2024-11-06T10:26:16-06:00 2024-06-30 540504608 BROWN EDWARDS & COMPANY LLP 3906 ELECTRIC ROAD ROANOKE VA 24018 990 2023-07-01 540807776 CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC CERT 5407253847 4423 PHEASANT RIDGE ROAD SUITE 100 ROANOKE VA 24014 SHARON LUSTIG PRESIDENT/CEO 5407253847 2024-11-05 1 0 EVAN ROSS P01786214 5403450936 2024-11-05 2023 2024-10-15 13:58:12Z SHARON LUSTIG 4423 PHEASANT RIDGE ROAD SUITE 100 ROANOKE VA 24014 2720652 0 X WWW.CMRINSTITUTE.ORG X 1966 VA THE ORGANIZATION IS DEDICATED TO SERVING THE PROFESSIONAL DEVELOPMENT NEEDS OF LIFE SCIENCE PROGRAMS BY PROVIDING INNOVATIVE LEARNING STRATEGIES AND RESOURCES TO ADVANCE KNOWLEDGE AND ENHANCE HEALTHCARE. 12 11 21 0 0 0 0 0 2238703 2510565 42023 207381 -3744 2706 2276982 2720652 0 0 0 0 1630103 1790373 0 0 0 1136650 1135578 2766753 2925951 -489771 -205299 3688645 3738388 198676 564002 3489969 3174386 X THE ORGANIZATION IS DEDICATED TO SERVING THE PROFESSIONAL DEVELOPMENT NEEDS OF LIFE SCIENCE PROGRAMS BY PROVIDING INNOVATIVE LEARNING STRATEGIES AND RESOURCES TO ADVANCE KNOWLEDGE AND ENHANCE HEALTHCARE. 0 0 1662695 2513271 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE CONTINUING EDUCATION TO MEMBERS OF THE HEALTHCARE INDUSTRY FOR THE INTENTION OF IMPROVING PATIENT CARE.WHO WE ARECMR INSTITUTE (CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE) IS AN INDEPENDENT, NOT-FOR-PROFIT HEALTHCARE EDUCATIONAL PROVIDER FOUNDED BY PHYSICIANS IN 1966 IN RESPONSE TO THE NEED TO INCREASE THERAPEUTIC KNOWLEDGE THROUGH SCIENTIFIC EDUCATION; TO FACILITATE EFFECTIVE CLINICIAN INTERACTIONS; AND TO ENHANCE BUSINESS EXPERTISE TO UNDERSTAND INDUSTRY CHALLENGES.OUR MISSIONCMR INSTITUTE IS DEDICATED TO PROVIDING UNBIASED, CURRENT AND APPLICABLE INFORMATION WHILE INCREASING THE KNOWLEDGE, SKILLS AND UNDERSTANDING OF THE ISSUES AFFECTING HEALTHCARE TODAY. CMR INSTITUTE'S MISSION HAS ALWAYS BEEN AND REMAINS TO ADVANCE KNOWLEDGE TO ENHANCE HEALTHCARE.OUR FACULTYCMR INSTITUTE'S DISTINGUISHED FACULTY OF HEALTHCARE PROFESSIONALS AND LEADING SUBJECT MATTER EXPERTS FROM PRESTIGIOUS UNIVERSITIES AND ACADEMIC MEDICAL CENTERS ACROSS THE COUNTRY ASSIST IN DEVELOPING AND MAINTAINING AN UP-TO-DATE CURRICULUM RELEVANT TO TODAY'S HEALTHCARE CHALLENGES.OUR CURRICULUMCMR INSTITUTE USES A TEAM OF EXPERIENCED INSTRUCTIONAL DESIGNERS AND WRITERS WHO APPLY SOLID INSTRUCTIONAL DESIGN STRATEGIES TO ENHANCE THE ADULT LEARNING EXPERIENCE FOR MAXIMUM EFFECTIVENESS. COURSES PROVIDE HEALTHCARE PROFESSIONALS WITH VITAL KNOWLEDGE TO MORE EFFECTIVELY INTERACT WITH TODAY'S MEDICAL PROFESSIONALS TO IMPROVE PATIENT CARE. N/A N/A 1662695 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 46 0 1 21 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAN LONG 5407253847 4423 PHEASANT RIDGE ROAD SUITE 100 ROANOKE VA 24014 JEFFREY FARBER DIRECTOR 5.00 X X 4500 0 0 BARBARA B LOCKEE CHAIR 5.00 X X 750 0 0 PARTHA ANBIL DIRECTOR 5.00 X 1750 0 0 MARK SORRENTINO DIRECTOR 5.00 X 6500 0 0 JASON GAINES DIRECTOR 5.00 X 2000 0 0 DAWN BREHM DIRECTOR 5.00 X 1250 0 0 TERRELL HERRING DIRECTOR 5.00 X 1250 0 0 SHARON CONFESSORE DIRECTOR 5.00 X 1750 0 0 ANDREW KRUMERMAN DIRECTOR 5.00 X 1750 0 0 MAYAH CURTIS DIRECTOR 5.00 X 750 0 0 TIMOTHY KERN DIRECTOR 5.00 X 1750 0 0 MICHELLE O'CONNOR PRESIDENT/CEO 37.50 X X 