2024-11-12T16:39:47-06:00 2023-12-31 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2023-01-01 740510530 BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION BEXA 2103014391 4334 N LOOP 1604 W 2ND FLOOR SAN ANTONIO TX 78249 MELODY NEWSOM CEO/EXECUTIVE DIRECTOR 2103014391 2024-11-12 1 0 RANDY L WALKER CPA P00963779 2103669430 2023 2024-10-15 13:58:12Z MELODY NEWSOM 4334 N LOOP 1604 W 2ND FLOOR SAN ANTONIO TX 78249 899696 0 X N/A X 1920 TX MAINTENANCE OF A PUBLIC MEDICAL LIBRARY AND THE ADVANCEMENT OF THE SCIENCE AND ART OF MEDICINE. 3 3 1 4 271390 0 127399 165899 69425 86337 -17268 16874 507435 586690 686991 855800 0 0 0 0 71679 73763 0 0 0 691678 882533 763357 956296 -76366 -100496 5306588 5089418 3494908 3376692 1811680 1712726 X MAINTENANCE OF A PUBLIC MEDICAL LIBRARY AND THE ADVANCEMENT OF THE SCIENCE AND ART OF MEDICINE. 0 0 755248 86337 BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION PROVIDES AN HISTORICAL MEDICAL LIBRARY FOR THE ADVANCEMENT OF THE SCIENCE AND ART OF MEDICINE. THE LIBRARY PROVIDES A CHARITABLE VENUE FOR USE BY NON-PROFIT ENTITIES FOR CO-SPONSORSHIP OF CONFERENCES, SYMPOSIUMS AND OTHER MEDICALLY RELATED EDUCATIONAL PROGRAMS. PROGRAMS INCLUDE WOMEN IN MEDICINE PROGRAM AND THE PHYSICIAN BADGING PROGRAM. THE LIBRARY ALSO PROVIDES CONTINUING MEDICAL EDUCATION (CME) TO MEMBER PHYSICIANS AT GENERAL MEMBERSHIP MEETINGS ALONG WITH OPPORTUNITIES TO MEET TOGETHER IN PHYSICIAN COMMITTEES TO GUIDE ITS MEMBERSHIP AND THE COMMUNITY IN AREAS LIKE PUBLIC HEALTH, EMERGENCY PREPAREDNESS, PHYSICIAN WELLNESS, ETHICS, PHYSICIAN-PATIENT ISSUES AND PHYSICIAN HEALTH AND REHABILITATION. 755248 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X YVONNE NINO 2103014391 4334 N LOOP 1604 W 2ND FLOOR SAN ANTONIO TX 78249 RAJEEV SURI MD PRESIDENT 0.10 1.00 X X 0 0 0 JOHN J NAVA MD PRESIDENT ELECT 0.10 1.00 X X 0 0 0 EZEQUIEL SILVA III MD TREASURER 0.10 1.00 X X 0 0 0 MELODY NEWSOM EXECUTIVE DIRECTOR 0.10 45.00 X 0 187479 21171 0 187479 21171 1 0 1 0 0 2363 163536 165899 PROGRAM REVENUE 900099 86337 86337 86337 11666 11666 586210 0 586210 586210 271390 314820 49104 43896 5208 5208 5208 MISCELLANEOUS REVENUE 900099 480 480 480 855800 86337 271390 332174 65087 55324 9763 3316 2819 497 483 411 72 4877 4145 732 210552 168442 42110 1381 1105 276 62674 50139 12535 14200 14200 115952 98559 17393 312 312 85344 68275 17069 173886 139109 34777 4540 3632 908 PROGRAM EXPENSE 132547 132547 BAD DEBT EXPENSE 81145 16229 64916 956296 755248 201048 0 205448 140257 59573 15078 27564 64324 5555142 1143331 4522552 4411811 243904 260939 21061 14743 226486 182266 5306588 5089418 69969 71425 49756 54402 2304523 2160979 1070660 1089886 3494908 3376692 X 1511680 1412726 300000 300000 1811680 1712726 5306588 5089418 -100496 1542 0 X X 0 0 0 X 198406 159914 138703 127399 165899 790321 198406 159914 138703 127399 165899 790321 790321 393511 469123 504897 515033 597876 2480440 732 160 7274 480 480 9126 3279887 344269 0.24100 0.27410 X THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST IN THE FOLLOWING AREAS:1. THE ORGANIZATION NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC: THE TOTAL AMOUNT OF GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED EQUALS AT LEAST 10 PERCENT OF THE TOTAL SUPPORT NORMALLY RECEIVED. SPECIFICALLY, FOR 2023, THE PUBLIC SUPPORT PERCENTAGE WAS 24.10%. 2. THE ORGANIZATION IS ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS: THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, OR MEMBERSHIP GROUP INVOLVED, AND IT CARRIES ON ACTIVITIES DESIGNED TO ATTRACT SUPPORT FROM GOVERNMENTAL UNITS OR OTHER ORGANIZATIONS DESCRIBED IN SECTION 170 (B)(1)(A)(I) THROUGH (VI). SPECIFICALLY, THE ORGANIZATION SOLICITS FUNDS AND ATTRACTS SUPPORT BY PROVIDING THE SERVICES OF CONTINUING MEDICAL EDUCATION TO MEMBER PHYSICIANS AT GENERAL MEMBERSHIP MEETINGS ALONG WITH OPPORTUNITIES TO MEET TOGETHER IN PHYSICIAN COMMITTEES TO GUIDE ITS MEMBERSHIP AND THE COMMUNITY IN AREAS LIKE PUBLIC HEALTH, EMERGENCY PREPAREDNESS, PHYSICIAN WELLNESS, ETHICS, PHYSICIAN-PATIENT ISSUES AND PHYSICIAN HEALTH AND REHABILITATION. 3. SOURCES OF SUPPORT ARE FROM A REPRESENTATIVE NUMBER OF PERSONS. SPECIFICALLY, THE ORGANIZATION HAS BEEN IN EXISTENCE AS A TAX-EXEMPT ORGANIZATION SINCE 1938, PROVIDING AN HISTORICAL MEDICAL LIBRARY FOR THE ADVANCEMENT OF THE SCIENCE AND ART OF MEDICINE. THE LIBRARY PROVIDES A CHARITABLE VENUE FOR USE BY NON-PROFIT ENTITIES FOR CO-SPONSORSHIP OF CONFERENCES, SYMPOSIUMS AND OTHER MEDICALLY RELATED EDUCATIONAL PROGRAMS.4. THE ORGANIZATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. SPECIFICALLY, MORE THAN HALF OF THE GOVERNING BODY ARE PHYSICIANS, HAVING SPECIAL KNOWLEDGE OR EXPERTISE IN THE FIELD OF MEDICINE, WHICH SUPPORTS THE ORGANIZATION'S ACTIVITIES OF PROVIDING A MEDICAL LIBRARY AND CONTINUING EDUCATION TO THE MEDICAL PROFESSION, IN ORDER TO BETTER SERVE THE COMMUNITY IN WHICH THEY LIVE. 5. THE ORGANIZATION PROVIDES AVAILABILITY OF PUBLIC FACILITIES OR SERVICES. SPECIFICALLY, THE ORGANIZATION PROVIDES A MEDICAL LIBRARY AND THE SERVICES OF CONTINUING MEDICAL EDUCATION DIRECTLY FOR THE BENEFIT OF THE MEDICAL PROFESSION ON A CONTINUING BASIS. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 732. 2020 AMOUNT: $ 160. 2021 AMOUNT: $ 7,274. 2022 AMOUNT: $ 480. 2023 AMOUNT: $ 480. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1048642 1048642 4278546 921401 3357145 220221 214197 6024 7733 7733 0 4411811 NOTES PAYABLE TO RELATED ENTITIES 1089886 1089886 0 0 0 0 0 0 0 0 0 MELODY NEWSOM EXECUTIVE DIRECTOR 0 169979 0 17500 0 0 0 11550 0 9621 0 208650 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 BEXAR COUNTY MEDICAL SOCIETY, A RELATED ORGANIZATION, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION 4334 N LOOP 1604 W 2ND FLOOR SAN ANTONIO, TX 78249 EMPLOYER IDENTIFICATION NUMBER: 74-0510530 FOR THE YEAR ENDING DECEMBER 31, 2023 BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED IN DETAIL BY THE CONTROLLER AND PRESIDENT. THEN, COPIES OF THE FINAL VERSION WERE PROVIDED TO THE GOVERNING BODY VIA E-MAIL. AFTER THE DESIGNATED TIME ALLOTTED FOR BOARD REVIEW, THE TAX RETURN WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS PERIODICALLY REVIEWS THE CONFLICT OF INTEREST POLICY WITH ITS MEMBERS AND OFFICERS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS COMPARED WITH LIKE MEDICAL SOCIETIES IN TEXAS BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION IS AUDITED PERIODICALLY. IN A YEAR THAT AN AUDIT OCCURRED, THE FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A CONSOLIDATED BASIS. THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE UNDER ITS GOVERNING DOCUMENTS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BEXAR COUNTY MEDICAL SOCIETY 4334 N LOOP 1604 W 2ND FLOOR SAN ANTONIO TX 78249 741279358 SERVES AND REPRESENTS MEMBER PHYSICIANS OF BEXAR COUNTY TX 501(C)(6) N/A N/A 0 BEXAR COUNTY MEDICAL SOCIETY MANAGEMENT HOLDING COMPANY INC 4334 N LOOP 1604 W 2ND FLOOR SAN ANTONIO TX 78249 742867011 SERVICE/ADMINISTRATION TX N/A C 0 BEXAR COUNTY MEDICAL SOCIETY SERVICE BUREAU 4334 N LOOP 1604 W 2ND FLOOR SAN ANTONIO TX 78249 742261023 SERVICE/ADMINISTRATION TX N/A C 0 BEXAR CREDENTIALS VERIFICATION INC 4334 N LOOP 1604 W 2ND FLOOR SAN ANTONIO TX 78249 742892363 VERIFICATION SERVICE TX N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 BEXAR COUNTY MEDICAL SOCIETY E 200000 PROMISSORY NOTE BEXAR COUNTY MEDICAL SOCIETY E 349886 FAIR MARKET VALUE BEXAR CREDENTIALS VERIFICATION INC E 540000 PROMISSORY NOTE BEXAR CREDENTIALS VERIFICATION INC P 296 FAIR MARKET VALUE BEXAR COUNTY MEDICAL SOCIETY MANAGEMENT HOLDING COMPANY INC D 24573 PROMISSORY NOTE BEXAR COUNTY MEDICAL SOCIETY SERVICE BUREAU P 177 FAIR MARKET VALUE