2025-11-17T08:24:22-06:00 2024-12-31 050568611 SST ACCOUNTANTS & CONSULTANTS PLLC 12720 HILLCREST ROAD SUITE 500 DALLAS TX 752302039 990 2024-01-01 237375790 DCMS FOUNDATION DCMS 2149483622 2611 FAIRMOUNT STREET DALLAS TX 75201 JON R ROTH EXECUTIVE VICE PRESIDENT/CEO 2149483622 2025-11-14 1 0 RYAN T SCHILHAB P01259865 9723921143 2024 2025-03-06 01:10:19Z JON R ROTH 2611 FAIRMOUNT STREET DALLAS TX 75201 170994 0 X WWW.DALLAS-CMS.ORG/DCMSFOUNDATION.CFM X 1974 TX TO IMPROVE THE QUALITY AND DISTRIBUTION OF HEALTH SERVICES THROUGHOUT DALLAS COUNTY. 13 13 3 15 0 0 688020 157582 16929 0 11946 13412 0 0 716895 170994 6755 255 0 0 0 59580 0 0 151718 200335 337674 207090 397509 509805 -226515 7743047 7808858 3974221 4252878 3768826 3555980 THE DCMS FOUNDATION'S MISSION IS TO IMPROVE THE QUALITY AND DISTRIBUTION OF HEALTH SERVICES THROUGHOUT DALLAS COUNTY. 0 0 DCMS FOUNDATION ANNUALLY HOSTS A DINNER FOR INCOMING LOCAL MEDICAL STUDENTS TO INTRODUCE THEM TO ORGANIZED MEDICINE AND PROVIDE CONTACT WITH PRACTICING PHYSICIANS. 34595 255 DCMS FOUNDATION MAKES GRANTS IN SUPPORT OF HEALTHCARE-FOCUSED SERVICE PROJECTS IN THE LOCAL AREA. 34595 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 0 0 1 1 0 1 0 1 X 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X GABRIELA UQUILLAS 2149483622 2611 FAIRMOUNT STREET DALLAS TX 75201 DEBORAH A FULLER MD PRESIDENT/DIRECTOR 1.00 1.00 X X 0 0 0 DONNA L CASEY MD IMMEDIATE PAST PRESIDENT/D 1.00 1.00 X X 0 0 0 SHAINA M DRUMMOND MD PRESIDENT-ELECT/DIRECTOR 1.00 1.00 X X 0 0 0 GATES B COLBERT MD SECRETARY/TREASURER/DIRECT 1.00 1.00 X X 0 0 0 RAJEEV JAIN MD DIRECTOR 0.50 0.50 X 0 0 0 RAGHU KRISHNAMURTHY MD DIRECTOR 0.50 0.50 X 0 0 0 AEKTA MALHOTRA MD DIRECTOR 0.50 0.50 X 0 0 0 MARCIAL ANDRES OQUENDO RINCON MD DIRECTOR 0.50 0.50 X 0 0 0 JOY LO CHEN MD BOARD OF CENSORS CHAIR/DIR 0.50 0.50 X X 0 0 0 NEERJA BHARDWAJ MD DIRECTOR 0.50 0.50 X 0 0 0 SHEILA CHHUTANI MD DIRECTOR 0.50 0.50 X 0 0 0 PHILIP P HUANG MD MPH DIRECTOR 0.50 0.50 X 0 0 0 ANIL K TIBREWAL MD DIRECTOR 0.50 0.50 X 0 0 0 JON ROTH EXECUTIVE VP/CEO 14.00 46.00 X 0 347274 72730 GABRIELA UQUILLAS CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 179561 32249 0 526835 104979 0 0 1 0 0 157582 157582 11528 11528 1884 0 1884 1884 1884 170994 0 0 13412 255 255 53063 53063 6517 6517 7350 7350 2160 2160 5770 5770 904 386 518 149790 149790 171700 34340 51510 85850 397509 34595 211196 151718 414630 82284 66429 5435 6366 2448 7137807 171700 6928867 6966107 164683 190597 162072 561987 7743047 7808858 9620 25000 1380000 1369480 2594221 2848778 3974221 4252878 X 2948310 3555980 820516 0 3768826 3555980 7743047 7808858 -226515 13668 1 0 X 0 1 X 1 0 X 37982 29173 165360 688020 157582 1078117 37982 29173 165360 688020 157582 1078117 349886 728231 40867 6102 9424 7824 11528 75745 1153862 16929 0.63110 0.58850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 820516 143808 964324 231061 657700 68245 820516 727967 137601 634507 231061 799934 71967 727967 557822 281757 39645 799934 0 0 1523891 1523891 5259544 120221 5139323 126048 23109 102939 228324 28370 199954 6966107 DUE FROM RELATED PARTY 546765 PREPAYMENTS 15222 561987 DUE