2025-11-07T09:59:11-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 221 W 6TH STREET STE 1900 AUSTIN TX 78701 990 2024-01-01 521002260 TMF HEALTH QUALITY INSTITUTE TMFH 5123341622 3107 OAK CREEK DRIVE 200 AUSTIN TX 78727 PAMELA L HOERNIS CHIEF FINANCIAL OFFICER 5123341622 2025-11-05 1 1 STEPHANIE LEW P01080011 5124796000 2024 2025-03-06 01:10:19Z THOMAS J MANLEY 3107 OAK CREEK DRIVE 200 AUSTIN TX 78727 56861186 0 X WWW.TMF.ORG X 1971 TX TO MAKE MEASURABLE IMPROVEMENTS IN THE QUALITY AND DELIVERY OF HEALTH CARE. 15 15 266 0 0 0 33932048 29616634 19349166 21912611 1693850 2096305 961240 -464964 55936304 53160586 105749 118675 0 0 28952614 28282002 0 0 0 14284857 16427292 43343220 44827969 12593084 8332617 80776421 92763163 4366543 5240011 76409878 87523152 X TO MAKE MEASURABLE IMPROVEMENTS IN THE QUALITY AND DELIVERY OF HEALTH CARE. 0 0 17265519 TMF WORKS TO PROTECT MEDICARE PATIENT RIGHTS AND IMPROVE THE QUALITY OF HEALTH CARE THROUGH REGIONAL QUALITY IMPROVEMENT PROJECTS UNDER CONTRACT WITH THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS). 2169200 3080040 AS A SUBCONTRACTOR TMF SUPPORTS THE TEXAS HEALTH AND HUMAN SERVICES COMMISSION BY PERFORMING MEDICAID SURVEILLANCE AND UTILIZATION REVIEWS. TMF PERFORMS MEDICAL RECORD REVIEW OF TEXAS MEDICAID PROVIDERS TO DETERMINE MEDICAL NECESSITY AND COMPLIANCE WITH MEDICAID POLICIES. TMF WORKS CLOSELY WITH THE OFFICE OF INSPECTOR GENERAL (HHSC-OIG) TO PERFORM RETROSPECTIVE MEDICAL RECORD REVIEW FOR BOTH FEE-FOR-SERVICE AND MEDICAID MANAGED CARE TO ASSESS MEDICAL NECESSITY AND QUALITY, AND TO IDENTIFY COMPLIANCE WITH MEDICAID MEDICAL/DENTAL AND PROGRAM POLICIES AND CORRECT CODING. 1263167 THE STATE OF TEXAS GOVERNMENT RELIES ON TMF'S EXPERIENCED PROFESSIONALS TO SHARE VALUABLE TRAINING AND INFORMATION WITH PROVIDERS. TMF HELPS PROMOTE QUALITY VACCINE MANAGEMENT AND IMMUNIZATION PRACTICES BY REINFORCING POSITIVE BEHAVIORS AND IDENTIFYING AREAS THAT NEED MORE IMMEDIATE ATTENTION. TMF WORKS WITH PROVIDERS TO ENSURE VACCINE STORAGE AND HANDLING ARE IN ACCORDANCE WITH PROGRAM REQUIREMENTS AND TO IMPROVE MANAGEMENT OF VACCINE INVENTORIES AND OVERSIGHT REQUIREMENTS. 6842758 118675 18832571 TMF HEALTH QUALITY INSTITUTE WORKS WITH PATIENTS, PROVIDERS, GOVERNMENT AGENCIES AND OTHER GROUPS TO PROMOTE HIGH QUALITY HEALTH CARE BY PROVIDING SERVICES AND SUPPORT WITH HEALTH CARE PAYMENT MODELS, PRACTICE TRANSFORMATION, QUALITY IMPROVEMENT, COMMUNITY HEALTH AND QUALITY ASSURANCE. TMF FOCUSES ON IMPROVING QUALITY AND REDUCING HEALTH CARE COSTS THROUGH CONTRACTS WITH FEDERAL, STATE AND LOCAL GOVERNMENTS, AS WELL AS PRIVATE ORGANIZATIONS. FOR 50 YEARS, TMF HAS HELPED HEALTH CARE PROVIDERS AND PRACTITIONERS IN A VARIETY OF SETTINGS IMPROVE CARE FOR THEIR PATIENTS. 