2023-11-15T13:05:29-06:00 2022-12-31 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-01-01 742335396 University Health System Foundation % JAMES GARCIA UNIV 2103589860 4502 Medical Drive MS 1-2 San Antonio TX 78229 GEORGE B HERNANDEZ JR SECRETARY/TREASURER 2103589860 2023-11-15 true george b hernandez 999009999 Noelle Alberto P01704142 9727028262 3 2022 2023-04-26 12:10:37Z UNIVERSITY HEALTH FOUNDATION SARA ALGER 4502 MEDICAL DRIVE MS 1-2 SAN ANTONIO TX 78229 6668073 false X BUILDINGLIFELINES.COM X 1984 TX THE FOUNDATION WAS INCORPORATED AS A NON-PROFIT CORPORATION TO SOLICIT, RECEIVE, AND MAINTAIN FUNDS EXCLUSIVELY FOR SUPPORT OF THE UNIVERSITY HEALTH MISSION. 20 19 0 24 0 0 14427630 6263187 0 0 61111 330438 -2511 -66052 14486230 6527573 966686 951407 0 0 0 0 0 0 0 0 0 966686 951407 13519544 5576166 23988285 29396470 8556 50751 23979729 29345719 UNIVERSITY HEALTH FOUNDATION IMPROVES THE LIVES OF PATIENTS, FAMILIES, AND COMMUNITIES BY FUNDING TRANSFORMATIVE CARE AND MEDICAL INNOVATIONS TO ADVANCE THE WORK OF UNIVERSITY HEALTH. false false 951407 951407 THE MISSION OF UNIVERSITY HEALTH IS TO IMPROVE THE GOOD HEALTH OF THE COMMUNITY THROUGH HIGH QUALITY, COMPASSIONATE PATIENT CARE, INNOVATION, EDUCATION AND DISCOVERY. THE FOUNDATION WAS INCORPORATED AS A NON-PROFIT CORPORATION TO SOLICIT, RECEIVE AND MAINTAIN FUNDS EXCLUSIVELY FOR SUPPORT OF UNIVERSITY HEALTH'S MISSION. FUNDS ARE AVAILABLE FOR HEALTHCARE RELATED PURPOSES SUCH AS CONTINUING EDUCATION FOR PATIENTS AND STAFF, PATIENT SUPPORT PROGRAMS, CAPITAL PROJECT RENOVATIONS, EQUIPMENT PURCHASES AND SCHOLARSHIPS. 951407 true true false false false false false false false true false false false false true false true true false false false false false false true false false true true true false false false false false false false false true true false false false true false false false true 0 0 0 false false false false false true true false false false false false false X 20 19 false false false false false true false true true false false true true true true true true false false false X JAMES GARCIA 2103589300 4502 MEDICAL DRIVE MS 89-1 SAN ANTONIO TX 78229 George B Hernndez Jr SECRETARY/TREASURER, UHS PRESI 1.0 40.0 X X 0 1005992 34293 Sara Alger PRESIDENT, FOUNDATION 1.0 40.0 X 0 260059 28876 Breanne Alsobrooks Employee 40.0 0.0 X 0 104854 3839 Anna-Melissa Cavazos Employee 40.0 0.0 X 0 104849 3839 James Adams DIRECTOR 1.0 0.0 X 0 0 0 Janie Barrera DIRECTOR 1.0 0.0 X 0 0 0 Julie Bedingfield DIRECTOR 1.0 0.0 X 0 0 0 Jeanne Bennett DIRECTOR 1.0 0.0 X 0 0 0 Linda Elliott DIRECTOR 1.0 0.0 X 0 0 0 Jason Fraser DIRECTOR 1.0 0.0 X 0 0 0 Frank Garza DIRECTOR 1.0 0.0 X 0 0 0 Yvonne Gonzales Chair 1.0 0.0 X X 0 0 0 J Randolph Harig Immediate Past Chair 1.0 0.0 X X 0 0 0 Albert W Hartman III DIRECTOR 1.0 0.0 X 0 0 0 James C Hasslocher DIRECTOR 1.0 0.0 X 0 0 0 Ed Kelley DIRECTOR 1.0 0.0 X 0 0 0 Margaret A Kelley MD DIRECTOR 1.0 0.0 X 0 0 0 Larry Kurth DIRECTOR 1.0 0.0 X 0 0 0 Gerald Lee DIRECTOR 1.0 0.0 X 0 0 0 Joe Earl Linson DIRECTOR 1.0 0.0 X 0 0 0 Steven J Pritchard DIRECTOR 1.0 0.0 X 0 0 0 Mahendra