Civic Intelligence

Unthsc Foundation

990 • Fiscal year 2022 • EIN 47-1744274

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 14, 2023

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

(817) 735-2445

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.80x

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

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

26.19x

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

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Net Margin

57th percentile

8.3%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

29th percentile

-7.1%

Faster asset growth than 29% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

42%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$125,259,729

Down $9,584,058 (-7.1%) from 2021

Net Assets

Down

$24,772,927

Down $4,043,081 (-14%) from 2021

Liabilities

Down

$100,486,802

Down $5,540,977 (-5.2%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin57th percentile

Revenue

Up

$3,836,787

Up $1,143,302 (+42%) from 2021

Expenses

Down

$3,518,944

Down $910,362 (-21%) from 2021

Net Income

Up

$317,843

Up $2,053,664 (+118%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2022

Assets$125,259,729
Liabilities$100,486,802
Net Assets$24,772,927
Open 2022 Filing

Operations Trend

Revenue Growth88th 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

2022

Revenue$3,836,787
Expenses$3,518,944
Net Income$317,843
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 14, 2023
Return Version
2021v4.2
Gross Receipts
$6,731,733
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 Other Securities$131,571,643$120,086,605▼ $11,485,038
Savings and Temporary Cash Investments$1,268,918$4,209,873▲ $2,940,955
Pledges and Grants Receivable$1,792,313$890,803▼ $901,510
Prepaid Expenses and Deferred Charges$177,500$64,863▼ $112,637
Cash and Non-Interest-Bearing Accounts$33,413$7,585▼ $25,828
Total Assets$134,843,787$125,259,729▼ $9,584,058
Liabilities
Other Liabilities$106,027,779$100,290,924▼ $5,736,855
Accounts Payable and Accrued Expenses-$195,878-
Total Liabilities$106,027,779$100,486,802▼ $5,540,977
Net Assets / Fund Balance
Net Assets With Donor Restrictions$25,590,707$21,296,028▼ $4,294,679
Net Assets Without Donor Restrictions$3,225,301$3,476,899▲ $251,598
Total Net Assets Fund Balance$28,816,008$24,772,927▼ $4,043,081
Total Liabilities and Net Assets / Fund Balance$134,843,787$125,259,729▼ $9,584,058

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,531,192--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$22,100,608$243,419▼ $2,899,234$917,409$18,527,384
2020$18,997,701$366,799▲ $3,563,564$827,456$22,100,608
2019$17,438,678$389,538▲ $1,752,039$582,554$18,997,701
2018$15,591,396$1,633,636▲ $366,391$152,745$17,438,678
2017$11,435,188$4,903,341▲ $1,049,938$1,253,566$15,591,396
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Elva Leblanc PhdChair
David NoletImmediate Past Chair
Dan LowranceDirector
Dennis Shingleton Ms Mba Col USDirector
Doug CookDirector
Janeen LamkinDirector
Jeff Beeson Do Rn Emt-pDirector
Johnny CampbellDirector
Joseph DewoodyDirector
Ken HuffmanDirector
Marie Holliday DmdDirector
Quintin Cassady JdDirector
Ray DickersonDirector
Robert Pence Pe BceeeDirector
Susan FarrDirector
Todd SpakeDirector
Michele ReynoldsDirector (emeritus)
Robert FergusonDirector (emeritus)
Mark HughesExecutive Director Non Voting
Lee Ann EmbryFoundation Board Liason
Alden KarotkinSecretary
Michael YeagerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,036,000
Program Service Revenue
$0
Investment Income
$944,135
Other Revenue
$-143,348
All Other Contributions
$2,525,892
Change in Net Assets
$317,843

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,253,755
Revenue Not Reported on Financial Statements
$-416,968
Revenue Not Reported on Form 990
$-4,358,758
Other Revenue Adjustments
$-488,588
Total Revenue per Audited Statements
$-105,003
Total Revenue per Form 990
$3,836,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,566,841
Other Expenses$952,103
Total Fundraising Expense$26,837
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,566,841--$2,566,841
Fees for Services Accounting-$96,567-$96,567
Fees for Service Investment Mgmnt Fees-$71,620-$71,620
Fees for Services Other-$60,041-$60,041
Office Expenses-$46,382-$46,382
Other Expenses-$28,088$26,837$26,837
All Other Expenses-$21,112-$21,112
Fees for Services Legal-$8,472-$8,472
Insurance-$3,687-$3,687
Information Technology-$421-$421
Travel-$85-$85
Occupancy-$16-$16
Total Functional Expenses$2,566,841$925,266$26,837$3,518,944

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,938,078
Total Expenses per Form 990$3,518,944
Expenses per Audited Statements$3,449,490
Expenses Not Reported on Form 990$488,588
Expenses Not Reported on Financial Statements$69,454
Other Expense Adjustments$-2,166
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of North Texas Health Science Center Tcom Foundation IncFort Worth, TX501(c)(3)Medical Research and Education$2,538,038
Fort Worth Chamber of CommerceFort Worth, TX501(c)(6)State of the City Sponsorship$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$488,588
Fundraising Gross Income$70,320
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legends Gala$388,003$58,240$866$57,374
Tcom 50th Gala$98,895$14,465$15,611$-1,146
Total Events$580,428$70,320$488,588$-418,268
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$100,290,924
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
8177352445
Address
3500 CAMP BOWIE BLVD 800, FORT WORTH, TX 76107-2699

Signing Officer

Name
Michael Yeager
Title
Unthsc Foundation Board Treasurer
Phone
8177352445
Signed
2023-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Yeager
Formed
2014
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
20

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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Reimbursement income netted with expenses 2,166.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Special event expenses -488,588.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses 488,588.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursement income netted with expenses -2,166.”

Raw XML AppendixShowing 400 of 628 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (EMERITUS)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (EMERITUS)
IRS990/Form990PartVIISectionAGrp/TitleTxt16FOUNDATION BOARD LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR NON VOTING
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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/PrincipalOfficerNm0MICHAEL YEAGER
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.
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,259,729
Liabilities
$100,486,802
Net assets
$24,772,927
Revenue
$3,836,787
Expenses
$3,518,944
Net income
$317,843
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