UT SOUTHWESTERN HEALTH SYSTEMS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UT SOUTHWESTERN HEALTH SYSTEMS (EIN 75-2556007)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-05-05
- IRS object ID
- 201441259349302004
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-05T15:48:31-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750786316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 W 7TH STREET SUITE 700 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752556007 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UT SOUTHWESTERN HEALTH SYSTEMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UTSO | NameControl |
| Phone | 2146482521 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5323 HARRY HINES BLVD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75390 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARNIM DONTES | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 2146482521 | Phone |
| Date Signed | 2014-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL M STEWART | Name |
| PTIN | P00415184 | PTIN |
| Phone | 8173327905 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ARNIM DONTES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5323 HARRY HINES BLVD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75390 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2670992 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE MEDICAL CENTER IS A TAX-EXEMPT COMPONENT EDUCATIONAL INSTITUTION OF THE UNIVERSITY OF TEXAS SYSTEM, ESTABLISHED PURSUANT TO THE CONSTITUTION OF THE STATE OF TEXAS FOR THE PURPOSE OF EDUCATING STUDENTS IN THE DELIVERY OF MEDICAL SERVICES TO THE PUBLIC, CONDUCTING BIOMEDICAL RESEARCH, AND PROVIDING PUBLIC SERVICE. THROUGH VARIOUS ACTIVITIES, UT SOUTHWESTERN HEALTH SYSTEMS SUPPORTS THE ACADEMIC, RESEARCH, AND PUBLIC SERVICE MISSIONS OF THE MEDICAL CENTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2801710 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2668360 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2903 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2632 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2804613 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2670992 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1250028 | OtherExpensePriorYear |
| Other Expenses Current Year | 2124394 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1250028 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2124394 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1554585 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 546598 | RevenuesLessExpensesCY |
| Total Assets BOY | 11595666 | TotalAssetsBOY |
| Total Assets EOY | 11918052 | TotalAssetsEOY |
| Total Liabilities BOY | 1196326 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 972114 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10399340 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10945938 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UT SOUTHWESTERN HEALTH SYSTEMS IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, AND IS OPERATED FOR THE PURPOSES OF:(I) SUPPORTING THE PROVISION OF HEALTH CARE TO THE PUBLIC, (II) SUPPORTING HEALTH CARE EDUCATION AT THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, (III) PROVIDING GRANTS TO THE MEDICAL CENTER, AND (IV) ANY OTHER ACTIVITIES USEFUL OR APPROPRIATE TO THE ACCOMPLISHMENT OF THE MISSION OF THE MEDICAL CENTER. THE MEDICAL CENTER IS A TAX-EXEMPT COMPONENT EDUCATIONAL INSTITUTION OF THE UNIVERSITY OF TEXAS SYSTEM, ESTABLISHED PURSUANT TO THE CONSTITUTION OF THE STATE OF TEXAS FOR THE PURPOSE OF EDUCATING STUDENTS IN THE DELIVERY OF MEDICAL SERVICES TO THE PUBLIC, CONDUCTING BIOMEDICAL RESEARCH, AND PROVIDING PUBLIC SERVICE. THROUGH VARIOUS ACTIVITIES, UT SOUTHWESTERN HEALTH SYSTEMS SUPPORTS THE ACADEMIC, RESEARCH, AND PUBLIC SERVICE MISSIONS OF THE MEDICAL CENTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1434726 | Expense |
| Revenue | 2302023 | Revenue |
| Description | SUPPORTS THE ACADEMIC, RESEARCH, AND PUBLIC SERVICE MISSIONS OF UT SOUTHWESTERN MEDICAL CENTER BY PROVIDING STRATEGIC AND FINANCIAL ADVISORY SERVICES TO THE MEDICAL CENTER AND ITS AFFILIATED MEDICAL PROFESSIONALS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 278570 | Expense |
| Revenue | 366337 | Revenue |
| Description | PROVIDE EXCLUSIVE USE OF ITS OWNED PROPERTY TO THE UT SOUTHWESTERN MEDICAL CENTER FOR FINANCIAL AND OTHER ADMINISTRATIVE FUNCTIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1713296 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 1 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNIM DONTES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2146483572 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5323 HARRY HINES BOULEVARD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 753909013 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| DANIEL PODOLSKY MD | |||||||
| PRESIDENT/CHAIRMAN | 1.00 | X | X | 0 | 1466996 | 131699 | |
