Civic Intelligence

Carrell Clinic Foundation

EIN 82-3046815 • 501(c)3 • Dallas, TX

Profile

To support research, education, patient advocacy and charitable healthcare in orthopedics and muscoskeletal medicine.

9301 N Central Expy Tower 1 Ste 500Dallas, TX 75231

www.carrellclinicfoundation.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$237,776

Down $36,495 (-13%) from 2023

Liabilities

Down

$0

Down $430 (-100%) from 2023

Net Assets

Down

$237,776

Down $36,065 (-13%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin29th percentile

Revenue

Up

$299,267

Up $217,124 (+264%) from 2023

Expenses

Down

$335,337

Down $39,431 (-11%) from 2023

Net Income

Up

-$36,070

Up $256,555 (+88%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2017: $11,773Liabilities 2017: $0Net Assets 2017: $11,7732017Assets 2018: $71,064Liabilities 2018: $0Net Assets 2018: $71,0642018Assets 2019: $118,489Liabilities 2019: $0Net Assets 2019: $118,4892019Assets 2020: $238,126Liabilities 2020: $0Net Assets 2020: $238,1262020Assets 2021: $707,736Liabilities 2021: $0Net Assets 2021: $707,7362021Assets 2022: $566,906Liabilities 2022: $440Net Assets 2022: $566,4662022Assets 2023: $274,271Liabilities 2023: $430Net Assets 2023: $273,8412023Assets 2024: $237,776Liabilities 2024: $0Net Assets 2024: $237,7762024

Highlighted filing

2024

Assets$237,776
Liabilities$0
Net Assets$237,776
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2017: $15,000Expenses 2017: $3,227Net Income 2017: $11,7732017Revenue 2018: $81,400Expenses 2018: $22,109Net Income 2018: $59,2912018Revenue 2019: $73,706Expenses 2019: $26,256Net Income 2019: $47,4502019Revenue 2020: $170,097Expenses 2020: $50,460Net Income 2020: $119,6372020Revenue 2021: $520,301Expenses 2021: $50,691Net Income 2021: $469,6102021Revenue 2022: $125,720Expenses 2022: $266,990Net Income 2022: -$141,2702022Revenue 2023: $82,143Expenses 2023: $374,768Net Income 2023: -$292,6252023Revenue 2024: $299,267Expenses 2024: $335,337Net Income 2024: -$36,0702024

Highlighted filing

2024

Revenue$299,267
Expenses$335,337
Net Income-$36,070
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$237,776
Liabilities
$0
Net assets
$237,776
Revenue
$299,267
Expenses
$335,337
Net income
-$36,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$2.99$3.35$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.82$3.75$2.93
2022Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.66$1.26$2.67$1.41
2021Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$5.20$0.51$4.70
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$1.70$0.50$1.20
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.74$0.26$0.47
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.81$0.22$0.59
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.15$0.03$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.0
Gross Receipts
$299,267
Mission and Program Overview

Mission

To support research, education, patient advocacy and charitable healthcare in orthopedics and muscoskeletal medicine.

To support research, education, patient advocacy and charitable healtchare in orthopedics and muscoskeletal medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$221,910$182,607▼ $39,303
Savings and Temporary Cash Investments$52,366$55,169▲ $2,803
Total Assets$274,276$237,776▼ $36,500
Liabilities
Other Liabilities$430--
Total Liabilities$430$0▼ $430
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$251,366$215,296▼ $36,070
Net Assets With Donor Restrictions$22,480$22,480→ $0
Total Net Assets Fund Balance$273,846$237,776▼ $36,070
Total Liabilities and Net Assets / Fund Balance$274,276$237,776▼ $36,500
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Daniel CooperPresident
David EwaltDirector
Kurt KitzigerDirector
Lori TurpinDirector
Ray LawsonDirector
Paul C PetersTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$296,464
Program Service Revenue
$0
Investment Income
$2,803
Other Revenue
$0
All Other Contributions
$296,464
Change in Net Assets
$-36,070
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$154,160
Grants and Similar Amounts Paid$142,878
Salaries, Compensation, and Employee Benefits$38,299
Total Fundraising Expense$18,596
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$142,878--$142,878
Advertising$99,173$6,198$18,596$123,967
Other Salaries and Wages$17,789$17,788-$35,577
Office Expenses-$4,799-$4,799
Payroll Taxes$1,361$1,361-$2,722
Other Expenses-$860-$860
All Other Expenses-$335-$335
Total Functional Expenses$261,201$55,540$18,596$335,337
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The foundation circulates a copy of form 990 to board members prior to filing. The board reviews and approves the 990 prior to final submission.”