283828 0 14227 SHARON LUSTIG SR. VICE PRESIDENT OF CLIENT SOLUTIONS 37.50 X 119430 0 11105 DANA LONG SECRETARY/TREASURER 37.50 X 65998 0 5352 LORRI BLANK SR. DIRECTOR OF CLIENT DEVELOPMENT 37.50 X 160719 0 11889 653975 0 42573 3 0 1 0 0 SUBSCRIPTIONS 611600 2061323 2061323 MANAGEMENT FEES 541900 157950 157950 CUSTOM LEARNING PROGRA 611600 146955 146955 EDUCATIONAL PRODUCTS 611600 144337 144337 2510565 58392 58392 148989 0 148989 148989 148989 OTHER INCOME 900099 2706 2706 2706 2720652 2513271 0 207381 430807 236944 193863 1034409 568925 465484 51565 28361 23204 133801 73591 60210 139791 76885 62906 17098 17098 15500 15500 6841 6841 9093 9093 73962 73962 45749 45749 152778 152778 77592 38796 38796 105988 105988 340147 334702 5445 27484 1382 26102 BUSINESS DEVELOPMENT 82124 81253 871 HUMAN RESOURCES 72540 72540 EXECUTIVE & BOARD OF DI 63485 63485 PRODUCT DEVELOPMENT 38615 38615 6582 3291 3291 2925951 1662695 1263256 0 731926 646171 1324320 847627 131047 321888 74892 58935 403604 379930 27099 23674 957684 1056441 321681 381094 119996 402558 3688645 3738388 136952 200588 17262 61724 346152 198676 564002 X 3382776 3067193 107193 107193 3489969 3174386 3688645 3738388 X -205299 -78476 -31808 X X 0 1 X 1 0 X 250900 250900 2658674 2882070 2519774 2238703 2510565 12809786 2909574 2882070 2519774 2238703 2510565 13060686 0 0 0 13060686 23349 19990 23551 42023 58392 167305 23349 19990 23551 42023 58392 167305 161940 163560 166200 161520 2706 655926 3094863 3065620 2709525 2442246 2571663 13883917 0.94070 0.01210 X 403604 379930 23674 23674 CSV OFFICER LIFE INSURANCE 57239 RIGHT OF USE ASSET 345319 402558 OPERATING LEASE LIABILITY 346152 346152 2635335 -78476 -78476 2713811 6841 6841 2720652 2919110 0 2919110 6841 6841 2925951 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED ON FINANCIAL STATEMENTS 6,841. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED ON FINANCIAL STATEMENTS 6,841. X X X 0 0 0 0 0 0 0 0 0 MICHELLE O'CONNOR PRESIDENT/CEO 235880 0 28784 0 19164 0 9242 0 4985 0 298055 0 0 0 LORRI BLANK SR. DIRECTOR OF CLIENT DEVELOPMENT 148858 0 11861 0 0 0 5769 0 6120 0 172608 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT VERSION OF THE 990 AND ALL SUPPORTING SCHEDULES AND STATEMENTS IS REVIEWED FIRST BY THE CEO. ANY NECESSARY ADJUSTMENTS ARE MADE, AND THE DRAFT IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BODY COMPLETES AN ANNUAL QUESTIONNAIRE RELATING TO ITEMS IN FORM 990, INCLUDING A DISCLOSURE STATEMENT, CONFLICT OF INTEREST STATEMENT AND COMPLIANCE STATEMENT DURING THEIR REQUIRED ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15 A MARKET-DRIVEN (OR GOING RATE) APPROACH IS USED AS THE PRIMARY STRATEGY FOR DETERMINING PAY. GENERALLY, THE INSTITUTE USES A BLENDED-AVERAGING METHODOLOGY TO CAPTURE THE UNIQUENESS OF INSTITUTE POSITIONS AND MAY USE BENCHMARKING AS A CROSS-COMPARISON. COMPENSATION RESEARCH BEGINS BY ANALYZING THE LOCAL AND NATIONAL MARKETS USING THE PRIVATE-SECTOR WITH EMPLOYEE BASE. THE INSTITUTE'S GOAL IS TO MAINTAIN OR EXCEED PAY SCALE AVERAGES WITHIN THE GIVEN MARKET. POSITION COMPETENCIES ARE UTILIZED DURING THE ANALYSIS PHASE AND THEN COMPARED WITH QUALITY EXTERNAL DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT -31,808. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR.