Civic Intelligence

Medical Legacy Fund

990 • Fiscal year 2013 • EIN 25-1672047

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 28, 2014

Organization ProfileN/A
777 East Park Drive PO Box 882017105-8820

(717) 558-7750

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.18x

Higher debt load relative to assets than 66% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

96th percentile

3.88x

Higher debt load relative to revenue than 96% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

65th percentile

10.0%

Higher net margin than 65% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

93rd percentile

$128,897

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 516.9% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

64th percentile

7.7%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$545,711

Up $38,944 (+7.7%) from 2012

Net Assets

Up

$448,885

Up $44,930 (+11%) from 2012

Liabilities

Down

$96,826

Down $5,986 (-5.8%) from 2012

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin65th percentile

Revenue

$24,937

No earlier filing loaded for comparison.

Expenses

Down

$22,445

Down $197,642 (-90%) from 2012

Net Income

$2,492

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $690,626Liabilities 2011: $113,386Net Assets 2011: $577,2402011Assets 2012: $506,767Liabilities 2012: $102,812Net Assets 2012: $403,9552012Assets 2013: $545,711Liabilities 2013: $96,826Net Assets 2013: $448,8852013Assets 2014: $501,687Liabilities 2014: $212,736Net Assets 2014: $288,9512014Assets 2015: $468,449Liabilities 2015: $198,833Net Assets 2015: $269,6162015Assets 2016: $485,732Liabilities 2016: $196,660Net Assets 2016: $289,0722016Assets 2017: $513,054Liabilities 2017: $201,303Net Assets 2017: $311,7512017Assets 2018: $473,792Liabilities 2018: $180,431Net Assets 2018: $293,3612018Assets 2019: $490,815Liabilities 2019: $173,459Net Assets 2019: $317,3562019Assets 2020: $521,772Liabilities 2020: $165,842Net Assets 2020: $355,9302020Assets 2021: $546,927Liabilities 2021: $148,418Net Assets 2021: $398,5092021Assets 2022: $330,842Liabilities 2022: $94,146Net Assets 2022: $236,6962022Assets 2023: $364,235Liabilities 2023: $92,406Net Assets 2023: $271,8292023Assets 2024: $391,891Liabilities 2024: $61,233Net Assets 2024: $330,6582024

Highlighted filing

2013

Assets$545,711
Liabilities$96,826
Net Assets$448,885
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KExpenses 2011: $17,2182011Expenses 2012: $220,0872012Revenue 2013: $24,937Expenses 2013: $22,445Net Income 2013: $2,4922013Revenue 2014: $62,354Expenses 2014: $53,168Net Income 2014: $9,1862014Revenue 2015: $8,139Expenses 2015: $3,526Net Income 2015: $4,6132015Revenue 2016: $13,674Expenses 2016: $3,559Net Income 2016: $10,1152016Revenue 2017: $9,223Expenses 2017: $13,622Net Income 2017: -$4,3992017Revenue 2018: $30,024Expenses 2018: $3,210Net Income 2018: $26,8142018Revenue 2019: $35,576Expenses 2019: $42,469Net Income 2019: -$6,8932019Revenue 2020: $22,340Expenses 2020: $4,102Net Income 2020: $18,2382020Revenue 2021: $51,354Expenses 2021: $4,878Net Income 2021: $46,4762021Revenue 2022: $8,843Expenses 2022: $118,171Net Income 2022: -$109,3282022Revenue 2023: $9,248Expenses 2023: $3,370Net Income 2023: $5,8782023Revenue 2024: $25,118Expenses 2024: $8,809Net Income 2024: $16,3092024

Highlighted filing

2013

Revenue$24,937
Expenses$22,445
Net Income$2,492
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 28, 2014
Return Version
2013v3.0
Gross Receipts
$35,121
Mission and Program Overview

Mission

The medical legacy fund is organized for the exclusive benefit of foundation of pa medical society.

Organized for the exclusive benefit of the foundation of the pennsylvania medical society to accept contributions that are deferred in nature.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$389,157$412,733▲ $23,576
Cash and Non-Interest-Bearing Accounts$6,967$6,697▼ $270
Accounts Receivable$337$337→ $0
Prepaid Expenses and Deferred Charges$205$205→ $0
Total Assets$506,767$545,711▲ $38,944
Other Assets Total$110,101$125,739▲ $15,638
Liabilities
Other Liabilities$102,810$96,825▼ $5,985
Accounts Payable and Accrued Expenses$2$1▼ $1
Total Liabilities$102,812$96,826▼ $5,986
Net Assets / Fund Balance
Unrestricted Net Assets$173,839$201,478▲ $27,639
Temporarily Rstr Net Assets$116,352$133,643▲ $17,291
Permanently Rstr Net Assets$113,764$113,764→ $0
Total Net Assets Fund Balance$403,955$448,885▲ $44,930
Total Liabilities and Net Assets / Fund Balance$506,767$545,711▲ $38,944

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$125,739--
Other Securities$412,733--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$230,116-▲ $17,291-$247,407
2012$411,339-▲ $11,738-$230,116
2011$354,201-▲ $57,138-$411,339
2010$344,745-▲ $9,456-$354,201
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Heather a Wilson Msw CfrePresidentFT$128,897$128,897
Shirley M StuppySecretaryFT$99,321$99,321

Board Members and Trustees

NameTitle
BERNICE O'BRIENDirector
Donald E Parlee Md FacrDirector
Erick J Bergquist Md PhdDirector
Kenneth M Certa MdDirector
Kirk D Tolhurst MdDirector
Michael R Fraser Phd CaeDirector
Paul F Dende Do FacpDirector
Peter S Lund Md FacsDirector
Ravi Dukkipati MdDirector
Raymond Truex Jr MdfaansfacsDirector
Virginia Hall Md Facog FacpDirector
William J West Jr MdDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$24,937
Other Revenue
$0
Change in Net Assets
$2,492

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,937
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$42,438
Total Revenue per Audited Statements
$67,375
Total Revenue per Form 990
$24,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,445
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-$1,600-$1,600
Fees for Services Accounting-$1,230-$1,230
Fees for Service Investment Mgmnt Fees-$752-$752
Other Expenses-$15-$15
Total Functional Expenses$0$22,445$0$22,445

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,445
Total Expenses per Audited Statements$22,445
Total Expenses per Form 990$22,445
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Liability Under Split-interest Agreement$96,825
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The medical legacy fund delegates control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to the foundation of pennsylvania medical society.”

Form 990, Part VI, Section B, Line 11

“The senior director of finance and operations and the executive director of the foundation of pennsylvania medical society review the form 990. It is then reviewed by the board of directors prior to the form 990 being filed.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are all available upon request. Medical legacy fund follows the conflict of interest policy adopted by the foundation of the pa medical society.”

Form 990, Part VI, Section B, Line 15A & 15B

“The organization did not compensate any employees.”

Form 990, Part VI, Section B, Line 12A, 12B, 12C, & 13

“The medical legacy fund does not hold separate policies but as a related organization follows the policies of the foundation of the pennsylvania medical society.”

Filing and Contact Details

Filer

EIN
25-1672047
Phone
7175587750

Signing Officer

Name
Heather a Wilson
Title
President
Phone
7175587750
Signed
2014-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather a Wilson
Formed
1991
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Preparer
Kevin Mcginn
Phone
2154414600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreement 17,291. Rounding -1.”

Form 990, Part XII, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Endowment - for the benefit of the programs of the foundation of the pa medical society which support physician health, medical education and excellence in practice.”

PART X, LINE 2:

“The medical legacy fund is tax-exempt under section 501(c)(3) of the internal revenue code. The medical legacy fund files form 990 return of organization exempt from income tax on an annual basis and has not filed a form 990-t, unrelated business income tax. With few exceptions, the medical legacy fund is no longer subject to u.s. Federal or state and local income tax timing and resolution of any particular tax position. Based on the medical legacy fund's assessment of many factors, including past experience and judgments about future events, the fund does not currently anticipate changes in its tax positions over the next 12 months.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreements 17,291. Rounding -1.”

Raw XML AppendixShowing 400 of 500 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.

