEAR AMOUNT: 49,436. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 63. END OF YEAR AMOUNT: 7,129. DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 763. END OF YEAR AMOUNT: 825.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH GERBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06103756555
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKS COUNTY MEDICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0231581626
ReturnHeader/Filer/PhoneNum06103756555
ReturnHeader/Filer/USAddress/AddressLine1Txt02669 SHILLINGTON ROAD 501
ReturnHeader/Filer/USAddress/CityNm0SINKING SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205367494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 HEARTHSTONE COURT SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019606
ReturnHeader/PreparerPersonGrp/PhoneNum06107799555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA SAVINA
ReturnHeader/ReturnTs02025-08-04T11:54:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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