2022-07-15T09:06:01-05:00 2021-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2020-09-01 752655008 UT SOUTHWESTERN MONCRIEF CANCER CENTER MONCRIEF CANCER INSTITUTE UTSO 8172889800 400 W MAGNOLIA AVE FORT WORTH TX 76104 MICHAEL SERBER ASSISTANT TREASURER 8172889800 2022-07-10 1 MICHAEL SERBER 999009999 EMILY LANDRY P01614538 8172599100 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MONCRIEF CANCER INSTITUTE MICHAEL SERBER 400 W MAGNOLIA AVE FORT WORTH TX 76104 10388679 0 X WWW.MONCRIEF.COM X 1958 TX TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND THEIR FAMILIES. 4 1 0 5 0 0 8373097 7933296 0 0 66824 65920 2259429 2389463 10699350 10388679 149154 44289 0 0 0 0 0 0 74662 11729004 11819623 11878158 11863912 -1178808 -1475233 36027544 34033245 2685745 1858127 33341799 32175118 X TO BE A LEADER IN OUR COMMUNITY'S EFFORTS TO FIGHT CANCER AND REDUCE ITS BURDEN THROUGHOUT THE CONTINUUM OF CARE SETTING, USING EDUCATION, AWARENESS, PREVENTION, EARLY DETECTION, BEHAVIORAL AND NUTRITIONAL SCIENCES AND RESEARCH. 0 0 3765198 2650 MONCRIEF CANCER INSTITUTE'S BREAST AND CERVICAL CANCER SCREENING PROGRAM OFFERS MAMMOGRAMS, CLINICAL BREAST EXAMS, AND PAP TESTS TO UNDERSERVED/UNINSURED WOMEN. THE PROGRAM HAS A COMPREHENSIVE PATIENT NAVIGATION PROCESS TO ENSURE PATIENTS WITH LIMITED ACCESS ARE ABLE TO OBTAIN THE RECOMMENDED SCREENING. PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO OBTAIN FURTHER STUDIES AND THERAPEUTIC OPTIONS SHOULD THEY BE REQUIRED. MONCRIEF PARTNERS WITH OVER 50 HOSPITALS, CLINICS AND HEALTHCARE PROVIDERS IN MORE THAN 30 COUNTIES ACROSS NORTH TEXAS. DURING THE FISCAL YEAR, THE PROGRAM PROVIDED OVER 5,000 BREAST CANCER SCREENINGS AND 700 CERVICAL CANCER SCREENINGS. 654106 41639 MONCRIEF CANCER INSTITUTE'S SURVIVORSHIP & SUPPORT SERVICES PROVIDES A WIDE RANGE OF SERVICES TO CANCER PATIENTS AND SURVIVORS. THE PROGRAM INCLUDES FERTILITY PRESERVATION, GENETIC COUNSELING, NUTRITION PLANNING AND COOKING CLASSES TO PROMOTE HEALING AND WELLNESS, ONEONONE AND GROUP EXERCISE SESSIONS, PSYCHOLOGISTS & SOCIAL WORKERS TO ASSIST WITH EMOTIONAL AND FINANCIAL CHALLENGES. MONCRIEF CANCER INSTITUTE ALSO HAS A PROGRAM SPECIFICALLY DESIGNED FOR ADOLESCENTS AND YOUNG ADULTS DEALING WITH CANCER. MONCRIEF'S 18WHEELER MOBILE CLINIC IS ABLE TO PROVIDE BREAST CANCER SCREENINGS AND OTHER SUPPORT SERVICES TO THE RURAL UNDERSERVED POPULATION. OVER THE PAST SIX YEARS, MORE THAN 4,000 CANCER PATIENTS AND SURVIVORS HAVE RECEIVED SERVICES THROUGH THESE PROGRAMS. 572928 MONCRIEF CANCER INSTITUTE'S COLORECTAL CANCER SCREENING PROGRAM IS AVAILABLE AT NO COST FOR INDIVIDUALS WHO ARE UNDERSERVED/UNINSURED AND MEET THE CLINICAL ELIGIBILITY REQUIREMENTS. PATIENTS ARE MAILED AN AT-HOME COLON CANCER SCREENING TEST. PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO OBTAIN A COLONOSCOPY. MONCRIEF PARTNERS WITH HOSPITALS, CLINICS AND HEALTHCARE PROVIDERS IN MORE THAN 20 COUNTIES ACROSS NORTH TEXAS. DURING THE FISCAL YEAR, MORE THAN 7,500 AT-HOME COLON CANCER SCREENING TESTS WERE MAILED, AND OVER 100 PATIENTS HAD COLONOSCOPIES COMPLETED. 4611115 MONCRIEF CANCER INSTITUTE'S LUNG CANCER SCREENING PROGRAM IS REFERRAL-BASED FOR INDIVIDUALS WHO ARE UNDERSERVED/UNINSURED AND MEET THE CLINICAL ELIGIBILITY REQUIREMENTS IN THE 17-COUNTY REGION. PATIENTS ARE PROVIDED SCREENING AND FOLLOW-UP CARE, SUPPORTED BY TELEPHONE-BASED NAVIGATION, TOBACCO CESSATION EDUCATION AND COUNSELING. DURING THE FISCAL YEAR, OVER 300 PATIENTS WERE SCREENED. IN ADDITION TO THESE PROGRAMS, THE ORGANIZATION RUNS SEVERAL OTHER MEDICAL PROGRAMS TO SERVE SURROUNDING COMMUNITIES. 