Civic Intelligence

Forbes Medical Staff Fund

EIN 25-1777063 • 501(c)3 • Monroeville, PA

Profile

SEE ATTACHED

2570 Haymaker RoadMonroeville, PA 15146-3592

n/A

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$44,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.3%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,065,673

Up $82,070 (+8.3%) from 2023

Liabilities

Up

$502

Up $502 from 2023

Net Assets

Up

$1,065,171

Up $81,568 (+8.3%) from 2023

Revenue

Up

$253,879

Up $33,705 (+15%) from 2023

Expenses

Down

$180,322

Down $11,449 (-6.0%) from 2023

Net Income

Up

$73,557

Up $45,154 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $575,818Liabilities 2013: $0Net Assets 2013: $575,8182013Assets 2014: $608,065Liabilities 2014: $0Net Assets 2014: $608,0652014Assets 2015: $647,805Liabilities 2015: $0Net Assets 2015: $647,8052015Assets 2016: $692,026Liabilities 2016: $0Net Assets 2016: $692,0262016Assets 2017: $671,138Liabilities 2017: $0Net Assets 2017: $671,1382017Assets 2018: $693,982Liabilities 2018: $0Net Assets 2018: $693,9822018Assets 2019: $804,188Liabilities 2019: $0Net Assets 2019: $804,1882019Assets 2020: $864,071Liabilities 2020: $0Net Assets 2020: $864,0712020Assets 2021: $961,032Liabilities 2021: $0Net Assets 2021: $961,0322021Assets 2022: $917,783Liabilities 2022: $0Net Assets 2022: $917,7832022Assets 2023: $983,603Liabilities 2023: $0Net Assets 2023: $983,6032023Assets 2024: $1,065,673Liabilities 2024: $502Net Assets 2024: $1,065,1712024

Highlighted filing

2024

Assets$1,065,673
Liabilities$502
Net Assets$1,065,171

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $149,514Expenses 2013: $113,173Net Income 2013: $36,3412013Revenue 2014: $158,684Expenses 2014: $126,438Net Income 2014: $32,2462014Revenue 2015: $164,691Expenses 2015: $124,951Net Income 2015: $39,7402015Revenue 2016: $175,839Expenses 2016: $131,618Net Income 2016: $44,2212016Revenue 2017: $189,380Expenses 2017: $210,268Net Income 2017: -$20,8882017Revenue 2018: $162,926Expenses 2018: $140,082Net Income 2018: $22,8442018Revenue 2019: $254,577Expenses 2019: $144,371Net Income 2019: $110,2062019Revenue 2020: $233,107Expenses 2020: $173,224Net Income 2020: $59,8832020Revenue 2021: $246,199Expenses 2021: $149,238Net Income 2021: $96,9612021Revenue 2022: $216,655Expenses 2022: $165,916Net Income 2022: $50,7392022Revenue 2023: $220,174Expenses 2023: $191,771Net Income 2023: $28,4032023Revenue 2024: $253,879Expenses 2024: $180,322Net Income 2024: $73,5572024

Highlighted filing

2024

Revenue$253,879
Expenses$180,322
Net Income$73,557

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.2
Gross Receipts
$297,924
Mission and Program Overview

Mission

SEE ATTACHED

To provide a system for reviewing and recommending the granting of medical staff membership and clinical privileges to all members of the medical staff, as well as pursuing clinical utilization review and quality assurance for all patients who are provided services within the system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$923,000$1,065,673▲ $142,673
Cash and Non-Interest-Bearing Accounts$38,513$0▼ $38,513
Savings and Temporary Cash Investments$22,090$0▼ $22,090
Total Assets$983,603$1,065,673▲ $82,070
Liabilities
Accounts Payable and Accrued Expenses$0$502▲ $502
Total Liabilities$0$502▲ $502
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$983,603$1,065,171▲ $81,568
Total Net Assets Fund Balance$983,603$1,065,171▲ $81,568
Total Liabilities and Net Assets / Fund Balance$983,603$1,065,673▲ $82,070
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Andrew Pogozelski MdPresident - Elect$22,000$22,000$44,000
Michael Filiaggi DoSecretary/treasurer$12,000$12,000$24,000
Benjamin B Peticca MdPresident$10,000$10,000$20,000
Patrick Digiacomo MdSecretary/treasurer$8,000$8,000$16,000
Giath Shari MdChair, Pharmacy & Therapeu$5,000$5,000$10,000
Michael J Azar MdChair, Medical Records COM$5,000$5,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$204,575
Investment Income
$49,240
Other Revenue
$64
Change in Net Assets
$73,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,322
Salaries, Compensation, and Employee Benefits$62,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$62,000--$62,000
Conferences and Meetings$21,528--$21,528
Fees for Service Investment Mgmnt Fees-$4,568-$4,568
Fees for Services Accounting-$280-$280
Other Expenses$75--$75
Total Functional Expenses$175,474$4,848$0$180,322
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The forbes medical staff fund (the organization") exists under the auspice of the forbes regional medical center (the "medical center"). 7a and b the organization is governed by its by-laws which: -empower its members to elect members of its governing body. -subject certain governance action to the approval of its membership 12a, b and c the organization is subject to and has adopted the medical center's conflict of interest policy, adherence to which is regularly and consistently monitored by both the organization and the medical center. 15a and b on an annual basis, the forbes medical staff finance committee meets and develops a proposed budget for the calendar year. The budget includes compensation for the medical staff officer positions and local crucial committee chairs. Forbes hospital (medical executive committee) must approve the medical staff fund budget. The hospital also shares the cost of such compensation equally with the organization.

Form 990, Part VI, Section A, Line 7B

See answer to part vi, section a, 7a.

