Civic Intelligence

Unthsc Foundation

990 • Fiscal year 2017 • EIN 47-1744274

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 16, 2018

Organization ProfileN/A
3500 Camp Bowie BlvdFort Worth, TX 76107

(817) 735-2552

Siviq Scores

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

Liabilities / Assets

79th percentile

0.63x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

6.51x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

4th percentile

-52%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$257,551

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

99th percentile

270%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-9.6%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$48,327,664

Up $35,249,685 (+270%) from 2016

Net Assets

Up

$17,768,279

Up $4,690,300 (+36%) from 2016

Liabilities

Up

$30,559,385

Up $30,559,385 from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin4th percentile

Revenue

Down

$4,696,193

Down $501,376 (-9.6%) from 2016

Expenses

Down

$7,139,569

Down $2,619,917 (-27%) from 2016

Net Income

Up

-$2,443,376

Up $2,118,541 (+46%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$200M$150M$100M$50M$0Assets 2013: $14,216,508Liabilities 2013: $394,461Net Assets 2013: $13,822,0472013Assets 2014: $17,741,204Liabilities 2014: $146,620Net Assets 2014: $17,594,5842014Assets 2015: $1Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $13,077,979Liabilities 2016: $0Net Assets 2016: $13,077,9792016Assets 2017: $48,327,664Liabilities 2017: $30,559,385Net Assets 2017: $17,768,2792017Assets 2018: $61,160,598Liabilities 2018: $36,493,709Net Assets 2018: $24,666,8892018Assets 2019: $82,202,900Liabilities 2019: $54,458,743Net Assets 2019: $27,744,1572019Assets 2020: $87,936,505Liabilities 2020: $61,106,304Net Assets 2020: $26,830,2012020Assets 2021: $134,843,787Liabilities 2021: $106,027,779Net Assets 2021: $28,816,0082021Assets 2022: $125,259,729Liabilities 2022: $100,486,802Net Assets 2022: $24,772,9272022Assets 2023: $136,689,882Liabilities 2023: $105,711,696Net Assets 2023: $30,978,1862023Assets 2024: $158,191,207Liabilities 2024: $122,985,292Net Assets 2024: $35,205,9152024

Highlighted filing

2017

Assets$48,327,664
Liabilities$30,559,385
Net Assets$17,768,279
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: $4,352,291Expenses 2013: $2,266,191Net Income 2013: $2,086,1002013Revenue 2014: $4,863,511Expenses 2014: $2,106,521Net Income 2014: $2,756,9902014Revenue 2015: $3,679,604Expenses 2015: $2,982,018Net Income 2015: $697,5862015Revenue 2016: $5,197,569Expenses 2016: $9,759,486Net Income 2016: -$4,561,9172016Revenue 2017: $4,696,193Expenses 2017: $7,139,569Net Income 2017: -$2,443,3762017Revenue 2018: $13,155,445Expenses 2018: $5,598,172Net Income 2018: $7,557,2732018Revenue 2019: $8,040,930Expenses 2019: $5,062,102Net Income 2019: $2,978,8282019Revenue 2020: $3,680,004Expenses 2020: $6,465,731Net Income 2020: -$2,785,7272020Revenue 2021: $2,693,485Expenses 2021: $4,429,306Net Income 2021: -$1,735,8212021Revenue 2022: $3,836,787Expenses 2022: $3,518,944Net Income 2022: $317,8432022Revenue 2023: $4,243,540Expenses 2023: $3,363,137Net Income 2023: $880,4032023Revenue 2024: $2,793,400Expenses 2024: $2,394,739Net Income 2024: $398,6612024

Highlighted filing

2017

Revenue$4,696,193
Expenses$7,139,569
Net Income-$2,443,376
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 16, 2018
Return Version
2016v3.0
Gross Receipts
$5,149,232
Mission and Program Overview

Mission

To advance education through financial support of the university of north texas health science center by the improvement of its research, teaching, scholarship, and facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,183,592$44,165,646▲ $31,982,054
Pledges and Grants Receivable-$3,096,408-
Cash and Non-Interest-Bearing Accounts$894,387$915,224▲ $20,837
Prepaid Expenses and Deferred Charges-$150,386-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$13,077,979$48,327,664▲ $35,249,685
Other Assets Total-$0-
Liabilities
Other Liabilities-$30,559,385-
Total Liabilities$0$30,559,385▲ $30,559,385
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,210,819$8,860,833▼ $349,986
Temporarily Rstr Net Assets$3,350,470$6,614,739▲ $3,264,269
Unrestricted Net Assets$516,690$2,292,707▲ $1,776,017
Total Net Assets Fund Balance$13,077,979$17,768,279▲ $4,690,300
Total Liabilities and Net Assets / Fund Balance$13,077,979$48,327,664▲ $35,249,685
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Michele ReynoldsChairman
Robert FergusonPast Chair
David Nolet CPAVice Chair
Daniel LowranceDirector
Doug CookDirector
Eva LeBlanc PhDDirector
Henry Borbolla IIIDirector
Johnny CampbellDirector
Joseph DeWoodyDirector
Lezlie MonteleoneDirector
Libby WatsonDirector
Randall Perkins DODirector
Richard Casarez PEDirector
Robert PenseDirector
Sheila Kellagher PTDirector
Shirley MartinDirector
Todd SpakeDirector
William Jordan DO FACOIDirector
Allan Howeth JDEmeritus
Arnold GachmanEmeritus
George PepperEmeritus
Douglas White Executive DirNon Voting
Marie Holliday DMDSecretary
James Kerrigan CFATreasurer
Morrell Dowell StackpoleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,668,284
Program Service Revenue
$0
Investment Income
$269,823
Other Revenue
$-241,914
All Other Contributions
$4,125,299
Change in Net Assets
$-2,443,376

