Civic Intelligence

Texas Alliance for Patient Access

990 • Fiscal year 2017 • EIN 74-3023421

Jan 01, 2017 to Dec 31, 2017 • Filed on Dec 18, 2018

Organization ProfileWWW.TAPA.INFO

View Organization Page

PO Box 684157Austin, TX 78768-4157

(512) 703-2156

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$614,240

Flat from 2017

Net Assets

Flat

$612,342

Flat from 2017

Liabilities

Flat

$1,898

Flat from 2017

Revenue And Expenses

Revenue

Flat

$499,597

Flat from 2017

Expenses

Flat

$761,571

Flat from 2017

Net Income

Flat

-$261,974

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $663,956Liabilities 2011: $0Net Assets 2011: $663,9562011Assets 2012: $808,421Liabilities 2012: $0Net Assets 2012: $808,4212012Assets 2013: $813,885Liabilities 2013: $924Net Assets 2013: $812,9612013Assets 2014: $836,018Liabilities 2014: $0Net Assets 2014: $836,0182014Assets 2015: $798,069Liabilities 2015: $1,727Net Assets 2015: $796,3422015Assets 2016: $874,316Liabilities 2016: $0Net Assets 2016: $874,3162016Assets 2017: $614,240Liabilities 2017: $1,898Net Assets 2017: $612,3422017Assets 2017: $614,240Liabilities 2017: $1,898Net Assets 2017: $612,3422017Assets 2018: $539,632Liabilities 2018: $0Net Assets 2018: $539,6322018Assets 2019: $443,013Liabilities 2019: $0Net Assets 2019: $443,0132019Assets 2020: $495,048Liabilities 2020: $0Net Assets 2020: $495,0482020Assets 2021: $525,904Liabilities 2021: $1,266Net Assets 2021: $524,6382021Assets 2022: $612,322Liabilities 2022: $1,266Net Assets 2022: $611,0562022Assets 2023: $608,047Liabilities 2023: $839Net Assets 2023: $607,2082023Assets 2024: $749,499Liabilities 2024: $4,192Net Assets 2024: $745,3072024

Highlighted filing

2017

Assets$614,240
Liabilities$1,898
Net Assets$612,342
Open 2017 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $721,124Expenses 2011: $560,555Net Income 2011: $160,5692011Revenue 2012: $661,508Expenses 2012: $517,043Net Income 2012: $144,4652012Revenue 2013: $569,147Expenses 2013: $564,607Net Income 2013: $4,5402013Revenue 2014: $549,358Expenses 2014: $526,301Net Income 2014: $23,0572014Revenue 2015: $506,000Expenses 2015: $545,676Net Income 2015: -$39,6762015Revenue 2016: $575,060Expenses 2016: $497,086Net Income 2016: $77,9742016Revenue 2017: $499,597Expenses 2017: $761,571Net Income 2017: -$261,9742017Revenue 2017: $499,597Expenses 2017: $761,571Net Income 2017: -$261,9742017Revenue 2018: $473,223Expenses 2018: $545,935Net Income 2018: -$72,7122018Revenue 2019: $508,277Expenses 2019: $604,896Net Income 2019: -$96,6192019Revenue 2020: $524,467Expenses 2020: $472,431Net Income 2020: $52,0362020Revenue 2021: $717,534Expenses 2021: $687,605Net Income 2021: $29,9292021Revenue 2022: $543,957Expenses 2022: $457,539Net Income 2022: $86,4182022Revenue 2023: $484,974Expenses 2023: $488,822Net Income 2023: -$3,8482023Revenue 2024: $583,827Expenses 2024: $445,728Net Income 2024: $138,0992024

Highlighted filing

2017

Revenue$499,597
Expenses$761,571
Net Income-$261,974
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Dec 18, 2018
Return Version
2017v2.3
Gross Receipts
$499,597
Mission and Program Overview

Mission

Preserve access to quality healthcare for all texans

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$873,725$613,885▼ $259,840
Land, Buildings, and Equipment, Net$591$355▼ $236
Total Assets$874,316$614,240▼ $260,076
Liabilities
Other Liabilities$0$1,898▲ $1,898
Total Liabilities$0$1,898▲ $1,898
Net Assets / Fund Balance
Unrestricted Net Assets$874,316$612,342▼ $261,974
Total Net Assets Fund Balance$874,316$612,342▼ $261,974
Total Liabilities and Net Assets / Fund Balance$874,316$614,240▼ $260,076

