2024-11-14T10:34:58-06:00 2023-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2023-01-01 741720086 TRAVIS COUNTY MEDICAL SOCIETY FOUNDATION TRAV 5122061164 4300 NORTH LAMAR BOULEVARD AUSTIN TX 78756 ARLIN HALL CFO 5122061164 2024-11-14 1 1 RENAE DUNCAN P01257722 5123462086 2024-11-11 2023 2024-10-15 13:58:12Z MARSHALL COTHRAN 4300 NORTH LAMAR BOULEVARD AUSTIN TX 78756 503577 0 X WWW.PROJECTACCESSAUSTIN.COM X 1971 TX TO FACILITATE AND ORGANIZE ACCESS TO HEALTHCARE FOR UNINSURED PATIENTS IN CENTRAL TEXAS; TO PROMOTE MEDICAL EDUCATION AND PROVIDE EDUCATIONAL ACTIVITIES FOR THE MEDICAL COMMUNITY IN CENTRAL TEXAS; TO PROVIDE MEDICAL STUDENT SCHOLARSHIPS; TO SUPPORT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES OF THE TRAVIS COUNTY MEDICAL SOCIETY. 12 12 0 100 0 0 441760 359411 45228 90989 44398 53177 860 0 532246 503577 89014 118100 0 0 200242 197382 0 0 0 314980 397857 604236 713339 -71990 -209762 2195400 2242368 212442 45969 1982958 2196399 X TO SUPPORT AND ADMINISTER THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE TRAVIS COUNTY MEDICAL SOCIETY. 0 1 264028 EXPENDITURES INCURRED RELATED TO SUPPORT FOR EXEMPT ORGANIZATIONS PROVIDING INDIGENT CARE. 260435 90989 PROMOTING MEDICAL EDUCATION IN CENTRAL TEXAS; PROVIDING EDUCATIONAL ACTIVITIES FOR THE MEDICAL COMMUNITY; SUPPORT OF CHARITABLE ACTIVITIES THAT CONTRIBUTE TO A HEALTHIER COMMUNITY. 126800 118100 PROVIDING MEDICAL STUDENT SCHOLARSHIPS 651263 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X APRIL CLEAVER 5122061278 4300 N LAMAR BLVD AUSTIN TX 78756 MICHAEL A ROMAIN CHAIR, BOARD OF ETHICS 1.00 1.00 X X 0 0 0 JONATHAN MACCLEMENTS MD PRESIDENT 1.00 2.00 X X 0 0 0 TINA J PHILIP MD PRESIDENT ELECT 1.00 2.00 X X 0 0 0 SCOTT W CLITHEROE MD 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 HOLLI SADLER MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 ALINDA R COX MD MEMBER AT LARGE 1.00 1.00 X 0 0 0 RICHARD SOLIS 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 MARIA CLAIRE MONGE 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 ESTHER J CHEUNG-PHILLIPS MD DELEGATION REPRESENTATIVE 1.00 1.00 X 0 0 0 BELINDA CLARE CEO 1.00 40.00 X 0 250718 28084 MARSHALL COTHRAN CSO 1.00 41.00 X 0 260191 34218 ARLIN HALL CFO 1.00 41.00 X 0 261301 30146 0 772210 92448 0 0 1 0 0 247500 111911 359411 PHYSICIAN WELLNESS PRO 900099 90989 90989 90989 53177 53177 503577 90989 0 53177 X 85600 85600 32500 32500 157002 157002 28005 28005 12375 12375 25292 25292 28335 8618 19717 279127 279127 227 227 11 11 190 190 9025 9025 22365 22365 4260 4260 DUES AND SUBSCRIPTIONS 9447 9447 BANK FEES 8042 8042 PRINTING 6315 6315 TRAINING & CONTINUING E 3364 3364 1857 1857 713339 651263 62076 0 76710 164665 165310 100 3713 240 0 0 363229 339347 1586438 1738016 2195400 2242368 21451 27888 190845 146 18081 212442 45969 X 1848649 1873000 134309 323399 1982958 2196399 2195400 2242368 -209762 232358 