Totals
- Total revenue
- $2,420,861
- Total expenses
- $2,821,988
- Contributions and grants received
- $82,350
- Grants paid
- $0
- Program service revenue
- $2,147,826
- Investment income
- -$25,082
- Other revenue
- $215,767
- Total assets, end of year
- $9,185,745
- Total liabilities, end of year
- $2,185,439
- Net assets or fund balances, end of year
- $7,000,306
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1d · Related organizations
$12,000
-
1f · All other contributions, gifts and grants
$70,350
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,018,651 · related or exempt $2,018,651
-
2b · Program service revenue: CONTINUING MEDICAL EDU
total $55,116 · related or exempt $55,116
-
2c · Program service revenue: SHARED SERVICES RECOVE
total $53,340 · related or exempt $53,340
-
2d · Program service revenue: SEMINARS
total $20,719 · related or exempt $20,719
-
3 · Investment income
total $42,279 · excluded $42,279
-
5 · Royalties
total $208,719 · excluded $208,719
-
6a · Gross rents
real property $2,808
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $2,808
-
6d · Net rental income or loss
total $2,808 · excluded $2,808
-
7a · Gross sales of assets other than inventory
securities $202,908
-
7b · Less cost or other basis and sales expenses
securities $225,303 · other assets $44,966
-
7c · Gain or loss
securities -$22,395 · other assets -$44,966
-
7d · Net gain or loss
total -$67,361 · excluded -$67,361
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $4,240 · excluded $4,240
-
11e · Other revenue, total
$4,240
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $551,726
-
7 · Other salaries and wages
total $950,869
-
8 · Pension plan contributions
total $55,582
-
9 · Other employee benefits
total $259,737
-
10 · Payroll taxes
total $163,698
-
11b · Fees: legal
total $63,217
-
11c · Fees: accounting
total $14,599
-
11f · Fees: investment management
total $7,963
-
11g · Fees: other
total $136,036
-
12 · Advertising and promotion
total $10,218
-
13 · Office expenses
total $89,484
-
14 · Information technology
total $202,038
-
16 · Occupancy
total $52,795
-
17 · Travel
total $34,741
-
19 · Conferences, conventions and meetings
total $67,652
-
20 · Interest
total $4,181
-
22 · Depreciation, depletion and amortization
total $22,680
-
23 · Insurance
total $25,861
-
24a · Other expenses: OUTSIDE SERVICES
total $62,362
-
24b · Other expenses: ASSOCIATION DUES
total $30,714
-
24c · Other expenses: CREDIT CARD FEES
total $15,835
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $4,024,174 · end of year $3,852,962
-
4 · Accounts receivable
beginning of year $76,797 · end of year $112,506
-
9 · Prepaid expenses and deferred charges
beginning of year $168,736 · end of year $157,781
-
10a · Land, buildings and equipment: cost or other basis
$445,195
-
10b · Land, buildings and equipment: accumulated depreciation
$400,703
-
10c · Land, buildings and equipment, net
beginning of year $112,139 · end of year $44,492
-
12 · Investments: other securities
beginning of year $4,043,636 · end of year $4,012,113
-
15 · Other assets
beginning of year $1,874,267 · end of year $1,005,891
-
17 · Accounts payable and accrued expenses
beginning of year $269,736 · end of year $222,529
-
19 · Deferred revenue
beginning of year $1,355,505 · end of year $1,044,955
-
23 · Secured mortgages and notes payable
beginning of year $1,393 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $25,055 · end of year $0
-
25 · Other liabilities
beginning of year $882,040 · end of year $917,955
-
27 · Net assets without donor restrictions
beginning of year $7,766,020 · end of year $7,000,306
Mission and programs · 2022
Mission
TO IMPROVE THE HEALTH OF THE PEOPLE OF WISCONSIN BY SUPPORTING AND STRENGTHENING PHYSICIANS' ABILITY TO PRACTICE HIGH QUALITY PATIENT CARE IN A CHANGING ENVIRONMENT.
