UNIVERSITY HEALTH SYSTEM FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY HEALTH SYSTEM FOUNDATION (EIN 74-2335396)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349305228
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T17:31:22-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14241 DALLAS PARKWAY SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742335396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Health System Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROE GARRETT | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2103589860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4502 Medical Drive MS 1-2 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE B HERNANDEZ JR | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2103589860 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75465920203175000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6DC67285703F2F1E942BD1D04545DED44F7CE102 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB976710118F518B8933A72D91D1D85239D99EDA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LENI KIRKMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4502 MEDICAL DRIVE MS 1-2 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,970,001 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BUILDINGLIFELINES.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION WAS INCORPORATED AS A NON-PROFIT CORPORATION TO SOLICIT, RECEIVE, AND MAINTAIN FUNDS EXCLUSIVELY FOR SUPPORT OF THE UNIVERSITY HEALTH SYSTEM MISSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,508,282 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,536,762 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $159,020 | PYInvestmentIncomeAmt |
| CY Investment Income | $222,712 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$41,850 | PYOtherRevenueAmt |
| CY Other Revenue | $67,732 | CYOtherRevenueAmt |
| PY Total Revenue | $1,625,452 | PYTotalRevenueAmt |
| CY Total Revenue | $1,827,206 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $530,607 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,139,972 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $58,462 | PYOtherExpensesAmt |
| CY Other Expenses | $0 | CYOtherExpensesAmt |
| PY Total Expenses | $589,069 | PYTotalExpensesAmt |
| CY Total Expenses | $1,139,972 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,036,383 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $687,234 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,841,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,711,107 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $170,331 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,794,945 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,540,776 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY HEALTH SYSTEM FOUNDATION IS A LIFELINE OF SUPPORT TO UNIVERSITY HEALTH SYSTEM, BY INSPIRING DONORS TO PARTICIPATE IN ADVANCING EXTRAORDINARY AND COMPASSIONATE CARE TO PATIENTS, EMPLOYEES AND THE GREATER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,139,972 | ExpenseAmt |
| Grant | $1,139,972 | GrantAmt |
| Desc | The mission of the University Health System (UHS) 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 the UHS 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. | Desc |
| Total Program Service Expenses | $1,139,972 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROE GARRETT | PersonNm |
| Phone | 2103589860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4502 MEDICAL DRIVE MS 1-2 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| GEORGE B HERNANDEZ JR | |||||||
| SECRETARY/TREASURER | 1.0 | 40.0 | Yes (X) | Yes (X) | $0 | $868,273 | $7,301 |
| LOURDES CASTRO RAMIREZ | |||||||
| PRESIDENT, UHS FOUNDATION | 40.0 | 0.0 | Yes (X) | $0 | $241,001 | $9,879 | |
| JAMES ADAMS | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| JANIE BARRERA | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| JULIE BEDINGFIELD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEANNE BENNETT | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN H CALHOON MD | |||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA ELLIOTT | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HENRY FELDMAN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JASON FRASER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FRANK GARZA | |||||||
| CHAIR, Ed Committee Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| YVONNE GONZALES | |||||||
| SPECIAL EVENTS COMMITTEE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J RANDOLPH HARIG | |||||||
| CHAIR-ELECT | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALBERT W HARTMAN III | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES C HASSLOCHER | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT HROMAS MD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LARRY KURTH | |||||||
| DIRECTOR, IMMEDIATE PAST CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GERALD LEE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| J RICK LEWIS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOE EARL LINSON | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOE C MCKINNEY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PAMELA OTTO MD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| T JOHN PARSI DDS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN J PRITCHARD | |||||||
| INVESTMENT COMMITTEE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM REED | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NORMA R REYES | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KARLA WENTWORTH | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RENEE A YANTA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,109,274 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,180 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $431,242 | FundraisingAmt |
