2022-04-22T09:58:14-05:00 2020-08-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2019-09-01 471744274 UNTHSC FOUNDATION UNTH 8177352552 3500 CAMP BOWIE BLVD 800 FORT WORTH TX 761072699 JAMES MEINTJES EXECUTIVE DIRECTOR 8177352552 2022-04-21 1 IRA L NEVELOW P00083210 9724901970 2019 2022-09-23 18:48:47Z X JAMES MEINTJES 3500 CAMP BOWIE BLVD 800 FORT WORTH TX 761072699 6240161 0 X N/A X 2014 TX TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER BY THE IMPROVEMENT OF ITS RESEARCH, TEACHING, SCHOLARSHIP, AND FACILITIES. 22 22 0 22 0 0 7784754 3367413 0 0 256176 365408 -271492 -52817 7769438 3680004 4591883 4261280 0 0 0 0 0 0 0 66427 2204451 4658310 6465731 3111128 -2785727 82202900 87936505 54458743 61106304 27744157 26830201 X TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER BY THE IMPROVEMENT OF ITS RESEARCH, TEACHING, SCHOLARSHIP, AND FACILITIES. 0 0 4261280 4261280 RESEARCH DEVELOPMENT & ENHANCEMENTFUNDS ARE USED TO SUPPORT AND ENHANCE SCHOLARLY RESEARCH BY ESTABLISHING ENDOWED FACULTY POSITIONS IN KEY RESEARCH FOCUS AREAS AND ENHANCING THE NOVEL RESEARCH WORK BEING CONDUCTED BY FACULTY MEMBERS IN A VARIETY OF AREAS. THE FOUNDATION FUNDS AN ENDOWED CHAIR IN PHARMACOLOGY AND NEUROSCIENCE WHICH ENHANCE WORK IN HEALTH DISPARITIES RESEARCH AS WELL AS ALZHEIMER'S AND GERIATRICS RESEARCH. OSTEOPATHIC HERITAGE FOUNDATION ENDOWED CHAIR OF CLINICAL RESEARCHTHE RICHARDS-COHEN DISTINGUISHED CHAIR IN CLINICAL RESEARCH ENDOWMENT WAS CREATED TO SUPPORT CLINICAL RESEARCH AND EDUCATION IN THE TEXAS COLLEGE OF OSTEOPATHIC MEDICINE AT THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER. CURRENT EFFORTS FOCUS ON ESTABLISHING A REPLICABLE CLINICAL RESEARCH TEAM MODEL THAT ENCOURAGES OSTEOPATHIC PHYSICIANS TO ENGAGE IN PATIENT-BASED CLINICAL RESEARCH. THE LEVINE PRESIDENT'S AWARDS PROVIDE ACADEMIC SCHOLARSHIPS TO STUDENTS IN EACH OF THE HSC'S SCHOOLS/COLLEGES BASED ON AWARDING DECISIONS MADE BY THE HSC SCHOLARSHIP COMMITTEE. AT THE INSTRUCTION OF THE PRESIDENT, THESE AWARDS ARE TO BE DIVIDED EQUALLY TO SUPPORT STUDENTS IN THE TEXAS COLLEGE OF OSTEOPATHIC MEDICINE, GRADUATE SCHOOL OF BIOMEDICAL SCIENCES, SCHOOL OF PUBLIC HEALTH, SCHOOL OF HEALTH PROFESSIONS (PHYSICIAN ASSISTANTS AND PHYSICIAN THERAPISTS), AND COLLEGE OF PHARMACY. THE ENDOWMENT SUPPORTING THESE AWARDS WAS RECEIVED THROUGH AN INSURANCE POLICY WITH INSTRUCTIONS TO BE USED AT THE DISCRETION OF THE HSC PRESIDENT. MULTIPLE PROGRAMS AT THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER INCLUDING RESEARCH, EDUCATION, SALARY SUPPORT, DNA LABORATORY, PEDIATRICS, AND OBGEN. 