UNIVERSITY HEALTH SYSTEM FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY HEALTH SYSTEM FOUNDATION (EIN 74-2335396)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201233209349301203
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T15:15:42-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martinez Rosario & Company LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E Travis St Suite 1400 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742335396 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Health System Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 2103589860 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 903 West Martin Street MS 1-2 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | George Hernandez Jr | Name |
| Title | SecretaryTreasurer | Title |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ismael N Martinez CPA | Name |
| Phone | 2102771898 | Phone |
| Date Prepared | 2012-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | George Hernandez Jr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 903 West Martin Street MS 1-2 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1424281 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.universityhealthsystem.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | UHS Foundation was incorporated as a non-profit corporation to solicit, receive, and maintain funds exclusively for UHS, its sole beneficiary, and the community served. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1069748 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1272894 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6791 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5387 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1176 | OtherRevenuePriorYear |
| Other Revenue Current Year | -25589 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1075363 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1252692 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 78200 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 23585 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 165276 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 659050 | OtherExpensePriorYear |
| Other Expenses Current Year | 620050 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 737250 | TotalExpensesPriorYear |
| Total Expenses Current Year | 643635 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 338113 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 609057 | RevenuesLessExpensesCY |
| Total Assets BOY | 3470146 | TotalAssetsBOY |
| Total Assets EOY | 4056663 | TotalAssetsEOY |
| Total Liabilities BOY | 110509 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 87969 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3359637 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3968694 | NetAssetsOrFundBalancesEOY |
| Mission Description | UHS Foundation was incorporated as a non-profit corporation to solicit, receive, and maintain funds exclusively for UHS, its sole beneficiary, and the community served. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 313084 | Expense |
| Description | UHS Foundation was incorporated as a non-profit corporation to solicit, receive, and maintain funds exclusively for UHS, its sole beneficiary, and the community served. Funds are available for child safety seats, conferences, seminars, continuing ed, educational scholarships, and equipment purchases and renovations, and patient programs for University Health System. | Description |
| Total Program Service Expense | 313084 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Health System Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2103589860 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 903 West Martin Street MS 1-2 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Raymond Aguillon Jr | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Jeanne Bennett | ||||||
| First Vice Chair | 001.00 | X | 0 | 0 | 0 | X |
| Alexander Briseno | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| John H Calhoon MD | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Blas Catalani II | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Frank Garza | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Randy Harig | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| George Hernandez Jr | ||||||
| Secretary/Treasurer | 001.00 | X | 0 | 532618 | 1113 | X |
| William L Henrich MD | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Roberto L Jimenez MD | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Larry Kurth | ||||||
| Second Vice Chair | 001.00 | X | 0 | 0 | 0 | X |
| J Rick Lewis | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| T Patrick Ducan | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Thomas C Mayes MD | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Terrell McCombs | ||||||
| Chairman | 001.00 | X | 0 | 0 | 0 | X |
| Pamela Otto MD | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| T John Parsi DDS | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Steven J Pritchard | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Janice Ricks | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Karla Wentworth | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Irwin D Zucker | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Nicolas E Walsh MD | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Ruben D Zamora | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Yvonne Gonzales | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Linda Elliott | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| David Palmer | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Theresa Scepanski | ||||||
| Sr. Vice President, Chief Admin Officer | 005.00 | 0 | 217952 | 724 | X | |
| Denise Pruett | ||||||
| Director | 040.00 | 0 | 106572 | 397 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 857142 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2234 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 257704 | FundraisingEvents |
| All Other Contributions | 1015190 | AllOtherContributions |
| Noncash Contributions | 330551 | NoncashContributions |
| Total Contributions | 1272894 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5387 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5387 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 146000 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 255352 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 171589 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -25589 | TotalRevenueColumn |
| Exclusion | -$25,589 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1252692 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5387 | RelatedOrExemptFunctionIncome |
| Exclusion | -$25,589 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23585 | Total |
| Program Services | 23585 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Other Program Expenses | 289499 | 289499 | ||
| Donated Services | 330551 | 165275 | 165276 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643635 | Total |
| Program Services | 313084 | ProgramServices |
| Management And General | 165275 | ManagementAndGeneral |
| Fundraising | 165276 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3176607 | BOY |
| EOY | 3726752 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282604 | BOY |
| EOY | 317975 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10935 | BOY |
| EOY | 11936 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3470146 | BOY |
| EOY | 4056663 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110509 | BOY |
| EOY | 87969 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110509 | BOY |
