2015-07-13T15:06:08-05:00 2014-08-31 750786316 WEAVER AND TIDWELL LLP 2821 W 7TH STREET SUITE 700 FORT WORTH TX 76107 990 2013-09-01 752655008 UT SOUTHWESTERN MONCRIEF CANCER CENTER UTSO 8178384860 400 W MAGNOLIA AVE FORT WORTH TX 76104 ARNIM E DONTES SECRETARY AND TREASURER 8178384860 2015-07-13 1 HEIDI J DOLAN P00934271 8173327905 2013 2016-02-25 16:41:14Z MONCRIEF CANCER INSTITUTE KEITH ARGENBRIGHT MD 400 W MAGNOLIA AVE FORT WORTH TX 76104 8629189 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 9258831 7030306 422063 95641 66673 167686 837016 840671 10584583 8134304 1553033 201690 0 0 0 0 0 0 0 7420905 8488594 8973938 8690284 1610645 -555980 37689612 34723170 3383244 883177 34306368 33839993 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 2690312 41403 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. 954041 119993 95641 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. 609105 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. 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. 761174 40294 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. 478232 KOMEN MOBILE MAMMOGRAPHY SCREENINGS - REGISTERED AND LICENSED MEDICAL STAFF PROVIDE APPROPRIATE PATIENTS WITH ADVANCED TECHNOLOGICAL MAMMOGRAPHY SERVICES TO DETECT, DIAGNOSE AND FIGHT CANCER. 1082902 CANCER PREVENTION AND RESEARCH INSTITUTE OF TEXAS (CPRIT) OTHER PROGRAMS - PROVIDES FUNDING ALLOWING MONCRIEF CANCER INSTITUTE TO PROVIDE VARIOUS SCREENING AND NAVIGATION FOR EARLY CANCER DETECTION TO UNDERSERVED ADULTS IN TARRANT AND SURROUNDING COUNTIES. 2322308 40294 6575766 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 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 50 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 0 0 0 0 0 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 569508 49294 ARNIM E DONTES SECRETARY AND TREASURER 1.00 40.00 X X 0 493908 37509 KIT MONCRIEF DIRECTOR 1.00 X 0 0 0 JAMES WILLSON JR MD DIRECTOR 1.00 40.00 X 0 601089 33083 KEITH ARGENBRIGHT MD DIRECTOR 1.00 40.00 X 0 325800 32992 RANDALL COCHRAN ACCOUNTING SUPERVISOR 1.00 40.00 X 0 80030 16822 MICHAEL SERBER ASSISTANT TREASURER 1.00 40.00 X 0 252574 34742 MICHELE HENDERSON FINANCIAL AFFAIRS MANAGER 40.00 1.00 X 0 0 0 0 2322909 204442 0 0 1 0 JT VAUGHN CONSTRUCTION LLC 9160 STERLING ST SUITE 100 IRVING TX 75063 CONSTRUCTION MANAGEMENT 1266649 ROSE IMAGING SPECIALIST PA PO BOX 203268 DALLAS TX 753203268 SCREENING SERVICES 632943 CORGAN ASSOCIATES INC PO BOX 910253 DALLAS TX 753910253 ARCHITECTURAL SERVICES 388988 JPS HEALTH NETWORK 1500 S MAIN STREET FORT WORTH TX 76104 SCREENING SERVICES 348961 DENTON REGIONAL MEDICAL CENTER PO BOX 406310 ATLANTA GA 30384 SCREENING SERVICES 181998 5 1398607 3084449 2547250 7030306 PATIENT COUNSELING 624100 95641 95641 95641 167686 167686 1333858 494885 838973 838973 838973 RECOVERED EXPENSES 624100 1698 1698 1698 8134304 95641 0 1008357 X 131097 131097 70593 70593 183019 151906 31113 38500 38500 6162057 4891994 1270063 313671 303526 10145 155327 102505 52822 105741 75076 30665 326898 131642 195256 65854 48324 17530 32 32 907104 556607 350497 109466 14331 95135 MINOR ASSETS 54318 54318 CERTIFICATIONS AND CONT 33394 26498 6896 MISCELLANEOUS 20659 4795 15864 DESIGN/AGENCY WORK 12554 12554 8690284 6575766 2114518 0 1685137 947972 1964538 0 812549 687904 373819 272810 