2025-11-12T12:17:23-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-01-01 236295011 PFAHLER FOUNDATION PFAH 2155635343 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 TJ HUCKLEBERRY EXECUTIVE DIRECTOR 2155635343 2025-11-11 1 0 DANIELLE NIHILL P01350943 7819821001 2025-11-11 2024 2025-03-06 01:10:19Z TJ HUCKLEBERRY 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 390359 0 X N/A X 1960 PA PROMOTING OF PUBLIC WELFARE IN THE FIELD OF MEDICINE. 15 15 0 15 0 0 0 0 0 0 177257 190343 0 0 177257 190343 70000 100000 0 0 0 0 0 0 0 57358 58822 127358 158822 49899 31521 2155095 2346501 36175 81898 2118920 2264603 PROMOTE THE PUBLIC WELFARE IN THE FIELD OF MEDICINE. 0 0 100000 100000 0 PROMOTING OF THE PUBLIC WELFARE IN THE FIELD OF MEDICINE. 100000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X TJ HUCKLEBERRY 2155635343 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 HARVEY B LEFTON MD CHAIR 0.50 0.50 X X 0 0 0 STEPHEN R PERMUT MD VICE CHAIR 0.50 0.50 X X 0 0 0 JAMES CRISTOL MD DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL DELLAVECCHIA MD FACS DIRECTOR 0.50 0.50 X 0 0 0 DANIEL DEMPSEY MD DIRECTOR 1.00 0.00 X 0 0 0 ENRIQUE HERNANDEZ MD DIRECTOR 1.00 0.00 X 0 0 0 CADENCE A KIM MD DIRECTOR 0.50 0.50 X 0 0 0 LYNN LUCAS-FEHM MD JD DIRECTOR 0.50 0.50 X 0 0 0 DALE MANDEL MD DIRECTOR 0.50 0.50 X 0 0 0 MAX E MERCADO MD DIRECTOR 0.50 0.50 X 0 0 0 CURTIS T MIYAMOTO MD DIRECTOR 1.00 0.00 X 0 0 0 RICARDO MORGENSTERN MD DIRECTOR 0.50 0.50 X 0 0 0 NATALIA ORTIZ MD DIRECTOR 0.50 0.50 X 0 0 0 ANTHONY M PADULA MD FACS DIRECTOR 0.50 0.50 X 0 0 0 SHAILENDRA VAIDYA MD DIRECTOR 1.00 0.00 X 0 0 0 TJ HUCKLEBERRY EXECUTIVE DIRECTOR (AS OF 01/25) 6.00 34.00 X 0 0 0 MARK C AUSTERBERRY EXECUTIVE DIRECTOR (UNTIL 07/25) 6.00 34.00 X 0 150000 20270 0 150000 20270 0 0 1 0 0 62489 62489 327870 200016 127854 127854 127854 190343 0 0 190343 100000 100000 36951 36951 9870 9870 11839 11839 MISCELLANEOUS 162 162 158822 100000 58822 0 24786 31029 911 1038 2129398 2314434 2155095 2346501 36175 81898 36175 81898 X 2118920 2264603 2118920 2264603 2155095 2346501 31521 114162 0 X 1 X 0 1 0 X X 1 PHILADELPHIA COUNTY MEDICAL SOCIETY 230969360 10 1 100000 0 1 100000 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: THE SUPPORTED ORGANIZATION WAS DETERMINED TO BE DESCRIBED IN SECTION 509(A)(2) BY REVIEWING ITS ACTIVITIES AND CALCULATING THE 509(A)(2) PUBLIC CHARITY TEST. THIS IS FACILITATED THROUGH SHARED MANAGEMENT AND SHARED BOARD MEMBERS BETWEEN THE TWO ORGANIZATIONS WHO CAN PROVIDE ADDITIONAL DETAIL ON THE SUPPORTED ORGANIZATION'S SPECIFIC ACTIVITIES BEYOND JUST THE FINANCIAL REPORTING. PART IV, SECTION A, LINE 3B: THE ORGANIZATION CALCULATED THE 509(A)(2) FIVE-YEAR PUBLIC CHARITY TEST FOR THE SUPPORTED ORGANIZATION. THE CALCULATION FOR 2024 SHOWED A PUBLIC SUPPORT PERCENTAGE OF 40.13 AND THE INVESTMENT PERCENTAGE OF 51.64, AS SUCH THE SUPPORTED ORGANIZATION WOULD QUALIFY AS A 509(A)(2) PUBLIC CHARITY. PART IV, SECTION A, LINE 3C: THE BOARD MEETS SEMI-ANNUALLY AND REVIEWS THE FINANCIAL STATEMENTS OF THE SUPPORTED ORGANIZATION TO MONITOR USE OF THE FUNDS IN ORDER TO ENSURE THEY ARE USED EXCLUSIVELY FOR SECTION 170(C)(2)(B) PURPOSES. 0 X PART X, LINE 2: THE FOUNDATION HAS QUALIFIED WITH THE INTERNAL REVENUE SERVICE AS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS THAT NEED TO BE DISCLOSED IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. 