2020-06-26T09:03:27-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2018-07-01 562298880 ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE AND HEALTH INC ACAD 2692649261 12570 TURTLE CREEK DRIVE NEW BUFFALO MI 49117 DALE WEST EXECUTIVE DIRECTOR 2692649261 2020-06-23 1 JOHN TAUER P00294068 6123764500 2020-06-22 66.41.31.27 2020-06-23 09:05:54 CD P BA838E0DBCBAA7CAAE0C9EFA9D0B0445DB4BBA38 B2546B713F7E481D53EBD38AC5C56AAB7076177B 2018 2020-04-17 16:48:07Z FREDERICK HECHT MD 12570 TURTLE CREEK DRIVE NEW BUFFALO MI 49117 334982 0 X WWW.IMCONSORTIUM.ORG X 2006 DE TO ADVANCE THE PRINCIPLES AND PRACTICES OF INTEGRATIVE HEALTHCARE WITHIN ACADEMIC INSTITUTIONS. 9 7 0 100 0 0 517590 18353 1009601 221904 32656 15098 4401 1204 1564248 256559 1000 0 0 0 0 105653 0 0 0 1358783 616014 1359783 721667 204465 -465108 1708931 1227664 125204 98934 1583727 1128730 THE MISSION OF THE CONSORTIUM IS TO ADVANCE THE PRINCIPLES AND PRACTICES OF INTEGRATIVE HEALTHCARE WITHIN ACADEMIC INSTITUTIONS AND HEALTH SYSTEMS. 0 0 136192 0 193750 MEMBERSHIP SERVICES - AS AN ORGANIZATION WE ARE COMMITTED TO SHARING INFORMATION AND IDEAS, MEETING CHALLENGES TOGETHER IN A PROCESS GROUNDED IN THE VALUES OF INTEGRATIVE MEDICINE SUPPORTING MEMBER INSTITUTIONS AND PROVIDING A NATIONAL VOICE FOR INTEGRATIVE MEDICINE. OUR MEMBERSHIP CURRENTLY INCLUDES APPROXIMATELY 71 HIGHLY ESTEEMED ACADEMIC MEDICAL CENTERS. PROVIDING ONLINE SERVICES FOR DUES PAYMENTS, CONFERENCE REGISTRATIONS, RELEVANT INFORMATION SHARING, PROGRAM UPDATES AND ANNOUNCEMENTS, VOTING PLATFORMS, AWARDS, MATERIALS ACCESS, ONLINE PRESENCE FOR PUBLIC ACCESS, AND MORE. 361855 0 28154 CONFERENCES/MEETINGS - ANNUAL CONFERENCE FOR MEMBERS AND NONMEMBERS WITH LIKE INTERESTS TO COLLABORATE AND SHARE INFORMATION IN THE FIELD OF INTEGRATIVE MEDICINE AND PERIODIC LEADERSHIP MEETINGS FOR STRATEGIC PLANNING AND GOVERNANCE. 498047 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 29 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X DALE WEST 2692649261 12570 TURTLE CREEK DRIVE NEW BUFFALO MI 49117 X FREDERICK HECHT MD CHAIR 10.00 X X 0 0 0 FRANCOISE ADAN MD VICE CHAIR 10.00 X X 0 0 0 SUSAN CARTER MMHC SECRETARY/TREASURER - LEFT 4/2019 5.00 X X 0 0 0 RAY TEETS MD SECRETARY 5.00 X X 0 0 0 SARAH INGERSOLL MS MBA RN TREASURER 5.00 X X 0 0 0 ROBERT SAPER MD MPH IMMEDIATE PAST CHAIR 10.00 X X 0 0 0 AVIAD HARAMATI PHD MEMBER AT LARGE - LEFT 4/2019 2.00 X 0 0 0 AMY LOCKE MD MEMBER AT LARGE 2.00 X 0 0 0 SCOTT MIST PHD MACOM MEMBER AT LARGE 2.00 X 0 0 0 ARYA NIELSEN PHD MEMBER AT LARGE 2.00 X 0 0 0 ALISON WHITEHEAD MPH RYT500 MEMBER AT LARGE 2.00 X 0 0 0 DALE WEST EXECUTIVE DIRECTOR 30.00 X 0 0 0 LAURA DEGNON CAE EXECUTIVE DIRECTOR - LEFT 1/2019 30.00 X 0 0 0 0 0 0 0 0 0 0 DEGNON ASSOCIATES INC 6728 OLD MCLEAN VILLAGE DRIVE MCLEAN VA 22101 MANAGEMENT SERVICES 193219 1 18353 18353 MEMBERSHIP DUES 900099 193750 193750 CONFERENCES 900099 20154 20154 LEAP REGISTRATION 900099 8000 8000 221904 29181 29181 64340 78423 -14083 -14083 -14083 MISCELLANEOUS INCOME 900099 1204 1204 1204 256559 221904 0 16302 91250 41779 49471 7380 3379 4001 7023 3215 3808 193219 136193 57026 27193 27193 21755 21755 5000 5000 39003 39003 13736 1789 11947 15028 15028 13249 8833 4416 157703 157703 JOURNAL 92872 92872 LEAPS AND GFF COMMUNICA 37256 37256 721667 498047 223620 0 759527 449300 200000 100000 40714 0 37500 708690 640864 1708931 1227664 117704 93934 7500 5000 125204 98934 X 1095201 805514 488526 323216 1583727 1128730 1708931 1227664 -465108 10111 0 X 0 1 X 1 0 X 1342567 311498 260010 517590 18353 2450018 1342567 311498 260010 517590 18353 2450018 1997112 452906 