Civic Intelligence

Texas Oncology Foundation Inc.

990 • Fiscal year 2018 • EIN 75-2705785

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2018

12221 Merit Dr Suite 500Dallas, TX 75251

(972) 490-2930

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.06x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$126,798

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

22nd percentile

-5.7%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-6.2%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,701,593

Down $103,032 (-5.7%) from 2017

Net Assets

Down

$1,666,147

Down $71,525 (-4.1%) from 2017

Liabilities

Down

$35,446

Down $31,507 (-47%) from 2017

Revenue

Down

$572,783

Down $38,015 (-6.2%) from 2017

Expenses

Up

$634,308

Up $115,599 (+22%) from 2017

Net Income

Down

-$61,525

Down $153,614 (-167%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,361,404Liabilities 2010: $0Net Assets 2010: $1,361,4042010Assets 2011: $1,398,061Liabilities 2011: $0Net Assets 2011: $1,398,0612011Assets 2012: $1,420,895Liabilities 2012: $0Net Assets 2012: $1,420,8952012Assets 2013: $1,533,824Liabilities 2013: $144Net Assets 2013: $1,533,6802013Assets 2014: $1,555,364Liabilities 2014: $25,049Net Assets 2014: $1,530,3152014Assets 2015: $1,617,785Liabilities 2015: $35,742Net Assets 2015: $1,582,0432015Assets 2016: $1,683,808Liabilities 2016: $38,225Net Assets 2016: $1,645,5832016Assets 2017: $1,804,625Liabilities 2017: $66,953Net Assets 2017: $1,737,6722017Assets 2018: $1,701,593Liabilities 2018: $35,446Net Assets 2018: $1,666,1472018Assets 2019: $1,726,020Liabilities 2019: $45,537Net Assets 2019: $1,680,4832019Assets 2020: $1,696,172Liabilities 2020: $51,875Net Assets 2020: $1,644,2972020Assets 2021: $2,137,196Liabilities 2021: $72,611Net Assets 2021: $2,064,5852021Assets 2022: $2,414,036Liabilities 2022: $22,848Net Assets 2022: $2,391,1882022Assets 2023: $2,711,305Liabilities 2023: $98,225Net Assets 2023: $2,613,0802023Assets 2024: $3,549,379Liabilities 2024: $138,959Net Assets 2024: $3,410,4202024

Highlighted filing

2018

Assets$1,701,593
Liabilities$35,446
Net Assets$1,666,147

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $11,3932010Revenue 2011: $56,577Expenses 2011: $19,920Net Income 2011: $36,6572011Expenses 2012: $16,3592012Revenue 2013: $252,662Expenses 2013: $139,877Net Income 2013: $112,7852013Revenue 2014: $243,921Expenses 2014: $247,471Net Income 2014: -$3,5502014Revenue 2015: $279,262Expenses 2015: $227,534Net Income 2015: $51,7282015Revenue 2016: $312,997Expenses 2016: $249,457Net Income 2016: $63,5402016Revenue 2017: $610,798Expenses 2017: $518,709Net Income 2017: $92,0892017Revenue 2018: $572,783Expenses 2018: $634,308Net Income 2018: -$61,5252018Revenue 2019: $736,946Expenses 2019: $722,610Net Income 2019: $14,3362019Revenue 2020: $527,029Expenses 2020: $563,215Net Income 2020: -$36,1862020Revenue 2021: $1,014,114Expenses 2021: $593,728Net Income 2021: $420,3862021Revenue 2022: $1,038,531Expenses 2022: $711,928Net Income 2022: $326,6032022Revenue 2023: $1,254,018Expenses 2023: $1,032,126Net Income 2023: $221,8922023Revenue 2024: $2,112,896Expenses 2024: $1,246,175Net Income 2024: $866,7212024

Highlighted filing

2018

Revenue$572,783
Expenses$634,308
Net Income-$61,525
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2018
Return Version
2018v3.1
Gross Receipts
$613,087
Mission and Program Overview

Mission

Texas oncology foundation is organized exclusively for religious, charitable, scientific, literary, and educational purposes, including, for the purpose of making distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code of 1986 and the regulations promulgated thereunder, as presently constituted and hereafter amended.

