Civic Intelligence

Medical Legacy Fund

990 • Fiscal year 2012 • EIN 25-1672047

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 22, 2013

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

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

Liabilities / Assets

67th percentile

0.20x

Higher debt load relative to assets than 67% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

7th percentile

-27%

Faster asset growth than 7% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$506,767

Down $183,859 (-27%) from 2011

Net Assets

Down

$403,955

Down $173,285 (-30%) from 2011

Liabilities

Down

$102,812

Down $10,574 (-9.3%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$220,087

Up $202,869 (+1178%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2012

Assets$506,767
Liabilities$102,812
Net Assets$403,955
Open 2012 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

2012

Revenue-
Expenses$220,087
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 22, 2013
Return Version
2012v2.1
Gross Receipts
$25,638
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
25-1672047
Raw XML AppendixShowing 400 of 511 raw XML fields

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IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0ENDOWMENT - 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/Form990ScheduleDPartXIII/Explanation1THE 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.
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE 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.
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IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
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IRS990ScheduleO/GeneralExplanation/Explanation0THE 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/GeneralExplanation/Explanation1THE DIRECTOR OF FINANCE 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/GeneralExplanation/Explanation2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 11,738. ROUNDING
IRS990ScheduleO/GeneralExplanation/Explanation4THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION DID NOT COMPENSATE ANY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation6THE 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/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier1PROCESS FOR OVERSEEING AN AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII, LINE 2C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 15A & 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION B, LINE 12A, 12B, 12C, & 13
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10PENNSYLVANIA MEDICAL SOCIETY
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12PENNSYLVANIA MEDICAL ACTION COMMITTEE
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine13PENNSYLVANIA MEDICAL SOCIETY ACTION COMMITTEE - FEDERAL

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$506,767
Liabilities
$102,812
Net assets
$403,955
Revenue
-
Expenses
$220,087
Net income
-
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • $500k-$1M nonprofits