North Texas Specialty Physicians Charitable Fund
Nonprofit profile at a glance
- EIN
- 270167558
- IRS 990-PF coverage
- 2014–2015
- Forms available
- Form 990 2013, Form 990-PF 2015
- Location
- Fort Worth, TX, USA
- Phone
- 8173328847
- Rating
- 52
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Health, General and Financing
Reported finances
- Revenue
- $169,868
- Expenses
- $255,853
Source: IRS Form 990-PF. Selected filing: tax year 2015. Amounts in USD.
Overview
Mission
Health, General and Financing
What it reported funding in 2015
The foundation reported 8 grants totaling $112,500. The stated grant purposes included provide residents and guests of union gospel mission of tarrant county with eye exams and eyeglasses, registered dietitian provides diabetes education / meal preparation to manage disease, and assist patients with diabetes, plus 1 other reported purpose.
Operating model
- Revenue model
- Donor-supported. 76% of the foundation's positive operating resources came from contributions.
- Distribution model
- Hybrid. The foundation combined direct charitable work with grants to other organizations or people.
- Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.
The verdict
MIXED - The filing identifies who received its grants and the filed numbers largely add up. A relatively small share of spending goes to grants and assets provide a limited cushion relative to annual grants.
Rating breakdown
- Grant Deployment: NotEnoughData
- Cost Efficiency: 44
- Transparency: 100
- Compliance: 92
- Endowment Health: 45
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: Limited
Cost Efficiency
- Grant expense ratio: 44%; rating input score 44; 13th percentile among comparable filings
Transparency
- Grant recipient disclosure: Yes; rating input score 100
Compliance
- Part VII-B activity disclosures: 16 of 19 controls in place; rating input score 84
- Property sale or exchange with a disqualified person: Pass
- Borrowing from or lending to a disqualified person: Pass
- Goods, services, or facilities involving a disqualified person: Fail
- Compensation paid to a disqualified person: Fail
- Assets transferred to a disqualified person: Pass
- Payment to a government official: Pass
- Uncorrected prior self-dealing: Pass
- Prior-year undistributed income: Pass
- Excess business holdings: Pass
- Investments that may jeopardize charitable purposes: Pass
- Uncorrected prior-year jeopardizing investments: Pass
- Attempt to influence legislation: Pass
- Attempt to influence an election: Pass
- Grants to individuals: Fail
- Grants to organizations: Pass
- Spending for a noncharitable purpose: Pass
- Funds received for a personal-benefit contract: Pass
- Premiums paid on a personal-benefit contract: Pass
- Prohibited tax-shelter transaction: Pass
- Filing consistency checks: 8; rating input score 100
Endowment Health
- Endowment-health comparison: 16.52; rating input score 45; 45th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: 100% of grant recipient detail disclosed
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 45th percentile for endowment coverage
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 2 filing years from 2014 to 2015
- Contacts: How to reach this organization
- Money network: 12 filed money-flow records
- Related organizations: 4 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Cost Efficiency: Grant expense ratio scored 44/100.
- Moderate — Endowment Health: Endowment-health comparison scored 45/100.
- Review — Compliance: Part VII-B activity disclosures: 3 of 19 not reported.