PENNSYLVANIA ACADEMY OF FAMILY PHY… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

ROBERT B ENNIS

Phone

7175645365

Tax Period

2023-01-01 to 2023-12-31

PENNSYLVANIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION, founded in 1985, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023.

Mission

THE PENNSYLVANIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION (FOUNDATION), ALONG WITH THE PENNSYLVANIA ACADEMY OF FAMILY PHYSICIANS (ACADEMY), WILL SUPPORT ITS MEMBERS THROUGH ADVOCACY AND EDUCATION TO ENSURE PHYSICIAN-COORDINATED, PERSONALIZED, AND COMPREHENSIVE QUALITY HEALTH CARE FOR EVERY PENNSYLVANIAN.

Program Service Accomplishments

Program 1

Expenses: $209,320 Revenue: $205,301

THE FOUNDATION OFFERS EDUCATIONAL PROGRAMS DESIGNED SPECIFICALLY FOR PRIMARY CARE PROVIDERS, COVERING COMPLIANCE, TECHNOLOGY, PRACTICE MANAGEMENT, AND CLINICAL ISSUES.

Program 2

Expenses: $1,241,073

THE RESIDENCY EXPANSION GRANT PROJECT, FUNDED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH, INVESTS IN PA FAMILY MEDICINE RESIDENCY INFRASTRUCTURE BY FUNDING RESIDENCY SLOTS TO SUPPORT EXPANSION AND TO STRENGTHEN THE PIPELINE TO TRAIN MORE FAMILY PHYSICIANS TO PRACTICE IN THE PENNSYLVANIA COMMUNITIES WHERE THEY ARE MOST NEEDED. THE PROJECT INCLUDES A PROFESSIONAL DEVELOPMENT CURRICULUM FEATURING EVENTS AND OTHER OPPORTUNITIES FOR RESIDENTS TO ACCESS ESSENTIAL INFORMATION ABOUT PENNSYLVANIA PRACTICE OPPORTUNITIES IN TRADITIONALLY UNDERSERVED COMMUNITIES AND NETWORKING WITH THE COMMUNITY OF FAMILY PHYSICIANS WHO PRACTICE IN THIS TYPE OF CLINIC SETTING. THIS PROJECT IS DESIGNED TO PIPELINE PARTICIPANTS TO THE PENNSYLVANIA PRIMARY CARE CAREER CENTER AND THE PENNSYLVANIA PRIMARY CARE LOAN REPAYMENT PROGRAMS, BOTH ALSO FUNDED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH.

Program 3

Expenses: $18,921

SUPPORTS EDUCATIONAL ACTIVITIES THAT EXPOSE MEDICAL STUDENTS AND RESIDENTS TO THE PROFESSION OF FAMILY MEDICINE.DIRECT EXPOSURE TO FAMILY PRACTICE IS ONE OF THE MOST EFFECTIVE WAYS OF BUILDING...

SUPPORTS EDUCATIONAL ACTIVITIES THAT EXPOSE MEDICAL STUDENTS AND RESIDENTS TO THE PROFESSION OF FAMILY MEDICINE.DIRECT EXPOSURE TO FAMILY PRACTICE IS ONE OF THE MOST EFFECTIVE WAYS OF BUILDING MEDICAL STUDENT INTEREST AND ADDRESSING THE CRITICAL SHORTAGE OF FAMILY PHYSICIANS IN PENNSYLVANIA. INTRODUCES FUTURE PHYSICIANS TO THE FAMILY MEDICINE SPECIALTY BY PROVIDING MEDICAL STUDENTS WITH SCHOLARSHIPS TO ATTEND THE NATIONAL CONFERENCE OF FAMILY PRACTICE RESIDENTS AND MEDICAL STUDENTS, A MEETING TO ENCOURAGE MEDICAL STUDENTS TO PURSUE A CAREER IN FAMILY PRACTICE.THE FAMILY PRACTICE EDUCATIONAL FUND (FPEF) WAS CREATED IN 1991 TO SUPPORT MEDICAL SCHOOL ACTIVITIES FOR STUDENTS INTERESTED IN PURSUING A CAREER IN FAMILY PRACTICE. MEDICAL SCHOOL GRADUATES, LOCAL COMPONENT CHAPTERS OF THE ACADEMY, AND MEMBERS OF THE ACADEMY AND THE AMERICAN ACADEMY OF FAMILY PHYSICIANS DONATE THE FUNDS FOR THIS PROGRAM. FPEF CRITERIA REQUIRE FUNDS BE USED ONLY TO SUPPORT GROUP ACTIVITIES SUCH AS EDUCATIONAL MEETINGS, SPEAKER FEES, ETC., AND NOT FOR INDIVIDUAL ACTIVITIES.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,259,302