| All Other Contributions | $1,105,520 | AllOtherContributionsAmt |
| Total Contributions | $1,536,762 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $222,712 | TotalRevenueColumnAmt |
| Exclusion | $222,712 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $210,527 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $431,242 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $142,795 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,732 | TotalRevenueColumnAmt |
| Exclusion | $67,732 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,827,206 | TotalRevenueColumnAmt |
| Exclusion | $290,444 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,346 | TotalAmt |
| Program Services | $893,346 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,626 | TotalAmt |
| Program Services | $246,626 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,972 | TotalAmt |
| Program Services | $1,139,972 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,700 | BOYAmt |
| EOY | $59,562 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,878 | BOYAmt |
| EOY | $1,938,127 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,516 | BOYAmt |
| EOY | $462,456 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,924 | BOYAmt |
| EOY | $78,024 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,542 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,913,596 | BOYAmt |
| EOY | $7,159,189 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,578 | BOYAmt |
| EOY | $13,749 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,841,734 | BOYAmt |
| EOY | $9,711,107 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,789 | BOYAmt |
| EOY | $83,307 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $87,024 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,789 | BOYAmt |
| EOY | $170,331 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,260,444 | BOYAmt |
| EOY | $2,559,905 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,534,501 | BOYAmt |
| EOY | $6,980,871 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,794,945 | BOYAmt |
| EOY | $9,540,776 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,841,734 | BOYAmt |
| EOY | $9,711,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $687,234 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58,597 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $679,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $779,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $570,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,508,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,536,762 | CurrentTaxYearAmt |
| Total | $5,074,485 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $679,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $779,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $570,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,508,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,536,762 | CurrentTaxYearAmt |
| Total | $5,074,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,236 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,052,249 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,712 | CurrentTaxYearAmt |
| Total | $465,940 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $340,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $409,335 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,527 | CurrentTaxYearAmt |
| Total | $1,389,427 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,929,852 | TotalSupportAmt |
| Public Support CY170 | 0.72906 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $338,190 | BeginningYearBalanceAmt |
| Contributions | $65,681 | ContributionsAmt |
| End Year Balance | $403,871 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $330,105 | BeginningYearBalanceAmt |
| Contributions | $2,532 | ContributionsAmt |
| Investment Earnings Or Losses | $6,097 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $544 | OtherExpendituresAmt |
| End Year Balance | $338,190 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $322,770 | BeginningYearBalanceAmt |
| Contributions | $5,678 | ContributionsAmt |
| Investment Earnings Or Losses | $1,657 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $330,105 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $298,591 | BeginningYearBalanceAmt |
| Contributions | $23,099 | ContributionsAmt |
| Investment Earnings Or Losses | $1,080 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $322,770 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,268 | BeginningYearBalanceAmt |
| Contributions | $1,123 | ContributionsAmt |
| Investment Earnings Or Losses | $200 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $298,591 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO UHS | Desc |
| Amt | $87,024 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $87,024 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,941,599 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $58,597 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $913,001 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $971,598 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,970,001 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$142,795 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$142,795 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,827,206 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,195,768 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $913,001 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $142,795 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,055,796 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,139,972 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,139,972 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XI, LINE 4B | Reconciliation of revenue per Audited Financial Statements WITH RETURN: direct fundraising expense ($142,795) |
