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Nonprofiteer
← BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION

Form 990 for tax year 2024

Filed by BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION.

Totals

Total revenue
$762,804
Total expenses
$817,825
Contributions and grants received
$103,680
Grants paid
$0
Program service revenue
$78,336
Investment income
$29,521
Other revenue
$551,267
Total assets, end of year
$5,136,076
Total liabilities, end of year
$3,493,456
Net assets or fund balances, end of year
$1,642,620
Program services expenses (Part IX)
$679,897
Management and general expenses
$137,928
Fundraising expenses
$0
Program service expenses (Part III)
$679,897

Program services were 83.1% 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.

  • 1b · Membership dues

    $782

  • 1f · All other contributions, gifts and grants

    $102,898

  • 2a · Program service revenue: PROGRAM REVENUE

    total $78,336 · related or exempt $78,336

  • 3 · Investment income

    total $9,797 · excluded $9,797

  • 6a · Gross rents

    real property $550,786

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $550,786

  • 6d · Net rental income or loss

    total $550,786 · unrelated business $245,261 · excluded $305,525

  • 7a · Gross sales of assets other than inventory

    securities $148,412

  • 7b · Less cost or other basis and sales expenses

    securities $128,688

  • 7c · Gain or loss

    securities $19,724

  • 7d · Net gain or loss

    total $19,724 · excluded $19,724

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $481 · excluded $481

  • 11e · Other revenue, total

    $481

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $18,961 · program services $16,117 · management and general $2,844

  • 8 · Pension plan contributions

    total $131 · program services $111 · management and general $20

  • 9 · Other employee benefits

    total $41 · program services $35 · management and general $6

  • 10 · Payroll taxes

    total $1,448 · program services $1,231 · management and general $217

  • 11a · Fees: management

    total $229,560 · program services $183,648 · management and general $45,912

  • 11f · Fees: investment management

    total $1,488 · program services $1,190 · management and general $298

  • 11g · Fees: other

    total $64,060 · program services $51,248 · management and general $12,812

  • 13 · Office expenses

    total $6,689 · program services $6,689

  • 16 · Occupancy

    total $134,517 · program services $114,339 · management and general $20,178

  • 17 · Travel

    total $339 · program services $339

  • 20 · Interest

    total $80,757 · program services $64,606 · management and general $16,151

  • 22 · Depreciation, depletion and amortization

    total $192,108 · program services $153,686 · management and general $38,422

  • 23 · Insurance

    total $5,340 · program services $4,272 · management and general $1,068

  • 24a · Other expenses: PROGRAM EXPENSE

    total $82,386 · program services $82,386

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $140,257 · end of year $166,091

  • 4 · Accounts receivable

    beginning of year $15,078 · end of year $4,237

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,324 · end of year $160,898

  • 10a · Land, buildings and equipment: cost or other basis

    $5,557,948

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,264,150

  • 10c · Land, buildings and equipment, net

    beginning of year $4,411,811 · end of year $4,293,798

  • 11 · Investments: publicly traded securities

    beginning of year $260,939 · end of year $274,221

  • 14 · Intangible assets

    beginning of year $14,743 · end of year $8,425

  • 15 · Other assets

    beginning of year $182,266 · end of year $228,406

  • 17 · Accounts payable and accrued expenses

    beginning of year $71,425 · end of year $66,464

  • 19 · Deferred revenue

    beginning of year $54,402 · end of year $109,308

  • 23 · Secured mortgages and notes payable

    beginning of year $2,160,979 · end of year $2,012,848

  • 25 · Other liabilities

    beginning of year $1,089,886 · end of year $1,304,836

  • 27 · Net assets without donor restrictions

    beginning of year $1,412,726 · end of year $1,342,620

  • 28 · Net assets with donor restrictions

    beginning of year $300,000 · end of year $300,000

Mission and programs · 2024

Mission

MAINTENANCE OF A PUBLIC MEDICAL LIBRARY AND THE ADVANCEMENT OF THE SCIENCE AND ART OF MEDICINE.

  • BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION PROVIDES AN HISTORICAL MEDICAL LIBRARY FOR THE ADVANCEMENT OF THE SCIENCE AND ART OF MEDICINE. THE LIBRARY PROVIDES A CHARITABLE VENUE FOR USE BY NON-PROFIT ENTITIES FOR CO-SPONSORSHIP OF CONFERENCES, SYMPOSIUMS AND OTHER MEDICALLY RELATED EDUCATIONAL PROGRAMS. PROGRAMS INCLUDE WOMEN IN MEDICINE PROGRAM AND THE PHYSICIAN BADGING PROGRAM. THE LIBRARY ALSO PROVIDES CONTINUING MEDICAL EDUCATION (CME) TO MEMBER PHYSICIANS AT GENERAL MEMBERSHIP MEETINGS ALONG WITH OPPORTUNITIES TO MEET TOGETHER IN PHYSICIAN COMMITTEES TO GUIDE ITS MEMBERSHIP AND THE COMMUNITY IN AREAS LIKE PUBLIC HEALTH, EMERGENCY PREPAREDNESS, PHYSICIAN WELLNESS, ETHICS, PHYSICIAN-PATIENT ISSUES AND PHYSICIAN HEALTH AND REHABILITATION.

    Expenses $679,897 · Revenue $78,336

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gerardo Ortega MD

    SCHOLARSHIP COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • Bernard T Swift Do

    REAL ESTATE COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • Ezequiel Silva III MD

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • John Milton Shepherd MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • Lyssa N Ochoa MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • Lubna Naeem MD

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • Lauren E Tarbox MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • Jennifer R Rushton MD

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • Melody Newsom

    EXECUTIVE DIRECTOR

    Total calculated
    $220,707
    From this org
    $0
    From related orgs
    $203,800
    Other
    $16,907
    Hours/week
    0.1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,800 related
    Bonus
    $0 + $19,000 related
    Other
    $0
    Deferred
    $0 + $8,807 related
    Nontaxable benefits
    $0 + $8,100 related
    Filer's total
    $0 + $220,707 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

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART I, LINE 3
BEXAR COUNTY MEDICAL SOCIETY, A RELATED ORGANIZATION, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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.

  • BEXAR COUNTY MEDICAL SOCIETY MANAGEMENT HOLDING COMPANY INC

    C · SERVICE/ADMINISTRATION · TX

  • BEXAR COUNTY MEDICAL SOCIETY SERVICE BUREAU

    C · SERVICE/ADMINISTRATION · TX

  • BEXAR CREDENTIALS VERIFICATION INC

    C · VERIFICATION SERVICE · TX

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202543189349302094

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