THE PHYSICIANS FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE PHYSICIANS FOUNDATION INC (EIN 20-0914085)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349314621
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T19:10:37-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463330935 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVENSON HAMANN CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1779 WELLS BRANCH PKWY 110B-292 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78728 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200914085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHYSICIANS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHYS | BusinessNameControlTxt |
| Phone | 6173990417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W 15TH STREET NO 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SELIGSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6173990417 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE AVENSON | PreparerPersonNm |
| PTIN | P01259734 | PTIN |
| Phone | 5126939131 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.220.181.233 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 19:10:33 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7FBB1FF3FA313FF48503ED9694125008F8DDFE26 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN DORMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W 15TH STREET NO 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,561,099 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHYSICIANSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S PURPOSE IS TO ADVANCE THE WORK OF PRACTICING PHYSICIANS AND TO IMPROVE THE QUALITY OF HEALTH CARE FOR ALL AMERICANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,793,923 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,161,753 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,793,923 | PYTotalRevenueAmt |
| CY Total Revenue | $8,161,753 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,829,978 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,072,581 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $219,500 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $258,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,297,446 | PYOtherExpensesAmt |
| CY Other Expenses | $3,989,604 | CYOtherExpensesAmt |
| PY Total Expenses | $9,346,924 | PYTotalExpensesAmt |
| CY Total Expenses | $7,320,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,553,001 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $841,568 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $119,293,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,371,957 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,285,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,526,819 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $116,007,865 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,845,138 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT, BENEFIT OR CARRY OUT THE CHARITABLE PURPOSES OF PUBLICLY SUPPORTED ORGANIZATIONS WHOSE PURPOSES INCLUDE PROMOTING HIGH QUALITY MEDICAL CARE, INCLUDING, WITHOUT LIMITATION, ASSISTING PHYSICIANS AND THE PUBLIC TO IMPROVE THE QUALITY OF CARE RECEIVED BY PATIENTS IN THE EVOLVING HEALTHCARE ENVIRONMENT, IN A MANNER THAT CONSTITUTES CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,523,453 | ExpenseAmt |
| Grant | $1,657,950 | GrantAmt |
| Desc | PHYSICIAN LEADERSHIP - GRANTS AND PROGRAMS TO EQUIP PHYSICIANS WITH THE CORE MANAGEMENT AND LEADERSHIP SKILLS NEEDED AS THEY INCREASINGLY FACE ADMINISTRATIVE AND REGULATORY BURDENS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,322,705 | ExpenseAmt |
| Grant | $1,015,075 | GrantAmt |
| Desc | DISASTER RELIEF - GRANTS TO HELP PHYSICIAN PRACTICES REBUILD AFTER DISASTERS SO THEY CAN GET BACK TO TREATING PATIENTS AS QUICKLY AS POSSIBLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $546,707 | ExpenseAmt |
| Grant | $399,556 | GrantAmt |
| Desc | WELLNESS - GRANTS AND PROGRAMS TO SUPPORT SYSTEMIC CHANGE AND INNOVATIVE RESEARCH THAT REDUCES PHYSICIAN BURNOUT WHICH CAN HAVE DEVASTATING EFFECTS ON PHYSICIANS' QUALITY OF LIFE, AS WELL AS ON COST OF, ACCESS TO, AND QUALITY OF CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $719,561 | ExpenseAmt |
| Desc | OTHER ACTIVITIES TO PROMOTE HIGH QUALITY MEDICAL CARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $719,561 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,112,426 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN DORMAN | PersonNm |
