2025-10-13T15:39:10-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2024-01-01 426078626 IOWA MEDICAL SOCIETY FOUNDATION IOWA 5152231401 515 EAST LOCUST STREET 400 DES MOINES IA 50309 STEVEN W CHURCHILL SECRETARY/ TREASURER 5152231401 2025-08-26 1 0 DAVID LITTLE P01480921 3193632697 2025-08-26 2024 2025-03-06 01:10:19Z STEVEN W CHURCHILL 515 EAST LOCUST STREET 400 DES MOINES IA 50309 299728 0 X WWW.IOWAMEDICAL.ORG/IMS-FOUNDATION/ X 1952 IA TO INSPIRE, FACILIATE AND EXPAND THE PHILANTHROPIC ENDEAVORS OF THE IOWA MEDIAL SOCIETY. 11 11 0 12 0 0 33972 122755 0 0 21038 58939 0 0 55010 181694 129616 190989 0 0 0 0 0 0 0 44308 43121 173924 234110 -118914 -52416 1881133 1964446 0 3280 1881133 1961166 TO INSPIRE, FACILIATE AND EXPAND THE PHILANTHROPIC ENDEAVORS OF THE IOWA MEDIAL SOCIETY. 0 0 169989 169989 FINANCIAL SUPPORT FOR PROGRAMS AND ACTIVITIES WHICH ENHANCE THE IMAGE OF PHYSICANS AND PROMOTE THE PUBLIC HEALTH OF IOWANS. 21000 21000 FUNDING OF MEDICAL STUDENT SCHOLARSHIPS AND STUDY GRANTS. CONTRIBUTIONS ARE MADE TO DES MOINES UNIVERSITY WHICH ADMINISTERS A SCHOLARSHIP PROGRAM FOR ITS STUDENTS, AND STUDY GRANTS AWARDED TO INDIVIDUAL MEDICAL STUDENTS. 190989 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X STEVEN W CHURCHILL 5152231401 515 EAST LOCUST STREET 400 DES MOINES IA 50309 ZUZGA-REED JESSICA CHAIR 3.50 1.00 X X 0 4400 0 TAYLOR CHRISTINA VICE CHAIR 3.50 1.00 X X 0 8800 0 CHURCHILL STEVEN W SECRETARY/TREASURER 3.50 40.00 X X 0 284982 24690 ELSON MARYGRACE DIRECTOR 1.00 X 0 0 0 GUTU STEPHEN DIRECTOR 1.00 X 0 0 0 HEININGER ERIC DIRECTOR 1.00 X 0 0 0 KITCHELL MARY DIRECTOR 1.00 X 0 0 0 KITCHELL MICHAEL DIRECTOR 1.00 X 0 0 0 MILLESS TIFFANI DIRECTOR 1.00 X 0 0 0 ROMANO MICHAEL DIRECTOR 1.00 X 0 0 0 TRUHLAR SCOTT DIRECTOR 1.00 X 0 0 0 WONG HUMPHREY DIRECTOR 1.00 X 0 0 0 OPIE SARA COMMUNICATIONS AND MARKETING DIRECTOR 0.00 40.00 X 0 108179 19675 0 406361 44365 0 0 1 0 0 122755 122755 44822 44822 132151 118034 14117 14117 14117 181694 0 0 58939 169989 169989 21000 21000 30000 30000 4365 4365 6230 6230 2499 2499 27 27 234110 190989 43121 0 63126 94280 1818007 1870166 1881133 1964446 3280 0 3280 X 1868065 1948098 13068 13068 1881133 1961166 1881133 1964446 -52416 132449 0 X X 0 1 X 1 0 X 55189 63967 38756 33972 122755 314639 55189 63967 38756 33972 122755 314639 188369 126270 41021 63926 42086 43505 44823 235361 550000 0.22960 0.26430 X THE FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND OTHER PUBLIC CHARITIES. THE FOUNDATION'S BOARD REPRESENTS THE BROAD INTEREST OF THE PUBLIC AND PROVIDES SERVICES THAT DIRECLTY BENEFIT THE GENERAL PUBLIC ON A CONTINUING BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 307913 132449 132449 175464 6230 6230 181694 227880 0 227880 6230 6230 234110 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. 1 IOWA MEDICAL SOCIETY 515 EAST LOCUST STREET DES MOINES IA 50309 420335500 501(C)(6) 142500 0 PROGRAM SUPPORT 1 CLINICAL EXPERIENCE GRANT 30 21000 PART I, LINE 2: GRANTS AND ASSISTANCE ARE PROVIDED ONLY TO ORGANIZATIONS THAT FURTHER THE MISSION OF THE FOUNDATION. GENERALLY ONLY EDUCATIONAL GRANTS AND ASSISTANCE ARE AWARDED. PROGRAMS RECEIVING FUNDS ARE MONITORED TO VERIFY THAT FUNDS ARE USED AS INTENDED. 0 0 0 0 0 0 0 0 0 CHURCHILL STEVEN W SECRETARY/TREASURER 0 260982 0 24000 0 0 0 9936 0 14754 0 309672 0 0 FORM 990, PART VI, SECTION A, LINE 2 MARY KITCHELL AND MICHAEL KITCHELL HAVE A FAMILY RELATIONSHIP. TIFFANI MILLESS AND ERIC HEININGER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS SHALL CONSTITUTE AN EXECUTIVE COMMITTEE OF THIS CORPORATION THAT SHALL HAVE AND MAY EXERCISE ALL POWERS AND DUTIES OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, EXCEPT SUCH POWERS AND DUTIES AS MAY BE SPECIFICALLY RESERVED BY RESOLUTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE INITIAL DRAFT OF THE COMPLETED FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIM 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 FOUNDATION. THE AFFECTED INDIVIDUALS MUST UPDATE AND RESUBMIT A POLICY ACKNOWLEDGEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS NO EMPLOYEES, AND BOARD MEMBERS SERVE AS VOLUNTEERS WITHOUT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S EXECUTIVE COMMITTEE HAS OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IOWA MEDICAL SOCIETY 515 E LOCUST STREET DES MOINES IA 50309 420335500 PROFESSION IA 501(C)(6) 0 IOWA MEDICAL POLITICAL ACTION COMMITTEE 515 E LOCUST STREET DES MOINES IA 50309 420888114 PAC IA 527 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 IOWA MEDICAL SOCIETY P 30000 REIMBURSEMENT OF ACTUAL COSTS IOWA MEDICAL SOCIETY B 142500 GRANTS