| STAN TAYLOR | |||||||
| DIRECTOR | 1.00 | X | 0 | 898672 | 60191 | ||
| DR BRUCE MEYER | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 823835 | 134101 | |
| JOHN WARNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 502908 | 56699 | ||
| BRUCE FAIRBANKS | |||||||
| VICE PRESIDENT | 0.00 | X | 0 | 453515 | 23607 | ||
| DR ROBERT REGE | |||||||
| DIRECTOR | 0.00 | X | 0 | 558475 | 29800 | ||
| ARNIM DONTES | |||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 473118 | 29977 | ||
| DANNY IRLAND | |||||||
| VP CONTRACTING | 1.00 | X | 0 | 271688 | 51699 | ||
| MICHAEL SERBER | |||||||
| ASST SECRETARY/ASST TREASU | 1.00 | X | 0 | 228978 | 53718 | ||
| JOHN ROAN | |||||||
| FORMER TREASURER | 0.00 | 0 | 202074 | 13399 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 5880259 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 584890 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAVITT PARTNERS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 SOUTH MAIN STE 2300 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING SERVICE | DescriptionOfServices |
| Compensation | 240000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| UT SOUTWEST DVA HEALTH | 621400 | 1749462 | 1749462 |
| MEMBERSHIP FEES | 900099 | 458061 | 458061 |
| MANAGEMENT SERVICES | 561000 | 366337 | 366337 |
| OTHER UTSCAP INCOME FR | 621400 | 94500 | 94500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2668360 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2632 | TotalRevenueColumn |
| Exclusion | $2,632 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2670992 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2668360 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,632 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72574 | Total |
| Management And General | 72574 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94039 | Total |
| Management And General | 94039 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2500 | Total |
| Management And General | 2500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 816207 | Total |
| Program Services | 574903 | ProgramServices |
| Management And General | 241304 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681 | Total |
| Management And General | 681 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 859823 | Total |
| Program Services | 859823 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33635 | Total |
| Program Services | 33635 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79007 | Total |
| Program Services | 79007 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120158 | Total |
| Program Services | 120158 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45770 | Total |
| Program Services | 45770 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2124394 | Total |
| Program Services | 1713296 | ProgramServices |
| Management And General | 411098 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28738 | BOY |
| EOY | 67136 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2154420 | BOY |
| EOY | 2707051 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233245 | BOY |
| EOY | 207933 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206663 | BOY |
| EOY | 61027 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5489126 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1727965 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3881318 | BOY |
| EOY | 3761161 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4344282 | BOY |
| EOY | 5113744 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 747000 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11595666 | BOY |
| EOY | 11918052 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43246 | BOY |
| EOY | 18964 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16500 | BOY |
| EOY | 6000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1136580 | BOY |
| EOY | 947150 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196326 | BOY |
| EOY | 972114 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10399340 | BOY |
| EOY | 10945938 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10399340 | BOY |
| EOY | 10945938 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11595666 | BOY |
| EOY | 11918052 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 546598 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756002868 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $1,593,138 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1593138 | SumOfAmounts |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 802980 | OtherCostOrOtherBasis |
| Book Value | 802980 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4686146 | OtherCostOrOtherBasis |
| Depreciation | 1727965 | Depreciation |
| Book Value | 2958181 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3761161 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN JV - DAVITA | Description |
| Book Value | 5113744 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 5113744 | TotalOfBookValueProgramRelated |
