Civic Intelligence

Msma Health Education Foundation

990 • Fiscal year 2016 • EIN 43-1684872

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 13, 2017

PO Box 1028Jefferson City, MO 65101

(573) 636-5151

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

100th percentile

4527%

Faster asset growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

87040%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,486,922

Up $3,411,567 (+4527%) from 2015

Net Assets

$3,486,922

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$3,695,610

Up $3,691,369 (+87040%) from 2015

Expenses

Up

$285,821

Up $280,318 (+5094%) from 2015

Net Income

Up

$3,409,789

Up $3,411,051 (+270289%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $75,796Net Assets 2010: $75,7962010Assets 2011: $94,616Net Assets 2011: $94,6162011Assets 2012: $72,913Net Assets 2012: $72,9132012Assets 2013: $81,463Net Assets 2013: $81,4632013Assets 2014: $80,871Liabilities 2014: $02014Assets 2015: $75,355Liabilities 2015: $02015Assets 2016: $3,486,922Liabilities 2016: $0Net Assets 2016: $3,486,9222016Assets 2017: $3,488,539Liabilities 2017: $0Net Assets 2017: $3,488,5392017Assets 2018: $3,008,320Liabilities 2018: $0Net Assets 2018: $3,008,3202018Assets 2019: $3,226,625Liabilities 2019: $0Net Assets 2019: $3,226,6252019Assets 2020: $3,092,103Liabilities 2020: $0Net Assets 2020: $3,092,1032020Assets 2021: $3,290,824Liabilities 2021: $0Net Assets 2021: $3,290,8242021Assets 2022: $2,674,076Liabilities 2022: $0Net Assets 2022: $2,674,0762022Assets 2023: $2,701,928Liabilities 2023: $0Net Assets 2023: $2,701,9282023Assets 2024: $2,672,920Liabilities 2024: $0Net Assets 2024: $2,672,9202024

Highlighted filing

2016

Assets$3,486,922
Liabilities$0
Net Assets$3,486,922

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,615Expenses 2010: $5,570Net Income 2010: -$3,9552010Revenue 2011: $51,959Expenses 2011: $30,617Net Income 2011: $21,3422011Revenue 2012: $2,308Expenses 2012: $30,760Net Income 2012: -$28,4522012Revenue 2013: $3,222Expenses 2013: $5,465Net Income 2013: -$2,2432013Revenue 2014: $5,299Expenses 2014: $5,500Net Income 2014: -$2012014Revenue 2015: $4,241Expenses 2015: $5,503Net Income 2015: -$1,2622015Revenue 2016: $3,695,610Expenses 2016: $285,821Net Income 2016: $3,409,7892016Revenue 2017: $74,342Expenses 2017: $314,337Net Income 2017: -$239,9952017Revenue 2018: $209,702Expenses 2018: $316,963Net Income 2018: -$107,2612018Revenue 2019: $100,393Expenses 2019: $315,609Net Income 2019: -$215,2162019Revenue 2020: $124,691Expenses 2020: $314,260Net Income 2020: -$189,5692020Revenue 2021: $205,200Expenses 2021: $315,426Net Income 2021: -$110,2262021Revenue 2022: $166,849Expenses 2022: $314,067Net Income 2022: -$147,2182022Revenue 2023: $192,328Expenses 2023: $312,663Net Income 2023: -$120,3352023Revenue 2024: $233,607Expenses 2024: $313,083Net Income 2024: -$79,4762024

Highlighted filing

2016

Revenue$3,695,610
Expenses$285,821
Net Income$3,409,789
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 13, 2017
Return Version
2016v3.0
Gross Receipts
$3,695,610
Mission and Program Overview

Mission

Assist in providing additional education/training for physicians so they may increase their level of knowledge and be better prepared to serve the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$268$3,412,712▲ $3,412,444
Savings and Temporary Cash Investments$75,087$74,210▼ $877
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$75,355$3,486,922▲ $3,411,567
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$75,355$3,486,922▲ $3,411,567
Total Net Assets Fund Balance$75,355$3,486,922▲ $3,411,567
Total Liabilities and Net Assets / Fund Balance$75,355$3,486,922▲ $3,411,567
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ravi Johar MdChairman
Warren Lovinger MdVice Chairman
Brian Biggers MdBoard Member
David Bean DoBoard Member
David Pohl MdBoard Member
John Stanley MdBoard Member
Joseph Corrado MdBoard Member
Robert O Schaaf MdBoard Member
Thomas HollowaySecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$3,692,000
Program Service Revenue
$0
Investment Income
$3,610
Other Revenue
$0
All Other Contributions
$3,692,000
Change in Net Assets
$3,409,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$285,000
Other Expenses$821
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$285,000--$285,000
Fees for Services Accounting-$515-$515
Other Expenses-$21-$21
Total Functional Expenses$285,000$821$0$285,821
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MsmaJefferson City, MO-Continuing Education$255,000
Ama FoundationChicago, IL43-0631112Continuing Education$30,000
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Msma Health Education Foundation
EIN
43-1684872
Phone
5736365151
Address
PO BOX 1028, JEFFERSON CITY, MO 65101

Signing Officer

Name
Thomas L Holloway
Title
Secretary
Signed
2017-03-13
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Evers & Company CPAs LLC
Address
520 Dix Road, Jefferson City, MO 65109
Preparer
Jo L Moore CPA
Phone
5736350227
Supplemental Narrative

Additional Explanations

Contribution

The organization received $3,962,000 as result of disolution of Primaris, a not-for-profit organization.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION'S MANAGED BY THE SAME INDIVIDUALS WHO MANAGE THE SUPPORTING ORGANIZATION. MANAGEMENT IS ACTIVELY INVOLVED IN ALL TRANSACTIONS TO ENSURE COMPLIANCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION'S MANAGED BY THE SAME INDIVIDUALS WHO MANAGE THE SUPPORTING ORGANIZATION. MANAGEMENT IS ACTIVELY INVOLVED IN ALL TRANSACTIONS TO ENSURE COMPLIANCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE SUPPORTED ORGANIZATION HAS THE POWER TO APPOINT DIRECTORS TO THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section B, Line 1: Explanation Of How Supported Orgs. Managed Actvities
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0430631112
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0255000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MISSOURI STATE MEDICAL ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0255000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt1255000
IRS990ScheduleI/RecipientTable/IRCSectionDesc043-0631112
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTINUING EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONTINUING EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MSMA
IRS990ScheduleI/RecipientTable/RecipientEIN0366080517
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0330 NORTH WABASH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1113 MADISON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1JEFFERSON CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060611
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd165101
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization received $3,962,000 as result of disolution of Primaris, a not-for-profit organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Contribution
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MISSOURI STATE MEDICAL ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MSMA PHYSICIANS HEALTH FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0430631112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1431572458
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE SCIENCE & ART OF MEDICINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHARITABLE FDN TO ASSIST IMPAIRED PHY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0113 MADISON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 1028
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JEFFERSON CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1JEFFERSON CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd065101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd165102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0255000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MISSOURI STATE MEDICAL ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt075355

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$0.23$0.31$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.19$0.31$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.17$0.31$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.21$0.32$0.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$0.12$0.31$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.10$0.32$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.21$0.32$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.00$3.49$0.07$0.31$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$3.70$0.29$3.41
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$0.00$0.01$0.00
2014Summary only. Only limited summary data is available for this year.$0.08$0.00$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.00$0.01$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.07$0.00$0.03$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$0.05$0.03$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.00$0.01$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits