2024-10-16T14:22:15-05:00 2023-12-31 990 2023-01-01 746050660 PHYSICIANS BENEVOLENT FUND PHYS 5123701490 401 WEST 15TH STREET 100 AUSTIN TX 787011680 MICHAEL DARROUZET EVP/CEO 5123701300 2024-10-14 1 2023 2024-10-15 13:58:12Z MICHAEL DARROUZET 401 WEST 15TH STREET 100 AUSTIN TX 787011680 1319962 0 X WWW.TEXMED.ORG X 1963 TX THE PURPOSE FOR WHICH IT IS FORMED IS TO RECEIVE AND HOLD IN TRUST, SAFELY KEEP AND INVEST, MONEY AND OTHER REAL AND PERSONAL PROPERTY AND ACCUMULATE REVENUE AND INCOME THEREFROM, FOR THE USE AND BENEFIT OF CHARITABLE, BENEVOLENT, AND SCIENTIFIC PURPOSES, INCLUDED BUT NOT LIMITED TO (1) THE RESEARCH IN THE FIELD OF GERIATRICS, (2) THE REHABILITATION OF DESTITUTE TEXAS PHYSICIANS AND THEIR FAMILIES, (3) THE AIDING, SUPPORTING, MAINTAINING AND ASSISTING BY GIFT, DONATION OR OTHERWISE, PROJECTS OR ENDEAVORS, WHETHER INCORPORATED OR UNINCORPORATED, WHOSE OBJECTS OR PURPOSES ARE TO GIVE PHYSICAL AID, COMFORT, SUPPORT OR ASSISTANCE TO MAIMED, CRIPPLED, AGED, SICK, INFIRM, INDIGENT OR DESTITUTE TEXAS PHYSICIANS AND THEIR FAMILIES, OR TO AID, SUPPORT, MAINTAIN, ASSIST, GIVE OR DONATE TO SUCH INDIVIDUALS DIRECTLY, ALL FOR THE BETTERMENT OF MANKIND, AND FOR PURPOSES INCIDENTAL THERETO. 18 18 0 2 0 0 147199 212124 17776 21150 196557 326413 0 0 361532 559687 0 83648 0 0 0 195247 0 0 3526 0 294985 0 573880 361532 -14193 4943563 5245962 75000 44674 4868563 5201288 X THE PURPOSE FOR WHICH IT IS FORMED IS TO RECEIVE AND HOLD IN TRUST, SAFELY KEEP AND INVEST, MONEY AND OTHER REAL AND PERSONAL PROPERTY AND ACCUMULATE REVENUE AND INCOME THEREFROM, FOR THE USE AND BENEFIT OF CHARITABLE, BENEVOLENT, AND SCIENTIFIC PURPOSES, INCLUDED BUT NOT LIMITED TO (1) THE RESEARCH IN THE FIELD OF GERIATRICS, (2) THE REHABILITATION OF DESTITUTE TEXAS PHYSICIANS AND THEIR FAMILIES, (3) THE AIDING, SUPPORTING, MAINTAINING AND ASSISTING BY GIFT, DONATION OR OTHERWISE, PROJECTS OR ENDEAVORS, WHETHER INCORPORATED OR UNINCORPORATED, WHOSE OBJECTS OR PURPOSES ARE TO GIVE PHYSICAL AID, COMFORT, SUPPORT OR ASSISTANCE TO MAIMED, CRIPPLED, AGED, SICK, INFIRM, INDIGENT OR DESTITUTE TEXAS PHYSICIANS AND THEIR FAMILIES, OR TO AID, SUPPORT, MAINTAIN, ASSIST, GIVE OR DONATE TO SUCH INDIVIDUALS DIRECTLY, ALL FOR THE BETTERMENT OF MANKIND, AND FOR PURPOSES INCIDENTAL THERETO. 0 0 186279 83648 ASSIST INDIGENT OR DESTITUTE PHYSICIANS OR THEIR FAMILIES. IN 2023, $83,648 WAS PAID TO/FOR 5 PARTICIPANTS. 174668 21150 PROVIDE HEALTH WELLNESS EDUCATION AND SERVICES TO PHYSICIANS. 360947 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 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 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X STEPHEN DAVIS 5123701490 401 WEST 15TH ST STE 100 AUSTIN TX 78701 RICHARD W SNYDER II MD PRES(23-24)/PRES-ELECT(22-23) 1.00 2.00 X X 0 133333 0 GARY W FLOYD MD PRES(22-23)/IMMED PAST PRES(23-24) 1.00 2.00 X X 0 66667 0 E LINDA VILLARREAL MD IMMED PAST PRES(22-23) 0.00 2.00 X X 0 0 0 G RAY CALLAS MD PRES-ELECT(23-24)/CHAIR (22-23) 1.00 2.00 X X 0 4000 0 MICHELLE A BERGER MD SECRETARY/TREASURER(22-23) 0.00 2.00 X X 0 0 0 GREGORY M FULLER MD