INDIANA STATE MEDICAL ASSOCIATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA STATE MEDICAL ASSOCIATION (EIN 35-0411650)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-04
- IRS object ID
- 202012489349301146
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-04T15:29:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351489521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWALT CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5342 W VERMONT STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350411650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA STATE MEDICAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3172612060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 CANAL WALK | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462023268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE D REED | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 3172612060 | PhoneNum |
| Signature | 2020-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA MEKO CPA | PreparerPersonNm |
| PTIN | P01062615 | PTIN |
| Phone | 3172412999 | PhoneNum |
| Preparation | 2020-08-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.222.35.158 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-07 | IPDt |
| IP Tm | 11:05:30 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 69FDE0FCA6B6959D707F5308BCB93833B6F76445 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE D REED | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 CANAL WALK | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462023268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,027,479 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ISMANET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1849 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | PHYSICIAN ORG IN INDIANA, ADVOCATING FOR THE WELL-BEING OF DOCTORS AND THEIR PATIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $286,420 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,758,004 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,168,897 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $219,487 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $220,162 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,181,468 | PYInvestmentIncomeAmt |
| CY Investment Income | $676,128 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,420,505 | PYOtherRevenueAmt |
| CY Other Revenue | $1,550,028 | CYOtherRevenueAmt |
| PY Total Revenue | $5,579,464 | PYTotalRevenueAmt |
| CY Total Revenue | $4,615,215 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,023,572 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,524 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,428,084 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,641,577 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,471,643 | PYOtherExpensesAmt |
| CY Other Expenses | $1,422,056 | CYOtherExpensesAmt |
| PY Total Expenses | $4,923,299 | PYTotalExpensesAmt |
| CY Total Expenses | $4,087,157 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $656,165 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $528,058 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,231,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,810,835 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,422,014 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,975,955 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,809,190 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,834,880 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE INDIANA STATE MEDICAL ASSOCIATION EXISTS TO MAXIMIZE THE LEADERSHIP AND IMPACT OF PHYSICIANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE ASSOCIATION CONDUCTS BUSINESS FOR THE PURPOSE OF IMPROVING THE KNOWLEDGE AND STANDARDS OF MEDICAL MATTERS IN INDIANA. ALL ACTIVITIES ARE CARRIED ON TO ACCOMPLISH THE OBJECTIVES OF THE ASSOCIATION. THIS IS DONE THROUGH SEMINARS AND PUBLICATIONS WHICH EXTEND MEMBERS' MEDICAL KNOWLEDGE AND ELEVATE STANDARDS OF MEDICAL EDUCATION, FIELD SERVICES WHICH KEEP MEMBERS ABREAST OF NEW DEVELOPMENTS IN AN EVER-CHANGING ENVIRONMENT, AND LEGISLATIVE SERVICES WHICH HELP MEMBERS PARTICIPATE IN GOVERNMENT TO HELP DERIVE THE BEST HEALTH CARE SYSTEM FOR THE COMMUNITY, AND PROVIDE BENEFITS TO MEMBERS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK INGOLD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3172612060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 CANAL WALK | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462023268 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STACIE WENK DO | |||||||
| IMMEDIATE PAST PRESIDENT | 6.00 | Yes (X) | Yes (X) | $44,307 | $0 | $0 | |
| LISA HATCHER MD | |||||||
| PRESIDENT | 20.00 | Yes (X) | Yes (X) | $12,812 | $0 | $0 | |
| J ELIZABETH STRUBLE MD | |||||||
| CHAIR BOARD OF TRUSTEES | 12.00 | Yes (X) | $4,271 | $0 | $0 | ||
| ANN PATTERSON MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHALIN ARNETT DO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN BORGENHEIMER MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIPUL BRAHMBHATT MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUPESH SHAH DO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALI BALOG MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTO DARROCA MD | |||||||