| Phone | 6173990417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W 15TH STREET SUITE 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| RAY WALKER MD | |||||||
| CHAIRMAN | 20.00 | Yes (X) | Yes (X) | $14,000 | $0 | $0 | |
| SUNNY RAMCHANDANI MD | |||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SUBHI ALI MD | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | ||
| SANDRA JOHNSON | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | ||
| RUSSELL LIBBY MD | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | ||
| RIP HOLLISTER MD | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | ||
| RALPH NOBO MD | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | ||
| PHIL SCHUH | |||||||
| MEMBER | 5.00 | Yes (X) | $0 | $334,750 | $37,000 | 40.00 | |
| PAUL HARRINGTON | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | 40.00 | |
| PALMER JONES | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | ||
| LOU GOODMAN | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $765,717 | $148,167 | 40.00 | |
| JOSEPH VALENTI MD | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | ||
| JENNIFER HANSCOM | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $215,048 | $19,553 | 40.00 | |
| GERALD MCKENNA MD | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | ||
| GARY PRICE MD | |||||||
| MEMBER | 5.00 | Yes (X) | $14,000 | $0 | $0 | ||
| DUSTIN CORCORAN | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $919,472 | $71,649 | 40.00 | |
| DON ALEXANDER | |||||||
| MEMBER | 5.00 | Yes (X) | $12,000 | $0 | $0 | ||
| ALEX MALTER MD | |||||||
| MEMBER | 5.00 | Yes (X) | $9,000 | $0 | $0 | ||
| ROBERT SELIGSON | |||||||
| TREASURER | 15.00 | Yes (X) | Yes (X) | $14,000 | $402,507 | $0 | 40.00 |
| LARRY DOWNS | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $14,000 | $222,818 | $0 | 40.00 |
| LAWRENCE BRAUD MD | |||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $14,000 | $0 | $0 | |
| ALAN PLUMMER MD | |||||||
| VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $14,000 | $0 | $0 | |
| MARCH SEABROOK | |||||||
| MEMBER | 5.00 | Yes (X) | $9,000 | $19,000 | $0 | 5.00 | |
| JOHN DORMAN | |||||||
| COO | 5.00 | Yes (X) | $0 | $453,472 | $67,490 | 40.00 | |
| TIM NORBECK MGMT CO | |||||||
| CEO | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $258,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,332,784 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $343,859 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WEIL MEDICAL COLLEGE OF CORNELL | |||||
| 575 LEXINGTON AVE 9TH FLOOR | NEW YORK | NY | 10022 | PROGRAM PROJECT | $1,500,000 |
| GMA FOUNDATIONS | |||||
| 2 LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | GRANT MANAGEMENT | $468,415 |
| COOPERKATZ | |||||
| 205 LEXINGTON AVE 5TH FLOOR | NEW YORK | NY | 10016 | COMMUNICATIONS | $344,141 |
| MERRITT HAWKINS & ASSOCIATES | |||||
| PO BOX 281943 | ATLANTA | GA | 30384 | SURVEY | $300,000 |
| NORBECK ASSOCIATES LLC | |||||
| 22451 GLENVIEW LANE | BONITA SPRINGS | FL | 34135 | EXECUTIVE MANAGEMENT | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,082,875 | TotalRevenueColumnAmt |
| Exclusion | $3,082,875 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,478,224 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,399,346 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,078,878 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,078,878 | TotalRevenueColumnAmt |
| Exclusion | $5,078,878 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,161,753 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,161,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,072,581 | TotalAmt |
| Program Services | $3,072,581 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,000 | TotalAmt |
| Program Services | $196,080 | ProgramServicesAmt |
| Management And General | $61,920 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,000 | TotalAmt |
| Program Services | $275,000 | ProgramServicesAmt |
| Management And General | $125,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,727 | TotalAmt |
| Management And General | $161,727 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,550 | TotalAmt |
| Management And General | $110,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,661 | TotalAmt |
| Management And General | $264,661 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,326 | TotalAmt |
| Program Services | $581,542 | ProgramServicesAmt |
| Management And General | $279,784 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,947 | TotalAmt |
| Management And General | $10,947 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,287 | TotalAmt |
| Program Services | $22,564 | ProgramServicesAmt |
