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Nonprofit · EIN 35-6049685

FORT WAYNE MEDICAL SOCIETY FOUNDATION INC

Tax-exempt · FORT WAYNE, IN 46802

Financials

$9M$10.2M2023$7.5M$7.9M2024
Revenue Expenses · by fiscal year end
Financials of FORT WAYNE MEDICAL SOCIETY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$7,516,082$7,942,059-$425,977$5,615,429$3,810,942$1,804,487
December 31, 2023990$9,041,513$10,179,020-$1,137,507$6,448,969$4,273,752$2,175,217
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,852,117
of which government grants
$180,873
Program service revenue
$1,480,276
Investment income
$142,009
Net gain from sales of assets
$47,308
Net income from fundraising events
-$4,470
Other revenue
$41,680

Expenses

Grants and similar amounts paid
$56,591
Compensation of officers, directors and key employees
$453,230
Other salaries and wages
$4,511,783
Salaries, compensation and benefits (total)
$6,115,908
Professional fundraising fees
$0
Accounting fees
$10,200
Occupancy
$887,707
Travel
$4,982
Depreciation
$28,794
Program services (functional)
$6,982,868
Management and general (functional)
$959,191

Balance sheet and other

Total assets, start of year
$6,448,969
Total assets, end of year
$5,615,429
Total liabilities, end of year
$3,810,942
Net assets, end of year
$1,804,487
Land, buildings and equipment
$130,293
Publicly traded securities
$1,416,997
Net assets without donor restrictions
$1,291,741
Net assets with donor restrictions
$512,746
Gross receipts
$7,923,704
Employees
94
Volunteers
45
Year formed
1976
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ZACHRY WATERSON DODIRECTOR
Trustee or director
0.5$358,522$0$28,010
AARON CORAY DOASSOC. PROGR
Highest-paid employee
40$265,631$0$26,340
KIMBERLY SCHELB MDASSOC. PROGR
Highest-paid employee
40$269,459$0$10,920
DAVID FURMAN DOASSOC. PROGR
Highest-paid employee
40$241,202$0$26,496
STEVEN SCHWIETERMAN MDASSOC. PROGR
Highest-paid employee
40$240,122$0$22,302
ROBERT WILKINS MDASSOC. PROGR
Highest-paid employee
40$237,740$0$20,402
JOEL HARMEYEREXEC. DIRECT
Officer
2$0$90,234$15,991
ERIN JEFFERSON DOSECRETARY
Trustee or director, Officer
0.5$60,980$0$5,718
LINDA BUSKIRKDIRECTOR
Trustee or director
0.5$0$0$0
STEPHANIE KIDD DOTREASURER
Trustee or director, Officer
0.5$0$0$0
ANGELA GRAB MDDIRECTOR
Trustee or director
0.5$0$0$0
DAVID DONALDSON MDDIRECTOR
Trustee or director
0.5$0$0$0
DAVID SMITH MDDIRECTOR
Trustee or director
0.5$0$0$0
EDGUARDO RIVERA MDDIRECTOR
Trustee or director
0.5$0$0$0
GREGORY POND MDDIRECTOR
Trustee or director
0.5$0$0$0
7 more people on this return
NameTitleHours / weekCompensation
JOEL VALCARCEL MDDIRECTOR
Trustee or director
0.5$0
JOSHUA WALLET MDDIRECTOR
Trustee or director
0.5$0
MOLLY KELLY MDDIRECTOR
Trustee or director
0.5$0
PREETI DEMBLA MDDIRECTOR
Trustee or director
0.5$0
R SCOTT STIENECKER MDBOARD CHAIRM
Trustee or director, Officer
0.5$0
SHARON SINGLETON MDPRESIDENT
Trustee or director, Officer
0.5$0
ROGER REECEDIRECTOR
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 21 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ZACHRY WATERSON DODIRECTOR
Trustee or director
0.5$359,535$0$41,687
AARON CORAY DOASSOC. PROGR
Highest-paid employee
40$281,082$0$35,436
ERIN JEFFERSON DOSECRETARY
Trustee or director, Officer
0.5$279,000$0$32,327
KIMBERLY SCHELB MDASSOC. PROGR
Highest-paid employee
40$286,000$0$21,504
STEVEN SCHWIETERMAN MDASSOC. PROGR
Highest-paid employee
40$266,236$0$35,436
ROBERT WILKINS MDASSOC. PROGR
Highest-paid employee
40$261,000$0$29,415
AIWEN LIU MDASSOC. PROGR
Highest-paid employee
40$188,629$0$23,937
JOEL HARMEYEREXEC. DIRECT
Officer
2$0$87,822$15,681
JOEL VALCARCEL MDDIRECTOR
Trustee or director
0.5$65,019$0$8,854
LINDA BUSKIRKDIRECTOR
Trustee or director
0.5$0$0$0
CHRISTINA TATARA DODIRECTOR
Trustee or director
0.5$0$0$0
BRIAN HERR MDDIRECTOR
Trustee or director
0.5$0$0$0
DAVID DONALDSON MDDIRECTOR
Trustee or director
0.5$0$0$0
DAVID SMITH MDDIRECTOR
Trustee or director
0.5$0$0$0
FEN-LEI CHANG MDBOARD CHAIRM
Trustee or director, Officer
0.5$0$0$0
GREGORY POND MDTREASURER
Trustee or director, Officer
0.5$0$0$0
JOSHUA WALLET MDDIRECTOR
Trustee or director
0.5$0$0$0
LUCIA FOUTS MDDIRECTOR
Trustee or director
0.5$0$0$0
PREETI DEMBLA MDDIRECTOR
Trustee or director
0.5$0$0$0
SHARON SINGLETON MDPRESIDENT
Trustee or director, Officer
0.5$0$0$0
ROGER REECEDIRECTOR
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
750 BROADWAY STE 250, FORT WAYNE, IN 46802-1412
Principal officer (990 for 2024)
JOEL HARMEYER, 709 CLAY STREET STE 101, FORT WAYNE, IN 46802
Signed the 990
JOEL HARMEYER, EXEC. DIRECTOR FWMS
Phone
(260) 420-1011
Return prepared by
HAINES ISENBARGER & SKIBA LLC