190845 0 X X 0 1 X 1 0 X 476432 569868 420347 441760 359411 2267818 476432 569868 420347 441760 359411 2267818 2267818 48149 38740 45281 44398 53177 229745 150 67 860 1077 2498640 183245 0.90760 0.91670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ISHARES S&P MIDCAP 400 INDEX 280476 F ISHARES SP SMALLCAP 600 INDEX 205134 F ISHARES CORE S&P 500 ETF 580798 F METROPOLITAN WST INTM BD I 289006 F ISHARES CORE MSCI EAFEETF 124871 F JPMORGAN STRAT INC OPPORT I 126574 F PIMCO INCOME I2 131157 F 1738016 AFFILIATE PAYABLE 18081 18081 X 828433 232358 92498 324856 503577 0 503577 805837 92498 92498 713339 0 713339 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 TRAVIS COUNTY MEDICAL ALLIANCE FOUNDATION 4300 N LAMAR BLVD AUSTIN TX 78756 742316620 501(C)(3) 30000 0 2023 GALA 1 0 SCHOLARSHIPS FOR MEDICAL SCHOOL 7 32500 SCHEDULE I, PART III: SCHOLARSHIPS ARE PAID ON BEHALF OF THE STUDENT TO THE EDUCATION FACILITY. 0 0 0 0 0 0 0 0 0 MARSHALL COTHRAN CSO 0 236376 0 19200 0 4615 0 17699 0 16519 0 294409 0 0 ARLIN HALL CFO 0 237486 0 19200 0 4615 0 17699 0 12447 0 291447 0 0 BELINDA CLARE CEO 0 226295 0 20000 0 4423 0 15860 0 12224 0 278802 0 0 FORM 990, PART III, LINE 3 ACCESS TO HEALTHCARE FOR UNINSURED PATIENTS ENDED 9/30/24. THE ORGANIZATION ADDED MENTAL HEALTH AND COUNSELING SERVICES FOR MEMBER PHYSICIANS AND THIER FAMILIES. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION IS TRAVIS COUNTY MEDICAL SOCIETY ("THE SOCIETY"). FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES OF THE FOUNDATION CONSISTS OF, AND IS ONE AND THE SAME AS, THE EXECUTIVE BOARD OF THE FOUNDATION'S SOLE MEMBER, THE TRAVIS COUNTY MEDICAL SOCIETY. 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. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G PROJECT ACCESS - PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 14,336. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,336. PHYSICIANS WELLNESS PROGRAM - PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 256,091. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 256,091. OTHER PROFESSIONAL FEES-EDUCATION & SCHOLARSHIPS: PROGRAM SERVICE EXPENSES 8,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,700. PART XII, LINE 2C EXPLANATION THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE FINANCE COMMITTEE HAS NOT CHANGED SINCE PRIOR YEAR. TRAVIS COUNTY MEDICAL SOCIETY 4300 NORTH LAMAR BLVD AUSTIN TX 78756 746017762 TO SERVE AND REPRESENT THE MEDICAL PROFESSION TX 501(C)(6) 0 WE ARE BLOOD 4300 NORTH LAMAR BLVD AUSTIN TX 78756 741366292 TO PROVIDE BLOOD & TISSUE PRODUCTS & SERVICES TO HOSPITALS & SURGERY CENTERS TX 501(C)(3) LINE 10 0 THE MEDICAL SERVICE BUREAU INC 4300 NORTH LAMAR BLVD AUSTIN TX 78756 741269591 RECORDS STORAGE AND OTHER DOCUMENT AND DATA SERVICES TX TRAVIS COUNTY MEDICAL SOCIETY C 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 TRAVIS COUNTY MEDICAL SOCIETY M 186202 FMV