| Management And General | $62,723 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,881 | TotalAmt |
| Program Services | $216,510 | ProgramServicesAmt |
| Management And General | $68,371 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,002 | TotalAmt |
| Program Services | $117,802 | ProgramServicesAmt |
| Management And General | $37,200 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,623 | TotalAmt |
| Management And General | $21,623 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROFESSIONAL CONSULTING | $1,442,617 | $1,442,617 | |
| LEADERSHIP DEVELOPMENT | $132,921 | $132,921 | |
| SPONSORSHIPS | $87,665 | $87,665 | |
| DUES AND SUBSCRIPTIONS | $3,253 | $3,253 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$32,856 | TotalAmt |
| Program Services | -$32,856 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,320,185 | TotalAmt |
| Program Services | $6,112,426 | ProgramServicesAmt |
| Management And General | $1,207,759 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,798 | BOYAmt |
| EOY | $932,485 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,927,515 | BOYAmt |
| EOY | $3,910,658 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,514 | BOYAmt |
| EOY | $675,708 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,135,090 | BOYAmt |
| EOY | $38,459,865 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,842,148 | BOYAmt |
| EOY | $62,393,241 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,293,065 | BOYAmt |
| EOY | $106,371,957 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,223 | BOYAmt |
| EOY | $108,761 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,107,977 | BOYAmt |
| EOY | $2,418,058 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,285,200 | BOYAmt |
| EOY | $2,526,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,007,865 | BOYAmt |
| EOY | $103,845,138 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,007,865 | BOYAmt |
| EOY | $103,845,138 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,293,065 | BOYAmt |
| EOY | $106,371,957 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $841,568 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,004,295 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 85 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (85 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ALASKA STATE MEDICAL ASSOCIATION | ||||
| 926002176 | 10 | Yes (1) | $0 | $0 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||
| 946036493 | 7 | 0 | $0 | $0 |
| PALM BEACH COUNTY MEDICAL SOCIETY SERVICES | ||||
| 651048299 | 7 | 0 | $148,800 | $0 |
| OHIO MEDICAL EDUCATION FOUNDATION | ||||
| 310907287 | 10 | 0 | $0 | $0 |
| NORTH CAROLINA MEDICAL SOCIETY FOUNDATION | ||||
| 566088142 | 7 | 0 | $650,000 | $0 |
| NEBRASKA MEDICAL FOUNDATION | ||||
| 476036827 | 7 | 0 | $0 | $0 |
| MOUNT SINAI MEDICAL CENTER | ||||
| 136271888 | 7 | 0 | $0 | $0 |
| MONTANA MEDICAL ASSOCIATION FOUNDATION | ||||
| 463696068 | 10 | 0 | $0 | $0 |
| SOUTH CAROLINA MEDICAL ASSOCIATION FOUNDATION | ||||
| 570168534 | 10 | 0 | $15,075 | $0 |
| MISSISSIPPI STATE MEDICAL ASSOCIATION FOUNDATION | ||||
| 570906060 | 10 | 0 | $0 | $0 |
| MICHIGAN STATE MEDICAL SOCIETY FOUNDATION | ||||
| 386069432 | 7 | 0 | $0 | $0 |
| METRO OMAHA MEDICAL SOCIETY FOUNDATION | ||||
| 470814363 | 10 | 0 | $0 | $0 |
| MEDICAL SOCIETY OF VIRGINIA FOUNDATION | ||||
| 521394768 | 7 | 0 | $0 | $0 |
| MEDICAL EDUCATION AND SCIENTIFIC FOUNDATION OF NY | ||||
| 112780360 | 7 | 0 | $149,300 | $0 |
| MEDICAL ASSOCIATION OF GEORGIA FOUNDATION | ||||
| 586066431 | 7 | 0 | $0 | $0 |
| MAYO CLINIC | ||||
| 416011702 | 10 | 0 | $0 | $0 |
| MAINE QUALITY COUNTS | ||||
| 204935972 | 7 | 0 | $0 | $0 |
| LOUISIANA STATE MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION | ||||
| 237029259 | 7 | 0 | $0 | $0 |
| MINNEAPOLIS MEDICAL RESEARCH FOUNDATION (HENNEPIN HEALTHCARE RESEARCH) | ||||
| 411677920 | 7 | 0 | $0 | $0 |
| SOUTH DAKOTA STATE MEDICAL ASSOCIATION FOUNDATION | ||||
| 466012680 | 5 | 0 | $0 | $0 |
| TENNESSEE MEDICAL EDUCATION FUND INC (TN MEDICAL ASSOCIATION STUDENT EDUCA | ||||
| 626049920 | 7 | 0 | $0 | $0 |
| TEXAS MEDICAL ASSOCIATION SPECIAL FUNDS FOUNDATION | ||||
| 742749879 | 7 | 0 | $0 | $0 |
| ASSOCIATION OF WOMEN SURGEONS FOUNDATION | ||||
| 364029232 | 10 | 0 | $99,556 | $0 |
| CALIFORNIA MEDICAL ASSOCIATION FOUNDATION | ||||
| 946062822 | 7 | 0 | $0 | $0 |
| WYOMING MEDICAL SOCIETY SCHOLARSHIP FUND | ||||
| 836004846 | 7 | 0 | $0 | $0 |
| WSMA FOUNDATION FOR HEALTH CARE IMPROVEMENT | ||||
| 916074463 | 7 | 0 | $0 | $0 |
| WISCONSIN MEDICAL SOCIETY FOUNDATION | ||||
| 396045649 | 7 | 0 | $0 | $0 |
| WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC | ||||
| 455586998 | 10 | 0 | $0 | $0 |
| VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION | ||||
| 200183445 | 10 | 0 | $0 | $0 |
| UTAH MEDICAL ASSOCIATION FOUNDATION | ||||
| 876122299 | 10 | 0 | $75,000 | $0 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||
| 566001393 | 2 | 0 | $0 | $0 |
| UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL | ||||
| 043167352 | 2 | 0 | $0 | $0 |
| UNIVERSITY MEDICINE FOUNDATION (BROWN MEDICINE) | ||||
| 050450410 | 4 | 0 | $0 | $0 |
| UNITED PHYSICIANS AND SURGEONS OF AMERICA | ||||
| 471819061 | 7 | 0 | $0 | $0 |
| TWIN CITIES MEDICAL SOCIETY FOUNDATION | ||||
| 510178010 | 10 | 0 | $0 | $0 |
| TRAVIS COUNTY MEDICAL SOCIETY FOUNDATION | ||||
| 741720086 | 7 | 0 | $0 | $0 |
| THE GENERAL HOSPITAL (MASSACHUSETTS GENERAL HOSPITAL) | ||||
| 042697983 | 3 | 0 | $0 | $0 |
| THE BOWLER-BARTLETT FOUNDATION | ||||
| 237425858 | 7 | 0 | $0 | $0 |
| KENTUCKY FOUNDATION FOR MEDICAL CARE | ||||
| 237181728 | 7 | 0 | $0 | $0 |
| KANSAS MEDICAL FOUNDATION | ||||
| 481194663 | 7 | 0 | $0 | $0 |
| JOAN & SANFORD I WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY NYPH-WEILL CO | ||||
| 131623978 | 2 | 0 | $0 | $0 |
| INSTITUTE OF MEDICINE AND PUBLIC & NEW JERSEY | ||||
| 200678012 | 7 | 0 | $0 | $0 |
| WASHINGTON STATE MEDICAL ASSOCIATION | ||||
| 910462170 | 10 | Yes (1) | $0 | $0 |
| VERMONT MEDICAL SOCIETY | ||||
| 030164911 | 10 | Yes (1) | $0 | $0 |
| TEXAS MEDICAL ASSOCIATION | ||||
| 741078510 | 10 | Yes (1) | $0 | $0 |
| TENNESSEE MEDICAL ASSOCIATION | ||||
| 620382010 | 10 | Yes (1) | $0 | $0 |
| SOUTH CAROLINA MEDICAL ASSOCIATION | ||||
| 570248750 | 10 | Yes (1) | $0 | $0 |
| NORTH CAROLINA MEDICAL ASSOCIATION | ||||
| 560320130 | 10 | Yes (1) | $0 | $0 |
| NEW HAMPSHIRE MEDICAL SOCIETY | ||||
| 020223176 | 10 | Yes (1) | $0 | $0 |
| NEBRASKA MEDICAL ASSOCIATION | ||||
| 470372108 | 10 | Yes (1) | $0 | $0 |
| MEDICAL SOCIETY OF NORTHERN VIRGINA | ||||
| 540739279 | 10 | Yes (1) | $0 | $0 |
| MEDICAL SOCIETY OF NEW YORK | ||||
| 131030760 | 10 | Yes (1) | $0 | $0 |
| MEDICAL SOCIETY OF NEW JERSEY | ||||
| 210601684 | 10 | Yes (1) | $0 | $0 |
| MEDICAL ASSOCIATION OF GEORGIA | ||||
| 580605267 | 10 | Yes (1) | $0 | $0 |
| LOUISIANA STATE MEDICAL SOCIETY | ||||
| 720386637 | 10 | Yes (1) | $0 | $0 |
| HAWAII MEDICAL ASSOCIATION | ||||
| 990067306 | 10 | Yes (1) | $0 | $0 |
| FLORIDA MEDICAL ASSOCIATION | ||||
| 590559672 | 10 | Yes (1) | $0 | $0 |
| EL PASO COUNTY MEDICAL SOCIETY | ||||
| 741238007 | 10 | Yes (1) | $0 | $0 |
| DENTON COUNTY MEDICAL SOCIETY | ||||
| 751676014 | 10 | Yes (1) | $0 | $0 |
| CONNECTICUT STATE MEDICAL SOCIETY | ||||
| 060665164 | 10 | Yes (1) | $0 | $0 |
| CALIFORNIA MEDICAL ASSOCIATION | ||||
| 940359340 | 10 | Yes (1) | $0 | $0 |
| ACCMA COMMUNITY HEALTH FOUNDATION | ||||
| 461703508 | 7 | 0 | $150,000 | $0 |
| BAYLOR SCOTT & WHITE HEALTHCARE FOUNDATION | ||||
| 273513154 | 7 | 0 | $150,000 | $0 |
| AMERICAN ACADEMY OF DERMATOLOGY | ||||
| 410793046 | 10 | 0 | $0 | $0 |
| AMERICAN MEDICAL ASSOCIATION FOUNDATION | ||||
| 366080517 | 7 | 0 | $0 | $0 |
| INSTITUTE FOR MEDICAL QUALITY | ||||
| 943240330 | 10 | 0 | $150,000 | $0 |
| INDIANA MEDICAL FOUNDATION | ||||
| 237001672 | 7 | 0 | $150,000 | $0 |
| HEALTH LEADS | ||||
| 450484533 | 7 | 0 | $0 | $0 |
| HAWAII MEDICAL FOUNDATION | ||||
| 237063698 | 7 | 0 | $0 | $0 |
| FOUNDATION OF THE AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES | ||||
| 362915937 | 10 | 0 | $0 | $0 |
| FOUNDATION FOR HEALTHY FLORIDIANS | ||||
| 462259497 | 7 | 0 | $505,000 | $0 |
| FAMILY HEALTH CENTER OF WORCESTER | ||||
| 042485308 | 7 | 0 | $0 | $0 |
| EQUALHEALTH INC (PHYSICIANS FOR HAITI) | ||||
| 273645742 | 7 | 0 | $0 | $0 |
| DOCS FOR PATIENT CARE FOUNDATION | ||||
| 464752703 | 10 | 0 | $250,000 | $0 |
| DELAWARE MEDICAL EDUCATION FOUNDATION | ||||
| 510343625 | 7 | 0 | $0 | $0 |
| DANIEL HANLEY CENTER FOR HEALTH LEADERSHIP | ||||
| 204271488 | 7 | 0 | $0 | $0 |
| CONNECTICUT STATE MEDICAL SOCIETY PHYSICIAN HEALTH & EDUCATION FUND | ||||
| 061425205 | 7 | 0 | $150,000 | $0 |
| COMMUNITY SERVICE EDUCATION AND RESEARCH FUND | ||||
| 237003581 | 7 | 0 | $0 | $0 |
| COLORADO MEDICAL SOCIETY FOUNDATION | ||||
| 841390157 | 10 | 0 | $0 | $0 |
| CENTER FOR A HEALTHY MARYLAND | ||||
| 521110642 | 7 | 0 | $0 | $0 |
| CALIFORNIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION | ||||
| 941149565 | 7 | 0 | $129,850 | $0 |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JR UNIVERSITY | ||||
| 941156365 | 2 | 0 | $0 | $0 |
| BENJAMIN RUSH INSTITUTE | ||||
