Civic Intelligence

Carrell Clinic Foundation

990 • Fiscal year 2021 • EIN 82-3046815

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 20, 2022

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

95th percentile

197%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

206%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$707,736

Up $469,610 (+197%) from 2020

Net Assets

Up

$707,736

Up $469,610 (+197%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Up

$520,301

Up $350,204 (+206%) from 2020

Expenses

Up

$50,691

Up $231 (+0.5%) from 2020

Net Income

Up

$469,610

Up $349,973 (+293%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2021

Assets$707,736
Liabilities$0
Net Assets$707,736
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$520,301
Expenses$50,691
Net Income$469,610
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 20, 2022
Return Version
2021v4.0
Gross Receipts
$520,301
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$238,126$707,736▲ $469,610
Total Assets$238,126$707,736▲ $469,610
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$204,777$675,230▲ $470,453
Net Assets With Donor Restrictions$33,349$32,506▼ $843
Total Net Assets Fund Balance$238,126$707,736▲ $469,610
Total Liabilities and Net Assets / Fund Balance$238,126$707,736▲ $469,610
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$520,301
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$520,301
Change in Net Assets
$469,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,800
Other Expenses$18,891
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,800--$21,800
Grants to Domestic Orgs$10,000--$10,000
Fees for Services Other$4,500$3,262-$7,762
Insurance-$7,421-$7,421
Advertising-$1,852-$1,852
Office Expenses-$1,013-$1,013
Conferences and Meetings-$843-$843
Total Functional Expenses$36,300$14,391$0$50,691
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
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
Address
9301 N CENTRAL EXPY TOWER 1 STE 500, DALLAS, TX 75231

Signing Officer

Name
Daniel E Cooper
Title
President
Signed
2022-07-20
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.”

Form 990, Part IX, Line 11G

“Bank fee 0 1,056 0 legal & professional 4,500 2,206 0 total 4,500 3,262 0”

Raw XML Appendix304 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT RESEARCH, EDUCATION, PATIENT ADVOCACY AND CHARITABLE HEALTHCARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01852
IRS990/AdvertisingGrp/TotalAmt01852
IRS990/AllOtherContributionsAmt0520301
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RHODES OSIEK PATYK & COMPANY LLP
IRS990/BooksInCareOfDetail/PhoneNum08172741700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02170 W INTERSTATE 20
IRS990/BooksInCareOfDetail/USAddress/CityNm0ARLINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076017
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0238126
IRS990/CashNonInterestBearingGrp/EOYAmt0707736
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0843
IRS990/ConferencesMeetingsGrp/TotalAmt0843
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0520301
IRS990/CYGrantsAndSimilarPaidAmt031800
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt018891
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0469610
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt050691
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0520301
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION PROVIDED ASSISTANCE TO PATIENTS BY PROVIDING FEES FOR MEDICAL SERVICES AND PROSTHETIC DEVICES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt033349
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt032506
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt026300
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03262
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04500
IRS990/FeesForServicesOtherGrp/TotalAmt07762
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0DANIEL E COOPER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt0DANIEL E COOPER
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID EWALT
IRS990/Form990PartVIISectionAGrp/PersonNm1RAY LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI TURPIN
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL C PETERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER /
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt021800
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt021800
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt021800
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0520301
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07421
IRS990/InsuranceGrp/TotalAmt07421
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT RESEARCH, EDUCATION, PATIENT ADVOCACY AND CHARITABLE HEALTHCARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0238126
IRS990/NetAssetsOrFundBalancesEOYAmt0707736
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0204777
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0675230
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01013
IRS990/OfficeExpensesGrp/TotalAmt01013
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0DANIEL E COOPER
IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0DANIEL E COOPER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION COMMITTED TO A 3 YEAR, 10,000 A YEAR, RESEARCH GRANT TO THE VANDERBILT UNIVERSITY MEDICAL CENTER IN SUPPORT 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0170097
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt048402
IRS990/PYOtherExpensesAmt02058
IRS990/PYRevenuesLessExpensesAmt0119637
IRS990/PYTotalExpensesAmt050460
IRS990/PYTotalRevenueAmt0170097
IRS990/ReconcilationRevenueExpnssAmt0469610
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0520301
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0170097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt073706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt081400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0860504
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39340
IRS990ScheduleA/PublicSupportPY170Pct00.52860
IRS990ScheduleA/PublicSupportTotal170Amt0338558
IRS990ScheduleA/SubstantialContributorsTotAmt0521946
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0520301
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0170097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt073706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt081400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0860504
IRS990ScheduleA/TotalSupportAmt0860504
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
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08249
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt113551
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL SUPPLY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1HEALTH CARE SERVICE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt15
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VANDERBILT UNIVERSITY MEDICAL CENTE
IRS990ScheduleI/RecipientTable/RecipientEIN0352528741
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01211 MEDICAL CENTER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NASHVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037232
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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 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/ExplanationTxt2THE 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/ExplanationTxt3THE OFFICERS OF THE CARRELL CLINIC FOUNDATION DO NOT RECEIVE COMPENSATION FROM THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEE 0 1,056 0 LEGAL & PROFESSIONAL 4,500 2,206 0 TOTAL 4,500 3,262 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0238126
IRS990/TotalAssetsEOYAmt0707736
IRS990/TotalAssetsGrp/BOYAmt0238126
IRS990/TotalAssetsGrp/EOYAmt0707736
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0520301
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014391
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036300
IRS990/TotalFunctionalExpensesGrp/TotalAmt050691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0238126
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0707736
IRS990/TotalProgramServiceExpensesAmt036300
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0520301
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0238126
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0707736
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/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CARRELLCLINICFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL E COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-20
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/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/PreparationDt02022-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PATYK
ReturnHeader/ReturnTs02022-09-14T11:49:09-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOPER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$707,736
Liabilities
$0
Net assets
$707,736
Revenue
$520,301
Expenses
$50,691
Net income
$469,610
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