4261280 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JAMES MEINTJES 8177352552 3500 CAMP BOWIE BLVD SUITE 800 FORT WORTH TX 76107 RICHARD CASAREZ PE DIRECTOR 2.00 X 0 0 0 ALLAN HOWETH JD DIRECTOR (EMERITUS) 2.00 X 0 0 0 ROBERT FERGUSON DIRECTOR (EMERITUS) 2.00 X 0 0 0 RAY DICKERSON DIRECTOR 2.00 X 0 0 0 ROBERT PENCE DIRECTOR 2.00 X 0 0 0 JOHNNY CAMPBELL DIRECTOR 2.00 X 0 0 0 SUSAN FARR DIRECTOR 2.00 X 0 0 0 WILLIAM JORDAN DO FACOI DIRECTOR 2.00 X 0 0 0 DAN LOWRANCE DIRECTOR 2.00 X 0 0 0 TODD SPAKE DIRECTOR 2.00 X 0 0 0 KEN HUFFMAN DIRECTOR 2.00 X 0 0 0 JOSEPH DEWOODY DIRECTOR 2.00 X 0 0 0 QUINTIN CASSADY DIRECTOR 2.00 X 0 0 0 LIBBY WATSON PROGRAM CHAIR 2.00 X 0 0 0 DOUG COOK DIRECTOR 2.00 X 0 0 0 MARIE HOLLIDAY DIRECTOR 2.00 X 0 0 0 JAN KEHOE DIRECTOR (AT-LARGE) 2.00 X 0 0 0 DAVID NOLET CPA CHAIR 2.00 X X 0 0 0 ELVA LEBLANC PHD VICE-CHAIR 2.00 X X 0 0 0 ALDEN KAROTKIN SECRETARY 2.00 X X 0 0 0 MICHAEL YEAGER TREASURER 2.00 X X 0 0 0 MICHELE REYNOLDS IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 DOUGLAS WHITE EXECUTIVE DIRECTOR NON VOTING 40.00 X 0 261255 16060 0 261255 16060 0 0 1 0 0 585635 2781778 667496 3367413 362798 362798 2163220 2160610 2610 2610 2610 150619 585635 399547 -248928 -248928 9300 0 9300 9300 MANAGEMENT FEE INCOME 900099 186811 186811 186811 3680004 0 0 312591 4261280 4261280 23363 23363 37500 37500 250 250 57791 57791 12 12 7980 7980 BAD DEBT EXPENSE 2000000 2000000 ALUMNI & STUDENT EXPENS 51238 51238 FACILITIES & EQUIPMENT 10879 10879 BANK CHARGES 8674 8674 6764 6764 6465731 4261280 2204451 0 1305137 899646 540985 6001198 3041512 144299 39299 74752266 83415063 82202900 87936505 54458743 61106304 54458743 61106304 X 2953668 3303815 24790489 23526386 27744157 26830201 82202900 87936505 -2785727 1871771 0 X X 0 1 X 1 0 X 5292007 4668284 11040134 7784754 3367413 32152592 5292007 4668284 11040134 7784754 3367413 32152592 7947846 24204746 258565 269823 316171 256176 362798 1463533 186811 186811 33802936 0.71610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 61106304 61106304 X 5913822 1871771 1871771 4042051 37500 -399547 -362047 3680004 6827778 399547 399547 6428231 37500 37500 6465731 PART X, LINE 2: THE FOUNDATION RECOGNIZES IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE FOUNDATION'S TAX EXEMPT STATUS FOR FEDERAL TAX PURPOSES AND STATE FILING REQUIREMENTS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE FOUNDATION WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -399,547. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 399,547. LEGENDS GALA 736254 585635 150619 132723 25976 219645 21203 736254 585635 150619 132723 25976 219645 21203 399547 -248928 1 UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER 3500 CAMP BOWIE BLVD FORT WORTH TX 76107 710986983 501(C)(3) 4173430 MEDICAL RESEARCH AND EDUCATION UNITED WAY OF TARRANT COUNTY 1500 NORTH MAIN STREET SUITE 200 FORT WORTH TX 76164 750858360 501(C)(3) 50000 EMERGENCY RELIEF FUND COWTOWN MARATHON INC 2617 WHITMORE FORT WORTH TX 76107 752198418 501(C)(3) 5000 2020 COWTON MARATHON PRESENTING SPONSORHIP TARRANT SPECIAL EVENTS FOUNDATION 100 E WEATHERFORD STE 404 FORT WORTH TX 761960206 472565482 501(C)(3) 5000 2020 SENIOR SYNERGY EXPO FORT WORTH BUSINESS PRESS PO BOX 65 FORT WORTH TX 76101 5000 HEALTHCARE HEROES 2019 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 135613797 501(C)(3) 5000 GO RED FOR WOMEN LUNCHEON BOTANICAL RESEARCH INSTITUTE OF TEXAS 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 752198196 501(C)(3) 5000 ENVIRONMENTALIST 6 1 PART I, LINE 2: THE FOUNDATION KEEPS RECORDS OF GRANT RELATED ASSISTANCE THROUGH THE USE OF QUICKBOOKS, MONTHLY TRANSFER REQUESTS, AND WELLS FARGO INVESTMENT ALLOCATION SPREADSHEETS. 