2020-11-12T17:31:22-06:00 2019-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2019-01-01 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 2020-11-16 true Jeanette Verrelli P00742631 9727028262 167.68.126.162 75465920203175000001 2020-11-12 P 6DC67285703F2F1E942BD1D04545DED44F7CE102 EB976710118F518B8933A72D91D1D85239D99EDA 2019 2021-01-29 14:40:06Z X LENI KIRKMAN 4502 MEDICAL DRIVE MS 1-2 SAN ANTONIO TX 78229 1970001 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 SYSTEM MISSION. 27 26 0 27 0 0 1508282 1536762 0 0 159020 222712 -41850 67732 1625452 1827206 530607 1139972 0 0 0 0 0 0 0 58462 0 589069 1139972 1036383 687234 8841734 9711107 46789 170331 8794945 9540776 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. false false 1139972 1139972 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. 1139972 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 false 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 27 26 false false true false false true false true true false false false 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 1.0 40.0 X X 0 868273 7301 LOURDES CASTRO RAMIREZ PRESIDENT, UHS FOUNDATION 40.0 0.0 X 0 241001 9879 JAMES ADAMS DIRECTOR 1.0 1.0 X 0 0 0 JANIE BARRERA DIRECTOR 1.0 1.0 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 JOHN H CALHOON MD VICE CHAIR 1.0 0.0 X X 0 0 0 LINDA ELLIOTT DIRECTOR 1.0 0.0 X 0 0 0 HENRY FELDMAN DIRECTOR 1.0 0.0 X 0 0 0 JASON FRASER DIRECTOR 1.0 0.0 X 0 0 0 FRANK GARZA CHAIR, Ed Committee Chair 1.0 0.0 X X 0 0 0 YVONNE GONZALES SPECIAL EVENTS COMMITTEE CHAIR 1.0 0.0 X X 0 0 0 J RANDOLPH HARIG CHAIR-ELECT 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 1.0 X 0 0 0 ROBERT HROMAS MD DIRECTOR 1.0 0.0 X 0 0 0 LARRY KURTH DIRECTOR, IMMEDIATE PAST CHAIR 1.0 0.0 X 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 DIRECTOR 1.0 0.0 X 0 0 0 JOE C MCKINNEY DIRECTOR 1.0 0.0 X 0 0 0 PAMELA OTTO MD DIRECTOR 1.0 0.0 X 0 0 0 T JOHN PARSI DDS 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 KARLA WENTWORTH DIRECTOR 1.0 0.0 X 0 0 0 RENEE A YANTA DIRECTOR 1.0 0.0 X 0 0 0 0 1109274 17180 0 false true false 0 431242 1105520 1536762 0 222712 222712 0 0 0 0 0 0 210527 431242 142795 67732 67732 0 0 0 0 0 0 0 1827206 290444 893346 893346 246626 246626 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 1139972 1139972 0 0 216700 59562 1122878 1938127 366516 462456 56924 78024 0 0 0 0 0 0 0 0 33542 0 0 0 6913596 7159189 0 0 0 0 0 0 131578 13749 8841734 9711107 46789 83307 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 87024 46789 170331 X 2260444 2559905 6534501 6980871 8794945 9540776 8841734 9711107 687234 58597 X false true X true false X 679290 779455 570696 1508282 1536762 5074485 0 0 679290 779455 570696 1508282 1536762 5074485 22236 5052249 312 27076 56566 159274 222712 465940 0 341074 340271 409335 88220 210527 1389427 6929852 0.72906 0.70900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 338190 65681 403871 330105 2532 6097 544 338190 322770 5678 1657 330105 298591 23099 1080 322770 297268 1123 200 298591 1.00000 false false 0 DUE TO UHS 87024 87024 2941599 58597 913001 971598 1970001 -142795 -142795 1827206 2195768 913001 142795 1055796 1139972 1139972 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. MEDICAL MIRACLE 519675 373350 146325 11026 75368 802 14750 WALL OF HONOR 93223 53400 39823 1993 20597 5038 2 28871 4492 24379 75 3587 9559 641769 431242 210527 13094 99552 802 29347 142795 67732 true University Health System 4502 Medical Drive MS 1-2 San Antonio TX 78229 746002164 501(C)(3) 893346 Supoort Various Programs & Dept 1 ERIC HERNANDEZ SCHOLARSHIP 2 1400 BOOK PEDI HEM/ONCOLOGY FUND 12 1367 BOOK AIDS/HIV FUND 120 1200 BOOK CLOTHES, TOILETRIES BLAIR REEVES REHABILITATION FUND 1 255 BOOK VOICE PROSTHESIS BLAIR REEVES REHABILITATION FUND 1 700 BOOK SPECIAL PROJECTS FUND 169 9959 BOOK TEXAS DIABETES INSTITUTE FUND 1 949 BOOK PHARMACOTHERAPY FUND 20 10222 BOOK INJURY PREVENTION FUND 466 28464 BOOK CAR SEATS OUR SONS & DAUGHTERS SCHOLARSHIP 16 32000 BOOK NURSING SCHOLARSHIP FUND 25 59634 BOOK PEDI TRAUMA & BURN FUND 18 13019 BOOK COMPRESSION GARMENTS OUTPATIENT RENAL DIALYSIS FUND 3 1858 BOOK CANCER CARE FUND 1 560 BOOK CHILDREN'S HEALTH FUND 80 3020 BOOK CENTER FOR NURSING EXCELLENCE FUND 2 1395 BOOK GENERAL UNRESTRICTED FUND 17 4774 BOOK GENERAL UNRESTRICTED FUND 14649 75850 BOOK WHEELCHAIR,BP MONIT. 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 0 729244 0 100000 0 39029 0 0 0 7301 0 875574 LOURDES CASTRO RAMIREZ PRESIDENT, UHS FOUNDATION 0 201642 0 25000 0 14359 0 6462 0 3417 0 250880 SCHEDULE J, PART I, LINE 3 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. 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. 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