Form 990, Part VI, Section B, Line 11B

The board reviews the amounts entered and discusses the questions presented on the 990.

Form 990, Part VI, Section B, Line 12C

See answer to part vi, section a, 7a.

Form 990, Part VI, Section B, Line 15

See answer to part vi, section a, 7a.

Form 990, Part VI, Section C, Line 19

All items available upon request

Filing and Contact Details

Filer

Filer Name
Forbes Medical Staff Fund
EIN
25-1777063
Phone
4128582489
Address
2570 HAYMAKER ROAD, MONROEVILLE, PA 15146-3592

Signing Officer

Name
Dr B B Peticca
Title
President
Phone
4128582489
Signed
2025-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Andrew Pogozelski
Formed
1996
Legal Domicile
Pa
Voting Board Members
26
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Urish Popeck & Co LLC
Address
444 LIBERTY AVENUE SUITE 1400, PITTSBURGH, PA 15222
Preparer
Robert O Waters Iii
Phone
4123911994
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The association is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Pursuant to guidelines prescribed in asc 740, income taxes, management has performed an analysis of all tax positions to determine whether the position is more likely than not to be sustained upon examination by taxing authorities, including resolution of any related appeals or litigation processes based on the technical merits of the position. Management has determined there was no effect on the association's financial statements from the adoption of the guidance. Management's conclusions may be subject to review and adjustment at a later date based on continuous analysis of and changes to tax laws, regulations and interpretations. The association is subject to audits by taxing jurisdictions for the years ended december 31, 2021, 2022, 2023, 2024; however, there are currently no audits for any tax period in progress.

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PURSUANT TO GUIDELINES PRESCRIBED IN ASC 740, INCOME TAXES, MANAGEMENT HAS PERFORMED AN ANALYSIS OF ALL TAX POSITIONS TO DETERMINE WHETHER THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS DETERMINED THERE WAS NO EFFECT ON THE ASSOCIATION'S FINANCIAL STATEMENTS FROM THE ADOPTION OF THE GUIDANCE. MANAGEMENT'S CONCLUSIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON CONTINUOUS ANALYSIS OF AND CHANGES TO TAX LAWS, REGULATIONS AND INTERPRETATIONS. THE ASSOCIATION IS SUBJECT TO AUDITS BY TAXING JURISDICTIONS FOR THE YEARS ENDED DECEMBER 31, 2021, 2022, 2023, 2024; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORBES MEDICAL STAFF FUND (THE ORGANIZATION") EXISTS UNDER THE AUSPICE OF THE FORBES REGIONAL MEDICAL CENTER (THE "MEDICAL CENTER"). 7A AND B THE ORGANIZATION IS GOVERNED BY ITS BY-LAWS WHICH: -EMPOWER ITS MEMBERS TO ELECT MEMBERS OF ITS GOVERNING BODY. -SUBJECT CERTAIN GOVERNANCE ACTION TO THE APPROVAL OF ITS MEMBERSHIP 12A, B AND C THE ORGANIZATION IS SUBJECT TO AND HAS ADOPTED THE MEDICAL CENTER'S CONFLICT OF INTEREST POLICY, ADHERENCE TO WHICH IS REGULARLY AND CONSISTENTLY MONITORED BY BOTH THE ORGANIZATION AND THE MEDICAL CENTER. 15A AND B ON AN ANNUAL BASIS, THE FORBES MEDICAL STAFF FINANCE COMMITTEE MEETS AND DEVELOPS A PROPOSED BUDGET FOR THE CALENDAR YEAR. THE BUDGET INCLUDES COMPENSATION FOR THE MEDICAL STAFF OFFICER POSITIONS AND LOCAL CRUCIAL COMMITTEE CHAIRS. FORBES HOSPITAL (MEDICAL EXECUTIVE COMMITTEE) MUST APPROVE THE MEDICAL STAFF FUND BUDGET. THE HOSPITAL ALSO SHARES THE COST OF SUCH COMPENSATION EQUALLY WITH THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE ANSWER TO PART VI, SECTION A, 7A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE AMOUNTS ENTERED AND DISCUSSES THE QUESTIONS PRESENTED ON THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE ANSWER TO PART VI, SECTION A, 7A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE ANSWER TO PART VI, SECTION A, 7A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL ITEMS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0983603
IRS990/TotalAssetsEOYAmt01065673
IRS990/TotalAssetsGrp/BOYAmt0983603
IRS990/TotalAssetsGrp/EOYAmt01065673
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04848
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175474
IRS990/TotalFunctionalExpensesGrp/TotalAmt0180322
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0502
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0502
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0983603
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01065171
IRS990/TotalOtherCompensationAmt062000
IRS990/TotalProgramServiceExpensesAmt0175474
IRS990/TotalProgramServiceRevenueAmt0204575
IRS990/TotalReportableCompFromOrgAmt062000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0253879
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0253879
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0983603
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01065673
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02570 HAYMAKER ROAD
IRS990/USAddress/CityNm0MONROEVILLE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015146
IRS990/VotingMembersGoverningBodyCnt026
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR B B PETICCA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04128582489
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORBES MEDICAL STAFF FUND
ReturnHeader/Filer/BusinessNameControlTxt0FORB
ReturnHeader/Filer/EIN0251777063
ReturnHeader/Filer/PhoneNum04128582489
ReturnHeader/Filer/USAddress/AddressLine1Txt02570 HAYMAKER ROAD
ReturnHeader/Filer/USAddress/CityNm0MONROEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0151463592
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251306171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0URISH POPECK & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 LIBERTY AVENUE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04123911994
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT O WATERS III
ReturnHeader/ReturnTs02025-08-27T14:29:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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