| Tot Revenue Etc Audited Fincl Stmt | 2670992 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2670992 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2670992 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2124394 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2124394 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2124394 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL PODOLSKY MD | ||||||||||||||
| PRESIDENT/CHAIRMAN | 0 | 921283 | 0 | 259239 | 0 | 286474 | 0 | 121250 | 0 | 10449 | 0 | 1598695 | 0 | 0 |
| STAN TAYLOR | ||||||||||||||
| DIRECTOR | 0 | 579133 | 0 | 313492 | 0 | 6047 | 0 | 49742 | 0 | 10449 | 0 | 958863 | 0 | 0 |
| DR BRUCE MEYER | ||||||||||||||
| VICE CHAIRMAN | 0 | 503689 | 0 | 319426 | 0 | 720 | 0 | 123652 | 0 | 10449 | 0 | 957936 | 0 | 0 |
| JOHN WARNER | ||||||||||||||
| DIRECTOR | 0 | 426828 | 0 | 75000 | 0 | 1080 | 0 | 46250 | 0 | 10449 | 0 | 559607 | 0 | 0 |
| BRUCE FAIRBANKS | ||||||||||||||
| VICE PRESIDENT | 0 | 348995 | 0 | 103800 | 0 | 720 | 0 | 15057 | 0 | 8550 | 0 | 477122 | 0 | 0 |
| DR ROBERT REGE | ||||||||||||||
| DIRECTOR | 0 | 425455 | 0 | 132300 | 0 | 720 | 0 | 21250 | 0 | 8550 | 0 | 588275 | 0 | 0 |
| ARNIM DONTES | ||||||||||||||
| SECRETARY/TREASURER | 0 | 366356 | 0 | 81042 | 0 | 25720 | 0 | 21250 | 0 | 8727 | 0 | 503095 | 0 | 0 |
| DANNY IRLAND | ||||||||||||||
| VP CONTRACTING | 0 | 245688 | 0 | 26000 | 0 | 0 | 0 | 41250 | 0 | 10449 | 0 | 323387 | 0 | 0 |
| MICHAEL SERBER | ||||||||||||||
| ASST SECRETARY/ASST TREASU | 0 | 203978 | 0 | 25000 | 0 | 0 | 0 | 43269 | 0 | 10449 | 0 | 282696 | 0 | 0 |
| JOHN ROAN | ||||||||||||||
| FORMER TREASURER | 0 | 122207 | 0 | 0 | 0 | 79867 | 0 | 10581 | 0 | 2818 | 0 | 215473 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS THE PRESIDENT OF THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER HAS THE POWER TO APPOINT AND REMOVE DIRECTORS IN ACCORDANCE WITH THE BYLAWS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING MATTERS IN THE CONDUCT OF BUSINESS AND AFFAIRS OF THE CORPORATION ARE RESERVED FOR ACTION SOLELY TO THE ONE MEMBER - APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET - APPROVAL OF THE PURCHASE AND OR SALE OF MATERIAL OR PERSONAL PROPERTY EXCEEDING $500,000 - APPROVAL OF THE INVESTMENT IN ANY SUBSIDIARY OR JOINT VENTURE ENTITY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS INITIALLY REVIEWED BY DAVID EWING, DIRECTOR OF POST-AWARDS, AND SUBSEQUENTLY REVIEWED BY MICHAEL SERBER, ASSISTANT SECRETARY/TREASURER AND ARNIM DONTES, SECRETARY/TREASURER AND THEN SUBMITTED TO DR. DANIEL K. PODOLSKY, CHAIRMAN OF THE BOARD AND PRESIDENT FOR REVIEW. THE 990 IS THEN SIGNED BY ARNIM DONTES. | |
| FORM 990, PART VI, SECTION B, LINE 12C | UT SOUTHWESTERN HEALTH SYSTEMS HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES THE DIRECTORS AND OFFICERS TO SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY 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 | UT SOUTHWESTERN HEALTH SYSTEMS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR | |
| FORM 990, PART VI, SECTION B, LINE 16B | BEFORE PARTICIPATING IN THE DAVITA JOINT VENTURE, THE JOINT VENTURE WAS EXAMINED BY ATTORNEYS TO ENSURE IT MET APPLICABLE TAX LAWS. UT SOUTHWESTERN HEALTH SYSTEMS CONTINUES TO MONITOR THE OPERATIONS OF THE JOINT VENTURE TO ENSURE THAT IT FULFILLS THE EXEMPT PURPOSE OF UT SOUTHWESTERN HEALTH SYSTEMS. SPECIFICALLY, THE OPERATION AND MAINTENANCE OF DIALYSIS CENTERS SUPPORTING THE MEDICAL CENTER IS DIRECTLY CONNECTED TO THE MEDICAL AND EDUCATIONAL FUNCTIONS OF THE ORGANIZATION. | JOINT VENTURE ARRANGEMENT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UT SOUTHWESTERN MEDICAL CENTER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5323 HARRY HINES BLVD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 753909013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756002868 | EIN |
| Primary Activities | MEDICAL CENTER | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 115 | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| UT SOUTHWESTERN MEDICAL CENTER | |
| E | 947150 |
| UT SOUTHWESTERN MEDICAL CENTER | |
| K | 33635 |
| UT SOUTHWESTERN MEDICAL CENTER | |
| O | 6465150 |
Form990 Schedule R Part VI Form990ScheduleRPartVI
Name Of Business NameOfBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UT SOUTHWEST DVA HEALTHCARE LLP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2076 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 984010207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621634350 | EIN |
| Primary Activity | DIALYSIS CENTER | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
| Predominate Income | RELATED | PredominateIncomeDesc |
| All Partners C3 S | 0 | AllPartnersC3S |
| Share Of Total Income | 1470946 | ShareOfTotalIncome |
| Share Of EOY Assets | 4693020 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.49000 | PercentageOwnership |
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