| 461848302 | 7 | 0 | $0 | $0 |
| AMERICAN ACADEMY OF PEDIATRICS | ||||
| 362275597 | 10 | 0 | $150,000 | $0 |
| PHYSICIANS FOR A HEALTHY CALIFORNIA | ||||
| 946062822 | 7 | 0 | $150,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 85 | SupportedOrganizationsTotalCnt |
| Support Sum | $3,072,581 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1: | SUPPORTED ORGANIZATIONS ARE DESIGNATED IN THE GOVERNING DOCUMENTS BY CLASS OR PURPOSE: "TO SUPPORT, BENEFIT OR CARRY OUT THE CHARITABLE PURPOSES OF PUBLICLY SUPPORTED ORGANIZATIONS WHOSE PURPOSES INCLUDE PROMOTING HIGH QUALITY MEDICAL CARE, INCLUDING, WITHOUT LIMITATION, ASSISTING PHYSICIANS AND THE PUBLIC TO IMPROVE THE QUALITY OF CARE RECEIVED BY PATIENTS IN THE EVOLVING HEALTHCARE ENVIRONMENT, IN A MANNER THAT CONSTITUTES CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE." |
| PART IV, SECTION A, LINE 2: | THE FOUNDATION CONFIRMS ANNUALLY THAT EACH OF ITS SUPPORTED ORGANIZATIONS QUALIFY AS PUBLICLY SUPPORTED ORGANIZATIONS. ALL 501(C)(6) SUPPORTED ORGANIZATIONS ARE DEEMED TO BE DESCRIBED IN SECTION 509(A)(2) BECAUSE MEMBERSHIP DUES CONSTITUTED MORE THAN ONE THIRD OF THEIR SUPPORT, AND NO MORE THAN ONE THIRD OF THEIR SUPPORT CAME FROM GROSS INVESTMENT INCOME AND NET UNRELATED BUSINESS TAXABLE INCOME. |
| PART IV, SECTION A, LINE 3B: | THE FOUNDATION MAINTAINS A COPY OF THE DETERMINATION LETTER FOR EACH SUPPORTED ORGANIZATION THAT QUALIFIES UNDER SECTION 501(C)(6) ALONG WITH AN ANNUALLY-UPDATED SCHEDULE DEMONSTRATING THE ORGANIZATION'S COMPLIANCE WITH THE SECTION 509(A)(2) PUBLIC SUPPORT TEST. |
| PART IV, SECTION A, LINE 3C: | TO ENSURE THAT ITS ASSETS ARE USED FOR CHARITABLE PURPOSES, THE FOUNDATION MAKES GRANTS ONLY TO 501(C)(3) ORGANIZATIONS OR 501(C)(6) ORGANIZATIONS THAT ARE DEEMED TO BE DESCRIBED IN SECTION 509(A)(2). FUNDED PROJECTS ARE APPROVED AFTER A RIGOROUS APPLICATION PROCESS. GRANTS ARE MADE SUBJECT TO A WRITTEN AGREEMENT REQUIRING PERIODIC AND FINAL FINANCIAL AND NARRATIVE REPORTS AND PROVIDING THAT THE FOUNDATION MAY WITHHOLD FUTURE PAYMENTS AND DEMAND CORRECTION OF MISUSE OF FUNDS SHOULD THE FOUNDATION DETERMINE FUNDS HAVE NOT BEEN USED FOR APPROVED PURPOSES. |
| PART IV, SECTION A, LINE 5A: | AS DESCRIBED IN PART IV, NUMBER 3C, THE FOUNDATION MAKES GRANTS TO 501(C)(3) ORGANIZATIONS AND 501(C)(6) ORGANIZATIONS THAT ARE DEEMED TO BE DESCRIBED IN SECTION 509(A)(2) THAT ARE INCLUDED IN THE CLASS OF ORGANIZATIONS DESIGNATED IN THE GOVERNING DOCUMENTS BY CLASS OR PURPOSE. IN 2018 THE FOUNDATION MADE NEW GRANTS TO 3 ORGANIZATIONS THAT WERE NOT LISTED ON THE 2017 FORM 990: ASSOCIATION OF WOMEN SURGEONS FOUNDATION, BAYLOR SCOTT & WHITE HEALTHCARE FOUNDATION, AND PHYSICIANS FOR A HEALTHY CALIFORNIA. SOME OF THE SUPPORTED ORGANIZATIONS DID NOT RECEIVE SUPPORT DURING 2018, BUT THEY ARE ALL LISTED ON SCHEDULE A, PART VI OF THE 2018 FORM 990. 5 ORGANIZATIONS THAT WERE LISTED AS SUPPORTED ORGANIZATIONS ON THE 2017 FORM 990, SCHEDULE A ARE NO LONGER SUPPORTED ORGANIZATIONS AND WERE REMOVED FROM THE 2018 LIST. |
| PART IV, SECTION B, LINE 2: | IN ADDITION TO MAKING GRANTS TO 501(C)(3) ORGANIZATIONS OPERATED, SUPERVISED OR CONTROLLED BY SUPPORTED ORGANIZATIONS NAMED IN THE ORGANIZING DOCUMENTS, THE FOUNDATION ALSO GIVES GRANTS TO 501(C)(6) ORGANIZATIONS TO CARRY OUT THE FOUNDATION'S CHARITABLE PURPOSES. SEE REV. RUL. 76-401, 1976-C.B. 175, WHICH PROVIDES THAT THE GENERAL REQUIREMENTS OF SECTIONS 1.509(A)-4(C), (D) AND (E) OF THE REGULATIONS ARE INAPPLICABLE TO SUPPORTED SECTION 501(C)(6) ORGANIZATIONS FOR PURPOSES OF SATISFYING BOTH THE ORGANIZATIONAL AND OPERATIONAL TESTS OF SECTION 509(A)(3)(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION MAKES GRANTS TO PUBLICLY SUPPORTED ORGANIZATIONS THAT DO NOT CONTROL THE FOUNDATION, BUT BY BENEFITTING THEM, THE FOUNDATION CARRIES OUT THE PURPOSE OF THE CONTROLLING SIGNATORY ENTITIES, AS PERMITTED UNDER SECTION 1.509(A)-4(G)(1)(II) OF THE REGULATIONS. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VANGUARD TOTAL BD MKT IDX INST | $8,311,708 | F |
| METROPOLITAN WST INTM BD I | $8,419,331 | F |
| S&P 500 INDEX FUND | $9,638,927 | F |
| ISHARES SP SMALLCAP 600 INDEX | $5,656,512 | F |
| FPA CRESCENT FD INSTL | $5,923,762 | F |
| ISHARES S&P MIDCAP 400 INDEX | $6,038,108 | F |
| PIMCO INCOME INST | $7,010,742 | F |
| BLACKROCK GLOBAL ALLOCATION I | $5,741,004 | F |
