TEXAS HOSPITAL ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS HOSPITAL ASSOCIATION (EIN 74-1362741)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-07
- IRS object ID
- 202102809349300800
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-07T07:29:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742859143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALHOUN THOMSON MATZA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30044 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741362741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS HOSPITAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 5124651000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 LAVACA STREET NO 700 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IGNACIO ZAMARRON | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Phone | 5124651000 | PhoneNum |
| Signature | 2021-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IGNACIO | PersonFirstNm |
| Person Last | ZAMARRON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C BRIAN STREIG | PreparerPersonNm |
| PTIN | P00735757 | PTIN |
| Phone | 5124398400 | PhoneNum |
| Preparation | 2021-09-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | IGNACIO ZAMARRON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 LAVACA STREET NO 700 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,145,550 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.THA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE LEADERSHIP IN ADVOCACY, INFORMATION, AND EDUCATION TO ENABLE TEXAS HOSPITALS TO DELIVER SUPERIOR, COST EFFECTIVE CARE WHICH ENHANCES THE HEALTH CARE OF INDIVIDUALS AND THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 92 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $638,821 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $30,514 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,284 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,689,560 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,727,914 | CYProgramServiceRevenueAmt |
| PY Investment Income | $612,066 | PYInvestmentIncomeAmt |
| CY Investment Income | $390,363 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,170,823 | PYOtherRevenueAmt |
| CY Other Revenue | $2,160,849 | CYOtherRevenueAmt |
| PY Total Revenue | $11,499,733 | PYTotalRevenueAmt |
| CY Total Revenue | $12,303,126 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,880 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $49,080 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,129,778 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,145,864 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,948,778 | PYOtherExpensesAmt |
| CY Other Expenses | $4,911,918 | CYOtherExpensesAmt |
| PY Total Expenses | $11,127,436 | PYTotalExpensesAmt |
| CY Total Expenses | $12,106,862 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $372,297 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $196,264 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,611,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,124,379 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,045,395 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,606,015 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,565,787 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,518,364 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE TEXAS HOSPITAL ASSOCIATION'S MISSION IS TO PROVIDE LEADERSHIP IN ADVOCACY, INFORMATION AND EDUCATION TO ENABLE TEXAS HOSPITALS TO DELIVER SUPERIOR, COST EFFECTIVE CARE WHICH ENHANCES THE HEALTH CARE OF INDIVIDUALS AND THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ADVOCACY - AT THE STATE AND FEDERAL LEVEL, TEXAS HOSPITAL ASSOCIATION (THA) REPRESENTS ITS MEMBERS' INTERESTS BEFORE LEGISLATIVE, REGULATORY AND JUDICIAL BODIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION - THA HOLDS EDUCATIONAL PROGRAMS WHICH INCLUDE A DISTANCE LEARNING SERIES IN VARIOUS FIELDS OF HOSPITAL OPERATIONS AND MANAGEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL CONFERENCE - THA HOSTS AN ANNUAL CONFERENCE AND TRADE SHOW FOR ITS MEMBERS. THE EVENT INCLUDES EDUCATIONAL SESSIONS, AS WELL AS A TRADE SHOW WHERE PARTICIPANTS LEARN ABOUT HEALTH CARE PRODUCTS AND SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 92 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IGNACIO ZAMARRON | PersonNm |
| Phone | 5124651000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 LAVACA STREET STE 700 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| TED SHAW | |||||||||
| CEO/PRESIDENT | 40.00 | 10.00 | Yes (X) | Yes (X) | $1,097,430 | $0 | $30,826 | ||
