Nonprofit · EIN 75-1639312
UMC FOUNDATION
Tax-exempt · LUBBOCK, TX 79408
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $8,546,312 | $3,804,416 | $4,741,896 | $56,439,073 | $2,567,579 | $53,871,494 |
| December 31, 2024 | 990 | $6,968,969 | $5,377,048 | $1,591,921 | $55,366,779 | $7,384,869 | $47,981,910 |
| December 31, 2023 | 990 | $7,138,731 | $4,466,762 | $2,671,969 | $50,985,386 | $5,263,552 | $45,721,834 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,045,349
- Program service revenue
- $0
- Investment income
- $1,439,821
- Net gain from sales of assets
- $5,000
- Other revenue
- $61,142
Expenses
- Grants and similar amounts paid
- $2,222,850
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $114,878
- Program services (functional)
- $2,384,420
- Management and general (functional)
- $68,364
- Fundraising (functional)
- $1,351,632
Balance sheet and other
- Total assets, start of year
- $55,366,779
- Total assets, end of year
- $56,439,073
- Total liabilities, end of year
- $2,567,579
- Net assets, end of year
- $53,871,494
- Publicly traded securities
- $16,027,742
- Net assets without donor restrictions
- $3,905,807
- Net assets with donor restrictions
- $49,965,687
- Gross receipts
- $8,551,312
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1979
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| MISTI WELCH | VP CPO Officer | 5 | $0 | $179,411 |
| BRITT PHARRIS | OUTGOING VP Officer | 5 | $0 | $132,118 |
| JEFF DANE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER DEVER | CHAIR ELECT Trustee or director, Officer | 2 | $0 | $0 |
| RONALD COOK DO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETSY JONES EDD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK FUNDERBURK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENDALL HOWARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN PAYNE MD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVE MARCINKOWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTY MCCLENDON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL MCPHERSON MD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMANDA MEAD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SHANNON MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STACEY MORRIS-POTTER | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORY NEWSOM | DIRECTOR Trustee or director | 2 | $0 |
| ERIC PITTMAN | DIRECTOR Trustee or director | 2 | $0 |
| ROSS RUSHING | DIRECTOR Trustee or director | 2 | $0 |
| MARK THOMPSON | DIRECTOR Trustee or director | 2 | $0 |
| NOE VALLES | CHAIR Trustee or director, Officer | 2 | $0 |
| LAURA VINSON | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| BRITT PHARRIS | VP & CPO Officer | 5 | $0 | $282,155 |
| KANDY ADAMS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JEFF DANE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JENNIFER DEVER | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| RONALD COOK DO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KYLE FANNIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARK FUNDERBURK | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KENDALL HOWARD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BETSY JONES | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DAVE MARCINKOWSKI | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GURDEV GILL MD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL MCPHERSON MD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| AMANDA MEAD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| STACEY MORRIS-POTTER | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CORY NEWSOM | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ERIC PITTMAN | PAST CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROSS RUSHING | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARK THOMPSON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| NOE VALLES | CHAIR ELECT Trustee or director, Officer | 5 | $0 | $0 |
| LAURA VINSON | BOM CHAIR Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| BRITT PHARRIS | VP & CPO Officer | 40 | $0 | $254,739 |
| KANDY ADAMS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JEFF DANE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JENNIFER DEVER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| RONALD COOK DO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KYLE FANNIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARK FUNDERBURK | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GARY GREENSTREET | BOM CHAIR Trustee or director | 5 | $0 | $0 |
| KENDALL HOWARD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BETSY JONES | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DAVE MARCINKOWSKI | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GURDEV GILL MD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL MCPHERSON MD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| AMANDA MEAD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| STACEY MORRIS-POTTER | CHAIR-ELECT Trustee or director, Officer | 5 | $0 | $0 |
| CORY NEWSOM | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ERIC PITTMAN | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROSS RUSHING | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARK THOMPSON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| NOE VALLES | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5980, LUBBOCK, TX 79408-5980
- Principal officer (990 for 2025)
- JEFF DANE, PO BOX 5980, LUBBOCK, TX 79408
- Signed the 990
- JEFF DANE, TREASURER
- Phone
- (806) 775-8250
- Website
- WWW.UMCHEALTHSYSTEM.COM
- Return prepared by
- RBMS LLP
Mission
TO ASSIST IN THE OPERATION OF LUBBOCK COUNTY HOSPITAL DISTRICT DBA UNIVERSITY MEDICAL CENTER
Program accomplishments
- THE UMC FOUNDATION WAS FORMED AND IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES TO ASSIST IN THE ESTABLISHMENT, OPERATION AND CONTINUATION OF THE UNIVERSITY MEDICAL CENTER HEALTH SYSTEM.Expenses $2,384,420 · grants $2,222,850
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-1639312
- 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
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $56,439,073
- Income (IRS master file)
- $8,551,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $8,546,312 | $3,804,416 | $56,439,073 | XML |
| 990 | December 2024 | $6,968,969 | $5,377,048 | $55,366,779 | XML |
| 990 | December 2023 | $7,138,731 | $4,466,762 | $50,985,386 | XML |
| 990 | December 2022 | $21,206,245 | $6,503,971 | $46,106,511 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 75-1639312).
Questions about UMC FOUNDATION
- What is the EIN of UMC FOUNDATION?
- The employer identification number (EIN) of UMC FOUNDATION is 75-1639312.
- Is UMC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to UMC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UMC 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 UMC FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UMC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UMC FOUNDATION?
- The 990 for the year ended December 31, 2025 names JEFF DANE.
- Who are the officers and directors of UMC FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does UMC FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $8,546,312, expenses of $3,804,416 and total assets of $56,439,073 at year end.
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