Form 990 for tax year 2023
Filed by TULSA COUNTY MEDICAL SOCIETY FOUNDATION.
Totals
- Total revenue
- $366,769
- Total expenses
- $341,670
- Contributions and grants received
- $188,721
- Grants paid
- $40,879
- Program service revenue
- $76,000
- Investment income
- $99,088
- Other revenue
- $2,960
- Total assets, end of year
- $3,079,046
- Total liabilities, end of year
- $3,152
- Net assets or fund balances, end of year
- $3,075,894
- Program services expenses (Part IX)
- $328,746
- Management and general expenses
- $12,924
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $328,746
Program services were 96.2% 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
$188,721
-
2a · Program service revenue: RENTAL
total $76,000 · related or exempt $76,000
-
3 · Investment income
total $72,495 · excluded $72,495
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $2,960 · excluded $2,960
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $58,159 · other assets $545
-
7b · Less cost or other basis and sales expenses
securities $32,111
-
7c · Gain or loss
securities $26,048 · other assets $545
-
7d · Net gain or loss
total $26,593 · excluded $26,593
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,850 · program services $3,850
-
2 · Grants to domestic individuals
total $37,029 · program services $37,029
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $81,583 · program services $81,583
-
8 · Pension plan contributions
total $6,707 · program services $6,707
-
9 · Other employee benefits
total $12,566 · program services $12,566
-
10 · Payroll taxes
total $6,241 · program services $6,241
-
11a · Fees: management
total $31,667 · program services $31,667
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $10,589 · program services $7,174 · management and general $3,415
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $25,453 · program services $25,453
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $4,721 · program services $2,882 · management and general $1,839
-
14 · Information technology
total $12,019 · program services $8,509 · management and general $3,510
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $28,056 · program services $25,481 · management and general $2,575
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $42,933 · program services $42,933
-
23 · Insurance
total $11,024 · program services $9,569 · management and general $1,455
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $10,535 · program services $10,535
-
24b · Other expenses: UTILITIES
total $8,971 · program services $8,971
-
24c · Other expenses: JANITORIAL
total $2,700 · program services $2,700
-
24d · Other expenses: Postage and Shipping
total $2,614 · program services $2,614
-
24e · All other expenses
total $2,412 · program services $2,282 · management and general $130
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $1,534,559 · end of year $1,569,858
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
beginning of year $6,250 · end of year $38,517
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,256,330
-
10b · Land, buildings and equipment: accumulated depreciation
$611,233
-
10c · Land, buildings and equipment, net
beginning of year $681,861 · end of year $645,097
-
11 · Investments: publicly traded securities
beginning of year $555,094 · end of year $561,988
-
12 · Investments: other securities
beginning of year $274,672 · end of year $263,586
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
25 · Other liabilities
beginning of year $1,641 · end of year $3,152
-
27 · Net assets without donor restrictions
beginning of year $992,350 · end of year $1,011,616
-
28 · Net assets with donor restrictions
beginning of year $2,058,445 · end of year $2,064,278
Mission and programs · 2023
Mission
THE MISSION OF THE FOUNDATION IS TO DEVELOP, CREATE, AND MAINTAIN PROGRAMS IN THE TULSA AREA DESIGNED FOR HEALTH PROMOTION, HEALTH EDUCATION, AND DISEASE PREVENTION AND TREATMENT THROUGH THE PROFESSIONAL EXPERTISE AND ENGAGEMENT OF THE TULSA COUNTY MEDICAL SOCIETY MEMBER PHYSICIANS AND ALLIANCE.
Activities or mission (Part I)
LOW-INCOME AND UNINSURED TULSA COUNTY RESIDENTS RECEIVE SPECIALTY HEALTH CARE THROUGH A REFERRAL PROGRAM OF THE FOUNDATION. THE FOUNDATION HAS AWARDED $1.491 MILLION SCHOLARSHIPS TO 1,336 MEDICAL STUDENTS TO INVEST IN THE FUTURE OF THE AREA'S HEALTH CARE NEEDS.
-
PROJECT TCMS IS A COMMUNITY PARTNERSHIP TO IMPROVE ACCESS TO SPECIALTY HEALTH CARE FOR LOW-INCOME, UNINSURED RESIDENTS OF TULSA COUNTY. IT COMBINES CARE PROVIDED IN PRIMARY CARE SAFETY NET CLINICS IN TULSA COUNTY WITH DONATED SPECIALTY CARE IN A COORDINATED REFERRAL PROGRAM LED BY THE TULSA COUNTY MEDICAL SOCIETY FOUNDATION. THIS PROGRAM WAS ESTABLISHED BECAUSE THERE ARE CURRENTLY NO RESOURCES AVAILABLE FOR NON-EMERGENT SPECIALTY CARE FOR THE LOW-INCOME, UNINSURED PATIENTS. DURING 2023, SERVICES AND MATERIALS VALUED AT $710,034 WERE PROVIDED TO LOW-INCOME PATIENTS WHO OTHERWISE WOULD NOT HAVE RECEIVED CARE.
Expenses $188,318
-
THE FOUNDATION MAKES FACILITIES AVAILABLE FOR ACTIVITIES OF TULSA COUNTY MEDICAL SOCIETY AND OTHER MEDICAL COMMUNITY SERVICE ORGANIZATIONS TO HOLD MEETINGS AND EVENTS IN ACCORDANCE WITH THE CHARITABLE AND COMMUNITY SERVICE PURPOSES OF THE FOUNDATION.
Expenses $72,978 · Revenue $76,000
-
THE TCMS FOUNDATION SCHOLARSHIP FUND WAS ESTABLISHED TO PROVIDE SCHOLARSHIPS TO SECOND, THIRD, AND FOURTH YEAR MEDICAL STUDENTS. A COMMITTEE IS APPOINTED TO REVIEW SCHOLARSHIP APPLICATIONS AND SELECT RECIPIENTS ON AN ANNUAL BASIS. FOR 2023, $37,000 WAS AWARDED TO 9 MEDICAL STUDENTS MAKING THE CUMULATIVE TOTAL AWARDED SCHOLARSHIPS $1,491,550 TO 1,336 MEDICAL STUDENTS. IN ADDITION, LEADERSHIP IS ENCOURAGED THROUGH FINANCIAL ASSISTANCE TO STUDENTS WHO JOIN STATE AND NATIONAL MEDICAL SOCIETIES AND ATTEND THEIR MEETINGS. THE TCMS FOUNDATION IS VERY PROUD TO INVEST IN THE FUTURE OF HEALTH CARE BY SUPPORTING MEDICAL STUDENTS AND ENGAGING THEM IN ORGANIZED MEDICINE EARLY IN THEIR CAREER.
Expenses $67,450 · Grants $37,029
As filed on the 2023 return.
Listed in Part VII
-
MARK MCELREATH
Executive Dir.
- Total calculated
- $89,274
- From this org
- $89,274
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10 + 30 related
-
MARTINA JELLEY MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LYNN FRAME MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DAVID W GRIFFITHS MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KULSUM SIDDIQUI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES CASH MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SHARON SMALLWOOD MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN MACHA MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DAVID MINIELLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DIANE M HEATON MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL HAIRSTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PETER ARAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433189349309288
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