Civic Intelligence

Fort Wayne Medical Society

EIN 35-6049685 • 501(c)3 • Fort Wayne, IN

View Organization Page

Profile

To make donations to other charitable 501(c)(3) organizations, to encourage and develop educational and scientific activity in the field of medical science in allen county and to promote the betterment of public health through research.

709 Clay Street Suite 101Fort Wayne, IN 46802

www.fwms.org

Siviq Scores

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

Liabilities / Assets

86th percentile

0.68x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.51x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

25th percentile

-5.7%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$386,532

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$5,615,429

Down $833,540 (-13%) from 2023

Liabilities

Down

$3,810,942

Down $462,810 (-11%) from 2023

Net Assets

Down

$1,804,487

Down $370,730 (-17%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin25th percentile

Revenue

Down

$7,516,082

Down $1,525,431 (-17%) from 2023

Expenses

Down

$7,942,059

Down $2,236,961 (-22%) from 2023

Net Income

Up

-$425,977

Up $711,530 (+63%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $12,672,719Liabilities 2010: $450,274Net Assets 2010: $12,222,4452010Assets 2011: $12,859,194Liabilities 2011: $373,366Net Assets 2011: $12,485,8282011Assets 2012: $13,693,959Liabilities 2012: $501,353Net Assets 2012: $13,192,6062012Assets 2013: $15,211,974Liabilities 2013: $646,756Net Assets 2013: $14,565,2182013Assets 2014: $16,762,687Liabilities 2014: $770,723Net Assets 2014: $15,991,9642014Assets 2015: $14,915,040Liabilities 2015: $748,664Net Assets 2015: $14,166,3762015Assets 2016: $13,351,604Liabilities 2016: $1,089,643Net Assets 2016: $12,261,9612016Assets 2017: $13,466,753Liabilities 2017: $746,340Net Assets 2017: $12,720,4132017Assets 2018: $13,871,221Liabilities 2018: $800,788Net Assets 2018: $13,070,4332018Assets 2019: $13,714,147Liabilities 2019: $454,224Net Assets 2019: $13,259,9232019Assets 2020: $13,733,446Liabilities 2020: $495,304Net Assets 2020: $13,238,1422020Assets 2021: $12,399,557Liabilities 2021: $412,912Net Assets 2021: $11,986,6452021Assets 2022: $8,898,126Liabilities 2022: $5,841,511Net Assets 2022: $3,056,6152022Assets 2023: $6,448,969Liabilities 2023: $4,273,752Net Assets 2023: $2,175,2172023Assets 2024: $5,615,429Liabilities 2024: $3,810,942Net Assets 2024: $1,804,4872024

Highlighted filing

2024

Assets$5,615,429
Liabilities$3,810,942
Net Assets$1,804,487
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$20M$10M$0-$10MExpenses 2010: $10,115,0472010Expenses 2011: $9,650,1352011Expenses 2012: $10,547,4342012Revenue 2013: $12,949,669Expenses 2013: $11,514,882Net Income 2013: $1,434,7872013Revenue 2014: $13,949,482Expenses 2014: $12,504,400Net Income 2014: $1,445,0822014Revenue 2015: $10,951,511Expenses 2015: $12,733,927Net Income 2015: -$1,782,4162015Revenue 2016: $11,249,724Expenses 2016: $13,092,369Net Income 2016: -$1,842,6452016Revenue 2017: $12,248,174Expenses 2017: $11,904,580Net Income 2017: $343,5942017Revenue 2018: $13,261,599Expenses 2018: $12,722,653Net Income 2018: $538,9462018Revenue 2019: $13,452,605Expenses 2019: $13,460,410Net Income 2019: -$7,8052019Revenue 2020: $13,602,520Expenses 2020: $13,747,567Net Income 2020: -$145,0472020Revenue 2021: $11,660,059Expenses 2021: $12,294,496Net Income 2021: -$634,4372021Revenue 2022: $3,449,582Expenses 2022: $12,097,698Net Income 2022: -$8,648,1162022Revenue 2023: $9,041,513Expenses 2023: $10,179,020Net Income 2023: -$1,137,5072023Revenue 2024: $7,516,082Expenses 2024: $7,942,059Net Income 2024: -$425,9772024

Highlighted filing

2024

Revenue$7,516,082
Expenses$7,942,059
Net Income-$425,977
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,615,429
Liabilities
$3,810,942
Net assets
$1,804,487
Revenue
$7,516,082
Expenses
$7,942,059
Net income
-$425,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.62$3.81$1.80$7.52$7.94$0.43
2023Detailed filing. Detailed filing data is available for this year.$6.45$4.27$2.18$9.04$10.2$1.14
2022Detailed filing. Detailed filing data is available for this year.$8.90$5.84$3.06$3.45$12.1$8.65
2021Detailed filing. Detailed filing data is available for this year.$12.4$0.41$12.0$11.7$12.3$0.63
2020Detailed filing. Detailed filing data is available for this year.$13.7$0.50$13.2$13.6$13.7$0.15
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.45$13.3$13.5$13.5$0.01
2018Detailed filing. Detailed filing data is available for this year.$13.9$0.80$13.1$13.3$12.7$0.54
2017Detailed filing. Detailed filing data is available for this year.$13.5$0.75$12.7$12.2$11.9$0.34
2016Detailed filing. Detailed filing data is available for this year.$13.4$1.09$12.3$11.2$13.1$1.84
2015Detailed filing. Detailed filing data is available for this year.$14.9$0.75$14.2$11.0$12.7$1.78
2014Detailed filing. Detailed filing data is available for this year.$16.8$0.77$16.0$13.9$12.5$1.45
2013Detailed filing. Detailed filing data is available for this year.$15.2$0.65$14.6$12.9$11.5$1.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.50$13.2$10.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.37$12.5$9.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.45$12.2$10.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$7,923,704
Mission and Program Overview

Mission

To make donations to other charitable 501(c)(3) organizations, to encourage and develop educational and scientific activity in the field of medical science in allen county and to promote the betterment of public health through research.

To make donations to other charitable 501(c)(3) organizations, to encourage and develop educational and scientific activity in the field of medical science in allen county and to promote the betterment of public health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,665,111$1,416,997▼ $248,114
Cash and Non-Interest-Bearing Accounts$278,702$384,347▲ $105,645
Prepaid Expenses and Deferred Charges$225,729$264,848▲ $39,119
Land, Buildings, and Equipment, Net$159,087$130,293▼ $28,794
Pledges and Grants Receivable$77,842$93,042▲ $15,200
Accounts Receivable$152,367$61,620▼ $90,747
Total Assets$6,448,969$5,615,429▼ $833,540
Other Assets Total$3,890,131$3,264,282▼ $625,849
Liabilities
Other Liabilities$3,897,811$3,335,351▼ $562,460
Accounts Payable and Accrued Expenses$375,941$325,591▼ $50,350
Mortgage Notes Payable Secured by Investment Property-$150,000-
Total Liabilities$4,273,752$3,810,942▼ $462,810
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,388,155$1,291,741▼ $96,414
Net Assets With Donor Restrictions$787,062$512,746▼ $274,316
Total Net Assets Fund Balance$2,175,217$1,804,487▼ $370,730
Total Liabilities and Net Assets / Fund Balance$6,448,969$5,615,429▼ $833,540

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$66,872$1,437,203$1,504,075
Leasehold Improvements$63,421$58,139$121,560
Other Assets Org$78,849--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$601,601-▲ $26,966$328,567$300,000
2023$617,479-▲ $84,122$100,000$601,601
2022$721,993-▼ $104,514-$617,479
2021$645,507-▲ $76,486-$721,993
2020$575,632-▲ $69,875-$645,507
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Zachry Waterson DoDirector-$358,522$28,010$386,532
Aaron Coray DoAssoc. ProgrFT$265,631$26,340$291,971
Aaron Coray DoAssoc. Program Director-$265,631$26,340$291,971
Kimberly Schelb MdAssoc. ProgrFT$269,459$10,920$280,379
Kimberly Schelb MdAssoc. Program Director-$269,459$10,920$280,379
David Furman DoAssoc. ProgrFT$241,202$26,496$267,698
David Furman DoAssoc. Program Director-$241,202$26,496$267,698
Steven Schwieterman MdAssoc. ProgrFT$240,122$22,302$262,424
Steven Schwieterman MdAssoc. Program Director-$240,122$22,302$262,424
Robert Wilkins MdAssoc. ProgrFT$237,740$20,402$258,142
Robert Wilkins MdAssoc. Program Director-$237,740$20,402$258,142
Joel HarmeyerExec. Direct--$106,225$106,225
Erin Jefferson DoSecretary-$60,980$5,718$66,698

Board Members and Trustees

NameTitle
R Scott Stienecker MdBoard Chairm
Sharon Singleton MdPresident
Angela Grab MdDirector
David Donaldson MdDirector
David Smith MdDirector
Edguardo Rivera MdDirector
Gregory Pond MdDirector
Joel Valcarcel MdDirector
Joshua Wallet MdDirector
Linda BuskirkDirector
Molly Kelly MdDirector
Preeti Dembla MdDirector
Roger ReeceDirector
Stephanie Kidd DoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,852,117
Program Service Revenue
$1,480,276
Investment Income
$142,009
Other Revenue
$41,680
All Other Contributions
$5,659,945
Change in Net Assets
$-425,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,115,908
Other Expenses$1,769,560
Grants and Similar Amounts Paid$56,591
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,115,359$396,424-$4,511,783
Occupancy$656,730$230,977-$887,707
Other Employee Benefits$685,175$21,019-$706,194
Current Officers, Directors, Trustees, and Key Employees$413,408$39,822-$453,230
Information Technology$273,816$53,627-$327,443
Payroll Taxes$288,475$25,923-$314,398
Pension Plan Contributions$118,854$11,449-$130,303
Fees for Services Other$31,327$62,932-$94,259
Grants to Domestic Orgs$56,591--$56,591
Office Expenses$43,503$8,385-$51,888
Insurance$15,787$31,718-$47,505
Other Expenses$35,810$6,666-$42,476
All Other Expenses$30,664$4,467-$35,131
Depreciation Depletion$21,308$7,486-$28,794
Fees for Service Investment Mgmnt Fees-$14,437-$14,437
Fees for Services Accounting-$10,200-$10,200
Conferences and Meetings$3,100$4,339-$7,439
Travel$4,662$320-$4,982
Advertising$1,039$1,300-$2,339
Total Functional Expenses$6,982,868$959,191$0$7,942,059
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,604
Fundraising Gross Income$2,134
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
Lease Liabilities$3,335,351
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the fort wayne medical society executive director at the time of signing.”

Form 990, Page 6, Part VI, Line 12C

“New board members are required to sign a conflict of interest statement when their term starts. All board members are required to sign a conflict of interest statement annually. All conflicts are required to be disclosed.”

Form 990, Page 6, Part VI, Line 15A

“Fort wayne medical education program utilizes various survey sources for ensuring reasonable compensation including mgma compensation surveys for academic practices, mgma management compensation surveys, salary.com, and various other academic related compensation comparisons. Salaries are also approved by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Fort wayne medical education program utilizes various survey sources for ensuring reasonable compensation including mgma compensation surveys for academic practices, mgma management compensation surveys, salary.com, and various other academic related compensation comparisons. Salaries are also approved by the board of directors.”

Form 990, Page 6, Part VI, Line 18

“The organization's irs form 990 for the prior three years is available at www.guidestar.org.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, policies and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Fort Wayne Medical Society
EIN
35-6049685
Phone
2604201011
Address
709 CLAY STREET SUITE 101, FORT WAYNE, IN 46802

Signing Officer

Name
Joel Harmeyer
Title
Exec. Director Fwms
Phone
2604201011
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Harmeyer
Formed
1976
Legal Domicile
In
Voting Board Members
16
Independent Board Members
14
Employees
94
Volunteers
45

Preparer

Firm
Haines Isenbarger & Skiba LLC
Address
6418 LIMA ROAD, FORT WAYNE, IN 46818
Preparer
Cassie J Dunn
Phone
2604369500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To make donations to other charitable 501(c)(3) organizations, to encourage and develop educational and scientific activity in the field of medical science in allen county and to promote the betterment of public health through research.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment has been established for use by the family medicine residency of the fort wayne medical education program.”

Schedule D, Page 3, Part X

“The foundation is exempt from income taxes under section 501(c)(3) of the united states internal revenue code (code) and qualifies for the charitable contribution deduction. The foundation has been classified as an organization that is not a private foundation under section 509(a) of the code. The foundation is also exempt from state income taxes. However, the foundation is subject to federal income tax on any unrelated business taxable income. The foundation provides liabilities for uncertain income tax positions when a liability is probable and estimable. Management believes that it has appropriate support for any tax positions is had taken or expects to take and as such, does not have any uncertain tax positions that should be recognized, measured or disclosed in the financial statements. Management believes the foundation is no longer subject to examination by taxing authorities for years before december 31, 2021.”

Raw XML AppendixShowing 400 of 708 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/MissionDesc0TO MAKE DONATIONS TO OTHER CHARITABLE 501(C)(3) ORGANIZATIONS, TO ENCOURAGE AND DEVELOP EDUCATIONAL AND SCIENTIFIC ACTIVITY IN THE FIELD OF MEDICAL SCIENCE IN ALLEN COUNTY AND TO PROMOTE THE BETTERMENT OF PUBLIC HEALTH THROUGH RESEARCH.
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IRS990/ProgSrvcAccomActy2Grp/Desc0FAMILY MEDICINE CLINIC IS PART OF THE PROGRAM'S TOTAL EDUCATION PROGRAM PROVIDING FORT WAYNE WITH QUALITY HEALTHCARE SINCE 1967. LOCATED IN A MEDICAL OFFICE COMPLEX IN DOWNTOWN FORT WAYNE, THE CLINIC FUNCTIONS MUCH LIKE A LARGER FAMILY MEDICINE GROUP.

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