Civic Intelligence

Rfsw Endowment Inc

EIN 85-1208107 • 501(c)3 • Dallas, TX

Profile

To support and benefit retina foundation of the southwest

9600 N Central Expressway St 200Dallas, TX 75231

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $10M-$25M 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

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$13,223,178

Up $1,491,080 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,223,178

Up $1,491,080 (+13%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin92nd percentile

Revenue

Down

$1,866,021

Down $277,310 (-13%) from 2023

Expenses

Up

$751,473

Up $315,678 (+72%) from 2023

Net Income

Down

$1,114,548

Down $592,988 (-35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$15M$10M$5.0M$0Assets 2021: $11,077,911Liabilities 2021: $0Net Assets 2021: $11,077,9112021Assets 2022: $9,048,434Liabilities 2022: $0Net Assets 2022: $9,048,4342022Assets 2023: $11,732,098Liabilities 2023: $0Net Assets 2023: $11,732,0982023Assets 2024: $13,223,178Liabilities 2024: $0Net Assets 2024: $13,223,1782024

Highlighted filing

2024

Assets$13,223,178
Liabilities$0
Net Assets$13,223,178
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$15M$10M$5.0M$0Revenue 2021: $11,488,973Expenses 2021: $429,842Net Income 2021: $11,059,1312021Revenue 2022: $512,417Expenses 2022: $431,181Net Income 2022: $81,2362022Revenue 2023: $2,143,331Expenses 2023: $435,795Net Income 2023: $1,707,5362023Revenue 2024: $1,866,021Expenses 2024: $751,473Net Income 2024: $1,114,5482024

Highlighted filing

2024

Revenue$1,866,021
Expenses$751,473
Net Income$1,114,548
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$13,223,178
Liabilities
$0
Net assets
$13,223,178
Revenue
$1,866,021
Expenses
$751,473
Net income
$1,114,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.87$0.75$1.11
2023Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.14$0.44$1.71
2022Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.51$0.43$0.08
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$11.5$0.43$11.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.2
Gross Receipts
$5,142,425
Mission and Program Overview

Mission

To support and benefit retina foundation of the southwest

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$11,623,589$12,741,551▲ $1,117,962
Savings and Temporary Cash Investments$108,509$481,627▲ $373,118
Total Assets$11,732,098$13,223,178▲ $1,491,080
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,112,594$9,404,601▲ $1,292,007
Net Assets Without Donor Restrictions$3,619,504$3,818,577▲ $199,073
Total Net Assets Fund Balance$11,732,098$13,223,178▲ $1,491,080
Total Liabilities and Net Assets / Fund Balance$11,732,098$13,223,178▲ $1,491,080

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$164,670--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$11,732,098$1,098,181▲ $1,144,372-$13,223,178
2023$9,048,434$1,764,989▲ $1,354,470-$11,732,098
2022$11,077,911-▼ $1,598,296-$9,048,434
2021-$10,509,073▲ $998,680-$11,077,911
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Natalie GilbertSecretary and Treasurer$148,826$148,826

Board Members and Trustees

NameTitle
William HuttonChair
Karl CsakyPresident
Steve RogersVice Chair
Alex CenaDirector
Lou GrabowskyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,098,181
Program Service Revenue
$0
Investment Income
$767,840
Other Revenue
$0
All Other Contributions
$293,181
Change in Net Assets
$1,114,548

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$293,181Fair Market Value (FMV)
Total Noncash Contributions4$293,181-

Audited Revenue Reconciliation

Revenue per Audited Statements
$767,840
Revenue Not Reported on Financial Statements
$1,098,181
Revenue Not Reported on Form 990
$376,532
Other Revenue Adjustments
$1,098,181
Total Revenue per Audited Statements
$1,144,372
Total Revenue per Form 990
$1,866,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$704,719
Other Expenses$46,754
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$704,719--$704,719
Fees for Service Investment Mgmnt Fees-$46,754-$46,754
Total Functional Expenses$704,719$46,754$0$751,473

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$751,473
Expenses per Audited Statements$458,292
Total Expenses per Audited Statements$458,292
Expenses Not Reported on Financial Statements$293,181
Other Expense Adjustments$293,181
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Retina Foundation of the SouthwestDallas, TX501(c)(3)To Support and Benefit Retina Foundation of the Southwest$704,719
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
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
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, Part VI, Section B, Line 11B

“The form 990 is reviewed by board members before filing.”

Form 990, Part VI, Section C, Line 19

“This information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Rfsw Endowment Inc
EIN
85-1208107
Phone
2143633911
Address
9600 N CENTRAL EXPRESSWAY ST 200, DALLAS, TX 75231

Signing Officer

Name
Karl Csaky
Title
President
Phone
2143633911
Signed
2025-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karl Csaky
Formed
2020
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Weaver and Tidwell Llp
Address
2300 N FIELD ST STE 1000, DALLAS, TX 75201
Preparer
Sara Burkhart
Phone
9724901970
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the previous year.”

Financial Statement Notes

PART X, LINE 2:

“The endowment has been recognized by the internal revenue service as a nonprofit corporation exempt from federal income tax on its income, under section 501(c)(3) of the internal revenue code. The endowment follows the provisions of asc 740-10, income taxes, related to unrecognized tax positions. The endowment recognizes the tax benefits from uncertain positions only if it is more likely than not that the tax positions will be sustained on examination by the taxing authorities, based on the technical merits of the positions. The tax benefits recognized in the financial statements from such positions are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The endowment does not believe there are any material uncertain tax positions and accordingly, it will not recognize any liability for unrecognized tax benefits. For the years ended december 31, 2024 and 2023, there were no interest or penalties recorded or included in the financial statements. The endowment is relying on its tax-exempt status and its adherence to all applicable laws and regulations to preserve that status. However, the conclusions regarding accounting for uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations, and interpretations thereof. The endowment's information returns are generally subject to examination for three years after the later of the due date or date of filing. The first year the endowment filed an informational return will be the year of its inception, 2021.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Contribution from retina foundation of the southwest 805,000. Stock donation 293,181.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Contribution to retina foundation of the southwest 293,181.”

Raw XML AppendixShowing 400 of 455 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT AND BENEFIT RETINA FOUNDATION OF THE SOUTHWEST
IRS990/AllOtherContributionsAmt0293181
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KARL CSAKY
IRS990/BooksInCareOfDetail/PhoneNum02143633911
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 824189
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0753824189
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01098181
IRS990/CYGrantsAndSimilarPaidAmt0704719
IRS990/CYInvestmentIncomeAmt0767840
IRS990/CYOtherExpensesAmt046754
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01114548
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0751473
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01866021
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISTRIBUTION TO RETINA FOUNDATION OF THE SOUTHWEST
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt08112594
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt09404601
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0704719
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt046754
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt046754
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt417487
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt516492
IRS990/Form990PartVIISectionAGrp/PersonNm0LOU GRABOWSKY
IRS990/Form990PartVIISectionAGrp/PersonNm1ALEX CENA
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM HUTTON
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm4KARL CSAKY
IRS990/Form990PartVIISectionAGrp/PersonNm5NATALIE GILBERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4401620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5132334
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY AND TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0358938
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0704719
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0704719
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0704719
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03635342
IRS990/GrossReceiptsAmt05142425
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0408902
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0408902
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt011623589
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012741551
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03276404
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT AND BENEFIT RETINA FOUNDATION OF THE SOUTHWEST
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011732098
IRS990/NetAssetsOrFundBalancesEOYAmt013223178
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0358938
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0358938
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0376532
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03619504
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03818577
IRS990/NoncashContributionsAmt0293181
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KARL CSAKY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01764989
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0386531
IRS990/PYInvestmentIncomeAmt0378342
IRS990/PYOtherExpensesAmt049264
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01707536
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0435795
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02143331
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01114548
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0805000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0108509
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0481627
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01098181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01764989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010509073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013372243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0408902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0332309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0258463
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0278592
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01278266
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt013372243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01098181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01764989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010509073
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013372243
IRS990ScheduleA/TotalSupportAmt014650509
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.28877
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt046754
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011732098
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01098181
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013223178
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0704719
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01144372
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt049264
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09048434
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01764989
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011732098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0386531
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01354470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt031196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011077911
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09048434
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0399985
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1598296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt043211
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010509073
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011077911
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0386631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0998680
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0293181
IRS990ScheduleD/ExpensesSubtotalAmt0458292
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0376532
IRS990ScheduleD/OtherExpensesNotIncludedAmt0293181
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01098181
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03308
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt17835680
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24737893
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3164670
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc3REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.59768
IRS990ScheduleD/RevenueNotReportedAmt0376532
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01098181
IRS990ScheduleD/RevenueSubtotalAmt0767840
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX ON ITS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ENDOWMENT FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO UNRECOGNIZED TAX POSITIONS. THE ENDOWMENT RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITIONS ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ENDOWMENT DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE ENDOWMENT IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE ENDOWMENT'S INFORMATION RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. THE FIRST YEAR THE ENDOWMENT FILED AN INFORMATIONAL RETURN WILL BE THE YEAR OF ITS INCEPTION, 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CONTRIBUTION FROM RETINA FOUNDATION OF THE SOUTHWEST 805,000. STOCK DONATION 293,181.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CONTRIBUTION TO RETINA FOUNDATION OF THE SOUTHWEST 293,181.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11355
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt012741551
IRS990ScheduleD/TotalExpensesPerForm990Amt0751473
IRS990ScheduleD/TotalRevenuePerForm990Amt01866021
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01144372
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0458292
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0704719
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT AND BENEFIT RETINA FOUNDATION OF THE SOUTHWEST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RETINA FOUNDATION OF THE SOUTHWEST
IRS990ScheduleI/RecipientTable/RecipientEIN0510151514
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 824189
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0753824189
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0401620
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt017250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0237
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KARL CSAKY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0419107
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt04
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0293181
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RETINA FOUNDATION OF THE SOUTHWEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510151514
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PREVENT VISION LOSS & RESTORE SIGHT THROUGH INNOVATIVE RESEARCH & TREATMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 824189
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DALLAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0753824189
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0704719
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1805000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0RETINA FOUNDATION OF THE SOUTHWEST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1RETINA FOUNDATION OF THE SOUTHWEST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011732098
IRS990/TotalAssetsEOYAmt013223178
IRS990/TotalAssetsGrp/BOYAmt011732098
IRS990/TotalAssetsGrp/EOYAmt013223178
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01098181
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046754
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0704719
IRS990/TotalFunctionalExpensesGrp/TotalAmt0751473
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.