Civic Intelligence

North Texas Physicians' Educational Foundation

EIN 75-2822638 • 501(c)3 • Plano, TX

Profile

To provide academic recognition and/or scholarships to students in collin county and fannincounty, texas, who have expressed an interest in pursuing a health careprofession.

2701 W 15th Street 501Plano, TX 75075

collinfannincms.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

85th percentile

45%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

9900%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$28,805

Up $8,982 (+45%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$28,805

No earlier filing loaded for comparison.

Revenue

Up

$10,000

Up $9,900 (+9900%) from 2023

Expenses

Up

$1,018

Up $1,018 from 2023

Net Income

Up

$8,982

Up $8,882 (+8882%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $0Liabilities 2011: $02011Assets 2015: $98,064Liabilities 2015: $02015Assets 2016: $98,408Liabilities 2016: $02016Assets 2017: $98,753Liabilities 2017: $02017Assets 2018: $99,285Liabilities 2018: $02018Assets 2019: $99,882Liabilities 2019: $0Net Assets 2019: $99,8822019Assets 2020: $100,421Liabilities 2020: $0Net Assets 2020: $100,4212020Assets 2021: $100,773Liabilities 2021: $02021Assets 2022: $19,723Liabilities 2022: $0Net Assets 2022: $19,7232022Assets 2023: $19,823Liabilities 2023: $02023Assets 2024: $28,805Liabilities 2024: $0Net Assets 2024: $28,8052024

Highlighted filing

2024

Assets$28,805
Liabilities$0
Net Assets$28,805

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $0Expenses 2011: $149,304Net Income 2011: -$149,3042011Revenue 2015: $343Expenses 2015: $0Net Income 2015: $3432015Revenue 2016: $344Expenses 2016: $0Net Income 2016: $3442016Revenue 2017: $345Expenses 2017: $0Net Income 2017: $3452017Revenue 2018: $532Expenses 2018: $0Net Income 2018: $5322018Revenue 2019: $597Expenses 2019: $0Net Income 2019: $5972019Revenue 2020: $539Expenses 2020: $0Net Income 2020: $5392020Revenue 2021: $352Expenses 2021: $0Net Income 2021: $3522021Revenue 2022: $100Expenses 2022: $0Net Income 2022: $1002022Revenue 2023: $100Expenses 2023: $0Net Income 2023: $1002023Revenue 2024: $10,000Expenses 2024: $1,018Net Income 2024: $8,9822024

Highlighted filing

2024

Revenue$10,000
Expenses$1,018
Net Income$8,982

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$100
Mission and Program Overview

Mission

To provide academic recognition and/or scholarships to students in collin county and fannin county, texas, who have expressed an interest in pursuing a health care profession.

To provide academic recognition and/or scholarships to students in collin county and fannincounty, texas, who have expressed an interest in pursuing a health careprofession.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ACADEMIC RECOGNITION AND/OR SCHOLARSHIPS TOSTUDENTS IN COLLIN COUNTY AND FANNIN COUNTY, TEXAS, WHOHAVE EXPRESSED AN INTEREST IN PURSUING A HEALTH CAREPROFESSION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERINE RENO MDImmediate Past President-$0--
TIMOTHY CHAPPELL MDBoard Of Censors-$0--
CHI-HWA YEH MDBoard Of Censors-$0--
MARIAN STEININGER MDBoard Of Censors-$0--
SEJAL MEHTA MDPresident-$0--
DJ VERRET MDPresident-Elect-$0--
NEHA DHUDSHIA MDVice President-$0--
MARLENE DIAZ MDSecretary-$0--
AIMEE GARZA MDTreasurer-$0--
SAM BARBEEExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
NORTH TEXAS PHYSICIANS' EDUCATIONAL
EIN
75-2822638
Phone
5736904538
Address
2701 W 15TH STREET 501, PLANO, TX 75075

Signing Officer

Name
Sam Barbee
Title
Executive Director
Phone
5736904538
Signed
2023-11-13
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior return recorded incorrect cash and fund balance.. Amount: -81,150.

Raw XML Appendix182 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SAM BARBEE
IRS990EZ/BooksInCareOfDetail/PhoneNum05736904538
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02701 W 15TH STREET SUITE 501
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019723
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100773
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019723
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERINE RENO MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY CHAPPELL MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHI-HWA YEH MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIAN STEININGER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SEJAL MEHTA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DJ VERRET MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NEHA DHUDSHIA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARLENE DIAZ MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AIMEE GARZA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SAM BARBEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD OF CENSORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD OF CENSORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD OF CENSORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-81150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ACADEMIC RECOGNITION AND/OR SCHOLARSHIPS TO STUDENTS IN COLLIN COUNTY AND FANNINCOUNTY, TEXAS, WHO HAVE EXPRESSED AN INTEREST IN PURSUING A HEALTH CAREPROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ACADEMIC RECOGNITION AND/OR SCHOLARSHIPS TOSTUDENTS IN COLLIN COUNTY AND FANNIN COUNTY, TEXAS, WHOHAVE EXPRESSED AN INTEREST IN PURSUING A HEALTH CAREPROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0100
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://COLLINFANNINCMS.ORG
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/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DETERMINATION OF QUALIFYING ORGANIZATION: THE NORTH TEXAS PHYSICIANS' EDUCATIONAL FOUNDATION IS A SUPPORTING ORGANIZATION FOR THE COLLIN-FANNIN COUNTY MEDICAL SOCIETY WITHIN THE MEANING OF THE INTERNAL REVENUE CODE SCTIONS 170(C), 501(C)(3), 509(A)(3), AND 2055(A). AS SUCH, THE COLLIN-FANNIN COUNTY MEDICAL SOCIETY PERIODICALLY REVIEWS ITS FUNDING SOURCES FOR CLASSIFICATION PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(2). THE DETERMINATION FOR INTERNAL REVENUE CODE SECTION 509(A)(2) WAS MOST RECENTLY MADE FOR TAX YEAR 2018
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ENSURING USE OF SUPPORT: THE NORTH TEXAS PHYSICIANS' EDUCATIONAL FOUNDATION IS ORGANIZED EXCLUSIVELY TO SUPPORT AND CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE COLLIN-FANNIN COUNTY MEDICAL SOCIETY. COMMON BOARD MEMBERSHIP ENSURES THE OBJECTIVES OF THE ORGANIZATION ARE ADHERED TO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0752338118
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COLLIN-FANNIN COUNTY MEDICAL SOCIETY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PRIOR RETURN RECORDED INCORRECT CASH AND FUND BALANCE.. AMOUNT: -81,150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM BARBEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05736904538
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH TEXAS PHYSICIANS' EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0752822638
ReturnHeader/Filer/PhoneNum05736904538
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 W 15TH STREET 501
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075075
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-13T14:32:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARBEE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits