Civic Intelligence

Medical Legacy Fund

990 • Fiscal year 2017 • EIN 25-1672047

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 04, 2018

Organization ProfileN/A
777 East Park Drive PO Box 8820Harrisburg, PA 17105-8820

(717) 558-7750

Siviq Scores

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

Liabilities / Assets

81st percentile

0.39x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

100th percentile

21.83x

Higher debt load relative to revenue than 100% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

6th percentile

-48%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$306,774

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 3326.2% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

56th percentile

5.6%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$513,054

Up $27,322 (+5.6%) from 2016

Net Assets

Up

$311,751

Up $22,679 (+7.8%) from 2016

Liabilities

Up

$201,303

Up $4,643 (+2.4%) from 2016

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin6th percentile

Revenue

Down

$9,223

Down $4,451 (-33%) from 2016

Expenses

Up

$13,622

Up $10,063 (+283%) from 2016

Net Income

Down

-$4,399

Down $14,514 (-143%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$513,054
Liabilities$201,303
Net Assets$311,751
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

2017

Revenue$9,223
Expenses$13,622
Net Income-$4,399
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 4, 2018
Return Version
2017v2.3
Gross Receipts
$35,238
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$371,157$388,062▲ $16,905
Cash and Non-Interest-Bearing Accounts$6,058$4,572▼ $1,486
Accounts Receivable$337$337→ $0
Total Assets$485,732$513,054▲ $27,322
Other Assets Total$108,180$120,083▲ $11,903
Liabilities
Other Liabilities$196,601$201,295▲ $4,694
Accounts Payable and Accrued Expenses$59$8▼ $51
Total Liabilities$196,660$201,303▲ $4,643
Net Assets / Fund Balance
Unrestricted Net Assets$203,120$235,829▲ $32,709
Permanently Rstr Net Assets$113,764$113,764→ $0
Temporarily Rstr Net Assets$-27,812$-37,842▼ $10,030
Total Net Assets Fund Balance$289,072$311,751▲ $22,679
Total Liabilities and Net Assets / Fund Balance$485,732$513,054▲ $27,322

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$120,083--
Other Securities$388,062--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$85,952-▼ $10,030-$75,922
2016$91,852-▼ $5,900-$85,952
2015$108,522-▼ $16,670-$91,852
2014$247,407-▼ $138,885-$108,522
2013$230,116-▲ $17,291-$247,407
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Kendra Parry Ms Cadc CipSecretary$73,890$73,890

Board Members and Trustees

NameTitle
Heather a Wilson Msw CfrePresident
Daniel B Kimball Jr Md MacpDirector
Erick J Berquist Md PhdDirector
Joanne BerquistDirector
Kenneth M Certa MdDirector
Martin P Raniowski MaDirector
Nathan a HoffDirector
Paul F Dende Do FacpDirector
Peter S Lund Md FacsDirector
Ravi Dukkipati MdDirector
Virginia E Hall Md Facog FacpDirector
William J West Jr MdDirector
William R Dewar Iii MdDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,223
Other Revenue
$0
Change in Net Assets
$-4,399

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,223
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$27,078
Total Revenue per Audited Statements
$36,301
Total Revenue per Form 990
$9,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,622
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-$10,039-$10,039
Fees for Services Other-$2,160-$2,160
Fees for Services Accounting-$1,395-$1,395
Office Expenses-$28-$28
Total Functional Expenses$0$13,622$0$13,622

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,622
Total Expenses per Audited Statements$13,622
Total Expenses per Form 990$13,622
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$201,295
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 2

“Erick berquist and joanne berquist are both board members and are married.”

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
7175587750
Address
777 EAST PARK DRIVE PO BOX 8820, HARRISBURG, PA 17105-8820

Signing Officer

Name
Heather a Wilson
Title
President
Phone
7175587750
Signed
2018-09-04
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
Christopher M Pekula
Phone
2154414600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees: program service expenses 0. Management and general expenses 2,160. Fundraising expenses 0. Total expenses 2,160.”

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreement -10,030.”

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 (collectively, "the entities") 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, 2017, the entities 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. Each of the entities is potentially subject to federal, state, and local examinations for years subsequent to december 31, 2013.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreements -10,030.”

Raw XML AppendixShowing 400 of 589 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/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026015
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/NetAssetsOrFundBalancesBOYAmt0289072
IRS990/NetAssetsOrFundBalancesEOYAmt0311751
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01275
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01275
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt037108
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028
IRS990/OfficeExpensesGrp/TotalAmt028
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0108180
IRS990/OtherAssetsTotalGrp/EOYAmt0120083
IRS990/OtherChangesInNetAssetsAmt0-10030
IRS990/OtherExpensesGrp/Desc0SPLIT INTEREST PAYMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010039
IRS990/OtherExpensesGrp/TotalAmt010039
IRS990/OtherLiabilitiesGrp/BOYAmt0196601
IRS990/OtherLiabilitiesGrp/EOYAmt0201295
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0113764
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0113764
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HEATHER A WILSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06008
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07666
IRS990/PYOtherExpensesAmt03559
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010115
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03559
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013674
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-4399
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371732501
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt085952
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt075922
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10030
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt091852
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt085952
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0108522
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt091852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-16670
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0247407
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0108522
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-138885
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0230116
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0247407
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017291
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt013622
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt037108
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0120083
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS HELD IN CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0201295
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER SPLIT-INTEREST AGREEMENT
IRS990ScheduleD/OtherRevenueAmt0-10030
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0388062
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt027078
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09223
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 (COLLECTIVELY, "THE ENTITIES") 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, 2017, THE ENTITIES 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. EACH OF THE ENTITIES IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO DECEMBER 31, 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -10,030.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0120083
IRS990ScheduleD/TotalBookValueSecuritiesAmt0388062
IRS990ScheduleD/TotalExpensesPerForm990Amt013622
IRS990ScheduleD/TotalLiabilityAmt0201295
IRS990ScheduleD/TotalRevenuePerForm990Amt09223
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt036301
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013622
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/CompensationBasedOnRltdOrgsAmt0197835
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1259539
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt019572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt07524
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt147235
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HEATHER A WILSON MSW CFRE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARTIN P RANIOWSKI MA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0224931
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1306774
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ERICK BERQUIST AND JOANNE BERQUIST ARE BOTH BOARD MEMBERS AND ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,054
Liabilities
$201,303
Net assets
$311,751
Revenue
$9,223
Expenses
$13,622
Net income
-$4,399
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
2017Detailed filing. Detailed filing data is available for this year.$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