UT SOUTHWESTERN MONCRIEF CANCER CENTER: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UT SOUTHWESTERN MONCRIEF CANCER CENTER (EIN 75-2655008)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-04-12
- IRS object ID
- 201141029349300604
- Schema version
- 2009v1.7
- 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 | 2011-04-12T09:32:27-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752655008 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UT SOUTHWESTERN MONCRIEF CANCER CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UTSO | NameControl |
| Phone | 8178384860 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RIVER RUN No 500 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN ROAN | Name |
| Title | TREASURER | Title |
| Phone | 8178384860 | Phone |
| Date Signed | 2011-04-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel M Stewart | Name |
| Phone | 8173327905 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LORI DREW | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RIVER RUN No 500 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8338696 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MONCRIEF.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND THEIR FAMILIES WITHIN TARRANT COUNTY AND SURROUNDING AREAS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 31 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2454527 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5472400 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 360875 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 389875 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 335051 | InvestmentIncomePriorYear |
| Investment Income Current Year | 409989 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 839135 | OtherRevenuePriorYear |
| Other Revenue Current Year | 916950 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3989588 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7189214 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 193989 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 206178 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 2380486 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3944026 | OtherExpensePriorYear |
| Other Expenses Current Year | 1978473 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4138015 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4565137 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -148427 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2624077 | RevenuesLessExpensesCY |
| Total Assets BOY | 82790464 | TotalAssetsBOY |
| Total Assets EOY | 89041617 | TotalAssetsEOY |
| Total Liabilities BOY | 793007 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1415863 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 81997457 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 87625754 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND THEIR FAMILIES WITHIN TARRANT COUNTY AND SURROUNDING AREAS. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 187201 | Expense |
| Revenue | 170200 | Revenue |
| Description | Provides patients and their family members the professional assistance of state-licensed oncology social workers. The social workers have been professionally trained to assist patients and families in their adjustment to a cancer diagnosis. Following a patient assessment, the social workers are able to determine the areas of concern that may be preventing the patient from effectively coping with their disease. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 228606 | Expense |
| Revenue | 215300 | Revenue |
| Description | Registered and licensed dietitians on staff to help patients in their fight with cancer. Nutrition plays an important role in cancer treatment and recovery. Eating a healthy diet keeps the body strong to fight cancer. It also helps cancer patients feel better despite the disease and treatment. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 212742 | Expense |
| Grants | 212742 | Grants |
| Description | KOMEN MOBILE MAMMOGRAPHY SCREENINGS. REGISTERED AND LICENSED MEDICAL STAFF PROVIDE APPROPRIATE PATIENTS WITH ADVANCED TECHNOLOGICAL MAMMOGRAPHY SERVICES TO DETECT, DIAGNOSIS AND FIGHT CANCER. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2856677 | Expense |
| Grants | 224729 | Grants |
| Revenue | 5844 | Revenue |
| Description | TO PROVIDE OTHER COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND THEIR FAMILIES WITHIN TARRANT COUNTY AND SURROUNDING AREAS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2856677 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 224729 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 5844 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3485226 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 31 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI DREW | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8178384862 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RIVER RUN STE 500 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WILLIS C MADDREY MD | ||||||
| PRESIDENT/CHAIRMAN | 1.00 | X | X | 0 | 566397 | 44444 |
| JOHN FREESE MD | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JOHN ROAN | ||||||
| TREASURER | 1.00 | X | X | 0 | 464510 | 137662 |
| JAMES WILLSON MD | ||||||
| DIRECTOR | 1.00 | X | X | 0 | 560994 | 202870 |
| MICHAEL SERBER | ||||||
| TREASURER ELECT | 1.00 | X | 0 | 157240 | 41966 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1749141 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 426942 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CBCCTI | |||||
| PO BOX 730761 | DALLAS | TX | 75373 | DIAGNOSTIC SERVICES | 244958 |
| KELLY HART & HALLMAN | |||||
| 201 MAIN STREET 2500 | FORT WORTH | TX | 76102 | PROFESSIONAL SERVICES | 100588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 4955213 | RelatedOrganizations |
| All Other Contributions | 517187 | AllOtherContributions |
| Total Contributions | 5472400 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT COUNSELING | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 389875 | TotalRevenueColumn |
| Related Or Exempt Function Income | 389875 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 389875 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 336609 | TotalRevenueColumn |
| Exclusion | $336,609 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1710350 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 804678 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 905672 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 905672 | TotalRevenueColumn |
| Exclusion | $905,672 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 418184 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 337699 | Securities |
| Other | 7105 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 80485 | Securities |
| Other | -7105 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73380 | TotalRevenueColumn |
| Exclusion | $73,380 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERED EXPENSES | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 11278 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11278 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11278 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7189214 | TotalRevenueColumn |
| Related Or Exempt Function Income | 401153 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,315,661 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146260 | Total |
| Program Services | 146260 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59918 | Total |
| Program Services | 59918 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2380486 | Total |
| Program Services | 1785365 | ProgramServices |
| Management And General | 595121 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58278 | Total |
| Program Services | 58278 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35931 | Total |
| Program Services | 17965 | ProgramServices |
| Management And General | 17966 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27600 | Total |
| Management And General | 27600 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823114 | Total |
| Program Services | 823114 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74092 | Total |
| Program Services | 65608 | ProgramServices |
| Management And General | 8484 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37052 | Total |
| Program Services | 24207 | ProgramServices |
| Management And General | 12845 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43812 | Total |
| Program Services | 21906 | ProgramServices |
| Management And General | 21906 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257578 | Total |
| Program Services | 27001 | ProgramServices |
| Management And General | 230577 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58402 | Total |
| Program Services | 58402 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189 | Total |
| Management And General | 189 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 656 | Total |
| Management And General | 656 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101850 | Total |
| Program Services | 50925 | ProgramServices |
| Management And General | 50925 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75937 | Total |
| Program Services | 900 | ProgramServices |
| Management And General | 75037 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESEARCH PROJECTS | 187888 | 187888 | |
| MISCELLANEOUS | 94950 | 62145 | 32805 |
| OUTSIDE LAB | 83167 | 83167 | |
| CERTIFICATIONS AND CONT | 17977 | 12177 | 5800 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4565137 | Total |
| Program Services | 3485226 | ProgramServices |
| Management And General | 1079911 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15116 | BOY |
| EOY | 853729 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 377679 | BOY |
| EOY | 208074 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71676 | BOY |
| EOY | 90507 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20173608 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7698763 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9100648 | BOY |
| EOY | 12474845 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6013026 | BOY |
| EOY | 6027884 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67212319 | BOY |
| EOY | 69386578 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82790464 | BOY |
| EOY | 89041617 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597752 | BOY |
| EOY | 1245150 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185475 | BOY |
| EOY | 137317 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9780 | BOY |
| EOY | 33396 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 793007 | BOY |
| EOY | 1415863 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9100648 | BOY |
| EOY | 12474845 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6711513 | BOY |
| EOY | 6299653 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66185296 | BOY |
| EOY | 68851256 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81997457 | BOY |
| EOY | 87625754 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82790464 | BOY |
| EOY | 89041617 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 |
| 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 | UT SOUTHWESTERN MEDICAL CENTER SYSTEM | 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 | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 470212 | OtherCostOrOtherBasis |
| Book Value | 470212 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15086520 | OtherCostOrOtherBasis |
| Depreciation | 7292331 | Depreciation |
| Book Value | 7794189 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 711220 | OtherCostOrOtherBasis |