| PRESIDENT-ELECT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PARDEEP KUMAR MD | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN ELLIS MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DIAZ MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ORMAN MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM POND MD | |||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RYAN SINGERMAN DO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERESA LOVINS MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUES DAOUD MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA WAGNER DO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SVETLANA HAGAN MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SCOTT MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY CHERNOBY MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELSEY QUIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER CHOI MD | |||||||
| VICE SPEAKER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE REED | |||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | Yes (X) | $317,678 | $0 | $79,176 | ||
| ANDREW TROBRIDGE MD | |||||||
| SPEAKER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHELSEA KURTH | |||||||
| GENERAL COUNSEL | 50.00 | $133,883 | $0 | $17,076 | Yes (X) | ||
| MARK INGOLD | |||||||
| VICE PRESIDENT OF FINANCE | 50.00 | $121,245 | $0 | $33,549 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $634,196 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $129,801 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CANAL SQUARE LIMITED PARTNERSHIP | |||||
| 359 NORTH WEST STREET | INDIANAPOLIS | IN | 46202 | RENT | $211,244 |
| BARNES & THORNBURG LLP | |||||
| 11 S MERIDIAN ST STE 1313 | INDIANAPOLIS | IN | 46204 | ATTORNEY | $145,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,168,897 | MembershipDuesAmt |
| Total Contributions | $2,168,897 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SEMINAR REVENU | 611430 | $199,067 | $199,067 |
| PUBLICATION REVENUE | 611430 | $21,095 | $21,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $220,162 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $642,805 | TotalRevenueColumnAmt |
| Exclusion | $642,805 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $612,024 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $612,024 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $445,587 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $412,264 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,323 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,323 | TotalRevenueColumnAmt |
| Exclusion | $33,323 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMINISTRATIVE SERVICE | 561000 | $685,734 | $409,314 | $276,420 |
| GRANTS AND SPONSORSHIP | 900099 | $174,207 | $174,207 | |
| ACCREDITATION CME | 611430 | $67,475 | $67,475 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,588 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $588 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,000 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $938,004 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,615,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,483,770 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $286,420 | UnrelatedBusinessRevenueAmt |
| Exclusion | $676,128 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,524 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,068 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496,571 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,958 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,158 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,822 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,845 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,445 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,602 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,863 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,705 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,044 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,324 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,110 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,921 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,722 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,519 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,919 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LICENSES AND FEES | $35,056 |
| REPAIRS AND MAINTENANCE | $21,397 |
| EMPLOYEE TRAINING AND D | $2,306 |
| INCOME TAX EXPENSE | $1,179 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,087,157 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,114,107 | BOYAmt |
| EOY | $906,069 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,169 | BOYAmt |
| EOY | $35,475 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,126 | BOYAmt |
| EOY | $454,246 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,195 | BOYAmt |
| EOY | $134,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $645,047 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $518,469 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,228 | BOYAmt |
| EOY | $126,578 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,204,200 | BOYAmt |
| EOY | $17,860,585 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,179 | BOYAmt |
| EOY | $292,798 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,231,204 | BOYAmt |
| EOY | $19,810,835 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,637 | BOYAmt |
