Civic Intelligence

Retina Research Foundation Permanent Endowment Fund

990 • Fiscal year 2023 • EIN 74-1860430

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 22, 2025

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.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.04x

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

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-29%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$68,193,286

Up $7,416,979 (+12%) from 2022

Net Assets

Up

$68,116,679

Up $7,411,548 (+12%) from 2022

Liabilities

Up

$76,607

Up $5,431 (+7.6%) from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin18th percentile

Revenue

Down

$2,130,973

Down $853,213 (-29%) from 2022

Expenses

Up

$2,348,209

Up $115,216 (+5.2%) from 2022

Net Income

Down

-$217,236

Down $968,429 (-129%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th 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 2023: $68,193,286Liabilities 2023: $76,607Net Assets 2023: $68,116,6792023Assets 2024: $74,350,077Liabilities 2024: $82,048Net Assets 2024: $74,268,0292024

Highlighted filing

2023

Assets$68,193,286
Liabilities$76,607
Net Assets$68,116,679
Open 2023 Filing

Operations Trend

Revenue Growth12th 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 2023: $2,130,973Expenses 2023: $2,348,209Net Income 2023: -$217,2362023Revenue 2024: $6,115,365Expenses 2024: $2,630,585Net Income 2024: $3,484,7802024

Highlighted filing

2023

Revenue$2,130,973
Expenses$2,348,209
Net Income-$217,236
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 22, 2025
Return Version
2023v6.0
Gross Receipts
$31,997,801
Mission and Program Overview

Mission

To support retina research foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$60,309,722$67,492,737▲ $7,183,015
Cash and Non-Interest-Bearing Accounts$346,585$646,549▲ $299,964
Pledges and Grants Receivable$120,000$54,000▼ $66,000
Total Assets$60,776,307$68,193,286▲ $7,416,979
Liabilities
Accounts Payable and Accrued Expenses$71,176$76,607▲ $5,431
Total Liabilities$71,176$76,607▲ $5,431
Net Assets / Fund Balance
Net Assets With Donor Restrictions$55,770,385$62,594,082▲ $6,823,697
Net Assets Without Donor Restrictions$4,934,746$5,522,597▲ $587,851
Total Net Assets Fund Balance$60,705,131$68,116,679▲ $7,411,548
Total Liabilities and Net Assets / Fund Balance$60,776,307$68,193,286▲ $7,416,979

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$60,656,307$245,000▲ $9,566,931-$68,139,286
2022$70,336,261$199,017▼ $7,648,677-$60,656,307
2021$61,213,145$1,453,608▲ $9,747,864-$70,336,261
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
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Arthur Willis MdDirector
Ben Orman MdDirector
Bettie Harding LeeDirector
Bruce B MackDirector
H Richard WaltonDirector
James E Key MdDirector
John C Dawson JrDirector
Joseph W RoyceDirector
Katherine W OrtonDirector
Lawrence P WashingtonDirector
Lewis H Gissel IiiDirector
Lynn a Bernard JrDirector
Nancy F JaphetDirector
Patricia K BoydDirector
Petros E Carvounis MdDirector
R Malcolm WooleyDirector
Ronald G GirottoDirector
Rosanette S CullenDirector
W Mac JensenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$179,000
Program Service Revenue
$0
Investment Income
$1,875,209
Other Revenue
$76,764
All Other Contributions
$179,000
Change in Net Assets
$-217,236

Audited Revenue Reconciliation

Revenue per Audited Statements
$-217,236
Revenue Not Reported on Financial Statements
$2,348,209
Revenue Not Reported on Form 990
$7,628,784
Other Revenue Adjustments
$2,044,723
Total Revenue per Audited Statements
$7,411,548
Total Revenue per Form 990
$2,130,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,348,209
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$2,044,723--$2,044,723
Fees for Service Investment Mgmnt Fees-$303,486-$303,486
Total Functional Expenses$2,044,723$303,486$0$2,348,209

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$2,348,209
Total Expenses per Form 990$2,348,209
Other Expense Adjustments$2,044,723
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
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
Arthur Willis Md
Title
President
Phone
7137971925
Signed
2025-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur Willis Md
Formed
1976
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Cri Advisors LLC
Address
TWO RIVERWAY 15TH FLOOR, HOUSTON, TX 77056
Preparer
Kristen Simpson
Phone
7136218090
Supplemental Narrative

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, 2023, management believes there were no uncertain tax positions.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany payment to affiliate - retina research foundation 2,044,723.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany payment to affiliate - retina research foundation 2,044,723.”

Raw XML AppendixShowing 400 of 534 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
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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/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01976
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt012525
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt029879353
IRS990/GrossReceiptsAmt031997801
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt067492737
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt029866828
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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/NetAssetsOrFundBalancesBOYAmt060705131
IRS990/NetAssetsOrFundBalancesEOYAmt068116679
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07628784
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04934746
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05522597
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900003
IRS990/OtherRevenueMiscGrp/Desc0MLP PASSTHROUGH INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt076764
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt076764
IRS990/OtherRevenueTotalAmt076764
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt02044723
IRS990/PaymentsToAffiliatesGrp/TotalAmt02044723
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0120000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt054000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ARTHUR WILLIS MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0319017
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02621301
IRS990/PYOtherExpensesAmt02232993
IRS990/PYOtherRevenueAmt043868
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0751193
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02232993
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02984186
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-217236
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/SupportAmt02044723
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RETINA RESEARCH FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02044723
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/BoardDesignatedBalanceEOYPct00.08110
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0284229
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt060656307
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0245000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt068139286
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02044723
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09566931
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0291912
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt070336261
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0199017
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt060656307
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01938382
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7648677
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0287034
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt061213145
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01453608
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt070336261
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01791322
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09747864
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0236759
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt056558160
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01408159
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt061213145
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01735080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05218665
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0247439
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt049347586
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0514260
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt056558160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01871051
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08814804
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02348209
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0303486
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0303486
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07628784
IRS990ScheduleD/OtherExpensesNotIncludedAmt02044723
IRS990ScheduleD/OtherRevenuesNotIncludedAmt02044723
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.32820
IRS990ScheduleD/RevenueNotReportedAmt07628784
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02348209
IRS990ScheduleD/RevenueSubtotalAmt0-217236
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE USED TO SUPPORT THE PROGRAMS OF RETINA RESEARCH FOUNDATION.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$68,193,286
Liabilities
$76,607
Net assets
$68,116,679
Revenue
$2,130,973
Expenses
$2,348,209
Net income
-$217,236
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
2023Detailed filing. Detailed filing data is available for this year.$68.2$0.08$68.1$2.13$2.35$0.22
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