2024-11-04T14:55:45-06:00 2023-12-31 990 2023-01-01 746073346 TEXAS MEDICAL ASSOCIATION FOUNDATION TEXA 5123701664 401 WEST 15TH STREET AUSTIN TX 787011680 CARLA ORTIQUE PRESIDENT 5123701666 2024-11-04 0 2023 2024-10-15 13:58:12Z LISA STARK WALSH 401 WEST 15TH STREET AUSTIN TX 78701 3427537 0 X WWWW.TEXMED.ORG X 1966 TX THE FOUNDATION PROVIDES FOR PUBLIC HEALTH, MEDICAL, AND EDUCATIONAL PROGRAMS. 18 18 0 100 0 0 1002837 830905 0 0 377395 467831 -65273 84160 1314959 1382896 0 662232 0 0 0 447084 0 0 232711 0 310545 0 1419861 1314959 -36965 14038201 15515383 346794 318517 13691407 15196866 X THE FOUNDATION PROVIDES FOR PUBLIC HEALTH, MEDICAL, AND EDUCATIONAL PROGRAMS. 0 0 174011 160497 DIVERSITY AND MEDICINE SCHOLARSHIP. 113921 100409 VACCINE DEFEND WHAT MATTERS. 75825 69069 WALK WITH A DOC TEXAS. 69349 62593 HARD HATS FOR LITTLE HEADS. 64940 58184 EXCELLENCE IN SCIENCE TEACHING AWARDS PROGRAM. 88612 75100 NURSING STUDENT SCHOLARSHIPS. 47256 40500 BAYARDO MEDICAL SCHOLARSHIP GRANT PROGRAMS. 51848 31580 MEDICAL STUDENT COMMUNITY LEADERSHIP GRANTS. 51534 27211 MEDICAL COMMUNITY GRANTS. 19990 17288 TMA AND ALLIANCE SUPPORTED PROGRAMS. 20256 13500 JOHN P. MCGOVERN CHAMPION OF HEALTH AWARD 19812 6300 PATEL SCHOLARSHIP. 433597 332256 797354 1 1 0 0 0 0 0 0 0 1 0 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 10 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 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 CARLA F ORTIQUE MD PRESIDENT 2023-2024/VICE PRESIDENT 2021-2023 0.00 X X 0 0 0 MICHAEL E SPEER MD PRESIDENT 2021-2023 0.00 X X 0 0 0 SUSAN M PIKE MD IMMEDIATE PAST PRESIDENT 2022-2023 0.00 X X 0 0 0 CLIFFORD K MOY MD VICE PRESIDENT 2023-2024/TREASURER 2022-2023 0.00 X X 0 0 0 KIM M RICE MD SECRETARY 2023-2024 0.00 X X 0 0 0 DEBORAH PITTS SECRETARY2022-2023 0.00 X X 0 0 0 AMY WHITED TREASURER 2023-2024/TRUSTEE 2022-2023 0.00 X X 0 0 0 G RAY CALLAS MD TRUSTEE 0.00 X 0 0 0 GATES B COLBERT MD FASN YOUNG PHYSICIAN SECTION REPRESENTATIVE 2022-2023 0.00 X 0 0 0 JOY LO CHEN MD YOUNG PHYSICIAN SECTION REPRESENTATIVE 2023-2024 0.00 X 0 0 0 ANGELA B DONAHUE TRUSTEE 0.00 X 0 0 0 ASHANTI DUNMEYER MD RESIDENT AND FELLOWS SECTION REPRESENTATIVE 2022-2 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 STEVEN H KELDER MPH PHD TRUSTEE 0.00 X 0 0 0 PRUTHALI KULKARNI DO RESIDENT AND FELLOWS SECTION REPRESENTATIVE 2023-2 0.00 X 0 0 0 DAVID LANDRY TRUSTEE 0.00 X 0 0 0 PARKER MITCHELL MEDICAL STUDENT SECTION REPRESENTATIVE 2022-2023 0.00 X 0 0 0 SUNSHINE MOORE TRUSTEE 0.00 X 0 0 0 YUSUF MUFTI MEDICAL STUDENT SECTION REPRESENTATIVE 2023-2025 0.00 X 0 0 0 RICHARD W RICK SNYDER II MD TRUSTEE 0.00 X 0 0 0 STUART C PICKELL MD FACP FAAP TRUSTEE 0.00 X 0 0 0 LISA STARK WALSH EXECUTIVE DIRECTOR 40.00 X 136980 0 38134 136980 0 38134 1 0 1 0 0 182630 223654 424621 23221 830905 376109 376109 1929293 1837571 91722 91722 91722 253216 182630 207070 46146 46146 ADMINISTRATIVE FEES 900099 37093 37093 PAINTING SALES 900099 921 921 38014 1382896 38014 0 513977 662232 662232 175114 43779 52534 78801 198161 60891 34048 103222 16996 4807 3904 8285 30018 8489 6896 14633 26795 7578 6155 13062 80000 80000 15750 15750 40793 40793 32893 32893 6208 539 5669 39874 39874 27117 9039 9039 9039 52413 52413 12090 12090 3407 3407 1419861 797354 389796 232711 373571 290939 36150 24797 1421 7449 13627059 15192198 14038201 15515383 25850 25355 