Totals
- Total revenue
- $2,924,812
- Total expenses
- $3,096,773
- Contributions and grants received
- $258,918
- Grants paid
- $63,000
- Program service revenue
- $2,282,372
- Investment income
- $160,039
- Other revenue
- $223,483
- Total assets, end of year
- $11,019,870
- Total liabilities, end of year
- $3,026,552
- Net assets or fund balances, end of year
- $7,993,318
- 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.
-
1e · Government grants (contributions)
$54,741
-
1f · All other contributions, gifts and grants
$204,177
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,126,860 · related or exempt $2,126,860
-
2b · Program service revenue: SHARED SERVICES RECOVERED
total $53,340 · related or exempt $53,340
-
2c · Program service revenue: CONTINUING MEDICAL EDUCATION
total $51,146 · related or exempt $51,146
-
2d · Program service revenue: SEMINARS
total $51,026 · related or exempt $51,026
-
3 · Investment income
total $161,503 · excluded $161,503
-
5 · Royalties
total $218,220 · excluded $218,220
-
6a · Gross rents
real property $3,900
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $3,900
-
6d · Net rental income or loss
total $3,900 · excluded $3,900
-
7a · Gross sales of assets other than inventory
securities $1,000,000
-
7b · Less cost or other basis and sales expenses
securities $1,001,464
-
7c · Gain or loss
securities -$1,464
-
7d · Net gain or loss
total -$1,464 · excluded -$1,464
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $1,363 · excluded $1,363
-
11e · Other revenue, total
$1,363
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $33,500
-
2 · Grants to domestic individuals
total $29,500
-
5 · Compensation of officers, directors and key employees
total $573,757
-
7 · Other salaries and wages
total $1,074,993
-
8 · Pension plan contributions
total $58,387
-
9 · Other employee benefits
total $226,849
-
10 · Payroll taxes
total $165,127
-
11b · Fees: legal
total $14,966
-
11c · Fees: accounting
total $39,310
-
11d · Fees: lobbying
total $121,336
-
11f · Fees: investment management
total $17,768
-
11g · Fees: other
total $29,325
-
12 · Advertising and promotion
total $17,746
-
13 · Office expenses
total $87,400
-
14 · Information technology
total $207,388
-
16 · Occupancy
total $40,267
-
17 · Travel
total $122,738
-
19 · Conferences, conventions and meetings
total $131,632
-
20 · Interest
total $3,881
-
22 · Depreciation, depletion and amortization
total $14,598
-
23 · Insurance
total $23,974
-
24a · Other expenses: ASSOCIATION DUES
total $42,151
-
24b · Other expenses: CREDIT CARD FEES
total $17,118
-
24c · Other expenses: OTHER EXPENSES
total $3,062
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $3,954,432 · end of year $4,026,421
-
4 · Accounts receivable
beginning of year $689,957 · end of year $161,555
-
9 · Prepaid expenses and deferred charges
beginning of year $156,396 · end of year $175,509
-
10a · Land, buildings and equipment: cost or other basis
$206,173
-
10b · Land, buildings and equipment: accumulated depreciation
$178,304
-
10c · Land, buildings and equipment, net
beginning of year $42,467 · end of year $27,869
-
12 · Investments: other securities
beginning of year $4,473,440 · end of year $4,749,396
-
15 · Other assets
beginning of year $1,385,717 · end of year $1,879,120
-
17 · Accounts payable and accrued expenses
beginning of year $333,277 · end of year $239,382
-
19 · Deferred revenue
beginning of year $1,457,037 · end of year $1,243,575
-
25 · Other liabilities
beginning of year $1,063,839 · end of year $1,543,595
-
27 · Net assets without donor restrictions
beginning of year $7,848,256 · end of year $7,993,318
Mission and programs · 2024
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 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 PHYSICIAN 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 INITIATIVES. IN ADDITION, THE CONTINUATION OF THE ANNUAL PHYSICIAN LEADERSHIP 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 2024 return.
