Civic Intelligence

Medical Legacy Fund

EIN 25-1672047 • 501(c)3 • Mechanicsburg, PA

Profile

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

400 Winding Creek BlvdMechanicsburg, PA 17050

n/A

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

2.44x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$382,335

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 1522.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

172%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$391,891

Up $27,656 (+7.6%) from 2023

Liabilities

Down

$61,233

Down $31,173 (-34%) from 2023

Net Assets

Up

$330,658

Up $58,829 (+22%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin93rd percentile

Revenue

Up

$25,118

Up $15,870 (+172%) from 2023

Expenses

Up

$8,809

Up $5,439 (+161%) from 2023

Net Income

Up

$16,309

Up $10,431 (+177%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$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

2024

Assets$391,891
Liabilities$61,233
Net Assets$330,658
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$25,118
Expenses$8,809
Net Income$16,309
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
$391,891
Liabilities
$61,233
Net assets
$330,658
Revenue
$25,118
Expenses
$8,809
Net income
$16,309
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.2
Gross Receipts
$25,118
Mission and Program Overview

Mission

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

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$360,587$388,417▲ $27,830
Cash and Non-Interest-Bearing Accounts$3,632$3,474▼ $158
Prepaid Expenses and Deferred Charges$16$0▼ $16
Total Assets$364,235$391,891▲ $27,656
Liabilities
Other Liabilities$92,406$61,233▼ $31,173
Total Liabilities$92,406$61,233▼ $31,173
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$222,922$252,017▲ $29,095
Net Assets With Donor Restrictions$48,907$78,641▲ $29,734
Total Net Assets Fund Balance$271,829$330,658▲ $58,829
Total Liabilities and Net Assets / Fund Balance$364,235$391,891▲ $27,656

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$388,417--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$-11,641-▲ $29,734-$18,093
2023$-21,589-▲ $9,948-$-11,641
2022$18,633-▼ $40,222-$-21,589
2021$30,320-▼ $11,687-$18,633
2020$47,058-▼ $16,738-$30,320
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleOtherTotal
Tiffany Booher MalpccaadccipccsmSecretary$119,748$119,748

Board Members and Trustees

NameTitle
Heather a Wilson MswcfrecaefcppPresident
Daniel B Kimball Jr Md MacpDirector
Donna Baver RovitoDirector
Kenneth M Certa MdDirector
Lawrence R John MdDirector
Lynda Thomas-mabine Md FacogDirector
Martin P Raniowski Ma Cae FcppDirector
Paul F Dende Do FacpDirector
Sarah Al-obaydi Md MphDirector
Virginia E Hall Md Facog FacpDirector
William J West Jr MdDirector
William R Dewar Iii Md FacpDirector
Ara KhoylyanMedical Student Trustee Elect
Stacie KerbelStudent Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,118
Other Revenue
$0
Change in Net Assets
$16,309

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,118
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$42,520
Total Revenue per Audited Statements
$67,638
Total Revenue per Form 990
$25,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,809
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
Other Expenses-$5,090-$5,090
Fees for Service Investment Mgmnt Fees-$2,008-$2,008
Fees for Services Accounting-$1,696-$1,696
Office Expenses-$15-$15
Total Functional Expenses$0$8,809$0$8,809

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,809
Total Expenses per Audited Statements$8,809
Total Expenses per Form 990$8,809
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$61,233
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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 11B

“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 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

Filer Name
Medical Legacy Fund
EIN
25-1672047
Phone
7175587810
Address
400 WINDING CREEK BLVD, MECHANICSBURG, PA 17050

Signing Officer

Name
Heather a Wilson
Title
President
Phone
7175587810
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather a Wilson
Formed
1991
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Kreischer Miller
Address
100 WITMER ROAD SUITE 350, HORSHAM, PA 19044-2369
Preparer
Mary-ann F Schaller
Phone
2154414600
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

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

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreement 29,734.”

Form 990, Part XII, Line 2C

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

FORM 990, SCHEDULE A, LINE 12G (EXPLANATION):

“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. The remainder of the contributions after donor obligations are met then go to support the programs of the foundation.”

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 foundation, the fund, and the trust have been recognized by the internal revenue service as tax-exempt organizations as described in section 501(c)(3) of the internal revenue code (irc) and are exempt from federal income taxes pursuant to section 501(c)(1) of the irc. No provision for income taxes has been reflected in the accompanying combined financial statements. For the year ended december 31, 2024, the pamed foundation did not identify any uncertain tax positions taken or expected to be taken, which would require adjustment to or disclosure in the combined financial statements. The foundation, the fund, and the trust are potentially subject to federal, state, and local examinations for years subsequent to december 31, 2020.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreements 29,734.”

Raw XML AppendixShowing 400 of 560 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12STUDENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEDICAL STUDENT TRUSTEE ELECT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt014926
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014926
IRS990/GrossReceiptsAmt025118
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010192
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010192
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0360587
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0388417
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MEDICAL LEGACY FUND IS ORGANIZED FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION OF THE PA MEDICAL SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0271829
IRS990/NetAssetsOrFundBalancesEOYAmt0330658
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014926
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014926
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012786
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0222922
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0252017
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015
IRS990/OfficeExpensesGrp/TotalAmt015
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt029734
IRS990/OtherExpensesGrp/Desc0CHARITABLE GIFT ANNUITY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05090
IRS990/OtherExpensesGrp/TotalAmt05090
IRS990/OtherLiabilitiesGrp/BOYAmt092406
IRS990/OtherLiabilitiesGrp/EOYAmt061233
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0HEATHER A WILSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09248
IRS990/PYOtherExpensesAmt03370
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05878
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03370
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09248
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt016309
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt08809
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371732501
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt08809
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0-11641
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt018093
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt029734
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0-21589
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0-11641
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09948
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt018633
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0-21589
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-40222
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt030320
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt018633
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-11687
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt047058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt030320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-16738
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08809
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012786
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt061233
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER SPLIT-INTEREST AGREEMENT
IRS990ScheduleD/OtherRevenueAmt029734
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0388417
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt042520
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt025118
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 FOUNDATION, THE FUND, AND THE TRUST HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(1) OF THE IRC. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. FOR THE YEAR ENDED DECEMBER 31, 2024, THE PAMED FOUNDATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE FOUNDATION, THE FUND, AND THE TRUST ARE POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO DECEMBER 31, 2020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 29,734.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0388417
IRS990ScheduleD/TotalExpensesPerForm990Amt08809
IRS990ScheduleD/TotalLiabilityAmt061233
IRS990ScheduleD/TotalRevenuePerForm990Amt025118
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt067638
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08809
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0314299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1223065
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt029540
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt123083
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt038496
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt135446
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARTIN P RANIOWSKI MA CAE FCPP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1HEATHER A WILSON MSWCFRECAEFCPP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0382335
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1281594
IRS990ScheduleJ/SeverancePaymentInd00

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