2024-10-21T10:04:43-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2023-01-01 420335500 IOWA MEDICAL SOCIETY IOWA 5152231401 515 EAST LOCUST STREET 400 DES MOINES IA 50309 STEVEN W CHURCHILL CEO 5152231401 2024-10-08 1 0 DAVID LITTLE P01480921 3193632697 2024-10-03 2023 2024-10-15 13:58:12Z X STEVEN W CHURCHILL 515 EAST LOCUST STREET 400 DES MOINES IA 50309 3005746 0 X WWW.IOWAMEDICAL.ORG X 1927 IA PROFESSIONAL MEMBERSHIP ASSOCIATION FOR ALLOPATHIC AND OSTEOPATHIC PHYSICIANS IN IOWA. 20 20 10 137 68196 14771 0 493630 1183790 1256895 490519 64281 542466 12163 2216775 1826969 0 0 0 0 777977 1142688 0 0 0 826855 776822 1604832 1919510 611943 -92541 7680662 8370640 417240 457625 7263422 7913015 TO ASSURE THE HIGHEST QUALITY HEALTH CARE IN IOWA THROUGH OUR ROLE AS PHYSICAN AND PATIENT ADVOCATE. 0 0 PROMOTION, ADVOCACY , ORGANIZATION, AND OTHER GENERAL SERVICES TO MEMBERS OF THE MEDICAL PROFESSION IN THE STATE OF IOWA. APPROXIMATELY 2,993 MEMBERS DURING 2023. PLANNING AND ORGANIZATION OF VARIOUS EVENTS FOR MEMBERS OF IOWA MEDICAL SOCIETY. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 16 0 10 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X STEVEN W CHURCHILL 5152231401 515 EAST LOCUST STREET 400 DES MOINES IA 50309 ZUZGA-REED JESSICA PRESIDENT 1.00 3.50 X X 8800 0 0 TRUHLAR SCOTT PAST PRESIDENT 1.00 3.50 X X 4400 0 0 TAYLOR CHRISTINA PRESIDENT ELECT 1.00 1.00 X X 0 0 0 LYNCH ALISON BOARD CHAIR 1.00 0.00 X X 0 0 0 ERDAHL LILLIAN BOARD SECRETARY 1.00 0.00 X X 0 0 0 BOEVERS EMILY DIRECTOR 1.00 0.00 X 0 0 0 DIERKING JASON DIRECTOR 1.00 0.00 X 0 0 0 GROOS JENNIFER DIRECTOR 1.00 0.00 X 0 0 0 JENKINS LINDSEY DIRECTOR 1.00 0.00 X 0 0 0 KERR LENARD DIRECTOR 1.00 0.00 X 0 0 0 LEVERIDGE SHANNON DIRECTOR 1.00 0.00 X 0 0 0 OLESEN KAREN DIRECTOR 1.00 0.00 X 0 0 0 O'SHEA NOREEN DIRECTOR 1.00 0.00 X 0 0 0 PREISSE RACHEL DIRECTOR 1.00 0.00 X 0 0 0 SHARP VICTORIA DIRECTOR 1.00 0.00 X 0 0 0 SYRING MARY DIRECTOR 1.00 0.00 X 0 0 0 TONUI PETER DIRECTOR 1.00 0.00 X 0 0 0 CHURCHILL STEVEN W CEO 40.00 3.50 X 258406 0 22540 REESE KADY POLICY AND GOVERNMENT RELATIONS DIRECTOR 40.00 0.00 X 104169 0 8333 OPIE SARA COMMUNICATIONS AND MARKETING DIRECTOR 40.00 0.00 X 107022 0 15027 482797 0 45900 3 0 1 0 0 120000 373630 493630 MEMBERSHIP DUES 541900 933532 933532 STRATEGIC ALLIANCE 541900 189092 189092 ADVERTISING AND SUBSCRIPTIONS 541800 52425 52425 SPONSORSHIPS 900099 46000 46000 EDUCATION PROGRAMS 611600 18600 18600 17246 1475 15771 1256895 178976 178976 12163 0 12163 12163 12163 1064082 1178777 -114695 -114695 -114695 1826969 1188699 68196 76444 280946 717574 9669 70024 64475 23392 47617 67000 19506 110369 3609 12078 68055 52250 19844 97151 72600 10613 TEAM EXPENSES AND DEVEL 69534 COMMUNICATIONS AND PUBL 41823 CONTINUING EDUCATION 19514 EVENTS AND OTHER 16140 25727 1919510 190419 113260 529896 813193 332958 134360 7497 7442 2106292 743958 1434935 1362334 5165719 5921323 19238 18728 7680662 8370640 154688 178075 262552 279550 417240 457625 X 7263422 7913015 7263422 7913015 7680662 8370640 -92541 742134 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 933532 67000 67000 168035 -101035 165000 165000 1550310 379201 1171109 390982 364757 26225 1362334 X 2549597 742134 742134 1807463 19506 19506 1826969 1900004 0 1900004 19506 19506 1919510 PART X, LINE 2: IOWA MEDICAL SOCIETY AND IOWA MEDICAL SOCIETY FOUNDATION ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) AND 501(C)(3), RESPECTIVELY, OF THE INTERNAL REVENUE CODE AND SIMILAR SECTIONS OF THE IOWA INCOME TAX LAW, WHICH PROVIDES AN INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT THE IOWA MEDICAL SOCIETY OR IOWA MEDICAL SOCIETY FOUNDATION IS A PRIVATE FOUNDATION. IOWA MEDICAL SOCIETY AND IOWA MEDICAL SOCIETY FOUNDATION FILE INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION. THE SOCIETY FOLLOWS THE ACCOUNTING STANDARDS TO EVALUATE UNCERTAIN TAX POSITIONS AND HAS DETERMINED THEY WERE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. X X X X 0 0 0 CHURCHILL STEVEN W CEO 243406 0 0 0 15000 0 9240 0 13300 0 280946 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS ARE ALL ELIGIBLE PHYSICIANS PROPERLY COMPLETING A MEMBERSHIP APPLICATION AND REMITTING DUES ARE CONSIDERED TO BE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS IN GOOD STANDING ARE ELIGIBLE TO VOTE FOR CANDIDATES TO THE ORGANIZATION'S BOARD OF DIRECTORS. ALL ELECTIONS SHALL BE CONDUCTED BY AN ELECTRONIC BALLOT. THOSE CANDIDATES RECEIVING A PLURALITY OF VOTES WILL BE ELECTED AT THE PRESIDENTIAL INSTALLATION. FORM 990, PART VI, SECTION B, LINE 11B THE INITIAL DRAFT OF THE COMPLETED FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND THEN PROVIDED TO MANAGEMENT FOR REVIEW AND EDITING. UPON COMPLETION OF MANAGEMENT'S REVIEW, A FINAL DRAFT OF FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD BY MANAGEMENT IN ELECTRONIC FORM. UPON RESOLUTION OF COMMENTS BY BOARD MEMBERS, IF ANY, THE FINAL FORM 990 IS SIGNED BY MANAGEMENT AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL AFFECTED INDIVIDUALS MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY WITHIN 30 DAYS OF COMMENCING SERVICE WITH THE IOWA MEDICAL SOCIETY. THE AFFECTED INDIVIDUALS MUST UPDATE AND RESUBMIT A POLICY ACKNOWLEDGEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE TOP MANAGEMENT OFFICIAL FOR THE ORGANIZATION IS THE EXECUTIVE VICE PRESIDENT & CEO (CEO). THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO OCCURS IN MULTIPLE STEPS AND IS EVENTUALLY SET BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. INITIALLY OTHER SENIOR MANAGEMENT STAFF ARE REQUESTED TO SUBMIT EVALUATIVE COMMENTS OF THE CEO'S PERFORMANCE DURING THE PAST YEAR TO THE CHAIR OF THE BOARD OF DIRECTORS. OUTSIDE INFORMATION IS OBTAINED IN THE FORM OF A SALARY SURVEY PRODUCED BY AN INDEPENDENT THIRD PARTY. THE COMPENSATION COMMITTEE WILL REVIEW THE INTERNAL EVALUATIONS, CONSIDER THE SALARY SURVEY INFORMATION, AND COMPLETE A WRITTEN ANNUAL EVALUTION OF THE CEO INCLUDING DETERMINATION OF APPROPRIATE ADJUSTMENTS TO BASE SALARY, BONUS, AND OTHER COMPENSATION AMOUNTS. THIS INFORMATION IS COMMUNICATED TO THE CEO AND WRITTEN DOCUMENTATION IS RETAINED IN PERSONNEL FILES. COMPENSATION PROCESS FOR OFFICERS RANGES OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED AND UPDATED PERIODICALLY BASED UPON SALARY SURVEYS OF OTHER STATE MEDICAL SOCIETIES AND IOWA-BASED ASSOCIATIONS. KEY PERSONNEL RECEIVE WRITTEN PERFORMANCE EVALUATIONS TWICE EACH YEAR. SALARY ADJUSTMENTS ARE AWARDED JANUARY 1 BASED UPON THE RANGES ESTABLISHED BY THE SURVEY RESULTS AND THE INDIVIDUAL EMPLOYEE'S MERIT/ACCOMPLISHMENT OF GOALS FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. IOWA MEDICAL SOCIETY FOUNDATION 515 EAST LOCUST ST 400 DES MOINES IA 50309 426078626 EDUCATION IA 501(C)(3) LINE 7 N/A 1 IOWA MEDICAL POLITICAL ACTION COMMITTEE 515 EAST LOCUST ST 400 DES MOINES IA 50309 420888114 PAC IA 527 LINE 12D, III-O N/A 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 IOWA MEDICAL SOCIETY FOUNDATION Q 30000 REIMBURSEMENT OF ACTUAL COSTS IOWA MEDICAL SOCIETY FOUNDATION C 90000 GRANT APPLICATION DOCUMENTS