Civic Intelligence

Society of Medical Administrators Foundation

EIN 99-3758476 • 501(c)6 • Bel Air, MD

Profile

The purposes for which the corporation is organized include, but are not limited to, the following: to provide a learning environment for distinguished physician leaders and key colleagues to advance the understanding of healthcare management, personal leadership effectiveness, and to create a network of trust for addressing the shared challenges of improving health, care, and the health sciences, including only the conduct of activities that may be conducted by an organization described under section 501(c)(6) of the internal revenue code of 1986, as amended, or the corresponding provision of any future united states internal revenue law (the "code"), and the receiving of membership fees and expending such sums for such purposes.

1304 C Scottsdale DriveBel Air, MD 21015

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

99th percentile

93%

Higher net margin than 99% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$134,638

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$134,638

No earlier filing loaded for comparison.

Revenue

$145,552

No earlier filing loaded for comparison.

Expenses

$10,914

No earlier filing loaded for comparison.

Net Income

$134,638

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2024: $134,638Net Assets 2024: $134,6382024

Highlighted filing

2024

Assets$134,638
Liabilities-
Net Assets$134,638

Operations Trend

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

$150K$100K$50K$0Revenue 2024: $145,552Expenses 2024: $10,914Net Income 2024: $134,6382024

Highlighted filing

2024

Revenue$145,552
Expenses$10,914
Net Income$134,638

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$1.35$1.46$0.11$1.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 24, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.0
Gross Receipts
$145,552
Mission and Program Overview

Mission

The purposes for which the corporation is organized include, but are not limited to, the following: to provide a learning environment for distinguished physician leaders and key colleagues to advance the understanding of healthcare management, personal leadership effectiveness, and to create a network of trust for addressing the shared challenges of improving health, care, and the health sciences, including only the conduct of activities that may be conducted by an organization described under section 501(c)(6) of the internal revenue code of 1986, as amended, or the corresponding provision of any future united states internal revenue law (the "code"), and the receiving of membership fees and expending such sums for such purposes.

Program Services

DescriptionGrantsExpenses
THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: TO PROVIDE A LEARNING ENVIRONMENT FOR DISTINGUISHED PHYSICIAN LEADERS AND KEY COLLEAGUES TO ADVANCE THE UNDERSTANDING OF HEALTHCARE MANAGEMENT, PERSONAL LEADERSHIP EFFECTIVENESS, AND TO CREATE A NETWORK OF TRUST FOR ADDRESSING THE SHARED CHALLENGES OF IMPROVING HEALTH, CARE, AND THE HEALTH SCIENCES, INCLUDING ONLY THE CONDUCT OF ACTIVITIES THAT MAY BE CONDUCTED BY AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (THE "CODE"), AND THE RECEIVING OF MEMBERSHIP FEES AND EXPENDING SUCH SUMS FOR SUCH PURPOSES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN PERLIN MDPresident-$0--
CAROLYN CLANCY MDBoard Member-$0--
JONATHAN LEWIN MDSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Society of Medical Administrators
EIN
99-3758476
Phone
4432574245
Address
1304 C SCOTTSDALE DRIVE, BEL AIR, MD 21015

Signing Officer

Name
Jonathan Perlin Md
Title
President
Phone
4432574245
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Tomkiewicz Wright LLC
Address
6111 PEACHTREE DUNWOODY RD BLG E ST, ATLANTA, GA 30328-4522
Preparer
Michael Tomkiewicz
Phone
7703510411
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 5,500 bank fees 63 total 5,563

Form 990-ez, Part III

The purposes for which the corporation is organized include, but are not limited to, the following: to provide a learning environment for distinguished physician leaders and key colleagues to advance the understanding of healthcare management, personal leadership effectiveness, and to create a network of trust for addressing the shared challenges of improving health, care, and the health sciences, including only the conduct of activities that may be conducted by an organization described under section 501(c)(6) of the internal revenue code of 1986, as amended, or the corresponding provision of any future united states internal revenue law (the "code"), and the receiving of membership fees and expending such sums for such purposes.

Form 990-ez, Part III, Line 28

The purposes for which the corporation is organized include, but are not limited to, the following: to provide a learning environment for distinguished physician leaders and key colleagues to advance the understanding of healthcare management, personal leadership effectiveness, and to create a network of trust for addressing the shared challenges of improving health, care, and the health sciences, including only the conduct of activities that may be conducted by an organization described under section 501(c)(6) of the internal revenue code of 1986, as amended, or the corresponding provision of any future united states internal revenue law (the "code"), and the receiving of membership fees and expending such sums for such purposes.

Raw XML Appendix93 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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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: TO PROVIDE A LEARNING ENVIRONMENT FOR DISTINGUISHED PHYSICIAN LEADERS AND KEY COLLEAGUES TO ADVANCE THE UNDERSTANDING OF HEALTHCARE MANAGEMENT, PERSONAL LEADERSHIP EFFECTIVENESS, AND TO CREATE A NETWORK OF TRUST FOR ADDRESSING THE SHARED CHALLENGES OF IMPROVING HEALTH, CARE, AND THE HEALTH SCIENCES, INCLUDING ONLY THE CONDUCT OF ACTIVITIES THAT MAY BE CONDUCTED BY AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (THE "CODE"), AND THE RECEIVING OF MEMBERSHIP FEES AND EXPENDING SUCH SUMS FOR SUCH PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: TO PROVIDE A LEARNING ENVIRONMENT FOR DISTINGUISHED PHYSICIAN LEADERS AND KEY COLLEAGUES TO ADVANCE THE UNDERSTANDING OF HEALTHCARE MANAGEMENT, PERSONAL LEADERSHIP EFFECTIVENESS, AND TO CREATE A NETWORK OF TRUST FOR ADDRESSING THE SHARED CHALLENGES OF IMPROVING HEALTH, CARE, AND THE HEALTH SCIENCES, INCLUDING ONLY THE CONDUCT OF ACTIVITIES THAT MAY BE CONDUCTED BY AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (THE "CODE"), AND THE RECEIVING OF MEMBERSHIP FEES AND EXPENDING SUCH SUMS FOR SUCH PURPOSES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5,500 BANK FEES 63 TOTAL 5,563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: TO PROVIDE A LEARNING ENVIRONMENT FOR DISTINGUISHED PHYSICIAN LEADERS AND KEY COLLEAGUES TO ADVANCE THE UNDERSTANDING OF HEALTHCARE MANAGEMENT, PERSONAL LEADERSHIP EFFECTIVENESS, AND TO CREATE A NETWORK OF TRUST FOR ADDRESSING THE SHARED CHALLENGES OF IMPROVING HEALTH, CARE, AND THE HEALTH SCIENCES, INCLUDING ONLY THE CONDUCT OF ACTIVITIES THAT MAY BE CONDUCTED BY AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (THE "CODE"), AND THE RECEIVING OF MEMBERSHIP FEES AND EXPENDING SUCH SUMS FOR SUCH PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: TO PROVIDE A LEARNING ENVIRONMENT FOR DISTINGUISHED PHYSICIAN LEADERS AND KEY COLLEAGUES TO ADVANCE THE UNDERSTANDING OF HEALTHCARE MANAGEMENT, PERSONAL LEADERSHIP EFFECTIVENESS, AND TO CREATE A NETWORK OF TRUST FOR ADDRESSING THE SHARED CHALLENGES OF IMPROVING HEALTH, CARE, AND THE HEALTH SCIENCES, INCLUDING ONLY THE CONDUCT OF ACTIVITIES THAT MAY BE CONDUCTED BY AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (THE "CODE"), AND THE RECEIVING OF MEMBERSHIP FEES AND EXPENDING SUCH SUMS FOR SUCH PURPOSES.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL TOMKIEWICZ
ReturnHeader/ReturnTs02025-11-04T10:47:02-05:00
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ReturnHeader/TaxPeriodBeginDt02024-06-24
ReturnHeader/TaxPeriodEndDt02024-12-31
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Document Assets

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Peer Organizations

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