| WELLS FARGO ABSOLT RET I | $5,653,147 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $62,393,241 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$5,107,203 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$13,004,295 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$13,004,295 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,897,092 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $264,661 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $264,661 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,161,753 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,055,524 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,055,524 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $264,661 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $264,661 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,320,185 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ACCOUNTS FOR UNCERTAINTY OF INCOME TAXES BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD FOR THE RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS, WHICH INCLUDES THE ACCOUNTING FOR INTEREST AND PENALTIES. AT DECEMBER 31, 2018, THE FOUNDATION DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM ITS TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MEDICAL EDUCATION AND SCIENTIFIC FOUNDATION OF NY | ||||||||
| 865 MERRICK AVE | WESTBURY | NY | 11590 | 112780360 | 501(C)(3) | $149,300 | TO SUPPORT A LEADERSHIP PROGRAM TARGETING MEDICAL STUDENTS, RESIDENTS AND YOUNG PHYSICIANS | |
| DOCS FOR PATIENT CARE FOUNDATION | ||||||||
| 1210 NORTH MAPLE ROAD | ANN ARBOR | MI | 48103 | 464752703 | 501(C)(3) | $250,000 | TO SUPPORT THE DIRECT PRIMARY CARE CONFERENCE | |
| FOUNDATION FOR HEALTHY FLORIDIANS | ||||||||
| 1430 PIEDMONT DRIVE EAST | TALLAHASSEE | FL | 32308 | 462259497 | 501(C)(3) | $500,000 | HURRICANE DISASTER RELIEF SUPPORT | |
| FOUNDATION FOR HEALTHY FLORIDIANS | ||||||||
| 1430 PIEDMONT DRIVE EAST | TALLAHASSEE | FL | 32308 | 462259497 | 501(C)(3) | $5,000 | TO DEVELOP EDUCATIONAL CONTENT AND PROMOTING AWARENESS OF PHYSICIAN-LED MODELS OF CARE | |
| SOUTH CAROLINA MEDICAL ASSOCIATION FOUNDATION | ||||||||
| PO BOX 11188 | COLUMBIA | SC | 29211 | 570168534 | 501(C)(3) | $15,075 | HURRICANE DISASTER RELIEF SUPPORT | |
| NORTH CAROLINA MEDICAL SOCIETY FOUNDATION | ||||||||
| PO BOX 27167 | RALEIGH | NC | 27611 | 566088142 | 501(C)(3) | $500,000 | HURRICANE DISASTER RELIEF SUPPORT | |
| UTAH MEDICAL ASSOCIATION FOUNDATION | ||||||||
| 310 E 4500 SOUTH 500 | SALT LAKE CITY | UT | 84107 | 876122299 | 501(C)(3) | $75,000 | TO SUPPORT A PHYSICIAN LEADERSHIP PROGRAM | |
| CALIFORNIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION | ||||||||
| 1520 PACIFIC AVENUE | SAN FRANCISCO | CA | 94109 | 941149565 | 501(C)(3) | $129,850 | TO SUPPORT THE CREATION OF A READY TO LEAD PROGRAM | |
| PALM BEACH COUNTY MEDICAL SOCIETY SERVICES | ||||||||
| 3540 FOREST HILL BLVD 101 | WEST PALM BEACH | FL | 33406 | 651048299 | 501(C)(3) | $148,800 | TO DEVELOP A PHYSICIAN LEADERSHIP PROGRAM ADDRESSING DIVERSITY | |
| ACCMA COMMUNITY HEALTH FOUNDATION | ||||||||
| 6230 CLAREMONT AVE 3RD FLOOR | OAKLAND | CA | 94618 | 461703508 | 501(C)(3) | $150,000 | TO SUPPORT A PHYSICIAN LEADERSHIP PROGRAM | |
| AMERICAN ACADEMY OF PEDIATRICS | ||||||||
| 141 NORTHWEST POINT BLVD | ELK GROVE | IL | 60007 | 362275597 | 501(C)(3) | $150,000 | TO SUPPORT A YOUNG PHYSICIAN LEADERSHIP ALLIANCE WITH AN INTERNSHIP PROGRAM | |
| CONNECTICUT STATE MEDICAL SOCIETY PHYSICIAN HEALTH & EDUCATION FUND | ||||||||
| 127 WASHINGTON AVE EAST BLDG 3RD | NORTH HAVEN | CT | 06473 | 061425205 | 501(C)(3) | $150,000 | TO SUPPORT THE DEVELOPMENT OF YOUNG PHYSICIAN LEADERS | FLOOR |
| INDIANA MEDICAL FOUNDATION | ||||||||
| 23 CANAL WALK | INDIANAPOLIS | IN | 46202 | 237001672 | 501(C)(3) | $150,000 | TO SUPPORT A PHYSICIAN LEADERSHIP PROGRAM | |
| INSTITUTE FOR MEDICAL QUALITY | ||||||||
| 180 HOWARD STREET STE 210 | SAN FRANCISCO | CA | 94105 | 943240330 | 501(C)(3) | $150,000 | TO SUPPORT A PHYSICIAN LEADERSHIP PROGRAM | |
| NORTH CAROLINA MEDICAL SOCIETY FOUNDATION | ||||||||
| PO BOX 27167 | RALEIGH | NC | 27611 | 566088142 | 501(C)(3) | $150,000 | TO SUPPORT A PHYSICIAN LEADERSHIP PROGRAM | |
| ASSOCIATION OF WOMEN SURGEONS FOUNDATION | ||||||||
| 225 W WHACKER DR SUITE 650 | CHICAGO | IL | 60606 | 364029232 | 501(C)(3) | $99,556 | TO ADDRESS BURNOUT IN WOMEN SURGERY RESIDENTS | |
| BAYLOR SCOTT & WHITE HEALTHCARE FOUNDATION | ||||||||
| 204 S 31ST STREET | TEMPLE | TX | 76508 | 273513154 | 501(C)(3) | $150,000 | TO FIGHT BURNOUT IN WOMEN PHYSICIANS USING LEADERSHIP DEVELOPMENT | |
| PHYSICIANS FOR A HEALTHY CALIFORNIA | ||||||||