4611115 9603347 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 97 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KEITH ARGENBRIGHT MD 8172889800 400 W MAGNOLIA AVE FORT WORTH TX 76104 MACK MITCHELL MD PRESIDENT AND CHAIRMAN 1.00 40.00 X X 0 635202 38906 ARNIM DONTES SECRETARY AND TREASURER 1.00 40.00 X X 0 1187770 44602 CARLOS ARTEAGA MD DIRECTOR 1.00 40.00 X 0 876675 81746 KIT MONCRIEF DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL SERBER ASSISTANT TREASURER 1.00 40.00 X 0 443469 44602 KEITH ARGENBRIGHT MD MEDICAL DIRECTOR FOR MCI 1.00 40.00 X 0 435193 38906 0 3578309 248762 0 0 1 0 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 MEDICAL SERVICES 763310 ROSE IMAGING SPECIALISTS PA PO BOX 203268 DALLAS TX 75320 MEDICAL SERVICES 242920 CLEBURNE OBSTETRICS & GYNECOLOGY ASSOCIA 505 N RIDGEWAY DR 160 CLEBURNE TX 76033 MEDICAL SERVICES 145760 COLUMBIA MEDICAL CENTER OF TEXAS SUBSID PO BOX 406310 ATLANTA GA 30384 MEDICAL SERVICES 109797 KELLY HART & HALLMAN LLP 201 MAIN ST 2500 FORT WORTH TX 76102 LEGAL SERVICES 106916 6 4262803 3670493 7933296 65920 65920 227 227 2389236 0 2389236 2389236 2389236 10388679 0 0 2455383 X 2650 2650 41639 41639 47960 47960 148715 96665 52050 63078 63078 8545795 7401412 1072207 72176 124734 105503 17091 2140 213259 160294 52819 146 151012 106013 44999 668031 439769 228262 14813 9614 5199 1508701 980656 528045 117460 76349 41111 AUTO EXPENSES 72687 71831 856 0 MISCELLANEOUS 65333 41255 23878 200 MEDICAL SUPPLIES 56311 56311 CERTIFICATIONS & CONTIN 21734 13386 8348 11863912 9603347 2185903 74662 1241883 1252481 866187 858168 56176 86275 47688882 20503570 28663711 27185312 5199587 4651009 36027544 34033245 2573444 1697184 112301 160943 2685745 1858127 X 31652610 30177377 1689189 1997741 33341799 32175118 36027544 34033245 -1475233 308552 0 X 0 1 X 0 1 1 X X 1 UT SOUTHWESTERN MEDICAL CENTER 756002868 6 1 6680780 0 1 6680780 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 518965 0 1689189 308552 1997741 1567922 121267 1689189 1659170 -91248 1567922 1563838 95332 1659170 1460569 103269 1563838 1.00000 0 0 4285018 4285018 41100052 18751471 22348581 1308922 1276175 32747 994890 475924 518966 27185312 BENEFICIAL INTEREST IN PERPETUAL TRUST 1997741 DUE FROM MONCRIEF CANCER FOUNDATION 1984794 ACCOUNTS RECEIVABLE - RELATED PARTY 668474 4651009 X 10697231 308552 308552 10388679 0 10388679 11863912 0 11863912 0 11863912 PART X, LINE 2: MONCRIEF IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE, AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY MONCRIEF AND RECOGNIZE A TAX LIABILITY IF MONCRIEF HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY MONCRIEF AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS, MONCRIEF IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 ASSISTANCE FOR INDIGENT CARE 82 41639 0 0 0 0 0 0 0 0 0 ARNIM DONTES SECRETARY AND TREASURER 0 623348 0 197401 0 367021 0 24225 0 20377 0 1232372 0 0 CARLOS ARTEAGA MD DIRECTOR 0 732755 0 143200 0 720 0 61369 0 20377 0 958421 0 0 MACK MITCHELL MD PRESIDENT AND CHAIRMAN 0 455452 0 178900 0 850 0 24225 0 14681 0 674108 0 0 MICHAEL SERBER ASSISTANT TREASURER 0 309749 