INDIANA STATE MEDICAL ASSOCIATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: INDIANA STATE MEDICAL ASSOCIATION (EIN 35-0411650)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-08-21
IRS object ID: 201902339349301300
Schema version: 2018v3.1
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
Form 990
Schedule C
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-08-21T15:44:51-05:00	ReturnTs
Tax Period End	2018-12-31	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	2018-01-01	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	2019-08-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANITA W SHERMAN CPA	PreparerPersonNm
PTIN	P01395184	PTIN
Phone	3172412999	PhoneNum
Preparation	2019-08-13	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	75.149.79.53	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-08-13	IPDt
IP Tm	14:57:52	IPTm
IP Timezone	US	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	3E5012E62A6315800EC95514F8D2FD196A43967B	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	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	$7,708,827	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	19	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	28	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$383,653	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$35,418	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,810,271	PYContributionsGrantsAmt
CY Contributions Grants	$1,758,004	CYContributionsGrantsAmt
PY Program Service Revenue	$232,606	PYProgramServiceRevenueAmt
CY Program Service Revenue	$219,487	CYProgramServiceRevenueAmt
PY Investment Income	$403,059	PYInvestmentIncomeAmt
CY Investment Income	$2,181,468	CYInvestmentIncomeAmt
PY Other Revenue	$1,215,707	PYOtherRevenueAmt
CY Other Revenue	$1,420,505	CYOtherRevenueAmt
PY Total Revenue	$3,661,643	PYTotalRevenueAmt
CY Total Revenue	$5,579,464	CYTotalRevenueAmt
PY Grants And Similar Paid	$57,839	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,023,572	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,408,998	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,428,084	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,155,847	PYOtherExpensesAmt
CY Other Expenses	$1,471,643	CYOtherExpensesAmt
PY Total Expenses	$3,622,684	PYTotalExpensesAmt
CY Total Expenses	$4,923,299	CYTotalExpensesAmt
PY Revenues Less Expenses	$38,959	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$656,165	CYRevenuesLessExpensesAmt
Total Assets BOY	$20,290,555	TotalAssetsBOYAmt
Total Assets EOY	$19,231,204	TotalAssetsEOYAmt
Total Liabilities BOY	$2,937,607	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,422,014	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$17,352,948	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$15,809,190	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	25	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	28	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	19	GoverningBodyVotingMembersCnt
Independent Voting Member	15	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 (25 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
JOHN MCGOFF MD
IMMEDIATE PAST PRESIDENT	6.00	Yes (X)	Yes (X)	$41,828	$0	$0
STACIE WENK DO
PRESIDENT	20.00	Yes (X)	Yes (X)	$26,492	$0	$0
LISA HATCHER MD
PRESIDENT-ELECT	6.00	Yes (X)	Yes (X)	$8,367	$0	$0
ALEXANDER CHOI MD
ASSISTANT TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
J ELIZABETH STRUBLE MD
CHAIR BOARD OF TRUSTEES	12.00	Yes (X)		$1,395	$0	$0
ANN PATTERSON MD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SHALIN ARNETT DO
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DAVID RAU MD
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
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
SEMYON FAYNBOYM MD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DOUG MORRELL MD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CHRISTOPHER AREEPHANTHU MD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MICHAEL KELLER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
THOMAS WHITEMAN MD
FORMER PAST PRESIDENT	1.00	Yes (X)	Yes (X)	$3,500	$0	$0
JULIE REED
EXECUTIVE VICE PRESIDENT	50.00		Yes (X)	$318,761	$0	$74,222
ROBERTO DARROCA MD
SPEAKER	1.00		Yes (X)	$0	$0	$0
ANDREW TROBRIDGE MD
VICE SPEAKER	1.00		Yes (X)	$0	$0	$0
MARK INGOLD
VICE PRESIDENT OF FINANCE	50.00			$105,726	$0	$25,116	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$506,069	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$99,338	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	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	$209,889
BARNES & THORNBURG LLP
11 S MERIDIAN ST STE 1313	INDIANAPOLIS	IN	46204	ATTORNEY	$111,865

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Membership Dues	$1,758,004	MembershipDuesAmt
Total Contributions	$1,758,004	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM SEMINAR REVENUE	611430	$198,215	$198,215
PUBLICATION REVENUE	611430	$21,272	$21,272

Field	Value	IRS element (for citing)
Total Program Service Revenue	$219,487	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$856,426	TotalRevenueColumnAmt
Exclusion	$856,426	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$546,191	TotalRevenueColumnAmt
Related Or Exempt Func Income	$546,191	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,454,405	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,129,363	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,325,042	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,325,042	TotalRevenueColumnAmt
Exclusion	$1,325,042	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
ADMINISTRATIVE SERVICES	561000	$694,165	$319,862	$374,303
GRANTS AND SPONSORSHIPS	900099	$99,213	$99,213
ACCREDITATION CME	611430	$70,800	$70,800

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,136	TotalRevenueColumnAmt
Related Or Exempt Func Income	$786	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$9,350	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$874,314	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,579,464	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,256,339	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$383,653	UnrelatedBusinessRevenueAmt
Exclusion	$2,181,468	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,020,572	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	$396,842	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,362,614	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$157,939	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$383,881	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$126,808	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$212,811	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$39,035	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$17,500	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$47,406	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$175,728	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$500	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$202,400	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$78,391	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$239,788	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$139,050	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$159,290	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$49,021	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$26,653	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
LICENSES AND FEES	$41,941
REPAIRS AND MAINTENANCE	$16,877
INCOME TAX EXPENSE	$12,110
EMPLOYEE TRAINING AND D	$8,342

