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← TEXAS MEDICAL ASSOCIATION

Form 990 for tax year 2023

Filed by TEXAS MEDICAL ASSOCIATION.

Totals

Total revenue
$28,604,082
Total expenses
$25,774,386
Contributions and grants received
$1,873,095
Grants paid
$697,291
Program service revenue
$18,386,428
Investment income
$4,515,253
Other revenue
$3,829,306
Total assets, end of year
$61,919,602
Total liabilities, end of year
$20,024,055
Net assets or fund balances, end of year
$41,895,547
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1d · Related organizations

    $1,223,914

  • 1f · All other contributions, gifts and grants

    $649,181

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $16,196,324 · related or exempt $16,196,324

  • 2b · Program service revenue: SERVICES BILLED

    total $1,599,669 · related or exempt $739,638 · unrelated business $339,600 · excluded $520,431

  • 2c · Program service revenue: CONFERENCES

    total $339,740 · excluded $339,740

  • 2d · Program service revenue: EDUCATIONAL PROGRAMS

    total $210,233 · related or exempt $210,233

  • 2e · Program service revenue: PUBLICATIONS

    total $40,462 · related or exempt $40,462

  • 3 · Investment income

    total $1,449,351 · excluded $1,449,351

  • 5 · Royalties

    total $2,444,965 · excluded $2,444,965

  • 6a · Gross rents

    real property $1,724,776

  • 6b · Less rental expenses

    real property $1,076,295

  • 6c · Rental income or loss

    real property $648,481

  • 6d · Net rental income or loss

    total $648,481 · unrelated business $191,633 · excluded $456,848

  • 7a · Gross sales of assets other than inventory

    securities $9,311,133 · other assets $42,000

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

    securities $5,972,934 · other assets $314,297

  • 7c · Gain or loss

    securities $3,338,199 · other assets -$272,297

  • 7d · Net gain or loss

    total $3,065,902 · related or exempt $3,065,902

  • 11a · Other revenue: ADVERTISING

    total $430,040 · unrelated business $205,070 · excluded $224,970

  • 11b · Other revenue: COMPUTER HOSTING SVCS

    total $152,900 · unrelated business $152,900

  • 11c · Other revenue: PRAC MGMT CONSULTING

    total $146,904 · unrelated business $146,904

  • 11d · All other revenue

    total $6,016 · excluded $6,016

  • 11e · Other revenue, total

    $735,860

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $658,391

  • 2 · Grants to domestic individuals

    total $38,900

  • 5 · Compensation of officers, directors and key employees

    total $3,132,847

  • 7 · Other salaries and wages

    total $10,421,309

  • 8 · Pension plan contributions

    total $1,352,570

  • 9 · Other employee benefits

    total $1,180,910

  • 10 · Payroll taxes

    total $919,670

  • 11b · Fees: legal

    total $164,946

  • 11c · Fees: accounting

    total $41,461

  • 11d · Fees: lobbying

    total $443,000

  • 11f · Fees: investment management

    total $106,267

  • 11g · Fees: other

    total $320,240

  • 12 · Advertising and promotion

    total $38,203

  • 13 · Office expenses

    total $1,032,106

  • 14 · Information technology

    total $1,266,889

  • 16 · Occupancy

    total $953,269

  • 17 · Travel

    total $637,598

  • 19 · Conferences, conventions and meetings

    total $1,642,611

  • 22 · Depreciation, depletion and amortization

    total $893,342

  • 23 · Insurance

    total $154,303

  • 24a · Other expenses: OTHER EXPENSE

    total $198,346

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $96,580

  • 24c · Other expenses: UNRELATED BUSINESS INCO

    total $47,981

  • 24d · Other expenses: EMPLOYEE CONTINUING EDU

    total $32,647

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,128,054 · end of year $458,535

  • 2 · Savings and temporary cash investments

    beginning of year $5,665,717 · end of year $4,054,443

  • 4 · Accounts receivable

    beginning of year $695,046 · end of year $1,177,203

  • 7 · Other notes and loans receivable

    beginning of year $2,836 · end of year $1,366

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,642,549 · end of year $5,922,185

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

    $24,611,402

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

    $14,924,044

  • 10c · Land, buildings and equipment, net

    beginning of year $8,092,163 · end of year $9,687,358

  • 11 · Investments: publicly traded securities

    beginning of year $35,532,304 · end of year $40,618,512

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,071,311 · end of year $3,428,185

  • 19 · Deferred revenue

    beginning of year $10,769,305 · end of year $10,561,641

  • 25 · Other liabilities

    beginning of year $5,612,071 · end of year $6,034,229

  • 27 · Net assets without donor restrictions

    beginning of year $39,285,299 · end of year $41,875,823

  • 28 · Net assets with donor restrictions

    beginning of year $20,683 · end of year $19,724

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

EMPOWERING TEXAS PHYSICIANS IN THE PRACTICE OF MEDICINE.

