2017-10-13T09:27:00-05:00 2016-12-31 990 2016-01-01 741078510 TEXAS MEDICAL ASSOCIATION TEXA 5123701300 401 WEST 15TH STREET AUSTIN TX 78701 LOUIS J GOODMAN EVP/CEO 5123701300 2017-10-15 66.162.82.26 2017-10-13 09:22:07 CD P C1F191A32749863BAFF8F2B4DA9DE745E16064D3 C1F191A32749863BAFF8F2B4DA9DE745E16064D3 2016 2021-01-29 14:40:06Z LOUIS J GOODMAN 401 WEST 15TH STREET AUSTIN TX 78701 31540079 0 X WWW.TEXMED.ORG X 1853 TX SUPPORT TEXAS PHYSICIANS BY PROVIDING DISTINCTIVE SOLUTIONS TO THE CHALLENGES THEY ENCOUNTER IN THE CARE OF PATIENTS. 19 18 164 550 1017688 183793 1189702 1290856 18951352 19008738 1132490 976784 3879011 3877048 25152555 25153426 619504 651662 0 0 15869102 15503586 0 0 0 7965492 8292614 24454098 24447862 698457 705564 46484751 48873615 16514328 17143893 29970423 31729722 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 MEDICAL EDUCATION AND SCIENTIFIC ADVANCEMENT: PROVIDES MEDICAL PUBLICATIONS, SEMINARS AND SYMPOSIUMS FOR ALL 50,007 MEMBERS. ADVOCACY DIVISION OVERSEES AND REPORTS ON LEGISLATION AFFECTING THE MEDICAL PROFESSION AND THE PUBLIC HEALTH. SERVES ALL 50,007 MEMBERS. SOCIOECONOMIC DIVISION OVERSEES AND REPORTS ON GOVERNMENT AND REGULATORY ACTIVITY AFFECTING THE MEDICAL PROFESSION. SERVES ALL 50,007 MEMBERS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 94 0 1 164 1 1 1 0 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X STEPHEN DAVIS 5123701490 401 WEST 15TH STREET AUSTIN TX 78701 DON R READ MD PRES(2016-17)/PRES-ELECT(2015-16) 40.00 X X 100000 0 0 A TOMAS GARCIA III MD PRES(2015-16)/IMMED PAST PRES(2016-17) 40.00 X X 50000 0 0 AUSTIN I KING MD IMMED PAST PRES(2015-16) 2.00 X X 0 0 0 CARLOS J CARDENAS MD PRES-ELECT(2016-17) 2.00 X X 0 0 0 MICHELLE A BERGER MD SECRETARY/TREASURER(2014-17) 2.00 X X 0 0 0 SUSAN M STRATE MD HOUSE SPKR(2015-17) 2.00 X X 0 0 0 ARLO F WELTGE MD VICE HOUSE SPK(2015-17) 2.00 X X 0 0 0 DAVID C FLEEGER MD SECRETARY(2016-17)/TRUSTEE(2014-16) 2.00 X 0 0 0 RICHARD W SNYDER MD SECRETARY(2015-16)/TRUSTEE(2016-17) 2.00 X 0 0 0 DOUGLAS W CURRAN MD CHAIR(2015-17) 2.00 X 8000 0 0 DAVID N HENKES MD VICE CHAIR(2015-17) 2.00 X 0 0 0 KEITH A BOURGEOIS TRUSTEE(2015-17) 2.00 X 0 0 0 DIANA L FITE MD TRUSTEE(2015-17) 2.00 X 0 0 0 DAN K MCCOY MD TRUSTEE(2015-17) 2.00 X 0 0 0 GARY W FLOYD MD TRUSTEE(2015-17) 2.00 X 0 0 0 E LINDA VILLARREAL MD TRUSTEE(2015-17) 2.00 X 0 0 0 LAURA FAYE GEPHART MD RESIDENT/FELLOW MBR(2015-17) 2.00 X 0 0 0 BRAD G BUTLER MD YOUNG PHYS MBR(2015-16) 2.00 X 0 0 0 CARRIE DE MOOR MD YOUNG PHYS MBR(2016-17) 2.00 X 0 0 0 JUSTIN M BISHOP MED STUDENT MBR(2015-16) 2.00 X 0 0 0 KAYLA A RIGGS MED STUDENT MBR(2016-17) 2.00 X 0 0 0 LOUIS J GOODMAN PHD EVP/CEO 40.00 X 795494 126077 142476 JOHN E DORMAN COO 40.00 X 436315 0 64732 DARREN WHITEHURST VICE PRESIDENT 40.00 X 318746 0 38232 DONALD P WILCOX VICE PRESIDENT/GENERAL COUNSEL 40.00 X 296198 0 64732 BRIDGET MCPHILLIPS VICE PRESIDENT 40.00 X 272383 0 61245 STEVEN T LEVINE VICE PRESIDENT 40.00 X 240671 0 51906 KAREN G BATORY VICE PRESIDENT 40.00 X 200269 0 48825 2718076 126077 472148 31 0 1 0 QUADGRAPHICS PRINTING CORPORATION PO BOX 644840 PITTSBURGH PA 152644840 MAGAZINE PUBLISHING 284814 FREEMAN COMPANIES PO BOX 650036 DALLAS TX 752650036 EXPOSITION SERVICES 215893 EPPSTEIN GROUP 4055 INTERNATIONAL PLAZA 600 FORT WORTH TX 76109 POLITICAL CONSULTING 185000 PROFESSIONAL JANITORIAL SERVICE 1304 WEST OLTORF STREET AUSTIN TX 78704 JANITORIAL SERVICES 176172 SIDLEY AUSTIN LLP ONE SOUTH DEARBORN CHICAGO IL 60603 LEGAL SERVICES 175158 5 683055 607801 1290856 MEMBERSHIP DUES 900099 15828141 15828141 SERVICES BILLED 561000 2118492 1075097 539688 503707 EDUCATIONAL PROGRAMS 900099 535496 535496 ANNUAL SESSION 900099 416193 416193 PUBLICATIONS 900099 110416 110416 19008738 575450 575450 2287070 2287070 1379654 884810 494844 494844 494844 5903177 5501843 401334 401334 401334 ADVERTISING 541800 568379 148076 420303 PRAC MGT CONSULTING 541900 329924 329924 COMPUTER HOSTING SVCS 518210 157600 157600 39231 39231 1095134 25153426 17549150 1017688 5295732 619787 31875 3186178 9261249 1107576 1108022 840561 261660 29255 323500 127539 515114 62119 1247352 560516 1360705 878441 1439486 891702 89497 OTHER EXPENSE 254432 DUES AND SUBSCRIPTIONS 183058 EMPLOYEE CONTINUING EDU 68238 24447862 6561047 5037336 6757921 442470 1389395 1008403 38831 23966 11120 17305 3080429 3507340 28495155 18203423 9721721 10291732 18891412 28178855 32875 366208 46484751 48873615 2244902 2473063 10317367 10173295 3952059 4497535 16514328 17143893 X 29822841 31635692 147582 94030 29970423 31729722 46484751 48873615 705564 1053735 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 15828141 2069560 2069560 2690784 -621224 28495155 18203423 10291732 10291732 INVESTMENTS HELD FOR AND DUE TO RELATED ORGANIZATIONS 550154 DUES PAYABLE 329031 DEFERRED COMPENSATION 3070066 OTHER 548284 4497535 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, 2016. 0 TEXAS MEDICAL ASSOCIATION SPECIAL FUNDS FOUNDATION 401 WEST 15TH STREET AUSTIN TX 78701 742749879 501(C)(3) 295652 PUBLIC HEALTH PROGRAM SUPPORT TEXAS MEDICAL ASSOCIATION FOUNDATION 401 WEST 15TH STREET AUSTIN TX 78701 746073346 501(C)(3) 130150 OPERATING EXPENSE SUPPORT TEXAS MEDICAL ASSOCIATION LIBRARY 401 WEST 15TH STREET AUSTIN TX 78701 237042275 501(C)(3) 95445 OPERATING EXPENSE SUPPORT TEXAS HEALTH INSTITUTE 8501 N MOPAC EXPWY STE 170 AUSTIN TX 78759 742237787 501(C)(3) 15000 PUBLIC HEALTH PROGRAM SUPPORT TMA PRACTICEEDGE LLC 401 WEST 15TH STREET AUSTIN TX 78701 472995992 14646 OPERATING EXPENSE SUPPORT LOUISIANA STATE MEDICAL SOCIETY EDUCATIONAL AND RESEARCH FOUNDATION 6767 PERKINS ROAD BATON ROUGE LA 70808 237029259 501(C)(3) 10000 DISASTER RELIEF CONTRIBUTION TEXAS CONSERVATIVE COALITION RESEARCH INSTITUTE PO BOX 2659 AUSTIN TX 78768 742763191 501(C)(3) 6000 EVENT SPONSORSHIP SCIENCE TEACHING AWARD 4 17000 HEALTH JOURNALISM AWARD 13 4625 AWARD FOR EXCELLENCE IN ACADEMIC MEDICINE 1 5000 EVENT SPONSORSHIP 3 3250 MEDIA AWARD JUDGE STIPEND 5 500 SCIENCE POSTER/ABSTRACT AWARD 9 900 DONATION 2 600 X X X 1 1 X X X X X 0 0 0 LOUIS J GOODMAN PHD EVP/CEO 491630 99982 178571 0 125293 26095 110481 0 27952 4043 933927 130120 0 0 JOHN E DORMAN COO 322400 0 51680 0 62235 0 53000 0 11732 0 501047 0 0 0 DARREN WHITEHURST VICE PRESIDENT 303546 0 0 0 15200 0 26500 0 11732 0 356978 0 0 0 DONALD P WILCOX VICE PRESIDENT/GENERAL COUNSEL 272804 0 6882 0 16512 0 53000 0 11732 0 360930 0 0 0 BRIDGET MCPHILLIPS VICE PRESIDENT 247618 0 13765 0 11000 0 49524 0 11721 0 333628 0 0 0 STEVEN T LEVINE VICE PRESIDENT 216906 0 13765 0 10000 0 41212 0 10694 0 292577 0 0 0 KAREN G BATORY VICE PRESIDENT 187471 0 6798 0 6000 0 37494 0 11331 0 249094 0 0 0 JOHN E DORMAN CHIEF OPERATING OFFICER OF ORGANIZATION EXECUTIVE RETENTION LOAN FOR CLUB INITIATION FEE TO BE USED FOR BUSINESS X 59538 23966 0 1 1 23966 FORM 990, PART VI, SECTION A, LINE 6 TEXAS MEDICAL ASSOCIATION IS A PROFESSIONAL ASSOCIATION REPRESENTING TEXAS PHYSICIANS AND MEDICAL STUDENTS. AT 12/31/16, THE ASSOCIATION HAD 50,007 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 ASSOCIATE VICE PRESIDENT OF THE ASSOCIATION ACCOUNTING DEPARTMENT. PRIOR TO FILING, THE RETURN IS THOROUGHLY REVIEWED BY THE EXECUTIVE VICE PRESIDENT AND THE CHIEF OPERATING OFFICER. THE RETURN IS MADE AVAILABLE TO ALL OFFICERS AND TRUSTEES UPON COMPLETION. 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 MADE AVAILABLE TO TEXAS MEDICAL ASSOCIATION MEMBERS 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. THE BOARD MEETS WITH THE AUDITOR IN EXECUTIVE SESSION TO DISCUSS ANY QUESTIONS AND CONCERNS IN ABSENCE OF ASSOCIATION STAFF. 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