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$355$6,670$7,025
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathon J OpeltExecutive DirectorFT$162,000$61,654$223,654
Howard Marcus MdChairmanPT$30,000-$30,000

Board Members and Trustees

NameTitle
Vicky GouldVice Chairman
Brian DittmarDirector
Buddy StevesDirector
Cesar LopezDirector
Darrell D ZurovecDirector
Darren WhitehurstDirector
Darryl JordanDirector
Dusty OtwellDirector
Elizabeth HealyDirector
Jim Cox MdDirector
Karen SullivanDirector
Karen WardellDirector
Liam Fry MdDirector
Monte E Troutman DoDirector
Patrick Carter MdDirector
Richard Johnston MdDirector
Robert J Hancock DoDirector
Shirley Fuller CooperDirector
Tess FrazierDirector
Tim OttingerDirector
Lisa HavensSecretary
Chris Von DohlenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$497,341
Program Service Revenue
$0
Investment Income
$2,256
Other Revenue
$0
Change in Net Assets
$-261,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$470,886
Salaries, Compensation, and Employee Benefits$290,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$227,000
Fees for Services Legal---$170,109
Fees for Services Lobbying---$123,500
Fees for Services Other---$98,844
Other Salaries and Wages---$22,800
Occupancy---$18,562
Pension Plan Contributions---$14,998
Payroll Taxes---$13,500
Other Employee Benefits---$12,387
Conferences and Meetings---$6,990
Office Expenses---$6,170
All Other Expenses---$4,757
Fees for Service Investment Mgmnt Fees---$4,106
Other Expenses---$3,778
Travel---$2,937
Insurance---$2,798
Fees for Services Accounting---$1,164
Depreciation Depletion---$236
Total Functional Expenses$0$0$0$761,571
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$123,500
Total Nondeductible Lobbying and Political Cost$123,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,898
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by our cpa firm and reviewed by the board at the next available board meeting before filing.”

Form 990, Part VI, Section B, Line 12C

“At the beginning of each year we ask each board member to complete a disclosure and conflicts form. If there are any perceived conflicts those issues are investigated by the executive director and the governance committee.”

Form 990, Part VI, Section B, Line 15

“The organization interviewed compensation consultants and selected a party to conduct a review. Consultant interviewed the executive director and the chairman. Sought information regarding financials, job duties, committees, time-commitments, targeted goals and achievement of the those goals. The consultant acquired comparability data for the chairman and executive director consistent with the compensation policy. The compensation committee took the findings and recommendations into consideration in establishing a pay, bonus and perks package consistent with the 50th percentile of comparably situated organizations and management positions.”

Form 990, Part VI, Section C, Line 19

“The information is kept on file at the tapa office and available upon request.”

Filing and Contact Details

Filer

Filer Name
Texas Alliance for Patient Access
EIN
74-3023421
Phone
5127032156
Address
PO BOX 684157, AUSTIN, TX 78768-4157

Signing Officer

Name
Jonathon J Opelt
Title
Executive Director
Phone
5127032156
Signed
2018-12-18

Organization Details

Principal Officer
Jonathon J Opelt
Formed
2002
Legal Domicile
TX
Voting Board Members
24
Independent Board Members
23
Employees
3
Volunteers
0

