Form 990 for tax year 2024
Filed by TRAVIS COUNTY MEDICAL SOCIETY FOUNDATION.
Totals
- Total revenue
- $304,628
- Total expenses
- $284,071
- Contributions and grants received
- $148,033
- Grants paid
- $25,000
- Program service revenue
- $96,000
- Investment income
- $60,595
- Other revenue
- $0
- Total assets, end of year
- $2,429,720
- Total liabilities, end of year
- $22,175
- Net assets or fund balances, end of year
- $2,407,545
- Program services expenses (Part IX)
- $243,734
- Management and general expenses
- $40,337
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $243,734
Program services were 85.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$148,033
-
2a · Program service revenue: PHYSICIAN WELLNESS PRO
total $96,000 · related or exempt $96,000
-
3 · Investment income
total $60,595 · excluded $60,595
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $25,000 · program services $25,000
-
11a · Fees: management
total $19,772 · management and general $19,772
-
11c · Fees: accounting
total $18,360 · program services $7,356 · management and general $11,004
-
11g · Fees: other
total $191,392 · program services $191,392
-
17 · Travel
total $18,593 · program services $18,593
-
23 · Insurance
total $794 · program services $167 · management and general $627
-
24a · Other expenses: BANK FEES
total $8,923 · management and general $8,923
-
24b · Other expenses: PRINTING
total $1,120 · program services $1,120
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $106 · program services $106
-
24d · Other expenses: REPAIRS
total $11 · management and general $11
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $164,665 · end of year $248,493
-
3 · Pledges and grants receivable
beginning of year $100 · end of year $50
-
9 · Prepaid expenses and deferred charges
beginning of year $240 · end of year $77
-
10a · Land, buildings and equipment: cost or other basis
$211,355
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $211,355
-
11 · Investments: publicly traded securities
beginning of year $339,347 · end of year $129,415
-
12 · Investments: other securities
beginning of year $1,738,016 · end of year $1,840,330
-
17 · Accounts payable and accrued expenses
beginning of year $27,888 · end of year $9,810
-
25 · Other liabilities
beginning of year $18,081 · end of year $12,365
-
27 · Net assets without donor restrictions
beginning of year $1,873,000 · end of year $2,061,598
-
28 · Net assets with donor restrictions
beginning of year $323,399 · end of year $345,947
Mission and programs · 2024
Mission
TO SUPPORT AND ADMINISTER THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE TRAVIS COUNTY MEDICAL SOCIETY.
Activities or mission (Part I)
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.
-
PROMOTING MEDICAL EDUCATION IN CENTRAL TEXAS; PROVIDING EDUCATIONAL ACTIVITIES FOR THE MEDICAL COMMUNITY; SUPPORT OF CHARITABLE ACTIVITIES THAT CONTRIBUTE TO A HEALTHIER COMMUNITY.
Expenses $209,168 · Revenue $96,000
-
PROVIDING MEDICAL STUDENT SCHOLARSHIPS.
Expenses $34,083 · Grants $25,000
-
EXPENDITURES INCURRED RELATED TO SUPPORT FOR EXEMPT ORGANIZATIONS PROVIDING INDIGENT CARE. THIS PROGRAM WAS CLOSED OUT IN 2024.
Expenses $483
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tina J Philip DoTINA J PHILIP DO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Holli Sadler MDHOLLI SADLER MD
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jonathan Macclements MDJONATHAN MACCLEMENTS MD
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Hillary Miller MDHILLARY MILLER MD
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Michael A RomainMICHAEL A ROMAIN
CHAIR, BOARD OF ETHICS
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Esther J Cheung-Phillips MDESTHER J CHEUNG-PHILLIPS MD
DELEGATION REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Maria Claire Monge MDMARIA CLAIRE MONGE MD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Hanoch A Patt MDHANOCH A PATT MD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ricardo SolismdRICARDO SOLISMD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John F Villacis MDJOHN F VILLACIS MD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
J Stuart Wolf Jr MDJ STUART WOLF JR MD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Belda Zamora MDBELDA ZAMORA MD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Arlin HallARLIN HALL
CFO
- Total calculated
- $308,992
- From this org
- $0
- From related orgs
- $275,886
- Other
- $33,106
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $243,785 related
- Bonus
- $0 + $27,324 related
- Other
- $0 + $4,777 related
- Deferred
- $0 + $17,992 related
- Nontaxable benefits
- $0 + $15,114 related
- Filer's total
- $0 + $308,992 related
-
Marshall CothranMARSHALL COTHRAN
CSO
- Total calculated
- $259,548
- From this org
- $0
- From related orgs
- $235,474
- Other
- $24,074
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $208,336 related
- Bonus
- $0 + $23,100 related
- Other
- $0 + $4,038 related
- Deferred
- $0 + $15,676 related
- Nontaxable benefits
- $0 + $8,398 related
- Filer's total
- $0 + $259,548 related
-
Belinda ClareBELINDA CLARE
CEO
- Total calculated
- $301,971
- From this org
- $0
- From related orgs
- $269,716
- Other
- $32,255
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $249,716 related
- Bonus
- $0 + $20,000 related
- Other
- $0
- Deferred
- $0 + $16,433 related
- Nontaxable benefits
- $0 + $15,822 related
- Filer's total
- $0 + $301,971 related
-
Chantel PearsonCHANTEL PEARSON
COO
- Total calculated
- $134,970
- From this org
- $0
- From related orgs
- $126,048
- Other
- $8,922
- Hours/week
- 1 + 41 related
-
Sara FinneganSARA FINNEGAN
CPO
- Total calculated
- $208,815
- From this org
- $0
- From related orgs
- $168,600
- Other
- $40,215
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $149,245 related
- Bonus
- $0 + $19,355 related
- Other
- $0
- Deferred
- $0 + $17,129 related
- Nontaxable benefits
- $0 + $23,086 related
- Filer's total
- $0 + $208,815 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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501(C)(6) · TO SERVE AND REPRESENT THE MEDICAL PROFESSION · TX
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501(C)(3) · TO PROVIDE BLOOD & TISSUE PRODUCTS & SERVICES TO HOSPITALS & SURGERY CENTERS · TX
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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THE MEDICAL SERVICE BUREAU INC
C · RECORDS STORAGE AND OTHER DOCUMENT AND DATA SERVICES · TX
Directly controlled by TRAVIS COUNTY MEDICAL SOCIETY
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 7 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513149349300706
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