| 1201 J STREET SUITE 200 | SACRAMENTO | CA | 95814 | 946062822 | 501(C)(3) | $150,000 | TO DEVELOP PROGRAMS TO REDUCE STRESS AND INCREASE WELLNESS OF ETHNIC MINORITY WOMEN PHYSICIANS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO ENSURE THAT ITS ASSETS ARE USED FOR CHARITABLE PURPOSES, THE FOUNDATION MAKES GRANTS ONLY TO 501(C)(3) ORGANIZATIONS AND 501(C)(6) ORGANIZATIONS THAT ARE DEEMED TO BE DESCRIBED IN SECTION 509(A)(2). FUNDED PROJECTS ARE APPROVED ONLY AFTER A RIGOROUS APPLICATION PROCESS. THE GRANT COMMITTEE MEETS QUARTERLY TO DISCUSS RECOMMENDED PHYSICIAN LEADERSHIP PROPOSALS AND APPROVAL OF GRANTS THAT RELATE TO THE FOUNDATION'S MISSION. FINAL RECOMMENDATIONS ARE APPROVED BY THE FULL BOARD. GRANTS ARE MADE SUBJECT TO A WRITTEN AGREEMENT REQUIRING PERIODIC AND FINAL FINANCIAL AND NARRATIVE REPORTS AND PROVIDING THAT THE FOUNDATION MAY WITHHOLD FUTURE PAYMENTS AND DEMAND CORRECTION OF MISUSE OF FUNDS SHOULD THE FOUNDATION DETERMINE THAT FUNDS HAVE NOT BEEN USED FOR APPROVED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHIL SCHUH | ||||||||||||||
| MEMBER | $0 | $334,750 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $37,000 | $0 | $371,750 | $0 | $0 |
| LOU GOODMAN | ||||||||||||||
| MEMBER | $12,000 | $614,255 | $0 | $0 | $0 | $151,462 | $0 | $117,170 | $0 | $30,997 | $12,000 | $913,884 | $0 | $0 |
| JENNIFER HANSCOM | ||||||||||||||
| MEMBER | $12,000 | $184,920 | $0 | $23,128 | $0 | $7,000 | $0 | $8,616 | $0 | $10,937 | $12,000 | $234,601 | $0 | $0 |
| DUSTIN CORCORAN | ||||||||||||||
| MEMBER | $12,000 | $500,000 | $0 | $400,000 | $0 | $19,472 | $0 | $24,750 | $0 | $46,899 | $12,000 | $991,121 | $0 | $0 |
| ROBERT SELIGSON | ||||||||||||||
| TREASURER | $14,000 | $402,507 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,000 | $402,507 | $0 | $0 |
| LARRY DOWNS | ||||||||||||||
| SECRETARY | $14,000 | $214,248 | $0 | $0 | $0 | $8,570 | $0 | $0 | $0 | $0 | $14,000 | $222,818 | $0 | $0 |
| JOHN DORMAN | ||||||||||||||
| COO | $0 | $362,249 | $0 | $31,923 | $0 | $59,300 | $0 | $55,000 | $0 | $12,490 | $0 | $520,962 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| NORBECK ASSOCIATES LLC | |||
| OWNED BY CEO TIM NORBECK | $300,000 | PROVIDES CEO-LEVEL MANAGEMENT SERVICES; TRANSACTIONS ARE AT ARMS-LENGHT AND FAIR VALUE | 0 |
| COO INFORMATICS LLC | |||
| OWNED BY COO JOHN DORMAN | $100,000 | PROVIDES COO-LEVEL MANAGEMENT SERVICES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE FOUNDATION HAS CONTRACTS WITH INDEPENDENT CONTRACTORS WHO PROVIDE SERVICES AS CHIEF EXECUTIVE OFFICER (CEO) AND CHIEF OPERATING OFFICER (COO). THE COMPENSATION PAID TO THESE INDIVIDUALS HAS BEEN DISCLOSED ON PAGE 8, PART VII, SECTION B. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ARTICLES OF INCORPORATION WERE AMENDED IN 2018 TO AMEND THE CHARITABLE PURPOSES OF THE FOUNDATION TO BE ORGANIZED AND OPERATED TO SUPPORT, BENEFIT OR CARRY OUT THE CHARITABLE PURPOSES OF THE 20 PUBLICLY SUPPORTED MEDICAL SOCIETIES AND ASSOCIATIONS NAMED THEREIN, THE PURPOSES OF WHICH INCLUDE "PROMOTING HIGH QUALITY MEDICAL HEALTH CARE, INCLUDING, WITHOUT LIMITATION, ASSISTING PHYSICIANS AND THE PUBLIC TO IMPROVE THE QUALITY OF HEALTH CARE RECEIVED BY PATIENTS IN AN EVOLVING HEALTH CARE ENVIRONMENT AND TO ENHANCE THE DELIVERY OF MEDICAL CARE TO DISADVANTAGED MEMBERS OF THE PUBLIC IN A MANNER THAT CONSTITUTES CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTIONS 501(C)(3) AND 170(C)(2)(B) OF THE CODE." OTHER AMENDMENTS INCLUDED REVISING THE ARTICLE RELATED TO THE BOARD OF DIRECTORS TO REFER SUCH PROVISIONS TO THE BYLAWS. THE BYLAWS WERE ALSO AMENDED IN 2018 TO MAKE CONFORMING CHANGES RELATED TO THE CHARITABLE PURPOSES AND THE BOARD OF DIRECTORS AS AMENDED BY THE ARTICLES OF INCORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEDICAL ASSOCIATIONS AND SOCIETIES NAMED IN THE FOUNDATION'S BYLAWS HAVE THE POWER TO APPOINT MEMBERS OF THE BOARD OF DIRECTORS AND MAY REMOVE THEIR RESPECTIVE APPOINTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS REVIEWED BY THE COO AND DISTRIBUTED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST NO LESS FREQUENTLY THAN ANNUALLY. THE BOARD OF DIRECTORS REVIEWS THE DISCLOSURES AND ENSURES ALL TRANSACTIONS ARE FAIR TO THE FOUNDATION. IF THE POLICY IS VIOLATED, THE BOARD OF DIRECTORS MAY VOID THE CONTRACT OR TRANSACTION AND RECOVER DAMAGES OR MODIFY THE PRICE AND TERMS TO MATCH WHAT THE FOUNDATION WOULD RECEIVE IN AN ARM'S-LENGTH NEGOTIATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN 2015, THE BOARD OF DIRECTORS CONTRACTED WITH AN INDEPENDENT COMPENSATION CONSULTANT TO ENSURE THAT AMOUNTS PAID TO DIRECTORS AND TO THE LLC'S PROVIDING CEO AND COO SERVICES TO THE FOUNDATION ARE NOT EXCESSIVE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUIRED DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | PAYMENTS IN LIEU OF BOARD STIPENDS: PROGRAM SERVICE EXPENSES 13,680. MANAGEMENT AND GENERAL EXPENSES 4,320. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000. GRANT MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 292,061. MANAGEMENT AND GENERAL EXPENSES 157,264. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 449,325. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 275,801. MANAGEMENT AND GENERAL EXPENSES 118,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 394,001. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| ALASKA STATE MEDICAL ASSOCIATION | ||||||||