0 133000 0 720 0 24225 0 20377 0 488071 0 0 KEITH ARGENBRIGHT MD MEDICAL DIRECTOR FOR MCI 0 415193 0 20000 0 0 0 24225 0 14681 0 474099 0 0 ARNIM DONTES AND MICHAEL SERBER OFFICER - UT SOUTHWESTERN MONCRIEF CANCER CTR & UT SOUTHWESTERN MEDICAL C 6680780 MONCRIEF CANCER INSTITUTE HAS TRANSACTIONS WITH UT SOUTHWESTERN AS PART OF THE MASTER SERVICES AGREEMENT FOR SHARING OF EMPLOYEES AND OTHER RESOURCES RELATED TO INFORMATION RESOURCES, IT, ADVERTISING & PRINTING, CONSULTING AND MANAGEMENT. ARNIM DONTES AND MICHAEL SERBER ARE OFFICERS OF UT SOUTHWESTERN AND OFFICERS & DIRECTORS OF MONCRIEF CANCER INSTITUTE. 0 FORM 990, PART VI, SECTION A, LINE 6 DR. PODOLSKY, AS PRESIDENT OF UT SOUTHWESTERN, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DR. PODOLSKY, IN HIS CAPACITY AS MEMBER, HAS THE SOLE AUTHORITY TO APPOINT DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MICHAEL SERBER, ASSISTANT TREASURER, AND ARNIM E. DONTES, SECRETARY AND TREASURER, BEFORE SUBMISSION TO DR. MACK MITCHELL, PRESIDENT AND CHAIRMAN, FOR REVIEW. ALL BOARD MEMBERS CAN REQUEST A COPY OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C MONCRIEF CANCER INSITUTE FOLLOWS THE WRITTEN CONFLICT OF INTEREST POLICY OF UT SOUTHWESTERN WHICH REQUIRES THE DIRECTORS AND OFFICERS TO SIGN CONFLICT OF INTEREST STATEMENTS WHICH ARE THEN REVIEWED BY THE BOARD. ANYONE WITH A CONFLICT IS RECUSED FROM DISCUSSION AND VOTING ON THE TRANSACTION, WITH THE CONFLICT BEING DOCUMENTED IN THE MINUTES. THE CONFLICT OF INTEREST STATEMENTS ARE A PART OF THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,022,016. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,022,016. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,671. MANAGEMENT AND GENERAL EXPENSES 21,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,421. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 17,061. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,061. BENEFITS: PROGRAM SERVICE EXPENSES 1,222,968. MANAGEMENT AND GENERAL EXPENSES 147,363. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,370,331. ADMIN SERVICE FEE: PROGRAM SERVICE EXPENSES 414,399. MANAGEMENT AND GENERAL EXPENSES 56,956. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 471,355. LEASED EMPLOYEES WAGES: PROGRAM SERVICE EXPENSES 3,622,610. MANAGEMENT AND GENERAL EXPENSES 824,425. FUNDRAISING EXPENSES 72,176. TOTAL EXPENSES 4,519,211. CONSULTING: PROGRAM SERVICE EXPENSES 71,694. MANAGEMENT AND GENERAL EXPENSES 15,575. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,269. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 24,244. MANAGEMENT AND GENERAL EXPENSES 6,138. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,382. PATIENT SUPPORT: PROGRAM SERVICE EXPENSES 4,749. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,749. MONCRIEF CANCER FOUNDATION 5323 HARRY HINES BLVD DALLAS TX 75390 752429817 ORGANIZED AND OPERATED FOR THE BENEFIT OF UT SOUTHWESTERN MEDICAL CENTER. TX 501(C)(3) 509(A)(3) 0 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 HIGHER EDUCATION, RESEARCH, AND PROVISION OF MEDICAL CARE. TX 501(C)(3) LINE 6 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 MONCRIEF CANCER FOUNDATION C 3686537 FMV UT SOUTHWESTERN MEDICAL CENTER J 1243829 FMV UT SOUTHWESTERN MEDICAL CENTER N 191887 FMV UT SOUTHWESTERN MEDICAL CENTER O 6488893 FMV UT SOUTHWESTERN MEDICAL CENTER S 576266 FMV