Civic Intelligence

Bucks County Medical Society

EIN 23-6415655 • 501(c)6 • Mechanicsburg, PA

Profile

The bucks county medical society strives to advance the professional and personal development of its physician members by providing educational and practice related resources as well as legislative advocacy. Moreover, the bucks county medical society seeks to promote optimal outcomes for our patients as well as the public health of the bucks county community. The purposes of the bucks county medical society, a component medical society of the pennsylvania medical society, shall be to extend medical knowledge and advance medical science; to elevate and maintain the standards of medical education and training; to uphold the ethics and dignity of the medical profession; to establish friendly interchange among physicians and with the general public; and to promote an enlightened public opinion with regard to public health and hygiene, so that the profession shall become more useful to the public in the prevention and management of disease and in prolonging and adding comfort to life.

400 Winding Hill BlvdMechanicsburg, PA 17050

www.buckscms.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.09x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.40x

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

88th percentile

26%

Higher net margin than 88% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.5%

Faster asset growth than 62% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$577,267

Up $45,328 (+8.5%) from 2023

Liabilities

Up

$51,212

Up $1,642 (+3.3%) from 2023

Net Assets

Up

$526,055

Up $43,686 (+9.1%) from 2023

Revenue

Up

$127,283

Up $14,087 (+12%) from 2023

Expenses

Up

$94,362

Up $968 (+1.0%) from 2023

Net Income

Up

$32,921

Up $13,119 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $638,645Liabilities 2011: $8,395Net Assets 2011: $630,2502011Assets 2012: $631,712Liabilities 2012: $11,655Net Assets 2012: $620,0572012Assets 2013: $625,618Liabilities 2013: $10,632Net Assets 2013: $614,9862013Assets 2014: $613,293Liabilities 2014: $9,117Net Assets 2014: $604,1762014Assets 2015: $543,140Liabilities 2015: $7,381Net Assets 2015: $535,7592015Assets 2016: $506,799Liabilities 2016: $5,576Net Assets 2016: $501,2232016Assets 2017: $490,402Liabilities 2017: $51,114Net Assets 2017: $439,2882017Assets 2018: $485,165Liabilities 2018: $59,347Net Assets 2018: $425,8182018Assets 2019: $514,349Liabilities 2019: $44,150Net Assets 2019: $470,1992019Assets 2020: $544,103Liabilities 2020: $53,079Net Assets 2020: $491,0242020Assets 2021: $587,371Liabilities 2021: $50,566Net Assets 2021: $536,8052021Assets 2022: $515,885Liabilities 2022: $77,875Net Assets 2022: $438,0102022Assets 2023: $531,939Liabilities 2023: $49,570Net Assets 2023: $482,3692023Assets 2024: $577,267Liabilities 2024: $51,212Net Assets 2024: $526,0552024

Highlighted filing

2024

Assets$577,267
Liabilities$51,212
Net Assets$526,055

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $160,7222011Expenses 2012: $151,7762012Revenue 2013: $124,801Expenses 2013: $158,235Net Income 2013: -$33,4342013Revenue 2014: $143,210Expenses 2014: $166,737Net Income 2014: -$23,5272014Revenue 2015: $124,984Expenses 2015: $158,892Net Income 2015: -$33,9082015Revenue 2016: $96,402Expenses 2016: $147,896Net Income 2016: -$51,4942016Revenue 2017: $55,000Expenses 2017: $147,385Net Income 2017: -$92,3852017Revenue 2018: $112,271Expenses 2018: $98,268Net Income 2018: $14,0032018Revenue 2019: $115,404Expenses 2019: $109,185Net Income 2019: $6,2192019Revenue 2020: $115,323Expenses 2020: $102,118Net Income 2020: $13,2052020Revenue 2021: $121,621Expenses 2021: $102,641Net Income 2021: $18,9802021Revenue 2022: $104,354Expenses 2022: $123,453Net Income 2022: -$19,0992022Revenue 2023: $113,196Expenses 2023: $93,394Net Income 2023: $19,8022023Revenue 2024: $127,283Expenses 2024: $94,362Net Income 2024: $32,9212024