SECRETARY/TREASURER(23-24) 0.00 2.00 X X 0 0 0 BRADFORD W HOLLAND MD SPEAKER OF THE HOUSE 0.00 2.00 X X 0 0 0 JOHN G FLORES MD VICE SPEAKER OF THE HOUSE 0.00 2.00 X X 0 0 0 KEITH A BOURGEOIS MD CHAIR (23-24)/VICE CHAIR (22-23) 1.00 2.00 X 0 6000 0 JOSEPH S VALENTI MD VICE CHAIR (23-24)/TRUSTEE (22-23) 0.00 2.00 X 0 0 0 JAYESH B SHAH MD SECRETARY (23-24)/TRUSTEE (22-23) 0.00 2.00 X 0 0 0 JOHN T CARLO MD TRUSTEE 0.00 2.00 X 0 0 0 LISA L EHRLICH MD TRUSTEE 0.00 2.00 X 0 0 0 CYNTHIA A JUMPER MD TRUSTEE 0.00 2.00 X 0 0 0 KIMBERLY E MONDAY MD TRUSTEE 0.00 2.00 X 0 0 0 BRADFORD S PATT MD TRUSTEE 0.00 2.00 X 0 0 0 TONY R AVENTA MD TRUSTEE 0.00 2.00 X 0 0 0 SAMUEL E MATHIS MD YOUNG PHYSICIAN MBR 0.00 2.00 X 0 0 0 ALIXANDRIA F PFEIFFER DO RESIDENT/FELLOW MBR (22-23) 0.00 2.00 X 0 0 0 SUBHAN TABBA MD RESIDENT/FELLOW MBR (23-24) 0.00 2.00 X 0 0 0 ABHISHEK DHARAN MEDICAL STUDENT MBR (22-23) 0.00 2.00 X 0 0 0 KATHERINE RUSSELL MEDICAL STUDENT MBR (23-24) 0.00 2.00 X 0 0 0 MICHAEL J DARROUZET EVP/CEO 1.00 40.00 X 0 598400 45810 JOHN E DORMAN COO 1.00 40.00 X 0 464190 78010 0 1272590 123820 0 0 1 0 0 1900 210224 212124 EDUCATIONAL MANUALS 611710 12550 12550 EDUCATIONAL PROGRAMS 611710 8600 8600 21150 120787 120787 965901 760275 205626 205626 205626 559687 21150 0 326413 83648 83648 156340 156340 14986 14986 11558 11558 12363 12363 113922 113922 3076 3076 19614 19614 7052 7052 3526 3526 20693 20693 101441 75000 26441 19627 19627 1346 1346 4688 4688 573880 360947 209407 3526 291034 320414 10464 11561 7550 30100 4634515 4883887 4943563 5245962 75000 44674 75000 44674 X 4868563 5201288 4868563 5201288 4943563 5245962 -14193 346918 0 X X 0 1 X 1 0 X X 1 TEXAS MEDICAL ASSOCIATION 741078510 10 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE ORGANIZATION 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 ORGANIZATION DOES NOT CURRENTLY HAVE ANY MATERIAL TAX POSITIONS MANAGEMENT CONSIDERS UNCERTAIN AT DECEMBER 31, 2023. 1 DIRECT CASH ASSISTANCE TO INDIGENTS. 5 83648 X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL J DARROUZET EVP/CEO 0 567000 0 0 0 31400 0 33000 0 12810 0 644210 0 0 JOHN E DORMAN COO 0 415000 0 250 0 48940 0 65200 0 12810 0 542200 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ASSOCIATE VICE PRESIDENT OF THE ASSOCIATION ACCOUNTING DEPARTMENT. PRIOR TO FILING, THE RETURN IS THOROUGHLY REVIEWED BY THE VICE PRESIDENT OF FINANCE, THE CHIEF OPERATING OFFICER, AND THE EXECUTIVE VICE PRESIDENT. THE RETURN IS MADE AVAILABLE TO ALL OFFICERS AND TRUSTEES UPON COMPLETION. 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. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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 MEETS WITH THE AUDITOR IN EXECUTIVE SESSION TO DISCUSS ANY QUESTIONS AND CONCERNS IN ABSENCE OF ASSOCIATION STAFF. TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 PROFESSIONAL ASSOCIATION SERVING TEXAS PHYSICIANS TX 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 TEXAS MEDICAL ASSOCIATION K 25005 TEXAS MEDICAL ASSOCIATION M 113922 TEXAS MEDICAL ASSOCIATION O 195247 TEXAS MEDICAL ASSOCIATION P 370619