2024-10-15T09:19:30-05:00 2023-12-31 990 2023-01-01 741078510 TEXAS MEDICAL ASSOCIATION TEXA 5123701300 401 WEST 15TH ST 100 AUSTIN TX 78701 MICHAEL DARROUZET EVP/CEO 5123701300 2024-10-14 0 2023 2024-10-15 13:58:12Z MICHAEL DARROUZET 401 WEST 15TH ST 100 AUSTIN TX 78701 35967608 0 X WWW.TEXMED.ORG X 1853 TX EMPOWERING TEXAS PHYSICIANS IN THE PRACTICE OF MEDICINE. 18 18 153 1300 1036107 228479 1829980 1873095 19191833 18386428 1387158 4515253 3933089 3829306 26342060 28604082 737846 697291 0 0 16481726 17007306 0 0 0 7769821 8069789 24989393 25774386 1352667 2829696 58758669 61919602 19452687 20024055 39305982 41895547 X TMA STRIVES TO IMPROVE THE HEALTHCARE OF ALL TEXANS, TO FEDERATE THE PROFESSION LICENSED TO PRACTICE MEDICINE AND SURGERY WITHIN TEXAS, TO PROVIDE EFFECTIVE REPRESENTATION FOR ITS MEMBERS, TO UNITE WITH SIMILIAR STATE ASSOCIATIONS, TO PROMOTE UNITY AND COOPERATION FOR ITS MEMBERS AND COMPONENT ORGANIZATIONS, TO SECURE ENACTMENT OF APPROPRIATE MEDICAL AND HEALTH CARE LEGISLATION, TO EXTEND MEDICAL KNOWLEDGE AND ADVANCE MEDICAL SCIENCE, AND TO STRIVE FOR THE PREVENTION AND CURE OF DISEASE AND THE IMPROVEMENT OF PUBLIC HEALTH. 0 0 DIVISIONS OF ADVOCACY, MEDICAL ECONOMICS, AND COMMUNICATIONS AND THE OFFICE OF THE GENERAL COUNSEL WORK ON STATE AND NATIONAL ADVOCACY ISSUES THAT IMPACT PHYSICIAN VIABILITY AND THEIR PATIENTS' ACCESS TO CARE. THIS INCLUDES EDUCATING MEMBERS ABOUT THE LEGAL, REGULATORY, AND LEGISLATIVE ISSUES IMPACTING THE MEDICAL LANDSCAPE, THEN EMPLOYING STRATEGIC ADVOCACY EFFORTS TO REMOVE BARRIERS SO PHYSICIANS CAN DO WHAT THEY DO BEST - CARE FOR PATIENTS. THIS WORK AFFECTS ALL TEXAS PHYSICIANS. OFFICE OF THE GENERAL COUNSEL AND DIVISION OF MEDICAL ECONOMICS WORK YEAR-ROUND TO PROTECT PHYSICIAN PRACTICE VIABILITY AND REMOVE EXISTING BARRIERS AFFECTING PHYSICIANS' ABILITY TO CARE FOR PATIENTS. THIS WORK ENTAILS FOUR SUCCESSFUL LAWSUITS AGAINST THE FEDERAL GOVERNMENT AND CONTINUED WORK TO ENSURE REGULATORY RULES PROTECT PHYSICIANS AND PATIENTS. DIVISIONS OF MEMBERSHIP EXPERIENCE/MARKETING AND COMMUNICATIONS HAVE EMPLOYED NEW DIGITAL MARKETING TACTICS TO RETAIN THE ASSOCIATION'S CURRENT MEMBERSHIP OF 57,820 PHYSICIANS AND MEDICAL STUDENTS, AND TO INCREASE THE ASSOCIATION'S MARKET SHARE BY RECRUITING NEW MEMBERS. NEW INVESTMENTS IN TECHNOLOGY AND SEGMENTED MARKET STRATEGIES HAVE YIELDED RESULTS. 0 1 0 1 0 0 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 72 0 1 153 1 1 1 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STEPHEN DAVIS 5123701490 401 WEST 15TH ST STE 100 AUSTIN TX 78701 RICHARD W SNYDER II MD PRES(23-24)/PRES-ELECT(22-23) 13.00 1.00 X X 133333 0 0 GARY W FLOYD MD PRES(22-23)/IMMED PAST PRES(23-24) 9.00 1.00 X X 66667 0 0 E LINDA VILLARREAL MD IMMED PAST PRES(22-23) 3.00 1.00 X X 0 0 0 G RAY CALLAS MD PRES-ELECT(23-24)/CHAIR (22-23) 3.00 1.00 X X 4000 0 0 MICHELLE A BERGER MD SECRETARY/TREASURER(22-23) 3.00 1.00 X X 0 0 0 GREGORY M FULLER MD SECRETARY/TREASURER(23-24) 3.00 1.00 X X 0 0 0 BRADFORD W HOLLAND MD SPEAKER OF THE HOUSE 3.00 1.00 X X 0 0 0 JOHN G FLORES MD VICE SPEAKER OF THE HOUSE 3.00 1.00 X X 0 0 0 KEITH A BOURGEOIS MD CHAIR (23-24)/VICE CHAIR (22-23) 3.00 1.00 X 6000 0 0 JOSEPH S VALENTI MD VICE CHAIR (23-24)/TRUSTEE (22-23) 3.00 1.00 X 0 0 0 JAYESH B SHAH MD SECRETARY (23-24)/TRUSTEE (22-23) 3.00 1.00 X 0 0 0 JOHN T CARLO MD TRUSTEE 2.00 1.00 X 0 0 0 LISA L EHRLICH MD TRUSTEE 2.00 1.00 X 0 0 0 CYNTHIA A JUMPER MD TRUSTEE 2.00 1.00 X 0 0 0 KIMBERLY E MONDAY MD TRUSTEE 2.00 1.00 X 0 0 0 BRADFORD S PATT MD TRUSTEE 2.00 1.00 X 0 0 0 TONY R AVENTA MD TRUSTEE 2.00 1.00 X 0 0 0 SAMUEL E MATHIS MD YOUNG PHYSICIAN MBR 2.00 1.00 X 0 0 0 ALIXANDRIA F PFEIFFER DO RESIDENT/FELLOW MBR (22-23) 2.00 1.00 X 0 0 0 SUBHAN TABBA MD RESIDENT/FELLOW MBR (23-24) 2.00 1.00 X 0 0 0 ABHISHEK DHARAN MEDICAL STUDENT MBR (22-23) 2.00 1.00 X 0 0 0 KATHERINE RUSSELL MEDICAL STUDENT MBR (23-24) 2.00 1.00 X 0 0 0 MICHAEL J DARROUZET EVP/CEO 40.00 2.00 X 598400 0 45810 JOHN E DORMAN COO 40.00 10.00 X 464190 114400 78010 KELLY WALLA VP/GENERAL COUNSEL 40.00 X 449080 0 56332 CLAYTON STEWART VP, PUBLIC AFFAIRS 40.00 X 293802 0 40310 KAREN G BATORY VP, POPULATION HEALTH & MEDICAL EDUCATION 40.00 X 254560 0 60112 GARY A ATWOOD VP, TIS & ADMINISTRATIVE SERVICES 40.00 X 239810 0 60112 PAMELA UDALL VP, COMMUNICATIONS & MARKETING 40.00 X 245091 0 48267 2754933 114400 388953 65 0 1 0 RAND CONSTRUCTION CORPORATION 2815 EXPOSITION BLVD STE 100 AUSTIN TX 78703 RENOVATION CONSTRUCTION 955745 MENTE SOWELL ARCHITECTS INC 5901 OLD FREDERICKSBURG RD STE B102 AUSTIN TX 78749 ARCHITECTURE/CONSTRUCTION ADMINISTRATION 568163 FREEMAN AUDIO VISUAL INC 3801 ADLER DR STE 150 DALLAS TX 75211 AUDIO VISUAL SERVICES 263936 SEVENTH SPECTRUM STUDIOS 5901 OLD FREDERICKSBURG RD STE B103 AUSTIN TX 78749 DESIGN SERVICES 248664 PROFESSIONAL JANITORIAL SERVICE 1304 WEST OLTORF ST AUSTIN TX 78704 JANITORIAL SERVICES 202026 12 1223914 649181 1873095 MEMBERSHIP DUES 900099 16196324 16196324 SERVICES BILLED 561000 1599669 739638 339600 520431 CONFERENCES 900099 339740 339740 EDUCATIONAL PROGRAMS 900099 210233 210233 PUBLICATIONS 900099 40462 40462 18386428 1449351 1449351 2444965 2444965 1724776 1076295 648481 648481 191633 456848 9311133 42000 5972934 314297 3338199 -272297 3065902 3065902 ADVERTISING 541800 430040 205070 224970 COMPUTER HOSTING SVCS 518210 152900 152900 PRAC MGMT CONSULTING 541900 146904 146904 6016 6016 735860 28604082 20252559 1036107 5442321 658391 38900 3132847 10421309 1352570 1180910 919670 164946 41461 443000 106267 320240 38203 1032106 1266889 953269 637598 1642611 893342 154303 OTHER