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,337,303
Revenue Not Reported on Financial Statements
$358,890
Revenue Not Reported on Form 990
$806,017
Other Revenue Adjustments
$358,890
Total Revenue per Audited Statements
$5,143,320
Total Revenue per Form 990
$4,696,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,917,993
Other Expenses$221,576
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,917,993--$6,917,993
Fees for Service Investment Mgmnt Fees-$180,351-$180,351
Fees for Services Accounting-$10,272-$10,272
Information Technology-$6,300-$6,300
Insurance-$3,089-$3,089
Fees for Services Legal-$2,003-$2,003
Advertising-$250-$250
Other Expenses-$181-$181
All Other Expenses-$120-$120
Total Functional Expenses$6,917,993$221,576$0$7,139,569

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,139,569
Total Expenses per Audited Statements$7,139,569
Total Expenses per Form 990$7,139,569
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$453,039
Fundraising Gross Income$211,125
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$754,110$211,125$40,024$171,101
Total Events$754,110$211,125$453,039$-241,914
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Due to related companies$30,409,385
Pledges payable$150,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

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

“A draft copy of Form 990 is presented to the Executive Committee of the Board before it is filed. The Executive Committee presents the final return to the Board of Directors at its next regular meeting.”

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

“Officers, directors, and key employees are required to annually review the Foundation's Conflict of Interest Policy and acknowledge compliance with that policy.”

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

“This information is made available to requesters upon request.”

Filing and Contact Details

Filer

Filer Name
UNTHSC Foundation
EIN
47-1744274
Phone
8177352552
Address
3500 Camp Bowie Blvd, Fort Worth, TX 76107

Signing Officer

Name
Douglas White
Title
Executive Director
Signed
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
Employees
0

Preparer

Firm
Ronnie C McClure PhD CPA
Address
PO Box 586, LEWISVILLE, TX 75067-0586
Preparer
Ronnie C McClure
Phone
2149573366
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Multiple programs at the University of North Texas Health Science Center including research, education, salary support, DNA Laboratory, pediatrics, and OBGEN, the aggregate total of which was $6,735,735.”

Due to Related Party

“At August 31, 2017, the Foundation held investments of $30,409,385 on behalf of UNTHSC. The investment account, in the name of the Foundation, was established prior to the formation of the Foundation. In order to maximize the benefits received from pooling investments and for simplicity,UNTHSC's portion is being held by the Foundation. These investments are included in investments and due to related party on the Statement of Financial Position.”

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Realized gains and losses $358890”

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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/Form990PartVIISectionAGrp/PersonNm11Eva LeBlanc PhD
IRS990/Form990PartVIISectionAGrp/PersonNm12Lezlie Monteleone
IRS990/Form990PartVIISectionAGrp/PersonNm13David Nolet CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14George Pepper
IRS990/Form990PartVIISectionAGrp/PersonNm15Randall Perkins DO
IRS990/Form990PartVIISectionAGrp/PersonNm16Michele Reynolds
IRS990/Form990PartVIISectionAGrp/PersonNm17Morrell Dowell Stackpole
IRS990/Form990PartVIISectionAGrp/PersonNm18Libby Watson
IRS990/Form990PartVIISectionAGrp/PersonNm19Todd Spake
IRS990/Form990PartVIISectionAGrp/PersonNm20Shirley Martin
IRS990/Form990PartVIISectionAGrp/PersonNm21Douglas White Executive Dir
IRS990/Form990PartVIISectionAGrp/PersonNm22Robert Pense
IRS990/Form990PartVIISectionAGrp/PersonNm23Daniel Lowrance
IRS990/Form990PartVIISectionAGrp/PersonNm24Johnny Campbell
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Chairman
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$48,327,664
Liabilities
$30,559,385
Net assets
$17,768,279
Revenue
$4,696,193
Expenses
$7,139,569
Net income
-$2,443,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$158$123$35.2$2.79$2.39$0.40
2023Detailed filing. Detailed filing data is available for this year.$137$106$31.0$4.24$3.36$0.88
2022Detailed filing. Detailed filing data is available for this year.$125$100$24.8$3.84$3.52$0.32
2021Detailed filing. Detailed filing data is available for this year.$135$106$28.8$2.69$4.43$1.74
2020Detailed filing. Detailed filing data is available for this year.$87.9$61.1$26.8$3.68$6.47$2.79
2019Detailed filing. Detailed filing data is available for this year.$82.2$54.5$27.7$8.04$5.06$2.98
2018Detailed filing. Detailed filing data is available for this year.$61.2$36.5$24.7$13.2$5.60$7.56
2017Detailed filing. Detailed filing data is available for this year.$48.3$30.6$17.8$4.70$7.14$2.44
2016Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$5.20$9.76$4.56
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$3.68$2.98$0.70
2014Summary only. Only limited summary data is available for this year.$17.7$0.15$17.6$4.86$2.11$2.76
2013Summary only. Only limited summary data is available for this year.$14.2$0.39$13.8$4.35$2.27$2.09