Civic Intelligence

Retina Research Foundation Permanent Endowment Fund

990 • Fiscal year 2014 • EIN 74-1860430

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

Organization ProfileN/A
1977 Butler BlvdHouston, TX 77030

(713) 797-1925

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

7th percentile

0.02x

Higher debt load relative to revenue than 7% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

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.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

41st percentile

3.3%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

33%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$50,984,801

Up $1,630,864 (+3.3%) from 2013

Net Assets

Up

$50,897,387

Up $1,629,627 (+3.3%) from 2013

Liabilities

Up

$87,414

Up $1,237 (+1.4%) from 2013

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin95th percentile

Revenue

Up

$4,251,446

Up $1,050,176 (+33%) from 2013

Expenses

Down

$1,314,125

Down $27 (-0.0%) from 2013

Net Income

Up

$2,937,321

Up $1,050,203 (+56%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$80M$60M$40M$20M$0Assets 2010: $40,243,014Liabilities 2010: $71,936Net Assets 2010: $40,171,0782010Assets 2011: $38,924,615Liabilities 2011: $70,467Net Assets 2011: $38,854,1842011Assets 2012: $43,200,787Liabilities 2012: $68,550Net Assets 2012: $43,132,2372012Assets 2013: $49,353,937Liabilities 2013: $86,177Net Assets 2013: $49,267,7602013Assets 2014: $50,984,801Liabilities 2014: $87,414Net Assets 2014: $50,897,3872014Assets 2015: $48,056,314Liabilities 2015: $25,568Net Assets 2015: $48,030,7462015Assets 2016: $49,861,443Liabilities 2016: $50,031Net Assets 2016: $49,811,4122016Assets 2017: $53,383,548Liabilities 2017: $68,958Net Assets 2017: $53,314,5902017Assets 2018: $49,357,586Liabilities 2018: $58,647Net Assets 2018: $49,298,9392018Assets 2019: $56,667,705Liabilities 2019: $67,166Net Assets 2019: $56,600,5392019Assets 2020: $61,323,145Liabilities 2020: $65,171Net Assets 2020: $61,257,9742020Assets 2021: $70,336,261Liabilities 2021: $81,976Net Assets 2021: $70,254,2852021Assets 2022: $60,776,307Liabilities 2022: $71,176Net Assets 2022: $60,705,1312022Assets 2024: $74,350,077Liabilities 2024: $82,048Net Assets 2024: $74,268,0292024

Highlighted filing

2014

Assets$50,984,801
Liabilities$87,414
Net Assets$50,897,387
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $1,630,043Expenses 2010: $1,241,134Net Income 2010: $388,9092010Revenue 2011: $1,771,742Expenses 2011: $1,252,330Net Income 2011: $519,4122011Revenue 2012: $3,549,810Expenses 2012: $1,271,543Net Income 2012: $2,278,2672012Revenue 2013: $3,201,270Expenses 2013: $1,314,152Net Income 2013: $1,887,1182013Revenue 2014: $4,251,446Expenses 2014: $1,314,125Net Income 2014: $2,937,3212014Revenue 2015: $2,944,843Expenses 2015: $1,320,991Net Income 2015: $1,623,8522015Revenue 2016: $4,082,051Expenses 2016: $1,515,076Net Income 2016: $2,566,9752016Revenue 2017: $3,176,538Expenses 2017: $1,616,026Net Income 2017: $1,560,5122017Revenue 2018: $2,222,306Expenses 2018: $1,289,733Net Income 2018: $932,5732018Revenue 2019: $3,449,981Expenses 2019: $1,871,051Net Income 2019: $1,578,9302019Revenue 2020: $1,679,004Expenses 2020: $1,735,080Net Income 2020: -$56,0762020Revenue 2021: $8,036,748Expenses 2021: $1,791,322Net Income 2021: $6,245,4262021Revenue 2022: $2,984,186Expenses 2022: $2,232,993Net Income 2022: $751,1932022Revenue 2024: $6,115,365Expenses 2024: $2,630,585Net Income 2024: $3,484,7802024

Highlighted filing

2014

Revenue$4,251,446
Expenses$1,314,125
Net Income$2,937,321
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Gross Receipts
$13,735,041
Mission and Program Overview

Mission

To support retina research foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$46,324,211$47,445,409▲ $1,121,198
Cash and Non-Interest-Bearing Accounts$2,249,773$3,187,349▲ $937,576
Pledges and Grants Receivable$450,000$29,889▼ $420,111
Total Assets$49,353,937$50,984,801▲ $1,630,864
Other Assets Total$329,953$322,154▼ $7,799
Liabilities
Accounts Payable and Accrued Expenses$86,177$87,414▲ $1,237
Total Liabilities$86,177$87,414▲ $1,237
Net Assets / Fund Balance
Temporarily Rstr Net Assets$27,077,384$28,485,706▲ $1,408,322
Permanently Rstr Net Assets$18,908,493$19,028,884▲ $120,391
Unrestricted Net Assets$3,281,883$3,382,797▲ $100,914
Total Net Assets Fund Balance$49,267,760$50,897,387▲ $1,629,627
Total Liabilities and Net Assets / Fund Balance$49,353,937$50,984,801▲ $1,630,864

