Civic Intelligence

UMC Foundation

990 • Fiscal year 2023 • EIN 75-1639312

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 26, 2024

Organization ProfileWWW.UMCHEALTHSYSTEM.COM
PO Box 5980Lubbock, TX 79408

(806) 775-8250

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.10x

Higher debt load relative to assets than 32% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.74x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

31st percentile

$254,739

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

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

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$50,985,386

Up $4,878,875 (+11%) from 2022

Net Assets

Up

$45,721,834

Up $3,501,090 (+8.3%) from 2022

Liabilities

Up

$5,263,552

Up $1,377,785 (+35%) from 2022

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin88th percentile

Revenue

Down

$7,138,731

Down $14,067,514 (-66%) from 2022

Expenses

Down

$4,466,762

Down $2,037,209 (-31%) from 2022

Net Income

Down

$2,671,969

Down $12,030,305 (-82%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$60M$40M$20M$0Assets 2011: $12,946,841Liabilities 2011: $51,191Net Assets 2011: $12,895,6502011Assets 2012: $15,604,695Liabilities 2012: $356,259Net Assets 2012: $15,248,4362012Assets 2013: $16,812,489Liabilities 2013: $214,182Net Assets 2013: $16,598,3072013Assets 2014: $19,531,074Liabilities 2014: $169,136Net Assets 2014: $19,361,9382014Assets 2015: $20,299,374Liabilities 2015: $1,283,145Net Assets 2015: $19,016,2292015Assets 2016: $20,029,510Liabilities 2016: $1,669,437Net Assets 2016: $18,360,0732016Assets 2017: $21,531,354Liabilities 2017: $1,404,651Net Assets 2017: $20,126,7032017Assets 2018: $20,137,699Liabilities 2018: $117,817Net Assets 2018: $20,019,8822018Assets 2019: $24,324,061Liabilities 2019: $70,449Net Assets 2019: $24,253,6122019Assets 2020: $26,571,377Liabilities 2020: $2,267,911Net Assets 2020: $24,303,4662020Assets 2021: $29,720,673Liabilities 2021: $442,886Net Assets 2021: $29,277,7872021Assets 2022: $46,106,511Liabilities 2022: $3,885,767Net Assets 2022: $42,220,7442022Assets 2023: $50,985,386Liabilities 2023: $5,263,552Net Assets 2023: $45,721,8342023Assets 2024: $55,366,779Liabilities 2024: $7,384,869Net Assets 2024: $47,981,9102024

Highlighted filing

2023

Assets$50,985,386
Liabilities$5,263,552
Net Assets$45,721,834
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $3,260,372Expenses 2011: $967,874Net Income 2011: $2,292,4982011Revenue 2012: $6,119,366Expenses 2012: $4,021,317Net Income 2012: $2,098,0492012Revenue 2013: $4,040,773Expenses 2013: $3,233,323Net Income 2013: $807,4502013Revenue 2014: $7,149,806Expenses 2014: $4,142,418Net Income 2014: $3,007,3882014Revenue 2015: $4,137,102Expenses 2015: $4,128,587Net Income 2015: $8,5152015Revenue 2016: $4,515,198Expenses 2016: $5,088,902Net Income 2016: -$573,7042016Revenue 2017: $3,268,182Expenses 2017: $2,323,229Net Income 2017: $944,9532017Revenue 2018: $4,078,230Expenses 2018: $3,412,292Net Income 2018: $665,9382018Revenue 2019: $4,564,057Expenses 2019: $1,688,355Net Income 2019: $2,875,7022019Revenue 2020: $3,496,393Expenses 2020: $4,057,866Net Income 2020: -$561,4732020Revenue 2021: $5,361,069Expenses 2021: $1,847,640Net Income 2021: $3,513,4292021Revenue 2022: $21,206,245Expenses 2022: $6,503,971Net Income 2022: $14,702,2742022Revenue 2023: $7,138,731Expenses 2023: $4,466,762Net Income 2023: $2,671,9692023Revenue 2024: $6,968,969Expenses 2024: $5,377,048Net Income 2024: $1,591,9212024

Highlighted filing

2023

Revenue$7,138,731
Expenses$4,466,762
Net Income$2,671,969
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 26, 2024
Return Version
2023v5.0
Gross Receipts
$7,138,731
Mission and Program Overview

Mission

To assist in the operation of lubbock county hospital district dba university medical center

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$15,829,907$22,355,151▲ $6,525,244
Investments in Publicly Traded Securities$12,587,761$13,432,959▲ $845,198
Pledges and Grants Receivable$15,945,039$13,405,875▼ $2,539,164
Investments Other Securities$1,470,251$1,738,185▲ $267,934
Prepaid Expenses and Deferred Charges$11,714$30,081▲ $18,367
Accounts Receivable$1,500--
Total Assets$46,106,511$50,985,386▲ $4,878,875
Other Assets Total$260,339$23,135▼ $237,204
Liabilities
Accounts Payable and Accrued Expenses$3,885,767$5,263,552▲ $1,377,785
Total Liabilities$3,885,767$5,263,552▲ $1,377,785
Net Assets / Fund Balance
Net Assets With Donor Restrictions$37,852,047$41,544,060▲ $3,692,013
Net Assets Without Donor Restrictions$4,368,697$4,177,774▼ $190,923
Total Net Assets Fund Balance$42,220,744$45,721,834▲ $3,501,090
Total Liabilities and Net Assets / Fund Balance$46,106,511$50,985,386▲ $4,878,875