  • 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.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard W Snyder II MD

    PRES(23-24)/PRES-ELECT(22-23)

    Total calculated
    $133,333
    From this org
    $133,333
    From related orgs
    $0
    Other
    $0
    Hours/week
    13 + 1 related

  • Gary W Floyd MD

    PRES(22-23)/IMMED PAST PRES(23-24)

    Total calculated
    $66,667
    From this org
    $66,667
    From related orgs
    $0
    Other
    $0
    Hours/week
    9 + 1 related

  • E Linda Villarreal MD

    IMMED PAST PRES(22-23)

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • G Ray Callas MD

    PRES-ELECT(23-24)/CHAIR (22-23)

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • Michelle A Berger MD

    SECRETARY/TREASURER(22-23)

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Gregory M Fuller MD

    SECRETARY/TREASURER(23-24)

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Bradford W Holland MD

    SPEAKER OF THE HOUSE

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • John G Flores MD

    VICE SPEAKER OF THE HOUSE

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Keith A Bourgeois MD

    CHAIR (23-24)/VICE CHAIR (22-23)

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • Joseph S Valenti MD

    VICE CHAIR (23-24)/TRUSTEE (22-23)

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Jayesh B Shah MD

    SECRETARY (23-24)/TRUSTEE (22-23)

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • John T Carlo MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Lisa L Ehrlich MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Cynthia A Jumper MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Kimberly E Monday MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Bradford S Patt MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Tony R Aventa MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Samuel E Mathis MD

    YOUNG PHYSICIAN MBR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Alixandria F Pfeiffer Do

    RESIDENT/FELLOW MBR (22-23)

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Subhan Tabba MD

    RESIDENT/FELLOW MBR (23-24)

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Abhishek Dharan

    MEDICAL STUDENT MBR (22-23)

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Katherine Russell

    MEDICAL STUDENT MBR (23-24)

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Michael J Darrouzet

    EVP/CEO

    Total calculated
    $644,210
    From this org
    $598,400
    From related orgs
    $0
    Other
    $45,810
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $567,000
    Bonus
    $0
    Other
    $31,400
    Deferred
    $33,000
    Nontaxable benefits
    $12,810
    Filer's total
    $644,210

  • John E Dorman

    COO

    Total calculated
    $656,600
    From this org
    $464,190
    From related orgs
    $114,400
    Other
    $78,010
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $415,000 + $114,400 related
    Bonus
    $250
    Other
    $48,940
    Deferred
    $65,200
    Nontaxable benefits
    $12,810
    Filer's total
    $542,200 + $114,400 related

  • Kelly Walla

    VP/GENERAL COUNSEL

    Total calculated
    $505,412
    From this org
    $449,080
    From related orgs
    $0
    Other
    $56,332
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $410,000
    Bonus
    $15,000
    Other
    $24,080
    Deferred
    $43,500
    Nontaxable benefits
    $12,832
    Filer's total
    $505,412

  • Clayton Stewart

    VP, PUBLIC AFFAIRS

    Total calculated
    $334,112
    From this org
    $293,802
    From related orgs
    $0
    Other
    $40,310
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,000
    Bonus
    $16,322
    Other
    $2,480
    Deferred
    $27,500
    Nontaxable benefits
    $12,810
    Filer's total
    $334,112

  • Karen G Batory

    VP, POPULATION HEALTH & MEDICAL EDUCATION

    Total calculated
    $314,672
    From this org
    $254,560
    From related orgs
    $0
    Other
    $60,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,900
    Bonus
    $1,000
    Other
    $16,660
    Deferred
    $47,380
    Nontaxable benefits
    $12,732
    Filer's total
    $314,672

  • Gary A Atwood

    VP, TIS & ADMINISTRATIVE SERVICES

    Total calculated
    $299,922
    From this org
    $239,810
    From related orgs
    $0
    Other
    $60,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,900
    Bonus
    $250
    Other
    $2,660
    Deferred
    $47,380
    Nontaxable benefits
    $12,732
    Filer's total
    $299,922

  • Pamela Udall

    VP, COMMUNICATIONS & MARKETING

    Total calculated
    $293,358
    From this org
    $245,091
    From related orgs
    $0
    Other
    $48,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,900
    Bonus
    $5,711
    Other
    $2,480
    Deferred
    $35,535
    Nontaxable benefits
    $12,732
    Filer's total
    $293,358

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

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.

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • TMA PRACTICE MANAGEMENT HOLDINGS LLC

    ACCOUNTABLE CARE ORGANIZATION DEVELOPMENT (INACTIVE) · TX · income $0 · assets $120,000

    Directly controlled by TEXAS MEDICAL ASSOCIATION

  • TMA SPECIALTY SERVICES LLC

    VALUE BASED CARE ADVISORY SERVICES (INACTIVE) · TX · income $0 · assets $533,526

    Directly controlled by TMA PRACTICE MANAGEMENT HOLDINGS LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TEXAS MEDICAL ASSOCIATION INSURANCE TRUST

    C · INSURANCE SERVICES · TX · controlled entity

    Directly controlled by TEXAS MEDICAL ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v5.1
Source object
202432899349301413

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