TMF HEALTH QUALITY INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TMF HEALTH QUALITY INSTITUTE (EIN 52-1002260)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349302612
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T10:44:24-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 1100 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787019682 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521002260 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TMF HEALTH QUALITY INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TMFH | NameControl |
| Phone | 5123341622 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BRIDGEPOINT I 5918 W COURTYARD DR | AddressLine1 |
| Address Line2 | NO 300 | AddressLine2 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787305036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA L HOERNIS | Name |
| Title | CFO | Title |
| Phone | 5123341622 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEAN HOLCOMB | Name |
| Phone | 5123703200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS MANLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BRIDGEPOINT I 5918 W COURTYARD DR | AddressLine1 |
| Address Line2 | NO 300 | AddressLine2 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787305036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20336986 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.TMF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TO MAKE MEASURABLE IMPROVEMENTS IN THE QUALITY AND DELIVERY OF HEALTH CARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 163 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11461 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11461 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16510386 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17703540 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -351872 | InvestmentIncomePriorYear |
| Investment Income Current Year | 433891 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16169975 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18148892 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 61240 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 32629 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10753388 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11969966 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5238717 | OtherExpensePriorYear |
| Other Expenses Current Year | 5545713 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16053345 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17548308 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 116630 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 600584 | RevenuesLessExpensesCY |
| Total Assets BOY | 20553536 | TotalAssetsBOY |
| Total Assets EOY | 22547007 | TotalAssetsEOY |
| Total Liabilities BOY | 1599232 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1941202 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18954304 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20605805 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE HIGH QUALITY HEALTH CARE AND IMPROVE OPERATIONAL PERFORMANCE THROUGH QUALITY IMPROVEMENT AND MEDICAL RECORD REVIEW CONTRACTS WITH THE FEDERAL, STATE AND LOCAL GOVERNMENTS AND PRIVATE ENTITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TMF WORKS WITH THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) TO PROTECT MEDICARE PATIENT RIGHTS AND IMPROVE THE QUALITY OF HEALTH CARE THROUGH MEDICAL RECORD REVIEW AND STATEWIDE QUALITY IMPROVEMENT PROJECTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TMF PROVIDES PEER REVIEW, UTILIZATION REVIEW AND QUALITY REVIEW SERVICES FOR PAYORS AND PROVIDERS OF CARE AS WELL AS GOVERNMENT AGENCIES WITH A FOCUS ON IMPROVING THE QUALITY OF HEALTH CARE PROVIDED TO PATIENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 96 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 163 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA L HOERNIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5123341622 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BRIDGEPOINT 1 SUITE 3005918 W | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787305036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BLEDSOE MAYA | ||||||||
