Civic Intelligence

Texas Medical Association Alliance

EIN 74-6050698 • 501(c)6 • Austin, TX

Profile

Texas medical association alliance sponsors and supports programs for the advancement of medicine and public health on the local and state levels.

401 West 15th StreetAustin, TX 78701

www.texmed.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.14x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

40th percentile

0.5%

Higher net margin than 40% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$99,872

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 36.6% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

29%

Faster revenue growth than 84% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$798,776

Up $46,956 (+6.2%) from 2023

Liabilities

Down

$37,062

Down $3,254 (-8.1%) from 2023

Net Assets

Up

$761,714

Up $50,210 (+7.1%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin40th percentile

Revenue

Up

$273,224

Up $61,452 (+29%) from 2023

Expenses

Up

$271,964

Up $26,101 (+11%) from 2023

Net Income

Up

$1,260

Up $35,351 (+104%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $477,445Liabilities 2011: $16Net Assets 2011: $477,4292011Assets 2012: $504,218Liabilities 2012: $18Net Assets 2012: $504,2002012Assets 2013: $519,186Liabilities 2013: $28Net Assets 2013: $519,1582013Assets 2014: $539,647Liabilities 2014: $26Net Assets 2014: $539,6212014Assets 2015: $567,280Liabilities 2015: $1,760Net Assets 2015: $565,5202015Assets 2016: $598,244Liabilities 2016: $1,695Net Assets 2016: $596,5492016Assets 2017: $635,276Liabilities 2017: $53,016Net Assets 2017: $582,2602017Assets 2018: $659,751Liabilities 2018: $56,519Net Assets 2018: $603,2322018Assets 2019: $684,276Liabilities 2019: $57,747Net Assets 2019: $626,5292019Assets 2020: $764,423Liabilities 2020: $48,540Net Assets 2020: $715,8832020Assets 2021: $856,355Liabilities 2021: $49,077Net Assets 2021: $807,2782021Assets 2022: $705,173Liabilities 2022: $36,949Net Assets 2022: $668,2242022Assets 2023: $751,820Liabilities 2023: $40,316Net Assets 2023: $711,5042023Assets 2024: $798,776Liabilities 2024: $37,062Net Assets 2024: $761,7142024

Highlighted filing

2024

Assets$798,776
Liabilities$37,062
Net Assets$761,714
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $157,941Expenses 2011: $124,947Net Income 2011: $32,9942011Revenue 2012: $135,106Expenses 2012: $108,335Net Income 2012: $26,7712012Revenue 2013: $126,629Expenses 2013: $111,671Net Income 2013: $14,9582013Revenue 2014: $115,732Expenses 2014: $95,269Net Income 2014: $20,4632014Revenue 2015: $128,794Expenses 2015: $102,895Net Income 2015: $25,8992015Revenue 2016: $128,864Expenses 2016: $97,835Net Income 2016: $31,0292016Revenue 2017: $146,505Expenses 2017: $104,194Net Income 2017: $42,3112017Revenue 2018: $539,920Expenses 2018: $134,248Net Income 2018: $405,6722018Revenue 2019: $163,283Expenses 2019: $157,407Net Income 2019: $5,8762019Revenue 2020: $349,168Expenses 2020: $298,781Net Income 2020: $50,3872020Revenue 2021: $185,562Expenses 2021: $143,040Net Income 2021: $42,5222021Revenue 2022: $152,864Expenses 2022: $172,346Net Income 2022: -$19,4822022Revenue 2023: $211,772Expenses 2023: $245,863Net Income 2023: -$34,0912023Revenue 2024: $273,224Expenses 2024: $271,964Net Income 2024: $1,2602024

Highlighted filing

2024

Revenue$273,224
Expenses$271,964
Net Income$1,260
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$798,776
Liabilities
$37,062
Net assets
$761,714
Revenue
$273,224
Expenses
$271,964
Net income
$1,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$0.37$7.62$2.73$2.72$0.01
2023Summary only. Only limited summary data is available for this year.$7.52$0.40$7.12$2.12$2.46$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.37$6.68$1.53$1.72$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.56$0.49$8.07$1.86$1.43$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.49$7.16$3.49$2.99$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.58$6.27$1.63$1.57$0.06
2018Summary only. Only limited summary data is available for this year.$6.60$0.57$6.03$5.40$1.34$4.06
2017Summary only. Only limited summary data is available for this year.$6.35$0.53$5.82$1.47$1.04$0.42
2016Summary only. Only limited summary data is available for this year.$5.98$0.02$5.97$1.29$0.98$0.31
2015Summary only. Only limited summary data is available for this year.$5.67$0.02$5.66$1.29$1.03$0.26
2014Summary only. Only limited summary data is available for this year.$5.40$0.00$5.40$1.16$0.95$0.20
2013Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$1.27$1.12$0.15
2012Summary only. Only limited summary data is available for this year.$5.04$0.00$5.04$1.35$1.08$0.27
2011Summary only. Only limited summary data is available for this year.$4.77$0.00$4.77$1.58$1.25$0.33
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$180,371
Mission and Program Overview

