2023-11-13T21:58:25-06:00 2022-12-31 391628949 JOHNSON BLOCK & CO INC 9701 BRADER WAY SUITE 202 MIDDLETON WI 53562 990 2022-01-01 390368317 INTERSTATE POSTGRADUATE MEDICAL ASSOCIATION OF NORTH AMERICA INTE 6083340683 604 CLAIRE LANE PROSPECT HEIGHTS IL 60070 TIM BARTHOLOW CHAIRMAN 6083340683 2023-11-13 1 TIM BARTHOLOW 999009999 1 JEFFREY OSVOG P01566913 6082742002 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBRA LEVINTHAL 604 CLAIRE LANE PROSPECT HEIGHTS IL 60070 1582719 0 X IPMAMEDED.ORG X 1918 WI TO PROVIDE MEDICAL EDUCATION AND QUALITY IMPROVEMENT FOR MEMBERS. 9 9 0 9 0 0 885256 292945 380611 412391 91006 79230 570 1199 1357443 785765 0 0 0 0 593730 575726 0 0 0 743592 609595 1337322 1185321 20121 -399556 2657480 2137521 450214 804383 2207266 1333138 IPMA WILL ADVANCE LIFELONG LEARNING TO IMPROVE HEALTHCARE. 0 0 657191 284678 GRANT PROJECTS AND ACCREDITATION: ADMINISTER RESEARCH PROJECTSAND PROVIDE ACCREDITATION SERVICES FOR CONTINUING EDUCATION PURPOSE. 48316 61076 ACTRIMS: IPMA PROVIDED GRANT MANAGEMENT AND ACCREDITATION SERVICES FOR THE AMERICAS COMMITTEE FOR TREATMENT AND RESEARCH IN MULITPLE SCLEROSIS 2022 ANNUAL FORUM, THE JOINT ACTRIMS/ECTRIMS MEETING, AND THE DIDACTIC SERIES. 348402 100148 ASCENT PHYSICIAN LEADERSHIP: ASCENT PHYSICIAN LEADERSHIP PROVIDES LEADERSHIP DEVELOPMENT AND EDUCATION FOR PHYSICIANS THROUGH A PEER GROUP BASED STRUCTURE. PHYSICIAN LEADERS MEET IN PERSON, THROUGH PHONE CALLS, WITH WEBINARS, AND WITH BOTH LIVE AND ON-DEMAND ADDITIONAL EDUCATIONAL ITEMS TO FURTHER THEIR LEADERSHIP SKILLS IN A COLLABORATIVE AND RESULTS ORIENTED STRUCTURE. 1053909 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X DEBRA LEVINTHAL 8475287013 604 CLAIRE LANE PROSPECT HEIGHTS IL 60070 TIM BARTHOLOW MD CHAIR 3.00 X X 3000 0 0 DOUG MARTIN MD VICE CHAIR 2.00 X X 5000 0 0 ALVIA SIDDIQI MD TREASURER 2.00 X X 2500 0 0 ALEJANDRO APARICIO MD BOARD OF TRUSTEE 2.00 X 0 0 0 JEFF HOFFMANN DO BOARD OF TRUSTEE 2.00 X 0 0 0 PAUL REBER DO BOARD OF TRUSTEE 2.00 X 0 0 0 ALFRED MARTIN II MD BOARD OF TRUSTEE 2.00 X 2000 0 0 SHARMINI RASAKULASURIAR MD BOARD OF TRUSTEE 2.00 X 2000 0 0 BRENT MEIER MD BOARD OF TRUSTEE 2.00 X 0 0 0 DEBRA LEVINTHAL EXECUTIVE DIRECTOR 40.00 X 0 195564 12017 MICHELLE TAYLOR DIRECTOR OF LEARNING AND EDUCATIONAL INNOVATION 40.00 X 0 123059 1326 14500 318623 13343 0 0 1 0 MOSAICA SOLUTIONS LLC 2 S EAU CLAIRE AVENUE MADISON WI 537054742 EDUCATIONAL DESIGN, FACILITATION, ASSESS 113972 1 292945 292945 OTHER PROGRAMS 900099 165736 165736 ASCENT PHYSICIAN LEADE 900099 100148 100148 QUALITY IMPROVEMENT 900099 85431 85431 ACTRIMS 900099 61076 61076 412391 46918 46918 829266 796954 32312 32312 32312 MISCELLANEOUS 900099 1199 1199 1199 785765 445902 0 46918 X 248433 188982 59451 271602 244705 26897 4992 4992 16263 16263 34436 34436 3653 3653 12607 2407 10200 18718 18718 402438 401688 750 818 818 6722 6346 376 48004 43279 4725 28563 12309 16254 27336 23186 4150 17774 17774 2196 1867 329 3893 3309 584 ACCREDITATION FEES 18710 15904 2806 PAYROLL EXPENSES 6010 6010 PROCESSING FEES 3288 3288 OTHER EXPENSES 2856 209 2647 6009 3766 2243 1185321 1053909 131412 0 4489 15643 13815 2537 148169 35540 6300 15363 15177 11786 5587 3391 1105592 1375466 1373528 689581 2657480 2137521 26831 80383 203383 220000 724000 450214 804383 X 1840489 966361 366777 366777 2207266 1333138 2657480 2137521 -399556 -474572 0 X 0 1 X 1 0 X 1273025 1009318 789307 797511 292945 4162106 212821 342093 298065 380611 412391 1645981 1485846 1351411 1087372 1178122 705336 5808087 0 162409 150196 207630 252259 772494 162409 150196 207630 252259 772494 5035593 38204 50943 39786 41510 46918 217361 38204 50943 39786 41510 46918 217361 474 2545 570 1199 4788 1524050 1402828 1129703 1220202 753453 6030236 0.83510 0.87760 0.03600 0.03490 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 474. 2020 AMOUNT: $ 2,545. 2021 AMOUNT: $ 570. 2022 AMOUNT: $ 1,199. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 503689 -75929 3810 423950 471795 36035 4141 503689 435865 16 39569 3655 471795 366776 72402 3313 435865 397364 -15859 8517 6212 366776 1 0 15177 11786 3391 3391 ISHARES CORE MSCI EAFE ETF 240704 F VANGUARD TOTAL STOCK MARKET ETF 340127 F ISHARES CORE DIVIDEND GROWTH 108750 F 689581 X 292475 -474572 -18718 -493290 785765 0 785765 1166603 0 1166603 18718 18718 1185321 PART X, LINE 2: IPMA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IPMA'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. WITH FEW EXCEPTIONS, IPMA IS NO LONGER SUBJECT TO SUCH EXAMINATIONS FOR TAX YEARS BEFORE 2019. IPMA HAS ADOPTED THE ACCOUNTING GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. IPMA FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO IPMA'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS -18,718. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS 18,718. X X X 0 0 0 0 0 0 0 0 0 DEBRA LEVINTHAL EXECUTIVE DIRECTOR 0 174264 0 15000 0 6300 0 7257 0 4760 0 207581 0 0 MICHELLE TAYLOR DIRECTOR OF LEARNING AND EDUCATIONAL 0 110759 0 1500 0 10800 0 0 0 1326 0 124385 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY IS SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS DONE THROUGH THE ANNUAL DISCLOSURE REQUIREMENT OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 REVIEWED ANNUALLY BY THE BOARD BASED ON COMPARABLE SALARY DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 22,558. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,558. INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 379,130. MANAGEMENT AND GENERAL EXPENSES 750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 379,880.