Highlighted filing

2024

Revenue$127,283
Expenses$94,362
Net Income$32,921

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.77$0.51$5.26$1.27$0.94$0.33
2023Detailed filing. Detailed filing data is available for this year.$5.32$0.50$4.82$1.13$0.93$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.16$0.78$4.38$1.04$1.23$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.87$0.51$5.37$1.22$1.03$0.19
2020Detailed filing. Detailed filing data is available for this year.$5.44$0.53$4.91$1.15$1.02$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.14$0.44$4.70$1.15$1.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.85$0.59$4.26$1.12$0.98$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.90$0.51$4.39$0.55$1.47$0.92
2016Detailed filing. Detailed filing data is available for this year.$5.07$0.06$5.01$0.96$1.48$0.51
2015Detailed filing. Detailed filing data is available for this year.$5.43$0.07$5.36$1.25$1.59$0.34
2014Detailed filing. Detailed filing data is available for this year.$6.13$0.09$6.04$1.43$1.67$0.24
2013Detailed filing. Detailed filing data is available for this year.$6.26$0.11$6.15$1.25$1.58$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.12$6.20$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.08$6.30$1.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.0
Gross Receipts
$127,283
Mission and Program Overview

Mission

Promote the medical profession

The bucks county medical society strives to advance the professional and personal development of its physician members by providing educational and practice related resources as well as legislative advocacy. Moreover, the bucks county medical society seeks to promote optimal outcomes for our patients as well as the public health of the bucks county community. The purposes of the bucks county medical society, a component medical society of the pennsylvania medical society, shall be to extend medical knowledge and advance medical science; to elevate and maintain the standards of medical education and training; to uphold the ethics and dignity of the medical profession; to establish friendly interchange among physicians and with the general public; and to promote an enlightened public opinion with regard to public health and hygiene, so that the profession shall become more useful to the public in the prevention and management of disease and in prolonging and adding comfort to life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$390,967$472,636▲ $81,669
Cash and Non-Interest-Bearing Accounts$140,972$104,631▼ $36,341
Total Assets$531,939$577,267▲ $45,328
Liabilities
Deferred Revenue$41,653$43,433▲ $1,780
Accounts Payable and Accrued Expenses$7,917$7,779▼ $138
Total Liabilities$49,570$51,212▲ $1,642
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$482,369$526,055▲ $43,686
Total Net Assets Fund Balance$482,369$526,055▲ $43,686
Total Liabilities and Net Assets / Fund Balance$531,939$577,267▲ $45,328
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$82,708
Investment Income
$44,575
Other Revenue
$0
Change in Net Assets
$32,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$49,000$21,000-$70,000
Conferences and Meetings-$7,377-$7,377
Fees for Services Accounting-$5,857-$5,857
Office Expenses$3,457$1,229-$4,686
Insurance-$2,432-$2,432
Travel-$1,106-$1,106
Other Expenses$201$1,203-$201
Total Functional Expenses$54,158$40,204$0$94,362
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The society has a management service agreement with the pa medical society (pamed), in which pamed provides administrative services to the society, which includes membership/administration coordination, board and committee support, marketing and communications, meeting coordination, technology management, and financial management.

Form 990, Page 6, Part VI, Line 6

The organization is a membership organization for the medical professions. Membership is determined based on the organization's by-laws.

Form 990, Page 6, Part VI, Line 7A

A candidate for membership other than honorary shall make application in writing on forms provided by the society. Applications shall be reviewed pursuant to the guidelines of the society to determine whether the applicant meets the qualifications for membership. A majority vote of the board of directors present at the membership meeting is required for election to membership. An applicant dissatisfied with the decision may present the matter at the next regular meeting of the society. Officers of the society are nominated by a nominating committee and voted on by the membership of the society.