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

“The foundation policy for conflict of interest is reviewed with board members on an annual basis. Conflict of interest is also reviewed during the foundations periodic review process.”

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

“The officers of the carrell clinic foundation do not receive compensation from the foundation.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Carrell Clinic Foundation
EIN
82-3046815
Phone
2147124200
Address
9301 N CENTRAL EXPY TOWER 1 STE 500, DALLAS, TX 75231

Signing Officer

Name
Daniel Cooper
Title
President
Phone
2147124200
Signed
2025-10-28

Organization Details

Principal Officer
Daniel Cooper
Formed
2017
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
1

Preparer

Firm
Rhodes Osiek Patyk & Company Llp
Address
2170 W INTERSTATE 20, ARLINGTON, TX 76017
Preparer
Michael Patyk
Phone
8172741700
Supplemental Narrative

Additional Explanations

Form 990

“The carrell clinic foundation was established in 2017 to support research, education, patient advocacy, and charitable healthcare in orthopedics and muscoskeletal medicine.”

Form 990, Page 2, Part III, Line 4D

“Development and promotion of carrell clinic foundation.”

Raw XML Appendix323 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD EVALUATES OPPORTUNITIES TO SUPPORT RESEARCH, EDUCATION, PATIENT ADVOCACY, AND CHARITABLE HEALTHCARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE. THE FOUNDATIONS GUIDELINES FOR CHARITABLE HEALTHCARE ASSISTANCE ARE OUTLINED ON THE FOUNDATION WEBSITE FOR THE PUBLIC TO SEE. IN SUMMARY, FINANCIAL ASSISTANCE IS BASED ON CLASSIFICATION AS FINANCIALLY INDIGENT OR MEDICALLY INDIGENT. ON A YEARLY BASIS, THE FOUNDATION REVIEW THE GUIDELINES AND PARAMETERS FOR FINANCIALLY INDIGENT AND MEDICALLY INDIGENT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CARRELL CLINIC FOUNDATION WAS ESTABLISHED IN 2017 TO SUPPORT RESEARCH, EDUCATION, PATIENT ADVOCACY, AND CHARITABLE HEALTHCARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEVELOPMENT AND PROMOTION OF CARRELL CLINIC FOUNDATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OFFICERS OF THE CARRELL CLINIC FOUNDATION DO NOT RECEIVE COMPENSATION FROM THE FOUNDATION.
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0274276
IRS990/TotalAssetsEOYAmt0237776
IRS990/TotalAssetsGrp/BOYAmt0274276
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0296464
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018596
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055540
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0261201
IRS990/TotalFunctionalExpensesGrp/TotalAmt0335337
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0430
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0430
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0273846
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0237776
IRS990/TotalOtherProgSrvcExpenseAmt0118323
IRS990/TotalProgramServiceExpensesAmt0261201
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02803
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0299267
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0274276
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0237776
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09301 N CENTRAL EXPY TOWER 1 STE 500
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075231
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.CARRELLCLINICFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02147124200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARRELL CLINIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0823046815
ReturnHeader/Filer/PhoneNum02147124200
ReturnHeader/Filer/USAddress/AddressLine1Txt09301 N CENTRAL EXPY TOWER 1 STE 500
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075231
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752912970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RHODES OSIEK PATYK & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02170 W INTERSTATE 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076017
ReturnHeader/PreparerPersonGrp/PhoneNum08172741700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PATYK
ReturnHeader/ReturnTs02025-11-05T11:25:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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