6842758 118675 18832571 27540644 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 34 0 1 266 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PAMELA L HOERNIS 5123341622 3107 OAK CREEK DRIVE 200 AUSTIN TX 78727 BETTY WHARTON TRUSTEE 0.56 0.00 X 10000 0 0 DAVID C MASON DO CHAIR 0.70 0.00 X X 25400 0 0 EDDIE PATTON TRUSTEE 0.52 0.00 X 8750 0 0 ELIZABETH LOPEZ TRUSTEE 0.59 0.00 X 10500 0 0 GLENN ROBINSON TRUSTEE 0.57 0.00 X 10300 0 0 JANET LIETO TRUSTEE 0.60 0.00 X 10250 0 0 JEFFREY SCHMELTEKOPF CLU CHFC TRUSTEE 0.76 0.00 X 12300 0 0 KERI PEARLSON TRUSTEE 0.50 0.00 X 8250 0 0 LAURIE EAST MBA CPA FACMPE TRUSTEE 0.56 0.00 X 9250 0 0 LINDA VILLARREAL TRUSTEE 0.60 0.00 X 10500 0 0 LISA L EHRLICH MD TRUSTEE 0.72 0.00 X 12300 0 0 MATHEW GARBER TRUSTEE 0.46 0.00 X 10500 0 0 NANCY ADAMS TRUSTEE 0.59 0.00 X 10300 0 0 RUTH ELISE ATKINS TRUSTEE 0.87 0.00 X 16125 0 0 WENDY CHUNG TRUSTEE 0.54 0.00 X 10000 0 0 PAMELA L HOERNIS CFO 9.70 35.00 X 718226 0 49517 THOMAS J MANLEY PRESIDENT & CEO 9.60 34.60 X 1025494 0 62528 JOSEPH VASQUEZ CIO 11.60 28.80 X 264436 0 63382 PREETHA PRITHIVATHI SENIOR DIRECTOR 41.60 0.00 X 200416 0 17270 RUSSEL WADE KOHL MD CMO & COO 42.30 0.00 X 496888 0 36465 TARA FREASE RICHARDSON BUSINESS DEVELOPMENT OFFICER 47.40 0.00 X 272310 0 40825 WENDY MEDCALF SENIOR DIRECTOR 40.80 0.00 X 197905 0 31748 BRADLEY H TREYBIG DIRECTOR, APPLICATION DEVELOPMENT 11.20 31.40 X 235668 0 32172 CLIFFORD KEITH MOY MD MEDICAL DIRECTOR, BEHAVIORAL HEALTH 40.00 0.00 X 339914 0 46533 STEPHEN DRAKE THOMAS CHIEF HUMAN RESOURCES OFFICER 13.70 28.40 X 297678 0 58558 TYRONE CLIFT DIRECTOR, CONTRACTS & COMPLIANCE 9.10 33.00 X 247881 0 35415 KANAKADURGA GOVINDARAJU MEDICAL DIRECTOR 40.00 0.00 X 235332 0 32004 4706873 0 506417 56 0 1 0 ARKANSAS FOUNDATION FOR MEDICAL CARE IN PO BOX 180001 FORT SMITH AR 72918 SUBCONTRACTOR 2206286 AKKODIS INC DBA MODIS 9442 N CAPITAL OF TEXAS HWY PLAZA AUSTIN TX 78759 SUBCONTRACTOR 1833060 REAL TIME MEDICAL SYSTEMS LLC PO BOX 6458 PITTSBURGH PA 152645256 SUBCONTRACTOR 1151700 MALOBA BUILDERS & SERVICES LLC 9300 REASEARCH BLVD SUITE 300 AUSTIN TX 78759 CONTRACTOR 380709 RAINMAKERS STRATEGIC SOLUTIONS LLC 18444 N 25TH AVE SUITE 420 PHOENIX AZ 85023 SUBCONTRACTOR 271404 10 6000000 23616634 29616634 MANAGEMENT SERVICES 541900 15497603 15497603 QUALITY ASSURANCE SERVICES 621400 6415008 6415008 21912611 1956626 1956626 307529 772493 -464964 -464964 -464964 3067786 2928107 139679 139679 139679 53160586 21912611 0 1631341 X 118675 118675 3652135 2028275 1623860 18662217 10885145 7777072 1598805 932538 666267 2699196 1574365 1124831 1669649 973859 695790 294153 47998 246155 114496 18683 95813 2880 2880 120910 120910 7137037 5854426 1282611 2045215 1139666 905549 3699814 2659879 1039935 757036 441694 315342 501 501 1363446 820748 542698 450184 37426 412758 EMPLOYEE RELATIONS 258471 7266 251205 RECRUITING 77962 1 77961 BOARD EXPENSES 57495 57495 BAD DEBT 47692 47692 44827969 27540644 17287325 0 5605874 4333491 17006548 24999551 6032332 2932993 3183400 4917731 24216953 10299734 13274646 13917219 30785022 34912110 2769114 4411879 2119485 2338189 80776421 92763163 4366543 5240011 4366543 5240011 X 76409878 87523152 76409878 87523152 80776421 92763163 8332617 2780657 0 X 0 1 X 1 1 1 X 14405679 11706544 26207669 33932048 29616634 115868574 14405679 11706544 26207669 33932048 29616634 115868574 115868574 1475489 1645123 1618341 2540546 2264155 9543654 125412228 97406510 0.92390 0.92420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2880 2880 0 PART II-B, LINE 1: PAID FOR MEMBERSHIP DUES TO THE AMERICAN HEALTH QUALITY ASSOCIATION (AHQA). LOBBYING EXPENSES REPRESENT THE NONDEDUCTIBLE PORTION OF AMERICAN HEALTH QUALITY ASSOC. MEMBERSHIP DUES. 2301701 2301701 13925936 3735549 10190387 6630457 5233289 1397168 1358859 1330896 27963 13917219 X 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 CONSOLIDATED 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, 2024 AND 2023. UNRELATED BUSINESS TAXABLE INCOME WAS NOMINAL FOR THE INSTITUTE AS OF DECEMBER 31, 2024 AND 2023. 1 MEALS ON WHEELS 3227 EAST 5TH STREET AUSTIN TX 78702 237202594 501(C)3 15000 0 DONATION 1 0 PART I, LINE 2: 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. X X X X X 0 1 0 1 1 1 1 1 0 THOMAS J MANLEY PRESIDENT & CEO 640842 0 361694 0 22958 0 34656 0 27872 0 1088022 0 0 0 PAMELA L HOERNIS CFO 372318 0 345908 0 0 0 34656 0 14861 0 767743 0 0 0 RUSSEL WADE KOHL MD CMO & COO 398199 0 98689 0 0 0 34656 0 1809 0 533353 0 0 0 CLIFFORD KEITH MOY MD MEDICAL DIRECTOR, BEHAVIORAL HEALTH 292367 0 47547 0 0 0 33969 0 12564 0 386447 0 0 0 STEPHEN DRAKE THOMAS CHIEF HUMAN RESOURCES OFFICER 228012 0 69666 0 0 0 30686 0 27872 0 356236 0 0 0 JOSEPH VASQUEZ CIO 200702 0 63734 0 0 0 27518 0 35864 0 327818 0 0 0 TARA FREASE RICHARDSON BUSINESS DEVELOPMENT OFFICER 211369 0 50213 0 10728 0 26559 0 14266 0 313135 0 0 0 TYRONE CLIFT DIRECTOR, CONTRACTS & COMPLIANCE 188827 0 53875 0 5179 0 23357 0 12058 0 283296 0 0 0 BRADLEY H TREYBIG DIRECTOR, APPLICATION DEVELOPMENT 211927 0 23741 0 0 0 23207 0 8965 0 267840 0 0 0 KANAKADURGA GOVINDARAJU MEDICAL DIRECTOR 204524 0 30808 0 0 0 21599 0 10405 0 267336 0 0 0 WENDY MEDCALF SENIOR DIRECTOR 167708 0 30197 0 0 0 17690 0 14058 0 229653 0 0 0 PREETHA PRITHIVATHI SENIOR DIRECTOR 173718 0 26698 0 0 0 17270 0 0 0 217686 0 0 0 PART I, LINE 4B THE INSTITUTE MAINTAINS A DEFINED CONTRIBUTION SUPPLEMENTAL RETIREMENT PLAN IN WHICH A SELECT GROUP OF HIGHLY COMPENSATED EMPLOYEES PARTICIPATE. THE PLAN IS INTENDED TO BE, AND SHALL BE CONSTRUED AS, UNFUNDED FOR TAX PURPOSES AND FOR PURPOSES OF ERISA. EACH PARTICIPATING EMPLOYEE WILL BECOME 100 PERCENT VESTED IN THE BALANCE AND BE PAID ON OR WITHIN 30 DAYS OF ONE OF THE FOLLOWING: ATTAINMENT OF AGE 63 WHILE STILL EMPLOYED, SEPARATION FROM SERVICE BY REASON OF DEATH OR DISABILITY, SEPARATION FROM SERVICE FOR GOOD REASON OR INVOLUNTARY SEPARATION OF SERVICE. DURING THE TAX YEAR, THE FOLLOWING AMOUNTS WERE CONTRIBUTED TO THE PLAN ON BEHALF OF THE LISTED INDIVIDUALS: TOM MANLEY: $222,251.12 PAMELA HOERNIS: $7,934.08 - A FULL DISTRIBUTION OF THE ACCOUNT WAS MADE DURING THE YEAR RUSSELL KOHL: $64,688.27 PART I, LINE 5 TMF HEALTH QUALITY INSTITUTE HAS AN EXECUTIVE INCENTIVE COMPENSATION PLAN WHERE THE PAYMENT IS ACCRUED AND PAID THAT IS CONTINGENT ON THE REVENUES OF THE ORGANIZATION AND ITS SUBSIDIARY, C2C INNOVATIVE SOLUTIONS, INC. THE ORGANIZATION HAS AN ANNUAL SCORECARD WHERE REVENUE IS MEASURED. THERE IS A MINIMUM, TARGET AND MAXIMUM AND THE AMOUNT OF THE INCENTIVE IS BASED ON WHERE THE FINAL REVENUES END UP IN COMPARISON TO THE MINIMUM, TARGET AND MAXIMUM. THE MAXIMUM PAYOUT