| ERIN S ASPREC | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK P CERISE | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAYNE POPE | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC L BOOM | |||||||||
| CHAIR ELECT | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY A HURT-DEITCH | |||||||||
| IMMEDIATE PAST CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER DUROVICH | |||||||||
| CHAIR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH MITCHELL | |||||||||
| PHYSICIAN TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GLENN A ROBINSON | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EROL AKDAMAR | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD HOLLAND | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOMINIC DOMINGUEZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM KENDRICK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RON SEAL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUSSELL TIPPIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TROY VILLAREAL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MANUEL VELA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL MURPHY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAM BAGCHI | |||||||||
| PHYSICIAN TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTANN VASQUEZ | |||||||||
| COPD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRIS C DASKEVICH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| R JACOB CINTRON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON D JENNINGS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIRK KING | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| T DOUGLAS LAWSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES E VANEK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN TURLEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA J BRADSHAW | |||||||||
| NURSE EXECUTIVE TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MOODY CHISHOLM | |||||||||
| COPD VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA H COOK | |||||||||
| THT CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| IGNACIO ZAMARRON | |||||||||
| CFO/SR VP,BUSINESS AFFAIRS | 40.00 | Yes (X) | $337,887 | $0 | $31,015 | ||||
| JOHN HAWKINS | |||||||||
| SR VP, ADVOCACY & PUBLIC P | 40.00 | Yes (X) | $326,742 | $0 | $45,685 | ||||
| STEPHEN WOHLEB | |||||||||
| SR VP, GENERAL COUNSEL | 40.00 | Yes (X) | $272,693 | $0 | $29,670 | ||||
| MITZI RESSMANN | |||||||||
| SR VP, OPERATIONS | 32.00 | 8.00 | Yes (X) | $266,079 | $0 | $33,103 | |||
| CARRIE WILLIAMS | |||||||||
| CCO | 40.00 | Yes (X) | $175,954 | $0 | $16,767 | ||||
| JENNIFER BANDA | |||||||||
| VP, ADVOCACY, PUBLIC POLICY | 40.00 | $205,961 | $0 | $20,321 | Yes (X) | ||||
| RICHARD SCHIRMER | |||||||||
| VP, HEALTHCARE POLICY ANAL | 40.00 | $176,513 | $0 | $25,111 | Yes (X) | ||||
| CARRIE KROLL | |||||||||
| VP, ADVOCACY, QUALITY & PUBLIC HEALTH | 40.00 | $161,064 | $0 | $24,751 | Yes (X) | ||||
| CESAR LOPEZ | |||||||||
| ASSISTANT GENERAL COUNSEL | 40.00 | $150,913 | $0 | $14,973 | Yes (X) | ||||
| SARA GONZALEZ | |||||||||
| ASSOCIATE, GENERAL COUNSEL | 40.00 | $146,294 | $0 | $19,739 | Yes (X) | ||||
| LEA ANN PORTER | |||||||||
| VP, RETIREMENT PROGRAMS | 40.00 | $133,671 | $0 | $21,063 | Yes (X) | ||||
| CUI RYE | |||||||||
| VP, FINANCE | 40.00 | $137,213 | $0 | $8,614 | Yes (X) | ||||
| DUNCAN DONALD | |||||||||
| ASSOCIATE, GENERAL COUNSEL | 40.00 | $127,579 | $0 | $20,159 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,715,993 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $341,797 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTEGRATED STRATEGY GROUP LLC | |||||
| N/A | WASHINGTON | DC | 20001 | BUSINESS CONSULTING | $200,000 |
| CAMERON KRIER MASSEY INC | |||||
| 1503 W 9TH STREET 201 | AUSTIN | TX | 78703 | GOVERNMENT RELATIONS CONSULTING | $197,234 |
| UBEO OF AUSTIN | |||||
| 2112 RUTLAND DR 140 | AUSTIN | TX | 78758 | COPIER/PRINTER SERVICES | $176,676 |
| MARRIOTT BUSINESS SERVICES | |||||
| 1110 E 2ND ST | AUSTIN | TX | 78701 | FACILITY RENTAL & CATERING | $156,289 |
| DATAGEN INC | |||||
| ONE EMPIRE DRIVE | RENSSELAER | NY | 12144 | ANALYTICAL SUPPORT | $139,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $24,000 | AllOtherContributionsAmt |
| Total Contributions | $24,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $8,916,161 | $8,916,161 | |
| SPONSORSHIPS | 900099 | $681,360 | $681,360 | |
| AHA GRANT | 900099 | $63,015 | $63,015 | |
| ADVERTISING | 541800 | $60,748 | $4,168 | $56,580 |
| SEMINAR REGISTRATION | 900099 | $6,300 | $6,300 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $330 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $330 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,727,914 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $425,496 | TotalRevenueColumnAmt |
