STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

TRAVIS COUNTY MEDICAL SOCIETY FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TRAVIS COUNTY MEDICAL SOCIETY FOUNDATION (EIN 74-1720086)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-11
IRS object ID
201513159349303836
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-11T16:19:36-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742920819PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATCHLEY & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16850 AUSTIN CENTER BLVD STE 180AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787313129ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741720086EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRAVIS COUNTY MEDICAL SOCIETY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRAVBusinessNameControlTxt
Phone5122061164PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 NORTH LAMAR BOULEVARDAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78756ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARSHALL COTHRANPersonNm
Person TitleCEOPersonTitleTxt
Phone5122061164PhoneNum
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN E ATCHLEYPreparerPersonNm
PTINP00238005PTIN
Phone5123462086PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMARSHALL COTHRANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 NORTH LAMAR BOULEVARDAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78756ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$994,088GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PROJECTACCESSAUSTIN.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1971FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers229TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$331,490PYContributionsGrantsAmt
CY Contributions Grants$330,925CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$72,583PYInvestmentIncomeAmt
CY Investment Income$60,395CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$3,751CYOtherRevenueAmt
PY Total Revenue$404,073PYTotalRevenueAmt
CY Total Revenue$395,071CYTotalRevenueAmt
PY Grants And Similar Paid$19,750PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$31,750CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$226,216PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$156,477CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$147,223PYOtherExpensesAmt
CY Other Expenses$146,544CYOtherExpensesAmt
PY Total Expenses$393,189PYTotalExpensesAmt
CY Total Expenses$334,771CYTotalExpensesAmt
PY Revenues Less Expenses$10,884PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$60,300CYRevenuesLessExpensesAmt
Total Assets BOY$1,558,640TotalAssetsBOYAmt
Total Assets EOY$1,615,626TotalAssetsEOYAmt
Total Liabilities BOY$15,851TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,344TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,542,789NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,601,282NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$218,773ExpenseAmt
DescEXPENDITURES INCURRED RELATED TO SUPPORT FOR EXEMPT ORGANIZATIONS PROVIDING INDIGENT CARE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,000ExpenseAmt
Grant$10,000GrantAmt
DescPROVIDING MEDICAL STUDENT SCHOLARSHIPS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$21,750ExpenseAmt
Grant$21,750GrantAmt
DescPROMOTING MEDICAL EDUCATION IN THE CENTRAL TEXAS PHYSICIAN COMMUNITY AND SUPPORT OF CHARITABLE ACTIVITIES THAT CONTRIBUTE TO A HEALTHIER COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$250,523TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1APRIL CLEAVERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5122061278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 N LAMAR BLVDAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78756ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MICHELLE BERGER
IMMEDIATE PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SARAH SMILEY DO
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
PRADEEP KUMAR MD
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DAWN C BUCKINGHAM MD
CHAIR, BOARD OF ETHICS1.00Yes (X)Yes (X)$0$0$0
STEPHEN S CLARK MD
REPRESENTATIVE, BLOOD & TISSUE CENTER1.00Yes (X)$0$0$0
JAMES R ESKEW MD
REPRESENTATIVE, DELEGATION1.00Yes (X)$0$0$0
ROBERT K COWAN MD
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
KIMBERLY C AVILA EDWARDS MD
MEMBER AT LARGE1.00Yes (X)$0$0$0
HARISH GAGNEJA MD
MEMBER AT LARGE1.00Yes (X)$0$0$0
LISA ELLIS MD
MEMBER AT LARGE1.00Yes (X)$0$0$0
JEFFREY M JEKOT MD
MEMBER AT LARGE1.00Yes (X)$0$0$0
TONY AVENTA MD
MEMBER AT LARGE1.00Yes (X)$0$0$0
ANAND JOSHI MD
MEMBER AT LARGE1.00Yes (X)$0$0$0
MARSHALL COTHRAN
CEO40.00Yes (X)$0$298,369$32,737
ARLIN HALL
CFO40.00Yes (X)$0$160,931$24,166
DENISE BALLINGER
CHRO40.00Yes (X)$0$133,419$15,571
BELINDA CLARE
COO40.00Yes (X)$0$125,022$22,314
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$717,741TotReportableCompRltdOrgAmt
Total Other Compensation$94,788TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$330,000GovernmentGrantsAmt
All Other Contributions$925AllOtherContributionsAmt
Total Contributions$330,925TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,547TotalRevenueColumnAmt
Exclusion$33,547ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$625,865SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$599,017SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$26,848SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,848TotalRevenueColumnAmt
Exclusion$26,848ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$3,751TotalRevenueColumnAmt
Related Or Exempt Func Income$3,751RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,751OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$395,071TotalRevenueColumnAmt
Related Or Exempt Func Income$3,751RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$60,395ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$21,750TotalAmt
Program Services$21,750ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$118,772TotalAmt
Program Services$118,772ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$27,831TotalAmt
Program Services$27,831ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,874TotalAmt
Program Services$9,874ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$40,095TotalAmt
Management And General$40,095ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,133TotalAmt
Management And General$8,133ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,147TotalAmt
Management And General$12,147ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$229TotalAmt
Management And General$229ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,725TotalAmt
Program Services$2,002ProgramServicesAmt
Management And General$2,723ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,210TotalAmt
Management And General$15,210ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,154TotalAmt
Program Services$23,154ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,330TotalAmt
Management And General$2,330ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,891TotalAmt
Program Services$8,891ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
TRAINING & CONTINUING E$18,551$18,551
BANK FEES$9,698$9,698
DUES AND SUBSCRIPTIONS$3,314$3,314
REPAIRS & MAINTENANCE$67$67

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$334,771TotalAmt
Program Services$250,523ProgramServicesAmt
Management And General$84,248ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,038BOYAmt
EOY$125,093EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$65,039BOYAmt
EOY$15,044EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$82,500BOYAmt
EOY$82,964EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,703BOYAmt
EOY$8,252EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$36,976LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$34,830LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,476BOYAmt
EOY$2,146EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$630,984BOYAmt
EOY$879,818EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$751,900BOYAmt
EOY$502,309EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,558,640BOYAmt
EOY$1,615,626EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,139BOYAmt
EOY$13,922EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,712BOYAmt
EOY$422EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,851BOYAmt
EOY$14,344EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,542,789BOYAmt
EOY$1,601,282EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,542,789BOYAmt
EOY$1,601,282EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,558,640BOYAmt
EOY$1,615,626EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$60,300ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,807NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$333,997CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$346,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$334,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$331,490CurrentTaxYearMinus1YearAmt
Current Tax Year$330,925CurrentTaxYearAmt
Total$1,677,128TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$333,997CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$346,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$334,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$331,490CurrentTaxYearMinus1YearAmt
Current Tax Year$330,925CurrentTaxYearAmt
Total$1,677,128TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,677,128PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,229CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,928CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,306CurrentTaxYearMinus1YearAmt
Current Tax Year$33,547CurrentTaxYearAmt
Total$170,812TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$340CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,006CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,239CurrentTaxYearMinus2YearsAmt
Current Tax Year$3,751CurrentTaxYearAmt