| BOARD OF TRUSTEES | 2.90 | X | 15192 | 0 | 0 | |||
| COFFEY PATRICK | ||||||||
| BOARD OF TRUSTEES | 0.60 | X | 3000 | 0 | 0 | |||
| CONEJO DAVID | ||||||||
| BOARD OF TRUSTEES | 0.70 | X | 3600 | 0 | 0 | |||
| DOUGLAS GEORGE W | ||||||||
| BOARD OF TRUSTEES | 0.60 | X | 3000 | 0 | 0 | |||
| EMMICK ROBERT H | ||||||||
| BOARD OF TRUSTEES | 0.70 | X | 3400 | 0 | 0 | |||
| EVANS CAROLYN | ||||||||
| BOARD OF TRUSTEES | 0.40 | X | 2250 | 0 | 0 | |||
| FLORES ELIZABETH | ||||||||
| BOARD OF TRUSTEES | 0.50 | X | 2350 | 0 | 0 | |||
| GARZA DAVID E | ||||||||
| BOARD OF TRUSTEES | 2.70 | X | 14000 | 0 | 0 | |||
| MALONE C BRUCE | ||||||||
| BOARD OF TRUSTEES | 0.70 | X | 3550 | 0 | 0 | |||
| MARKLEY HARRISON M | ||||||||
| BOARD OF TRUSTEES | 0.60 | X | 3000 | 0 | 0 | |||
| ORTIQUE CARLA | ||||||||
| BOARD OF TRUSTEES | 0.50 | X | 2450 | 0 | 0 | |||
| TOMLINSON WALTER | ||||||||
| BOARD OF TRUSTEES | 0.60 | X | 2950 | 0 | 0 | |||
| VALLILEE ROBERT R | ||||||||
| BOARD OF TRUSTEES | 1.20 | X | 6142 | 0 | 0 | |||
| VON DOHLEN TIMOTHY D | ||||||||
| BOARD OF TRUSTEES | 0.60 | X | 2900 | 0 | 0 | |||
| WRIGHT JOHN L | ||||||||
| BOARD OF TRUSTEES | 0.60 | X | 3300 | 0 | 0 | |||
| MISENHEIMER TINA | ||||||||
| BOARD OF TRUSTEES | 0.40 | X | 1900 | 0 | 0 | |||
| TYROCH ROXANNE | ||||||||
| BOARD OF TRUSTEES | 0.70 | X | 3400 | 0 | 0 | |||
| VARMA SURENDRA K | ||||||||
| BOARD OF TRUSTEES | 0.40 | X | 1900 | 0 | 0 | |||
| FLEEGER DAVID C | ||||||||
| BOARD OF TRUSTEES | 0.40 | X | 1850 | 0 | 0 | |||
| MORROW ROBERT B | ||||||||
| BOARD OF TRUSTEES | 0.00 | X | 0 | 0 | 0 | |||
| HOERNIS PAMELA | ||||||||
| SVP CORP FINANCE/SUPPORT & | 43.20 | 185661 | 0 | 27319 | X | |||
| MANLEY THOMAS | ||||||||
| CHIEF EXECUTIVE OFFICER | 42.30 | 329039 | 0 | 48234 | X | |||
| WARREN KEVIN | ||||||||
| SVP OPERATIONS | 45.30 | 187187 | 0 | 37427 | X | |||
| DOOLEY JUDITH | ||||||||
| VP INFORMATION TECHNOLOGY | 44.00 | 162979 | 0 | 23239 | X | |||
| FROESCHLE LESLIE | ||||||||
| VP HUMAN RESOURCES | 42.40 | 123476 | 0 | 19624 | X | |||
| LOVATO DEBBIE | ||||||||
| VP BUSINESS DEVELOPMENT | 42.40 | 148091 | 0 | 34578 | X | |||
| SMITH EARL | ||||||||
| MEDICAL DIRECTOR | 43.40 | 242736 | 0 | 24467 | X | |||
| MARKLEY JENNIFER | ||||||||
| SENIOR DIRECTOR | 41.90 | 108848 | 0 | 18173 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1568151 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 233061 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ROSANNE P WINCHESTER | |||||
| 518 W CRAIG | SAN ANTONIO | TX | 78212 | MEDICAL RECORD REVIEWS AND SITE VISIT SU | 667257 |
| INSIGHT INVESTMENTS | |||||
| 600 CITY PARKWAYSUITE 500 | ORANGE | CA | 928682946 | COMPUTER EQUIPMENT & MAINTENANCE | 178168 |
| DODD BATLA PC | |||||
| 3811 BEE CAVES ROAD STE 105 | AUSTIN | TX | 78746 | LEGAL SERVICES | 165000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Membership Dues | 11461 | MembershipDues |
| Total Contributions | 11461 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACTS | Description |
| Business Code | 621400 | BusinessCode |
| Total Revenue Column | 17703540 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17703540 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17703540 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 344977 | TotalRevenueColumn |
| Exclusion | $344,977 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2199713 | Securities |
| Other | 77295 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2108399 | Securities |
| Other | 79695 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 91314 | Securities |
| Other | -2400 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88914 | TotalRevenueColumn |
| Exclusion | $88,914 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18148892 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17703540 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $433,891 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32629 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895001 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8773125 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 736614 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 871287 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 693939 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218987 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61269 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7316 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81975 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 856618 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 672036 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91753 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177356 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103468 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| TEMPORARY HELP/RECRUITI | 1108154 |
| SUBCONTRACTS/CONSULTANT | 932436 |
| PRINTING & PUBLICATIONS | 303497 |
| PHYSICIAN CONSULTANT SE | 230563 |
| DATA PROCESSING | 153911 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546349 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17548308 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
| EOY | 400 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3839662 | BOY |
| EOY | 2574739 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4332517 | BOY |
| EOY | 5543288 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155543 | BOY |
| EOY | 320709 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2271830 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1929926 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 373211 | BOY |
| EOY | 341904 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11783268 | BOY |
| EOY | 13697639 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68935 | BOY |
| EOY | 68328 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20553536 | BOY |
| EOY | 22547007 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1138715 | BOY |
| EOY | 1315555 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155306 | BOY |
| EOY | 434967 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305211 | BOY |
| EOY | 190680 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1599232 | BOY |
| EOY | 1941202 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18954304 | BOY |
| EOY | 20605805 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18954304 | BOY |
| EOY | 20605805 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20553536 | BOY |
| EOY | 22547007 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 600584 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1050917 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 11461 | DuesAssessments |
| Non Ded Lobby Political Current | 25058 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 254840 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 279898 | NonDedLobbyPoliticalTotal |
| Amount To Be Carried Over | 0 | AmountToBeCarriedOver |
| Taxable | $11,461 | TaxableAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 507555 | OtherCostOrOtherBasis |
| Depreciation | 400034 | Depreciation |
| Book Value | 107521 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1764275 | OtherCostOrOtherBasis |
| Depreciation | 1529892 | Depreciation |
| Book Value | 234383 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 341904 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED LEASE OBLIGATION | Description |
| Amount | $190,680 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 190680 | TotalOfAmounts |
| Total Revenue | 18148892 | TotalRevenue |
| Total Expenses | 17548308 | TotalExpenses |
| Excess Or Deficit For Year | 600584 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1050917 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1050917 | TotalAdjustments |
| Excess Or Deficit Per FS | 1651501 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19202209 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1050917 | NetUnrealizedGainsInvestments |
| Other Revenues | 2400 | OtherRevenues |
| Revenue Not Rptd F990 | 1053317 | RevenueNotRptdF990 |
| Revenue Subtotal | 18148892 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18148892 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17550708 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2400 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2400 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17548308 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17548308 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF FIXED ASSETS 2,400. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF FIXED ASSETS 2,400. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| TOMA FOUNDATION | |||||||
| 1415 LAVACA STREET | AUSTIN | TX | 78701 | 752221904 | 501(C)(3) | 10345 | TOMA/TXACOFP ANNUAL CONVENTION AND SCIENTIFIC SEMINAR - CME CONFERENCE TARGETING OSTEOPATHIC PHYSICIANS, PHYSICIANS-IN-TRAINING, OSTEOPATHIC MEDICAL STUDENTS AND OTHER HEALTHCARE PROVIDERS IN TEXAS AND SURROUNDING STATES. |
| TEXAS MEDICAL ASSOCIATION | |||||||
| 401 W 15TH STREET | AUSTIN | TX | 78701 | 741078510 | 501(C)(6) | 5000 | GRANT FOR FUNDING FOR FULL DAY TRAINING SESSION AT TEXMED CONFERENCE. |
| TOMA FOUNDATION | |||||||
| 1415 LAVACA STREET | AUSTIN | TX | 78701 | 752221904 | 501(C)(3) | 7734 | TOMA MID WINTER CONFERENCE - CME CONFERENCE TARGETING OSTEOPATHIC PHYSICIANS, PHYSICIANS-IN-TRAINING, OSTEOPATHIC MEDICAL STUDENTS AND OTHER HEALTHCARE PROVIDERS IN TEXAS AND SURROUNDING STATES. |
| TEXAS ASSOCIATION FOR HEALTHCARE QUALITY | |||||||
| PO BOX 852789 | MESQUITE | TX | 75185 | 421537244 | 501(C)(3) | 6000 | FINANCIAL ASSISTANCE FOR A CONFERENCE CALLED QUALITY IN TEXAS: THE STARS AMONG US. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOERNIS PAMELA | |||||||||||||
| 169161 | 0 | 0 | 0 | 16500 | 0 | 18322 | 0 | 8997 | 0 | 212980 | 0 | 0 | 0 |
| MANLEY THOMAS | |||||||||||||
| 312539 | 0 | 0 | 0 | 16500 | 0 | 25128 | 0 | 23106 | 0 | 377273 | 0 | 0 | 0 |
| WARREN KEVIN | |||||||||||||
| 167163 | 0 | 0 | 0 | 20024 | 0 | 19258 | 0 | 18169 | 0 | 224614 | 0 | 0 | 0 |
| DOOLEY JUDITH | |||||||||||||
| 140979 | 0 | 0 | 0 | 22000 | 0 | 15199 | 0 | 8040 | 0 | 186218 | 0 | 0 | 0 |
| LOVATO DEBBIE | |||||||||||||
| 132313 | 0 | 0 | 0 | 15778 | 0 | 14662 | 0 | 19916 | 0 | 182669 | 0 | 0 | 0 |
| SMITH EARL | |||||||||||||
| 220736 | 0 | 0 | 0 | 22000 | 0 | 24467 | 0 | 0 | 0 | 267203 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION CHANGED ITS BYLAWS TO UPDATE THE TERMS OF OFFICE AND VACANCIES WITH REGARDS TO UNEXPIRED TERMS. THE ORGANIZATION ALSO CHANGED ITS BYLAWS TO STRENGTHEN THE RULES OF PROFESSIONAL CONDUCT. | |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IS LIMITED TO PHYSICIANS WHO ARE LICENSED TO PRACTICE MEDICINE IN THE STATE OF TEXAS AND ARE MEMBERS OF EITHER THE TEXAS MEDICAL ASSOCIATION OR THE TEXAS OSTEOPATHIC MEDICAL ASSOCIATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS ELECT TRUSTEES FROM A SLATE OF CANDIDATES CHOSEN BY THE NOMINATING COMMITTEE. | |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON ALL MATTERS WHICH ARE SUBMITTED TO THE MEMBERSHIP. DURING ANY PERIOD IN WHICH MEMBERSHIP IN TMF IS SUSPENDED, THAT MEMBER WILL NOT BE ELIGIBLE TO VOTE. ALSO, THE BOARD NOW MAKES A RECOMMENDATION ON BYLAW CHANGES (AMENDMENTS) AND THE MEMBERS APPROVE THE BYLAW CHANGES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 SENIOR VICE PRESIDENT OF CORPORATE FINANCE AND SUPPORT/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 * 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 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. | |
| TMF HAS A CORPORATE COMPLIANCE PROGRAM CONSISTING OF A COMPLIANCE COMMITTEE, CODE OF CONDUCT EDUCATION AND MONITORING ELEMENTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD EVALUATES THE CEO IN EXECUTIVE SESSION & DETERMINES THE AMOUNT OF COMPENSATION, COMPARABLE INFORMATION IS AVAILABLE, THE DISCUSSIONS ARE DOCUMENTED. COMPENSATION FOR OTHER OFFICERS & KEY EMPLOYEES IS SET BY THE CEO BASED ON AVAILABLE INFORMATION FROM INDEPENDENT SURVEYS AND REVIEWED WITH THE BOARD. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,050,917. | FORM 990, PART XI, LINE 5: |
| THE PROCESS OF OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C: |