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 750223610 DALLAS COUNTY MEDICAL SOCIETY DALL 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 2344061 0 X WWW.DALLAS-CMS.ORG X 1932 TX TO PROMOTE PUBLIC HEALTH AND ADVOCATE FOR PHYSICIANS AND THEIR RELATIONSHIP WITH PATIENTS. 13 13 13 153 143445 0 0 0 1818508 2019998 87271 316269 86001 7794 1991780 2344061 0 20000 0 0 1246683 1379900 0 0 0 701186 744950 1947869 2144850 43911 199211 5078567 4120858 3132654 2043466 1945913 2077392 THE MISSION OF THE DALLAS COUNTY MEDICAL SOCIETY IS TO PROMOTE PUBLIC HEALTH AND ADVOCATE FOR PHYSICIANS AND THEIR RELATIONSHIP WITH PATIENTS, WHILE UPHOLDING PROFESSIONALISM IN THE PRACTICE OF MEDICINE. 0 0 DCMS IS THE PROFESSIONAL SOCIETY FOR LICENSED PHYSICIANS PRACTICING MEDICINE IN DALLAS COUNTY, TX. DCMS PROVIDES BENEFITS AND SERVICES FOR MEMBER PHYSICIANS, RESIDENTS AND MEDICAL STUDENTS. THE SERVICES INCLUDE LOCAL ADVOCACY WITH ELECTED OFFICIALS TO ENSURE THAT PHYSICIANS ARE ABLE TO PRACTICE MEDICINE IN THE BEST INTEREST OF THEIR PATIENTS AND WITH THE HIGHEST LEVELS OF INTEGRITY AND ETHICS. DCMS ADVOCACY EFFORTS ALSO INCLUDE EDUCATING POLICY MAKERS ABOUT THE IMPORTANCE OF PUBLIC HEALTH MEASURES THAT PROTECT THE RESIDENTS OF DALLAS COUNTY. DCMS PROVIDES SEVERAL COMMUNICATION CHANNELS TO KEEP MEMBERS INFORMED OF THE LATEST ISSUES WITHIN THE PROFESSION OF MEDICINE AS WELL AS ITEMS RELATED TO MEDICAL CARE ACROSS DALLAS COUNTY. DCMS PRODUCES THE MONTHLY DALLAS MEDICAL JOURNAL (DMJ), WHICH IS THE FLAGSHIP PUBLICATION FOR SOCIETY MEMBERS. THE DMJ PROVIDES TIMELY ARTICLES ON PRACTICE MANAGEMENT, ADVOCACY, COMMUNITY OUTREACH, RESEARCH, AND PUBLIC HEALTH. DCMS ALSO PRODUCES THE ANNUAL PHYSICIAN DIRECTORY, WHICH IS A MEMBER BENEFIT THAT PROVIDES A COMPILATION OF ALL DCMS MEMBERS FOR PHYSICIANS TO USE FOR REFERRAL AND NETWORKING PURPOSES. LASTLY, DCMS PRODUCES THE DMJ E-NEWSLETTER WEEKLY, WHICH PROVIDES TIMELY AND RELEVANT INFORMATION FOR PHYSICIANS, RESIDENTS, AND MEDICAL STUDENTS. DCMS PRODUCES A NUMBER OF EDUCATION AND NETWORKING EVENTS FOR PHYSICIANS, RESIDENTS AND MEDICAL STUDENT MEMBERS. THESE EVENTS ARE DESIGNED TO PROVIDE MEMBERS WITH THE OPPORTUNITY TO NETWORK, SOCIALIZE, AND SHARE BEST PRACTICES WITH ONE ANOTHER. FORMAL EDUCATIONAL PROGRAMS ARE PROVIDED THROUGH THE DCMS CONNECT: VIRTUAL SPEAKERS SERIES, WHICH IS A RECORDED EDUCATIONAL PROGRAM OFFERED SEVERAL TIMES PER YEAR ON AN ARRAY OF DIFFERENT PRACTICE TOPICS. ADDITIONALLY, DCMS PROVIDES SOCIAL AND NETWORKING EVENTS IN LESS FORMAL SETTINGS THAT PROVIDE OPPORTUNITIES FOR PHYSICIANS TO INTERACT WITH COLLEAGUES, SEEKING/PROVIDE REFERRAL INFORMATION, AND TO BUILD COMRADERY AMONG THE PROFESSION. 