Mission

TO MAKE DONATIONS TO OTHER CHARITABLE 501(C)(3) ORGANIZATIONS, TO ENCOURAGE AND DEVELOP EDUCATIONAL AND SCIENTIFIC ACTIVITY IN THE FIELD OF MEDICAL SCIENCE IN ALLEN COUNTY AND TO PROMOTE THE BETTERMENT OF PUBLIC HEALTH THROUGH RESEARCH.

990 for the year ended December 31, 2024

Program accomplishments

  • THE MEDICAL EDUCATION PROGRAM PROVIDES TRAINING IN FAMILY MEDICINE FOR PHYSICIANS THROUGH ITS RESIDENCY PROGRAMS AND MEDICAL SERVICES TO LOW AND MODERATE INCOME PERSONS AND FAMILIES IN THE FORT WAYNE, INDIANA AREA. THE PROGRAM IS FULLY ACCREDITED THROUGH BOTH THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION AND THE AMERICAN OSTEPATHIC ASSOCIATION.
    Expenses $3,460,494
  • FAMILY MEDICINE CLINIC IS PART OF THE PROGRAM'S TOTAL EDUCATION PROGRAM PROVIDING FORT WAYNE WITH QUALITY HEALTHCARE SINCE 1967. LOCATED IN A MEDICAL OFFICE COMPLEX IN DOWNTOWN FORT WAYNE, THE CLINIC FUNCTIONS MUCH LIKE A LARGER FAMILY MEDICINE GROUP.
    Expenses $3,441,282 · revenue $1,448,984
  • OTHER PROGRAMS OF THE FOUNDATION INCLUDE THE FORT WAYNE MEDICAL SOCIETY ALLIANCE AND THE COUNCIL ON SENIOR SERVICES. THE FOUNDATION ALSO MAKES CHARITABLE CONTRIBUTIONS TO OTHER ORGANIZATIONS AND ENCOURAGES EDUCATIONAL AND SCIENTIFIC ACTIVITY IN THE FIELD OF MEDICAL SCIENCE IN ALLEN COUNTY, INDIANA.
    Expenses $81,092 · grants $56,591 · revenue $31,292

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-6049685
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1965
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E00C)
Assets (IRS master file)
$5,615,429
Income (IRS master file)
$7,923,704

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$7,516,082$7,942,059$5,615,429XML
990December 2023$9,041,513$10,179,020$6,448,969XML
990December 2022$3,449,582$12,097,698$8,898,126IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6049685).

Questions about FORT WAYNE MEDICAL SOCIETY FOUNDATION INC

What is the EIN of FORT WAYNE MEDICAL SOCIETY FOUNDATION INC?
The employer identification number (EIN) of FORT WAYNE MEDICAL SOCIETY FOUNDATION INC is 35-6049685.
Is FORT WAYNE MEDICAL SOCIETY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to FORT WAYNE MEDICAL SOCIETY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FORT WAYNE MEDICAL SOCIETY FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FORT WAYNE MEDICAL SOCIETY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORT WAYNE MEDICAL SOCIETY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of FORT WAYNE MEDICAL SOCIETY FOUNDATION INC?
The 990 for the year ended December 31, 2024 names JOEL HARMEYER.
Who are the officers and directors of FORT WAYNE MEDICAL SOCIETY FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 22 people; 7 received compensation from the organization, the highest $358,522 (ZACHRY WATERSON DO, DIRECTOR).
How much revenue does FORT WAYNE MEDICAL SOCIETY FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $7,516,082, expenses of $7,942,059 and total assets of $5,615,429 at year end.

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