1284 19601 17801 17860 29181 85727 13460 9621 6705 4401 1204 35391 2571136 2634578 0.17620 0.18840 X THE ORGANIZATION MAINTAINS ACTIVE COMMUNITY SUPPORT WHICH HAS SUCCESSFULLY ATTRACTED CONTRIBUTIONS FROM THE GENERAL PUBLIC. THEIR ANNUAL FUNDRAISING EFFORTS PROVIDE AN OPPORTUNITY FOR THE GENERAL PUBLIC TO KNOW MORE ABOUT THE ORGANIZATION AND TO SUPPORT THE ORGANIZATION'S PROGRAMS. THE ORGANIZATION'S BOARD OF DIRECTORS REPRESENTS LEADERSHIP FROM AND OF THE COMMUNITY, AS WELL AS NONPROFIT MANAGEMENT EXPERTISE. THE BOARD HAS BEEN DESIGNED BOTH TO FACILITATE INVOLVEMENT BY FUNDERS AND TO ENSURE ACCOUNTABILITY TO THE BROAD COMMUNITY THE CLINIC SERVES. THE ORGANIZATION HAS MANY PROGRAMS, COLLABORATIONS, AND RESOURCES AVAILABLE THAT PROVIDE THE PUBLIC AND COMMUNITY MANY BENEFITS. THE ORGANIZATION HAS BEEN BROADENING ITS BASE OF SUPPORT THROUGH VARIOUS SOLICITATION EFFORTS TOWARDS THE GENERAL PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 271061 10111 9391 19502 251559 5000 5000 256559 726058 9391 9391 716667 5000 5000 721667 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT HAS BEEN CLASSIFIED AS AN ASSOCIATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAXES. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. DEGNON ASSOCIATES INC 193219 0 OMV LLC 13249 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) NAME OF PERSON: DEGNON ASSOCIATES, INC.(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: LAURA DEGNON IS OWNER OF DEGNON ASSOCIATES, INC, AND IS EXECUTIVE DIRECTOR FOR THE ORGANIZATION THROUGH JANUARY 2019(D) DESCRIPTION OF TRANSACTION: DEGNON AND ASSOCIATES PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION(A) NAME OF PERSON: OMV, LLC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: LAURA DEGNON IS A MEMBER OF OMV, LLC, AND IS EXECUTIVE DIRECTOR FOR THE ORGANIZATION THROUGH JANUARY 2019(D) DESCRIPTION OF TRANSACTION: RENT PAID BY THE ORGANIZATION TO OMV, LLC FORM 990, PART VI, SECTION A, LINE 3 THE CONSORTIUM HIRED DEGNON ASSOCIATES, INC. AS THE ACCREDITED ASSOCIATION MANAGEMENT COMPANY THROUGH JANUARY 2019. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS APPROXIMATELY 75 MEMBER INSTITUTIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBER ORGANIZATIONS EACH PUT FORTH ONE REPRESENTATIVE WITH VOTING RIGHTS FOR OFFICER/BOARD ELECTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE DIRECTOR AND TREASURER FIRST APPROVE A DRAFT OF THE FORM 990 BEFORE IT IS FORWARDED TO THE ORGANIZATION'S BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS AND EMPLOYEE WITH SUBSTANTIAL INFLUENCE SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; HAS READ AND UNDERSTAND THE POLICY; HAS AGREED TO COMPLY WITH THE POLICY; AND UNDERSTANDS THAT THE CONSORTIUM IS A CHARITABLE ORGANIZAITON AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE ORE MORE OF ITS TAX-EXEMPT PURPOSES. IF A POTENTIAL CONFLICT EXISTS, A DETERMINATION BY THE BOARD WILL BE MADE ON WHETHER TO EXCLUDE MEMBERS WITH THE CONFLICT FROM VOTING ON RELATED MATTERS. FORM 990, PART VI, SECTION B, LINE 15A IN 2014, THE CONSORTIUM MADE THE DECISION TO HIRE AN ASSOCIATION MANAGEMENT COMPANY (AMC) AND THEREFORE RELEASED THE EXECUTIVE DIRECTOR UNDER DIRECT EMPLOYMENT IN MINNESOTA. MANAGEMENT FEE TO THE AMC (DEGNON ASSOCIATES, INC.) INCLUDES EXECUTIVE DIRECTOR AND STAFF SUPPORT POSITIONS. THE FEE IS REVIEWED WITHIN THE CONTRACT PRIOR TO APPROVAL. THE DECISION TO HIRE AN AMC WAS BASED ON REVIEW OF CURRENT MARKET DATA. THE PROCESS AND DECISION WAS MADE BY THE BOARD. NO INDIVIDUAL COMPENSATION IS PART OF THE PROCESS. 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.