Patel MD PA DIRECTOR 1.0 0.0 X 0 0 0 Jim Reed DIRECTOR 1.0 0.0 X 0 0 0 Norma R Reyes DIRECTOR 1.0 0.0 X 0 0 0 Rene A Yanta DIRECTOR 1.0 0.0 X 0 0 0 0 1475754 70847 0 false true false 0 787481 5475706 459209 6263187 0 330438 330438 0 0 0 0 0 0 74448 787481 140500 -66052 -66052 0 0 0 0 0 0 0 6527573 264386 873137 873137 78270 78270 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 951407 951407 0 0 91710 995463 6601538 14375406 9827880 6281406 171515 482035 0 0 0 0 0 0 0 0 0 0 0 0 7292529 7262160 0 0 0 0 0 0 3113 0 23988285 29396470 8556 6187 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 44564 8556 50751 X 2948305 3900975 21031424 25444744 23979729 29345719 23988285 29396470 5576166 -210176 X false true X true false X 1508282 1536762 2336969 14427630 6337635 26147278 0 0 1508282 1536762 2336969 14427630 6337635 26147278 8932258 17215020 159274 222712 107694 55873 330438 875991 0 88220 210527 298747 27322016 0.63008 0.54985 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 401005 250000 2706 653711 401293 62 -4 346 401005 403871 1796 290 4664 401293 338190 65681 403871 330105 2532 6097 544 338190 1.00000 false false 0 DUE TO UNIVERSITY HEALTH 44564 44564 7885359 -210176 1427462 1217286 6668073 -140500 -140500 6527573 2519369 1427462 140500 1567962 951407 951407 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE INCOME FROM THE TRANSPLANT SERVICE ENDOWMENT IS TO BE USED TO PROVIDE SUPPORT TO PATIENTS WHO HAVE UNDERGONE AN ORGAN TRANSPLANT. IN 2007, AT THE DONORS' DIRECTION, THE SCOPE OF THIS ENDOWMENT WAS INCREASED TO MAKE INCOME AVAILABLE TO ENHANCE THE SALARIES OF MEDICAL PROFESSIONALS AT THE J. KENT TRINKLE CENTER FOR TRANSPLANT STUDIES. IN 2017, THE SCOPE OF THIS ENDOWMENT WAS FURTHER INCREASED BY THE DONOR TO ALLOW INCOME TO BE USED TO PROVIDE SUPPORT TO ORGAN DONORS. THE INCOME FROM THE PEDI TRANSPLANT ENDOWMENT IS TO SUPPORT THE SURGICAL DIRECTOR OF PEDIATRIC TRANSPLANTION FOR CONTINUING EDUCATION IN ADVANCED TECHNOLOGIES AND CARE; CLINICAL RESEARCH PROJECTS; AND OTHER SUPPLEMENTAL EXPENSES THAT ADVANCE EXCELLENCE IN WORLD-CLASS CARE WITH OUTSTANDING PATIENT OUTCOMES. Schedule D, Part X, Line 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIALS WITH RETURN: DIRECT FUNDRAISING EXPENSES $(140,500) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIALS WITH RETURN: DIRECT FUNDRAISING EXPENSES $ 140,500 MEDICAL MIRACLE 861929 787481 74448 38 120446 7678 5525 6813 0 861929 787481 74448 38 120446 7678 5525 6813 140500 -66052 true University Health System 4502 Medical Drive MS 1-2 San Antonio TX 78229 746002164 501(c)(3) 413927 459210 FMV food/household/etc. support various programs & Dept. 1 GENERAL FUND - EMERGENCY EMP ASSISTANCE 10 7500 BLAIR REEVES FUND 1 250 PEDI TRAUMA & BURN FUND 4 2645 ERIC HERNANDEZ MEMORIAL SCHOLARSHIP FUND 3 1500 NURSING SCHOLARSHIP FUND 31 48900 OUR SONS & DAUGHTERS SCHOLARSHIP FUND 10 10000 PHARMACOTHERAPY FUND 15 3225 CENTER FOR NURSING EXCELLENCE FUND 2 4250 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: BASED ON THE PURPOSE/INTENT OF EACH RESTRICTED FUND, THE FUND OWNER IS REQUIRED