Form 990, Page 6, Part VI, Line 11B

All elected officers and the executive director review the form 990 before it is filed.

Form 990, Page 6, Part VI, Line 12C

Board members are required to complete a conflict of interest policy annually. The president and staff monitor the policy. Board members and other interested persons shall disclose all facts material to the conflict. Such person will not participate or be present to hear discussions on the conflict except to disclose material facts and respond to questions. The person will not vote on any questions regarding a conflict.

Form 990, Page 6, Part VI, Line 19

All disclosures of governing documents, financial statements and form 990 are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Bucks County Medical Society
EIN
23-6415655
Phone
8668557664
Address
400 WINDING HILL BLVD, MECHANICSBURG, PA 17050

Signing Officer

Name
Sharon Kim
Title
Executive Director
Phone
7175587750
Signed
2025-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Bohning Md
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
16

Preparer

Firm
Hamilton & Musser Pc Cpas
Address
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
Preparer
Matthew G Haar CPA Mst
Phone
7176973888
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The bucks county medical society strives to advance the professional and personal development of its physician members by providing educational and practice related resources as well as legislative advocacy. Moreover, the bucks county medical society seeks to promote optimal outcomes for our patients as well as the public health of the bucks county community. The purposes of the bucks county medical society, a component medical society of the pennsylvania medical society, shall be to extend medical knowledge and advance medical science; to elevate and maintain the standards of medical education and training; to uphold the ethics and dignity of the medical profession; to establish friendly interchange among physicians and with the general public; and to promote an enlightened public opinion with regard to public health and hygiene, so that the profession shall become more useful to the public in the prevention and management of disease and in prolonging and adding comfort to life.