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,800	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,923,299	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$553,563	BOYAmt
EOY	$1,114,107	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$995,454	BOYAmt
EOY	$1,303,169	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$155,954	BOYAmt
EOY	$181,126	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$157,020	BOYAmt
EOY	$110,195	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$688,834	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$542,606	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$160,083	BOYAmt
EOY	$146,228	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$17,585,033	BOYAmt
EOY	$16,204,200	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	$682,448	BOYAmt
EOY	$171,179	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$20,290,555	BOYAmt
EOY	$19,231,204	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$775,569	BOYAmt
EOY	$756,637	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,879,826	BOYAmt
EOY	$2,343,759	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$282,212	BOYAmt
EOY	$321,618	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,937,607	BOYAmt
EOY	$3,422,014	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,324,606	BOYAmt
EOY	$15,614,492	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$28,342	BOYAmt
EOY	$194,698	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$17,352,948	BOYAmt
EOY	$15,809,190	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$20,290,555	BOYAmt
EOY	$19,231,204	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$656,165	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,199,923	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
Contributions Rcvd Dlvr	$11,150	ContributionsRcvdDlvrAmt

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	$1,758,004	DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY	$386,105	NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot	$386,105	NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc	$421,921	AggregateReportedDuesNtcAmt
Taxable	-$35,816	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	$99,174	DepreciationAmt
Book Value	$50,859	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$538,801	OtherCostOrOtherBasisAmt
Depreciation	$443,432	DepreciationAmt
Book Value	$95,369	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$146,228	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUES COLLECTED FOR OTHER ORGANIZATION	Desc
Amt	$321,618	Amt

Field	Value	IRS element (for citing)
Total Liability	$321,618	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$4,502,738	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,199,923	NetUnrealizedGainsInvstAmt
Other Revenue	$1,703,059	OtherRevenueAmt
Revenue Not Reported	-$496,864	RevenueNotReportedAmt
Revenue Subtotal	$4,999,602	RevenueSubtotalAmt
Other Revenues Not Included	$579,862	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$579,862	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$5,579,464	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$5,470,743	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$877,305	OtherExpensesIncludedAmt
Expenses Not Reported	$877,305	ExpensesNotReportedAmt
Expenses Subtotal	$4,593,438	ExpensesSubtotalAmt
Other Expenses Not Included	$329,861	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$329,861	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,923,299	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:	REVENUE REPORTED AS EIN 23-7001672 389,300. REVENUE REPORTED AS EIN 35-1731389 1,313,759.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	REVENUE ELIMINATED IN CONSOLIDATION 579,862.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	EXPENSES REPORTED AS EIN 23-7001672 166,207. EXPENSES REPORTED AS EIN 35-1731389 711,028. OTHER ADJUSTMENT 70.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	EXPENSES ELIMINATED IN CONSOLIDATION 329,861.
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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
INDIANA STATE MEDICAL ASSOCIATION ALLIANCE INC
322 CANAL WALK	INDIANAPOLIS	IN	46202	300199265	501(C)(3)	$21,072	OPERATIONAL SUPPORT
INDIANA UNIVERSITY SCHOOL OF MEDICINE CO TRUSTEES OF INDIANA UNIVERSITY
PO BOX 66271	INDIANAPOLIS	IN	462666271	356001673	501(C)(3)	$500,000	MEDICAL STUDENT ENDOWED SCHOLARSHIP FUND
THE HAHN FOUNDATION
500 N MERIDIAN ST STE 250	INDIANAPOLIS	IN	46204	356020062	501(C)(3)	$25,000	OPERATIONAL SUPPORT TO THE ALLIANCE FOR A HEALTHIER INDIANA IN ITS EFFORTS TO RAISE AWARENESS OF INDIANA'S POOR HEALTH RANKINGS AND GROW GRASSROOTS SUPPORT FOR A HEALTHIER STATE.
MARIAN UNIVERSITY - COLLEGE OF OSTEOPATHIC MEDICINE
3200 COLD SPRING RD	INDIANAPOLIS	IN	46222	350868175	501(C)(3)	$473,500	MEDICAL STUDENT ENDOWED SCHOLARSHIP FUND

Field	Value	IRS element (for citing)
Total501c3 Org	4	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. CONTRIBUTIONS TO THE IU SCHOOL OF MEDICINE AND THE MARIAN COLLEGE OF OSTEOPATHIC MEDICNE WERE AUTHORIZED BY A RESOLUTION PASSED BY THE HOUSE OF DELEGATES, AND ARE FOR THE PURPOSE OF ESTABLISHING ENDOWED MEDICAL STUDENT SCHOLARSHIP FUNDS AT EACH INSTITUTION.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
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

Field	Value	IRS element (for citing)
Person	JULIE REED	PersonNm
Title	EXECUTIVE VICE PRESIDENT	TitleTxt
Base Compensation Filing Org	$263,549	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$30,000	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$25,212	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$55,625	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$18,597	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$392,983	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

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 AND DISTRICT MEDICAL 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	$735,131	ShareOfTotalIncomeAmt
Share Of EOY Assets	$852,378	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	$166,583	FMV
INDIANA STATE MEDICAL ASSOCIATION INSURANCE AGENCY INC
F	$250,000	DIVIDENDS PAID