| Exclusion | $425,496 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $232,750 | TotalRevenueColumnAmt |
| Exclusion | $232,750 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $374,902 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $339,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,902 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,902 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $34,903 | UnrelatedBusinessRevenueAmt |
| Exclusion | $999 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,468,291 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,503,424 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$35,133 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,133 | TotalRevenueColumnAmt |
| Exclusion | -$35,133 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTERCO MANAGEMENT SVC | 541610 | $888,700 | $614,700 | $274,000 |
| MANAGEMENT FEE - THINK | 541610 | $543,552 | $484,044 | $59,508 |
| INTERCO SERVICES | 900099 | $219,923 | $96,000 | $123,923 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,022 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179,810 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $89,907 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$29,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,892,197 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,303,126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,045,888 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $638,821 | UnrelatedBusinessRevenueAmt |
| Exclusion | $594,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,080 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,893,090 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,936,218 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,673 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,883 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,672 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,537 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,400 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,344,147 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,489 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,444,156 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,028 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,867 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,334 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,310 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,533 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FEDERAL INCOME TAX | $31,000 |
| DUES, FEES AND SUBSCRIP | $316,829 |
| EQUIPMENT RENTAL | $190,337 |
| INVESTMENT FEES | $65,003 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,276 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,106,862 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,305 | BOYAmt |
| EOY | $302,932 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,158,103 | BOYAmt |
| EOY | $9,769,101 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,054,820 | BOYAmt |
| EOY | $557,444 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,242 | BOYAmt |
| EOY | $228,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,120,206 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,957,840 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,247 | BOYAmt |
| EOY | $1,162,366 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,840,646 | BOYAmt |
| EOY | $19,846,999 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,516,044 | BOYAmt |
| EOY | $7,642,517 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,166,775 | BOYAmt |
| EOY | $1,614,551 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,611,182 | BOYAmt |
| EOY | $41,124,379 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,392,773 | BOYAmt |
| EOY | $1,705,614 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,333,405 | BOYAmt |
| EOY | $6,056,624 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,217 | BOYAmt |
| EOY | $1,843,777 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,045,395 | BOYAmt |
| EOY | $9,606,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,406,545 | BOYAmt |
| EOY | $31,383,972 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,242 | BOYAmt |
| EOY | $134,392 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,565,787 | BOYAmt |
| EOY | $31,518,364 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,611,182 | BOYAmt |
| EOY | $41,124,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $196,264 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,677,360 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $78,953 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $8,916,161 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $832,943 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$130,123 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $702,820 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,350,798 | AggregateReportedDuesNtcAmt |
| Taxable | -$647,978 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,254,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $584,671 | DepreciationAmt |
| Book Value | $669,603 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,830,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,338,169 | DepreciationAmt |
| Book Value | $492,763 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,162,366 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN THA MANAGEMENT CORPORATION | $2,926,718 | F |
| INVESTMENT IN PARTNERSHIP | $4,715,799 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,642,517 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRACTUAL OBLIGATIONS | $352,320 |
| OTHER ACCRUED LIABILITIES | $791,457 |
| PPP LOAN PAYABLE | $700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,843,777 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,470,496 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,677,360 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $220,347 | OtherRevenueAmt |
| Revenue Not Reported | $1,897,707 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,572,789 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $69,337 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$339,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$269,663 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,303,126 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,376,525 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $339,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $339,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,037,525 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $69,337 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $69,337 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,106,862 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ASSOCIATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES. THE ASSOCIATION EVALUATES UNCERTAIN TAX POSITIONS, IF ANY EXIST, UNDER THIS TOPIC. THE ASSOCIATION ACCOUNTS FOR UNCERTAINTY OF INCOME TAXES BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD FOR THE RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS, WHICH INCLUDES THE ACCOUNTING FOR INTEREST AND PENALTIES RELATING TO TAX POSITIONS. MANAGEMENT CURRENTLY DOES NOT HAVE ANY TAX POSITIONS THAT IT WOULD CONSIDER UNCERTAIN AT DECEMBER 31, 2020 AND DECEMBER 31, 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EQUITY IN THA MANAGEMENT EARNINGS 148,551. TADA BUILDING, LP AUDIT/TAX DIFFERENCE 71,796. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -339,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 339,000. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUND FOR POLITICAL EDUCATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 10TH STREET NW TWO CITY CNTR | AddressLine1Txt |
| Address Line2 | STE 400 | AddressLine2Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 360726140 | RecipientEIN |
| IRC Section | 501(C)(6) | IRCSectionDesc |
| Cash Grant | $26,650 | CashGrantAmt |
| Purpose Of Grant | TO FURTHER HEALTHCARE EDUCATION AND ADVOCACY | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE DESIGNATED TO SUPPORT ONGOING HEALTH EDUCATION AND ADVOCACY INITIATIVES AT GRANTEE ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TED SHAW | ||||||||||||||
| CEO/PRESIDENT | $851,004 | $0 | $236,516 | $0 | $9,910 | $0 | $14,250 | $0 | $16,576 | $0 | $1,128,256 | $0 | $0 | $0 |
| JOHN HAWKINS | ||||||||||||||
| SR VP, ADVOCACY & PUBLIC P | $267,262 | $0 | $49,570 | $0 | $9,910 | $0 | $27,930 | $0 | $17,755 | $0 | $372,427 | $0 | $0 | $0 |
| IGNACIO ZAMARRON | ||||||||||||||
| CFO/SR VP,BUSINESS AFFAIRS | $278,176 | $0 | $49,801 | $0 | $9,910 | $0 | $28,064 | $0 | $2,951 | $0 | $368,902 | $0 | $0 | $0 |
| STEPHEN WOHLEB | ||||||||||||||
| SR VP, GENERAL COUNSEL | $220,956 | $0 | $41,827 | $0 | $9,910 | $0 | $11,644 | $0 | $18,026 | $0 | $302,363 | $0 | $0 | $0 |
| MITZI RESSMANN | ||||||||||||||
| SR VP, OPERATIONS | $216,489 | $0 | $41,662 | $0 | $7,928 | $0 | $22,270 | $0 | $10,833 | $0 | $299,182 | $0 | $0 | $0 |
| JENNIFER BANDA | ||||||||||||||
| VP, ADVOCACY, PUBLIC POLICY | $189,143 | $0 | $16,608 | $0 | $210 | $0 | $19,439 | $0 | $882 | $0 | $226,282 | $0 | $0 | $0 |
| RICHARD SCHIRMER | ||||||||||||||
| VP, HEALTHCARE POLICY ANAL | $161,187 | $0 | $15,166 | $0 | $160 | $0 | $16,511 | $0 | $8,600 | $0 | $201,624 | $0 | $0 | $0 |
| CARRIE WILLIAMS | ||||||||||||||
