2023-11-15T17:31:28-06:00 2022-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-01-01 746017762 TRAVIS COUNTY MEDICAL SOCIETY TRAV 5122061249 4300 NORTH LAMAR BOULEVARD AUSTIN TX 78756 ARLIN HALL CFO 5122061249 2023-11-15 1 ARLIN HALL 999009999 1 RENAE DUNCAN P01257722 5123462086 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARSHALL COTHRAN 4300 NORTH LAMAR BOULEVARD AUSTIN TX 78756 892525 0 X WWW.TCMS.COM X 1853 TX TCMS REPRESENTS THE MEDICAL PROFESSION IN MATTERS OF IMPORTANCE TO THE MEMBERSHIP AND THE COMMUNITY IT SERVES. 11 11 11 12 73188 19722 180119 0 1137223 741925 78711 77412 86578 73188 1482631 892525 0 0 0 0 776255 934851 0 0 0 479294 423462 1255549 1358313 227082 -465788 7062194 5927056 582475 474173 6479719 5452883 X SEE SCHEDULE O 0 0 THE SOCIETY'S SERVICES AND PROGRAMS INCLUDE:* PUBLISH AN ANNUAL MEMBERSHIP DIRECTORY, BI-MONTHLY JOURNAL, MONTHLY NEWSLETTER, WEBSITE AND OTHER PUBLICATIONS OF INTEREST TO MEMBERS.* ASSIST PHYSICIAN MEMBERS IN MATTERS OF PRACTICE MANAGEMENT, MEDICAL POLICY, PATIENT RELATIONS, PROFESSIONAL RELATIONS AND ETHICS.* PROVIDE INFORMATION, REPRESENTATION AND ASSISTANCE TO PHYSICIANS IN MATTERS OF PUBLIC POLICY* ORGANIZE COLLEGIAL EVENTS, PROGRAMS AND ACTIVITIES TO FACILITATE PHYSICIAN EDUCATION AND PROFESSIONAL NETWORKING.* ORGANIZE MEMBER PARTICIPATION IN COMMUNITY SERVICE ACTIVITIES 0 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 1 11 1 1 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 TX X APRIL P CLEAVER 5122061278 4300 NORTH LAMAR BOULEVARD AUSTIN TX 78756 BELDA ZAMORA MD MEMBER AT LARGE 1.00 X 0 0 0 ESTHER J CHEUNG-PHILLIPS MD DELEGATION REPRESENTATIVE 1.00 1.00 X 0 0 0 HOLLI SADLER MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 HILLARY MILLER MD SECRETARY/TREASURER 1.00 2.00 X 0 0 0 JONATHAN MACCLEMENTS MD PRESIDENT ELECT 1.00 2.00 X X 0 0 0 DAVID VANDER STRATEN MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 NANCY THORNE FOSTER MD IMMEDIATE PAST PRESIDENT 1.00 2.00 X X 0 0 0 TINA J PHILIP DO MEMBER AT LARGE 1.00 X 0 0 0 SCOTT W CLITHEROE MD BOARD PRESIDENT TCMS 1.00 1.00 X X 0 0 0 ALINDA R COX MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 RICARDO SOLISMD MEMBER AT LARGE 1.00 X 0 0 0 ARLIN HALL CFO 1.00 41.00 X 0 277001 29391 MARSHALL COTHRAN CSO 1.00 41.00 X 0 299838 31077 BELINDA CLARE CEO 40.00 1.00 X 228508 0 24930 MICHAEL A ROMAIN CHIEF, BOARD OF ETHICS 1.00 41.00 X 0 0 0 228508 576839 85398 1 0 1 0 0 MEMBERSHIP DUES 900099 908210 908210 SHARED MGMT/ADMIN SUPP 900099 75109 75109 OTHER MEMBER SERVICES 900099 58365 58365 SPONSORSHIPS 900099 48800 48800 EQUITY IN EARNING OF M 900099 -348559 -348559 741925 77412 77412 ADVERTISING 541800 66857 66857 AUTO & STAFFING 900099 5256 5256 MAILING LIST 541900 1075 1075 73188 892525 741925 73188 77412 253438 529155 48916 47626 55716 91896 40838 69541 5496 19762 69721 925 6147 PRINTING 34296 BADGE EXPENSES 18928 BANK FEES 14150 CREDIT CARD FEES 13140 38622 1358313 458495 174936 329 117 22961 17815 23248 23248 0 0 1490358 682293 2408465 2677661 2681586 2374234 7062194 5927056 100774 121966 477141 351605 4560 602 582475 474173 X 6479719 5452883 6479719 5452883 7062194 5927056 -465788 -602255 41207 0 X X 0 1 X 1 0 0 1 0 23248 23248 0 0 METROPOLITAN WST INTM BD 421087 F ISHARES CORE S&P 500 ETF 831815 F ISHARES S&P MIDCAP 400 INDEX 447980 F ISHARES CORE S&P SMALL CAP E 344016 F BLACKROCK STRATEGIC INC OPP I 303683 F FPA NEW INCOME FD 329080 F 2677661 INVESTMENT IN MEDICAL SERVICE BUREAU 2374234 C 2374234 AFFILIATE PAYABLES 602 602 X 290270 -602255 -602255 892525 0 892525 1358313 0 1358313 0 1358313 PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND TEXAS JURISDICTIONS. BASED ON EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2022. FOR THE YEAR ENDED DECEMBER 31, 2022, THE ORGANIZATION RECORDED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. X X 0 0 0 MARSHALL COTHRAN CSO 0 264646 0 30000 0 5192 0 20510 0 10567 0 330915 0 0 ARLIN HALL CFO 0 238986 0 33400 0 4615 0 18917 0 10474 0 306392 0 0 BELINDA CLARE CEO 199566 0 25000 0 3942 0 14351 0 10579 0 253438 0 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION GOALS: THE SOCIETY'S GOALS INCLUDE MAINTAINING HIGH STANDARDS OF MEDICAL PRACTICE, PROFESSIONALISM, AND ETHICAL CONDUCT; PROMOTING THE COMMON INTERESTS AND UNITY OF PHYSICIANS IN OUR COMMUNITY; AND PROVIDING REPRESENTATION AND ADVOCACY FOR PATIENTS AND PHYSICIANS AT ALL LEVELS OF GOVERNMENT AND MEDICINE. IT SPONSORS VARIOUS PROGRAMS AND ACTIVITIES ADDRESSING LOCAL NEEDS AND CONTRIBUTING TO A HEALTHIER COMMUNITY. FORM 990, PART VI, SECTION A, LINE 6 EVERY REPUTABLE, LEGALLY QUALIFIED PHYSICIAN AND MEDICAL STUDENT IN TRAVIS COUNTY WHO MEETS THE REQUIREMENTS FOR MEMBERSHIP IN THE TEXAS MEDICAL ASSOCIATION SHALL BE ELIGIBLE FOR MEMBERSHIP IN TRAVIS COUNTY MEDICAL SOCIETY ("THE SOCIETY"). FORM 990, PART VI, SECTION A, LINE 7A THE TWELVE MEMBERS OF THE EXECUTIVE BOARD ARE ELECTED AS FOLLOWS: THREE OFFICERS AND SIX MEMBERS AT LARGE OF THE EXECUTIVE BOARD ARE ELECTED BY THE MEMBERSHIP IN ACCORDANCE WITH THE ELECTION PROCESS PROVIDED IN THE BYLAWS; THE CHAIR OF THE BOARD OF ETHICS FILLS A SLOTTED POSITION ON THE EXECUTIVE BOARD AND IS ELECTED BY THE BOARD OF ETHICS; A REPRESENTATIVE OF THE SOCIETY'S DELEGATION TO THE TEXAS MEDICAL ASSOCIATION'S HOUSE OF DELEGATES FILLS A SLOTTED POSITION ON THE EXECUTIVE BOARD AND IS ELECTED BY THE DELEGATION. FORM 990, PART VI, SECTION A, LINE 7B IN ACCORDANCE WITH THE SOCIETY'S BYLAWS, THE MEMBERS APPROVE AMENDMENTS TO THE CONSTITUTION AND BYLAWS EXCEPT FOR COMPLIANCE AMENDMENTS MADE BY THE COMMITTEE ON CONSTITUTION AND BYLAWS TO RESOLVE ANY CONFLICTS WITH THE CONSTITUTION AND BYLAWS OF THE TEXAS MEDICAL ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS GIVEN TO THE CEO, CFO AND EACH MEMBER OF THE FINANCE COMMITTEE PRIOR TO FILING. THE BOARD HAS DELEGATED THE DUTY TO REVIEW FORM 990 TO THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE ANNUAL DISCLOSURES REQUIRED OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES FOR INTERESTS THAT COULD GIVE RISE TO CONFLICT. COI POLICY IS PRESENTED PERIODICALLY (AT LEAST ANNUALLY) TO BOARD AND EACH MEMBER REVIEWS AND ATTESTS TO THEIR LACK OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE DIRECTOR OF HUMAN RESOURCE OFFICER (DHR) PARTICIPATES IN MULTIPLE EXTERNAL SALARY SURVEYS ANNUALLY AND PRESENTS THE FINDINGS TO THE CEO. THE CEO DETERMINES THE SALARIES FOR ALL KEY EMPLOYEES EXCEPT HIMSELF. THE BOARD DETERMINES SALARY FOR THE CEO BASED ON DHR'S SURVEY FINDINGS AND THE CEO'S WORK. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST PART XII, LINE 2C EXPLANATION THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE FINANCE COMMITTEE HAS NOT CHANGED SINCE PRIOR YEAR. 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