Civic Intelligence

Unthsc Foundation

990 • Fiscal year 2023 • EIN 47-1744274

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 15, 2024

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

82nd percentile

0.77x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

24.91x

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

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

62nd percentile

9.1%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$136,689,882

Up $11,430,153 (+9.1%) from 2022

Net Assets

Up

$30,978,186

Up $6,205,259 (+25%) from 2022

Liabilities

Up

$105,711,696

Up $5,224,894 (+5.2%) from 2022

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin81st percentile

Revenue

Up

$4,243,540

Up $406,753 (+11%) from 2022

Expenses

Down

$3,363,137

Down $155,807 (-4.4%) from 2022

Net Income

Up

$880,403

Up $562,560 (+177%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2023

Assets$136,689,882
Liabilities$105,711,696
Net Assets$30,978,186
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$4,243,540
Expenses$3,363,137
Net Income$880,403
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 15, 2024
Return Version
2022v5.0
Gross Receipts
$6,932,243
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$120,086,605$133,319,651▲ $13,233,046
Savings and Temporary Cash Investments$4,209,873$2,548,498▼ $1,661,375
Pledges and Grants Receivable$890,803$656,577▼ $234,226
Prepaid Expenses and Deferred Charges$64,863$69,123▲ $4,260
Cash and Non-Interest-Bearing Accounts$7,585$14,052▲ $6,467
Total Assets$125,259,729$136,689,882▲ $11,430,153
Other Assets Total$0$81,981▲ $81,981
Liabilities
Other Liabilities$100,290,924$105,527,553▲ $5,236,629
Accounts Payable and Accrued Expenses$195,878$184,143▼ $11,735
Total Liabilities$100,486,802$105,711,696▲ $5,224,894
Net Assets / Fund Balance
Net Assets With Donor Restrictions$21,296,028$28,128,792▲ $6,832,764
Net Assets Without Donor Restrictions$3,476,899$2,849,394▼ $627,505
Total Net Assets Fund Balance$24,772,927$30,978,186▲ $6,205,259
Total Liabilities and Net Assets / Fund Balance$125,259,729$136,689,882▲ $11,430,153

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,821,727--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$21,943,539$1,322,972▲ $1,954,845$922,006$24,299,350
2022$26,100,608$243,419▼ $3,483,079$917,409$21,943,539
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
Compensation and Service Providers
Top Officer Pay5th percentile

Board Members and Trustees

NameTitle
Elva Leblanc PhdChair
Daniel LowranceDirector
David NoletDirector
Dennis Shingleton Ms Mba Col USDirector
Jeff Beeson Do Rn Emt-pDirector
Johnny CampbellDirector
Marie Holliday DmdDirector
Quintin Cassady JdDirector
Ray DickersonDirector
Robert Pence Pe BceeeDirector
Susan FarrDirector
Todd SpakeDirector
James MeintjesExecutive Director
Lee Ann EmbryFoundation Board Liason
Michele ReynoldsEmeritus
Robert FergusonEmeritus
Alden KarotkinSecretary
Michael YeagerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,573,530
Program Service Revenue
$0
Investment Income
$356,726
Other Revenue
$313,284
All Other Contributions
$3,275,304
Change in Net Assets
$880,403

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,543,338
Revenue Not Reported on Financial Statements
$-299,798
Revenue Not Reported on Form 990
$1,943,211
Other Revenue Adjustments
$-367,205
Total Revenue per Audited Statements
$6,486,549
Total Revenue per Form 990
$4,243,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,665,150
Other Expenses$697,987
Total Fundraising Expense$42,890
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,665,150--$2,665,150
Fees for Services Accounting-$322,763-$322,763
Information Technology-$73,323-$73,323
Fees for Service Investment Mgmnt Fees-$67,407-$67,407
Fees for Services Other-$50,000-$50,000
Office Expenses-$22,367-$22,367
Advertising-$15,630-$15,630
Other Expenses-$15,412$42,890$15,412
All Other Expenses-$14,015-$14,015
Insurance-$8,848-$8,848
Conferences and Meetings-$1,175-$1,175
Fees for Services Legal-$1,001-$1,001
Travel-$668-$668
Occupancy-$17-$17
Total Functional Expenses$2,665,150$655,097$42,890$3,363,137

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,697,445
Total Expenses per Form 990$3,363,137
Expenses per Audited Statements$3,295,730
Expenses Not Reported on Form 990$401,715
Expenses Not Reported on Financial Statements$67,407
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of North Texas Health Science CenterFort Worth, TX501(c)(3)Medical Research and Education$2,627,980
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$435,779
Fundraising Direct Expenses$367,205
Gaming Gross Income$14,170
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legends Gala$644,357$351,381$8,002$343,379
Horsman Mcfadden Golf Tournament$89,598$84,348$4,799$79,549
Total Events$734,005$435,779$367,205$68,574
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$105,527,553
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
Dr Kimberly Russell
Title
Executive Director
Phone
8177352445
Signed
2024-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Kimberly Russell
Formed
2014
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
30

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The audit 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 -367,205.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses 367,205.”

Raw XML AppendixShowing 400 of 597 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/TitleTxt14CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
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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

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,689,882
Liabilities
$105,711,696
Net assets
$30,978,186
Revenue
$4,243,540
Expenses
$3,363,137
Net income
$880,403
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