-
THE MEMBERSHIP PROGRAM IS THE FOUNDATION OF THE SOCIETY. IT ENCOMPASSES THE GOVERNANCE OF THE SOCIETY THROUGH THE BOARD OF DIRECTORS AND CONVENING THE ANNUAL MEETING OF THE MEMBERS. POLICY DEBATE AND FORMULATION WILL CONVERT TO ONLINE FORUMS TO MAKE THE PROCESS MORE INCLUSIVE TO ALL MEMBERS. THE SOCIETY OFFERS EDUCATION PROGRAMS WHICH INCLUDE MEDICAL EDUCATION CREDITS. THE SOCIETY PRESENTS TIMELY AND RELEVANT EDUCATIONAL OPPORTUNITIES THROUGH RECURRING EVENTS SUCH AS LEADERSHIP TRAINING COLLABORATIONS AND THE CMO LEADERSHIP SUMMIT. THE SOCIETY WORKS IN STRONG ALLIANCE WITH ITS COUNTY MEDICAL SOCIETIES AND MAINTAINS AN ACTIVE PRESENCE IN THE AMERICAN MEDICAL ASSOCIATION.
-
ADVOCACY IS A MAJOR PRESENCE FOR THE SOCIETY. THE SOCIETY HAS A STRONG VOICE AT THE STATE CAPITOL AND PARTICIPATES WITH THE AMERICAN MEDICAL ASSOCIATION AND OTHER NATIONAL ASSOCIATIONS WHEN APPROPRIATE AT THE FEDERAL LEVEL. STAFF MEMBERS FACILITATE BOTH IN-PERSON AND VIRTUAL FORUMS TO LISTEN TO THE DOCTORS' CONCERNS. THE SOCIETY ALSO MOBILIZES DOCTOR LEADERSHIP TO VISIT THE WISCONSIN STATE CAPITAL VIA ITS PARTICIPATION AND SUPPORT OF DOCTOR DAY ANNUALLY. A POLITICAL ACTION COMMITTEE AND CONDUIT ARE MAINTAINED TO OFFER SUPPORT TO LEGISLATIVE CAMPAIGNS TO HELP FIGHT FOR THE SOCIETY'S CONCERNS.
-
STRATEGIC INITIATIVES ADDRESS CURRENT CRITICAL CONCERNS OF OUR MEMBERSHIP IN AREAS OF PHYSICIAN WELLNESS AND HEALTH, EMERGING PHYSICIAN LEADERSHIP TRAINING, AND HEALTH LITERACY AND MENTAL HEALTH INIATITIVES. IN ADDITION, THE CONTINUATION OF THE ANNUAL CMO SUMMIT BRINGS TOGETHER HEALTHCARE DECISION MAKERS TO TALK ABOUT THE CHALLENGES AND ADVANCED CARE PLANNING INITIATIVE CONTINUES TO PROTECT PATIENTS IN THEIR TIME OF NEED. THE EMPHASIS FOR THESE INITIATIVES IS TO CREATE VALUE FOR THE MEMBERS.
As filed on the 2022 return.
Listed in Part VII
-
Clyde M ChumbleyCLYDE M CHUMBLEY
PAST CEO (THRU 6/2022)
- Total calculated
- $147,212
- From this org
- $133,758
- From related orgs
- $0
- Other
- $13,454
- Hours/week
- 39 + 1 related
-
Michael FlesherMICHAEL FLESHER
CEO (AS OF 6/2022)
- Total calculated
- $224,702
- From this org
- $206,455
- From related orgs
- $0
- Other
- $18,247
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $206,455
- Bonus
- $0
- Other
- $0
- Deferred
- $5,379
- Nontaxable benefits
- $12,868
- Filer's total
- $224,702
-
Alicia C Arnold MDALICIA C ARNOLD MD
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Erik Gunderson MDERIK GUNDERSON MD
PAST PRESIDENT (THRU 4/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Wendy Molaska MDWENDY MOLASKA MD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Don Lee MDDON LEE MD
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Jerry L Halverson MDJERRY L HALVERSON MD
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 10
-
Paul A Larson MD FacrPAUL A LARSON MD FACR
VICE CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
John CookJOHN COOK
TREASURER
- Total calculated
- $15,000
- From this org
- $15,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Aditya Sukhwal MDADITYA SUKHWAL MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Alyssa FlesichmanALYSSA FLESICHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amy Doherty MDAMY DOHERTY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Analise Hannaman MDANALISE HANNAMAN MD
DIRECTOR (THRU 4/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Andrew Calvin MDANDREW CALVIN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andrew HuangANDREW HUANG
DIRECTOR (THRU 4/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Anthony A Otters MDANTHONY A OTTERS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Bipin Thapa MDBIPIN THAPA MD
DIRECTOR (THRU 4/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Bradley Burmeister MDBRADLEY BURMEISTER MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Bret Pasiuk MDBRET PASIUK MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Charles Rainey MDCHARLES RAINEY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cindy Hart MDCINDY HART MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Donn Dexter MDDONN DEXTER MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Douglas Reding MDDOUGLAS REDING MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Erica Larson MDERICA LARSON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gurdesh S Bedi MDGURDESH S BEDI MD
DIRECTOR (THRU 4/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer Zeman MDJENNIFER ZEMAN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
John Hartman MDJOHN HARTMAN MD
DIRECTOR (THRU 4/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Kenneth Klein MDKENNETH KLEIN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kenneth Pechman MDKENNETH PECHMAN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Keshni Ramnanan MDKESHNI RAMNANAN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kieran McAvoy MDKIERAN MCAVOY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kyle CassKYLE CASS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Larry Gordon MDLARRY GORDON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Laurel Bessey MDLAUREL BESSEY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Laurie Gesell MDLAURIE GESELL MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Martha Binn MDMARTHA BINN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael McNamaraMICHAEL MCNAMARA
DIRECTOR (THRU 4/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Michael White MDMICHAEL WHITE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michelle L Graham MDMICHELLE L GRAHAM MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Paul Yeung MDPAUL YEUNG MD
DIRECTOR (THRU 4/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Roanne Osborne MDROANNE OSBORNE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert Sedlaek MDROBERT SEDLAEK MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robyn Borge MDROBYN BORGE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Thomas Joles McTHOMAS JOLES MC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tosha Wetterneck MDTOSHA WETTERNECK MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tracy McCall MDTRACY MCCALL MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
William H Johnston III MDWILLIAM H JOHNSTON III MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
William Wessels MDWILLIAM WESSELS MD
DIRECTOR (THRU 4/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Charles Shabino MDCHARLES SHABINO MD
DIRECTOR-EXOFFICIO
- Total calculated
- $0
- Hours/week
- 2
-
David Hoffmann MDDAVID HOFFMANN MD
DIRECTOR-EXOFFICIO
- Total calculated
- $0
- Hours/week
- 2
-
Deborah MuresanDEBORAH MURESAN
PAST CAO (THRU 6/2022)
- Total calculated
- $83,950
- From this org
- $74,053
- From related orgs
- $0
- Other
- $9,897
- Hours/week
- 40
-
Kristopher RougKRISTOPHER ROUG
CONTROLLER (AS OF 6/2022)
- Total calculated
- $80,862
- From this org
- $73,118
- From related orgs
- $0
- Other
- $7,744
- Hours/week
- 40
-
Mark GrapentineMARK GRAPENTINE
CHIEF ADVOCACY OFFICER
- Total calculated
- $224,545
- From this org
- $196,537
- From related orgs
- $0
- Other
- $28,008
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,537
- Bonus
- $0
- Other
- $0
- Deferred
- $6,010
- Nontaxable benefits
- $21,998
- Filer's total
- $224,545
-
James LorenceJAMES LORENCE
CHIEF VALUE AND ENGAGEMENT
- Total calculated
- $198,724
- From this org
- $171,242
- From related orgs
- $0
- Other
- $27,482
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,242
- Bonus
- $0
- Other
- $0
- Deferred
- $5,299
- Nontaxable benefits
- $22,183
- Filer's total
- $198,724
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 · Compensation committee
- 3 · Form 990 of other organizations
- 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
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
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
WISCONSIN MEDICAL SOCIETY FOUNDATION INC
501(C)(3) · TO SUPPORT CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES & PROJECTS · WI · controlled entity
Directly controlled by WISCONSIN MEDICAL SOCIETY INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
WISCONSIN MEDICAL SOCIETY HOLDINGS CORPORATION
C · SERVICE ORGANIZATION · WI · 100% owned · share of income -$368,789 · share of assets $4,321,392 · controlled entity
Directly controlled by WISCONSIN MEDICAL SOCIETY INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323179349310662
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