0 0 0 0 0 0 0 0 0 DOUGLAS WHITE EXECUTIVE DIRECTOR NON VOTING 0 261255 0 0 0 0 0 0 0 16060 0 277315 0 0 X 3 589368 FMV X MEALS 11 54867 FMV X EVENT ITEMS 16 21294 FMV X TICKETS 5 1042 FMV X GIFT CARDS 6 925 FMV 0 0 0 FORM 990, PAGE 1, ITEM B THIS RETURN IS BEING AMENDED TO INCLUDE ADDITIONAL DETAIL THAT WAS NOT AVAILABLE AT THE TIME OF THE ORIGINAL FILING. SPECIFICALLY, THE FOLLOWING ITEMS HAVE CHANGED FROM THE ORIGINAL FILING: -PAGE 1, ITEM F: UPDATED NAME OF PRINCIPAL OFFICER -PART I, LINE 8: ADJUSTED FOR FUNDRAISING EVENTS GROSS RECEIPTS CHANGE -PART I, LINE 11: ADJUSTED FOR FUNDRAISING EVENTS GROSS RECEIPTS, CONTRIBUTIONS, AND EXPENSES CHANGES -PART I, LINE 13: ADJUSTED FOR DONATION EXPENSE PREVIOUSLY REPORTED ON PART IX, LINE 24 -PART I, LINE 17: ADJUSTED FOR FUNDRAISING EVENTS EXPENSE CHANGE AND DONATION EXPENSE MOVED TO PART IX, LINE 1 -PART III, LINE 4A & 4E: ADJUSTED FOR DONATION EXPENSE PREVIOUSLY REPORTED AS MANAGEMENT & GENERAL -PART IV, LINE 2: ADJUSTED TO INDICATE SCHEDULE B IS REQUIRED -PART IV, LINE 29: ADJUSTED TO INDICATE SCHEDULE M IS REQUIRED -PART VI, SECTION C, LINE 20: UPDATED INFORMATION RELATED TO PERSON WHO POSESSES THE ORGANIZATION'S BOOKS AND RECORDS -PART VIII, LINE 1C: ADJUSTED FOR CONTRIBUTIONS RECEIVED FROM FUNDRAISING EVENTS -PART VIII, LINE 1F: ADJUSTED FOR FUNDRAISING EVENTS GROSS RECEIPTS CHANGE -PART VIII, LINE 1G: ADJUSTED FOR NONCASH CONTRIBUTIONS RECEIVED -PART VIII, LINE 8: ADJUSTED FOR MORE DETAILED FUNDRAISING EVENTS INFORMATION -PART VIII, LINE 9A: ADJUSTED FOR GROSS RECEIPTS FROM RAFFLE HELD DURING THE FUNDRAISING EVENT -PART IX, LINE 1: ADJUSTED FOR DONATION EXPENSE PREVIOUSLY REPORTED ON PART IX, LINE 24 -PART IX, LINE 24: ADJUSTED FOR FUNDRAISING EXPENSE CHANGE -SCHEDULE A, PART II, SECTION A, LINE 1: ADJUSTED FOR REVNUE CHANGES MENTIONED ABOVE -SCHEDULE A, PART II, SECTION A, LINE 5: ADJUSTED TO INCLUDE EXCESS CONTRIBUTORS -SCHEDULE B: ADDED TO REPORT DONORS GIVING OVER 2% OF TOTAL CONTRIBUTIONS -SCHEDULE D, PART XI, LINE 4B: ADJUSTED FOR FUNDRAISING EXPENSE CHANGE -SCHEDULE D, PART XII, LINE 2D: ADJUSTED FOR FUNDRAISING EXPENSE CHANGE -SCHEDULE G, PART II: ADJUSTED FOR MORE DETAILED FUNDRAISING EVENTS INFORMATION -SCHEDULE I, PART II: ADJUSTED TO INCLUDE ADDITIONAL ORGANIZATIONS WHO RECEIVED ASSISTANCE -SCHEDULE M: ADDED TO REPORT NONCASH CONTRIBUTIONS RECEIVED FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD BEFORE IT IS FILED. THE EXECUTIVE COMMITTEE PRESENTS THE FINAL RETURN TO THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MEETING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY REVIEW THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE COMPLIANCE WITH THAT POLICY. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS MADE AVAILABLE TO REQUESTERS UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.