Mission

Texas medical association alliance sponsors and supports programs for the advancement of medicine and public health on the local and state levels.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$797,316$682,145▼ $115,171
Savings and Temporary Cash Investments$59,039$19,224▼ $39,815
Prepaid Expenses and Deferred Charges-$3,804-
Total Assets$856,355$705,173▼ $151,182
Liabilities
Deferred Revenue$41,281$36,949▼ $4,332
Accounts Payable and Accrued Expenses$7,796$0▼ $7,796
Total Liabilities$49,077$36,949▼ $12,128
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$807,278$668,224▼ $139,054
Total Net Assets Fund Balance$807,278$668,224▼ $139,054
Total Liabilities and Net Assets / Fund Balance$856,355$705,173▼ $151,182
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Martha VijjeswarapuPast President 2021-2022
Jennifer LewisPresident 2021-2022
Libby WhitePresident 2022-2023
Elizabeth VanexanPresident Elect 2022-2023
Keely HunsakerPRESIDENT'S SPECIAL ADVISOR 2021-2022
Nancy NealPRESIDENT'S SPECIAL ADVISOR 2022-2023
Pam UdallExecutive Director
Sunshine MooreAdvisory Committee 2021-2023
Lisa QueraltAdvisory Committee 2022-2023
Bailey WesleyAlliance Physician in Training
Hannah BakerApt Representative 2022-2023
Mary Ann SheltonParliamentarian 2021-2022
Mercedes DossaParliamentarian 2022-2023
Mariko ElvinRecording Secretary 2022-2023
Chris McgilveryResources Liaisons 2021-2022
Diane MoyResources Liaisons 2021-2022
Liza RaynorResources Liaisons 2021-2022
Sue SchackmuthResources Liaisons 2021-2022
Jean HarrisResources Liaisons 2022-2023
Jenny SternResources Liaisons 2022-2023
Lori BenoldResources Liaisons 2022-2023
Lori UrsoResources Liaisons 2022-2023
Imani AllenRevisions and Guidelines 2022-2023
Lori BoiesVP Elect of Fiscal Affairs 2022-2023
Jenny ShepherdVP Elect of Membeership 2022-2023
Amanda CutbirthVP Future Planning 2021-2022
Mark BaerdVP of Communication 2021-2022
Jenny ShepherdVP of Community Health 2021-2022
Kelly MichaelsVP of Community Health 2022-2023
Martha HowellVP of Fiscal Affairs 2022-2023
Lisa DreverVP of Future Planning 2022-2023
Christel ChaseVP of Legislative Affairs 2022-2023
Lori RouthVP of Membership 2021-2022
Joi SmithVP of Membership 2022-2023
Revenue and Support

Revenue Composition

Contributions and Grants
$139,037
Program Service Revenue
$6,360
Investment Income
$7,467
Other Revenue
$0
All Other Contributions
$13,997
Change in Net Assets
$-19,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,942
Salaries, Compensation, and Employee Benefits$53,104
Grants and Similar Amounts Paid$20,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$42,408
Conferences and Meetings---$37,330
Travel---$26,949
Grants to Domestic Orgs---$20,300
Office Expenses---$18,400
Other Expenses---$10,137
Other Employee Benefits---$7,271
Payroll Taxes---$3,425
Fees for Service Investment Mgmnt Fees---$2,867
Information Technology---$2,659
Insurance---$600
Total Functional Expenses$0$0$0$172,346
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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Texas medical association alliance is a membership association.”

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

“The 990 tax return is reviewed by the executive director, the vice president of fiscal affairs, and the chair of the finance committee prior to being filed. A copy of the 990 tax return is made available to the board at the winter meeting.”

Form 990, Part VI, Section C, Line 19

“Not available to the public.”

Filing and Contact Details

Filer

Filer Name
Texas Medical Association Alliance
EIN
74-6050698
Phone
5123701329
Address
401 WEST 15TH STREET, AUSTIN, TX 78701

Signing Officer

Name
Pam Udall
Title
Director of Alliance
Phone
5123701300
Signed
2023-11-13

Organization Details

Principal Officer
Pam Udall
Formed
1918
Legal Domicile
TX
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
0
Raw XML AppendixShowing 400 of 568 raw XML fields

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

Path#Value
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IRS990/AllOtherContributionsAmt013997
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT ELECT 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF MEMBERSHIP 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP ELECT OF MEMBEERSHIP 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF COMMUNITY HEALTH 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF LEGISLATIVE AFFAIRS 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF FUTURE PLANNING 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP OF FISCAL AFFAIRS 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP ELECT OF FISCAL AFFAIRS 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt11RECORDING SECRETARY 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt12PARLIAMENTARIAN 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF COMMUNITY HEALTH 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF COMMUNICATION 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP FUTURE PLANNING 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP OF MEMBERSHIP 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt17PARLIAMENTARIAN 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT'S SPECIAL ADVISOR 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt19APT REPRESENTATIVE 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt20REVISIONS AND GUIDELINES 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt21ADVISORY COMMITTEE 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt22RESOURCES LIAISONS 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt23RESOURCES LIAISONS 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt24RESOURCES LIAISONS 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt25RESOURCES LIAISONS 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt26PRESIDENT'S SPECIAL ADVISOR 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt27ALLIANCE PHYSICIAN IN TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt28ADVISORY COMMITTEE 2021-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt29RESOURCES LIAISONS 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt30RESOURCES LIAISONS 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt31RESOURCES LIAISONS 2021-2022
IRS990/Form990PartVIISectionAGrp/TitleTxt32RESOURCES LIAISONS 2021-2022
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