2025-08-06T09:00:48-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 362915937 AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES AMER 6512883432 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 CATHERINE JOHANNESEN PRESIDENT 6512883432 2025-08-04 1 0 ANN NEIL P01817922 6123764500 2025-08-04 2024 2025-03-06 01:10:19Z CATHERINE JOHANNESEN 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 369438 0 X WWW.AAMSE.ORG X 1954 MO PROVIDE MEDICAL SOCIETY EXECUTIVES THE MEANS TO EXCEL IN THE FIELD OF ORGANIZED MEDICINE. 13 13 0 40 3075 2075 50000 60000 265477 295219 5014 5596 12138 8623 332629 369438 0 0 0 0 0 0 0 0 0 381407 377395 381407 377395 -48778 -7957 303422 283655 175335 154569 128087 129086 X AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES (AAMSE) IS COMMITTED TO EDUCATING AND SUPPORTING MEDICAL SOCIETY PROFESSIONALS TO ADVANCE THE PROFESSION OF MEDICAL SOCIETY MANAGEMENT, MEDICAL SOCIETIES, AND THE PHYSICIANS THEY SERVE. 0 0 THE AAMSE ANNUAL CONFERENCE PROVIDES A PLATFORM TO INTERACT WITH OTHER MEDICAL SOCIETY PROFESSIONALS TO LEARN HOW TO BETTER MANAGE MEDICAL ASSOCIATIONS. THE CONFERENCE INCLUDES NETWORKING AND EDUCATIONAL SESSIONS AND HAD 150 ATTENDEES. OTHER CONFERENCES & MEETINGS: COMMITTEES, SPECIAL CEO MEETINGS, WEBSITE DEVELOPMENT, AND OTHER PROGRAM MANAGEMENT FEES. STATE CEO MEETING: NETWORKING FORUM ON CURRENT EVENTS THAT AFFECT PROFESSIONAL LIVES OF MEDICAL EXECUTIVES WITH APPROXIMATELY 30 ATTENDEES. LEADERSHIP ACADEMY: MEDICAL SOCIETY PERSONNEL WHO LEARN AND DEVELOP THEIR LEADERSHIP SKILLS AND HOW THEY CAN BE APPLIED TO THEIR MEDICAL SOCIETY. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 3 0 0 1 1 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X EWALD CONSULTING 6512906260 1601 UTICA AVE S SUITE 213 MINNEAPOLIS MN 55416 X CATHERINE JOHANNESEN PRESIDENT 5.00 0.05 X X 0 0 0 JOSEPH GREAVES PRESIDENT-ELECT 3.00 0.05 X X 0 0 0 SYLVIA SALAZAR PAST PRESIDENT 3.00 0.05 X X 0 0 0 CLINT CUMMINS SECRETARY/TREASURER 5.00 0.05 X X 0 0 0 REBECCA BRANDT DIRECTOR 2.00 0.05 X 0 0 0 DONNA GRANDE DIRECTOR 2.00 0.05 X 0 0 0 JULIE RAMIREZ DIRECTOR 2.00 0.05 X 0 0 0 KELSEY MCQUAID-CRAIG DIRECTOR 2.00 0.05 X 0 0 0 LIBBY DE BIE DIRECTOR 2.00 0.05 X 0 0 0 WES GLINSMANN DIRECTOR 2.00 0.05 X 0 0 0 ALEX BARDAKH DIRECTOR 2.00 0.05 X 0 0 0 ARIEL JONES DIRECTOR 2.00 0.05 X 0 0 0 ALLEN MCMILLEN DIRECTOR 2.00 0.05 X 0 0 0 0 0 0 0 0 0 0 EWALD CONSULTING 1601 UTICA AVE S SUITE 213 MINNEAPOLIS MN 55416 ASSOCIATION MANAGEMENT 172240 1 60000 60000 MEMBERSHIP DUES 900099 119715 119715 REGISTRATIONS 900099 119254 119254 SPONSORSHIP 900099 56250 56250 295219 5596 5596 ADVERTISING 900099 3075 3075 CAREER CONNECTIONS 900099 3048 3048 MAIL LIST RENTAL 900099 2500 2500 8623 369438 297719 3075 8644 172240 1940 1215 1485 13135 64915 8814 72347 19165 1264 MISCELLANEOUS EXPENSES 11719 COMMITTEE EXPENSES 9156 377395 56588 51743 61730 62810 185104 169102 303422 283655 42075 7089 133260 147480 175335 154569 X 128087 129086 128087 129086 303422 283655 -7957 8956 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, A COMMITTEE OF THE BOARD, SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, SECRETARY-TREASURER, IMMEDIATE PAST PRESIDENT, AND ONE MEMBER ELECTED BY THE BOARD OF DIRECTORS FROM AMONG ITS MEMBERS AT ITS ANNUAL MEETING. THE EXECUTIVE COMMITTEE SHALL BE VESTED WITH ALL THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS WHICH IS NOT EXPRESSLY WITHHELD FROM IT BY RESOLUTION, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL HAVE NO POWER TO DISPOSE OF OR PURCHASE ASSETS OF THE CORPORATION OR TAKE ANY ACTION CONTRARY TO ANY PREVIOUS ACTION OF THE BOARD. ALL ACTIONS OF THE EXECUTIVE COMMITTEE ARE SUBJECT TO CONFIRMATION BY THE BOARD. MEMBERS OF THE EXECUTIVE COMMITTEE MAY PARTICIPATE IN AND ACT AT ANY MEETING OF THE EXECUTIVE COMMITTEE THROUGH THE USE OF A CONFERENCE TELEPHONE OR OTHER