| EOY | $957,430 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,343,759 | BOYAmt |
| EOY | $880,984 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,618 | BOYAmt |
| EOY | $137,541 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,422,014 | BOYAmt |
| EOY | $1,975,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,614,492 | BOYAmt |
| EOY | $17,814,451 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,698 | BOYAmt |
| EOY | $20,429 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,809,190 | BOYAmt |
| EOY | $17,834,880 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,231,204 | BOYAmt |
| EOY | $19,810,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $528,058 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,497,632 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA MEDICAL POLITICAL ACTION COMMITTEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 CANAL WALK | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351485797 | EIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,168,897 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $447,580 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $447,580 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $563,914 | AggregateReportedDuesNtcAmt |
| Taxable | -$116,334 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE INDIANA STATE MEDICAL ASSOCIATION (ISMA) DOES NOT CONTRIBUTE ANY OF ITS FUNDS FOR DIRECT OR INDIRECT POLITICAL CAMPAIGN ACTIVITIES. MEMBERS ARE ALLOWED TO MAKE CONTRIBUTIONS TO THE INDIANA MEDICAL POLITICAL ACTION COMMITTEE (IMPAC), A SEPERATELY ESTABLISHED ORGANIZATION. THESE FUNDS ARE COLLECTED FROM MEMBERS BY ISMA AND PROMPTLY REMITTED TO THE IMPAC. 2018 WAS THE LAST YEAR THAT ISMA COLLECTED AND REMITTED CONTRIBUTIONS ON BEHALF OF IMPAC. BEGINNING IN 2019, IMPAC IS NOW DIRECTLY COLLECTING ALL OF ITS CONTRIBUTIONS FROM ISMA MEMBERS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $150,033 | OtherCostOrOtherBasisAmt |
| Depreciation | $112,016 | DepreciationAmt |
| Book Value | $38,017 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $495,014 | OtherCostOrOtherBasisAmt |
| Depreciation | $406,453 | DepreciationAmt |
| Book Value | $88,561 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $126,578 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES COLLECTED FOR OTHER ORGANIZATION | Desc |
| Amt | $137,541 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $137,541 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,623,948 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,497,632 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,277,520 | OtherRevenueAmt |
| Revenue Not Reported | $2,775,152 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,848,796 | RevenueSubtotalAmt |
| Other Revenues Not Included | $766,419 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $766,419 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,615,215 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,451,739 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,131,001 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,131,001 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,320,738 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $766,419 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $766,419 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,087,157 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE REPORTED AS EIN 23-7001672 229,325. REVENUE REPORTED AS EIN 35-1731389 1,048,195. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE ELIMINATED IN CONSOLIDATION 756,419. RECLASS GRANT 10,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES REPORTED AS EIN 23-7001672 177,311. EXPENSES REPORTED AS EIN 35-1731389 953,619. OTHER ADJUSTMENT 71. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES ELIMINATED IN CONSOLIDATION 756,419. RECLASS GRANT 10,000. |
| FORM 990, PART XII, LINE 4B | INDIANA STATE MEDICAL ASSOCIATION'S AUDITED FINANCIAL STATEMENTS ARE PRESENTED ON A CONSOLIDATED BASIS. THE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF THE ASSOCIATION AND ITS WHOLLY-OWNED FOR PROFIT SUBSIDIARY, INDIANA STATE MEDICAL ASSOCIATION INSURANCE AGENCY, INC. (ISMAIA), EIN NUMBER 35-1731389 AND CONTROLLED TAX EXEMPT ENTITY INDIANA MEDICAL FOUNDATION, INC. (IMF), EIN 23-7001672. THE PURPOSE OF THE ISMAIA IS TO MARKET INSURANCE PRODUCTS TO PHYSICIANS AND OTHER PROFESSIONAL PERSONS. THE ORGANIZATION'S SCHEDULE D HAS BEEN RECONCILED TO THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA STATE MEDICAL ASSOCIATION ALLIANCE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 CANAL WALK | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 300199265 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $16,620 | CashGrantAmt |
| Purpose Of Grant | OPERATIONAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART IV | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS TO THE ISMA ALLIANCE ARE AUTHORIZED BY A RESOLUTION PASSED BY THE HOUSE OF DELEGATES, IS BASED ON ISMA MEMBERSHIP, AND IS FOR THE PURPOSE OF PROVIDING FINANCIAL SUPPORT FOR THE ALLIANCE ACTIVITIES. THE ALLIANCE PRESENTS PERIODIC REPORTS OF ITS ACTIVITIES TO THE BOARD OF TRUSTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULIE REED | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $277,438 | $0 | $40,000 | $0 | $240 | $0 | $55,763 | $0 | $23,413 | $0 | $396,854 | $0 | $0 | $0 |