| EOY | 87969 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1043903 | BOY |
| EOY | 1086834 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2018770 | BOY |
| EOY | 2590737 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296964 | BOY |
| EOY | 291123 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3359637 | BOY |
| EOY | 3968694 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3470146 | BOY |
| EOY | 4056663 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 609057 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Health System | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746002164 | EIN |
| Type Of Organization | 6 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $484,673 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 484673 | SumOfAmounts |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 296964 | BeginningOfYearBalance |
| Contributions | 334 | Contributions |
| Investment Earnings Or Losses | 345 | InvestmentEarningsOrLosses |
| Other Expenditures | 6520 | OtherExpenditures |
| End Of Year Balance | 291123 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 296332 | BeginningOfYearBalance |
| Contributions | 5600 | Contributions |
| Investment Earnings Or Losses | 337 | InvestmentEarningsOrLosses |
| Other Expenditures | 5305 | OtherExpenditures |
| End Of Year Balance | 296964 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 299123 | BeginningOfYearBalance |
| Contributions | 1489 | Contributions |
| Other Expenditures | 4280 | OtherExpenditures |
| End Of Year Balance | 296332 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 253256 | BeginningOfYearBalance |
| Contributions | 54655 | Contributions |
| Other Expenditures | 8788 | OtherExpenditures |
| End Of Year Balance | 299123 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Total Revenue | 1252692 | TotalRevenue |
| Total Expenses | 643635 | TotalExpenses |
| Excess Or Deficit For Year | 609057 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 609057 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1424281 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 171589 | OtherRevenues |
| Revenue Not Rptd F990 | 171589 | RevenueNotRptdF990 |
| Revenue Subtotal | 1252692 | RevenueSubtotal |
| Total Revenue Per Form990 | 1252692 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 815224 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 171589 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 171589 | ExpensesNotRptdF990 |
| Expenses Subtotal | 643635 | ExpensesSubtotal |
| Total Expenses Per Form990 | 643635 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| V | 4 | Endowment funds are restricted to be used for the purposes designated by the contributors. |
| XII | 2d | Other direct fundraising expenses offset against fundraising revenues. |
| XIII | 2d | Other direct fundraising expenses reclassified to revenue section and offset against fundraising revenues. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Medical Miracles | NameOfEvent1 |
| Gross Receipts Event1 | 234700 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 191238 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 43462 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 65681 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 42254 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 34604 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7650 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 11067 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 10 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 124398 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 29510 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 94888 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 94841 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 401352 | GrossReceiptsTotal |
| Charitable Contributions Total | 255352 | CharitableContributionsTotal |
| Gross Revenue Total Events | 146000 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 171589 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 171589 | DirectExpenseSummaryEvents |
| Net Income Summary | -25589 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| Burned Childrens Fund | 4 | 6737 | Book |
| Transplant Endowment Fund | 31 | 6085 | Book |
| Blair Reeves Fund | 2 | 180 | Book |
| Prosthetic/Rehab Fund | 1 | 28 | Book |
| Out Patient Renal Dialysis Fund | 15 | 9055 | Book |
| Our Sons and Daughters | 3 | 1500 | Book |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Based on the purpose/intent of each restricted fund, the fund owner is required to submit a written request with 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|
| George Hernandez Jr | ||||
| 463748 | 65000 | 3870 | 1113 | 533731 |
| Theresa Scepanski | ||||
| 184618 | 32000 | 1334 | 724 | 218676 |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | UHS Services | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 330551 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | UHS Statement | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 11 | The form 990 is presented to the Secretary/Treasurer of the Board of Directors, director and finance staff for review and approval prior to e-filing. The Secretary/Treasurer approves and signs the Form 8879-EO authorizing the preparer firm to e-file the Form 990. |
| Form 990 Part VI | 12c | 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. |
| Form 990 Part VI | 19 | The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. |
| Form 990 Part VII | The Board Members, Alexander Briseno and Roberto Jimenez, M.D., listed in column A are Board Members of the related organization and have worked a total average of 1 hour per week each for the related organization. The Board Member, George Hernandez, Jr., is the CEO of the related organization and worked a total average of 40 hours per week for the related organization. Theresa Scepanski, an employee listed in column A is also an employee of the related organization and works an average of 35 hours per week for the related organization. | |
| Form 990 Part VI Section B Line 11 The form 990 is presented to the Secretary/Treasurer of the Board of Directors, director and finance staff for review and approval prior to e-filing. The Secretary/Treasurer approves and signs the Form 8879-EO authorizing the preparer firm to e-file the Form 990. Form 990 Part VI Section B Line 12c 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. Form 990 Part VI Section C Line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Form 990 Part VII Section A The Board Members, Alexander Briseno and Roberto Jimenez, M.D., listed in column A are Board Members of the related organization and have worked a total average of 1 hour per week each for the related organization. The Board Member, George Hernandez, Jr., is the CEO of the related organization and worked a total average of 40 hours per week for the related organization. Theresa Scepanski, an employee listed in column A is also an employee of the related organization and works an average of 35 hours per week for the related organization. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Health System | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4502 Medical Drive | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746002164 | EIN |
| Primary Activities | Health Services | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 115A | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Health System | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| University Health System | ||
| m | 70324 | Actual Expenses |
| University Health System | ||
| n | 260227 | Actual Expenses |
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