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← TEXAS MEDICAL ASSOCIATION ALLIANCE

Form 990 for tax year 2022

Filed by TEXAS MEDICAL ASSOCIATION ALLIANCE.

Totals

Total revenue
$152,864
Total expenses
$172,346
Contributions and grants received
$139,037
Grants paid
$20,300
Program service revenue
$6,360
Investment income
$7,467
Other revenue
$0
Total assets, end of year
$705,173
Total liabilities, end of year
$36,949
Net assets or fund balances, end of year
$668,224
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.

  • 1b · Membership dues

    $63,819

  • 1d · Related organizations

    $61,221

  • 1f · All other contributions, gifts and grants

    $13,997

  • 2a · Program service revenue: MEETING REGISTRATION

    total $6,360 · related or exempt $6,360

  • 3 · Investment income

    total $16,755 · excluded $16,755

  • 7a · Gross sales of assets other than inventory

    other assets $18,219

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

    other assets $27,507

  • 7c · Gain or loss

    other assets -$9,288

  • 7d · Net gain or loss

    total -$9,288 · excluded -$9,288

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,300

  • 7 · Other salaries and wages

    total $42,408

  • 9 · Other employee benefits

    total $7,271

  • 10 · Payroll taxes

    total $3,425

  • 11f · Fees: investment management

    total $2,867

  • 13 · Office expenses

    total $18,400

  • 14 · Information technology

    total $2,659

  • 17 · Travel

    total $26,949

  • 19 · Conferences, conventions and meetings

    total $37,330

  • 23 · Insurance

    total $600

  • 24a · Other expenses: BOOKSHARE PROGRAM

    total $10,137

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $59,039 · end of year $19,224

  • 9 · Prepaid expenses and deferred charges

    end of year $3,804

  • 11 · Investments: publicly traded securities

    beginning of year $797,316 · end of year $682,145

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,796 · end of year $0

  • 19 · Deferred revenue

    beginning of year $41,281 · end of year $36,949

  • 27 · Net assets without donor restrictions

    beginning of year $807,278 · end of year $668,224

Mission and programs · 2022

Mission

TEXAS MEDICAL ASSOCIATION ALLIANCE SPONSORS AND SUPPORTS PROGRAMS FOR THE ADVANCEMENT OF MEDICINE AND PUBLIC HEALTH ON THE LOCAL AND STATE LEVELS.

  • ANNUAL CONVENTION: MEMBERS ATTENDED THE CONVENTION TO ELECT OFFICERS, REPORT PRIOR YEARS ACTIVITIES, AND DISCUSS CURRENT PLANS, AND OTHER TOPICS OF INTEREST TO THE MEMBERS.

  • CONFERENCES: MEMBERS ATTENDED FOR LEADERSHIP TRAINING AND OTHER EDUCATIONAL MATTERS.

As filed on the 2022 return.

Listed in Part VII

  • Libby White

    PRESIDENT 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Lewis

    PRESIDENT 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Martha Vijjeswarapu

    PAST PRESIDENT 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Vanexan

    PRESIDENT ELECT 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Joi Smith

    VP OF MEMBERSHIP 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Jenny Shepherd

    VP ELECT OF MEMBEERSHIP 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Kelly Michaels

    VP OF COMMUNITY HEALTH 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Christel Chase

    VP OF LEGISLATIVE AFFAIRS 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Lisa Drever

    VP OF FUTURE PLANNING 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Martha Howell

    VP OF FISCAL AFFAIRS 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Lori Boies

    VP ELECT OF FISCAL AFFAIRS 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Mariko Elvin

    RECORDING SECRETARY 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Mercedes Dossa

    PARLIAMENTARIAN 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Jenny Shepherd

    VP OF COMMUNITY HEALTH 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Mark Baerd

    VP OF COMMUNICATION 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Amanda Cutbirth

    VP FUTURE PLANNING 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Lori Routh

    VP OF MEMBERSHIP 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Mary Ann Shelton

    PARLIAMENTARIAN 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Nancy Neal

    PRESIDENT'S SPECIAL ADVISOR 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Hannah Baker

    APT REPRESENTATIVE 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Imani Allen

    REVISIONS AND GUIDELINES 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Lisa Queralt

    ADVISORY COMMITTEE 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Lori Benold

    RESOURCES LIAISONS 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Jean Harris

    RESOURCES LIAISONS 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Jenny Stern

    RESOURCES LIAISONS 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Lori Urso

    RESOURCES LIAISONS 2022-2023

    Total calculated
    $0
    Hours/week
    1

  • Keely Hunsaker

    PRESIDENT'S SPECIAL ADVISOR 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Bailey Wesley

    ALLIANCE PHYSICIAN IN TRAINING

    Total calculated
    $0
    Hours/week
    1

  • Sunshine Moore

    ADVISORY COMMITTEE 2021-2023

    Total calculated
    $0
    Hours/week
    1

  • Sue Schackmuth

    RESOURCES LIAISONS 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Chris McGilvery

    RESOURCES LIAISONS 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Diane Moy

    RESOURCES LIAISONS 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Liza Raynor

    RESOURCES LIAISONS 2021-2022

    Total calculated
    $0
    Hours/week
    1

  • Pam Udall

    EXECUTIVE DIRECTOR

    Total calculated
    $290,477
    From this org
    $0
    From related orgs
    $255,775
    Other
    $34,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $236,900 related
    Bonus
    $0 + $16,895 related
    Other
    $0 + $1,980 related
    Deferred
    $0 + $23,690 related
    Nontaxable benefits
    $0 + $11,012 related
    Filer's total
    $0 + $290,477 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

  • 3 · Written employment contract

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)

PART I, LINE 3
TEXAS MEDICAL ASSOCIATION ALLINCE EXECUTIVE VICE PRESIDENT SALARY IS PAID BY TEXAS MEDICAL ASSOCIATION.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343179349308179

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