2024-11-13T07:46:22-06:00 2023-12-31 391628949 JOHNSON BLOCK & CO INC 9701 BRADER WAY SUITE 202 MIDDLETON WI 53562 990 2023-01-01 390368317 INTERSTATE POSTGRADUATE MEDICAL ASSOCIATION OF NORTH AMERICA INTE 6083340683 604 CLAIRE LANE PROSPECT HEIGHTS IL 60070 DOUG MARTIN CHAIR 6083340683 2024-11-12 1 1 JEFFREY OSVOG P01566913 6082742002 2023 2024-10-15 13:58:12Z DEBRA LEVINTHAL 604 CLAIRE LANE PROSPECT HEIGHTS IL 60070 1424820 0 X IPMAMEDED.ORG X 1918 WI TO PROVIDE MEDICAL EDUCATION AND QUALITY IMPROVEMENT FOR MEMBERS. 9 9 0 9 0 0 292945 117242 412391 440544 79230 99345 1199 500 785765 657631 0 87000 0 0 575726 575201 0 0 0 609595 289006 1185321 951207 -399556 -293576 2137521 1837960 804383 649755 1333138 1188205 IPMA WILL ADVANCE LIFELONG LEARNING TO IMPROVE HEALTHCARE. 0 0 497770 2000 382569 GRANT PROJECTS AND ACCREDITATION: ADMINISTER RESEARCH PROJECTSAND PROVIDE ACCREDITATION SERVICES FOR CONTINUING EDUCATION PURPOSE. 103016 85000 58475 ACTRIMS: IPMA PROVIDED COMPREHENSIVE GRANT MANAGEMENT AND ACCREDITATION SERVICES FOR THE 2022 ANNUAL FORUM OF THE AMERICAS COMMITTEE FOR TREATMENT AND RESEARCH IN MULTIPLE SCLEROSIS (ACTRIMS), THE JOINT ACTRIMS/ECTRIMS MEETING, AND THE DIDACTIC SERIES. 224110 ASCENT PHYSICIAN LEADERSHIP: ASCENT PHYSICIAN LEADERSHIP PROVIDES LEADERSHIP AND EDUCATION FOR PHYSICIANS THROUGH A PEER GROUP BASED STRUCTURE THAT BEGINS WITH HAVING LEADERS BETTER UNDERSTAND THEMSELVES. CENTERED ON FOUR CORNERSTONES OF LEADERSHIP, ASCENT INTEGRATES THE BEST IN ADULT LEARNING PRINCIPLES AS IT DELIVERS SELF-PACED INDEPENDENT LEARNING MODULES COMBINED WITH LIVE SESSIONS LED BY EXPERT FACULTY AND FACILITATED GROUP DISCUSSIONS AND PROBLEM SOLVING. 824896 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 33 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X DEBRA LEVINTHAL 8475287013 604 CLAIRE LANE PROSPECT HEIGHTS IL 60070 DEBRA LEVINTHAL EXECUTIVE DIRECTOR 40.00 X 0 201908 9202 MICHELLE TAYLOR DIRECTOR OF LEARNING AND E 40.00 X 0 121081 575 DOUG MARTIN MD CHAIR 3.00 X X 8500 0 0 BRENT MEIER MD VICE CHAIR 2.00 X X 2250 0 0 SHARMANI RASAKULASURIAR MD TREASURER 2.00 X X 2000 0 0 ALVIA SIDDIQI MD BOARD OF TRUSTEE 2.00 X 5000 0 0 TIM BARTHOLOW MD BOARD OF TRUSTEE 2.00 X 3000 0 0 JEFF HOFFMANN DO BOARD OF TRUSTEE 2.00 X 2000 0 0 ALFRED MARTIN II MD BOARD OF TRUSTEE 2.00 X 2000 0 0 PAUL REBER DO BOARD OF TRUSTEE 2.00 X 2000 0 0 ALEJANDRO APARICIO MD BOARD OF TRUSTEE 2.00 X 2000 0 0 28750 322989 9777 0 0 1 0 0 117242 117242 OTHER PROGRAMS 900099 275438 275438 QUALITY IMPROVEMENT 900099 106631 106631 ACTRIMS 900099 58475 58475 440544 55851 55851 810683 767189 43494 43494 43494 MISCELLANEOUS 900099 500 500 500 657631 441044 0 99345 87000 87000 251109 186357 64752 266082 229564 36518 5138 5138 17456 17456 35416 35416 2059 2030 29 7186 2321 4865 16746 16746 51500 51500 1032 1032 4186 3760 426 52322 47010 