2025-09-26T11:35:01-05:00 2024-12-31 990 2024-01-01 746073346 TEXAS MEDICAL ASSOCIATION FOUNDATION TEXA 5123701664 401 WEST 15TH STREET AUSTIN TX 787011680 CLIFFORD MOY PRESIDENT 5123701666 2025-09-26 1 2024 2025-03-06 01:10:19Z LISA STARK WALSH 401 WEST 15TH STREET AUSTIN TX 78701 2538996 0 X WWWW.TEXMED.ORG X 1966 TX THE FOUNDATION PROVIDES FOR PUBLIC HEALTH, MEDICAL, AND EDUCATIONAL PROGRAMS. 18 18 0 100 0 0 830905 822381 0 0 467831 727153 84160 127633 1382896 1677167 662232 663217 0 0 447084 411442 0 0 196415 310545 295818 1419861 1370477 -36965 306690 15515383 16951177 318517 334450 15196866 16616727 X THE FOUNDATION PROVIDES FOR PUBLIC HEALTH, MEDICAL, AND EDUCATIONAL PROGRAMS. 0 0 154753 141212 DIVERSITY IN MEDICINE SCHOLARSHIP. 85997 72458 VACCINES DEFEND WHAT MATTERS. 83493 76723 WALK WITH A DOC TEXAS. 56392 49623 HARD HATS FOR LITTLE HEADS. 64680 57911 EXCELLENCE IN SCIENCE TEACHING AWARDS PROGRAM. 153639 140100 NURSING STUDENT SCHOLARSHIPS. 57620 33250 MEDICAL COMMUNITY GRANTS. 41199 20893 MEDICAL STUDENT COMMUNITY LEADERSHIP GRANTS. 35769 29000 BAYARDO MEDICAL SCHOLARSHIP GRANT PROGRAMS. 25055 22347 TMA AND ALLIANCE SUPPORTED PROGRAMS. 17739 4200 PATEL SCHOLARSHIP. 17269 10500 JOHN P. MCGOVERN CHAMPION OF HEALTH AWARD. 5000 5000 LEADERSHIP IN MEDICINE LECTURESHIP. 474362 372824 798605 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 1 8 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X STEPHEN DAVIS 5123701490 401 WEST 15TH STREET AUTSTIN TX 78701 CARLA F ORTIQUE MD PRESIDENT 2023-2024 0.00 X X 0 0 0 MICHAEL E SPEER MD IMMEDIATE PAST PRESIDENT 2023-2024 0.00 X X 0 0 0 CLIFFORD K MOY MD VICE PRESIDENT 2023-2024 0.00 X X 0 0 0 KIM M RICE MD SECRETARY 2023-2024 0.00 X X 0 0 0 AMY WHITED TREASURER 2023-2024 0.00 X X 0 0 0 G RAY CALLAS MD TRUSTEE 0.00 X 0 0 0 KIMBERLY CARTER MD TRUSTEE 0.00 X 0 0 0 JOY LO CHEN MD YOUNG PHYSICIAN SECTION REPRESENTATIVE 23-24 0.00 X 0 0 0 ANGELA B DONAHUE TRUSTEE 0.00 X 0 0 0 MAX GALVAN MD RESIDENT AND FELLOWS SECTION REPRESENTATIVE 24-25 0.00 X 0 0 0 CURTIS ERIC GREY MD TRUSTEE 0.00 X 0 0 0 ZISHAN HIRANI MD YOUNG PHYSICIAN SECTION REPRESENTATIVE 24-25 0.00 X 0 0 0 ISABEL V HOVERMAN MD TRUSTEE 0.00 X 0 0 0 PRUTHALI KULKARNI DO RESIDENT AND FELLOWS SECTION REPRESENTATIVE 23-24 0.00 X 0 0 0 DAVID LANDRY TRUSTEE 0.00 X 0 0 0 DEBBIE MASSINGILL TRUSTEE 0.00 X 0 0 0 LI-YU H MITCHELL MD TRUSTEE 0.00 X 0 0 0 SUNSHINE MOORE EXEC-COMM. MEMBER AT LARGE 0.00 X 0 0 0 MIKE MOSKOVITZ TRUSTEE 0.00 X 0 0 0 YUSUF MUFTI TRUSTEE 0.00 X 0 0 0 CRAIG NORMAN RPH TRUSTEE 0.00 X 0 0 0 PETER PARK TRUSTEE 0.00 X 0 0 0 STUART C PICKELL MD FACP FAAP TRUSTEE 0.00 X 0 0 0 DEBORAH PITTS TRUSTEE 0.00 X 0 0 0 MELISSA ROWAN MSW MBA TRUSTEE 0.00 X 0 0 0 JAYESH B SHAH MD TRUSTEE 0.00 X 0 0 0 JOI SMITH TRUSTEE 0.00 X 0 0 0 NATASHA TOPOLSKI MEDICAL STUDENT SECTION REPRESENTATIVE 24-25 0.00 X 0 0 0 LISA STARK WALSH EXECUTIVE DIRECTOR 40.00 X 141080 0 39908 141080 0 39908 1 0 1 0 0 148408 232250 441723 31610 822381 411664 411664 941699 626210 315489 315489 315489 325542 148408 235619 89923 89923 ADMINISTRATIVE FEES 900099 37710 37710 37710 1677167 37710 0 817076 663217 663217 180988 45247 63346 72395 162831 56993 28203 77635 17938 5364 4756 7818 25278 7559 6702 11017 24407 7298 6472 10637 80000 80000 16275 16275 46763 46763 23410 23410 5076 546 4530 44782 