IS 120% OF TARGET PERCENTAGE AND IS ADJUSTED BASED ON REVENUE ACHIEVED. ALL TMF EXECUTIVES ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. PART I, LINE 6 TMF HEALTH QUALITY INSTITUTE HAS AN EXECUTIVE INCENTIVE COMPENSATION PLAN WHERE THE PAYMENT IS ACCRUED AND PAID THAT IS CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION AND ITS SUBSIDIARY, C2C INNOVATIVE SOLUTIONS, INC. THE ORGANIZATION HAS AN ANNUAL SCORECARD WHERE NET EARNINGS ARE MEASURED. THERE IS A MINIMUM, TARGET AND MAXIMUM AND THE AMOUNT OF THE INCENTIVE IS BASED ON WHERE THE FINAL NET EARNINGS END UP IN COMPARISON TO THE MINIMUM, TARGET AND MAXIMUM. THE MAXIMUM PAYOUT IS 120% OF TARGET PERCENTAGE AND IS ADJUSTED BASED ON NET EARNINGS ACHIEVED. ALL TMF EXECUTIVES ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. PART I, LINE 7 TMF HEALTH QUALITY INSTITUTE HAS AN EXECUTIVE INCENTIVE COMPENSATION PLAN WHERE THE PAYMENT IS ACCRUED AND PAID THAT IS CONTINGENT ON OTHER PERFORMANCE INCLUDING BUT NOT LIMITED TO NEW BUSINESS GOALS, PROFIT MARGIN AND COMPLIANCE REQUIREMENTS OF THE ORGANIZATION AND ITS SUBSIDIARY, C2C INNOVATIVE SOLUTIONS, INC. THE MAXIMUM PAYOUT IS 120% OF TARGET PERCENTAGE AND IS ADJUSTED BASED ON THE TOTAL RESULTS ACHIEVED. ALL TMF EXECUTIVES ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. 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 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 MEMBERS TO ASK QUESTIONS REGARDING THE TAX RETURN. DURING THE FINANCE COMMITTEE 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 SUBMITTED TO TMF'S COMPLIANCE OFFICER AND TMF'S GENERAL COUNSEL. IF GENERAL COUNSEL AND TMF'S COMPLIANCE OFFICER IS SATISFIED THAT THE CONTRACT OR OTHER RELATIONSHIP WOULD NOT RESULT IN 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 2024. THE PRESIDENT & CEO REVIEWS THE RECOMMENDATIONS OF THE CHIEF HUMAN RESOURCES OFFICER AND ANY INDEPENDENT CONSULTANT AND ADVISES THE COMPENSATION COMMITTEE OF THE BOARD OF THE DETERMINATION CONCERNING THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES OTHER THAN THE PRESIDENT & CEO. THE COMPENSATION COMMITTEE AND THE BOARD MAY ACCEPT THE PRESIDENT & CEO'S DETERMINATION OR MODIFY IT. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD ABOUT THE PRESIDENT & CEO. THE BOARD THEN SETS WHAT IT DETERMINES TO BE APPROPRIATE COMPENSATION FOR THE PRESIDENT & CEO. THE PROCESS AND INFORMATION REVIEWED IN MAKING THESE DETERMINATIONS IS DOCUMENTED CONTEMPORANEOUSLY. 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 IX, LINE 11G CONSULTING & SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 5,854,426. MANAGEMENT AND GENERAL EXPENSES 1,282,611. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,137,037. C2C INNOVATIVE SOLUTIONS INC 3107 OAK CREEK DRIVE STE 200 AUSTIN TX 78727 473641754 PROMOTE, DEVELOP AND ENCOURAGE THE DELIVERY OF HIGH QUALITY MEDICAL CARE TX 501(C)3 170(B)(1)(A)(VI) TMF HEALTH QUALITY INSTITUTE 1 0 0 1 1 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 C2C INNOVATIVE SOLUTIONS INC I 15497603 FMV C2C INNOVATIVE SOLUTIONS INC C 6000000 FMV C2C INNOVATIVE SOLUTIONS INC D 2338189 FMV