Civic Intelligence

Midwestern Medical Directors

EIN 35-2127919 • 501(c)6 • Appleton, WI

Profile

Educational and social meetings for doctors located in the midwestern states. The primary benefit to members is continuing medical education.

300 W Wildplum CTAppleton, WI 54913

www.mmda1.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

33rd percentile

-8.9%

Higher net margin than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.0%

Faster asset growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-24%

Faster revenue growth than 23% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$81,019

Down $1,659 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$81,019

Down $1,659 (-2.0%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin33rd percentile

Revenue

Down

$18,644

Down $5,806 (-24%) from 2023

Expenses

Down

$20,303

Down $4,618 (-19%) from 2023

Net Income

Down

-$1,659

Down $1,188 (-252%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2020: $100,843Liabilities 2020: $0Net Assets 2020: $100,8432020Assets 2021: $100,228Liabilities 2021: $0Net Assets 2021: $100,2282021Assets 2022: $83,149Liabilities 2022: $0Net Assets 2022: $83,1492022Assets 2023: $82,678Liabilities 2023: $0Net Assets 2023: $82,6782023Assets 2024: $81,019Liabilities 2024: $0Net Assets 2024: $81,0192024

Highlighted filing

2024

Assets$81,019
Liabilities$0
Net Assets$81,019
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2020: $7,225Expenses 2020: $1,387Net Income 2020: $5,8382020Revenue 2021: $600Expenses 2021: $1,215Net Income 2021: -$6152021Revenue 2022: $7,100Expenses 2022: $24,179Net Income 2022: -$17,0792022Revenue 2023: $24,450Expenses 2023: $24,921Net Income 2023: -$4712023Revenue 2024: $18,644Expenses 2024: $20,303Net Income 2024: -$1,6592024

Highlighted filing

2024

Revenue$18,644
Expenses$20,303
Net Income-$1,659
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,019
Liabilities
$0
Net assets
$81,019
Revenue
$18,644
Expenses
$20,303
Net income
-$1,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.19$0.20$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.24$0.25$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07$0.24$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.01$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.0
Gross Receipts
$18,644
Mission and Program Overview

Mission

Educational and social meetings for doctors located in the midwestern states. The primary benefit to members is continuing medical education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$82,678$81,019▼ $1,659
Savings and Temporary Cash Investments-$41,269-
Cash and Non-Interest-Bearing Accounts$82,678$39,750▼ $42,928
Total Assets$82,678$81,019▼ $1,659
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$82,678$81,019▼ $1,659
Total Liabilities and Net Assets / Fund Balance$82,678$81,019▼ $1,659
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Grace Davis MdPresident
Angela SargeantSecretary/tr
Bradley HeltemesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,375
Investment Income
$1,269
Other Revenue
$0
Change in Net Assets
$-1,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,303
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$16,377--$16,377
Fees for Services Accounting$1,095--$1,095
Other Expenses$21--$21
Total Functional Expenses$20,303$0$0$20,303
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Midwestern Medical Directors
EIN
35-2127919
Phone
3053332856
Address
300 W WILDPLUM CT, APPLETON, WI 54913

Signing Officer

Name
Angela Sargeant
Title
Secretary/treasurer
Phone
3053332856
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Sargeant
Formed
1954
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Christen Souers LLC
Address
10347 DAWSONS CREEK BLVD STE C, FORT WAYNE, IN 46825-1905
Preparer
Robinette Dombrowski CPA
Phone
2604840653
Raw XML Appendix246 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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