2022-11-14T14:46:39-06:00 2021-12-31 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2021-01-01 742335396 University Health System Foundation % ROE GARRETT UNIV 2103589860 4502 Medical Drive MS 1-2 San Antonio TX 78229 GEORGE B HERNANDEZ JR SECRETARY/TREASURER 2103589860 2022-11-15 true george b hernandez 999009999 Jeanette Verrelli P00742631 9727028262 2022-11-15 3 2021 2022-09-23 18:48:47Z UNIVERSITY HEALTH FOUNDATION SARA ALGER 4502 MEDICAL DRIVE MS 1-2 SAN ANTONIO TX 78229 16013435 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. 24 23 0 24 0 0 2336969 14427630 0 0 107694 61111 0 -2511 2444663 14486230 1497243 966686 0 0 0 0 0 0 0 0 0 1497243 966686 947420 13519544 10543723 23988285 29602 8556 10514121 23979729 UNIVERSITY HEALTH SYSTEM FOUNDATION IS A LIFELINE OF SUPPORT TO UNIVERSITY HEALTH, BY INSPIRING DONORS TO PARTICIPATE IN ADVANCING EXTRAORDINARY AND COMPASSIONATE CARE TO PATIENTS, EMPLOYEES AND THE GREATER COMMUNITY. false false 966686 966686 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. 966686 true true false false false false false false false true false false false false false false true true false false false false false false true false false true true true false false false false false false false false true false 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 24 23 false false false false false true false true true false false true true true true true true false false false X ROE GARRETT 2103589860 4502 MEDICAL DRIVE MS 1-2 SAN ANTONIO TX 78229 GEORGE B HERNANDEZ JR SECRETARY/TREASURER, UHS PRESI 1.0 40.0 X X 0 980852 32477 SARA ALGER PRESIDENT, FOUNDATION 1.0 40.0 X 0 249003 13565 JAMES ADAMS 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 IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 YVONNE GONZALES CHAIR-ELECT 1.0 0.0 X X 0 0 0 J RANDOLPH HARIG 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 ROBERT HROMAS MD 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 J RICK LEWIS DIRECTOR 1.0 0.0 X 0 0 0 JOE EARL LINSON SPECIAL EVENTS COMMITTEE CHAIR 1.0 0.0 X X 0 0 0 PAMELA OTTO MD DIRECTOR 1.0 0.0 X 0 0 0 MAHENDRA PATEL MD DIRECTOR 1.0 0.0 X 0 0 0 STEVEN J PRITCHARD INVESTMENT COMMITTEE CHAIR 1.0 0.0 X 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 RENEE A YANTA DIRECTOR 1.0 0.0 X 0 0 0 0 1229855 46042 0 false true false 0 371406 14056224 162881 14427630 0 55873 55873 0 0 0 0 0 1529932 1524694 5238 5238 5238 0 371406 2511 -2511 -2511 0 0 0 0 0 0 0 14486230 58600 848543 848543 118143 118143 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 966686 966686 0 0 139195 91710 2772683 6601538 265045 9827880 48395 171515 0 0 0 0 0 0 0 0 0 0 0 0 7285139 7292529 0 0 0 0 0 0 33266 3113 10543723 23988285 29602 8556 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29602 8556 X 2895606 2948305 7618515 21031424 10514121 23979729 10543723 23988285 13519544 -53936 X false true X true false X 570696 1508282 1536762 2336969 14427630 20380339 0 0 570696 1508282 1536762 2336969 14427630 20380339 8453757 11926582 56566 159274 222712 107694 55873 602119 0 409335 88220 210527 708082 21690540 0.54985 0.79577 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 401293 62 -4 346 401005 403871 1796 290 4664 401293 338190 65681 403871 330105 2532 6097 544 338190 322770 5678 1657 330105 1.00000 false false 15633535 -53936 1198730 1144794 14488741 -2511 -2511 14486230 2167927 1198730 2511 1201241 966686 966686 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE INCOME FROM THE 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. 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 $(2,511) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIALS WITH RETURN: DIRECT FUNDRAISING EXPENSES $ 2,511 MEDICAL MIRACLE 371406 371406 345 2166 0 371406 371406 345 2166 2511 -2511 true University Health System 4502 Medical Drive MS 1-2 San Antonio TX 78229 746002164 501(c)(3) 685662 162881 FMV food/household/etc. support various programs & Dept. 1 ERIC HERNANDEZ SCHOLARSHIP 3 1500 transplant endowment 2 345 OUR SONS & DAUGHTERS SCHOLARSHIP 15 15000 NURSING SCHOLARSHIP FUND 33 75138 PEDI TRAUMA & BURN FUND 3 3200 BOOK medical equipment CENTER FOR NURSING EXCELLENCE FUND 3 5817 Blair Reeves - Education 1 750 Blair Reeves Rehabilitation Fund 3 9722 BOOK medical equipment Gen Fund-Emergency Employee Asst 5 3750 Pharmacotherapy 11 2470 SP-Pedi Palliative Care 3 450 BOOK counseling services 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 HERNANDEZ JR SECRETARY/TREASURER, UHS PRESI 0 798390 0 170000 0 12462 0 26000 0 6477 0 1013329 SARA ALGER PRESIDENT, FOUNDATION 0 248869 0 0 0 134 0 6154 0 7411 0 262568 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 86130 fmv X 43 29291 fmv X 4 14735 fmv X Toys 37 23025 fmv X gift cards/baskets 15 9700 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. THE BOARD OF MANAGERS HAVE THE EXCLUSIVE POWER TO APPOINT THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. 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, VICE 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. UNIVERSITY HEALTH SYSTEM 4502 MEDICAL DRIVE MS 1-2 SAN ANTONIO TX 78229 746002164 HEALTH SVCS TX 501(C)(3) 3 NA false false true false false false false false false false false false false false false false true false true false