Civic Intelligence

Carrell Clinic Foundation

990 • Fiscal year 2019 • EIN 82-3046815

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 02, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

87th percentile

67%

Faster asset growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.5%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$118,489

Up $47,425 (+67%) from 2018

Net Assets

Up

$118,489

Up $47,425 (+67%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Down

$73,706

Down $7,694 (-9.5%) from 2018

Expenses

Up

$26,256

Up $4,147 (+19%) from 2018

Net Income

Down

$47,450

Down $11,841 (-20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2019

Assets$118,489
Liabilities$0
Net Assets$118,489
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

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

2019

Revenue$73,706
Expenses$26,256
Net Income$47,450
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 2, 2020
Return Version
2019v5.0
Gross Receipts
$73,706
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$71,064$118,489▲ $47,425
Total Assets$71,064$118,489▲ $47,425
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$71,064$118,489▲ $47,425
Total Net Assets Fund Balance$71,064$118,489▲ $47,425
Total Liabilities and Net Assets / Fund Balance$71,064$118,489▲ $47,425
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Paul C PetersPresident
David EwaltDirector
Lori TurpinDirector
Ray LawsonDirector
-Treasurer /
Revenue and Support

Revenue Composition

Contributions and Grants
$73,706
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$73,706
Change in Net Assets
$47,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,308
Other Expenses$2,948
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$13,308--$13,308
Grants to Domestic Orgs$10,000--$10,000
Office Expenses-$1,433-$1,433
Advertising-$1,100-$1,100
Fees for Services Other-$415-$415
Total Functional Expenses$23,308$2,948$0$26,256
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vanderbilt University Medical CenteNashville, TN501(c)-$10,000
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 4

“The carrell clinic foundation updated the criteria used to evaluate patients for charity care assistance. The criteria has been updated to allow assistance with high out of pocket healthcare copayments for those who meet the foundation's need criteria (200% of the federal poverty level) and have demonstrated clear financial need and inability to fund their copayment obligations.”

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
Address
9301 N CENTRAL EXPY TOWER 1 STE 500, DALLAS, TX 75231

Signing Officer

Name
Daniel E Cooper
Title
President
Signed
2020-02-02
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

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.”

Raw XML Appendix298 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/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION COMMITTED TO A 3 YEAR, 10,000 A YEAR, RESEARCH GRANT TO THE VANDERBILT UNIVERSITY MEDICAL CENTER IN SUPPPORT OF THE MARS STUDY. THE MARS STUDY WILL RESEARCH LONG TERM OUTCOMES IN REVISION ANTERIOR CRUCIATE LIGAMENT KNEE SURGERY. THE STUDY WAS THE RECIPIENT OF THE 2019 KAPPA DELTA AWARD WHICH IS GIVEN BY THE AAOS FOR THE BEST RESEARCH IN ORTHOPEDIC SURGERY.
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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 REVIEWS 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/ExplanationTxt1THE CARRELL CLINIC FOUNDATION UPDATED THE CRITERIA USED TO EVALUATE PATIENTS FOR CHARITY CARE ASSISTANCE. THE CRITERIA HAS BEEN UPDATED TO ALLOW ASSISTANCE WITH HIGH OUT OF POCKET HEALTHCARE COPAYMENTS FOR THOSE WHO MEET THE FOUNDATION'S NEED CRITERIA (200% OF THE FEDERAL POVERTY LEVEL) AND HAVE DEMONSTRATED CLEAR FINANCIAL NEED AND INABILITY TO FUND THEIR COPAYMENT OBLIGATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION CIRCULATES A COPY OF FORM 990 TO BOARD MEMBERS PRIOR TO FILING. THE BOARD REVIEWS AND APPROVES THE 990 PRIOR TO FINAL SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OFFICERS OF THE CARRELL CLINIC FOUNDATION DO NOT RECEIVE COMPENSATION FROM THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARRELL CLINIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0823046815
ReturnHeader/Filer/USAddress/AddressLine1Txt09301 N CENTRAL EXPY TOWER 1 STE 500
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075231
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D7487FB8D8589CDB4AC63F9EB06FEBF48E34A00E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05058726E91B1C045E57FC20391529437DB0864BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.210.246.4
ReturnHeader/FilingSecurityInformation/IPDt02020-02-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm021:59:45
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/PreparationDt02020-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PATYK
ReturnHeader/ReturnTs02020-02-24T21:59:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,489
Liabilities
$0
Net assets
$118,489
Revenue
$73,706
Expenses
$26,256
Net income
$47,450
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