TO SUBMIT A WRITTEN REQUEST WITH THE REASON FOR ASSISTANCE AND DOLLAR AMOUNT REQUESTED. FINANCIAL ASSISTANCE IS APPROVED WITH A REASON FOR ASSISTANCE AND DOLLAR AMOUNT REQUESTED. FINANCIAL ASSISTANCE APPROVAL THEN IS BASED ON THE RESTRICTED FUNDS' GUIDELINES. EACH EXPENDITURE PER INDIVIDUAL IS THEN TRACKED ON A YEARLY BASIS. THE FUNDS TO UNIVERSITY HEALTH SYSTEM, A RELATED ORGANIZATION, ARE TO SUPPORT VARIOUS PROGRAMS AND DEPARTMENT PURCHASES. DUE TO THE NATURE OF THE FOUNDATION'S RELATIONSHIP TO THE SYSTEM, FORMALLY TRACKING THE USE OF FUNDS IS UNNECESSARY. false false false false false false false false false George B Hernndez Jr SECRETARY/TREASURER, UHS PRESI 808992 185000 12000 27000 7293 1040285 0 Sara Alger PRESIDENT, FOUNDATION 240059 20000 0 17501 11375 288935 0 SCHEDULE J, PART I, LINE 3 ESTABLISHING PRESIDENT COMPENSATION: UNIVERSITY HEALTH SYSTEM, A RELATED ORGANIZATION, DETERMINES THE PRESIDENT'S COMPENSATION. HUMAN RESOURCES ANNUALLY COMPARES THE PRESIDENT'S PAY TO SIMILAR POSITIONS AT OTHER ORGANIZATIONS AND PRESENTS THE INFORMATION TO THE CHIEF HUMAN RESOURCES AND CHIEF EXECUTIVE OFFICERS OF UNIVERSITY HEALTH SYSTEM FOR APPROVAL. X 1 500 fmv X 274708 fmv X 37 36940 fmv X 2 7050 fmv X Toys 28 36826 fmv X gift cards/baskets 79 50945 fmv X Tickets 18 52240 fmv false false false SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 7A PERSONS WITH POWER TO ELECT GOVERNING BODY: THE BEXAR COUNTY HOSPITAL DISTRICT BOARD OF MANAGERS IS THE GOVERNING BODY OF UNIVERSITY HEALTH AND UNIVERSITY HEALTH FOUNDATION. THE BOARD OF MANAGERS HAVE THE EXCLUSIVE POWER TO APPOINT THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS TO ACT ON THEIR BEHALF. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE RETURN IS PREPARED WITH THE ASSISTANCE OF FOUNDATION STAFF AND THEN REVIEWED BY SENIOR STAFF. THEN THE FORM 990 IS PRESENTED TO THE EXECUTIVE AND FINANCE COMMITTEE FOR APPROVAL BEFORE FILING WITH THE IRS. THE RETURN WILL BE MADE AVAILABLE TO THE FULL BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS TO MONITOR COMPLIANCE WITH CONFLICT OF INTEREST POLICY: BOARD MEMBERS, OFFICERS AND STAFF OF THE ORGANIZATION ARE EXPECTED TO EXERCISE ATTENTION, GOOD JUDGMENT, AND PRUDENCE IN THEIR RELATIONSHIPS, OBLIGATIONS AND FINANCIAL INTERESTS, SO THAT PERSONAL GAIN OR BENEFIT DOES NOT CONFLICT WITH THE INTEREST OF THE ORGANIZATION. BOARD MEMBERS, OFFICERS AND STAFF ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE INTEGRITY OFFICER. A POTENTIAL CONFLICT OF INTEREST WILL BE JUDGED BY WHAT A REASONABLE PERSON WOULD DO UNDER THE SAME OR SIMILAR CIRCUMSTANCES, INCLUDING ABSTAINING FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, CHAIR-ELECT, IMMEDIATE PAST CHAIR, SECRETARY-TREASURER AND AT LEAST TWO DIRECTORS APPOINTED BY THE CHAIR. BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE IS EMPOWERED AND HAS THE FULL POWER AND AUTHORITY TO EXERCISE THE POWERS OF THE BOARD OF DIRECTORS IN MANAGEMENT OF THE FOUNDATION. ALL ACTIONS ARE REPORTED TO THE FULL BOARD OF DIRECTORS AT THE NEXT MEETING. 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