The organization intends to operate for the purpose of conducting cancer research, patient and community education and support, and financial assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,000,693$1,017,489▲ $16,796
Savings and Temporary Cash Investments$635,199$526,487▼ $108,712
Pledges and Grants Receivable$148,500$145,500▼ $3,000
Prepaid Expenses and Deferred Charges$16,726$12,117▼ $4,609
Land, Buildings, and Equipment, Net$3,507$0▼ $3,507
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,804,625$1,701,593▼ $103,032
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$66,953$35,446▼ $31,507
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$66,953$35,446▼ $31,507
Net Assets / Fund Balance
Temporarily Rstr Net Assets$853,574$825,343▼ $28,231
Unrestricted Net Assets$484,098$440,804▼ $43,294
Permanently Rstr Net Assets$400,000$400,000→ $0
Total Net Assets Fund Balance$1,737,672$1,666,147▼ $71,525
Total Liabilities and Net Assets / Fund Balance$1,804,625$1,701,593▼ $103,032

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$9,786$9,786
Equipment-$1,474$1,474

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$465,092---$465,092
2017$465,092---$465,092
2016$465,092---$465,092
2015$465,092---$465,092
2014$465,092---$465,092
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Natalie Q O'RoarkExecutive DirectorFT$100,965$25,833$126,798

Board Members and Trustees

NameTitle
John V Cox MDChairman
J Ernest SimsPresident
Lawrence Frase MdSecretary
R Steven Paulson MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$596,047
Program Service Revenue
$0
Investment Income
$17,040
Other Revenue
$-40,304
All Other Contributions
$513,585
Change in Net Assets
$-61,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$339,034
Salaries, Compensation, and Employee Benefits$191,856
Grants and Similar Amounts Paid$103,418
Total Fundraising Expense$40,960
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$50,204$45,915$30,123$126,242
Grants to Domestic Orgs$78,150--$78,150
Other Salaries and Wages$54,000--$54,000
Information Technology$42$27,531$3,104$30,677
Travel$11,857$13,615-$25,472
Grants to Domestic Individuals$25,268--$25,268
Fees for Services Other$11,473$4,589$6,884$22,946
Fees for Services Accounting-$22,305-$22,305
Advertising$15,142$3,881-$19,023
Payroll Taxes-$11,614-$11,614
Office Expenses$2,333$5,293$24$7,650
All Other Expenses$1,144$3,358$399$4,901
Depreciation Depletion-$3,508-$3,508
Other Expenses$245$1,616$426$2,287
Occupancy$745$940-$1,685
Insurance-$1,542-$1,542
Interest-$555-$555
Total Functional Expenses$440,443$152,905$40,960$634,308
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
LEUKEMia TeXasIrving, TX501(c)(3)patient support$78,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$40,304
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dallas Golf$48,484-$31,409-
Longview Run$30,290-$8,895-
Total Events$82,462-$40,304$-40,304
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Texas Oncology Foundation Inc
EIN
75-2705785
In Care Of
% J ERNEST SIMS
Phone
9724902930
Address
12221 MERIT DR SUITE 500, DALLAS, TX 75251

Signing Officer

Name
J Ernest Sims
Title
President
Phone
9724902930
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Ernest Sims
Formed
1997
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
250

Preparer

Firm
Bruce E Bernstien & Associates
Address
10440 N CENTRAL EXPRESSWAY STE 1040, DALLAS, TX 75231
Preparer
Bruce E Bernstien
Phone
2147060840
Supplemental Narrative

Additional Explanations

Business Relationship

form 990, part vi, line 2: three of the four directors are employed by Texas Oncology PA.

Contemporaneous Documentation of Meetings

form 990, part vi, line 8b: There are no committees with authority to act on behalf of the governing body.

Review Process

form 990, part vi, line 11b: The 990 is distributed to all board members by email and a meeting or a conference call is held to review the 990 prior to filing.

Conflict of Interest Policy Enforcement and Monitoring

form 990, part vi, line 12C: conflict of interest policy adopted in 2009 requires annual disclosure. Policy adopted in 2009 requires monitoring and annual reporting. Board considers all significant transactions. No known previous transactions involved conflicted parties. The Board considers all significant transactions and each Board member is aware of the conflict of interest policy.

Public Disclousre

form 990, part vi, line 19: THE DOCUMENTS ARE Available upon request.

Executive compensation

Form 990, Part Vi, line 15: THE BOARD will REVIEW THE CURRENT COMPENSATION COMPARED TO LIKE ENTITIES AND MAKES RECOMMENDATIONS FOR CHANGES IN COMPENSATION.

Financial Statement Notes

Form 990, Schedule D, Part V, Line 4

INTENDED USE FOR ENDOWMENT FUND the purpose of the fund is for research and the Hamilton Endowment was established from a will.

