2025-11-10T10:51:22-06:00 2024-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2024-01-01 746017762 TRAVIS COUNTY MEDICAL SOCIETY TRAV 5122061249 4300 NORTH LAMAR BOULEVARD AUSTIN TX 78756 ARLIN HALL CFO 5122061249 2025-11-07 1 1 RENAE DUNCAN P01257722 5123462086 2025-11-06 2024 2025-03-06 01:10:19Z TROY ALEXANDER 4300 NORTH LAMAR BOULEVARD AUSTIN TX 78756 916250 0 X WWW.TCMS.COM X 1853 TX TRAVIS COUNTY MEDICAL SOCIETY (TCMS) REPRESENTS THE MEDICAL PROFESSION IN MATTERS OF IMPORTANCE TO THE MEMBERSHIP AND THE COMMUNITY IT SERVES. 12 12 8 12 44771 2204 80211 0 878070 756580 98136 114899 90868 44771 1147285 916250 0 0 0 0 959615 867541 0 0 0 317463 278933 1277078 1146474 -129793 -230224 6284372 6426163 484067 520438 5800305 5905725 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 0 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 2 0 1 8 1 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X APRIL P CLEAVER 5122061278 4300 NORTH LAMAR BOULEVARD AUSTIN TX 78756 TINA J PHILIP DO BOARD PRESIDENT TCMS 1.00 2.00 X X 0 0 0 HOLLI SADLER MD PRESIDENT ELECT 1.00 2.00 X X 0 0 0 JONATHAN MACCLEMENTS MD IMMEDIATE PAST PRESIDENT 1.00 2.00 X X 0 0 0 HILLARY MILLER MD SECRETARY/TREASURER 1.00 2.00 X X 0 0 0 MICHAEL A ROMAIN CHAIR, BOARD OF ETHICS 1.00 1.00 X X 0 0 0 ESTHER J CHEUNG-PHILLIPS MD DELEGATION REPRESENTATIVE 1.00 1.00 X 0 0 0 MARIA CLAIRE MONGE MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 HANOCH A PATT MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 RICARDO SOLISMD MEMBER AT LARGE 1.00 1.00 X 0 0 0 JOHN F VILLACIS MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 J STUART WOLF JR MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 BELDA ZAMORA MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 ARLIN HALL CFO 1.00 41.00 X 0 275886 33107 MARSHALL COTHRAN CSO 1.00 41.00 X 0 235474 24074 BELINDA CLARE CEO 40.00 1.00 X 269716 0 32255 CHANTEL PEARSON COO 1.00 41.00 X 0 126048 8922 SARA FINNEGAN CPO 1.00 41.00 X 0 168600 40215 269716 806008 138573 1 0 1 0 0 MEMBERSHIP DUES 900099 880286 880286 SHARED MGMT/ADMIN SUPP 900099 91393 91393 SPONSORSHIPS 900099 52000 52000 OTHER MEMBER SERVICES 900099 40595 40595 EQUITY IN EARNING OF M 900099 -307694 -307694 756580 114899 114899 ADVERTISING 541800 40526 40526 AUTO & STAFFING 900099 3700 3700 MAILING LIST 541900 545 545 44771 916250 756580 44771 114899 301971 450699 29620 35482 49769 31043 24048 45683 15 12863 17648 81111 194 3761 UBI TAXES 7401 CREDIT CARD & BANK FEES 33628 PROFESSIONAL DEVELOPMEN 9797 BADGE EXPENSES 7129 4612 1146474 270179 292338 23207 12365 6271 11048 23248 23248 0 0 803848 834374 3060527 3463392 2120340 1812646 6284372 6426163 66427 58715 416880 461563 760 160 484067 520438 X 5800305 5905725 5800305 5905725 6284372 6426163 -230224 335644 0 X X 0 1 X 1 0 0 1 0 23248 23248 0 0 METROPOLITAN WST INTM BD 454082 F ISHARES CORE S&P 500 ETF 1298039 F ISHARES S&P MIDCAP 400 INDEX 593627 F ISHARES CORE S&P SMALL CAP E 433342 F BLACKROCK STRATEGIC INC OPP I 342952 F ISHARES CORE MSCI EAFE ETF 341350 F 3463392 INVESTMENT IN MEDICAL SERVICE BUREAU 1812646 C 1812646 AFFILIATE PAYABLES 160 160 1251894 335644 335644 916250 0 916250 1146474 0 1146474 0 1146474 X X 0 0 0 ARLIN HALL CFO 0 243785 0 27324 0 4777 0 17992 0 15115 0 308993 0 0 BELINDA CLARE CEO 249716 0 20000 0 0 0 16433 0 15822 0 301971 0 0 0 MARSHALL COTHRAN CSO 0 208336 0 23100 0 4038 0 15676 0 8398 0 259548 0 0 SARA FINNEGAN CPO 0 149245 0 19355 0 0 0 17129 0 23086 0 208815 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: FOUR 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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