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Nonprofiteer
← INTERSTATE POSTGRADUATE MEDICAL ASSOCIATION OF NORTH AMERICA

Form 990 for tax year 2023

Filed by INTERSTATE POSTGRADUATE MEDICAL ASSOCIATION OF NORTH AMERICA.

Totals

Total revenue
$657,631
Total expenses
$951,207
Contributions and grants received
$117,242
Grants paid
$87,000
Program service revenue
$440,544
Investment income
$99,345
Other revenue
$500
Total assets, end of year
$1,837,960
Total liabilities, end of year
$649,755
Net assets or fund balances, end of year
$1,188,205
Program services expenses (Part IX)
$824,896
Management and general expenses
$126,311
Fundraising expenses
$0
Program service expenses (Part III)
$824,896

Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $117,242

  • 2a · Program service revenue: OTHER PROGRAMS

    total $275,438 · related or exempt $275,438

  • 2b · Program service revenue: QUALITY IMPROVEMENT

    total $106,631 · related or exempt $106,631

  • 2c · Program service revenue: ACTRIMS

    total $58,475 · related or exempt $58,475

  • 3 · Investment income

    total $55,851 · excluded $55,851

  • 7a · Gross sales of assets other than inventory

    securities $810,683

  • 7b · Less cost or other basis and sales expenses

    securities $767,189

  • 7c · Gain or loss

    securities $43,494

  • 7d · Net gain or loss

    total $43,494 · excluded $43,494

  • 11a · Other revenue: MISCELLANEOUS

    total $500 · related or exempt $500

  • 11e · Other revenue, total

    $500

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $87,000 · program services $87,000

  • 5 · Compensation of officers, directors and key employees

    total $251,109 · program services $186,357 · management and general $64,752

  • 7 · Other salaries and wages

    total $266,082 · program services $229,564 · management and general $36,518

  • 8 · Pension plan contributions

    total $5,138 · program services $5,138

  • 9 · Other employee benefits

    total $17,456 · program services $17,456

  • 10 · Payroll taxes

    total $35,416 · program services $35,416

  • 11b · Fees: legal

    total $2,059 · program services $2,030 · management and general $29

  • 11c · Fees: accounting

    total $7,186 · program services $2,321 · management and general $4,865

  • 11f · Fees: investment management

    total $16,746 · program services $16,746

  • 11g · Fees: other

    total $51,500 · program services $51,500

  • 12 · Advertising and promotion

    total $1,032 · program services $1,032

  • 13 · Office expenses

    total $4,186 · program services $3,760 · management and general $426

  • 14 · Information technology

    total $52,322 · program services $47,010 · management and general $5,312

  • 17 · Travel

    total $14,920 · program services $12,232 · management and general $2,688

  • 19 · Conferences, conventions and meetings

    total $26,460 · program services $25,279 · management and general $1,181

  • 20 · Interest

    total $61,782 · program services $61,782

  • 22 · Depreciation, depletion and amortization

    total $1,862 · program services $1,534 · management and general $328

  • 23 · Insurance

    total $7,057 · program services $5,815 · management and general $1,242

  • 24a · Other expenses: ACCREDITATION FEES

    total $22,641 · program services $18,655 · management and general $3,986

  • 24b · Other expenses: PAYROLL EXPENSES

    total $6,150 · program services $6,150

  • 24c · Other expenses: PROCESSING FEES

    total $4,958 · program services $4,958

  • 24d · Other expenses: OTHER EXPENSES

    total $3,853 · program services $267 · management and general $3,586

  • 24e · All other expenses

    total $4,292 · program services $2,894 · management and general $1,398

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,643 · end of year $7,296

  • 2 · Savings and temporary cash investments

    beginning of year $2,537 · end of year $2,646

  • 4 · Accounts receivable

    beginning of year $35,540 · end of year $25,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,363 · end of year $9,500

  • 10a · Land, buildings and equipment: cost or other basis

    $15,177

  • 10b · Land, buildings and equipment: accumulated depreciation

    $13,648

  • 10c · Land, buildings and equipment, net

    beginning of year $3,391 · end of year $1,529

  • 11 · Investments: publicly traded securities

    beginning of year $1,375,466 · end of year $999,247

  • 12 · Investments: other securities

    beginning of year $689,581 · end of year $792,242

  • 17 · Accounts payable and accrued expenses

    beginning of year $80,383 · end of year $62,755

  • 18 · Grants payable

    end of year $35,000

  • 23 · Secured mortgages and notes payable

    beginning of year $724,000 · end of year $552,000

  • 27 · Net assets without donor restrictions

    beginning of year $966,361 · end of year $730,755

  • 28 · Net assets with donor restrictions

    beginning of year $366,777 · end of year $457,450

Mission and programs · 2023

Mission

IPMA WILL ADVANCE LIFELONG LEARNING TO IMPROVE HEALTHCARE.

Activities or mission (Part I)

TO PROVIDE MEDICAL EDUCATION AND QUALITY IMPROVEMENT FOR MEMBERS.

  • GRANT PROJECTS AND ACCREDITATION: ADMINISTER RESEARCH PROJECTSAND PROVIDE ACCREDITATION SERVICES FOR CONTINUING EDUCATION PURPOSE.

    Expenses $497,770 · Grants $2,000 · Revenue $382,569

  • 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.

    Expenses $103,016 · Grants $85,000 · Revenue $58,475

  • 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.

    Expenses $224,110

As filed on the 2023 return.

Listed in Part VII

  • Debra Levinthal

    EXECUTIVE DIRECTOR

    Total calculated
    $211,110
    From this org
    $0
    From related orgs
    $201,908
    Other
    $9,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $180,350 related
    Bonus
    $0 + $10,500 related
    Other
    $0 + $11,058 related
    Deferred
    $0 + $8,066 related
    Nontaxable benefits
    $0 + $1,136 related
    Filer's total
    $0 + $211,110 related

  • Michelle Taylor

    DIRECTOR OF LEARNING AND E

    Total calculated
    $121,656
    From this org
    $0
    From related orgs
    $121,081
    Other
    $575
    Hours/week
    40

  • Doug Martin MD

    CHAIR

    Total calculated
    $8,500
    From this org
    $8,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Brent Meier MD

    VICE CHAIR

    Total calculated
    $2,250
    From this org
    $2,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Sharmani Rasakulasuriar MD

    TREASURER

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Alvia Siddiqi MD

    BOARD OF TRUSTEE

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Tim Bartholow MD

    BOARD OF TRUSTEE

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Jeff Hoffmann Do

    BOARD OF TRUSTEE

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Alfred Martin II MD

    BOARD OF TRUSTEE

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Paul Reber Do

    BOARD OF TRUSTEE

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Alejandro Aparicio MD

    BOARD OF TRUSTEE

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413189349300946

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