TMF HEALTH QUALITY INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TMF HEALTH QUALITY INSTITUTE (EIN 52-1002260)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349303508
- Schema version
- 2019v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T10:52:45-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521002260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TMF HEALTH QUALITY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TMFH | BusinessNameControlTxt |
| Phone | 5123341622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3107 OAK CREEK DRIVE NO 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA HOERNIS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5123341622 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY LOGAN | PreparerPersonNm |
| PTIN | P00677048 | PTIN |
| Phone | 5124796000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.194.175.126 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 10:43:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 86472BABD63B551805D182B648D7FCF54F1029D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAMELA HOERNIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3107 OAK CREEK DRIVE NO 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,223,839 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TMF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE MEASURABLE IMPROVEMENTS IN THE QUALITY AND DELIVERY OF HEALTH CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 285 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,645,114 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,375,136 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,777,465 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,381,112 | CYProgramServiceRevenueAmt |
| PY Investment Income | $678,706 | PYInvestmentIncomeAmt |
| CY Investment Income | $397,516 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,051,074 | PYOtherRevenueAmt |
| CY Other Revenue | $981,153 | CYOtherRevenueAmt |
| PY Total Revenue | $50,152,359 | PYTotalRevenueAmt |
| CY Total Revenue | $39,134,917 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $241,829 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $58,590 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,032,595 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,820,434 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,191,861 | PYOtherExpensesAmt |
| CY Other Expenses | $13,058,967 | CYOtherExpensesAmt |
| PY Total Expenses | $48,466,285 | PYTotalExpensesAmt |
| CY Total Expenses | $39,937,991 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,686,074 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$803,074 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,663,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,280,949 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,448,372 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,382,129 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,215,463 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,898,820 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MAKE MEASURABLE IMPROVEMENTS IN THE QUALITY AND DELIVERY OF HEALTH CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,269,273 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TMF WORKS WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) TO PROTECT MEDICARE PATIENT RIGHTS AND IMPROVE THE QUALITY OF HEALTH CARE THROUGH REGIONAL QUALITY IMPROVEMENT PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,419,383 | ExpenseAmt |
| Revenue | $2,992,298 | RevenueAmt |
| Desc | TMF WORKS WITH THE CENTER FOR MEDICARE AND MEDICAID INNOVATION AND THEIR CONTRACTOR TO SUPPORT THE COMPREHENSIVE PRIMARY CARE INITIATIVE BY PROVIDING AND MANAGING A NATIONAL LEARNING NETWORK COMPRISED OF SEVEN REGIONS AND FACILITATING MULTI-STAKEHOLDER ENGAGEMENT IN EACH REGION. THE INTENT OF THIS NETWORK IS TO SUPPORT PHYSICIAN PRACTICES IN SUCCESSFULLY TRANSFORMING THEIR DELIVERY OF PRIMARY CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,484,082 | ExpenseAmt |
| Revenue | $2,813,790 | RevenueAmt |
| Desc | TMF PERFORMS MEDICAL RECORD REVIEW OF TEXAS MEDICAID PROVIDERS TO DETERMINE MEDICAL NECESSITY AND COMPLIANCE WITH MEDICAID POLICIES. TMF ALSO PROVIDES THE MEDICAL AND DENTAL DIRECTORS RESPONSIBLE FOR PERFORMING PRE-AUTHORIZATION AND MEDICAL AND DENTAL RECORD REVIEWS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,143,482 | ExpenseAmt |
| Grant | $58,590 | GrantAmt |
| Revenue | $12,575,024 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,143,482 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $58,590 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $12,575,024 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,316,220 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | 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 | 0 | 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 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 285 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA L HOERNIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5123341622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3107 OAK CREEK DRIVE NO 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GARY FLOYD MD | ||||||||
| CHAIR | 2.30 | Yes (X) | $15,011 | $0 | $0 | |||
| JOHN C MCDONALD DO | ||||||||
| CHAIR | 2.00 | Yes (X) | $12,888 | $0 | $0 | |||
| TIMOTHY GRAVES | ||||||||
| VICE CHAIR | 0.80 | Yes (X) | $4,938 | $0 | $0 | |||
| JAMES HUMPHREY | ||||||||
| SECRETARY/TREASURER | 0.70 | Yes (X) | $4,438 | $0 | $0 | |||
| MICHAEL SULLIVAN | ||||||||
| SECRETARY/TREASURER | 0.80 | Yes (X) | $5,344 | $0 | $0 | |||
| NANCY ADAMS | ||||||||
| BOARD OF TRUSTEES | 0.50 | Yes (X) | $3,000 | $0 | $0 | |||
| RUTH ATKINS | ||||||||
| BOARD OF TRUSTEES | 0.30 | Yes (X) | $1,625 | $0 | $0 | |||
| J NILE BARNES PHARMD | ||||||||
| BOARD OF TRUSTEES | 0.80 | Yes (X) | $5,313 | $0 | $0 | |||
| LAURIE EAST | ||||||||
| BOARD OF TRUSTEES | 0.50 | Yes (X) | $2,875 | $0 | $0 | |||
| DEE MARGO | ||||||||
| BOARD OF TRUSTEES | 0.80 | Yes (X) | $4,875 | $0 | $0 | |||
| DAVID MASON DO | ||||||||
| BOARD OF TRUSTEES | 0.60 | Yes (X) | $3,625 | $0 | $0 | |||
| KEVIN H MCKINNEY MD | ||||||||
| BOARD OF TRUSTEES | 0.80 | Yes (X) | $4,875 | $0 | $0 | |||
| MARILYN M PATTILLO | ||||||||
| BOARD OF TRUSTEES | 0.40 | Yes (X) | $2,625 | $0 | $0 | |||
| MELISSA ROWAN | ||||||||
| BOARD OF TRUSTEES | 0.60 | Yes (X) | $4,100 | $0 | $0 | |||
| ERICK M SANTO MD PHD | ||||||||
| BOARD OF TRUSTEES | 0.80 | Yes (X) | $5,375 | $0 | $0 | |||
| JEFF SCHMELTEKOPF | ||||||||
| BOARD OF TRUSTEES | 0.30 | Yes (X) | $1,750 | $0 | $0 | |||
| GAYLE SEMTNER | ||||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $6,406 | $0 | $0 | |||
| RUSS STROMBERG | ||||||||
| BOARD OF TRUSTEES | 0.40 | Yes (X) | $2,500 | $0 | $0 | |||
| RONALD S WALTERS MD | ||||||||
| BOARD OF TRUSTEES | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS MANLEY | ||||||||
| PRESIDENT & CEO | 43.70 | $904,099 | $0 | $59,511 | Yes (X) | |||
| PAMELA HOERNIS | ||||||||
| CFO | 48.70 | $464,637 | $0 | $39,954 | Yes (X) | |||
| MICHAEL GROSS | ||||||||
| CHIEF INFORMATION OFFICER | 41.30 | $276,491 | $0 | $28,823 | Yes (X) | |||
| DEBRA A LOVATO | ||||||||
| BUSINESS DEVELOPMENT OFFIC | 42.40 | $333,467 | $0 | $51,263 | Yes (X) | |||
| JENNIFER L MARKLEY | ||||||||
| DIVISION DIRECTOR | 42.40 | $209,077 | $0 | $31,626 | Yes (X) | |||
| TARA FREASE RICHARDSON | ||||||||
| DIVISION DIRECTOR | 48.20 | $205,631 | $0 | $30,621 | Yes (X) | |||
| TYRONE CLIFT | ||||||||
| DIRECTOR, CONTRACTS & COMPLIANCE | 41.90 | $183,996 | $0 | $26,047 | Yes (X) | |||
| JESSE CROSSON | ||||||||
| QI EXECUTIVE, RESEARCH & ASSESSMENT | 40.00 | $217,253 | $0 | $20,525 | Yes (X) | |||
| RUSSELL WADE KOHL MD | ||||||||
| CHIEF MEDICAL OFFICER | 37.60 | $342,752 | $0 | $29,519 | Yes (X) | |||
| CLIFFORD KEITH MOY MD | ||||||||
| MEDICAL DIRECTOR, BEHAVIOR | 40.50 | $281,305 | $0 | $39,899 | Yes (X) | |||
| STEPHEN DRAKE THOMAS | ||||||||
| CHIEF HUMAN RESOURCES OFFICER | 41.10 | $236,321 | $0 | $45,090 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,746,592 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $402,878 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 55 | 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 |
|---|---|---|---|---|---|
| PRIMARIS HOLDINGS | |||||
| 200 N KEENE ST SUITE 101 | COLUMBIA | MO | 65201 | SUBCONTRACTOR IN MISSOURI | $1,888,353 |
| ARKANSAS FOUNDATION FOR MEDICAL CARE IN | |||||
| PO BOX 180001 | FORT SMITH | AR | 72918 | SUBCONTRACTOR IN ARKANSAS | $1,274,548 |
