PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST FKA FDN OF THE PA MEDICAL SOCIETY

EIN: 231511600 501(c)(3) Health Care

MECHANICSBURG, PA

Total Revenue
$422,746
Total Expenses
$181,553
Total Assets
$6,299,842
Net Assets
$6,299,842
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
PA
Principal Officer
HEATHER A WILSON MSW C
Phone
7175587810
Tax Period
2024-01-01 to 2024-12-31

PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST FKA FDN OF THE PA MEDICAL SOCIETY, founded in 1955, is a small nonprofit in the Health Care sector that reported $423K in total revenue in fiscal year 2024. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $241K, a strong 57% operating margin.

Mission

THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST IS DEDICATED TO ADVANCING THE CULTURE OF PHILANTHROPY AND SUPPORTING EXCELLENCE ACROSS PROGRAMS AND SERVICES PROVIDED BY THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,000
Program Service Revenue $0
Investment Income $421,746
Other Revenue $0
TOTAL REVENUE $422,746

Expense Breakdown

Grants Paid $164,738
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $164,738
Other Expenses $16,815
TOTAL EXPENSES $181,553

Year-over-Year Comparison

2024 2023 Change
Revenue $422,746 $213,609 +1.0%
Expenses $181,553 $179,794 +0.0%
Net Income $241,193 $33,815 +6.1%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
5
Independent Members
4
Employees
N/A
Volunteers
4

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$281,594
Total Directors
5
$281,594
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL F DENDE DO FACP CHAIR 0.50
Officer Director
$0 $0 $0
WILLIAM R DEWAR III MD FACP TREASURER 0.50
Officer Director
$0 $0 $0
EMILY BEARY DO TRUSTEE 0.50
Director
$0 $0 $0
JASON WOLOSKI MD FAAFP FCPP TRUSTEE 0.50
Director
$0 $0 $0
HEATHER A WILSON MSWCFRECAEFCPP SECRETARY 1.00
Officer Director
$0 $58,529 $281,594
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $422,746 $181,553 $6,299,842 $241,193
2023 $213,609 $179,794 $5,994,445 $33,815
2022 $259,281 $17,256 $5,361,678 $242,025
2021 $714,564 $166,727 $6,292,926 $547,837
2020 $-91,867 $162,311 $5,841,267 $-254,178
2019 $94,370 $159,857 $5,490,832 $-65,487
2018 $150,278 $152,329 $4,800,161 $-2,051
Explore More Nonprofits
→Top 100 Nonprofits in Pennsylvania →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST FKA FDN OF THE PA MEDICAL SOCIETY with other nonprofits in Pennsylvania and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.