EXPENSE 198346 DUES AND SUBSCRIPTIONS 96580 UNRELATED BUSINESS INCO 47981 EMPLOYEE CONTINUING EDU 32647 25774386 3128054 458535 5665717 4054443 695046 1177203 2836 1366 0 0 5642549 5922185 24611402 14924044 8092163 9687358 35532304 40618512 58758669 61919602 3071311 3428185 10769305 10561641 5612071 6034229 19452687 20024055 X 39285299 41875823 20683 19724 39305982 41895547 58758669 61919602 X 2829696 -240135 4 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 16196324 2224369 2224369 1943559 280810 0 24611402 14924044 9687358 9687358 INVESTMENTS HELD FOR RELATED ORGS 1089700 DUES PAYABLE -2802 DEFERRED COMPENSATION 4835198 OTHER 112133 6034229 X PART X, LINE 2: THE ORGANIZATION 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 ORGANIZATION DOES NOT CURRENTLY HAVE ANY MATERIAL TAX POSITIONS MANAGEMENT CONSIDERS UNCERTAIN AT DECEMBER 31, 2023. 1 TEXAS MEDICAL ASSOCIATION FOUNDATION 401 WEST 15TH ST AUSTIN TX 78701 746073346 501(C)(3) 230182 0 OPERATING EXPENSE SUPPORT TEXAS MEDICAL ASSOCIATION SPECIAL FUNDS FOUNDATION 401 WEST 15TH ST AUSTIN TX 78701 742749879 501(C)(3) 131662 0 PUBLIC HEALTH PROGRAM SUPPORT TEXAS MEDICAL ASSOCIATION ALLIANCE 401 WEST 15TH ST AUSTIN TX 78701 746050698 501(C)(3) 112195 0 OPERATING EXPENSE SUPPORT TEXAS MEDICAL ASSOCIATION LIBRARY 401 WEST 15TH ST AUSTIN TX 78701 237042275 501(C)(3) 97042 0 OPERATING EXPENSE SUPPORT BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION 4334 N LOOP 1604 2ND FLOOR SAN ANTONIO TX 78721 740510530 501(C)(3) 7000 0 PUBLIC HEALTH PROGRAM SUPPORT 5 0 SCIENCE TEACHING AWARD 3 32000 HEALTH JOURNALISM AWARD 10 5000 MEDIA AWARD JUDGE STIPEND 4 400 EVENT SPONSORSHIP 2 1500 X 1 1 X X X X X 0 0 0 JOHN E DORMAN COO 415000 114400 250 0 48940 0 65200 0 12810 0 542200 114400 0 0 MICHAEL J DARROUZET EVP/CEO 567000 0 0 0 31400 0 33000 0 12810 0 644210 0 0 0 KELLY WALLA VP/GENERAL COUNSEL 410000 0 15000 0 24080 0 43500 0 12832 0 505412 0 0 0 CLAYTON STEWART VP, PUBLIC AFFAIRS 275000 0 16322 0 2480 0 27500 0 12810 0 334112 0 0 0 KAREN G BATORY VP, POPULATION HEALTH & MEDICAL EDUC 236900 0 1000 0 16660 0 47380 0 12732 0 314672 0 0 0 GARY A ATWOOD VP, TIS & ADMINISTRATIVE SERVICES 236900 0 250 0 2660 0 47380 0 12732 0 299922 0 0 0 PAMELA UDALL VP, COMMUNICATIONS & MARKETING 236900 0 5711 0 2480 0 35535 0 12732 0 293358 0 0 0 FORM 990 SCHEDULE J PART II LINE (1)(II) RELATED ORGANIZATION COMPENSATION OF $114,000 PAID TO JOHN E DORMAN BY THE PHYSICIANS FOUNDATION INC. THIS AMOUNT INCLUDED BASE COMPENSATION OF $114,000 FOR CONTRACTED PROFESSIONAL SERVICES. FORM 990, PART VI, SECTION A, LINE 6 TEXAS MEDICAL ASSOCIATION IS A PROFESSIONAL ASSOCIATION REPRESENTING TEXAS PHYSICIANS AND MEDICAL STUDENTS. AT 12/31/23, THE ASSOCIATION HAD 57,820 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL BE COMPOSED OF NINE AT-LARGE MEMBERS AND ONE YOUNG PHYSICIAN ELECTED BY THE HOUSE OF DELEGATES, ONE RESIDENT MEMBER, ONE STUDENT MEMBER, AND, AS EX OFFICIO MEMBERS: THE PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST PRESIDENT, SECRETARY/TREASURER, SPEAKER OF THE HOUSE OF DELEGATES, AND VICE SPEAKER OF THE HOUSE OF DELEGATES. THE HOUSE OF DELEGATES, THE LEGISLATIVE AND POLICY-MAKING BODY OF THE ASSOCIATION, SHALL ELECT THE OFFICERS EXCEPT AS OTHERWISE PROVIDED IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE VICE PRESIDENT OF FINANCE. PRIOR TO FILING, THE RETURN IS THOROUGHLY REVIEWED BY THE TREASURER, EXECUTIVE VICE PRESIDENT, THE CHIEF OPERATING OFFICER AND THE GENERAL COUNSEL. THE RETURN IS MADE AVAILABLE TO ALL OFFICERS AND TRUSTEES PRIOR TO FILING. 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. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT COMPENSATION CONSULTANT DEVELOPS COMPENSATION STRATEGY BY EVALUATING MARKET TRENDS AND ORGANIZATIONAL GOALS/PHILOSOPHY WHILE ENSURING ONGOING COMPETITIVENESS AND COMPLIANCE. THIS RECOMMENDATION IS PRESENTED TO THE ASSOCIATION'S COMPENSATION COMMITTEE FOR REVIEW. FINAL PLAN IS THEN SUBMITTED TO BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 4. 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 OR MANAGER RESPONSIBLE FOR THE ENGAGEMENT. THE BOARD MEETS WITH THE AUDITOR IN EXECUTIVE SESSION TO DISCUSS ANY QUESTIONS AND CONCERNS IN ABSENCE OF ASSOCIATION STAFF. TMA PRACTICE MANAGEMENT HOLDINGS LLC 401 WEST 15TH ST AUSTIN TX 78701 814734874 ACCOUNTABLE CARE ORGANIZATION DEVELOPMENT (INACTIVE) TX 0 120000 TEXAS MEDICAL ASSOCIATION TMA SPECIALTY SERVICES LLC 401 WEST 15TH ST AUSTIN TX 78701 823596032 VALUE BASED CARE ADVISORY SERVICES (INACTIVE) TX 0 533526 TMA PRACTICE MANAGEMENT HOLDINGS LLC DR S E THOMPSON SCHOLARSHIP FUND 401 WEST 15TH ST AUSTIN TX 78701 746047346 MEDICAL STUDENT LOAN FUND TX 501(C)(3) 509(A)(3) TYPE 1 TEXAS MEDICAL ASSOCIATION 1 MAY OWEN IRREVOCABLE TRUST 401 WEST 15TH ST AUSTIN TX 78701 237377962 MEDICAL STUDENT LOAN FUND TX 501(C)(3) 509(A)(3) TYPE 1 TEXAS MEDICAL ASSOCIATION 1 ANNIE LEE THOMPSON LIBRARY TRUST FUND 401 WEST 15TH ST AUSTIN TX 78701 746087355 MEDICAL LIBRARY SUPPORT TX 501(C)(3) 509(A)(3) TYPE 1 TEXAS MEDICAL ASSOCIATION 1 TEXAS MEDICAL ASSOCIATION LIBRARY 401 WEST 15TH ST AUSTIN TX 78701 237042275 MEDICAL LIBRARY SUPPORT TX 501(C)(3) 509(A)(3) TYPE 1 TEXAS MEDICAL ASSOCIATION 1 PHYSICIANS BENEVOLENT FUND 401 WEST 15TH ST AUSTIN TX 78701 746050660 PROVIDE SUPPORT TO INDIGENT PHYSICIANS AND DISASTER RELIEF TO PHYSICIANS TX 501(C)(3) 509(A)(3) TYPE 1 TEXAS MEDICAL ASSOCIATION 1 TEXAS MEDICAL ASSOCIATION SPECIAL FUNDS FOUNDATION 401 WEST 15TH ST AUSTIN TX 78701 742749879 MEDICAL STUDENT LOAN FUNDS TX 501(C)(3) 509(A)(3) TYPE 1 TEXAS MEDICAL ASSOCIATION 1 TEXAS MEDICAL ASSOCIATION POLITICAL ACTION COMMITTEE 401 WEST 15TH ST AUSTIN TX 78701 741482481 POLITICAL ACTION COMMITTEE TX 527 TEXAS MEDICAL ASSOCIATION 1 TEXAS MEDICAL ASSOCIATION FOUNDATION 401 WEST 15TH ST AUSTIN TX 78701 746073346 PROVIDE SUPPORT TO PUBLIC HEALTH, EDUCATION AND MEDICAL PROGRAMS TX 501(C)(3) 170(B)(1)(A)(VI) TEXAS MEDICAL ASSOCIATION 1 TEXAS MEDICAL ASSOCIATION ALLIANCE 401 WEST 15TH ST AUSTIN TX 78701 746050698 SPONSOR AND SUPPORT PROGRAMS TO ADVANCE MEDICINE AND PUBLIC HEALTH TX 501(C)(6) N/A 0 THE PHYSICIAN'S FOUNDATION INC 401 WEST 15TH ST AUSTIN TX 78701 200914085 AWARDS AND GRANTS TO PHYSICIAN ORGANIZATIONS FL 501(C)(3) 509(A)(3) TYPE 1 N/A 0 TEXAS MEDICAL ASSOCIATION INSURANCE TRUST 401 WEST 15TH ST AUSTIN TX 78701 746128660 INSURANCE SERVICES TX TEXAS MEDICAL ASSOCIATION C 1 1 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 DR SE THOMPSON SCHOLARSHIP FUND A 32945 DR SE THOMPSON SCHOLARSHIP FUND J 8893 DR SE THOMPSON SCHOLARSHIP FUND L 158104 DR SE THOMPSON SCHOLARSHIP FUND O 260287 DR SE THOMPSON SCHOLARSHIP FUND Q 447478 MAY OWEN IRREVOCABLE TRUST A 17524 MAY OWEN IRREVOCABLE TRUST J 4730 MAY OWEN IRREVOCABLE TRUST L 78527 MAY OWEN IRREVOCABLE TRUST O 136994 MAY OWEN IRREVOCABLE TRUST Q 365538 ANNIE LEE THOMPSON LIBRARY TRUST FUND C 77085 ANNIE LEE THOMPSON LIBRARY TRUST FUND L 100685 ANNIE LEE THOMPSON LIBRARY TRUST FUND N ANNIE LEE THOMPSON LIBRARY TRUST FUND Q 188491 TEXAS MEDICAL ASSOCIATION LIBRARY B 97042 TEXAS MEDICAL ASSOCIATION LIBRARY C 52513 TEXAS MEDICAL ASSOCIATION LIBRARY L 72472 TEXAS MEDICAL ASSOCIATION LIBRARY N TEXAS MEDICAL ASSOCIATION LIBRARY Q 120899 PHYSICIANS BENEVOLENT FUND A 19627 PHYSICIANS BENEVOLENT FUND J 5377 PHYSICIANS BENEVOLENT FUND L 113922 PHYSICIANS BENEVOLENT FUND O 195247 PHYSICIANS BENEVOLENT FUND Q 370619 TEXAS MEDICAL ASSN SPECIAL FUNDS FNDTN B 131662 TEXAS MEDICAL ASSN SPECIAL FUNDS FNDTN C 75000 TEXAS MEDICAL ASSN SPECIAL FUNDS FNDTN L 77686 TEXAS MEDICAL ASSN SPECIAL FUNDS FNDTN N TEXAS MEDICAL ASSN SPECIAL FUNDS FNDTN P 394810 TEXAS MEDICAL ASSN POLITICAL ACTION CMTE L TEXAS MEDICAL ASSN POLITICAL ACTION CMTE N TEXAS MEDICAL ASSOCIATION FOUNDATION A 52413 TEXAS MEDICAL ASSOCIATION FOUNDATION B 230182 TEXAS MEDICAL ASSOCIATION FOUNDATION C 290256 TEXAS MEDICAL ASSOCIATION FOUNDATION L 80000 TEXAS MEDICAL ASSOCIATION FOUNDATION Q 482633 TEXAS MEDICAL ASSOCIATION ALLIANCE B 112195 TEXAS MEDICAL ASSOCIATION ALLIANCE L TEXAS MEDICAL ASSOCIATION ALLIANCE O 102719 TEXAS MEDICAL ASSOCIATION ALLIANCE Q 52423 THE PHYSICIANS FOUNDATION INC L 119000 THE PHYSICIANS FOUNDATION INC Q 23462 TEXAS MEDICAL ASSOCIATION INSURANCE TRUST A 447494 TEXAS MEDICAL ASSOCIATION INSURANCE TRUST C 743060 TEXAS MEDICAL ASSOCIATION INSURANCE TRUST L 313431 TEXAS MEDICAL ASSOCIATION INSURANCE TRUST Q 1590786