1 PHILADELPHIA COUNTY MEDICAL SOCIETY 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 230969360 501(C)(6) 100000 0 N/A N/A SUPPORT TO ORGANIZATION 0 1 PART I, LINE 2: THE ORGANIZATION MAINTAIN RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS OR ASSISTANCE, MAINTAINS RECORDS OF THE GRANTEES' ELIGIBILITY FOR THE GRANTS OR ASSISTANCE, AND MAINTAINS RECORDS OF THE SELECTION CRITERIA USED TO AWARD THE GRANTS OR ASSISTANCE THROUGH THEIR BOARD OF DIRECTOR'S MEETING MINUTES. 0 0 0 0 0 0 0 0 0 MARK C AUSTERBERRY EXECUTIVE DIRECTOR (UNTIL 07/25) 0 150000 0 0 0 0 0 9032 0 11238 0 170270 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE MEMBERS OF THE BOARD OF DIRECTORS OF THE PHILADELPHIA COUNTY MEDICAL SOCIETY COMPRISE THE MEMBERSHIP OF THE CORPORATE STRUCTURE OF THE PFAHLER FOUNDATION. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST-PRESIDENT, SECRETARY AND TREASURER. AT SPECIAL MEETINGS THE EXECUTIVE COMMITTEE SHALL HAVE THE FULL AUTHORITY TO EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD EXCEPT THOSE VESTED EXCLUSIVELY IN THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE PFAHLER FOUNDATION (PFAHLER) CONTRACTS WITH THE PHILADELPHIA COUNTY MEDICAL SOCIETY (PCMS), A RELATED EXEMPT ORGANIZATION, TO PROVIDE MANAGEMENT AND ADMINISTRATIVE SERVICES. MANAGEMENT SERVICES INCLUDE BUT ARE NOT LIMITED TO: SUPERVISING CONTRACTORS, PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE BOARD OF DIRECTORS OF PCMS COMPRISE THE MEMBERSHIP OF PFAHLER. FORM 990, PART VI, SECTION A, LINE 7A THE PFAHLER BOARD OF DIRECTORS IS COMPRISED OF AT LEAST 7 MEMBERS OF THE PCMS BOARD AND 5 PAST PRESIDENTS OF PFAHLER, THESE DESIGNATIONS ARE NOT MUTUALLY EXCLUSIVE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND IS THEN REVIEWED BY THE BUDGET AND FINANCE COMMITTEES. A FINAL COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD AND OFFICERS ARE REQUIRED ANNUALLY TO EXPRESS IN WRITING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE PFAHLER BOARD MEETS SEMI-ANNUALLY TO REVIEW APPROPRIATIONS AND REVIEW THE FINANCIAL STATEMENTS OF PCMS; AT THIS TIME ANY POTENTIAL CONFLICTS ARE IDENTIFIED AND EVALUATED BY PFAHLER'S BOARD. THE PFAHLER BOARD WOULD MAKE THE DETERMINATION AS TO WHETHER A POTENTIAL CONFLICT IS AN ACTUAL CONFLICT. ANY PERSON IN ACTUAL OR POTENTIAL CONFLICT WOULD AT MINIMUM SUSTAIN FROM THE FINAL DELIBERATION AND VOTE RELATED TO THE CONFLICTED OR POTENTIALLY CONFLICTED MATTER. FORM 990, PART VI, SECTION C, LINE 19 PFAHLER MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PHILADELPHIA COUNTY MEDICAL SOCIETY 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 230969360 ADVANCE AND SUPPORT THE INTERESTS OF PHYSICIANS AND THEIR PATIENTS PA 501(C)(6) N/A 0 EDUCATIONAL AND SCIENTIFIC TRUST OF THE PHILADELPHIA COUNTY MEDICAL SOCIETY 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 236397794 PROVIDE MEDICAL PROFESSIONALS WITH SEMINARS PA 501(C)(3) LINE 10 PHILADELPHIA COUNTY MEDICAL SOCIETY 0 PCMS FOUNDATION 2100 SPRING GARDEN STREET PHILADELPHIA PA 19130 813847251 PROVIDE SCHOLARSHIPS TO MEDICAL STUDENTS IN PHILADELPHIA MEDICAL SCHOOLS PA 501(C)(3) LINE 7 PHILADELPHIA COUNTY MEDICAL SOCIETY 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0