2019-10-14T16:20:22-05:00 2018-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2018-01-01 742335396 University Health System Foundation % ROE GARRETT UNIV 2103589860 903 West Martin Street MS 1-2 San Antonio TX 78207 GEORGE B HERNANDEZ JR SECRETARY/TREASURER 2103589860 2019-11-15 true Jeanette Verrelli P00742631 9727028262 167.68.126.162 75465920192875000104 2019-10-14 P 80670A14C6468D168B9E769A7431E986E5434AB9 EB976710118F518B8933A72D91D1D85239D99EDA 2018 2020-01-14 16:20:31Z Lourdes Castro Ramirez 903 WEST MARTIN ST MS 1-2 SAN ANTONIO TX 78207 3569361 false X UNIVERSITYHEALTHSYSTEM.COM/SUPPORT-OUR-MISSIO X 1984 TX UHS FOUNDATION WAS INCORPORATED AS A NON-PROFIT CORPORATION TO SOLICIT, RECEIVE, & MAINTAIN FUNDS EXCLUSIVELY FOR UHS AND THE COMMUNITY IT SERVES. 26 25 0 25 0 0 570696 1508282 0 0 56566 159020 279549 -41850 906811 1625452 114517 530607 0 0 0 0 0 0 0 228040 58462 342557 589069 564254 1036383 7882865 8841734 83426 46789 7799439 8794945 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 589069 530607 THE FOUNDATION WAS INCORPORATED AS A NON-PROFIT CORPORATION TO SOLICIT, RECEIVE, AND MAINTAIN FUNDS EXCLUSIVELY FOR UNIVERSITY HEALTH SYSTEM (UHS), AND THE COMMUNITY IT SERVED. FUNDS ARE AVAILABLE FOR CHILD SAFETY SEATS, CONFERENCES, SEMINARS, CONTINUING EDUCATION, EDUCATION SCHOLARSHIPS, EQUIPMENT PURCHASES AND RENOVATIONS, AND PATIENT PROGRAMS FOR UNIVERSITY HEALTH SYSTEM. 589069 true true false false false false false false false true false false false false false false true false 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 26 25 false false false false false true false true true false false false true true true true true false false false X ROE GARRETT 2103589860 903 WEST MARTIN ST MS 1-2 SAN ANTONIO TX 78207 JAMES ADAMS director 1.0 0.0 X 0 0 0 JANIE BARRERA 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 1.0 0.0 X X 0 0 0 YVONNE GONZALES SPECIAL EVENTS COMMITTEE CHAIR 1.0 0.0 X X 0 0 0 RANDY 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 0.0 X 0 0 0 ROBERT HROMAS MD director 1.0 0.0 X 0 0 0 LARRY KURTH IMMEDIATE PAST CHAIR 1.0 0.0 X 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 JANICE RICKS 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 GEORGE B Hernandez JR SECRETARY/TREASURER 1.0 40.0 X X 0 832001 62134 LOURDES CASTRO RAMIREZ FOUNDATION PRESIDENT 40.0 1.0 X 0 229009 16867 0 1061010 79001 0 false true false 0 447370 1060912 1508282 0 159274 159274 0 0 0 0 0 1813585 1813839 -254 -254 -254 88220 447370 130070 -41850 -41850 0 0 0 0 0 0 0 1625452 117170 291306 291306 239301 239301 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 BAD DEBT EXPENSE 58462 58462 589069 589069 0 0 4933325 216700 0 1122878 246220 366516 198487 56924 0 0 0 0 0 0 0 0 0 33542 0 0 0 6913596 2494833 0 0 0 0 0 10000 131578 7882865 8841734 83426 46789 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 83426 46789 X 1829461 2301660 5639873 6243285 330105 250000 7799439 8794945 7882865 8841734 1036383 -40877 X false true X true false X X 1 UNIVERSITY HEALTH SYSTEM 746002164 3 true 291306 297763 1 291306 297763 true false false false false false false false false false false false false false false true false 330105 2532 6097 544 338190 322770 5678 1657 330105 298591 23099 1080 322770 297268 1123 200 298591 293740 3497 31 297268 1.00000 false false 2404081 -40877 747898 -58462 648559 1755522 -130070 -130070 1625452 1408575 747898 130070 877968 530607 58462 58462 589069 Schedule D, Part XI, Line 2D Reconciliation of Revenue per Audited Financial Statements with Return: BAD DEBT EXPENSE $(58,462) SCHEDULE D, PART XI, LINE 4B Reconciliation of revenue per Audited Financial Statements WITH RETURN: direct fundraising expense ($130,070) Schedule D, Part XII, Line 2D Reconciliation of EXPENSE per Audited Financial Statements WITH RETURN: direct fundraising expense $130,070 Schedule D, Part XII, Line 4B Reconciliation of EXPENSE per Audited Financial Statements with Return: BAD DEBT EXPENSE $58,462 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 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. MEDICAL MIRACLE 441626 371826 69800 744 10401 76889 725 4419 WALL OF HONOR 49671 38751 10920 3290 13627 1540 4 44293 36793 7500 2000 7138 9297 535590 447370 88220 2744 20829 90516 725 15256 130070 -41850 true UNIVERSITY HEALTH SYSTEM 4502 MEDICAL DRIVE SAN ANTONIO TX 78229 746002164 501(C)(3) 291306 various programs & department support 1 GENERAL UNRESTRICTED 3330 73500 ERIK HERNANDEZ SCHOLARSHIP 2 1000 AIDS/HIV 110 1100 book value BLANKETS, TOILETRIES PEDI HEMOTOLOGY/ONCOLOGY 12 1367 BLAIR REEVES 7 1245 SPECIAL PROJECTS 8 5917 0 TEXAS DIABETES INSTITUTE 10 13397 PHARMACOTHERAPY 18 15033 OUR SONS & DAUGHTERS SCHOLARSHIP 11 22000 NURSING SCHOLARSHIP 26 60265 TRANSPLANT ENDOWMENT 1 544 PEDI TRAUMA & BURN 20 12384 OUTPATIENT RENAL DIALYSIS 4 1360 CANCER CARE 3 2413 CHILDREN'S HEALTH 10 505 CHILD SAFETY SEAT 523 27271 Book Value CAR SEATS 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 716623 0 112000 0 3378 0 57100 0 5034 0 894135 LOURDES CASTRO RAMIREZ FOUNDATION PRESIDENT 0 209009 0 20000 0 0 0 11551 0 5316 0 245876 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 UNIVERSITY HEALTH SYSTEM BOARD OF MANAGERS HAS THE POWER TO APPROVE 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 SECRETARY/TREASURER OF THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. 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 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