Civic Intelligence

Unthsc Foundation

990 • Fiscal year 2021 • EIN 47-1744274

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 12, 2022

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

(817) 735-2552

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.79x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

39.36x

Higher debt load relative to revenue than 99% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

3rd percentile

-64%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$277,315

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

94th percentile

53%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-27%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$134,843,787

Up $46,907,282 (+53%) from 2020

Net Assets

Up

$28,816,008

Up $1,985,807 (+7.4%) from 2020

Liabilities

Up

$106,027,779

Up $44,921,475 (+74%) from 2020

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$2,693,485

Down $986,519 (-27%) from 2020

Expenses

Down

$4,429,306

Down $2,036,425 (-31%) from 2020

Net Income

Up

-$1,735,821

Up $1,049,906 (+38%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2021

Assets$134,843,787
Liabilities$106,027,779
Net Assets$28,816,008
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$2,693,485
Expenses$4,429,306
Net Income-$1,735,821
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 12, 2022
Return Version
2020v4.2
Gross Receipts
$4,297,453
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$83,415,063$131,571,643▲ $48,156,580
Pledges and Grants Receivable$3,041,512$1,792,313▼ $1,249,199
Savings and Temporary Cash Investments$540,985$1,268,918▲ $727,933
Prepaid Expenses and Deferred Charges$39,299$177,500▲ $138,201
Cash and Non-Interest-Bearing Accounts$899,646$33,413▼ $866,233
Total Assets$87,936,505$134,843,787▲ $46,907,282
Liabilities
Other Liabilities$61,106,304$106,027,779▲ $44,921,475
Total Liabilities$61,106,304$106,027,779▲ $44,921,475
Net Assets / Fund Balance
Net Assets With Donor Restrictions$23,526,386$25,590,707▲ $2,064,321
Net Assets Without Donor Restrictions$3,303,815$3,225,301▼ $78,514
Total Net Assets Fund Balance$26,830,201$28,816,008▲ $1,985,807
Total Liabilities and Net Assets / Fund Balance$87,936,505$134,843,787▲ $46,907,282

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$18,997,701$366,799▲ $3,563,564$827,456$22,100,608
2020$17,438,678$389,538▲ $1,752,039$582,554$18,997,701
2019$15,591,396$1,633,636▲ $366,391$152,745$17,438,678
2018$11,435,188$4,903,341▲ $1,049,938$1,253,566$15,591,396
2017$10,012,732$1,144,640▲ $971,235$693,419$11,435,188
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Douglas WhiteExecutive Director Non Voting (end Oct 2020)FT$277,315$277,315
Lacey LapointeExecutive Director Non Voting (end Nov 2021)FT$41,629$41,629

Board Members and Trustees

NameTitle
David Nolet CPAChair
Michele ReynoldsImmediate Past Chair
Libby WatsonProgram Chair
Elva Leblanc PhdVice-chair
Dan LowranceDirector
Doug CookDirector
Janeen LamkinDirector
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
Allan Howeth JdDirector (emeritus)
Robert FergusonDirector (emeritus)
Douglas WhiteExecutive Director Non Voting (end O
Alden KarotkinSecretary
Michael YeagerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,060,402
Program Service Revenue
$0
Investment Income
$389,729
Other Revenue
$243,354
All Other Contributions
$1,960,002
Change in Net Assets
$-1,735,821

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Books and Publications-$13,815-
Works of Art1$5,000Fair Market Value (FMV)
Other Non Cash Contri Table9$2,717Fair Market Value (FMV)
Drugs and Medical Supplies2$568Fair Market Value (FMV)
Other Non Cash Contri Table2$100Fair Market Value (FMV)
Total Noncash Contributions14$22,200-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,655,985
Revenue Not Reported on Financial Statements
$37,500
Revenue Not Reported on Form 990
$3,721,628
Total Revenue per Audited Statements
$6,377,613
Total Revenue per Form 990
$2,693,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,076,634
Other Expenses$352,672
Total Fundraising Expense$98,750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,076,634--$4,076,634
Fees for Services Legal-$72,374-$72,374
Information Technology-$39,299-$39,299
Fees for Service Investment Mgmnt Fees-$37,500-$37,500
Fees for Services Accounting-$23,290-$23,290
Insurance-$8,793$8,848$17,641
Other Expenses-$9,281$89,902$9,281
Office Expenses-$143-$143
Total Functional Expenses$4,076,634$253,922$98,750$4,429,306

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,429,306
Expenses per Audited Statements$4,391,806
Total Expenses per Audited Statements$4,391,806
Expenses Not Reported on Financial Statements$37,500
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of North Texas Health Science CenterFort Worth, TX501(c)(3)Medical Research and Education$4,061,884
Rutledge Cancer FoundationFort Worth, TX501(c)(3)Annual Gala Sponsorship$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legends Gala$100,400---
Total Events$100,400---
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$106,027,779
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
James Meintjes
Title
Executive Director
Phone
8177352552
Signed
2022-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Meintjes
Formed
2014
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Weaver and Tidwell Llp
Address
499 W SHERIDAN AVE SUITE 2450, OKLAHOMA CITY, OK 73102
Preparer
Kirby Ross
Phone
4055949200
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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR (EMERITUS)
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
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR NON VOTING (END OCT 2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DIRECTOR NON VOTING (END NOV 2021)
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IRS990/MembersOrStockholdersInd00
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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.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19281
IRS990/OtherExpensesGrp/TotalAmt089902
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IRS990/OtherExpensesGrp/TotalAmt29281
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IRS990/PrincipalOfficerNm0JAMES MEINTJES
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.
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028920987
IRS990ScheduleA/TotalSupportAmt030945849
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,843,787
Liabilities
$106,027,779
Net assets
$28,816,008
Revenue
$2,693,485
Expenses
$4,429,306
Net income
-$1,735,821
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