Preparer

Firm
Erickson Demel & Co Pllc
Address
7800 N MOPAC SUITE 105, AUSTIN, TX 78759
Preparer
Robin C Demel
Phone
5124828682
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Berkeley research group 98,844.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02798
IRS990/InvestmentIncomeGrp/ExclusionAmt02256
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02256
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06670
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0591
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0355
IRS990/LandBldgEquipCostOrOtherBssAmt07025
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0497341
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PRESERVE ACCESS TO QUALITY HEALTHCARE FOR ALL TEXANS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0874316
IRS990/NetAssetsOrFundBalancesEOYAmt0612342
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt018562
IRS990/OfficeExpensesGrp/TotalAmt06170
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012387
IRS990/OtherExpensesGrp/Desc0DUES
IRS990/OtherExpensesGrp/Desc1PRINTING & COPYING
IRS990/OtherExpensesGrp/Desc2WEBSITE
IRS990/OtherExpensesGrp/Desc3RESEARCH & VIDEO
IRS990/OtherExpensesGrp/TotalAmt013651
IRS990/OtherExpensesGrp/TotalAmt19502
IRS990/OtherExpensesGrp/TotalAmt23782
IRS990/OtherExpensesGrp/TotalAmt33778
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01898
IRS990/OtherOrganizationDsc0UNINCORPORATED NON-PROFIT
IRS990/OtherSalariesAndWagesGrp/TotalAmt022800
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt013500
IRS990/PensionPlanContributionsGrp/TotalAmt014998
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JONATHON J OPELT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0574010
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01050
IRS990/PYOtherExpensesAmt0220296
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt077974
IRS990/PYSalariesCompEmpBnftPaidAmt0276790
IRS990/PYTotalExpensesAmt0497086
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0575060
IRS990/ReconcilationRevenueExpnssAmt0-261974
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AggregateReportedDuesNtcAmt082061
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/CarriedOverAmt041439
IRS990ScheduleC/DuesAssessmentsAmt0497341
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0123500
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0123500
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0355
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06670
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07025
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01898
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0355
IRS990ScheduleD/TotalLiabilityAmt01898
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0162000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount035000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014267
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012387
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JONATHON J OPELT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0223654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY OUR CPA FIRM AND REVIEWED BY THE BOARD AT THE NEXT AVAILABLE BOARD MEETING BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE BEGINNING OF EACH YEAR WE ASK EACH BOARD MEMBER TO COMPLETE A DISCLOSURE AND CONFLICTS FORM. IF THERE ARE ANY PERCEIVED CONFLICTS THOSE ISSUES ARE INVESTIGATED BY THE EXECUTIVE DIRECTOR AND THE GOVERNANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION INTERVIEWED COMPENSATION CONSULTANTS AND SELECTED A PARTY TO CONDUCT A REVIEW. CONSULTANT INTERVIEWED THE EXECUTIVE DIRECTOR AND THE CHAIRMAN. SOUGHT INFORMATION REGARDING FINANCIALS, JOB DUTIES, COMMITTEES, TIME-COMMITMENTS, TARGETED GOALS AND ACHIEVEMENT OF THE THOSE GOALS. THE CONSULTANT ACQUIRED COMPARABILITY DATA FOR THE CHAIRMAN AND EXECUTIVE DIRECTOR CONSISTENT WITH THE COMPENSATION POLICY. THE COMPENSATION COMMITTEE TOOK THE FINDINGS AND RECOMMENDATIONS INTO CONSIDERATION IN ESTABLISHING A PAY, BONUS AND PERKS PACKAGE CONSISTENT WITH THE 50TH PERCENTILE OF COMPARABLY SITUATED ORGANIZATIONS AND MANAGEMENT POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INFORMATION IS KEPT ON FILE AT THE TAPA OFFICE AND AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BERKELEY RESEARCH GROUP 98,844.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0874316
IRS990/TotalAssetsEOYAmt0614240
IRS990/TotalAssetsGrp/BOYAmt0874316
IRS990/TotalAssetsGrp/EOYAmt0614240
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0497341
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0761571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01898

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$614,240
Liabilities
$1,898
Net assets
$612,342
Revenue
$499,597
Expenses
$761,571
Net income
-$261,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.04$7.45$5.84$4.46$1.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.01$6.07$4.85$4.89$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.01$6.11$5.44$4.58$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.01$5.25$7.18$6.88$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$0.00$4.95$5.24$4.72$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$0.00$4.43$5.08$6.05$0.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$4.73$5.46$0.73
2017Detailed filing. Detailed filing data is available for this year.$6.14$0.02$6.12$5.00$7.62$2.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.02$6.12$5.00$7.62$2.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.74$0.00$8.74$5.75$4.97$0.78
2015Detailed filing. Detailed filing data is available for this year.$7.98$0.02$7.96$5.06$5.46$0.40
2014Summary only. Only limited summary data is available for this year.$8.36$0.00$8.36$5.49$5.26$0.23
2013Summary only. Only limited summary data is available for this year.$8.14$0.01$8.13$5.69$5.65$0.05
2012Summary only. Only limited summary data is available for this year.$8.08$0.00$8.08$6.62$5.17$1.44
2011Summary only. Only limited summary data is available for this year.$6.64$0.00$6.64$7.21$5.61$1.61