41519329 11924825 30201513 29594504 1111527 0 1540529 3219980 37689612 34723170 1945161 715241 26479 167936 1411604 0 3383244 883177 X 32765839 32209859 1540529 1630134 34306368 33839993 37689612 34723170 X -555980 89605 X 0 1 X 0 0 X X X 0 0 0 UT SOUTHWESTERN MEDICAL CENTER SYSTEM 756002868 7 1 1 1 6575766 1 6575766 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62828554 7500 13858790 1598607 956052 74140185 59662472 7500 8713941 4887873 667486 62828554 70046141 4855085 15238754 59662472 67452447 6459043 3865349 70046141 65070987 8082480 5701020 67452447 1.00000 0 1 1 4285018 4285018 33612970 9678988 23933982 1187213 1187213 0 1712691 1058624 654067 721437 721437 29594504 BENEFICIAL INTEREST IN PERPETUAL TRUST 1630134 DUE FROM UTIMCO 1216291 DUE FROM UT SOUTHWESTERN FOUNDATION 72263 A/R RELATED 301292 3219980 X 8718794 584490 584490 8134304 0 8134304 9185169 494885 494885 8690284 0 8690284 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, 2014 AND 2013. BOTH ENTITIES RECOGNIZE IN ITS 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, 2014, THE FOUNDATION'S TAX YEARS 2011 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 89,605. RENTAL EXPENSES 494,885. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 494,885. 0 JEWEL CHARITY 5020 COLLINWOOD AVE SUITE 400 FORT WORTH TX 76107 752267609 501(C)(3) 10650 SUPPORT AND RESEARCH SUSAN G KOMEN FOR THE CURE PO BOX 99425 FORT WORTH TX 76199 751835298 501(C)(3) 17500 SUPPORT AND RESEARCH CAREITY FOUNDATION PO BOX 126038 FORT WORTH TX 76126 061704800 501(C)(3) 30000 SUPPORT AND RESEARCH TEXAS CHRISTIAN UNIVERSITY TCU BOX 297080 FORT WORTH TX 76129 750827465 501(C)(3) 15000 SUPPORT AND RESEARCH CANCER CARE SERVICES 623 S HENDERSON ST FORT WORTH TX 761042914 751025511 501(C)(3) 10000 SUPPORT AND RESEARCH ASSISTANCE FOR INDIGENT CARE 70593 0 0 0 0 0 0 0 0 0 WILLIS C MADDREY MD PRESIDENT/CHAIRMAN 0 438588 0 130200 0 720 0 37886 0 11408 0 618802 0 0 ARNIM E DONTES SECRETARY AND TREASURER 0 384063 0 109125 0 720 0 21675 0 15834 0 531417 0 0 JAMES WILLSON JR MD DIRECTOR 0 468069 0 132300 0 720 0 21675 0 11408 0 634172 0 0 KEITH ARGENBRIGHT MD DIRECTOR 0 325800 0 0 0 0 0 22084 0 10908 0 358792 0 0 MICHAEL SERBER ASSISTANT TREASURER 0 211894 0 40500 0 180 0 18908 0 15834 0 287316 0 0 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 ARMIN 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 2,018,436. MANAGEMENT AND GENERAL EXPENSES 1,203,513. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,221,949. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 324,921. MANAGEMENT AND GENERAL EXPENSES 66,550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 391,471. LEASED EMPLOYEES: PROGRAM SERVICE EXPENSES 2,370,295. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,370,295. CONSULTING: PROGRAM SERVICE EXPENSES 178,342. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,342. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 89,605. 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 SYSTEM 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 MEDICAL CARE PROVIDER TX 501(C)(3) LINE 6 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MONCRIEF CANCER FOUNDATION B CASH MONCRIEF CANCER FOUNDATION C 1398607 CASH UT SOUTHWESTERN MEDICAL CENTER SYSTEM N 855378 CASH UT SOUTHWESTERN MEDICAL CENTER SYSTEM O 2430499 CASH