| CHELSEA KURTH | ||||||||||||||
| GENERAL COUNSEL | $113,415 | $0 | $20,372 | $0 | $96 | $0 | $16,279 | $0 | $797 | $0 | $150,959 | $0 | $0 | $0 |
| MARK INGOLD | ||||||||||||||
| VICE PRESIDENT OF FINANCE | $115,255 | $0 | $5,750 | $0 | $240 | $0 | $14,521 | $0 | $19,028 | $0 | $154,794 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AS A MEMBERSHIP ORGANIZATION, INDIANA STATE MEDICAL ASSOCIATION IS COMPRISED OF A GROUP OF INDIVIDUALS WHO MEET SPECIFIC QUALIFICATIONS AS A MEMBER INTO ONE OF SEVEN DISTINCT MEMBERSHIP CATEGORIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | WITH THE EXCEPTION OF HONORARY MEMBERS, ALL ISMA PHYSICIAN MEMBERS ARE ELIGIBLE TO VOTE AND HOLD OFFICE AS SPECIFIED IN THE BYLAWS. ISMA IS DIVIDED INTO THIRTEEN (13) REGIONAL DISTRICTS. ALL MEMBERS OF ISMA MAY ATTEND THEIR DISTRICT'S ANNUAL MEETING AND VOTE TO ELECT THE DISTRICT'S TRUSTEE AND ALTERNATE TRUSTEE. THESE DISTRICT TRUSTEES AND ALTERNATES MAKE UP ISMA'S BOARD OF TRUSTEES WHO ARE PART OF THE GOVERNING BODY. WITH THE EXCEPTION OF THE EXECUTIVE VICE PRESIDENT, THE OFFICERS OF THIS ASSOCIATION ARE ELECTED BY A MAJORITY VOTE OF THE HOUSE OF DELEGATES AT ISMA'S ANNUAL MEETING. PERSONS ENTITLED TO VOTE FOR OFFICERS AT THE HOUSE OF DELEGATES ARE: 1) DELEGATES OR THE DESIGNATED ALTERNATES, WHICH ARE SELECTED BY THEIR COUNTY MEDICAL SOCIETIES; 2) TRUSTEES OR THE DESIGNATED ALTERNATES; 3) SPEAKER; 4) VICE SPEAKER; AND 5) PAST PRESIDENTS. PERSONS WHO ARE NOT ENTITLED TO VOTE ARE: 1) PRESIDENT; 2) PRESIDENT-ELECT; 3) EXECUTIVE VICE PRESIDENT; 4) TREASURER; 5) ASSISTANT TREASURER; 6) DELEGATES AND ALTERNATE DELEGATES TO THE AMERICAN MEDICAL ASSOCIATION; AND 7) SECTION DELEGATES OR DESIGNATED ALTERNATE DELEGATES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS COMPLETED BY AN EXTERNAL CERTIFIED PUBLIC ACCOUNTING FIRM. THE FINANCIAL INFORMATION IS REVIEWED INTERNALLY AND TIED BACK TO AUDITED FINANCIAL STATEMENTS TO VERIFY ACCURACY. ALL OTHER INFORMATION IS REVIEWED FOR ACCURACY PRIOR TO SIGNING AND SUBMISSION. THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE EXECUTIVE COMMITTEE FOR REVIEW AND COMMENTS PRIOR TO SIGNING AND SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ISMA ANNUALLY SENDS OUT REQUESTS FOR DISCLOSURES OR UPDATES OF DISCLOSURES OF CONFLICTS OF INTEREST TO ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. IF RESPONSES ARE NOT RECEIVED, ISMA SENDS OUT ADDITIONAL REQUESTS. ONCE THOSE DISCLOSURES ARE RECEIVED, ISMA LEGAL COUNSEL TRACKS ALL RESPONSES AND MONITORS FOR ANY POTENTIAL CONFLICT SITUATION. OTHER ISMA MANAGERS ARE ALSO GENERALLY AWARE OF POTENTIAL CONFLICTS OF OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES AND CAN ALSO ASSIST WITH MONITORING FOR POTENTIAL CONFLICT SITUATIONS DURING MEETINGS AND ACTIVITIES. IF A CONFLICT OR POTENTIAL CONFLICT IS IDENTIFIED, ISMA STAFF WILL REMIND THE PHYSICIAN OF THE CONFLICT OR POTENTIAL CONFLICT IF THE PHYSICIAN DOES NOT DISCLOSE IT OR RECUSE HIMSELF/HERSELF. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE, AND BOARD OF TRUSTEES ALL APPROVE COMPENSATION, WHICH IS DOCUMENTED IN AN EMPLOYMENT CONTRACT, WITH THE ULTIMATE DECISION BASED ON PERFORMANCE, EXPERIENCE, AND OTHER RELATED FACTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART XI, LINE 2C | THE AUDIT COMMITTEE REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| PART VI, SECTION A, LINE 9A | THE INDIANA STATE MEDICAL ASSOCIATION (ISMA) HAS AFFILIATED COUNTY SOCIETIES. ISMA'S CONSTITUTION & BYLAWS ADDRESS THE RELATIONSHIP AND INTERACTIONS WITH THOSE AFFILIATED SOCIETIES. THE ISMA CONSTITUTION & BYLAWS REQUIRE THE AFFILIATED SOCIETIES TO HAVE AND SUBMIT TO ISMA CONSTITUTION & BYLAWS WHICH DO NOT CONFLICT WITH THE ISMA. ADDITIONALLY, THE AFFILIATED SOCIETIES CANNOT ENGAGE IN CONDUCT WHICH VIOLATES ISMA'S CONSTITUTION & BYLAWS. THE ISMA CONSTITUTION & BYLAWS ARE ANNUALLY PROVIDED TO THE AFFILIATED SOCIETIES (AND OTHERS), AND ARE ALSO AVAILABLE UPON REQUEST. ADDITIONALLY, THE AREAS WHICH PRESENT THE MOST POTENTIAL FOR INCONSISTENCY ARE DUES AND MEMBERSHIP. BECAUSE ALL AFFILIATE DUES AND MEMBERSHIP ARE PROCESSED BY ISMA, ANY INCONSISTENCIES WOULD BE IDENTIFIED IMMEDIATELY BY ISMA AND RESOLVED PER ISMA'S CONSTITUTION & BYLAWS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| INDIANA MEDICAL FOUNDATION INC | ||||||||||
| 322 CANAL WALK | INDIANAPOLIS | IN | 46202 | 237001672 | EDUCATION FOR MEDICAL PROFESSIONALS | IN | 501(C)(3) | LINE 7 | INDIANA STATE MEDICAL ASSOCIATION | Yes (1) |
| INDIANA MEDICAL POLITICAL ACTION COMMITTEE | ||||||||||
| 322 CANAL WALK | INDIANAPOLIS | IN | 46202 | 351485797 | IMPROVEMENT OF MEDICAL COMMUNITY THROUGH POLITICAL ACTION | IN | 527 | INDIANA MEDICAL POLITICAL ACTION COMMITTEE | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA STATE MEDICAL ASSOCIATION INSURANCE AGENCY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 CANAL WALK | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351731389 | EIN |
| Primary Activities | INSURANCE AGENCY | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $219,576 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,208,718 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INDIANA STATE MEDICAL ASSOCIATION INSURANCE AGENCY INC | ||
| L | $353,176 | FMV |
| INDIANA STATE MEDICAL ASSOCIATION INSURANCE AGENCY INC | ||
| F | $125,000 | DIVIDENDS PAID |
Comments