Raw XML AppendixShowing 400 of 527 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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01737672
IRS990/NetAssetsOrFundBalancesEOYAmt01666147
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-40304
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-40304
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0940
IRS990/OccupancyGrp/ProgramServicesAmt0745
IRS990/OccupancyGrp/TotalAmt01685
IRS990/OfficeExpensesGrp/FundraisingAmt024
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05293
IRS990/OfficeExpensesGrp/ProgramServicesAmt02333
IRS990/OfficeExpensesGrp/TotalAmt07650
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SYMPOSIUM EXPENSES
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS EXPENSES
IRS990/OtherExpensesGrp/Desc2SUPPORT / SURVIVORSHIP
IRS990/OtherExpensesGrp/Desc3BANKING FEE/CREDIT CARD
IRS990/OtherExpensesGrp/FundraisingAmt0426
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06643
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11616
IRS990/OtherExpensesGrp/ProgramServicesAmt0179816
IRS990/OtherExpensesGrp/ProgramServicesAmt16928
IRS990/OtherExpensesGrp/ProgramServicesAmt23096
IRS990/OtherExpensesGrp/ProgramServicesAmt3245
IRS990/OtherExpensesGrp/TotalAmt0186459
IRS990/OtherExpensesGrp/TotalAmt16928
IRS990/OtherExpensesGrp/TotalAmt23096
IRS990/OtherExpensesGrp/TotalAmt32287
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt054000
IRS990/OtherSalariesAndWagesGrp/TotalAmt054000
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011614
IRS990/PayrollTaxesGrp/TotalAmt011614
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0400000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0400000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0148500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0145500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016726
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012117
IRS990/PrincipalOfficerNm0J ERNEST SIMS
IRS990/PriorPeriodAdjustmentsAmt0-10000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Symposiums: The Survive & Thrive Symposiums exists to bring together cancer survivors, loved ones, caregivers and healthcare providers to create a dialogue around the survivorship experience. We bring in national and regional experts to discuss a variety of topics that touch all involved in the cancer journey. This is typically a day long program designed to allow attendees to not only grow their understanding in these survivorship areas through lecture/discussion but also through experiences. We have held 8 symposiums since 2016. Nearly 1,400 people have been reached through the Survive & Thrive Symposiums!
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0179816
IRS990/ProgSrvcAccomActy3Grp/Desc0Disaster Relief: The disaster relief fund was established to help Hurricane Harvey victims with short-term financial assistance. The Foundation awards one-time grants up to $5,000. If additional needs are identified, additional assistance is available. 21 applicants have been approved since 2017. Hurricane Harvey victims with short-term financial assistance. The Foundation awards one-time grants up to $5,000. If additional needs are identified, additional assistance is available. 21 applicants have been approved since 2017.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0663742
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0173331
IRS990/PYInvestmentIncomeAmt07136
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0202939
IRS990/PYOtherRevenueAmt0-60080
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt092089
IRS990/PYSalariesCompEmpBnftPaidAmt0142439
IRS990/PYTotalExpensesAmt0518709
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0610798
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-61525
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0635199
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0526487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0596047
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0663742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0320572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0196679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0192976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01970016
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02314
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt028747
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01883
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81346
IRS990ScheduleA/PublicSupportPY170Pct00.76937
IRS990ScheduleA/PublicSupportTotal170Amt01625905
IRS990ScheduleA/SubstantialContributorsTotAmt0344111
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0596047
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0663742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0320572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0196679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0192976
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01970016
IRS990ScheduleA/TotalSupportAmt01998763
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0465092
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0465092
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0465092
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0465092
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0465092
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0465092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0465092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0465092
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0465092
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0465092
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01474
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01474
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09786
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09786
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.86000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INTENDED USE FOR ENDOWMENT FUND the purpose of the fund is for research and the Hamilton Endowment was established from a will.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.14000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt082462
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt048484
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt030290
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt03688
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040304
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dallas Golf
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Longview Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082462
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-40304
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040304
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031409
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08895
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt18253
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt212016

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.14$3.41$2.11$1.25$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.10$2.61$1.25$1.03$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.02$2.39$1.04$0.71$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.07$2.06$1.01$0.59$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.05$1.64$0.53$0.56$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.05$1.68$0.74$0.72$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.04$1.67$0.57$0.63$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.07$1.74$0.61$0.52$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.04$1.65$0.31$0.25$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.04$1.58$0.28$0.23$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.03$1.53$0.24$0.25$0.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.25$0.14$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.02
2011Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.06$0.02$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.01