2023-11-07T15:40:59-06:00 2022-12-31 990 2022-01-01 746073346 TEXAS MEDICAL ASSOCIATION FOUNDATION TEXA 5123701664 401 WEST 15TH STREET AUSTIN TX 787011680 CARLA ORTIQUE PRESIDENT 5123701666 2023-11-07 CARLA ORTIQUE 999009999 1 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA STARK WALSH 401 WEST 15TH STREET AUSTIN TX 78701 3000884 0 X WWWW.TEXMED.ORG X 1966 TX THE FOUNDATION PROVIDES FOR PUBLIC HEALTH, MEDICAL, AND EDUCATIONAL PROGRAMS. 16 16 0 100 0 0 1485074 1002837 0 0 727859 377395 14057 -65273 2226990 1314959 597048 618475 0 0 361220 447704 0 0 240628 262245 268014 1220513 1334193 1006477 -19234 16598953 14038201 349493 346794 16249460 13691407 X THE FOUNDATION PROVIDES FOR PUBLIC HEALTH, MEDICAL, AND EDUCATIONAL PROGRAMS. 0 0 179514 167555 DIVERSITY AND MEDICINE SCHOLARSHIP. 106021 94064 VACCINE DEFEND WHAT MATTERS. 70163 62989 WALK WITH A DOC TEXAS PROGRAM. 70709 62339 HARD HATS FOR LITTLE HEADS MATCHING BICYCLE HELMET DONATION PROGRAM. 39347 33368 EXCELLENCE IN SCIENCE TEACHING AWARDS PROGRAM. 94449 80100 NURSING STUDENT SCHOLARSHIPS. 55989 53000 BAYARDO MEDICAL STUDENT SCHOLARSHIP GRANT PROGRAMS. 40880 22944 MEDICAL COMMUNITY GRANTS PROGRAM. 18211 15222 TMA AND ALLIANCE SUPPORTED PROGRAMS. 31331 13395 MEDICAL STUDENT COMMUNITY LEADERSHIP GRANTS. 22457 10500 CHAMPION OF HEALTH GRANT PROGRAMS. 8978 3000 PATEL SCHOLARSHIP. 382351 293868 738049 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X STEPHEN DAVIS 5123701490 401 WEST 15TH STREET AUTSTIN TX 78701 MICHAEL E SPEER MD PRESIDENT 2021-2023 0.00 X X 0 0 0 CARLA F ORTIQUE MD VICE PRESIDENT 2021-2023 0.00 X X 0 0 0 SUSAN M PIKE MD IMMEDIATE PAST PRESIDENT 2021-2022 0.00 X X 0 0 0 DEBORAH PITTS SECRETARY 2021-2023 0.00 X X 0 0 0 CLIFFORD K MOY MD TREASURER 2021-2023 0.00 X X 0 0 0 GATES B COLBERT MD FASN YOUNG PHYSICIAN SECTION REPRESENTATIVE 2020-2022 0.00 X 0 0 0 ANGELA B DONAHUE TRUSTEE 0.00 X 0 0 0 ASHANTI DUNMEYER MD RESIDENT AND FELLOWS SECTION REP 2020-2022 0.00 X 0 0 0 GARY FLOYD MD TRUSTEE 0.00 X 0 0 0 CURTIS ERIC GREY MD TRUSTEE 0.00 X 0 0 0 R MOSS HAMPTON MD TRUSTEE 0.00 X 0 0 0 ISABEL V HOVERMAN MD TRUSTEE 0.00 X 0 0 0 GREGORY R JOHNSON MD SFHM TRUSTEE 0.00 X 0 0 0 STEVEN H KELDER MPH PHD TRUSTEE 0.00 X 0 0 0 DAVID LANDRY TRUSTEE 0.00 X 0 0 0 PARKER MITCHELL TRUSTEE 0.00 X 0 0 0 SUNSHINE MOORE TRUSTEE 0.00 X 0 0 0 CRAIG NORMAN RPH TRUSTEE 0.00 X 0 0 0 KIM M RICE MD TRUSTEE 0.00 X 0 0 0 HELEN SCHAFER MEDICAL STUDENT SECTION REPRESENTATIVE 2021-2022 0.00 X 0 0 0 RICHARD W SNYDER II MD TRUSTEE 0.00 X 0 0 0 AMY WHITED TRUSTEE 0.00 X 0 0 0 LISA STARK WALSH EXECUTIVE DIRECTOR 40.00 X 136740 0 36807 136740 0 36807 1 0 1 0 0 318995 217226 466616 36360 1002837 282095 282095 1589734 1494434 95300 95300 95300 94549 318995 191491 -96942 -96942 ADMINISTRATIVE FEES 900099 31669 31669 31669 1314959 31669 0 280453 618475 618475 173547 43387 52064 78096 199611 50052 31107 118452 19412 4893 4289 10230 28996 7308 15281 6407 26138 6588 5775 13775 