THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY (EIN 371732501) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

HEATHER A WILSON MSW C

Phone

7175587810

Tax Period

2024-01-01 to 2024-12-31

THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY, founded in 2013, is a community nonprofit in the Health Care sector that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 26% operating margin.

Mission

THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY PROVIDES PROGRAMS AND SERVICES FOR INDIVIDUAL PHYSICIANS AND OTHERS THAT IMPROVE THE WELL-BEING OF PENNSYLVANIANS AND SUSTAIN THE FUTURE OF MEDICINE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,724,291

Program Service Revenue $2,503,566

Investment Income $406,696

Other Revenue $0

TOTAL REVENUE $4,634,553

Expense Breakdown

Grants Paid $150,100

Salaries & Benefits $2,401,653

Fundraising Expenses $247,576

Program Expenses $2,842,501

Other Expenses $871,215

TOTAL EXPENSES $3,422,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,634,553	$2,806,233	+0.7%
Expenses	$3,422,968	$2,785,718	+0.2%
Net Income	$1,211,585	$20,515	+58.1%

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

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

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

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

$281,594

Total Directors

$663,929

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL B KIMBALL JR MD MACP	TRUSTEE	0.50	Director	$0	$0	$0
DONNA BAVER ROVITO	TRUSTEE	0.50	Director	$0	$0	$0
SARAH AL-OBAYDI MD MPH	TRUSTEE	0.50	Director	$0	$0	$0
ARA KHOYLYAN	STUDENT TRUSTEE ELECT	0.50	Director	$0	$0	$0
HEATHER A WILSON MSWCFRECAEFCPP	SECRETARY & EXECUTIVE DIRE	12.00	Officer Director	$69,250	$58,529	$281,594
LAWRENCE R JOHN MD	TRUSTEE	0.50	Director	$0	$0	$0
KENNETH M CERTA MD	TRUSTEE	0.50	Director	$0	$0	$0
LYNDA THOMAS-MABINE MD FACOG	TRUSTEE	0.50	Director	$0	$0	$0
MARTIN P RANIOWSKI MA CAE FCPP	TRUSTEE	0.50	Director	$0	$68,036	$382,335
PAUL F DENDE DO FACP	VICE CHAIR	0.50	Officer Director	$0	$0	$0
VIRGINIA E HALL MD FACOG FACP	CHAIR	0.50	Officer Director	$0	$0	$0
WILLIAM J WEST JR MD	TREASURER	0.50	Officer Director	$0	$0	$0
WILLIAM R DEWAR III MD FACP	TRUSTEE	0.50	Director	$0	$0	$0
STACIE KERBEL	STUDENT TRUSTEE	0.50	Director	$0	$0	$0
ANNETTE M WEAVER	SENIOR DIRECTOR OF FINANCE	40.00	Highest	$127,724	$34,327	$162,051
EDWIN KIM MD	MEDICAL DIRECTOR	19.00	Highest	$133,627	$0	$133,627
RAYMOND TRUEX MD	MEDICAL DIRECTOR	19.00	Highest	$113,739	$0	$113,739
TRACEY ZIEGLER	LIFEGUARD DIRECTOR	40.00	Highest	$106,473	$37,470	$143,943
CHARLES BURNS	MEDICAL DIRECTOR	19.00	Highest	$118,560	$0	$118,560

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	$4,634,553	$3,422,968	$13,928,840	$1,211,585
2023	$2,806,233	$2,785,718	$12,402,940	$20,515
2022	$3,182,138	$2,475,543	$11,486,987	$706,595
2021	$3,322,872	$6,192,926	$11,974,224	$-2,870,054
2020	$6,767,746	$1,859,893	$14,711,565	$4,907,853
2019	$2,936,697	$1,950,346	$9,890,023	$986,351
2018	$2,709,195	$1,840,992	$8,923,514	$868,203

THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY