Civic Intelligence

UMC Auxiliary

EIN 75-1602469 • 501(c)3 • Lubbock, TX

Profile

Service to medical center

602 IndianaLubbock, TX 79403

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.01x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

52%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$570,254

Up $86,396 (+18%) from 2023

Liabilities

Up

$2,490

Up $42 (+1.7%) from 2023

Net Assets

$567,764

No earlier filing loaded for comparison.

Revenue

Up

$196,179

Up $67,413 (+52%) from 2023

Expenses

Up

$109,825

Up $29,009 (+36%) from 2023

Net Income

Up

$86,354

Up $38,404 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $287,932Liabilities 2010: $1,983Net Assets 2010: $285,9492010Assets 2011: $289,907Liabilities 2011: $1,008Net Assets 2011: $288,8992011Assets 2012: $284,411Liabilities 2012: $1,988Net Assets 2012: $282,4232012Assets 2013: $275,275Liabilities 2013: $1,9562013Assets 2014: $311,702Liabilities 2014: $1,163Net Assets 2014: $310,5392014Assets 2015: $325,151Liabilities 2015: $1,2052015Assets 2016: $286,028Liabilities 2016: $1,201Net Assets 2016: $284,8272016Assets 2017: $323,629Net Assets 2017: $323,6292017Assets 2018: $374,946Liabilities 2018: $3,756Net Assets 2018: $371,1902018Assets 2019: $432,660Liabilities 2019: $4,013Net Assets 2019: $428,6472019Assets 2020: $346,742Liabilities 2020: $3,526Net Assets 2020: $343,2162020Assets 2021: $388,311Liabilities 2021: $1,109Net Assets 2021: $387,2022021Assets 2022: $435,907Liabilities 2022: $2,447Net Assets 2022: $433,4602022Assets 2023: $483,858Liabilities 2023: $2,4482023Assets 2024: $570,254Liabilities 2024: $2,490Net Assets 2024: $567,7642024

Highlighted filing

2024

Assets$570,254
Liabilities$2,490
Net Assets$567,764

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $141,277Expenses 2010: $126,843Net Income 2010: $14,4342010Revenue 2011: $133,089Expenses 2011: $130,139Net Income 2011: $2,9502011Revenue 2012: $128,052Expenses 2012: $134,528Net Income 2012: -$6,4762012Revenue 2013: $126,235Expenses 2013: $135,339Net Income 2013: -$9,1042013Revenue 2014: $126,207Expenses 2014: $88,987Net Income 2014: $37,2202014Revenue 2015: $147,493Expenses 2015: $134,086Net Income 2015: $13,4072015Revenue 2016: $153,773Expenses 2016: $192,892Net Income 2016: -$39,1192016Revenue 2017: $154,658Expenses 2017: $115,856Net Income 2017: $38,8022017Revenue 2018: $159,150Expenses 2018: $111,589Net Income 2018: $47,5612018Revenue 2019: $165,968Expenses 2019: $108,511Net Income 2019: $57,4572019Revenue 2020: $98,915Expenses 2020: $184,346Net Income 2020: -$85,4312020Revenue 2021: $85,756Expenses 2021: $41,769Net Income 2021: $43,9872021Revenue 2022: $122,261Expenses 2022: $76,003Net Income 2022: $46,2582022Revenue 2023: $128,766Expenses 2023: $80,816Net Income 2023: $47,9502023Revenue 2024: $196,179Expenses 2024: $109,825Net Income 2024: $86,3542024

Highlighted filing

2024

Revenue$196,179
Expenses$109,825
Net Income$86,354

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.70$0.02$5.68$1.96$1.10$0.86
2023Summary only. Only limited summary data is available for this year.$4.84$0.02$1.29$0.81$0.48
2022Detailed filing. Detailed filing data is available for this year.$4.36$0.02$4.33$1.22$0.76$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.01$3.87$0.86$0.42$0.44
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.04$3.43$0.99$1.84$0.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.04$4.29$1.66$1.09$0.57
2018Detailed filing. Detailed filing data is available for this year.$3.75$0.04$3.71$1.59$1.12$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$3.24$1.55$1.16$0.39
2016Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$1.54$1.93$0.39
2015Summary only. Only limited summary data is available for this year.$3.25$0.01$1.47$1.34$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.01$3.11$1.26$0.89$0.37
2013Summary only. Only limited summary data is available for this year.$2.75$0.02$1.26$1.35$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.02$2.82$1.28$1.35$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.01$2.89$1.33$1.30$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.02$2.86$1.41$1.27$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$196,179
Mission and Program Overview