80000 80000 6300 6300 42481 42481 14794 14794 7104 391 6713 35681 35681 20866 6955 6956 6955 52055 52055 7770 7770 963 963 1334193 738049 355516 240628 287543 373571 30841 36150 6839 1421 2654 2654 0 0 16273730 13627059 16598953 14038201 23619 25850 215639 212194 110235 108750 349493 346794 X 3563908 3101297 12685552 10590110 16249460 13691407 16598953 14038201 X -19234 -2539091 272 X X 0 1 X 1 0 X 1838484 1433478 751447 1242218 678142 5943769 1838484 1433478 751447 1242218 678142 5943769 5943769 195353 255579 245625 191995 239614 1128166 7071935 1838567 0.84050 0.87380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10304060 50247 -1289401 -89940 91378 9063468 9046584 176042 1230333 144350 4531 10304078 8020509 213087 958912 143817 2107 9046584 6638063 488055 1161583 248885 18307 8020509 6293914 918658 -310780 260959 2770 6638063 0.02500 0.83500 0.14000 0 0 2654 2654 0 0 X 1368943 -42209 -42209 1411152 -96193 -96193 1314959 1483203 191491 191491 1291712 42481 42481 1334193 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN MADE. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD FOR THE RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS, WHICH INCLUDES THE ACCOUNTING FOR INTEREST AND PENALTIES RELATING TO TAX POSITIONS. THE FOUNDATION DOES NOT CURRENTLY HAVE ANY MATERIAL TAX POSITIONS MANAGEMENT CONSIDERS UNCERTAIN AT DECEMBER 31, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES CHANGE IN CASH VALUE OF LIFE INSURANCE PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REALIZED GAIN/(LOSS) PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES ANNUAL GALA 413544 318995 94549 34503 31832 85889 0 39267 413544 318995 94549 34503 31832 85889 39267 191491 -96942 1 TEXAS MEDICAL ASSOCIATION SPECIAL FUNDS 401 WEST 15TH STREET AUSTIN TX 78701 742749879 501(C)(3) 167555 0 DIVERSITY AND MEDICINE SCHOLARSHIP TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 94064 0 VACCINES DEFEND WHAT MATTERS PROGRAM TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 62989 0 WALK WITH A DOC PROGRAM TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 62339 0 BICYCLE HELMET PROGRAM TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 33368 0 SCIENCE TEACHER AWARD PROGRAM HARRIS COUNTY MEDICAL ALLIANCE 1515 HERMANN DRIVE HOUSTON TX 77004 742188421 501(C)(3) 60000 0 NURSING SCHOLARSHIP PROGRAM TRAVIS COUNTY MEDICAL ALLIANCE 2734 E GLEN HAVEN BLVD AUSTIN TX 78752 742316620 501(C)(3) 27600 0 NURSING SCHOLARSHIP PROGRAM\MEDICAL COMMUNITY GRANT TRAVIS COUNTY MEDICAL SOCIETY 4300 N LAMAR BLVD AUSTIN TX 78756 746017762 501(C)(6) 23750 0 PHYSICIANS HEALTH/WELLNESS AND SCHOLARSHIP PROGRAMS MIDLAND COUNTY MEDICAL SOCIETY PO BOX 4121 MIDLAND TX 79704 756057955 501(C)(6) 20000 0 SCHOLARSHIP PROGRAMS LUBBOCK COUNTY MEDICAL SOCIETY 2204 ITHACA AVE STE A LUBBOCK TX 79410 752504647 501(C)(6) 13000 0 SCHOLARSHIP PROGRAMS TEXAS MEDICAL ASSOCIATION ALLIANCE 401 WEST 15TH STREET AUSTIN TX 78701 746050698 501(C)(6) 