| QUALITY IMPROVEMENT PROFESSIONAL RESEARC | |||||
| CENTRO INTERNACIONAL DE MERCADEO T | GUAYNABO | PR | 09568 | SUBCONTRACTOR IN PUERTO RICO | $1,064,895 |
| CARROT HEALTH INC | |||||
| 807 BROADWAY ST NE SUITE 285 | MINNEAPOLIS | MN | 55413 | DATA MODELING OF SOCIAL DETERMINATES OF | $492,467 |
| DODD AND BATLA PC | |||||
| 3811 BEE CAVES ROAD SUITE 105 | AUSTIN | TX | 78746 | CORPORATE LEGAL COUNSEL | $217,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $19,375,136 | GovernmentGrantsAmt |
| Total Contributions | $19,375,136 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTS | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $18,381,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,381,112 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,381,112 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $509,266 | TotalRevenueColumnAmt |
| Exclusion | $509,266 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $981,153 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $981,153 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $981,153 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $981,153 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,977,172 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,075,907 | SecuritiesAmt |
| Other | $13,015 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$98,735 | SecuritiesAmt |
| Other | -$13,015 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$111,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$111,750 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,134,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,250,515 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $509,266 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,590 | TotalAmt |
| Program Services | $58,590 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,622,908 | TotalAmt |
| Program Services | $1,543,095 | ProgramServicesAmt |
| Management And General | $1,079,813 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,628,380 | TotalAmt |
| Program Services | $11,547,665 | ProgramServicesAmt |
| Management And General | $8,080,715 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,264 | TotalAmt |
| Program Services | $830,267 | ProgramServicesAmt |
| Management And General | $580,997 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,467,744 | TotalAmt |
| Program Services | $819,620 | ProgramServicesAmt |
| Management And General | $648,124 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,690,138 | TotalAmt |
| Program Services | $994,333 | ProgramServicesAmt |
| Management And General | $695,805 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,837 | TotalAmt |
| Program Services | $9,669 | ProgramServicesAmt |
| Management And General | $223,168 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,243 | TotalAmt |
| Program Services | $4,620 | ProgramServicesAmt |
| Management And General | $106,623 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,552 | TotalAmt |
| Program Services | $28,136 | ProgramServicesAmt |
| Management And General | $649,416 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,315,006 | TotalAmt |
| Program Services | $1,308,648 | ProgramServicesAmt |
| Management And General | $1,006,358 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,303 | TotalAmt |
| Program Services | $32,393 | ProgramServicesAmt |
| Management And General | $24,910 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,228 | TotalAmt |
| Program Services | $478,455 | ProgramServicesAmt |
| Management And General | $314,773 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,016 | TotalAmt |
| Program Services | $193,629 | ProgramServicesAmt |
| Management And General | $127,387 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476 | TotalAmt |
| Program Services | $52 | ProgramServicesAmt |
| Management And General | $424 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,943,262 | TotalAmt |
| Program Services | $893,189 | ProgramServicesAmt |
| Management And General | $1,050,073 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,836 | TotalAmt |
| Management And General | $264,836 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSULTING & SUBCONTRAC | $4,842,580 | $4,810,540 | $32,040 |
| COMMUNICATION | $574,129 | $513,352 | $60,777 |
| PROPERTY TAXES | $341,174 | $192,862 | $148,312 |
| DUES & SUBSCRIPTIONS | $239,290 | $26,111 | $213,179 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,035 | TotalAmt |
| Program Services | $30,994 | ProgramServicesAmt |
| Management And General | $314,041 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,937,991 | TotalAmt |
| Program Services | $24,316,220 | ProgramServicesAmt |
| Management And General | $15,621,771 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,322,877 | BOYAmt |
| EOY | $2,531,906 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,020,933 | BOYAmt |
| EOY | $9,772,951 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,643,230 | BOYAmt |
| EOY | $1,724,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,040,714 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,281,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,462,463 | BOYAmt |
| EOY | $15,759,200 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,964,332 | BOYAmt |
| EOY | $22,242,257 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,000 | BOYAmt |
| EOY | $1,250,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,663,835 | BOYAmt |
| EOY | $53,280,949 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,138,565 | BOYAmt |
| EOY | $3,378,650 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,807 | BOYAmt |
| EOY | $3,479 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,448,372 | BOYAmt |
| EOY | $3,382,129 | 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 | $48,215,463 | BOYAmt |
| EOY | $49,898,820 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,215,463 | BOYAmt |
| EOY | $49,898,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,663,835 | BOYAmt |
| EOY | $53,280,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$803,074 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,486,431 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $29,451,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,714,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,645,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,375,136 | CurrentTaxYearAmt |
| Total | $114,185,585 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $29,451,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,714,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,645,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,375,136 | CurrentTaxYearAmt |
| Total | $114,185,585 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $114,185,585 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $279,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,396,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,729,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,378,669 | CurrentTaxYearAmt |
| Total | $4,783,491 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $118,969,076 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $76,731,607 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PAID FOR MEMBERSHIP DUES TO THE AMERICAN HEALTH QUALITY ASSOCIATION (AHQA) | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,301,701 | OtherCostOrOtherBasisAmt |
| Book Value | $2,301,701 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,195,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,215,918 | DepreciationAmt |
| Book Value | $11,979,277 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,133,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,690,192 | DepreciationAmt |
| Book Value | $1,443,663 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,409,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,375,404 | DepreciationAmt |
| Book Value | $34,559 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,759,200 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED REVENUE CONTRACT | Desc |
| Amt | $3,479 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,479 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $41,634,363 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,486,431 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $13,015 | OtherRevenueAmt |