COMMUNICATIONS EQUIPMENT BY MEANS OF WHICH ALL PERSONS PARTICIPATING IN THE MEETING CAN COMMUNICATE WITH EACH OTHER. SUCH PARTICIPATION SHALL CONSTITUTE ATTENDANCE AND PRESENCE AT THE MEETING. ANY ACTION WHICH MAY BE TAKEN AT A MEETING OF THE EXECUTIVE COMMITTEE MAY BE TAKEN WITHOUT A MEETING IF A CONSENT IN WRITING SETTING FORTH THE ACTION SO TAKEN SHALL BE SIGNED BY ALL MEMBERS OF THE EXECUTIVE COMMITTEE ENTITLED TO VOTE WITH RESPECT TO THE SUBJECT MATTER THEREOF. FORM 990, PART VI, SECTION A, LINE 3 AAMSE CONTRACTS WITH EWALD CONSULTING TO PROVIDE OFFICE FACILITIES, MANAGEMENT, RECORD KEEPING, ACCOUNTING, STORAGE, AND OTHER SIGNIFICANT SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO PAY ANNUAL DUES. THERE ARE THREE CLASSES OF MEMBERSHIP: ACTIVE, AFFILIATE, AND EMERITUS. ACTIVE MEMBERS ARE EXECUTIVE EMPLOYEES OF OR EXECUTIVE STAFF OF MULTIPLE MANAGEMENT FIRMS WHO DEVOTE AT LEAST 50 PERCENT OF THEIR WORKING TIME TO THE MANAGEMENT OF NATIONAL, REGIONAL STATE, DISTRICT, OR COUNTY MEDICAL SOCIETIES, THEIR SUBSIDIARIES, AND AFFILIATE AND/OR RELATED CORPORATIONS. THE MEDICAL SOCIETY MUST BE COMPRISED OF PHYSICIANS OR GROUPS OF PHYSICIANS AND ORGANIZED AS A PROFESSIONAL MEDICAL SOCIETY OR ASSOCIATION. AFFILIATE MEMBERS ARE INDIVIDUALS NOT ELIGIBLE FOR ACTIVE MEMBERSHIP BUT WHO MEET CRITERIA FOR AFFILIATE MEMBERSHIP ESTABLISHED BY THE BOARD OF DIRECTOR. EMERITUS MEMBERS ARE ACTIVE MEMBERS WHO HAVE RETIRED FROM AN ELIGIBLE EMPLOYMENT AND WHO HAVE MADE OUTSTANDING CONTRIBUTIONS TO AAMSE OR IN THE FIELD OF ASSOCIATION MANAGEMENT, AND WHO SHALL BE ELECTED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH CRITERIA IT SHALL ESTABLISH. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF AAMSE ARE ELECTED BY MEMBERSHIP. EACH CLASS OF MEMBERSHIP SHALL HAVE ALL RIGHTS AND PRIVILEGES OF MEMBERSHIP, EXCEPT THAT ONLY ACTIVE MEMBERS SHALL HAVE THE RIGHT TO VOTE OR HOLD ELECTIVE OFFICE. EACH MEMBER ELIGIBLE TO VOTE SHALL HAVE ONE VOTE ON ALL PROPOSALS SUBMITTED TO THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ALL PROPOSED BYLAW AMENDMENTS ARE VOTED ON BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 IS COMPLETED, THE FINANCE COMMITTEE REVIEWS THE RETURN AND APPROVES. IT IS THEN GIVEN TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. ONCE APPROVED, IT IS THEN FORWARDED TO THE PRESIDENT FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, COMMITTEE MEMBERS AND EXECUTIVE STAFF SHALL ANNUALLY SIGN A STATEMENT DISCLOSING ANY OUTSIDE INTERESTS OR RELATIONSHIPS, AFFILIATIONS, INVESTMENTS, COMPENSATION OR OTHER SITUATIONS THAT MAY REPRESENT OR APPEAR TO REPRESENT A CONFLICT OF INTEREST. THE BOARD OF DIRECTORS REVIEWS ALL CONFLICTS BROUGHT TO THEIR ATTENTION AND ARE DEEMED CONFLICTS AT THE DISCRETION OF THE BOARD. WHEN AN OFFICER, DIRECTOR, COMMITTEE MEMBER OR EXECUTIVE STAFF BELIEVES THAT AN INDIVIDUAL MAY HAVE A CONFLICT OF INTEREST THAT HAS NOT BEEN PROPERLY RECOGNIZED OR RESOLVED, THE OFFICER DIRECTOR COMMITTEE MEMBER, OR EXECUTIVE STAFF IS OBLIGATED TO RAISE THAT ISSUE AND SEEK PROPER RESOLUTION. WHEN A CONFLICT OF INTEREST IS FOUND, THE INDIVIDUAL INVOLVED SHALL NOT BE INVOLVED IN THE DISCUSSION OF THE CONFLICT OF INTEREST. WHEN A MOTION IS MADE FOR APPROVAL OF A TRANSACTION OR AGREEMENT WITH THE ORGANIZATION, THE INVOLVED INDIVIDUAL SHALL RECUSE THEMSELF FROM THE VOTE ON THE ISSUE. DOCUMENTATION OF THE DELIBERATION AND DECSION PROCESS CAN BE FOUND IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S POLICIES ARE LISTED ON THEIR WEBSITE AND THOSE THAT ARE NOT LISTED ON THEIR WEBSITE ARE AVAILABLE UPON REQUEST. FOUNDATION OF THE AMERICAN ASSOC OF MEDICAL SOCIETY EXECUTIVES 1601 UTICA AVE S SUITE 213 MINNEAPOLIS MN 55416 363790660 EDUCATIONAL AND RESEARCH ACTIVITIES IL 501(C)(3) LINE 12A, I AMERICAN ASSOC OF MEDICAL SOCIETY EXECUTIVES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0