Civic Intelligence

Unthsc Foundation

990 • Fiscal year 2020 • EIN 47-1744274

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 15, 2021

Organization ProfileN/A
3500 Camp Bowie Blvd 800Fort Worth, TX 76107-2699

(817) 735-2552

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$87,936,505

Flat from 2020

Net Assets

Flat

$26,830,201

Flat from 2020

Liabilities

Flat

$61,106,304

Flat from 2020

Revenue And Expenses

Revenue

Down

$3,678,188

Down $1,816 (-0.0%) from 2020

Expenses

Down

$6,463,915

Down $1,816 (-0.0%) from 2020

Net Income

Flat

-$2,785,727

Flat from 2020

Historical Trend

Balance Sheet Trend

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 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

2020

Assets$87,936,505
Liabilities$61,106,304
Net Assets$26,830,201
Open 2020 Filing

Operations Trend

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: $3,678,188Expenses 2020: $6,463,915Net Income 2020: -$2,785,7272020Revenue 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

2020

Revenue$3,678,188
Expenses$6,463,915
Net Income-$2,785,727
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 15, 2021
Return Version
2019v5.2
Gross Receipts
$6,240,161
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$74,752,266$83,415,063▲ $8,662,797
Pledges and Grants Receivable$6,001,198$3,041,512▼ $2,959,686
Cash and Non-Interest-Bearing Accounts$1,305,137$899,646▼ $405,491
Savings and Temporary Cash Investments-$540,985-
Prepaid Expenses and Deferred Charges$144,299$39,299▼ $105,000
Total Assets$82,202,900$87,936,505▲ $5,733,605
Liabilities
Other Liabilities$54,458,743$61,106,304▲ $6,647,561
Total Liabilities$54,458,743$61,106,304▲ $6,647,561
Net Assets / Fund Balance
Net Assets With Donor Restrictions$24,790,489$23,526,386▼ $1,264,103
Net Assets Without Donor Restrictions$2,953,668$3,303,815▲ $350,147
Total Net Assets Fund Balance$27,744,157$26,830,201▼ $913,956
Total Liabilities and Net Assets / Fund Balance$82,202,900$87,936,505▲ $5,733,605
Compensation and Service Providers

Board Members and Trustees

NameTitle
David Nolet CPAChair
Michele ReynoldsImmediate Past Chair
Libby WatsonProgram Chair
Elva Leblanc PhdVice-chair
Dan LowranceDirector
Doug CookDirector
Johnny CampbellDirector
Joseph DewoodyDirector
Ken HuffmanDirector
Marie HollidayDirector
Quintin CassadyDirector
Ray DickersonDirector
Richard Casarez PeDirector
Robert PenceDirector
Susan FarrDirector
Todd SpakeDirector
William Jordan Do FacoiDirector
Jan KehoeDirector (at-large)
Allan Howeth JdDirector (emeritus)
Robert FergusonDirector (emeritus)
Douglas WhiteExecutive Director Non Voting
Alden KarotkinSecretary
Michael YeagerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,047,816
Program Service Revenue
$0
Investment Income
$365,408
Other Revenue
$264,964
All Other Contributions
$3,047,816
Change in Net Assets
$-2,785,727

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,042,051
Revenue Not Reported on Financial Statements
$-363,863
Revenue Not Reported on Form 990
$1,871,771
Other Revenue Adjustments
$-401,363
Total Revenue per Audited Statements
$5,913,822
Total Revenue per Form 990
$3,678,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,223,430
Other Expenses$2,240,485
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,223,430--$4,223,430
Information Technology-$57,791-$57,791
Fees for Service Investment Mgmnt Fees-$37,500-$37,500
Fees for Services Legal-$23,363-$23,363
All Other Expenses-$13,622-$13,622
Other Expenses-$10,879-$10,879
Insurance-$7,980-$7,980
Office Expenses-$250-$250
Travel-$12-$12
Total Functional Expenses$4,223,430$2,240,485$0$6,463,915

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,827,778
Total Expenses per Form 990$6,463,915
Expenses per Audited Statements$6,426,415
Expenses Not Reported on Form 990$401,363
Expenses Not Reported on Financial Statements$37,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of North Texas Health Science CenterFort Worth, TX501(c)(3)Medical Research and Education$4,223,430
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$479,516
Fundraising Direct Expenses$401,363
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legends Gala$479,516$479,516$401,363$78,153
Total Events$479,516$479,516$401,363$78,153
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$61,106,304
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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

“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, Section B, Line 12C

“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, Section C, Line 19

“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 800, FORT WORTH, TX 76107-2699

Signing Officer

Name
Lacey Lapointe
Title
Executive Director
Phone
8177352552
Signed
2021-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lacey Lapointe
Formed
2014
Legal Domicile
TX
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
22

