Nonprofit · EIN 47-1744274
UNTHSC FOUNDATION
Tax-exempt · FORT WORTH, TX 76107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $6,098,622 | $3,937,521 | $2,161,101 | $171,174,322 | $131,620,228 | $39,554,094 |
| August 31, 2024 | 990 | $2,793,400 | $2,394,739 | $398,661 | $158,191,207 | $122,985,292 | $35,205,915 |
| August 31, 2023 | 990 | $4,243,540 | $3,363,137 | $880,403 | $136,689,882 | $105,711,696 | $30,978,186 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $3,675,695
- Program service revenue
- $0
- Investment income
- $1,601,493
- Net gain from sales of assets
- $915,672
- Net income from fundraising events
- $512,498
- Other revenue
- $821,434
Expenses
- Grants and similar amounts paid
- $3,156,483
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $3,156,483
- Management and general (functional)
- $781,038
Balance sheet and other
- Total assets, start of year
- $158,191,207
- Total assets, end of year
- $171,174,322
- Total liabilities, end of year
- $131,620,228
- Net assets, end of year
- $39,554,094
- Net assets without donor restrictions
- $2,391,622
- Net assets with donor restrictions
- $37,162,472
- Gross receipts
- $9,114,937
- Employees
- 0
- Volunteers
- 35
- Year formed
- 2014
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| QUINTIN-CASSADY J D | Chairman Trustee or director | 2 | $0 |
| DENNIS SHINGLETON MS MBA COL | Treasurer Trustee or director | 2 | $0 |
| JT AUGHINBAUGH | Director Trustee or director | 2 | $0 |
| JEFF BEESON DO RN EMT-P | Director Trustee or director | 2 | $0 |
| JOHNNY CAMPBELL | Director Trustee or director | 2 | $0 |
| ROSA NAVEJAR | Director Trustee or director | 2 | $0 |
| ELIZABETH J KEHOE | Secretary Trustee or director, Officer | 2 | $0 |
| SUSAN FARR | Director Trustee or director | 2 | $0 |
| MARIE HOLLIDAY DMD | Director Trustee or director | 2 | $0 |
| ROBERT PENCE PE BCEEE | Director Trustee or director | 2 | $0 |
| TODD SPAKE | Director Trustee or director | 2 | $0 |
| JAMES COURY | Director Trustee or director | 2 | $0 |
| MICHAEL YEAGER | Chairman Trustee or director, Officer | 2 | $0 |
| ALDEN KAROTKIN | Director Trustee or director | 2 | $0 |
| MATT PEDEN | Director Trustee or director | 2 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA RANKIN | Director Trustee or director | 2 | $0 |
| PAUL SAENZ | Director Trustee or director | 2 | $0 |
| KIMBERLY RUSSELL | Executive Dir. Officer | 2 | $0 |
990 for the year ended August 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| QUINTIN CASSADY JD | DIRECTOR Trustee or director | 2 | $0 |
| DENNIS SHINGLETON MS MBA COL US | DIRECTOR Trustee or director | 2 | $0 |
| JT AUGHINBAUGH | DIRECTOR Trustee or director | 2 | $0 |
| JEFF BEESON DO RN EMT-P | DIRECTOR Trustee or director | 2 | $0 |
| JOHNNY CAMPBELL | DIRECTOR Trustee or director | 2 | $0 |
| ROSA NAVEJAR | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH J KEHOE | DIRECTOR Trustee or director | 2 | $0 |
| RAY DICKERSON | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN FARR | DIRECTOR Trustee or director | 2 | $0 |
| MARIE HOLLIDAY DMD | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT PENCE PE BCEEE | DIRECTOR Trustee or director | 2 | $0 |
| TODD SPAKE | DIRECTOR Trustee or director | 2 | $0 |
| JAMES COURY | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL YEAGER | CHAIR Trustee or director, Officer | 2 | $0 |
| ALDEN KAROTKIN | SECRETARY Trustee or director, Officer | 2 | $0 |
| KIMBERLY RUSSELL | EXECUTIVE DIRECTOR Officer | 2 | $0 |
990 for the year ended August 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF BEESON DO RN EMT-P | DIRECTOR Trustee or director | 2 | $0 |
| JOHNNY CAMPBELL | DIRECTOR Trustee or director | 2 | $0 |
| QUINTIN CASSADY JD | DIRECTOR Trustee or director | 2 | $0 |
| RAY DICKERSON | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN FARR | DIRECTOR Trustee or director | 2 | $0 |
| MARIE HOLLIDAY DMD | DIRECTOR Trustee or director | 2 | $0 |
| DANIEL LOWRANCE | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT PENCE PE BCEEE | DIRECTOR Trustee or director | 2 | $0 |
| TODD SPAKE | DIRECTOR Trustee or director | 2 | $0 |
| DENNIS SHINGLETON MS MBA COL US | DIRECTOR Trustee or director | 2 | $0 |
| DAVID NOLET | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT FERGUSON | EMERITUS Trustee or director | 2 | $0 |
| MICHELE REYNOLDS | EMERITUS Trustee or director | 2 | $0 |
| LEE ANN EMBRY | FOUNDATION BOARD LIASON Trustee or director | 2 | $0 |
| ELVA LEBLANC PHD | CHAIR Trustee or director, Officer | 2 | $0 |
| MICHAEL YEAGER | TREASURER Trustee or director, Officer | 2 | $0 |
| ALDEN KAROTKIN | SECRETARY Trustee or director, Officer | 2 | $0 |
| JAMES MEINTJES | EXECUTIVE DIRECTOR Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3500 CAMP BOWIE BLVD 800, FORT WORTH, TX 76107-2644
- Principal officer (990 for 2024)
- DR KIMBERLY RUSSELL
- Signed the 990
- DR KIMBERLY RUSSELL, Executive Director
- Phone
- (817) 735-2445
- Return prepared by
- Hankins Eastup Deaton Tonn Seay & Scarbo
Mission
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.
Program accomplishments
- RESEARCH DEVELOPMENT & ENRICHMENT - FUNDS 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.Expenses $3,156,483 · grants $3,156,483
- OSTEOPATHIC HERITAGE FOUNDATION ENDOWED CHAIR OF CLINICAL RESEARCH - THE 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 47-1744274
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $171,174,322
- Income (IRS master file)
- $9,114,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $6,098,622 | $3,937,521 | $171,174,322 | IRS |
| 990 | August 2024 | $2,793,400 | $2,394,739 | $158,191,207 | XML |
| 990 | August 2023 | $4,243,540 | $3,363,137 | $136,689,882 | XML |
| 990 | August 2022 | $3,836,787 | $3,518,944 | $125,259,729 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1744274).
Questions about UNTHSC FOUNDATION
- What is the EIN of UNTHSC FOUNDATION?
- The employer identification number (EIN) of UNTHSC FOUNDATION is 47-1744274.
- Is UNTHSC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to UNTHSC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNTHSC FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNTHSC FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNTHSC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of UNTHSC FOUNDATION?
- The 990 for the year ended August 31, 2025 names DR KIMBERLY RUSSELL.
- Who are the officers and directors of UNTHSC FOUNDATION?
- The 990 for the year ended August 31, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does UNTHSC FOUNDATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $6,098,622, expenses of $3,937,521 and total assets of $171,174,322 at year end.
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