TO RELATED PARTY 2764513 INTERCOMPANY ACCRUED INTEREST 84265 2848778 X 182502 13668 13668 168834 2160 2160 170994 395349 0 395349 2160 2160 397509 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS WERE RESTRICTED FOR THE FOLLOWING PURPOSES: $ 820,516 - CAMPAIGN FOR FUTURE THESE RESTRICTIONS WERE RELEASED AT THE END OF 2024. WE REPORTED THIS RELEASE OF RESTRICTION ON THE OTHER EXPENDITURE LINE. PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS - MODIFIED CASH BASIS OR ACCRUED IN THE STATEMENT OF ASSETS, LIABILITIES, AND NET ASSETS - MODIFIED CASH BASIS. FEDERAL AND STATE TAX RETURNS OF THE FOUNDATION ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. 0 0 0 0 0 0 0 0 0 JON ROTH EXECUTIVE VP/CEO 0 315774 0 31500 0 0 0 34890 0 37840 0 420004 0 0 GABRIELA UQUILLAS CHIEF FINANCIAL OFFICER 0 167561 0 12000 0 0 0 4933 0 27316 0 211810 0 0 PART I, LINE 3 DALLAS COUNTY MEDICAL SOCIETY (A RELATED ORGANIZATION) PAYS THE SALARY FOR CEO JON ROTH. DCMS USES THE FOLLOWING METHODS TO DETERMINE HIS COMPENSATION: -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART V, LINE 2B: THE THREE EMPLOYEES LISTED IN PART V, LINE 2 WERE EMPLOYED BY DALLAS COUNTY MEDICAL SOCIETY BUT PERFORMED FUNDRAISING SERVICES FOR DCMS FOUNDATION. A PORTION OF THEIR SALARIES WAS ALLOCATED TO DCMS FOUNDATION TO REFLECT THE TIME SPENT ON ITS FUNDRAISING ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE COMPLETED FORM 990 IS THEN SENT VIA EMAIL TO THE CEO FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY COVERING THE BOARD OF DIRECTORS. DIRECTORS COMPLETE ANNUAL DISCLOSURE FORMS AND REPORT POTENTIAL CONFLICTS AS THEY ARISE. DISINTERESTED BOARD MEMBERS REVIEW DISCLOSURES, AND ANY DIRECTOR WITH A CONFLICT ABSTAINS FROM RELATED DISCUSSIONS AND VOTES. THE SAME PRINCIPLES APPLY TO OFFICERS AND KEY EMPLOYEES, INCLUDING THE CEO AND CFO, WHO DISCLOSE POTENTIAL CONFLICTS TO THE BOARD AND ARE EXCLUDED FROM RELATED DECISIONS. ALL DISCLOSURES AND ACTIONS ARE DOCUMENTED IN THE MINUTES. THE POLICY IS DISTRIBUTED ANNUALLY AND REVIEWED PERIODICALLY FOR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE DCMS FOUNDATION DOES NOT COMPENSATE ITS CEO AT THIS TIME. HOWEVER, SHOULD THE CEO BE COMPENSATED A POLICY TO DETERMINE COMPENSATION IS IN PLACE. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS A COMPENSATION COMMITTEE AND REVIEWS AND APPROVES THE SALARY OF THE EXECUTIVE VICE PRESIDENT/CEO ON AN ANNUAL BASIS. ALL OTHER STAFF SALARIES ARE ESTABLISHED BY THE EXECUTIVE VICE PRESIDENT/CEO AND ARE INCLUDED AS PART OF THE ANNUAL BUDGETING PROCESS. COMPENSATION DATA FROM OTHER COUNTY AND SPECIALITY MEDICAL SOCIETIES IN TEXAS ARE REVIEWED TO DETERMINE COMPARABLE SALARIES FOR THE EXECUTIVE VICE PRESIDENT/CEO. THE ANNUAL BUDGET IS APPROVED BY THE BOARD OF DIRECTORS. 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. DALLAS COUNTY MEDICAL SOCIETY 2611 FAIRMOUNT STREET DALLAS TX 75201 750223610 MEMBERSHIP TX 501(C)(6) N/A N/A 0 DCMS PAC 2611 FAIRMOUNT STREET DALLAS TX 75201 PAC TX 527 DCMS 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DALLAS COUNTY MEDICAL SOCIETY E 254557 CASH DALLAS COUNTY MEDICAL SOCIETY D 384591 CASH