Preparer

Firm
Weaver and Tidwell Llp
Address
2300 N FIELD ST STE 1000, DALLAS, TX 75201
Preparer
Ira L Nevelow
Phone
9724901970
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation recognizes in its financial statements the financial effect of a tax position, if that position is more likely than not to be sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the position. Tax positions taken related to the foundation's tax exempt status for federal tax purposes and state filing requirements have been reviewed, and management is of the opinion that material positions taken by the foundation would more likely than not be sustained upon examination. Accordingly, the foundation has not recorded an income tax liability for uncertain tax benefits.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Special event expenses -401,363.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses 401,363.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (EMERITUS)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PROGRAM CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (AT-LARGE)
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR NON VOTING
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02014
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IRS990/FSAuditedInd01
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IRS990/FundraisingGrossIncomeAmt0479516
IRS990/GainOrLossGrp/SecuritiesAmt02610
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt04223430
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04223430
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04223430
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/InformationTechnologyGrp/TotalAmt057791
IRS990/InsuranceGrp/ManagementAndGeneralAmt07980
IRS990/InsuranceGrp/TotalAmt07980
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02160610
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER BY THE IMPROVEMENT OF ITS RESEARCH, TEACHING, SCHOLARSHIP, AND FACILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027744157
IRS990/NetAssetsOrFundBalancesEOYAmt026830201
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02610
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02610
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt078153
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt078153
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01871771
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02953668
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03303815
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0250
IRS990/OfficeExpensesGrp/TotalAmt0250
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1ALUMNI & STUDENT EXPENS
IRS990/OtherExpensesGrp/Desc2DONATION EXPENSE
IRS990/OtherExpensesGrp/Desc3FACILITIES & EQUIPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02000000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt151238
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt237850
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310879
IRS990/OtherExpensesGrp/TotalAmt02000000
IRS990/OtherExpensesGrp/TotalAmt151238
IRS990/OtherExpensesGrp/TotalAmt237850
IRS990/OtherExpensesGrp/TotalAmt310879
IRS990/OtherLiabilitiesGrp/BOYAmt054458743
IRS990/OtherLiabilitiesGrp/EOYAmt061106304
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEE INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0186811
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0186811
IRS990/OtherRevenueTotalAmt0186811
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06001198
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03041512
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0144299
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039299
IRS990/PrincipalOfficerNm0LACEY LAPOINTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0OSTEOPATHIC HERITAGE FOUNDATION ENDOWED CHAIR OF CLINICAL RESEARCHTHE RICHARDS-COHEN DISTINGUISHED CHAIR IN CLINICAL RESEARCH ENDOWMENT WAS CREATED TO SUPPORT CLINICAL RESEARCH AND EDUCATION IN THE TEXAS COLLEGE OF OSTEOPATHIC MEDICINE AT THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER. CURRENT EFFORTS FOCUS ON ESTABLISHING A REPLICABLE CLINICAL RESEARCH TEAM MODEL THAT ENCOURAGES OSTEOPATHIC PHYSICIANS TO ENGAGE IN PATIENT-BASED CLINICAL RESEARCH.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE LEVINE PRESIDENT'S AWARDS PROVIDE ACADEMIC SCHOLARSHIPS TO STUDENTS IN EACH OF THE HSC'S SCHOOLS/COLLEGES BASED ON AWARDING DECISIONS MADE BY THE HSC SCHOLARSHIP COMMITTEE. AT THE INSTRUCTION OF THE PRESIDENT, THESE AWARDS ARE TO BE DIVIDED EQUALLY TO SUPPORT STUDENTS IN THE TEXAS COLLEGE OF OSTEOPATHIC MEDICINE, GRADUATE SCHOOL OF BIOMEDICAL SCIENCES, SCHOOL OF PUBLIC HEALTH, SCHOOL OF HEALTH PROFESSIONS (PHYSICIAN ASSISTANTS AND PHYSICIAN THERAPISTS), AND COLLEGE OF PHARMACY. THE ENDOWMENT SUPPORTING THESE AWARDS WAS RECEIVED THROUGH AN INSURANCE POLICY WITH INSTRUCTIONS TO BE USED AT THE DISCRETION OF THE HSC PRESIDENT.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MULTIPLE PROGRAMS AT THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER INCLUDING RESEARCH, EDUCATION, SALARY SUPPORT, DNA LABORATORY, PEDIATRICS, AND OBGEN.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07784754
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04591883
IRS990/PYInvestmentIncomeAmt0256176
IRS990/PYOtherExpensesAmt066427
IRS990/PYOtherRevenueAmt0-271492
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03111128
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04658310
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07769438
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2785727
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0540985
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03047816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07784754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011040134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04668284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05292007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt031832995
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0362798
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0256176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0316171
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0269823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0258565
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01463533
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0186811
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0186811
IRS990ScheduleA/PublicSupportCY170Pct00.95070
IRS990ScheduleA/PublicSupportTotal170Amt031832995
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03047816
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07784754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011040134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04668284
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05292007
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt031832995
IRS990ScheduleA/TotalSupportAmt033483339
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0401363
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt037500
IRS990ScheduleD/ExpensesSubtotalAmt06426415
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt037500
IRS990ScheduleD/InvestmentExpensesNotIncldAmt037500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01871771
IRS990ScheduleD/OtherExpensesIncludedAmt0401363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt061106304
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-401363

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,936,505
Liabilities
$61,106,304
Net assets
$26,830,201
Revenue
$3,678,188
Expenses
$6,463,915
Net income
-$2,785,727
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$6.46$2.79
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