| Depreciation | 406432 | Depreciation |
| Book Value | 304788 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3905656 | OtherCostOrOtherBasis |
| Book Value | 3905656 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12474845 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LONG TERM FUND | Description |
| Book Value | 6027884 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6027884 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER RECEIVABLES | 535322 |
| INTEREST IN NET ASSETS OF MONCRIEF CANCER FOUNDATION | 67452447 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | 1398809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 69386578 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASES | Description |
| Amount | $33,396 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 33396 | TotalOfAmounts |
| Total Revenue | 7189214 | TotalRevenue |
| Total Expenses | 4565137 | TotalExpenses |
| Excess Or Deficit For Year | 2624077 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 338261 | NetUnrealizedGLOnInvestments |
| Other | $2,665,959 | OtherAmount |
| Total Adjustments | 3004220 | TotalAdjustments |
| Excess Or Deficit Per FS | 5628297 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8612479 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 338261 | NetUnrealizedGainsInvestments |
| Other Revenues | 1089177 | OtherRevenues |
| Revenue Not Rptd F990 | 1427438 | RevenueNotRptdF990 |
| Revenue Subtotal | 7185041 | RevenueSubtotal |
| Other Revenues Not Included | 4173 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4173 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7189214 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5365642 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 804678 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 804678 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4560964 | ExpensesSubtotal |
| Other Expenses Not Included | 4173 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4173 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4565137 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | Tax positions taken related to Moncrief'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 Moncrief would more likely than not be sustained by examination. Accordingly, Moncrief has not recorded an income tax liability for uncertain tax benefits. As of August 31, 2010, the Foundation's tax years 2007 to 2010 remain subject to examination. |
| Part XI, Line 8 - Other Adjustments: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST: 284499. CHANGE IN NET ASSETS OF MONCRIEF FOUNDATION: 2381460. | |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSES: 804678. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST: 284499. | |
| Part XII, Line 4b - Other Adjustments: | RECOVERED EXPENSES: 11278. DISPOSAL OF ASSET: -7105. | |
| Part XIII, Line 2d - Other Adjustments: | RENTAL EXPENSES: 804678. | |
| Part XIII, Line 4b - Other Adjustments: | RECOVERED EXPENSES: 11278. DISPOSAL OF ASSET: -7105. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 1515 S SYLVANIA | FORT WORTH | TX | 76111 | 501(c)(3) | 64050 | SUPPORT AND RESEARCH |
| CAREITY FOUNDATION | ||||||
| PO BOX 126038 | FORT WORTH | TX | 76126 | 501(c)(3) | 30000 | SUPPORT AND RESEARCH |
| SUSAN G KOMEN FOR THE CURE | ||||||
| PO BOX 650309 | DALLAS | TX | 75265 | 501(c)(3) | 5000 | SUPPORT AND RESEARCH |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 831041 | DALLAS | TX | 75283 | 501(c)(3) | 5000 | SUPPORT AND RESEARCH |
| BRIDGE BREAST NETWORK | ||||||
| 3600 GASTON AVE STE 401 | DALLAS | TX | 75246 | 501(c)(3) | 5000 | SUPPORT AND RESEARCH |
| FORT WORTH BUSINESS PRESS | ||||||
| 3509 HULEN ST STE 201 | FORT WORTH | TX | 76107 | 501(c)(3) | 5000 | SUPPORT AND EDUCATION |
| NATIONAL OVARIAN CANCER COALITION | ||||||
| 2501 OAK LAWN AVE STE 435 | DALLAS | TX | 75219 | 501(c)(3) | 5000 | SUPPORT AND RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 7 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | ASSISTANCE FOR INDIGENT CARE | TypeOfGrant |
| Number Of Recipients | 150 | NumberOfRecipients |
| Amount Of Cash Grant | 59918 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIS C MADDREY MD | |||||||||||||
| 0 | 435477 | 0 | 130200 | 0 | 720 | 0 | 37584 | 0 | 6860 | 0 | 610841 | 0 | 0 |
| JOHN ROAN | |||||||||||||
| 0 | 357590 | 0 | 106200 | 0 | 720 | 0 | 130802 | 0 | 6860 | 0 | 602172 | 0 | 0 |
| JAMES WILLSON MD | |||||||||||||
| 0 | 432274 | 0 | 128000 | 0 | 720 | 0 | 196010 | 0 | 6860 | 0 | 763864 | 0 | 0 |
| MICHAEL SERBER | |||||||||||||
| 0 | 157240 | 0 | 0 | 0 | 0 | 0 | 33582 | 0 | 8384 | 0 | 199206 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, line 2 | New Program Services | UT Southwestern Moncrief Cancer Center became a state Breast and Cervical Cancer Services provider during its fiscal year. This allows the center to expand currently offered services. |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS REVIEWED INTIALLY BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION BEFORE BEING SUBMITTED TO THE BOARD FOR THEIR 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| 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) |
| UT SOUTHWESTERN HEALTH SYSTEMS | ||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 752556007 | MEDICAL CARE PROVIDER | TX | 501(C)(3) | 509(A)(1) |
| 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 | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 1 | 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 | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | 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 HEALTH SYSTEMS-BELOW REPORTING THRESHOLD | |
| M | |
| UT SOUTHWESTERN HEALTH SYSTEMS-BELOW REPORTING THRESHOLD | |
| N | |
| MONCRIEF CANCER FOUNDATION | |
| C | 4955213 |
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