5312 14920 12232 2688 26460 25279 1181 61782 61782 1862 1534 328 7057 5815 1242 ACCREDITATION FEES 22641 18655 3986 PAYROLL EXPENSES 6150 6150 PROCESSING FEES 4958 4958 OTHER EXPENSES 3853 267 3586 4292 2894 1398 951207 824896 126311 0 15643 7296 2537 2646 35540 25500 15363 9500 15177 13648 3391 1529 1375466 999247 689581 792242 2137521 1837960 80383 62755 35000 724000 552000 804383 649755 X 966361 730755 366777 457450 1333138 1188205 2137521 1837960 -293576 148643 0 X 0 1 X 1 0 X 1009318 789307 797511 292945 117242 3006323 342093 298065 380611 412391 440544 1873704 1351411 1087372 1178122 705336 557786 4880027 0 162409 150196 207630 252259 306425 1078919 162409 150196 207630 252259 306425 1078919 3801108 50943 39786 41510 46918 55851 235008 50943 39786 41510 46918 55851 235008 474 2545 570 1199 500 5288 1402828 1129703 1220202 753453 614137 5120323 0.74240 0.83510 0.04590 0.03600 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 474. 2020 AMOUNT: $ 2,545. 2021 AMOUNT: $ 570. 2022 AMOUNT: $ 1,199. 2023 AMOUNT: $ 500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 423950 14 37124 3638 457450 503689 -75929 3810 423950 471795 36035 4141 503689 435865 16 39569 3655 471795 366776 72402 3313 435865 1.00000 1 0 15177 13648 1529 1529 ISHARES CORE MSCI EAFE ETF 208377 F VANGUARD TOTAL STOCK MARKET ETF 320247 F STABLE FDIC CUSTORY FUND 263618 F 792242 X 789528 148643 -16746 131897 657631 0 657631 934461 0 934461 16746 16746 951207 PART X, LINE 2: IPMA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IPMA'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. WITH FEW EXCEPTIONS, IPMA IS NO LONGER SUBJECT TO SUCH EXAMINATIONS FOR TAX YEARS BEFORE 2020. IPMA HAS ADOPTED THE ACCOUNTING GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. IPMA FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO IPMA'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS -16,746. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ON FINANCIAL STATEMENTS 16,746. 1 ACTRIMS 1818 PARMENTER ST SUITE 300 MIDDLETON WI 53562 264496795 85000 0 EDUCATIONAL SUPPORT 1 PART I, LINE 2: IPMA IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH ACCME GUIDELINES ON COMMERCIAL SUPPORT, AND WE ENSURE THAT ALL FUNDS ARE ALLOCATED AND USED FOR APPROPRIATE EDUCATIONAL EXPENSES. WE MONITOR THE ACTRIMS BUDGET AND ACTUAL EXPENSES TO MAKE SURE FUNDS ARE UTILIZED AS INTENDED FOR THE PURPOSES OF THE EDUCATIONAL GRANT. X X X 0 0 0 0 0 0 0 0 0 DEBRA LEVINTHAL EXECUTIVE DIRECTOR 0 180350 0 10500 0 11058 0 8066 0 1136 0 211110 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY IS SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS DONE THROUGH THE ANNUAL DISCLOSURE REQUIREMENT OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 REVIEWED ANNUALLY BY THE BOARD BASED ON COMPARABLE SALARY DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.