212194 214372 108750 78790 346794 318517 X 3101297 3634865 10590110 11562001 13691407 15196866 14038201 15515383 X -36965 1542149 275 X X 0 1 X 1 0 X 1433478 751447 1242218 678142 648276 4753561 1433478 751447 1242218 678142 648276 4753561 2116419 2637142 255579 245625 191995 239614 335316 1268129 6021690 1911831 0.43790 0.84050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8883587 129073 1216785 183405 98321 9947719 10304060 50247 -1289401 89940 91378 8883588 9046584 176042 1230333 144350 4531 10304078 8020509 213087 958912 143817 2107 9046584 6638063 488055 1161583 248885 18307 8020509 0.02200 0.83800 0.14000 0 0 0 X 1457726 -40518 -40518 1498244 -115348 -115348 1382896 1586138 207070 207070 1379068 40793 40793 1419861 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, 2023. 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 435846 182630 253216 20313 44823 103134 2085 38800 435846 182630 253216 20313 44823 103134 2085 38800 209155 44061 1 TEXAS MEDICAL ASSOCIATION SPECIAL FUNDS 401 WEST 15TH STREET AUSTIN TX 78701 742749879 501(C)(3) 160497 0 DIVERSITY IN MEDICINE SCHOLARSHIP TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 100409 0 VACCINES DEFEND WHAT MATTERS PROGRAM TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 69069 0 WALK WITH A DOC PROGRAM TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 62593 0 BICYCLE HELMET PROGRAM TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 58184 0 SCIENCE TEACHER AWARD PROGRAM HARRIS COUNTY MEDICAL ALLIANCE 1515 HERMANN DRIVE HOUSTON TX 77004 742188421 501(C)(3) 55000 0 NURSING SCHOLARSHIP PROGRAM TRAVIS COUNTY MEDICAL ALLIANCE 2734 E GLEN HAVEN BLVD AUSTIN TX 78752 742316620 501(C)(3) 23850 0 NURSING SCHOLARSHIP PROGRAM\MEDICAL COMMUNITY GRANT TRAVIS COUNTY MEDICAL SOCIETY 4300 N LAMAR BLVD AUSTIN TX 78756 746017762 501(C)(6) 17500 0 PHYSICIANS HEALTH/WELLNESS AND SCHOLARSHIP PROGRAMS TEXAS MEDICAL ASSOCIATION ALLIANCE 401 WEST 15TH STREET AUSTIN TX 78701 746050698 501(C)(6) 17288 0 BOOK SHARE PROGRAM LUBBOCK COUNTY MEDICAL SOCIETY 2204 ITHACA AVE STE A LUBBOCK TX 79410 752504647 501(C)(6) 11300 0 PATEL AND BAYARDO SCHOLARSHIP PROGRAMS MIDLAND COUNTY MEDICAL SOCIETY PO BOX 4121 MIDLAND TX 79704 756057955 501(C)(6) 10000 0 BAYARDO SCHOLARSHIP GRANT PROGRAMS SMITH COUNTY MEDICAL SOCIETY PO BOX 130848 TYLER TX 75713 750869892 501(C)(6) 10000 0 BAYARDO SCHOLARSHIP GRANT PROGRAMS JUBILEE PARK & COMMUNITY CENT PO BOX 140679 DALLAS TX 75214 752726296 7500 0 CHAMPION OF HEALTH AWARD BEXAR COUNTY MEDICAL SOCIETY 4334 N LOOP 1604 W STE 200 SAN ANTONIO TX 78249 741279358 501(C)(6) 7494 0 MEDICAL COMMUNITY GRANTS UT SOUTHWESTERN TMA MEDICAL ST 5323 HARRY HINES BLVD DALLAS TX 75390 742624477 501(C)(3) 6700 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 135000 0 0 0 1980 0 27000 0 11134 0 175114 0 0 0 RICHARD W SNYDER II MD TMA PRESIDENT ELECT 2022/2023 0 G RAY CALLAS MD TMA PRESIDENT ELECT 2023/2024 0 X DONATED GALA AUCTION ITEMS 44 20313 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 275. 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 IN 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 0 1 0 0 TEXAS MEDICAL ASSN SPECIAL FUNDS FOUNDATION B 160497 TEXAS MEDICAL ASSOCIATION B 290256 TEXAS MEDICAL ASSOCIATION C 223654 TEXAS MEDICAL ASSOCIATION K 52413 TEXAS MEDICAL ASSOCIATION M 80000 TEXAS MEDICAL ASSOCIATION P 482633