| Revenue Not Reported | $2,499,446 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,134,917 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,134,917 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,951,006 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $13,015 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $13,015 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,937,991 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,937,991 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE ASSESSES UNCERTAINTIES IN INCOME TAX RECOGNITION IN ITS FINANCIAL STATEMENTS AND USES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN. THE INSTITUTE HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2019 OR 2018. THE INSTITUTE IS GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR RETURNS SUBMITTED AFTER THREE YEARS. UNRELATED BUSINESS TAXABLE INCOME WAS NOMINAL FOR THE INSTITUTE AS OF DECEMBER 31, 2019 AND 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN/LOSS ON SALES OF FIXED ASSETS 13,015. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAIN/LOSS ON SALES OF FIXED ASSETS 13,015. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| TEXAS MEDICAL ASSOCIATION FOUNDATION | |||||||
| 401 W 15TH ST | AUSTIN | TX | 78701 | 746073346 | 501 ( C) 3 | $5,000 | SUPPORT FOR BE WISE-IMMUNIZE PROGRAM |
| MISSISSIPPI CHAPTER- AMERICAN ACADEMY OF PEDIATRICS-PO003071 | |||||||
| PO BOX 395 | CLINTON | MS | 39060 | 640679086 | 501 ( C) 3 | $5,000 | SUPPORT FOR PROJECT ESPERANZA |
| MEALS ON WHEELS AND MORE | |||||||
| 3227 EAST 5TH STREET | AUSTIN | TX | 78702 | 237202594 | 501 ( C) 3 | $5,000 | DONATION |
| TEXAS OSTEOPATHIC MEDICAL ASSOCIATION FOUNDATION | |||||||
| 1415 LAVACA ST | AUSTIN | TX | 78701 | 752221904 | 501 ( C) 3 | $5,000 | SUPPORT EDUCATIONAL TRACKS AT TOMA ANNUAL CONFERENCE; EDUCATION AT TOMA MIDWINTER MEETING |
| PASO DEL NORTE COMMUNITY FOUNDATION | |||||||
| 221 N KANSAS ST 1900 | EL PASO | TX | 79901 | 461997449 | 501 ( C) 3 | $5,000 | DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN SOME INSTANCES, TMF STAFF WILL GO TO THE EVENTS AND MONITOR THEM PERSONALLY AND IN OTHER INSTANCES TMF RECEIVES FEEDBACK ABOUT THE EVENT FROM THE GRANT RECIPIENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS MANLEY | ||||||||||||||
| PRESIDENT & CEO | $562,638 | $0 | $303,970 | $0 | $37,491 | $0 | $28,284 | $0 | $31,227 | $0 | $963,610 | $0 | $0 | $0 |
| PAMELA HOERNIS | ||||||||||||||
| CFO | $320,401 | $0 | $120,465 | $0 | $23,771 | $0 | $28,284 | $0 | $11,670 | $0 | $504,591 | $0 | $0 | $0 |
| MICHAEL GROSS | ||||||||||||||
| CHIEF INFORMATION OFFICER | $228,069 | $0 | $48,422 | $0 | $0 | $0 | $27,847 | $0 | $976 | $0 | $305,314 | $0 | $0 | $0 |
| DEBRA A LOVATO | ||||||||||||||
| BUSINESS DEVELOPMENT OFFIC | $244,831 | $0 | $83,847 | $0 | $4,789 | $0 | $28,284 | $0 | $22,979 | $0 | $384,730 | $0 | $0 | $0 |
| JENNIFER L MARKLEY | ||||||||||||||
| DIVISION DIRECTOR | $167,997 | $0 | $28,078 | $0 | $13,002 | $0 | $19,896 | $0 | $11,730 | $0 | $240,703 | $0 | $0 | $0 |
| TARA FREASE RICHARDSON | ||||||||||||||
| DIVISION DIRECTOR | $165,865 | $0 | $28,390 | $0 | $11,376 | $0 | $19,832 | $0 | $10,789 | $0 | $236,252 | $0 | $0 | $0 |
| TYRONE CLIFT | ||||||||||||||
| DIRECTOR, CONTRACTS & COMPLIANCE | $158,646 | $0 | $25,350 | $0 | $0 | $0 | $17,021 | $0 | $9,026 | $0 | $210,043 | $0 | $0 | $0 |
| JESSE CROSSON | ||||||||||||||
| QI EXECUTIVE, RESEARCH & ASSESSMENT | $217,253 | $0 | $0 | $0 | $0 | $0 | $20,525 | $0 | $0 | $0 | $237,778 | $0 | $0 | $0 |
| RUSSELL WADE KOHL MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $296,796 | $0 | $45,956 | $0 | $0 | $0 | $28,284 | $0 | $1,235 | $0 | $372,271 | $0 | $0 | $0 |
| CLIFFORD KEITH MOY MD | ||||||||||||||
| MEDICAL DIRECTOR, BEHAVIOR | $258,092 | $0 | $23,213 | $0 | $0 | $0 | $28,284 | $0 | $11,615 | $0 | $321,204 | $0 | $0 | $0 |
| STEPHEN DRAKE THOMAS | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $193,269 | $0 | $43,052 | $0 | $0 | $0 | $24,135 | $0 | $20,955 | $0 | $281,411 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | TOM MANLEY: $83,550 PAMELA HOERNIS: $15,451 RUSSELL KOHL: $12,753 |
| PART I, LINE 5 | TMF HAS AN EXECUTIVE INCENTIVE COMPENSATION PLAN WHERE THE PAYMENT IS ACCRUED AND PAID THAT IS CONTINGENT ON THE REVENUES OF THE ORGANIZATION AND IT'S SUBSIDIARY, C2C INNOVATIVE SOLUTIONS, INC. |
