2016-07-15T10:25:05-05:00 2015-08-31 750786316 WEAVER AND TIDWELL LLP 2821 W 7TH STREET SUITE 700 FORT WORTH TX 76107 990 2014-09-01 752655008 UT SOUTHWESTERN MONCRIEF CANCER CENTER UTSO 8178384860 400 W MAGNOLIA AVE FORT WORTH TX 76104 ARNIM E DONTES SECRETARY AND TREASURER 8178384860 2016-07-15 1 HEIDI J DOLAN P00934271 8173327905 2014 2016-09-27 15:27:22Z MONCRIEF CANCER INSTITUTE KEITH ARGENBRIGHT MD 400 W MAGNOLIA AVE FORT WORTH TX 76104 16371905 0 X WWW.MONCRIEF.COM X 1958 TX TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND THEIR FAMILIES. 4 1 0 0 0 0 7030306 14587952 95641 0 167686 80809 840671 1227540 8134304 15896301 201690 181990 0 0 0 0 0 0 0 8488594 9697348 8690284 9879338 -555980 6016963 34723170 41222642 883177 1478259 33839993 39744383 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 3254957 107640 SURVIVORSHIP PROGRAM PROVIDES SERVICES TO COMMUNITY AND SURROUNDING COUNTIES' CANCER SURVIVOR PATIENTS. SERVICES PROVIDED INCLUDE NUTRITION COUNSELING PROVIDED BY REGISTERED AND LICENSED DIETITIANS WHO WORK TO EDUCATE SURVIVORS ON THE ROLE NUTRITION PLAYS IN CANCER TREATMENT AND RECOVERY. ADDITIONALLY, THE SURVIVORSHIP PROGRAM OFFERS FITNESS INSTRUCTION AND PROGRAMS TO CANCER SURVIVORS OFFERED BY A SPECIALIZED FITNESS INSTRUCTOR. OTHER SERVICES INCLUDE COUNSELING, FINANCIAL ASSISTANCE, SOCIAL WORK, TRANSPORTATION AND SUPPORT RESOURCES TO CANCER PATIENTS AND THEIR FAMILIES WITHIN TARRANT COUNTY AND THE SURROUNDING AREAS. LASTLY, CANCER SURVIVORSHIP INCLUDES CONTINUED SURVEILLANCE. 1089283 OTHER LOCAL PROGRAMS 969701 28250 BREAST AND CERVICAL CANCER SERVICES - PROVIDES CLINICAL BREAST EXAMS AND MAMMOGRAMS TO UNINSURED LOW INCOME WOMEN. THE PROGRAM ALSO PROVIDES ADDITIONAL DIAGNOSTIC SERVICES FOR WOMEN WITH POSITIVE MAMMOGRAM RESULTS. PROGRAM IS AIMED AT FINDING EARLY STAGE CANCERS WHICH HAVE THE HIGHEST RATE OF SUCCESSFUL TREATMENT OUTCOMES. 585357 46100 BREAST SCREENING AND PATIENT NAVIGATION (BSPAN) - PROVIDES FUNDING ALLOWING MONCRIEF CANCER INSTITUTE TO PROVIDE SCREENING AND NAVIGATION FOR EARLY BREAST CANCER DETECTION TO UNDERSERVED ADULTS IN TARRANT AND SURROUNDING COUNTIES. 572689 COLON CANCER SCREENING - CANCER PREVENTION AND RESEARCH INSTITUTE OF TEXAS (CPRIT) - PROVIDES FUNDING ALLOWING MONCRIEF CANCER INSTITUTE TO PROVIDE SCREENING AND NAVIGATION FOR EARLY COLON CANCER DETECTION TO UNDERSERVED ADULTS IN TARRANT AND SURROUNDING COUNTIES. 557478 GENETICS - A RESEARCH-BASED PROGRAM THAT PROVIDES TESTING TO DETERMINE WHETHER CERTAIN CANCERS HAVE A HEREDITARY COMPONENT. THIS TESTING NOT ONLY HELPS TO STUDY CANCER BIOLOGY, IT CAN PROVIDE INSIGHT FOR PATIENTS AND FAMILY MEMBERS THAT MAY BE PREDISPOSED TO CERTAIN CANCERS. 493014 KOMEN MOBILE MAMMOGRAPHY SCREENINGS - REGISTERED AND LICENSED MEDICAL STAFF PROVIDE APPROPRIATE PATIENTS WITH ADVANCED TECHNOLOGICAL MAMMOGRAPHY SERVICES TO DETECT, DIAGNOSE AND FIGHT CANCER. 