0 0 1 1 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 20 0 1 13 1 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 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/DIRECTOR 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 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 KUMAR TIBREWAL MD DIRECTOR 0.50 0.50 X 0 0 0 JON ROTH EXECUTIVE VP/CEO 46.00 14.00 X 347274 0 72730 GABRIELA UQUILLAS CHIEF FINANCIAL OFFICER 40.00 1.00 X 179561 0 32249 526835 0 104979 2 0 1 0 SCOTT GILMORE THOMPSON FOUNDERS SQUARE 900 JACKSON ST 55 DALLAS TX 75202 ATTORNEY 174911 1 MEMBERSHIP DUES 541900 1673285 1673285 MEMBERSHIP DEVELOPMENT 611430 201776 201776 DIRECTORY/JOURNAL/WEB 541800 143445 143445 ADMINISTRATION FEES - 561000 852 852 JOURNAL SUBSCRIPTIONS 513120 640 640 2019998 107586 107586 208683 0 208683 208683 208683 PAC RECEIPTS 900099 7794 7794 7794 2344061 1884347 143445 316269 20000 631815 539859 58742 76042 73442 14988 61288 55000 12960 10248 31350 198253 29163 46563 36690 182185 38190 7437 NON OPERATING EXPENSES 9792 EDUCATION AND TRAINING 6815 DCMS PAC 4028 2144850 371634 208138 53720 28728 322675 84321 42408 58068 0 0 0 0 1693909 892825 2594221 2848778 5078567 4120858 503350 186482 1488147 1310321 979085 0 162072 546663 3132654 2043466 X 1912062 2039775 33851 37617 1945913 2077392 5078567 4120858 199211 -67734 2 0 X 0 1 X 1 0 4028 DCMS PAC 2611 FAIRMOUNT STREET DALLAS TX 75201 7794 0 0 0 1673285 55000 55000 250993 -195993 PART I-A THE SOCIETY OPERATES A LOCAL POLITICAL ACTION COMMITTEE CALLED DCMS PAC (PAC) AS A SEPARATE ACTIVITY. THE PAC IS CONTROLLED BY A SEPARATE COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS. PAC CONTRIBUTIONS ARE COLLECTED FROM MEMBERS ON A VOLUNTARY BASIS, AND ARE USED TO SUPPORT DALLAS COUNTY POLITICAL RACES AT THE DISCRETION OF THE COMMITTEE. THE COMMITTEE REPORTS ACTIVITY MONTHLY TO THE TEXAS ETHICS COMMITTEE. FUNDS ARE SEGREGATED IN A NON-INTEREST BEARING CHECKING ACCOUNT CONTROLLED BY THE COMMITTEE AND ARE INCLUDED IN THE FINANCIAL STATEMENTS. CONTRIBUTIONS RECEIVED, WHICH ARE CONSIDERED TEMPORARILY RESTRICTED, AND AMOUNTS EXPENDED DURING THE YEAR ARE ALSO INCLUDED IN THE FINANCIAL STATEMENTS. 33851 7794 4028 37617 30152 9772 6073 33851 28900 6791 5539 30152 28579 3621 3300 28900 26247 5501 3169 28579 1.00000 0 0 0 I/C LOAN RECEIVABLE - DCMSF 2848778 2848778 DUE TO DCMS FOUNDATION 546663 546663 X 2263367 -67734 -67734 2331101 12960 12960 2344061 2131890 0 2131890 12960 12960 2144850 PART V, LINE 4: THE SOCIETY OPERATES A LOCAL POLITICAL ACTION COMMITTEE CALLED HEALTHPAC (PAC) AS A SEPARATE ACTIVITY. THE PAC IS CONTROLLED BY A SEPARATE COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS. PAC CONTRIBUTIONS ARE COLLECTED FROM MEMBERS ON A VOLUNTARY BASIS, AND ARE USED TO SUPPORT DALLAS COUNTY POLITICAL RACES AT THE DISCRETION OF THE COMMITTEE. THE COMMITTEE REPORTS ACTIVITY MONTHLY TO THE TEXAS ETHICS COMMITTEE. FUNDS ARE SEGREGATED IN A NON-INTEREST BEARING CHECKING ACCOUNT CONTROLLED BY THE COMMITTEE AND ARE INCLUDED IN THESE COMBINED FINANCIAL STATEMENTS. CONTRIBUTIONS RECEIVED, WHICH ARE CONSIDERED RESTRICTED, AND AMOUNTS EXPENDED DURING THE YEAR ARE ALSO INCLUDED IN THESE COMBINED FINANCIAL STATEMENTS. RESTRICTED NET ASSETS AT DECEMBER 31, 2024 CONSISTED OF $37,617 FOR THE DCMS PAC. 