44782 37145 12381 12381 12383 34363 34363 7519 7519 485 485 1370477 798605 375457 196415 290939 367963 24797 32916 7449 5194 15192198 16545104 15515383 16951177 25355 24411 214372 206039 78790 104000 318517 334450 X 3634865 4074330 11562001 12542397 15196866 16616727 15515383 16951177 306690 1113171 0 X X 0 1 X 1 0 X 751447 1242218 678142 648276 673972 3994055 751447 1242218 678142 648276 673972 3994055 1616523 2377532 245625 191995 239614 335316 364900 1377450 5371505 2016825 0.44260 0.43790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9947719 49700 1132775 201139 97974 10831081 8883587 129073 1216785 183405 98321 9947719 10304060 50247 -1289401 89940 91378 8883588 9046584 176042 1230333 144350 4531 10304078 8020509 213087 958912 143817 2107 9046584 0.02100 0.83800 0.14100 0 0 0 X 1550534 -46763 -46763 1597297 79870 79870 1677167 1559333 235619 235619 1323714 46763 46763 1370477 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN MADE. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD FOR THE RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS, WHICH INCLUDES THE ACCOUNTING FOR INTEREST AND PENALTIES RELATING TO TAX POSITIONS. THE FOUNDATION DOES NOT CURRENTLY HAVE ANY MATERIAL TAX POSITIONS MANAGEMENT CONSIDERS UNCERTAIN AT DECEMBER 31, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REALIZED GAIN/(LOSS) PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES ANNUAL GALA 473950 148408 325542 30639 68266 81321 8650 55393 473950 148408 325542 30639 68266 81321 8650 55393 244269 81273 1 HARRIS COUNTY MEDICAL ALLIANCE 1515 HERMANN DRIVE HOUSTON TX 77004 742188421 501(C)(3) 120000 0 NURSING SCHOLARSHIP PROGRAM TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 114312 0 VACCINES DEFEND WHAT MATTERS PROGRAM TEXAS MEDICAL ASSOCIATION SPECIAL FUNDS 401 WEST 15TH STREET AUSTIN TX 78701 742749879 501(C)(3) 114312 0 DIVERSITY IN MEDICINE SCHOLARSHIP TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 76724 0 WALK WITH A DOC TEXAS PROGRAM TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 57911 0 SCIENCE TEACHER AWARD PROGRAM TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 501(C)(6) 49623 0 BICYCLE HELMET PROGRAM TRAVIS COUNTY MEDICAL ALLIANCE 2734 E GLEN HAVEN BLVD AUSTIN TX 78752 742316620 501(C)(3) 23850 0 NURSING SCHOLARSHIP PROGRAM\MEDICAL COMMUNITY GRANT TMA ALLIANCE 401 WEST 15TH STREET AUSTIN TX 78701 746050698 501(C)(6) 22347 0 BOOK SHARE PROGRAM TRAVIS COUNTY MEDICAL SOCIETY 4300 N LAMAR BLVD AUSTIN TX 78756 746017762 501(C)(6) 17500 0 MEDICAL COMMUNITY GRANT AND BAYARDO SCHOLARSHIP PROGRAMS MIDLAND COUNTY MEDICAL SOCIETY PO BOX 4121 MIDLAND TX 79704 756057955 501(C)(6) 10000 0 BAYARDO SCHOLARSHIP GRANT PROGRAMS LUBBOCK COUNTY MEDICAL SOCIETY 2204 ITHACA AVE STE A LUBBOCK TX 79410 752504647 501(C)(6) 9200 0 PATEL AND BAYARDO SCHOLARSHIP PROGRAMS BEXAR COUNTY MEDICAL SOCIETY 4334 N LOOP 1604 W STE 200 SAN ANTONIO TX 78249 741279358 501(C)(6) 7500 0 MEDICAL COMMUNITY GRANTS COMAL COUNTY MEDICAL SOCIETY PO BOX 310416 NEW BRAUNFELS TX 78130 742513398 501(C)(6) 7500 0 MEDICAL COMMUNITY GRANTS ST VINCENT'S CLINIC 2817 POST OFFICE ST GALVESTON TX 77550 611619240 501(C)(3) 7500 0 CHAMPION OF HEALTH AWARD DELL MEDICAL SCHOOL TMA CHAPTER 1501 RED RIVER ST MAIL CODE Z0100 AUSTIN TX 78712 746000203 5002 0 MEDICAL STUDENT COMMUNITY LEADERSHIP GRANTS PART I, LINE 2: ALL ORGANIZATIONS THAT RECEIVE GRANT FUNDING FROM TMAF ARE REQUIRED TO SIGN TMAF'S GRANT CONTRACT WHICH STIPULATES THE TERMS OF THE GRANT FUNDING. ONE SUCH REQUIREMENT IS TO SUBMIT BOTH A MID-YEAR AND FINAL PROGRESS REPORT ON BOTH THE FUNDED PROGRAM OUTCOMES AND BUDGET. IN ADDITION TO AN ACCOUNTING OF TMAF FUNDS, TMAF REQUESTS THAT ANY UNEXPENDED GRANT MONIES BE RETURNED TO TMAF IMMEDIATELY FOLLOWING COMPLETION OF THE FUNDED PROGRAM. X X 0 0 0 0 0 0 0 0 0 LISA STARK WALSH EXECUTIVE DIRECTOR 139100 0 0 0 1980 0 27820 0 12088 0 180988 0 0 0 G RAY CALLAS MD TMA PRESIDENT ELECT 2023/2024 0 JAYESH B SHAH MD TMA PRESIDENT ELECT 2024/2025 0 X DONATED GALA AUCTION ITEMS 32 30639 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 CHANGES TO THE BY-LAWS INLCUDED A REDUCED NUMBER OF BOARD MEMBERS. IN CONSULTATION WITH THE TMA OFFICE OF THE GENERAL COUNSEL, THE TMAF BYLAWS WERE MODIFIED TO REFLECT A PROCESS TO ACHIEVE THE BOARD DIRECTIVE TOWARDS THE GOAL OF A 19-MEMBER BOARD, COMPRISED OF THE FOLLOWING NUMBER OF EACH MEMBER TYPE. THE BOARD APPROVED THE MODIFIED BYLAWS AT ITS SEPTEMBER 2019 BOARD MEETING TO ACHIEVE THE FOLLOWING COMPOSITION: 10 TMA PHYSICIAN MEMBERS 3 TMA ALLIANCE MEMBERS 4 MEMBERS OF THE LAY COMMUNITY (PUBLIC MEMBERS) 2 TMA MEDICAL STUDENT SECTION REPRESENTATIVES DURING THE PERIOD OF SEPTEMBER 2019-DECEMBER 2023, THIS DIRECTIVE WAS ACCOMPLISHED. THE RECOMMENDATION TO APPROVE THE CHANGES IN THE BYLAWS AT ITS JANUARY 2024 BOARD MEETING WAS THUS APPROVED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE MANAGER OF THE TEXAS MEDICAL ASSOCIATION ACCOUNTING DEPARTMENT. PRIOR TO FILING, THE RETURN IS THOROUGHLY REVIEWED BY THE TEXAS MEDICAL ASSOCIATION FOUNDATION EXECUTIVE DIRECTOR. THE RETURN IS MADE AVAILABLE TO ALL TEXAS MEDICAL ASSOCATION FOUNDATION OFFICERS AND TRUSTEES UPON COMPLETION AND PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE OF AFFILIATIONS QUESTIONNAIRE IS SUBMITTED BY ALL OFFICERS AND TRUSTEES ANNUALLY. THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE BEGINNING OF ALL BOARD MEETINGS AND A BASIC CONFLICT OF INTEREST DISCLOSURE FORM IS COMPLETED AND SIGNED BY EACH BOARD MEMBER PRIOR TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR SALARY IS REVIEWED BY TEXAS MEDICAL ASSOCIATION HR DIRECTOR AND INDEPENDENT COMPENSATION CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES APPROVES SELECTION OF INDEPENDENT AUDITOR. THE ANNUAL AUDIT REPORT IS FORMALLY PRESENTED TO THE BOARD BY THE AUDIT FIRM PARTNER RESPONSIBLE FOR THE ENGAGEMENT. AT THIS TIME, THE BOARD ALSO HAS THE OPPORTUNITY TO MEET WITH THE AUDITOR IN EXECUTIVE SESSION TO DISCUSS ANY QUESTIONS AND CONCERNS IN ABSENCE OF FOUNDATION STAFF. TEXAS MEDICAL ASSOCIATION 401 WEST 15TH STREET AUSTIN TX 78701 741078510 PROFESSIONAL ASSOCIATION SERVING TEXAS PHYSICIANS TX 501(C)(6) 0 TEXAS MEDICAL ASSN SPECIAL FUNDS FOUNDATION 401 WEST 15TH STREET AUSTIN TX 78701 742749879 DIVERSITY IN MEDICINE SCHOLARSHIP TX 501(C)(3) 509(A)(3) TYPE 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 TEXAS MEDICAL ASSN SPECIAL FUNDS FOUNDATION B 141212 TEXAS MEDICAL ASSOCIATION B 261716 TEXAS MEDICAL ASSOCIATION C 232250 TEXAS MEDICAL ASSOCIATION K 34363 TEXAS MEDICAL ASSOCIATION M 80000 TEXAS MEDICAL ASSOCIATION O 411433 TEXAS MEDICAL ASSOCIATION P 372976