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IRS990/OtherLiabilitiesGrp/BOYAmt0102810
IRS990/OtherLiabilitiesGrp/EOYAmt096825
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0113764
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0113764
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0205
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0205
IRS990/PrincipalOfficerNm0HEATHER A WILSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0192961
IRS990/PYInvestmentIncomeAmt012410
IRS990/PYOtherExpensesAmt027126
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-207677
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0220087
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012410
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02492
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231511600
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03180
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03180
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0230116
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0247407
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017291
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0411339
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0230116
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0192961
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011738
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0354201
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0411339
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057138
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0344745
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0354201
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09456
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt022445
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt025148
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0125739
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS HELD IN CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt096825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER SPLIT-INTEREST AGREEMENT
IRS990ScheduleD/OtherRevenueAmt017290
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0412733
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.46000
IRS990ScheduleD/RevenueNotReportedAmt042438
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt024937
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT - FOR THE BENEFIT OF THE PROGRAMS OF THE FOUNDATION OF THE PA MEDICAL SOCIETY WHICH SUPPORT PHYSICIAN HEALTH, MEDICAL EDUCATION AND EXCELLENCE IN PRACTICE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE MEDICAL LEGACY FUND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MEDICAL LEGACY FUND FILES FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ON AN ANNUAL BASIS AND HAS NOT FILED A FORM 990-T, UNRELATED BUSINESS INCOME TAX. WITH FEW EXCEPTIONS, THE MEDICAL LEGACY FUND IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX TIMING AND RESOLUTION OF ANY PARTICULAR TAX POSITION. BASED ON THE MEDICAL LEGACY FUND'S ASSESSMENT OF MANY FACTORS, INCLUDING PAST EXPERIENCE AND JUDGMENTS ABOUT FUTURE EVENTS, THE FUND DOES NOT CURRENTLY ANTICIPATE CHANGES IN ITS TAX POSITIONS OVER THE NEXT 12 MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 17,291. ROUNDING -1.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.54000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0125739
IRS990ScheduleD/TotalBookValueSecuritiesAmt0412733
IRS990ScheduleD/TotalExpensesPerForm990Amt022445
IRS990ScheduleD/TotalLiabilityAmt096825
IRS990ScheduleD/TotalRevenuePerForm990Amt024937
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt067375
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt022445
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MEDICAL LEGACY FUND WAS ORGANIZED FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY TO ACCEPT CONTRIBUTIONS THAT ARE DEFERRED IN NATURE. WHEN THESE CONTRIBUTIONS ARE RECEIVED, DONORS ARE GIVEN THE OPTION OF HAVING THESE FUNDS SUPPORT A SPECIFIC PROGRAM OF THE FOUNDATION SUCH AS THE PHYSICIANS HEALTH PROGRAMS OR STUDENT LOAN FUND OR THEY MAY CHOOSE TO NOT SPECIFICALLY DESIGNATE THE FUNDS AND LET THEM BE UNRESTRICTED IN NATURE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEDICAL LEGACY FUND DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE FOUNDATION OF PENNSYLVANIA MEDICAL SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SENIOR DIRECTOR OF FINANCE AND OPERATIONS AND THE EXECUTIVE DIRECTOR OF THE FOUNDATION OF PENNSYLVANIA MEDICAL SOCIETY REVIEW THE FORM 990. IT IS THEN REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO THE FORM 990 BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. MEDICAL LEGACY FUND FOLLOWS THE CONFLICT OF INTEREST POLICY ADOPTED BY THE FOUNDATION OF THE PA MEDICAL SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 17,291. ROUNDING -1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DID NOT COMPENSATE ANY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MEDICAL LEGACY FUND DOES NOT HOLD SEPARATE POLICIES BUT AS A RELATED ORGANIZATION FOLLOWS THE POLICIES OF THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A & 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12A, 12B, 12C, & 13
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10PARENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PENNSYLVANIA MEDICAL SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12PENNSYLVANIA MEDICAL ACTION COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13PENNSYLVANIA MEDICAL SOCIETY ACTION COMMITTEE - FEDERAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine14PENNSYLVANIA MEDICAL SOCIETY ALLIANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231570227
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1231511600
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2331113251
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3231628639
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4232219516
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10777 E PARK DR PO BOX 8820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11777 E PARK DR PO BOX 8820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine12777 E PARK DR PO BOX 8820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine13777 E PARK DR PO BOX 8820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine14777 E PARK DR PO BOX 8820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0HARRISBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1HARRISBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City2HARRISBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City3HARRISBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City4HARRISBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1PA

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,711
Liabilities
$96,826
Net assets
$448,885
Revenue
$24,937
Expenses
$22,445
Net income
$2,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.61$3.31$0.25$0.09$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.92$2.72$0.09$0.03$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.94$2.37$0.09$1.18$1.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$1.48$3.99$0.51$0.05$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$1.66$3.56$0.22$0.04$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$1.73$3.17$0.36$0.42$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$1.80$2.93$0.30$0.03$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$2.01$3.12$0.09$0.14$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$1.97$2.89$0.14$0.04$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.68$1.99$2.70$0.08$0.04$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.02$2.13$2.89$0.62$0.53$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.46$0.97$4.49$0.25$0.22$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$1.03$4.04$2.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$1.13$5.77$0.17
Peer Organizations

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