2025-10-13T15:05:20-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2024-01-01 420335500 IOWA MEDICAL SOCIETY IOWA 5152231401 515 EAST LOCUST STREET 400 DES MOINES IA 50309 STEVEN W CHURCHILL CEO 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 2141970 0 X WWW.IOWAMEDICAL.ORG X 1927 IA PROFESSIONAL MEMBERSHIP ASSOCIATION FOR ALLOPATHIC AND OSTEOPATHIC PHYSICIANS IN IOWA. 20 20 13 101 80240 788 493630 433356 1256895 1278863 64281 243242 12163 16800 1826969 1972261 0 0 0 0 1142688 1181231 0 0 0 776822 789786 1919510 1971017 -92541 1244 8370640 8828356 457625 452848 7913015 8375508 OUR MISSION IS TO ADVANCE THE PRACTICE OF MEDICINE THROUGH ADVOCACY, EDUCATION, AND ENGAGEMENT WITH PHYSICIANS THROUGHOUT IOWA TO ENSURE THE HIGHEST QUALITY OF CARE FOR THE PATIENTS THEY SERVE. 0 0 ADVANCE THE PRACTICE OF MEDICINE THROUGH ADVOCACY, EDUCATION AND ENGAGEMENT WITH PHYSISICIANS THROUGHOUT IOWA TO ENSURE THE HIGHEST QUALITY OF CARE FOR THE PATIENT THEY SERVE. APPROXIMATELY 3,039 MEMBERS DURING 2024. 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 5 0 1 13 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 TAYLOR CHRISTINA PRESIDENT 1.00 3.50 X X 8800 0 0 ZUZGA-REED JESSICA PAST PRESIDENT 1.00 3.50 X X 4400 0 0 LYNCH ALISON PRESIDENT ELECT 1.00 0.00 X X 0 0 0 ERDAHL LILLIAN BOARD CHAIR 1.00 0.00 X X 0 0 0 TONUI PETER BOARD SECRETARY 1.00 0.00 X X 0 0 0 BARSCZ JOSI DIRECTOR 1.00 0.00 X 0 0 0 BOEVERS EMILY DIRECTOR 1.00 0.00 X 0 0 0 JENKINS LINDSEY DIRECTOR 1.00 0.00 X 0 0 0 LEVERIDGE SHANNON DIRECTOR 1.00 0.00 X 0 0 0 MCCABE DANIEL DIRECTOR 1.00 0.00 X 0 0 0 MOE DANIEL 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 RYON JOEL DIRECTOR 1.00 0.00 X 0 0 0 SHARP VICTORIA DIRECTOR 1.00 0.00 X 0 0 0 SYRING MARA DIRECTOR 1.00 0.00 X 0 0 0 TRUDEAU EMILY DIRECTOR 1.00 0.00 X 0 0 0 VOLLSTEDT KEITH DIRECTOR 1.00 0.00 X 0 0 0 YACOUB FADI DIRECTOR 1.00 0.00 X 0 0 0 CHURCHILL STEVEN W CEO 40.00 3.50 X 284982 0 24690 OPIE SARA COMMUNICATIONS AND MARKETING DIRECTOR 40.00 0.00 X 108179 0 19675 406361 0 44365 2 0 1 0 0 172500 260856 433356 MEMBERSHIP DUES 541900 938601 938601 STRATEGIC ALLIANCE 541900 200502 200502 ADVERTISING AND SUBSCR 541800 80240 80240 SPONSORSHIPS 900099 42000 42000 EDUCATION PROGRAMS 611600 17460 17460 60 60 1278863 205152 205152 16800 0 16800 16800 16800 207799 169709 38090 38090 38090 1972261 1198623 80240 260042 299736 684391 27490 92559 77055 23430 27843 55000 21193 114837 3174 46145 70367 50640 20319 122497 65149 8965 TEAM EXPENSES AND DEVEL 67536 COMMUNICATIONS AND PUBL 38944 CONTINUING EDUCATION 13361 EVENTS AND OTHER 12945 27441 1971017 113260 185060 813193 899567 134360 49547 7442 5825 2087724 790539 1362334 1297185 5921323 6391172 18728 0 8370640 8828356 178075 182087 279550 270761 457625 452848 X 7913015 8375508 7913015 8375508 8370640 8828356 1244 461249 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 938601 55000 55000 168948 -113948 165000 165000 1550310 419996 1130314 372414 370543 1871 1297185 X 2412317 461249 461249 1951068 21193 21193 1972261 1949824 0 1949824 21193 21193 1971017 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 260982 0 24000 0 0 0 9936 0 14754 0 309672 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 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. FORM 990, PART XII, LINE 2C: THE SOCIETY'S EXECUTIVE COMMITTEE HAS OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 142500 GRANT APPLICATION DOCUMENTS