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← TRAVIS COUNTY MEDICAL SOCIETY FOUNDATION

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 Do

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Holli Sadler MD

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Jonathan Macclements MD

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Hillary Miller MD

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Michael A Romain

    CHAIR, BOARD OF ETHICS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Esther J Cheung-Phillips MD

    DELEGATION REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Maria Claire Monge MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Hanoch A Patt MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ricardo Solismd

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • John F Villacis MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • J Stuart Wolf Jr MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Belda Zamora MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Arlin 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 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 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 Pearson

    COO

    Total calculated
    $134,970
    From this org
    $0
    From related orgs
    $126,048
    Other
    $8,922
    Hours/week
    1 + 41 related
  • Sara 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.

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.

  • 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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