| SCHEDULE D, PART XII, LINE 2D | Reconciliation of EXPENSE per Audited Financial Statements WITH RETURN: direct fundraising expense $142,795 |
| 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MEDICAL MIRACLE | Event1Nm |
| Gross Receipts Event1 | $519,675 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $373,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $146,325 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,026 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $75,368 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $802 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,750 | OtherDirectExpensesEvent1Amt |
| Event2 | WALL OF HONOR | Event2Nm |
| Gross Receipts Event2 | $93,223 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $53,400 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $39,823 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,993 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $20,597 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,038 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $28,871 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,492 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,379 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $75 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,587 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $9,559 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $641,769 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $431,242 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $210,527 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,094 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $99,552 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $802 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,347 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $142,795 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $67,732 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Health System | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4502 Medical Drive MS 1-2 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 746002164 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $893,346 | CashGrantAmt |
| Purpose Of Grant | Supoort Various Programs & Dept | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (18 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| ERIC HERNANDEZ SCHOLARSHIP | 2 | $1,400 | BOOK | ||
| PEDI HEM/ONCOLOGY FUND | 12 | $1,367 | BOOK | ||
| AIDS/HIV FUND | 120 | BOOK | $1,200 | CLOTHES, TOILETRIES | |
| BLAIR REEVES REHABILITATION FUND | 1 | BOOK | $255 | VOICE PROSTHESIS | |
| BLAIR REEVES REHABILITATION FUND | 1 | $700 | BOOK | ||
| SPECIAL PROJECTS FUND | 169 | $9,959 | BOOK | ||
| TEXAS DIABETES INSTITUTE FUND | 1 | $949 | BOOK | ||
| PHARMACOTHERAPY FUND | 20 | $10,222 | BOOK | ||
| INJURY PREVENTION FUND | 466 | BOOK | $28,464 | CAR SEATS | |
| OUR SONS & DAUGHTERS SCHOLARSHIP | 16 | $32,000 | BOOK | ||
| NURSING SCHOLARSHIP FUND | 25 | $59,634 | BOOK | ||
| PEDI TRAUMA & BURN FUND | 18 | BOOK | $13,019 | COMPRESSION GARMENTS | |
| OUTPATIENT RENAL DIALYSIS FUND | 3 | $1,858 | BOOK | ||
| CANCER CARE FUND | 1 | $560 | BOOK | ||
| CHILDREN'S HEALTH FUND | 80 | $3,020 | BOOK | ||
| CENTER FOR NURSING EXCELLENCE FUND | 2 | $1,395 | BOOK | ||
| GENERAL UNRESTRICTED FUND | 17 | $4,774 | BOOK | ||
| GENERAL UNRESTRICTED FUND | 14649 | BOOK | $75,850 | WHEELCHAIR,BP MONIT. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE B HERNANDEZ JR | ||||||||||||
| SECRETARY/TREASURER | $0 | $729,244 | $0 | $100,000 | $0 | $39,029 | $0 | $0 | $0 | $7,301 | $0 | $875,574 |
| LOURDES CASTRO RAMIREZ | ||||||||||||
| PRESIDENT, UHS FOUNDATION | $0 | $201,642 | $0 | $25,000 | $0 | $14,359 | $0 | $6,462 | $0 | $3,417 | $0 | $250,880 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ESTABLISHING PRESIDENT COMPENSATION: THE UNIVERSITY HEALTH SYSTEM, A RELATED ORGANIZATION, DETERMINES THE PRESIDENT'S COMPENSATION. HR ANNUALLY COMPARES THE PRESIDENT'S PAY TO SIMILAR POSITIONS AT OTHER ORGANIZATIONS AND PRESENTS THE INFORMATION TO THE CHIEF ADMINISTRATIVE AND CHIEF EXECUTIVE OFFICERS OF UNIVERSITY HEALTH SYSTEM FOR APPROVAL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 System. The Board of Managers have the exclusive power to appoint the members of the Foundations 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 after 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. |
| FORM 990, PART VI, SECTION A, LINE 4 | CHANGES TO GOVERNING DOCUMENTS: THE BYLAWS WERE AMENDED APRIL 2019. THE AMENDED BYLAWS INTRODUCED AN EMERITUS BOARD. THIS BOARD MAY BE ESTABLISHED BY THE MAJORITY VOTE OF THE BOARD OF DIRECTORS TO SUPPORT THE MISSION OF THE FOUNDATION. THE BOARD MEMBERS WILL SERVE 3-YEAR TERMS AND THERE SHALL BE NO LIMIT ON THE NUMBER OF TERMS A MEMBER MAY SERVE. AN EMERITUS BOARD MEMBER IS ALLOWED TO ATTEND MEETINGS IN A NON-VOTING CAPACITY AND PROVIDE FEEDBACK TO THE BOARD OF DIRECTORS. HOWEVER, NO DUTIES OR ATTENDANCE SHALL BE REQUIRED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY HEALTH SYSTEM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4502 MEDICAL DRIVE MS 1-2 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746002164 | EIN |
| Primary Activities | HEALTH SVCS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 3 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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