Civic Intelligence

Carrell Clinic Foundation

990 • Fiscal year 2017 • EIN 82-3046815

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 05, 2018

Organization ProfileWWW.CARRELLCLINICFOUNDATION.ORG
9301 N Central Expy Tower 1 Ste 500Dallas, TX 75231

(817) 274-1700

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

$11,773

No earlier filing loaded for comparison.

Net Assets

$11,773

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

$15,000

No earlier filing loaded for comparison.

Expenses

$3,227

No earlier filing loaded for comparison.

Net Income

$11,773

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$11,773
Liabilities$0
Net Assets$11,773
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$15,000
Expenses$3,227
Net Income$11,773
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 5, 2018
Return Version
2017v2.3
Gross Receipts
$15,000
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$11,773-
Total Assets$0$11,773▲ $11,773
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets-$11,773-
Total Net Assets Fund Balance$0$11,773▲ $11,773
Total Liabilities and Net Assets / Fund Balance$0$11,773▲ $11,773
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
-Director
Paul C PetersDirector
Peter R CarterDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$15,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$15,000
Change in Net Assets
$11,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,227
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
Insurance-$2,350-$2,350
Fees for Services Legal-$877-$877
Total Functional Expenses$0$3,227$0$3,227
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
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, Page 6, Part VI, Line 11B

“Organization reviews form 990 with external cpa firm”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

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

Signing Officer

Name
Daniel E Cooper
Title
Director
Signed
2018-09-05
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
17
Employees
0

Preparer

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

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,773
Liabilities
$0
Net assets
$11,773
Revenue
$15,000
Expenses
$3,227
Net income
$11,773
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