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$12,587,760$76,101▲ $1,183,162$366,111$13,432,958
2022$14,278,005$16,288▼ $1,444,610$310,302$12,587,760
2021$12,911,628$35,104▲ $1,760,438$378,717$14,278,005
2020$12,153,689$291,979▲ $879,975$371,559$12,911,628
2019$10,115,417$789,233▲ $1,647,789$357,895$12,153,689
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Gary GreenstreetBom Chair
Eric PittmanChair
Stacey Morris-potterChair-elect
Amanda MeadDirector
Betsy JonesDirector
Cory NewsomDirector
Dave MarcinkowskiDirector
Gurdev Gill MdDirector
Jennifer DeverDirector
Kandy AdamsDirector
Kendall HowardDirector
Kyle FanninDirector
Mark FunderburkDirector
Mark ThompsonDirector
Michael Mcpherson MdDirector
Ronald Cook DoDirector
Ross RushingDirector
Noe VallesSecretary
Jeff DaneTreasurer
Britt PharrisVP & CPO
Revenue and Support

Revenue Composition

Contributions and Grants
$6,037,606
Program Service Revenue
$0
Investment Income
$1,101,125
Other Revenue
$0
All Other Contributions
$6,037,606
Change in Net Assets
$2,671,969

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$48,692
Total Noncash Contributions1$48,692

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,138,731
Revenue Not Reported on Form 990
$829,121
Total Revenue per Audited Statements
$7,967,852
Total Revenue per Form 990
$7,138,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,308,715
Other Expenses$1,158,047
Total Fundraising Expense$1,005,048
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,001,486--$3,001,486
Advertising--$972,430$972,430
Grants to Domestic Individuals$307,229--$307,229
Fees for Services Other$48,478$12,770$32,618$93,866
Fees for Service Investment Mgmnt Fees-$47,954-$47,954
Occupancy$24,744--$24,744
Other Expenses-$19,053-$19,053
Total Functional Expenses$3,381,937$79,777$1,005,048$4,466,762

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,466,762
Total Expenses per Audited Statements$4,466,762
Total Expenses per Form 990$4,466,762
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lubbock County Hospital DistrLubbock, TX--$3,001,486
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
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
Yes
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, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the executive director of the foundation and by the cfo of umc health system”

Form 990, Page 6, Part VI, Line 12C

“A conflict of interest statement is signed by each board director. Disbursements and other transactions are analyzed for potential conflicts of interest.”

Form 990, Page 6, Part VI, Line 15A

“The executive director is evaluated annually, and his/her salary is period ically compared to national and regional averages for persons in comparabl e positions.”

Form 990, Page 6, Part VI, Line 19

“Through our open records request protocol.”

Filing and Contact Details

Filer

Filer Name
Umc Foundation
EIN
75-1639312
Phone
8067758250
Address
PO BOX 5980, LUBBOCK, TX 79408

Signing Officer

Name
Jeff Dane
Title
Treasurer
Phone
8067758250
Signed
2024-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Dane
Formed
1979
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
10

Preparer

Firm
Rbms Llp
Address
9816 SLIDE RD STE 301, LUBBOCK, TX 79424-7672
Preparer
John Seright
Phone
8067443333
Raw XML AppendixShowing 400 of 550 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/TitleTxt13DIRECTOR
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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
$50,985,386
Liabilities
$5,263,552
Net assets
$45,721,834
Revenue
$7,138,731
Expenses
$4,466,762
Net income
$2,671,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.4$7.38$48.0$6.97$5.38$1.59
2023Detailed filing. Detailed filing data is available for this year.$51.0$5.26$45.7$7.14$4.47$2.67
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.1$3.89$42.2$21.2$6.50$14.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$0.44$29.3$5.36$1.85$3.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$2.27$24.3$3.50$4.06$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$0.07$24.3$4.56$1.69$2.88
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$0.12$20.0$4.08$3.41$0.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$1.40$20.1$3.27$2.32$0.94
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$1.67$18.4$4.52$5.09$0.57
2015Detailed filing. Detailed filing data is available for this year.$20.3$1.28$19.0$4.14$4.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$19.5$0.17$19.4$7.15$4.14$3.01
2013Detailed filing. Detailed filing data is available for this year.$16.8$0.21$16.6$4.04$3.23$0.81
2012Summary only. Only limited summary data is available for this year.$15.6$0.36$15.2$6.12$4.02$2.10
2011Summary only. Only limited summary data is available for this year.$12.9$0.05$12.9$3.26$0.97$2.29