IOWA MEDICAL SOCIETY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1927

Legal Domicile

Principal Officer

STEVEN W CHURCHILL

Phone

5152231401

Tax Period

2024-01-01 to 2024-12-31

IOWA MEDICAL SOCIETY, founded in 1927, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Net assets of $8.4M represent 51 months of operating reserves.

Mission

OUR MISSION IS TO ADVANCE THE PRACTICE OF MEDICINE THROUGH ADVOCACY, EDUCATION, AND ENGAGEMENT WITH PHYSICIANS THROUGHOUT IOWA TO ENSURE THE HIGHEST QUALITY OF CARE FOR THE PATIENTS THEY SERVE.

Program Service Accomplishments

Program 1

ADVANCE THE PRACTICE OF MEDICINE THROUGH ADVOCACY, EDUCATION AND ENGAGEMENT WITH PHYSISICIANS THROUGHOUT IOWA TO ENSURE THE HIGHEST QUALITY OF CARE FOR THE PATIENT THEY SERVE. APPROXIMATELY 3,039...

ADVANCE THE PRACTICE OF MEDICINE THROUGH ADVOCACY, EDUCATION AND ENGAGEMENT WITH PHYSISICIANS THROUGHOUT IOWA TO ENSURE THE HIGHEST QUALITY OF CARE FOR THE PATIENT THEY SERVE. APPROXIMATELY 3,039 MEMBERS DURING 2024.

Program 2

PLANNING AND ORGANIZATION OF VARIOUS EVENTS FOR MEMBERS OF IOWA MEDICAL SOCIETY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $433,356

Program Service Revenue $1,278,863

Investment Income $243,242

Other Revenue $16,800

TOTAL REVENUE $1,972,261

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,181,231

Fundraising Expenses $0

Other Expenses $789,786

TOTAL EXPENSES $1,971,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,972,261	$1,826,969	+0.1%
Expenses	$1,971,017	$1,919,510	+0.0%
Net Income	$1,244	$-92,541	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

101

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$322,872

Total Directors

$13,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAYLOR CHRISTINA	PRESIDENT	1.00	Officer Director	$8,800	$0	$8,800
ZUZGA-REED JESSICA	PAST PRESIDENT	1.00	Officer Director	$4,400	$0	$4,400
LYNCH ALISON	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
ERDAHL LILLIAN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TONUI PETER	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
BARSCZ JOSI	DIRECTOR	1.00	Director	$0	$0	$0
BOEVERS EMILY	DIRECTOR	1.00	Director	$0	$0	$0
JENKINS LINDSEY	DIRECTOR	1.00	Director	$0	$0	$0
LEVERIDGE SHANNON	DIRECTOR	1.00	Director	$0	$0	$0
MCCABE DANIEL	DIRECTOR	1.00	Director	$0	$0	$0
MOE DANIEL	DIRECTOR	1.00	Director	$0	$0	$0
OLESEN KAREN	DIRECTOR	1.00	Director	$0	$0	$0
O'SHEA NOREEN	DIRECTOR	1.00	Director	$0	$0	$0
PREISSE RACHEL	DIRECTOR	1.00	Director	$0	$0	$0
RYON JOEL	DIRECTOR	1.00	Director	$0	$0	$0
SHARP VICTORIA	DIRECTOR	1.00	Director	$0	$0	$0
SYRING MARA	DIRECTOR	1.00	Director	$0	$0	$0
TRUDEAU EMILY	DIRECTOR	1.00	Director	$0	$0	$0
VOLLSTEDT KEITH	DIRECTOR	1.00	Director	$0	$0	$0
YACOUB FADI	DIRECTOR	1.00	Director	$0	$0	$0
CHURCHILL STEVEN W	CEO	40.00	Officer	$284,982	$24,690	$309,672
OPIE SARA	COMMUNICATIONS AND MARKETING DIRECTOR	40.00	Highest	$108,179	$19,675	$127,854

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,972,261	$1,971,017	$8,828,356	$1,244
2023	$1,826,969	$1,919,510	$8,370,640	$-92,541
2022	$2,216,775	$1,604,832	$7,680,662	$611,943
2021	$2,540,807	$1,849,773	$8,413,197	$691,034
2020	$1,850,031	$1,718,717	$7,629,792	$131,314
2019	$1,786,281	$2,009,390	$7,272,844	$-223,109
2018	$1,946,883	$1,903,466	$6,855,002	$43,417