Civic Intelligence

Retina Research Foundation Permanent Endowment Fund

990 • Fiscal year 2020 • EIN 74-1860430

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.04x

Higher debt load relative to revenue than 9% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

24th percentile

-3.3%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

56th percentile

8.2%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$61,323,145

Up $4,655,440 (+8.2%) from 2019

Net Assets

Up

$61,257,974

Up $4,657,435 (+8.2%) from 2019

Liabilities

Down

$65,171

Down $1,995 (-3.0%) from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin24th percentile

Revenue

Down

$1,679,004

Down $1,770,977 (-51%) from 2019

Expenses

Down

$1,735,080

Down $135,971 (-7.3%) from 2019

Net Income

Down

-$56,076

Down $1,635,006 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2020

Assets$61,323,145
Liabilities$65,171
Net Assets$61,257,974
Open 2020 Filing

Operations Trend

Revenue Growth5th 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

2020

Revenue$1,679,004
Expenses$1,735,080
Net Income-$56,076
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$36,271,949
Mission and Program Overview

Mission

To support retina research foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$53,925,429$58,765,832▲ $4,840,403
Cash and Non-Interest-Bearing Accounts$2,632,731$2,447,313▼ $185,418
Pledges and Grants Receivable$63,535$110,000▲ $46,465
Accounts Receivable$46,010$0▼ $46,010
Total Assets$56,667,705$61,323,145▲ $4,655,440
Liabilities
Accounts Payable and Accrued Expenses$67,166$65,171▼ $1,995
Total Liabilities$67,166$65,171▼ $1,995
Net Assets / Fund Balance
Net Assets With Donor Restrictions$52,939,114$56,172,897▲ $3,233,783
Net Assets Without Donor Restrictions$3,661,425$5,085,077▲ $1,423,652
Total Net Assets Fund Balance$56,600,539$61,257,974▲ $4,657,435
Total Liabilities and Net Assets / Fund Balance$56,667,705$61,323,145▲ $4,655,440

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$56,558,160$1,408,159▲ $5,218,665-$61,213,145
2019$49,347,586$514,260▲ $8,814,804-$56,558,160
2018$53,373,538$144,760▼ $2,603,643-$49,347,586
2017$49,852,443$161,235▲ $4,956,959-$53,373,538
2016$47,699,249$307,701▲ $2,987,041-$49,852,443
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Alice R Mcpherson MdDirector
Arthur Willis MdDirector
Ben Orman MdDirector
Bernard Hicks MdDirector
Bettie Harding LeeDirector
Bruce B MackDirector
Diana M Dede WeilDirector
Frank K Eggleston DdsDirector
H Richard WaltonDirector
Jacquelyn M RoyceDirector
James E Key MdDirector
John C Dawson JrDirector
L Henry Gissel JrDirector
Lynn a Bernard JrDirector
Nancy F JaphetDirector
Petros E Carvounis MdDirector
R Malcolm WooleyDirector
Ronald G GirottoDirector
Rose CullenDirector
Suzanne MillerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,408,614
Program Service Revenue
$0
Investment Income
$301,061
Other Revenue
$-30,671
All Other Contributions
$1,408,614
Change in Net Assets
$-56,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,735,080
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$1,735,080--$1,735,080
Total Functional Expenses$1,735,080$0$0$1,735,080
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“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 B, Line 12C

“Each board member completes an annual statement indicating that the board member has read and understood the policy. The board reviews the responses on an annual basis.”

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
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Mcpherson Md
Formed
1976
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Mlp gain/loss 30,671. Partnership distributions 203,348.”

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 income taxes 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, 2020, management believes there were no uncertain tax positions.”

Raw XML AppendixShowing 400 of 529 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/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01976
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0-1056731
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt033536214
IRS990/GrossReceiptsAmt036271949
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt034592945
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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/NetAssetsOrFundBalancesBOYAmt056600539
IRS990/NetAssetsOrFundBalancesEOYAmt061257974
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1056731
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1056731
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04479492
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03661425
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05085077
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0234019
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MLP INCOME/LOSS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-30671
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-30671
IRS990/OtherRevenueTotalAmt0-30671
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt01735080
IRS990/PaymentsToAffiliatesGrp/TotalAmt01735080
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt063535
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0110000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALICE MCPHERSON MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0613805
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02883901
IRS990/PYOtherExpensesAmt01871051
IRS990/PYOtherRevenueAmt0-47725
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01578930
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01871051
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03449981
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-56076
IRS990/RegularMonitoringEnfrcInd01
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
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237087830
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01735080
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RETINA RESEARCH FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01735080
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.08300
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0236759
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt056558160
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01408159
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt061213145
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01735080
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05218665
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0247439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt049347586
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0514260
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt056558160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01871051
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08814804
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0277336
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt053373538
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0144760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt049347586
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01289733
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2603643
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0221815
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt049852443
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0161235
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt053373538
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01375284
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04956959
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-189832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt047699249
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0307701
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt049852443
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01331380
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02987041
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.33480
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE USED TO SUPPORT THE PROGRAMS OF RETINA RESEARCH FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RETINA RESEARCH FOUNDATION AND THE PERMANENT ENDOWMENT FUND ARE EXEMPT FROM FEDERAL INCOME TAXES 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, 2020, MANAGEMENT BELIEVES THERE WERE NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$61,323,145
Liabilities
$65,171
Net assets
$61,257,974
Revenue
$1,679,004
Expenses
$1,735,080
Net income
-$56,076
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
2020Detailed filing. Detailed filing data is available for this year.$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