| PART I, LINE 6 | TMF HAS AN EXECUTIVE INCENTIVE COMPENSATION PLAN WHERE THE PAYMENT IS ACCRUED AND PAID THAT IS CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION AND IT'S SUBSIDIARY, C2C INNOVATIVE SOLUTIONS, INC. |
| PART I, LINE 7 | TMF HAS AN EXECUTIVE INCENTIVE COMPENSATION PLAN WHERE THE PAYMENT IS ACCRUED AND PAID THAT IS CONTINGENT ON THE OTHER PERFORMANCE INCLUDING BUT NOT LIMITED TO NEW BUSINESS GOALS, PROFIT MARGIN AND COMPLIANCE REQUIREMENTS OF THE ORGANIZATION AND IT'S SUBSIDIARY, C2C INNOVATIVE SOLUTIONS, INC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE SECRETARY/TREASURER OF THE FINANCE COMMITTEE OF THE TMF HEALTH QUALITY INSTITUTE BOARD OF TRUSTEES WILL RECEIVE A COPY OF THE IRS FORM 990 TAX RETURN PRIOR TO ITS FILING WITH THE IRS. THE SECRETARY/TREASURER AND THE CFO WILL REVIEW THE FORM. THE REVIEW WILL INCLUDE THE FOLLOWING: *DISCUSSION OF NEW IRS REQUIREMENTS AND REVISIONS TO THE FORM 990 FROM THE PREVIOUS YEAR *A BRIEF DESCRIPTION OF SCHEDULES AND RELATED ATTACHMENTS ALL MEMBERS OF THE BOARD OF TRUSTEES WILL RECEIVE A PRINTED OR ELECTRONIC COPY OF THE COMPLETED FORM 990 PRIOR TO THE FILING OF THE IRS FORM 990. DURING THE NEXT SCHEDULED BOARD MEETING, THE FINANCE COMMITTEE WILL DISCUSS THE IRS FORM 990 AND REPORT TO THE FULL BOARD. THERE WILL BE AN OPPORTUNITY FOR ALL BOARD MEMEBERS TO ASK QUESTIONS REGARDING THE TAX RETURN. DURING THE FINANCE COMMITEE REPORT TO THE BOARD, ANY DISCUSSIONS OF THE COMPLETED IRS FORM 990 WILL BE DOCUMENTED IN THE MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO PROVIDE TMF WITH A DISCLOSURE OF ENTITIES AND RELATIONSHIPS THAT COULD GIVE RISE TO A POTENTIAL CONFLICT OF INTEREST. THIS INFORMATION IS PROVIDED TO AND REVIEWED BY TMF'S COMPLIANCE OFFICER AND OUTSIDE GENERAL COUNSEL. BEFORE TMF ENTERS INTO A CONTRACT OR OTHER FINANCIAL RELATIONSHIP WITH A THIRD PARTY, THE CONTRACT OR SUBSTANCE OF THE FINANCIAL RELATIONSHIP IS REVIEWED BY TMF'S COMPLIANCE OFFICER AND TMF'S GENERAL COUNSEL. IF GENERAL COUNSEL AND TMF'S COMPLIANCE OFFICER ARE SATISFIED THAT THE CONTRACT OR OTHER RELATIONSHIP WOULD NOT RESULT ON A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, TMF WILL PROCEED WITH THE CONTRACT OR RELATIONSHIP. IF A CONFLICT OR THE APPEARANCE OF A CONFLICT IS DETERMINED, TMF WILL NOT PROCEED WITH THE CONTRACT OR RELATIONSHIP UNLESS AN ACCEPTABLE MITIGATION PLAN CAN BE DEVELOPED AND IMPLEMENTED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OBTAINS INFORMATION FROM SOURCES IT DEEMS RELEVANT AND NECESSARY TO DETERMINE REASONABLE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. IN ADDITION TO TMF'S CHIEF HUMAN RESOURCES OFFICER, AN INDEPENDENT CONSULTANT IS OBTAINED PERIODICALLY, TO REVIEW APPROPRIATE LEVELS OF COMPENSATION FOR ALL THESE PEOPLE AND MAKE RECOMMENDATIONS TO THE COMPENSATION COMMITTEE OF THE BOARD. THE CONSULTANT WAS LAST OBTAINED IN 2019. THE CEO REVIEWS THE RECOMMENDATIONS OF THE CHIEF HUMAN RESOURCES OFFICER AND ANY INDEPENDENT CONSULTANT AND ADVISES THE COMPENSATION COMMITTEE OF THE DETERMINATION CONCERNING THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES OTHER THAN THE CEO. THE COMPENSATION COMMITTEE AND THE BOARD MAY ACCEPT THE CEO'S DETERMINATION OR MODIFY IT. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD ABOUT THE CEO. THE BOARD THEN SETS WHAT IT DETERMINES TO BE APPROPRIATE COMPENSATION FOR THE CEO. THE PROCESS AND INFORMATION REVIEWED IN MAKING THESE DETERMINATIONS IS DOCUMENTED CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 18 | TMF'S CERTIFICATE OF FORMATION, BI-LAWS AND THE IRS FORM 1023 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS OF OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C2C INNOVATIVE SOLUTIONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3107 OAK CREEK DRIVE STE 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473641754 | EIN |
| Primary Activities | PROMOTE, DEVELOP AND ENCOURAGE THE DELIVERY OF HIGH QUALITY MEDICAL CARE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)3 | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TMF HEALTH QUALITY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | 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 | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C2C INNOVATIVE SOLUTIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $7,894,160 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |