Civic Intelligence

Texas Society of Pathologists

990 • Fiscal year 2019 • EIN 74-1556122

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 28, 2020

401 West 15th No 100Austin, TX 78701

(512) 370-1510

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.44x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

0.68x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

65th percentile

8.9%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-8.5%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$396,593

Down $36,875 (-8.5%) from 2018

Net Assets

Up

$222,845

Up $22,906 (+11%) from 2018

Liabilities

Down

$173,748

Down $59,781 (-26%) from 2018

Revenue

Down

$257,310

Down $38,169 (-13%) from 2018

Expenses

Down

$234,404

Down $4,296 (-1.8%) from 2018

Net Income

Down

$22,906

Down $33,873 (-60%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $152,622Net Assets 2010: $152,6222010Assets 2011: $165,419Net Assets 2011: $165,4192011Assets 2012: $230,266Liabilities 2012: $0Net Assets 2012: $230,2662012Assets 2013: $271,995Liabilities 2013: $179,646Net Assets 2013: $92,3492013Assets 2014: $290,564Liabilities 2014: $188,513Net Assets 2014: $102,0512014Assets 2015: $289,327Liabilities 2015: $196,040Net Assets 2015: $93,2872015Assets 2016: $337,139Liabilities 2016: $228,364Net Assets 2016: $108,7752016Assets 2017: $305,209Liabilities 2017: $175,863Net Assets 2017: $129,3462017Assets 2018: $433,468Liabilities 2018: $233,529Net Assets 2018: $199,9392018Assets 2019: $396,593Liabilities 2019: $173,748Net Assets 2019: $222,8452019Assets 2020: $327,183Liabilities 2020: $119,826Net Assets 2020: $207,3572020Assets 2021: $401,732Liabilities 2021: $150,463Net Assets 2021: $251,2692021Assets 2022: $381,502Liabilities 2022: $193,830Net Assets 2022: $187,6722022Assets 2023: $276,445Liabilities 2023: $154,693Net Assets 2023: $121,7522023Assets 2024: $494,035Liabilities 2024: $416,170Net Assets 2024: $77,8652024

Highlighted filing

2019

Assets$396,593
Liabilities$173,748
Net Assets$222,845

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2010: $194,330Expenses 2010: $180,621Net Income 2010: $13,7092010Revenue 2011: $162,656Expenses 2011: $147,470Net Income 2011: $15,1862011Expenses 2012: $158,8062012Revenue 2013: $229,251Expenses 2013: $187,343Net Income 2013: $41,9082013Revenue 2014: $209,292Expenses 2014: $200,421Net Income 2014: $8,8712014Revenue 2015: $208,777Expenses 2015: $217,541Net Income 2015: -$8,7642015Revenue 2016: $253,145Expenses 2016: $239,047Net Income 2016: $14,0982016Revenue 2017: $262,852Expenses 2017: $244,830Net Income 2017: $18,0222017Revenue 2018: $295,479Expenses 2018: $238,700Net Income 2018: $56,7792018Revenue 2019: $257,310Expenses 2019: $234,404Net Income 2019: $22,9062019Revenue 2020: $260,257Expenses 2020: $275,745Net Income 2020: -$15,4882020Revenue 2021: $209,224Expenses 2021: $165,312Net Income 2021: $43,9122021Revenue 2022: $274,850Expenses 2022: $338,447Net Income 2022: -$63,5972022Revenue 2023: $291,547Expenses 2023: $357,467Net Income 2023: -$65,9202023Revenue 2024: $309,527Expenses 2024: $353,414Net Income 2024: -$43,8872024

Highlighted filing

2019

Revenue$257,310
Expenses$234,404
Net Income$22,906
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 28, 2020
Return Version
2019v5.0
Gross Receipts
$257,310
Mission and Program Overview

Mission

The Texas Society of Pathologists is the statewide membership organization specifically targeted to pathologists practicing in Texas. Founded in 1921, TSP is the oldest state pathology organization in the United States, and currently has more than 1,100 members statewide. Through its mission of "focusing on excellece in medicine", the society provides continuing medical education, publications, a resource center, advocacy, job placement listings, and many other services for pathologists and those interested in the field of pathology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$199,939$222,845▲ $22,906
Savings and Temporary Cash Investments$94,861$170,432▲ $75,571
Cash and Non-Interest-Bearing Accounts$287,441$168,993▼ $118,448
Prepaid Expenses and Deferred Charges$42,211$51,668▲ $9,457
Accounts Receivable$8,955$5,500▼ $3,455
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$433,468$396,593▼ $36,875
Other Assets Total-$0-
Liabilities
Other Liabilities$89,665$88,917▼ $748
Deferred Revenue$96,905$78,950▼ $17,955
Accounts Payable and Accrued Expenses$46,959$5,881▼ $41,078
Total Liabilities$233,529$173,748▼ $59,781
Net Assets / Fund Balance
Total Net Assets Fund Balance$199,939$222,845▲ $22,906
Total Liabilities and Net Assets / Fund Balance$433,468$396,593▼ $36,875
Compensation and Service Providers

Board Members and Trustees

NameTitle
James Malter MDPresident
Rachel Rucker-Schmidt MDPresident-Elect
Susan Baer MDVice President
Emily VolkAt-Large Director
Raul BenavidesAt-Large Director
Suntrea HammerAt-Large Director
Victor PrietoAt-Large Director
Greg Hosler MDImmed Past Pres
Leilani Valdez MDTreasurer/Comm
Revenue and Support

Revenue Composition

Contributions and Grants
$133,080
Program Service Revenue
$123,650
Investment Income
$580
Other Revenue
$0
All Other Contributions
$2,450
Change in Net Assets
$22,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,404
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$118,089
Fees for Services Management---$63,073
Fees for Services Lobbying---$25,973
Office Expenses---$13,321
Travel---$2,269
Insurance---$1,705
Fees for Services Accounting---$725
All Other Expenses---$679
Other Expenses---$520
Information Technology---$40
Total Functional Expenses$0$0$0$234,404
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$25,973
Total Nondeductible Lobbying and Political Cost$25,973
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$88,917
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The Texas Society of Pathologists is the statewide membership organization specifically targeted to pathologists practicing in Texas. Founded in 1921, TSP is the oldest state pathology organization in the United States, and currently has more than 1,100 members statewide.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The organization has an annual election in which the members elect the board members.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

During our house of delegates meeting, bylaw changes are approved by the members.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is reviewed by the treasurer and is presented to the full board.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The conflict of interest policy is presented to the board annually. During meetings the board is asked if they have a conflict of the item up for discussion and if so the member is asked to leave the room during the discussion.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All public documents are available upon request at office for public inspection.

Filing and Contact Details

Filer

Filer Name
Texas Society of Pathologists
EIN
74-1556122
Phone
5123701510
Address
401 West 15th No 100, Austin, TX 78701

Signing Officer

Name
James Malter MD
Title
President
Signed
2020-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Malter MD
Formed
1921
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
65

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119-2065
Preparer
William D Hamilton CPA
Phone
8019724800
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Exhibitor
IRS990/ProgramServiceRevenueGrp/Desc1Legal Fund
IRS990/ProgramServiceRevenueGrp/Desc2Registration
IRS990/ProgramServiceRevenueGrp/Desc3Sponsor Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt058250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13005
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt256030
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36365
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt058250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13005
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt256030
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36365
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0162210
IRS990/PYInvestmentIncomeAmt0509
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0238700
IRS990/PYProgramServiceRevenueAmt0132760
IRS990/PYRevenuesLessExpensesAmt056779
IRS990/PYTotalExpensesAmt0238700
IRS990/PYTotalRevenueAmt0295479
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt022906
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0123650
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0199939
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0222845
IRS990/SavingsAndTempCashInvstGrp/BOYAmt094861
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0170432
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt024493
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt01480
IRS990ScheduleC/DuesAssessmentsAmt0130630
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt025973
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt025973
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt088917
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Other Liabilities
IRS990ScheduleD/TotalLiabilityAmt088917
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Texas Society of Pathologists is the statewide membership organization specifically targeted to pathologists practicing in Texas. Founded in 1921, TSP is the oldest state pathology organization in the United States, and currently has more than 1,100 members statewide.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has an annual election in which the members elect the board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2During our house of delegates meeting, bylaw changes are approved by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reviewed by the treasurer and is presented to the full board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The conflict of interest policy is presented to the board annually. During meetings the board is asked if they have a conflict of the item up for discussion and if so the member is asked to leave the room during the discussion.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All public documents are available upon request at office for public inspection.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0433468
IRS990/TotalAssetsEOYAmt0396593
IRS990/TotalAssetsGrp/BOYAmt0433468
IRS990/TotalAssetsGrp/EOYAmt0396593
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0133080
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234404
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0233529
IRS990/TotalLiabilitiesEOYAmt0173748
IRS990/TotalLiabilitiesGrp/BOYAmt0233529
IRS990/TotalLiabilitiesGrp/EOYAmt0173748
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0199939
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0222845
IRS990/TotalProgramServiceExpensesAmt0234402
IRS990/TotalProgramServiceRevenueAmt0123650
IRS990/TotalRevenueGrp/ExclusionAmt0580
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0123650
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257310
IRS990/TotalVolunteersCnt065
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0433468
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0396593
IRS990/TravelGrp/TotalAmt02269
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0401 West 15th No 100
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0787011680
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.texaspath.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Malter MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Texas Society of Pathologists
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0741556122
ReturnHeader/Filer/PhoneNum05123701510
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 West 15th No 100
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841192065
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William D Hamilton CPA
ReturnHeader/ReturnTs02020-07-28T11:39:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.94$4.16$0.78$3.10$3.53$0.44
2023Detailed filing. Detailed filing data is available for this year.$2.76$1.55$1.22$2.92$3.57$0.66
2022Detailed filing. Detailed filing data is available for this year.$3.82$1.94$1.88$2.75$3.38$0.64
2021Detailed filing. Detailed filing data is available for this year.$4.02$1.50$2.51$2.09$1.65$0.44
2020Detailed filing. Detailed filing data is available for this year.$3.27$1.20$2.07$2.60$2.76$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.97$1.74$2.23$2.57$2.34$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.33$2.34$2.00$2.95$2.39$0.57
2017Detailed filing. Detailed filing data is available for this year.$3.05$1.76$1.29$2.63$2.45$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.37$2.28$1.09$2.53$2.39$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.89$1.96$0.93$2.09$2.18$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.91$1.89$1.02$2.09$2.00$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.72$1.80$0.92$2.29$1.87$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$1.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$1.65$1.63$1.47$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$1.53$1.94$1.81$0.14