| CCO | $175,744 | $0 | $0 | $0 | $210 | $0 | $8,855 | $0 | $7,912 | $0 | $192,721 | $0 | $0 | $0 |
| CARRIE KROLL | ||||||||||||||
| VP, ADVOCACY, QUALITY & PUBLIC HEALT | $146,897 | $0 | $14,007 | $0 | $160 | $0 | $7,935 | $0 | $16,816 | $0 | $185,815 | $0 | $0 | $0 |
| SARA GONZALEZ | ||||||||||||||
| ASSOCIATE, GENERAL COUNSEL | $132,846 | $0 | $13,288 | $0 | $160 | $0 | $7,019 | $0 | $12,720 | $0 | $166,033 | $0 | $0 | $0 |
| CESAR LOPEZ | ||||||||||||||
| ASSISTANT GENERAL COUNSEL | $137,465 | $0 | $13,288 | $0 | $160 | $0 | $7,019 | $0 | $7,954 | $0 | $165,886 | $0 | $0 | $0 |
| LEA ANN PORTER | ||||||||||||||
| VP, RETIREMENT PROGRAMS | $122,349 | $0 | $11,162 | $0 | $160 | $0 | $6,570 | $0 | $14,493 | $0 | $154,734 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | CLUB DUES, COMPANION TRAVEL AND GROSS-UP PAYMENTS WERE PAID FOR SOME EMPLOYEES AND REPORTED AS TAXABLE WAGES TO THEM. |
| PART I, LINE 4B | A SERP WAS ESTABLISHED FOR TED SHAW, CEO EFFECTIVE JANUARY 1, 2016. A TOTAL OF $109,000 WAS PAID IN 2020. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS WHO PAY MEMBERSHIP FEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | A BOARD-APPOINTED NOMINATING COMMITTEE AND THE BOARD APPROVES EACH OF ITS MEMBERS. ONLY THE ELECTION OF THE OFFICERS OF THE BOARD ARE SUBJECT TO APPROVAL BY THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES TO THE BYLAWS MUST BE APPROVED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PROVIDED TO THE GOVERNING BODY, AUDIT COMMITTEE AND STAFF FOR REVIEW AND APPROVAL BEFORE BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THA HAS AN ASSIGNED COMPLIANCE OFFICER WHO REVIEWS ALL CONFLICT OF INTEREST POSSIBILITIES AND REPORTS IT TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES FOR THE CEO, GOVERNING BOARD MEMBERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY BOTH THE EXECUTIVE COMMITTEE AND THE BOARD BASED ON THE REVIEW OF AN INDEPENDENT CONSULTANT AND INDEPENDENT COMPENSATION SURVEYS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING 850,877. INTERCOMPANY SERVICES 286,000. OUTSIDE SERVICES 204,466. COMMISSIONS 2,804. |
| FORM 990, PART XI, LINE 9: | DECREASE IN UNFUNDED PENSION LIABILITY -141,397. EQUITY IN THA MANAGEMENT EARNINGS 148,551. TADA BUILDING, LP AUDIT/TAX DIFFERENCE 71,796. ROUNDING 3. |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT PROCESS OR SELECTION PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TEXAS HOSPITAL ASSOCIATION FOUNDATION | ||||||||||
| 1108 LAVACA STREET STE 700 | AUSTIN | TX | 78701 | 260597324 | ESTABLISH, SPONSOR & PROMOTE EDUCATIONAL PROGRAMS IN HEALTHCARE | TX | 501(C)(3) | LINE 12B, II | TEXAS HOSPITAL ASSOCIATION | Yes (1) |
| TEXAS HOSPITAL ASSOCIATION POLITICAL ACTION COMMITTEE | ||||||||||
| 1108 LAVACA STREET STE 700 | AUSTIN | TX | 78701 | 742412427 | ENCOURAGE HOSPITAL-RELATED UNDERSTANDING AND ACTIONS OF GOVERNMENT | TX | 527 | 0 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THA MANAGEMENT CORPORATION | ||||||||||||
| 1108 LAVACA STREET STE 700 | AUSTIN | TX | 78701 | 742611400 | MGMT/THA SUBS | TX | TEXAS HOSPITAL ASSOCIATION | C | $165 | $3,071,266 | 1.00000 | Yes (1) |
| HEALTHSHARE INC | ||||||||||||
| 1108 LAVACA STREET STE 700 | AUSTIN | TX | 78701 | 742546566 | ENDORSE PRODUCTS | TX | THA MANAGEMENT CORPORATION | C | $1,045,257 | $2,646,953 | 1.00000 | Yes (1) |
| TEXAS HOSPITAL INSURANCE NETWORK INC | ||||||||||||
| 1108 LAVACA STREET STE 700 | AUSTIN | TX | 78701 | 742611465 | INSURANCE/BENEFITS | TX | THA MANAGEMENT CORPORATION | C | $2,170,439 | $169,842 | 1.00000 | Yes (1) |
| THA INSURANCE AGENCY INC | ||||||||||||
| 1108 LAVACA STREET STE 700 | AUSTIN | TX | 78701 | 742831219 | INSURANCE | TX | HEALTHSHARE INC | C | $202,712 | $215,297 | 1.00000 | Yes (1) |
| (no name) | ||||||||||||
| Yes (1) | ||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HEALTHSHARE INC | ||
| A | $75,000 | FMV |
| TEXAS HOSPITAL ASSOCIATION FOUNDATION | ||
| A | $235,000 | FMV |
| HEALTHSHARE INC | ||
| Q | $81,408 | FMV |
| HEALTHSHARE INC | ||
| O | $127,100 | FMV |
| TEXAS HOSPITAL INSURANCE NETWORK | ||
| O | $133,400 | FMV |
| THA MANAGEMENT CORPORATION | ||
| O | $6,500 | FMV |
| TEXAS HOSPITAL ASSOCIATION FOUNDATION | ||
| O | $614,700 | FMV |
| TEXAS HOSPITAL ASSOCIATION FOUNDATION | ||
| Q | $158,993 | FMV |
| TEXAS HOSPITAL ASSOCIATION FOUNDATION | ||
| P | $492,420 | FMV |
| HEALTHSHARE INC | ||
| P | $395,000 | FMV |
| HEALTHSHARE INC | ||
| E | $131,023 | FMV |
| TEXAS HOSPITAL INSURANCE NETWORK | ||
| D | $32,267 | FMV |
| TEXAS HOSPITAL ASSOCIATION FOUNDATION | ||
| E | $33,895 | FMV |
| HEALTHSHARE INC | ||
| L | $12,246 | FMV |
| TEXAS HOSPITAL ASSOCIATION POLITICAL ACTION COMMITTEE | ||
| N | $23,408 | FMV |