2208538 46100 7522479 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 26 0 1 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 0 1 1 1 1 1 0 0 0 X KEITH ARGENBRIGHT MD 8172889898 400 W MAGNOLIA AVE FORT WORTH TX 76104 WILLIS C MADDREY MD PRESIDENT/CHAIRMAN 1.00 40.00 X X 0 587804 50621 ARNIM E DONTES SECRETARY AND TREASURER 1.00 40.00 X X 0 553124 38571 KIT MONCRIEF DIRECTOR 1.00 X 0 0 0 JAMES WILLSON JR MD DIRECTOR 1.00 40.00 X 0 610877 33968 KEITH ARGENBRIGHT MD MEDICAL DIRECTOR FOR MCI 1.00 40.00 X 0 366446 38571 MICHAEL SERBER ASSISTANT TREASURER 1.00 40.00 X 0 272561 36135 0 2390812 197866 0 0 1 0 JPS HEALTH NETWORK 1500 S MAIN STREET FORT WORTH TX 76104 SCREENING SERVICES 484381 ROSE IMAGING SPECIALIST PA PO BOX 203268 DALLAS TX 753203268 SCREENING SERVICES 426817 JT VAUGHN CONSTRUCTION LLC 9160 STERLING ST SUITE 100 IRVING TX 75063 CONSTRUCTION MANAGEMENT 338157 POWELL CONSTRUCTION 1502 OAK GLEN CT ARLINGTON TX 76012 CONSTRUCTION MANAGEMENT 325727 CORGAN ASSOCIATES INC PO BOX 910253 DALLAS TX 753910253 ARCHITECTURAL SERVICES 274158 14 8661933 1708668 4217351 14587952 80809 80809 1703144 475604 1227540 1227540 1227540 15896301 0 0 1308349 X 77045 77045 104945 104945 201369 167136 34233 51150 51150 6472108 5156022 1316086 872635 854947 17688 176400 112860 63540 203664 127443 76221 467392 173619 293773 115085 84114 30971 877649 539336 338313 121344 15060 106284 COLLECTION SERVICE 67722 67722 CERTIFICATIONS AND CONT 35173 25712 9461 MISCELLANEOUS 31874 13068 18806 MINOR ASSETS 3450 3450 333 333 9879338 7522479 2356859 0 947972 1920815 687904 1138440 272810 184190 48251512 13278078 29594504 34973434 3219980 3005763 34723170 41222642 715241 1448259 167936 30000 883177 1478259 X 32209859 38226822 1630134 1517561 33839993 39744383 34723170 41222642 X 6016963 -112573 X 0 1 X 0 0 X X 1 UT SOUTHWESTERN MEDICAL CENTER 756002868 7 1 7435475 0 1 7435475 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 0 518965 0 4285018 4285018 39538249 10824762 28713487 1187213 1187213 0 1796918 1266103 530815 1444114 1444114 34973434 BENEFICIAL INTEREST IN PERPETUAL TRUST 1517561 DUE FROM UT SOUTHWESTERN FOUNDATION 384997 A/R RELATED PARTY 1103205 3005763 X 16371905 475604 475604 15896301 0 15896301 10467515 588177 588177 9879338 0 9879338 PART X, LINE 2: MONCRIEF AND THE FOUNDATION ARE BOTH GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MONCRIEF IS SUBJECT TO FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME. NO FEDERAL INCOME TAXES WERE INCURRED FOR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2015 AND 2014. BOTH ENTITIES RECOGNIZE IN THEIR FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO MONCRIEF AND THE FOUNDATION'S UNRELATED BUSINESS INCOME AND ITS TAX EXEMPT STATUS AS A NONPROFIT ORGANIZATION FOR FEDERAL TAX PURPOSES HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY EACH ENTITY WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, NEITHER ENTITY HAS RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. AS OF AUGUST 31, 2015, THE FOUNDATION'S TAX YEARS 2012 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 475,604. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 475,604. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 112,573. 0 JEWEL CHARITY 5020 COLLINWOOD AVE SUITE 400 FORT WORTH TX 76107 752267609 501(C)(3) 13000 SUPPORT AND RESEARCH SUSAN G KOMEN FOR THE CURE PO BOX 99425 FORT WORTH TX 76199 751835298 501(C)(3) 20000 SUPPORT AND RESEARCH CAREITY FOUNDATION PO BOX 126038 FORT WORTH TX 76126 061704800 501(C)(3) 15000 SUPPORT AND RESEARCH AMERICAN CANCER SOCIETY 3301 WEST FREEWAY FORT WORTH TX 75017 131788491 501(C)(3) 11250 SUPPORT AND RESEARCH 4 ASSISTANCE FOR INDIGENT CARE 81390 0 0 0 0 0 0 0 0 0 WILLIS C MADDREY MD PRESIDENT/CHAIRMAN 0 452084 0 135000 0 720 0 38753 0 11868 0 638425 0 0 ARNIM E DONTES SECRETARY AND TREASURER 0 401154 0 151250 0 720 0 22100 0 16471 0 591695 0 0 JAMES WILLSON JR MD DIRECTOR 0 477857 0 132300 0 720 0 22100 0 11868 0 644845 0 0 KEITH ARGENBRIGHT MD MEDICAL DIRECTOR FOR MCI 0 331446 0 35000 0 0 0 22100 0 16471 0 405017 0 0 MICHAEL SERBER ASSISTANT TREASURER 0 225091 0 46750 0 720 0 19664 0 16471 0 308696 0 0 FORM 990, PART VI, SECTION A, LINE 6 DR. PODOLSKY 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 11 THE ORGANIZATION PROVIDES AUDITED FINANCIAL STATEMENTS AND SUPPORTING DOCUMENTATION UPON WHICH THE FORM 990 IS PREPARED. THE 990 IS REVIEWED BY MICHAEL SERBER, ASSISTANT TREASURER, AND ARNIM E. DONTES, SECRETARY AND TREASURER. IT IS THEN SUBMITTED TO DR. WILLIS MADDREY, PRESIDENT AND CHAIRMAN, FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MONCRIEF CANCER CENTER HAS A WRITTEN CONFLICT OF INTEREST POLICY 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 19 THE ORGANIZATIONS'S GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL: PROGRAM SERVICE EXPENSES 1,875,214. MANAGEMENT AND GENERAL EXPENSES 384,080. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,259,294. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 397,543. MANAGEMENT AND GENERAL EXPENSES 81,424. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 478,967. LEASED EMPLOYEES: PROGRAM SERVICE EXPENSES 2,538,680. MANAGEMENT AND GENERAL EXPENSES 846,227. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,384,907. CONSULTING: PROGRAM SERVICE EXPENSES 344,585. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 344,585. OUTSIDE LAB: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 49. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49. ADMINISTRATION RETIREMENT PLAN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,306. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,306. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -112,573. 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 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 MONCRIEF CANCER FOUNDATION C 8661933 CASH UT SOUTHWESTERN MEDICAL CENTER J 366450 CASH UT SOUTHWESTERN MEDICAL CENTER N 1680970 CASH UT SOUTHWESTERN MEDICAL CENTER O 2821322 CASH