Program Service Revenue $104,376

Investment Income $3,833

Other Revenue $100,925

TOTAL REVENUE $1,468,436

Expense Breakdown

Grants Paid $170,285

Salaries & Benefits $132,365

Fundraising Expenses $0

Program Expenses $1,469,314

Other Expenses $1,175,287

TOTAL EXPENSES $1,477,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,468,436	$1,429,121	+0.0%
Expenses	$1,477,937	$1,406,109	+0.1%
Net Income	$-9,501	$23,012	-1.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$490,544

Total Directors

$3,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT B ENNIS	EXECUTIVE VICE PRESIDENT	5.00	Officer	$0	$56,253	$228,753
JANINE OWEN	CHIEF EDUCATION OFFICER	5.00	Officer	$0	$19,916	$127,077
JESSICA MARTIN	CHIEF FINANCIAL OFFICER	5.00	Officer	$0	$29,255	$131,214
JEANNE SPENCER MD	ACD PRES, EFFECT 3/1/23	1.00	Officer Director	$0	$0	$0
JASON WOLOSKI	ACD PRES, THUR 2/28/23	1.00	Officer Director	$0	$0	$0
THERESA METANCHUK	ACD PRES ELECT, EFFECT 3/1/23	1.00	Officer Director	$0	$0	$1,000
JEANNE SPENCER MD	ACD PRES ELECT, THRU 2/28/23	1.00	Officer Director	$0	$0	$2,500
MANASA IRWIN MD	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN FIDLER MD	FND PRES, EFFECT 3/1/23	2.00	Officer Director	$0	$0	$0
PERRY MEADOWS MD	FOUNDATION PRES THRU 2/28/23	2.00	Officer Director	$0	$0	$0
HEATHER BEAUPARLANT DO	FND VP	2.00	Officer Director	$0	$0	$0
JASON WOLOSKI	BOARD CHAIR, EFFECT 3/1/23	2.00	Director	$0	$0	$0
TIFFANY LEONARD MD	BOARD CHAIR, THRU 2/28/23	2.00	Director	$0	$0	$0
STACEY ROBERT MD	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA NIGHTINGALE MD	DIRECTOR	1.00	Director	$0	$0	$0
PETER CRONHOLM MD	DIRECTOR	1.00	Director	$0	$0	$0
HUONG NGUYN	DIRECTOR, EFFECT 3/1/23	1.00	Director	$0	$0	$0
HANNAH SPOTTS	DIRECTOR, EFFECT 3/1/23	1.00	Director	$0	$0	$0
ASNA TASLEEM MD	DIRECTOR, THRU 2/28/23	1.00	Director	$0	$0	$0
ZAKARY NEWBERRY MD	DIRECTOR, THRU 2/28/23	1.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$1,468,436	$1,477,937	$751,058	$-9,501
2022	$1,429,121	$1,406,109	$912,800	$23,012
2021	$1,343,074	$1,262,776	$496,377	$80,298
2020	$1,234,489	$1,198,074	$661,512	$36,415
2019	$1,184,986	$1,244,506	$693,036	$-59,520
2018	$1,112,165	$1,104,050	$866,107	$8,115

PENNSYLVANIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION