CARRELL CLINIC FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CARRELL CLINIC FOUNDATION (EIN 82-3046815)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-26
IRS object ID
202422709349300422
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-26T17:46:04-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752912970PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RHODES OSIEK PATYK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12170 W INTERSTATE 20AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823046815EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARRELL CLINIC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARRBusinessNameControlTxt
Phone2147124200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19301 N CENTRAL EXPY TOWER 1 STE 500AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL COOPERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2147124200PhoneNum
Signature2024-09-04SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL PATYKPreparerPersonNm
PTINP01739453PTIN
Phone8172741700PhoneNum
Preparation2024-09-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL COOPERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19301 N CENTRAL EXPY TOWER 1 STE 500AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$82,143GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CARRELLCLINICFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTO SUPPORT RESEARCH, EDUCATION, PATIENT ADVOCACY AND CHARITABLE HEALTCHARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$125,720PYContributionsGrantsAmt
CY Contributions Grants$72,615CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$9,528CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$125,720PYTotalRevenueAmt
CY Total Revenue$82,143CYTotalRevenueAmt
PY Grants And Similar Paid$195,630PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$253,318CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$24,842PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$45,270CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$46,518PYOtherExpensesAmt
CY Other Expenses$76,180CYOtherExpensesAmt
PY Total Expenses$266,990PYTotalExpensesAmt
CY Total Expenses$374,768CYTotalExpensesAmt
PY Revenues Less Expenses-$141,270PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$292,625CYRevenuesLessExpensesAmt
Total Assets BOY$566,906TotalAssetsBOYAmt
Total Assets EOY$274,271TotalAssetsEOYAmt
Total Liabilities BOY$440TotalLiabilitiesBOYAmt
Total Liabilities EOY$430TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$566,466NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$273,841NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT RESEARCH, EDUCATION, PATIENT ADVOCACY AND CHARITABLE HEALTHCARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$253,318ExpenseAmt
Grant$253,318GrantAmt
DescTHE FOUNDATION PROVIDED ASSISTANCE TO PATIENTS BY PROVIDING FEES FOR MEDICAL SERVICES AND PROSTHETIC DEVICES.Desc
Total Program Service Expenses$253,318TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RHODES OSIEK PATYK & COMPANY LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8172741700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12170 W INTERSTATE 20AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76017ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DAVID EWALT
DIRECTORYes (X)$0$0$0
RAY LAWSON
DIRECTORYes (X)$0$0$0
LORI TURPIN
DIRECTORYes (X)$0$0$0
DANIEL COOPER
PRESIDENT$0$0$0Yes (X)
PAUL C PETERS
TREASURER/SE$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$72,615AllOtherContributionsAmt
Total Contributions$72,615TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,528TotalRevenueColumnAmt
Related Or Exempt Func Income$9,528RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,143TotalRevenueColumnAmt
Related Or Exempt Func Income$9,528RelatedOrExemptFuncIncomeAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$253,318TotalAmt
Program Services$253,318ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$41,603TotalAmt
Management And General$41,603ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,667TotalAmt
Management And General$3,667ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$32,641TotalAmt
Management And General$32,641ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,373TotalAmt
Management And General$2,373ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
PROFESSIONAL SERVICES$21,016$21,016
CONTRACT LABOR$17,091$17,091
BANK & CREDIT CARD FEES$1,855$1,855
REGISTRATION FEES$835$835

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$369TotalAmt
Management And General$369ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$374,768TotalAmt
Program Services$253,318ProgramServicesAmt
Management And General$121,450ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$366,906BOYAmt
EOY$221,905EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$200,000BOYAmt
EOY$52,366EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$566,906BOYAmt
EOY$274,271EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$440BOYAmt
EOY$430EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$440BOYAmt
EOY$430EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$543,986BOYAmt
EOY$251,361EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,480BOYAmt
EOY$22,480EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$566,466BOYAmt
EOY$273,841EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$566,906BOYAmt
EOY$274,271EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$292,625ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteefalseAuditCommitteeInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$170,097CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$520,301CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,720CurrentTaxYearMinus1YearAmt
Current Tax Year$72,615CurrentTaxYearAmt
Total$962,439TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$170,097CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$520,301CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,720CurrentTaxYearMinus1YearAmt
Current Tax Year$72,615CurrentTaxYearAmt
Total$962,439TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$578,553SubstantialContributorsTotAmt
Public Support Total170$383,886PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$9,528CurrentTaxYearAmt
Total$9,528TotalAmt
FieldValueIRS element (for citing)
Total Support$971,967TotalSupportAmt
Gross Receipts Rltd Activities$9,528GrossReceiptsRltdActivitiesAmt
Public Support CY1700.39500PublicSupportCY170Pct
Public Support PY1700.41390PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
Amt$430Amt
FieldValueIRS element (for citing)
Total Liability$430TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
MEDICAL SUPPLY27$231,997
HEALTH CARE SERVICE9$21,321

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990THE CARRELL CLINIC FOUNDATION WAS ESTABLISHED IN 2017 TO SUPPORT RESEARCH, EDUCATION, PATIENT ADVOCACY, AND CHARITABLE HEALTHCARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE.
FORM 990, PAGE 6, PART VI, LINE 11BTHE 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 12CTHE 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 15ATHE OFFICERS OF THE CARRELL CLINIC FOUNDATION DO NOT RECEIVE COMPENSATION FROM THE FOUNDATION.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

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