Listed in Part VII
-
Michael FlesherMICHAEL FLESHER
CEO
- Total calculated
- $410,544
- From this org
- $369,235
- From related orgs
- $0
- Other
- $41,309
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $337,235
- Bonus
- $32,000
- Other
- $0
- Deferred
- $10,329
- Nontaxable benefits
- $30,980
- Filer's total
- $410,544
-
Jerry Halverson MDJERRY HALVERSON MD
CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
Paul Larson MDPAUL LARSON MD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Don Lee MDDON LEE MD
PRESIDENT/PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Wendy Molaska MDWENDY MOLASKA MD
PAST PRESIDENT (THRU 4/2024)
- Total calculated
- $0
- Hours/week
- 2
-
Cynthia Hart MDCYNTHIA HART MD
PRESIDENT ELECT/PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Michelle Graham MDMICHELLE GRAHAM MD
DIRECTOR/PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 2
-
John CookJOHN COOK
TREASURER (THRU 4/2024)
- Total calculated
- $0
- Hours/week
- 2
-
Stewart Watson MDSTEWART WATSON MD
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Aditya Sukhwal MDADITYA SUKHWAL MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amy Doherty MDAMY DOHERTY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andrew Calvin MDANDREW CALVIN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andrew LabottANDREW LABOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andrew NortonANDREW NORTON
DIRECTOR
- 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
-
David Galbis-Reig MDDAVID GALBIS-REIG MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Donn Dexter MDDONN DEXTER MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Erica Larson MDERICA LARSON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Greigory DimailigGREIGORY DIMAILIG
DIRECTOR (THRU 4/2024)
- Total calculated
- $0
- Hours/week
- 2
-
James Rauschnot DoJAMES RAUSCHNOT DO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joel Charles MDJOEL CHARLES MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ken Klein MDKEN KLEIN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kenneth Pechman MDKENNETH PECHMAN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kieran McAvoy MDKIERAN MCAVOY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kristie Johnson MDKRISTIE JOHNSON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Larry Gordon MDLARRY GORDON MD
DIRECTOR (THRU 4/2024)
- 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 White MDMICHAEL WHITE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michele Montgomery MDMICHELE MONTGOMERY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Roanne Osborne MDROANNE OSBORNE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert Sedlaceck MDROBERT SEDLACECK MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robyn Borge MDROBYN BORGE MD
DIRECTOR (THRU 4/2024)
- Total calculated
- $0
- Hours/week
- 2
-
Sonal Chandratre MDSONAL CHANDRATRE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie Strohbeen MDSTEPHANIE STROHBEEN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Thomas Joles MDTHOMAS JOLES MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Thomas Mehner MDTHOMAS MEHNER MD
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 Johnston III MDWILLIAM JOHNSTON III MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Charles Shabino MDCHARLES SHABINO MD
EX OFFICIO
- Total calculated
- $0
- Hours/week
- 2
-
David Hoffmann MDDAVID HOFFMANN MD
EX OFFICIO (THRU 4/2024)
- Total calculated
- $0
- Hours/week
- 2
-
Kristopher RougKRISTOPHER ROUG
CFO
- Total calculated
- $158,213
- From this org
- $145,584
- From related orgs
- $0
- Other
- $12,629
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,584
- Bonus
- $0
- Other
- $0
- Deferred
- $4,368
- Nontaxable benefits
- $8,261
- Filer's total
- $158,213
-
Mark GrapentineMARK GRAPENTINE
CHIEF ADVOCACY OFFICER
- Total calculated
- $248,164
- From this org
- $219,773
- From related orgs
- $0
- Other
- $28,391
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,773
- Bonus
- $0
- Other
- $0
- Deferred
- $6,671
- Nontaxable benefits
- $21,720
- Filer's total
- $248,164
-
James LorenceJAMES LORENCE
CHIEF VALUE AND ENGAGEMENT OFFICER
- Total calculated
- $200,921
- From this org
- $173,287
- From related orgs
- $0
- Other
- $27,634
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,287
- Bonus
- $0
- Other
- $0
- Deferred
- $5,199
- Nontaxable benefits
- $22,435
- Filer's total
- $200,921
-
Laura JacobsLAURA JACOBS
COO
- Total calculated
- $126,706
- From this org
- $121,883
- From related orgs
- $0
- Other
- $4,823
- Hours/week
- 40
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
-
$17,000
ADVANCE HEALTH WI SUBAWARD
-
$13,000
ADVANCE HEALTH WI SUBAWARD
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 $80,204 · share of assets $4,720,922 · controlled entity
Directly controlled by WISCONSIN MEDICAL SOCIETY INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543219349323299
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.