Financial Statement Notes

Schedule D, Page 3, Part X

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization. Management evaluated the tax positions taken and concluded that the organization had taken no uncertain tax positions that require recognition or disclosure in the consolidated financial statements. With few exceptions, the organization is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before december 31, 2021.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DI
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IRS990/MissionDesc0THE BUCKS COUNTY MEDICAL SOCIETY STRIVES TO ADVANCE THE PROFESSIONAL AND PERSONAL DEVELOPMENT OF ITS PHYSICIAN MEMBERS BY PROVIDING EDUCATIONAL AND PRACTICE RELATED RESOURCES AS WELL AS LEGISLATIVE ADVOCACY. MOREOVER, THE BUCKS COUNTY MEDICAL SOCIETY SEEKS TO PROMOTE OPTIMAL OUTCOMES FOR OUR PATIENTS AS WELL AS THE PUBLIC HEALTH OF THE BUCKS COUNTY COMMUNITY. THE PURPOSES OF THE BUCKS COUNTY MEDICAL SOCIETY, A COMPONENT MEDICAL SOCIETY OF THE PENNSYLVANIA MEDICAL SOCIETY, SHALL BE TO EXTEND MEDICAL KNOWLEDGE AND ADVANCE MEDICAL SCIENCE; TO ELEVATE AND MAINTAIN THE STANDARDS OF MEDICAL EDUCATION AND TRAINING; TO UPHOLD THE ETHICS AND DIGNITY OF THE MEDICAL PROFESSION; TO ESTABLISH FRIENDLY INTERCHANGE AMONG PHYSICIANS AND WITH THE GENERAL PUBLIC; AND TO PROMOTE AN ENLIGHTENED PUBLIC OPINION WITH REGARD TO PUBLIC HEALTH AND HYGIENE, SO THAT THE PROFESSION SHALL BECOME MORE USEFUL TO THE PUBLIC IN THE PREVENTION AND MANAGEMENT OF DISEASE AND IN PROLONGING AND ADDING COMFORT TO LIFE.
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IRS990/PrincipalOfficerNm0MATTHEW BOHNING MD
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BUCKS COUNTY MEDICAL SOCIETY STRIVES TO ADVANCE THE PROFESSIONAL AND PERSONAL DEVELOPMENT OF ITS PHYSICIAN MEMBERS BY PROVIDING EDUCATIONAL AND PRACTICE RELATED RESOURCES AS WELL AS LEGISLATIVE ADVOCACY. MOREOVER, THE BUCKS COUNTY MEDICAL SOCIETY SEEKS TO PROMOTE OPTIMAL OUTCOMES FOR OUR PATIENTS AS WELL AS THE PUBLIC HEALTH OF THE BUCKS COUNTY COMMUNITY. THE PURPOSES OF THE BUCKS COUNTY MEDICAL SOCIETY, A COMPONENT MEDICAL SOCIETY OF THE PENNSYLVANIA MEDICAL SOCIETY, SHALL BE TO EXTEND MEDICAL KNOWLEDGE AND ADVANCE MEDICAL SCIENCE; TO ELEVATE AND MAINTAIN THE STANDARDS OF MEDICAL EDUCATION AND TRAINING; TO UPHOLD THE ETHICS AND DIGNITY OF THE MEDICAL PROFESSION; TO ESTABLISH FRIENDLY INTERCHANGE AMONG PHYSICIANS AND WITH THE GENERAL PUBLIC; AND TO PROMOTE AN ENLIGHTENED PUBLIC OPINION WITH REGARD TO PUBLIC HEALTH AND HYGIENE, SO THAT THE PROFESSION SHALL BECOME MORE USEFUL TO THE PUBLIC IN THE PREVENTION AND MANAGEMENT OF DISEASE AND IN PROLONGING AND ADDING COMFORT TO LIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOCIETY HAS A MANAGEMENT SERVICE AGREEMENT WITH THE PA MEDICAL SOCIETY (PAMED), IN WHICH PAMED PROVIDES ADMINISTRATIVE SERVICES TO THE SOCIETY, WHICH INCLUDES MEMBERSHIP/ADMINISTRATION COORDINATION, BOARD AND COMMITTEE SUPPORT, MARKETING AND COMMUNICATIONS, MEETING COORDINATION, TECHNOLOGY MANAGEMENT, AND FINANCIAL MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION FOR THE MEDICAL PROFESSIONS. MEMBERSHIP IS DETERMINED BASED ON THE ORGANIZATION'S BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A CANDIDATE FOR MEMBERSHIP OTHER THAN HONORARY SHALL MAKE APPLICATION IN WRITING ON FORMS PROVIDED BY THE SOCIETY. APPLICATIONS SHALL BE REVIEWED PURSUANT TO THE GUIDELINES OF THE SOCIETY TO DETERMINE WHETHER THE APPLICANT MEETS THE QUALIFICATIONS FOR MEMBERSHIP. A MAJORITY VOTE OF THE BOARD OF DIRECTORS PRESENT AT THE MEMBERSHIP MEETING IS REQUIRED FOR ELECTION TO MEMBERSHIP. AN APPLICANT DISSATISFIED WITH THE DECISION MAY PRESENT THE MATTER AT THE NEXT REGULAR MEETING OF THE SOCIETY. OFFICERS OF THE SOCIETY ARE NOMINATED BY A NOMINATING COMMITTEE AND VOTED ON BY THE MEMBERSHIP OF THE SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL ELECTED OFFICERS AND THE EXECUTIVE DIRECTOR REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY ANNUALLY. THE PRESIDENT AND STAFF MONITOR THE POLICY. BOARD MEMBERS AND OTHER INTERESTED PERSONS SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT. SUCH PERSON WILL NOT PARTICIPATE OR BE PRESENT TO HEAR DISCUSSIONS ON THE CONFLICT EXCEPT TO DISCLOSE MATERIAL FACTS AND RESPOND TO QUESTIONS. THE PERSON WILL NOT VOTE ON ANY QUESTIONS REGARDING A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DISCLOSURES OF GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt0P8YB3502L
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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