Mission

Service to medical center

The primary service activity is to provide University Medical Center with benefits in the form of equipment, furnishings, scholarships and volunteer service programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$224,401$340,264▲ $115,863
Cash and Non-Interest-Bearing Accounts$256,318$223,875▼ $32,443
Accounts Receivable$3,139$6,115▲ $2,976
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$483,858$570,254▲ $86,396
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,448$2,490▲ $42
Total Liabilities$2,448$2,490▲ $42
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$481,410$567,764▲ $86,354
Total Net Assets Fund Balance$481,410$567,764▲ $86,354
Total Liabilities and Net Assets / Fund Balance$483,858$570,254▲ $86,396

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$3,555$3,555
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ann SandersPresident
Bertie TreadawayPresident Elect
Jo ShiveVice President
Denise RodriqezDirector
Doris GrayDirector
Gale RichardsonDirector
Linda BlomeDirector
Marcia SkeenDirector
Martha MedleyDirector
Ann SandersHistorian
Karen EvansSecretary
Alice JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$613
Investment Income
$17,450
Other Revenue
$178,116
Change in Net Assets
$86,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,825
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
Advertising$30,000--$30,000
Fees for Services Accounting-$2,975-$2,975
Office Expenses-$1,145-$1,145
Other Expenses$19,019$725-$725
All Other Expenses-$435-$435
Total Functional Expenses$98,797$11,028$0$109,825
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
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
No
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

Treasurer reviews 990 along with elected officers

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
UMC Auxiliary
EIN
75-1602469
Phone
3256609277
Address
602 Indiana, Lubbock, TX 79403

Signing Officer

Name
Alice Jones
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
Gary Bowers & Company
Address
5235 79th Street, Lubbock, TX 79424
Preparer
Eric Miller
Phone
8067949955
Raw XML AppendixShowing 400 of 451 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/NoDonorRestrictionNetAssetsGrp/BOYAmt0481410
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0567764
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01145
IRS990/OfficeExpensesGrp/TotalAmt01145
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Goodwill & Promotional
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc2Meetings & Delagations
IRS990/OtherExpensesGrp/Desc3Gifts & Memorials
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05748
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1725
IRS990/OtherExpensesGrp/ProgramServicesAmt049778
IRS990/OtherExpensesGrp/ProgramServicesAmt119019
IRS990/OtherExpensesGrp/TotalAmt049778
IRS990/OtherExpensesGrp/TotalAmt119019
IRS990/OtherExpensesGrp/TotalAmt25748
IRS990/OtherExpensesGrp/TotalAmt3725
IRS990/OtherRevenueMiscGrp/Desc0Popcorn Sales
IRS990/OtherRevenueMiscGrp/Desc1Rents
IRS990/OtherRevenueMiscGrp/Desc2Vending Machine Commissions
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt044998
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt151518
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt273605
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt044998
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt151518
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt273605
IRS990/OtherRevenueTotalAmt0178116
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0613
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0613
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06870
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt080816
IRS990/PYOtherRevenueAmt0121896
IRS990/PYRevenuesLessExpensesAmt047950
IRS990/PYTotalExpensesAmt080816
IRS990/PYTotalRevenueAmt0128766
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt086354
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0224401
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0340264
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01312
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt013900
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt013900
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt013900
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt013900
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt013900
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt069500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017450
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06870
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01335
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01893
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03757
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0178116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0121674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0120776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt083719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt094975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0599260
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017450
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06870
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01335
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01893
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03757
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031305
IRS990ScheduleA/InvestmentIncomeCYPct00.04460
IRS990ScheduleA/InvestmentIncomePYPct00.02620
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95540
IRS990ScheduleA/PublicSupportPY509Pct00.97380
IRS990ScheduleA/PublicSupportTotal509Amt0670072
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0192629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0135796
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0134826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0109058
IRS990ScheduleA/Total509Grp/TotalAmt0670072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0210079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0142666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0136161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt099656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112815
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0701377
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03555
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03555
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer reviews 990 along with elected officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0483858
IRS990/TotalAssetsEOYAmt0570254
IRS990/TotalAssetsGrp/BOYAmt0483858
IRS990/TotalAssetsGrp/EOYAmt0570254
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011028
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098797
IRS990/TotalFunctionalExpensesGrp/TotalAmt0109825
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02448

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