CARRELL CLINIC FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CARRELL CLINIC FOUNDATION (EIN 82-3046815)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-15
IRS object ID
202110749349300311
Schema version
2020v4.0
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)
Return2021-03-15T09:25:19-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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

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 E COOPERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2021-02-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastCOOPERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL PATYKPreparerPersonNm
PTINP01739453PTIN
Phone8172741700PhoneNum
Preparation2021-02-03PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1DANIEL E COOPERBusinessNameLine1Txt
Business Name Line2DANIEL E COOPERBusinessNameLine2Txt

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$170,097GrossReceiptsAmt
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 HEALTHCARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$73,706PYContributionsGrantsAmt
CY Contributions Grants$170,097CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$73,706PYTotalRevenueAmt
CY Total Revenue$170,097CYTotalRevenueAmt
PY Grants And Similar Paid$23,308PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$48,402CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,948PYOtherExpensesAmt
CY Other Expenses$2,058CYOtherExpensesAmt
PY Total Expenses$26,256PYTotalExpensesAmt
CY Total Expenses$50,460CYTotalExpensesAmt
PY Revenues Less Expenses$47,450PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$119,637CYRevenuesLessExpensesAmt
Total Assets BOY$118,489TotalAssetsBOYAmt
Total Assets EOY$238,126TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$118,489NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$238,126NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT RESEARCH, EDUCATION, PATIENT ADVOCACY AND CHARITABLE HEALTHCARE IN ORTHOPEDICS AND MUSCOSKELETAL MEDICINE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$48,402ExpenseAmt
Grant$48,402GrantAmt
DescTHE FOUNDATION PROVIDED ASSISTANCE TO PATIENTS BY PROVIDING FEES FOR MEDICAL SERVICES AND PROSTHETIC DEVICES.Desc
Total Program Service Expenses$48,402TotalProgramServiceExpensesAmt
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 LiabilitiesfalseReportOtherLiabilitiesInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
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 CompensationOtherCompensationAmtBusiness Name Line2BusinessName/BusinessNameLine2TxtOfficerOfficerInd
DAVID EWALT
DIRECTORYes (X)$0$0$0
RAY LAWSON
DIRECTORYes (X)$0$0$0
LORI TURPIN
DIRECTORYes (X)$0$0$0
DANIEL E COOPER
PRESIDENT$0$0$0DANIEL E COOPERYes (X)
PAUL C PETERS
TREASURER /$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$170,097AllOtherContributionsAmt
Total Contributions$170,097TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$170,097TotalRevenueColumnAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$48,402TotalAmt
Program Services$48,402ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$958TotalAmt
Management And General$958ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,100TotalAmt
Management And General$1,100ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$50,460TotalAmt
Program Services$48,402ProgramServicesAmt
Management And General$2,058ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$118,489BOYAmt
EOY$238,126EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$118,489BOYAmt
EOY$238,126EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$118,489BOYAmt
EOY$204,777EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$33,349EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$118,489BOYAmt
EOY$238,126EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$118,489BOYAmt
EOY$238,126EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$119,637ReconcilationRevenueExpnssAmt
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 CommitteeYes (true)AuditCommitteeInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$15,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,400CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,706CurrentTaxYearMinus1YearAmt
Current Tax Year$170,097CurrentTaxYearAmt
Total$340,203TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$15,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,400CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,706CurrentTaxYearMinus1YearAmt
Current Tax Year$170,097CurrentTaxYearAmt
Total$340,203TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$160,369SubstantialContributorsTotAmt
Public Support Total170$179,834PublicSupportTotal170Amt
Total Support$340,203TotalSupportAmt
Public Support CY1700.52860PublicSupportCY170Pct
Public Support PY1700.52880PublicSupportPY170Pct
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 I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
MEDICAL SUPPLY4$46,291
HEALTH CARE SERVICE7$2,111

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 REVIEWS 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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