Total$10,336TotalAmt
FieldValueIRS element (for citing)
Total Support$1,858,276TotalSupportAmt
Public Support CY1700.90250PublicSupportCY170Pct
Public Support PY1700.90250PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$36,976OtherCostOrOtherBasisAmt
Depreciation$34,830DepreciationAmt
Book Value$2,146BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,146TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ISHARES TR MSCI EAFE MINIMUM VOLATILITY$174,981F
VANGUARD INDEX FDS VANGUARD TOTAL STK$327,328F
FieldValueIRS element (for citing)
Total Book Value Securities$502,309TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAFFILIATE PAYABLEDesc
Amt$422Amt
FieldValueIRS element (for citing)
Total Liability$422TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,915,905TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,807NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,522,641DonatedServicesAndUseFcltsAmt
Revenue Not Reported$1,520,834RevenueNotReportedAmt
Revenue Subtotal$395,071RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$395,071TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,857,412TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,522,641DonatedServicesUseFcltsAmt
Expenses Not Reported$1,522,641ExpensesNotReportedAmt
Expenses Subtotal$334,771ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$334,771TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION HAS ADOPTED ASC 740-10-25, INCOME TAXES, WHICH CLARIFIED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
TRAVIS COUNTY MEDICAL ALLIANCE
PO BOX 4679AUSTINTX78765742316620501(C)(3)$10,000ASSIST COMMUNITY WITH HEALTH RELATED NEEDS
CENTRAL TEXAS REGIONAL BLOOD AND TISSUE CENTER
4300 NORTH LAMAR BOULEVARDAUSTINTX78756741366292501(C)(3)$7,000TO ASSIST WITH NATIONAL BLOOD DONOR MONTH ACTIVITIES
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR MEDICAL SCHOOLGrantTypeTxt
Recipient2RecipientCnt
Cash Grant$10,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSCHOLARSHIPS ARE PAID ON BEHALF OF THE STUDENT TO THE EDUCATION FACILITY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARSHALL COTHRAN
CEO$0$243,857$0$45,000$0$9,512$0$19,866$0$12,871$0$331,106$0$0
ARLIN HALL
CFO$0$144,151$0$14,000$0$2,780$0$11,395$0$12,771$0$185,097$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:TO FACILITATE AND ORGANIZE ACCESS TO HEALTHCARE FOR UNINSURED PATIENTS IN CENTRAL TEXAS; TO PROMOTE MEDICAL EDUCATION IN THE CENTRAL TEXAS PHYSICIAN COMMUNITY; TO PROVIDE MEDICAL STUDENT SCHOLARSHIPS; TO SUPPORT CHARITABLE ACTIVITIES OF THE TRAVIS COUNTY MEDICAL SOCIETY.
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION GOALS:TO FACILITATE AND ORGANIZE ACCESS TO HEALTHCARE FOR UNINSURED PATIENTS IN CENTRAL TEXAS; TO PROMOTE MEDICAL EDUCATION IN THE CENTRAL TEXAS PHYSICIAN COMMUNITY; TO PROVIDE MEDICAL STUDENT SCHOLARSHIPS; TO SUPPORT CHARITABLE ACTIVITIES OF THE TRAVIS COUNTY MEDICAL SOCIETY.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE FOUNDATION IS TRAVIS COUNTY MEDICAL SOCIETY ("THE SOCIETY").
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF TRUSTEES OF THE FOUNDATION CONSISTS OF, AND IS ONE AND THE SAME AS, THE EXECUTIVE BOARD OF THE FOUNDATION'S SOLE MEMBER, THE TRAVIS COUNTY MEDICAL SOCIETY.
FORM 990, PART VI, SECTION B, LINE 11A COPY OF FORM 990 IS GIVEN TO THE CEO, CFO AND EACH BOARD MEMBER PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REVIEWS THE ANNUAL DISCLOSURES REQUIRED OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES FOR INTERESTS THAT COULD GIVE RISE TO CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE CHIEF HUMAN RESOURCE OFFICER (CHRO) PERFORMS AN ANNUAL SALARY SURVEY AND PRESENTS THE FINDINGS TO THE CEO. THE CEO DETERMINES THE SALARIES FOR ALL KEY EMPLOYEES EXCEPT HIMSELF. THE BOARD DETERMINES SALARY FOR THE CEO BASED ON CHRO'S FINDINGS AND THE CEO'S WORK.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST
FORM 990, PART XII, LINE 2CTHE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE FINANCE COMMITTEE HAS NOT CHANGED SINCE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
TRAVIS COUNTY MEDICAL SOCIETY
4300 NORTH LAMAR BLVDAUSTINTX78756746017762TO SERVE AND REPRESENT THE MEDICAL PROFESSIONTX501(C)(6)0
CENTRAL TEXAS REGIONAL BLOOD AND TISSUE CENTER
4300 NORTH LAMAR BLVDAUSTINTX78756741366292PROVIDE BLOOD/TISSUE TO HOSPITALSTX501(C)(3)0LINE 9

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE MEDICAL SERVICE BUREAU INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 NORTH LAMAR BLVDAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78756ZIPCd
FieldValueIRS element (for citing)
EIN741269591EIN
Primary ActivitiesPHONE ANSWERINGPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
TRAVIS COUNTY MEDICAL SOCIETY
O$48,228
CENTRAL TEXAS REGIONAL BLOOD AND TISSUE CENTER
K$14,784
CENTRAL TEXAS REGIONAL BLOOD AND TISSUE CENTER
M$3,125
CENTRAL TEXAS REGIONAL BLOOD AND TISSUE CENTER
B$7,000
MEDICAL SERVICE BUREAU INC
M$426