| 4107 LAUREL ST | ANCHORAGE | AK | 99508 | 926002176 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | AK | 501(C)(6) | 0 |
| CALIFORNIA MEDICAL ASSOCIATION | ||||||||
| 1201 J STREET SUITE 200 | SACREMENTO | CA | 95814 | 940359340 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | CA | 501(C)(6) | 0 |
| CONNECTICUT STATE MEDICAL SOCIETY | ||||||||
| 127 WASHINGTON AVE EAST 3RD FLOOR | NORTH HAVEN | CT | 06473 | 060665164 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | CT | 501(C)(6) | 0 |
| DENTON COUNTY MEDICAL SOCIETY | ||||||||
| 3537 S INTERSTATE 35 ESTE 302 | DENTON | TX | 76210 | 751676014 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | TX | 501(C)(6) | 0 |
| EL PASO COUNTY MEDICAL SOCIETY | ||||||||
| 730 CITADEL DR EAST SUITE 206 | COLORADO SPRINGS | CO | 80909 | 741238007 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | CO | 501(C)(6) | 0 |
| FLORIDA MEDICAL ASSOCIATION | ||||||||
| 1430 PIEDMONT DR E | TALLAHASSEE | FL | 32308 | 590559672 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | FL | 501(C)(6) | 0 |
| HAWAII MEDICAL ASSOCIATION | ||||||||
| 1360 S BERETANIA ST 200 | HONOLULU | HI | 96814 | 990067306 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | HI | 501(C)(6) | 0 |
| LOUISIANA STATE MEDICAL SOCIETY | ||||||||
| 6767 PERKINS ROAD SUITE 100 | BATON ROUGE | LA | 70808 | 720386637 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | LA | 501(C)(6) | 0 |
| MEDICAL ASSOCIATION OF GEORGIA | ||||||||
| 1849 THE EXCHANGE SUITE 200 | ATLANTA | GA | 30339 | 580605267 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | GA | 501(C)(6) | 0 |
| MEDICAL SOCIETY OF NEW JERSEY | ||||||||
| TWO PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | 210601684 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NJ | 501(C)(6) | 0 |
| MEDICAL SOCIETY OF NEW YORK | ||||||||
| 865 MERRICK AVE SUITE 200 | WESTBURY | NY | 11590 | 131030760 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NY | 501(C)(6) | 0 |
| MEDICAL SOCIETY OF NORTHERN VIRGINA | ||||||||
| 4604 JONES BRANCH DR SUITE 3150 | MCLEAN | VA | 22102 | 540739279 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | VA | 501(C)(6) | 0 |
| NEBRASKA MEDICAL ASSOCIATION | ||||||||
| 233 S 13TH STREET SUITE 1200 | LINCOLN | NE | 68508 | 470372108 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NE | 501(C)(6) | 0 |
| NEW HAMPSHIRE MEDICAL SOCIETY | ||||||||
| 7 NORTH STATE DTREET | CONCORD | NH | 03301 | 020223176 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NH | 501(C)(6) | 0 |
| NORTH CAROLINA MEDICAL ASSOCIATION | ||||||||
| PO BOX 27167 | RALEIGH | NC | 27611 | 560320130 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NC | 501(C)(6) | 0 |
| SOUTH CAROLINA MEDICAL ASSOCIATION | ||||||||
| 132 WESTPARK BLVD | COLUMBIA | SC | 29210 | 570248750 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | SC | 501(C)(6) | 0 |
| TENNESSEE MEDICAL ASSOCIATION | ||||||||
| 701 BRADFORD AVENUE | NASHVILLE | TN | 37204 | 620382010 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | TN | 501(C)(6) | 0 |
| TEXAS MEDICAL ASSOCIATION | ||||||||
| 401 WEST 15TH STREET SUITE 100 | AUSTIN | TX | 78701 | 741078510 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | TX | 501(C)(6) | 0 |
| VERMONT MEDICAL SOCIETY | ||||||||
| PO BOX 1457 | MONTPELIER | VT | 05601 | 030164911 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | VT | 501(C)(6) | 0 |
| WASHINGTON STATE MEDICAL ASSOCIATION | ||||||||
| 2001 SIXTH AVE SUITE 2700 | SEATTLE | WA | 98121 | 910462170 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | WA | 501(C)(6) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA MEDICAL ASSOCIATION | ||
| P | $7,693 | FMV |
| MEDICAL SOCIETY OF NEW JERSEY | ||
| P | $5,593 | FMV |
| MEDICAL SOCIETY OF THE STATE OF NY | ||
| P | $8,012 | FMV |
| MEDICAL SOCIETY OF THE STATE OF NY | ||
| R | $12,000 | FMV |
| TEXAS MEDICAL ASSOCIATION | ||
| P | $38,124 | FMV |
| TEXAS MEDICAL ASSOCIATION | ||
| M | $100,000 | CONTRACTED AMOUNT |
| WASHINGTON STATE MEDICAL ASSOCIATION | ||
| P | $10,145 | FMV |