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$48,573,984$548,301▲ $2,823,361-$50,632,758
2013$41,888,413$688,000▲ $7,294,096-$48,573,984
2012$38,618,347$166,903▲ $4,376,623-$41,888,413
2011$39,915,566$432,105▼ $475,525-$38,618,347
2010$36,356,876$123,500▲ $4,681,348-$39,915,566
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
R Malcolm WooleyChairman
Lynn a Bernard JrVice-chairman
Alice R Mcpherson MdDirector
Arthur Willis MdDirector
Ben F Orman MdDirector
Bernard Hicks MdDirector
Bettie Harding LeeDirector
Bruce B MackDirector
Diana M WeilDirector
Emmett a HumbleDirector
F Ames SmithDirector
Frank K Eggleston DdsDirector
H Richard WaltonDirector
Jacquelyn M RoyceDirector
James Key MdDirector
John C Dawson JrDirector
L Henry Gissel JrDirector
Michael PatrickDirector
Nancy F JaphetDirector
Petros E Carvounis MdDirector
Shara FryerDirector
Suzanne MillerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$128,190
Program Service Revenue
$0
Investment Income
$4,175,445
Other Revenue
$-52,189
All Other Contributions
$128,190
Change in Net Assets
$2,937,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,314,125
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$973,634--$973,634
Fees for Service Investment Mgmnt Fees-$340,491-$340,491
Total Functional Expenses$973,634$340,491$0$1,314,125
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The return is signed by a board designee. The return is then provided to the entire board at the next meeting or during the normal course of business.”

Form 990, Part VI, Section C, Line 19

“The organization makes all of its organizing documents and prior year tax returns available through written request to the organization as well as through third party websites, such as guidestar.”

Filing and Contact Details

Filer

Filer Name
Retina Research Permanent Endowment Fund
EIN
74-1860430
Phone
7137971925
Address
1977 BUTLER BLVD, HOUSTON, TX 77030

Signing Officer

Name
Alice Mcpherson Md
Title
President
Phone
7137971925
Signed
2015-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Mcpherson Md
Formed
1976
Legal Domicile
TX
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
22

Preparer

Firm
Carr Riggs & Ingram LLC
Address
TWO RIVERWAY FLOOR 15, HOUSTON, TX 77056
Preparer
Miles Harper
Phone
7136218090
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split-interest agreement -7,799. Mlp gain/loss 52,189. Partnership distributions 158,523.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used to support the programs of retina research foundation.”

PART X, LINE 2:

“Retina research foundation and the permanent endowment fund are exempt from federal incometaxes on related income under internal revenue code (irc) section 501(a) as an organization described in irc section 501(c)(3). The foundation accounts for uncertain tax positions, when it is more likely than not, that such an asset or a liability will be realized. As of december 31, 2014, management believes there were no uncertain tax positions.”

Raw XML AppendixShowing 400 of 538 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/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHAIRMAN
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IRS990/GainOrLossGrp/SecuritiesAmt03149903
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012633498
IRS990/GrossReceiptsAmt013735041
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01025542
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01025542
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046324211
IRS990/InvestmentsPubTradedSecGrp/EOYAmt047445409
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09483595
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT RETINA RESEARCH FOUNDATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt049267760
IRS990/NetAssetsOrFundBalancesEOYAmt050897387
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03149903
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03149903
IRS990/NetUnrelatedBusTxblIncmAmt0-52189
IRS990/NetUnrlzdGainsLossesInvstAmt0-1510607
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
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IRS990/Organization501c3Ind0X
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IRS990/OtherRevenueMiscGrp/Desc0MLP INCOME/LOSS
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-52189
IRS990/OtherRevenueTotalAmt0-52189
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0973634
IRS990/PaymentsToAffiliatesGrp/TotalAmt0973634
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt018908493
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt019028884
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0450000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt029889
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALICE MCPHERSON MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0138000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03143503
IRS990/PYOtherExpensesAmt01314152
IRS990/PYOtherRevenueAmt0-80233
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IRS990/PYRevenuesLessExpensesAmt01887118
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01314152
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03201270
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02937321
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/SupportedOrganizationsCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237087830
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0973634
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RETINA RESEARCH FOUNDATION
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt050632758
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt048573984
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01000109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07294096
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0275558
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt038618347
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0166903
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt041888413
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0281268
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-475525

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,984,801
Liabilities
$87,414
Net assets
$50,897,387
Revenue
$4,251,446
Expenses
$1,314,125
Net income
$2,937,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.4$0.08$74.3$6.12$2.63$3.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.8$0.07$60.7$2.98$2.23$0.75
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.3$0.08$70.3$8.04$1.79$6.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.3$0.07$61.3$1.68$1.74$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.7$0.07$56.6$3.45$1.87$1.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.4$0.06$49.3$2.22$1.29$0.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.4$0.07$53.3$3.18$1.62$1.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.9$0.05$49.8$4.08$1.52$2.57
2015Detailed filing. Detailed filing data is available for this year.$48.1$0.03$48.0$2.94$1.32$1.62
2014Detailed filing. Detailed filing data is available for this year.$51.0$0.09$50.9$4.25$1.31$2.94
2013Detailed filing. Detailed filing data is available for this year.$49.4$0.09$49.3$3.20$1.31$1.89
2012Summary only. Only limited summary data is available for this year.$43.2$0.07$43.1$3.55$1.27$2.28
2011Summary only. Only limited summary data is available for this year.$38.9$0.07$38.9$1.77$1.25$0.52
2010Summary only. Only limited summary data is available for this year.$40.2$0.07$40.2$1.63$1.24$0.39