2024-11-15T18:30:19-06:00 2023-12-31 050568611 SST ACCOUNTANTS & CONSULTANTS PLLC 12720 HILLCREST ROAD SUITE 500 DALLAS TX 752302039 990 2023-01-01 750223610 DALLAS COUNTY MEDICAL SOCIETY DALL 2149483622 611 FAIRMOUNT STREET DALLAS TX 75201 JON R ROTH EXECUTIVE VICE PRESIDENT/CEO 2149483622 2024-11-15 1 1 RYAN T SCHILHAB P01259865 9723921143 2024-11-15 2023 2024-10-15 13:58:12Z JON R ROTH 611 FAIRMOUNT STREET DALLAS TX 75201 1996625 0 X WWW.DALLAS-CMS.ORG X 1932 TX TO PROMOTE PUBLIC HEALTH AND ADVOCATE FOR PHYSICIANS AND THEIR RELATIONSHIP WITH PATIENTS. 15 15 9 153 152060 0 0 0 1904295 1818508 -69392 87271 7041 86001 1841944 1991780 0 0 0 0 1161434 1246683 0 0 0 641261 701186 1802695 1947869 39249 43911 3256331 5078567 1448788 3132654 1807543 1945913 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 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 1 1 0 0 1 38 0 1 9 1 1 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JON R ROTH 2149483622 611 FAIRMOUNT STREET DALLAS TX 75201 DEBORAH A FULLER MD PRESIDENT-ELECT/DIRECTOR 1.00 1.00 X X 0 0 0 DONNA L CASEY MD PRESIDENT/DIRECTOR 1.00 1.00 X X 0 0 0 SHAINA M DRUMMOND MD SECRETARY/TREASURER/DIRECT 1.00 1.00 X X 0 0 0 SAMUEL J CHANTILIS MD IMMEDIATE PAST PRESIDENT/D 1.00 1.00 X X 0 0 0 M BRETT COOPER MD BOARD OF CENSORS CHAIR/DIRECTOR 0.50 0.50 X X 0 0 0 GATES B COLBERT MD DIRECTOR 0.50 0.50 X 0 0 0 CAROLEE D ESTELLE MD DIRECTOR 0.50 0.50 X 0 0 0 VIJAY V GIRIDHAR MD DIRECTOR 0.50 0.50 X 0 0 0 RAJEEV JAIN MD DIRECTOR 0.50 0.50 X 0 0 0 RAMLAH KHA 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 WENDY CARMEN PARNELL MD DIRECTOR 0.50 0.50 X 0 0 0 WHITNEY L STUARD DIRECTOR 0.50 0.50 X 0 0 0 JON ROTH EXECUTIVE VP/CEO 46.00 14.00 X 330774 0 67006 ANTON FAVRAT FORMER VP OF OPERATIONS/CFO 38.00 2.00 X 83535 0 22546 GABRIELA UQUILLAS CHIEF FINANCIAL OFFICER 40.00 1.00 X 65733 0 3848 480042 0 93400 1 0 1 0 GOOD FULTON & FARRELL 3030 NOWITZKI WAY SUITE 400 DALLAS TX 75219 ARCHITECTURAL SERVICES 163862 1 MEMBERSHIP DUES 541900 1530433 1530433 DIRECTORY/JOURNAL/WEB 541800 152060 152060 MEMBERSHIP DEVELOPMENT 900003 134427 134427 ADMINISTRATION FEES - 561000 1017 1017 JOURNAL SUBSCRIPTIONS 900003 571 571 1818508 92116 92116 4845 -4845 -4845 -4845 EMPLOYEE RETENTION CRE 900099 76229 76229 DCMS PAC REVENUE 900003 9772 9772 86001 1991780 1752449 152060 87271 573442 538230 32338 35534 67139 16216 15860 10225 35107 251899 37058 83668 39936 157871 29283 7511 6729 DCMS PAC 6073 BAD DEBT EXPENSE 3750 1947869 676158 371634 76134 53720 184695 322675 31732 42408 104286 104286 7511 0 1530352 1693909 749749 2594221 3256331 5078567 403157 503350 1044891 1488147 979085 740 162072 1448788 3132654 X 1777391 1912062 30152 33851 1807543 1945913 3256331 5078567 43911 94459 0 X 0 1 X 1 0 6073 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. 0 30152 9772 6073 33851 28900 6791 5539 30152 28579 3621 3300 28900 26247 5501 3169 28579 23624 4578 1955 26247 1.00000 0 0 64601 64601 0 39685 39685 0 0 RELATED PARTY RECEIVABLE 2594221 2594221 DUE TO DCMS FOUNDATION 162072 162072 X 2070379 94459 94459 1975920 15860 15860 1991780 1932009 0 1932009 15860 15860 1947869 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, 2023 CONSISTED OF $33,851 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. PART IV THE SOCIETY COLLECTS VOLUNTARY CONTRIBUTIONS FOR A LOCAL POLITICAL ACTION COMMITTEE CALLED DCMS PAC (PAC), WHICH IS OPERATED AS A SEPARATE ACTIVITY. 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 AUDITED FINANCIAL STATEMENTS. CONTRIBUTIONS RECEIVED, WHICH ARE CONSIDERED TEMPORARILY RESTRICTED, AND AMOUNTS EXPENDED DURING THE YEAR ARE ALSO INCLUDED IN THE AUDITED FINANCIAL STATEMENTS. X X X X 0 0 0 JON ROTH EXECUTIVE VP/CEO 330774 0 0 0 0 0 32300 0 34706 0 397780 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 EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICTS OF INTEREST. 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 18 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 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 PO BOX 38206 DALLAS TX 75238 237375790 CHARITABLE TX 501(C)(3) LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DALLAS COUNTY MEDICAL SOCIETY FOUNDATION C 2563594 CASH