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 CODFICATION (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 OPERATING STATEMENT OR ACCRUED IN THE STATEMENT OF FINANCIAL POSITION. FEDERAL AND STATE TAX RETURNS OF THE ENTITY ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. 0 TEXAS MEDICAL ASSOCIATES FOUNDATION 401 W 15TH STREET STE 100 AUSTIN TX 78701 746073346 10000 0 SUPPORT TEXAS INDO-AMERICAN PHYSICIANS SOCIETY 1706 N BRITAIN ROAD IRVING TX 75061 752354709 10000 0 SUPPORT 2 X X X X 0 0 0 JON ROTH EXECUTIVE VP/CEO 315774 0 31500 0 0 0 34890 0 37840 0 420004 0 0 0 GABRIELA UQUILLAS CHIEF FINANCIAL OFFICER 167561 0 12000 0 0 0 4933 0 27316 0 211810 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 DCMS IS A MEMBERSHIP ORGANIZATION. AS SUCH, THE BOARD OF DIRECTORS IS ELECTED FROM AMONG THE MEMBERS OF THE SOCIETY. ANNUALY, A NOMINATING COMMITTEE SLATES MEMBERS PROPOSED FOR THE 13-PERSON BOARD TO SERVE A TWO-YEAR TERM. THE NOMINATION COMMITTEE IS COMPRISED OF FOUR AT-LARGE MEMBERS ELECTED BY THE GENERAL MEMBERSHIP AND THE THREE MOST RECENT PAST PRESIDENTS OF THE SOCIETY. THE BOARD OF DIRECTORS IS CHARGED WITH ALL FIDUCIARY AND POLICY DECISIONS FOR THE SOCIETY WITH ALL BOARD MEMBERS HAVING AN EQUAL VOTE. THE STAFF EXECUTIVE VICE PRESIDENT/CEO OF THE SOCIETY IS A NON-VOTING MEMBER OF THE BOARD. NO MEMBER OF THE BOARD OR SOCIETY MAY RECEIVE ANY SHARE OF THE ORGANIZATION'S ASSETS, EITHER DURING OPERATIONS OR AT DISSOLUTION, AND MAY NOT SHARE IN ANY PROFITS OR LOSSES. BOARD MEMBERS ARE VOLUNTEERS AND NO BOARD MEMBER MAY RECEIVE ANY COMPENSATION FOR SERVICE ON THE BOARD. THERE ARE NOT CLASSES OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A DCMS IS A MEMBER ORGANIZATION. AS SUCH, 1) THE BOARD OF DIRECTORS IS APPOINTED FROM THE MEMBERSHIP OF THE SOCIETY. ANNUALY, A NOMINATING COMMITTEE APPOINTS MEMBERS TO A 13 SEAT BOARD TO SERVE A 3 YEAR TERM. THE NOMINATION COMMITTEE IS MADE UP OF 4 AT LARGE MEMBERS ELECTED BY THE GENERAL MEMBERSHIP, THE EXECUTIVE COMMITTEE OF THE CURRENT BOARD AND THE LAST 3 PRESIDENTS OF THE SOCIETY. 2) THE BOARD OF DIRECTORS MAKES ALL DECISIONS FOR THE SOCIETY WITH ALL BOARD MEMBERS HAVING AN EQUAL VOTE. THE EXECUTIVE OFFICER OF THE SOCIETY IS A NON-VOTING EMPLOYEE OF THE BOARD. 3) NO MEMBER OF THE SOCIETY OR IT'S BOARD MAY RECEIVE ANY SHARE OF THE ORGANIZATION'S ASSETS, EITHER DURING OPERATIONS OR AT DISSOLUTION, AND MAY NOT SHARE IN ANY PROFITS OR LOSSES. NO BOARD MEMBER RECEIVES ANY COMPENSATION. THERE ARE NOT CLASSES OF MEMBERSHIP. 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 AND OFFICERS 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 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. DCMS FOUNDATION 2611 FAIRMOUNT STREET DALLAS TX 75201 237375790 CHARITABLE TX 501(C)(3) LINE 7 DCMS 1 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 DCMS FOUNDATION D 254557 CASH DCMS FOUNDATION E 384591 CASH