12000 0 BOOK SHARE PROGRAM TARRANT COUNTY MEDICAL SOCIETY 555 HEMPHILL ST FORT WERTH TX 78701 750693870 501(C)(6) 10000 0 CHAMPION OF HEALTH AWARD/MEDICAL COMMUNITY GRANTS EL PASO COUNTY MEDICAL SOCIETY 1301 MONTANA AVE EL PASO TX 79902 741238007 501(C)(6) 7358 0 MEDICAL COMMUNITY GRANTSMEDICAL COMMUNITY GRANTSMEDICAL COMMUNITY GRANTS UT SOUTHWESTERN TMA MEDICAL ST 5323 HARRY HINES BLVD DALLAS TX 75390 742624477 5700 0 MEDICAL STUDENT COMMUNITY GRANTS PART I, LINE 2: ALL ORGANIZATIONS THAT RECEIVE GRANT FUNDING FROM TMAF ARE REQUIRED TO SIGN TMAF'S GRANT CONTRACT WHICH STIPULATES THE TERMS OF THE GRANT FUNDING. ONE SUCH REQUIREMENT IS TO SUBMIT BOTH A MID-YEAR AND FINAL PROGRESS REPORT ON BOTH THE FUNDED PROGRAM OUTCOMES AND BUDGET. IN ADDITION TO AN ACCOUNTING OF TMAF FUNDS, TMAF REQUESTS THAT ANY UNEXPENDED GRANT MONIES BE RETURNED TO TMAF IMMEDIATELY FOLLOWING COMPLETION OF THE FUNDED PROGRAM. X X 0 0 0 0 0 0 0 0 0 LISA STARK WALSH EXECUTIVE DIRECTOR 134685 0 75 0 1980 0 25800 0 11007 0 173547 0 0 0 GARY FLOYD MD PRESIDENT ELECT OF TEXAS MEDICAL ASSOCIATION 2021/2022 0 RICHARD W SNYDER II MD PRESIDENT ELECT OF TEXAS MEDICAL ASSOCIATION 2022/2023 0 X DONATED GALA AUCTION ITEMS 52 34503 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE MANAGER OF THE ASSOCIATION ACCOUNTING DEPARTMENT. PRIOR TO FILING, THE RETURN IS THOROUGHLY REVIEWED BY THE EXECUTIVE DIRECTOR. THE RETURN IS MADE AVAILABLE TO ALL OFFICERS AND TRUSTEES UPON COMPLETION AND PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE OF AFFILIATIONS QUESTIONNAIRE IS SUBMITTED BY ALL OFFICERS AND TRUSTEES ANNUALLY. THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE BEGINNING OF ALL BOARD MEETINGS AND A BASIC CONFLICT OF INTEREST DISCLOSURE FORM IS COMPLETED AND SIGNED BY EACH BOARD MEMBER PRIOR TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR SALARY IS REVIEWED BY TEXAS MEDICAL ASSOCIATION HR DIRECTOR AND INDEPENDENT COMPENSATION CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CASH VALUE OF LIFE INSURANCE 272. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES APPROVES SELECTION OF INDEPENDENT AUDITOR. THE ANNUAL AUDIT REPORT IS FORMALLY PRESENTED TO THE BOARD BY THE AUDIT FIRM PARTNER RESPONSIBLE FOR THE ENGAGEMENT. AT THIS TIME, THE BOARD ALSO HAS THE OPPORTUNITY TO MEET WITH THE AUDITOR IN EXECUTIVE SESSION TO DISCUSS ANY QUESTIONS AND CONCERNS IN ABSENCE OF FOUNDATION STAFF. TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 PROFESSIONAL ASSOCIATION SERVING TEXAS PHYSICIANS TX 501(C)(6) 0 TEXAS MEDICAL ASSN SPECIAL FUNDS FOUNDATION 401 WEST 15TH STREET AUSTIN TX 78701 742749879 DIVERSITY AND MEDICINE SCHOLARSHIP TX 501(C)(3) 509(A)(3) TYPE 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 TEXAS MEDICAL ASSN SPECIAL FUNDS FOUNDATION B 167555 TEXAS MEDICAL ASSOCIATION B 256956 TEXAS MEDICAL ASSOCIATION C 236520 TEXAS MEDICAL ASSOCIATION K 52055 TEXAS MEDICAL ASSOCIATION M 80000 TEXAS MEDICAL ASSOCIATION Q 86027