Totals
- Total revenue
- $2,960,293
- Total expenses
- $4,440,548
- Contributions and grants received
- $15,000
- Grants paid
- $4,076,201
- Program service revenue
- $0
- Investment income
- $2,944,890
- Other revenue
- $403
- Total assets, end of year
- $102,222,638
- Total liabilities, end of year
- $1,838,674
- Net assets or fund balances, end of year
- $100,383,964
- Program services expenses (Part IX)
- $4,076,201
- Management and general expenses
- $364,347
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,076,201
Program services were 91.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$15,000
-
3 · Investment income
total $1,575,227 · excluded $1,575,227
-
5 · Royalties
total $403 · excluded $403
-
7a · Gross sales of assets other than inventory
securities $5,343,869
-
7b · Less cost or other basis and sales expenses
securities $3,974,206
-
7c · Gain or loss
securities $1,369,663
-
7d · Net gain or loss
total $1,369,663 · excluded $1,369,663
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,076,201 · program services $4,076,201
-
11a · Fees: management
total $122,161 · management and general $122,161
-
11b · Fees: legal
total $385 · management and general $385
-
11c · Fees: accounting
total $31,393 · management and general $31,393
-
11f · Fees: investment management
total $206,209 · management and general $206,209
-
23 · Insurance
total $3,109 · management and general $3,109
-
24a · Other expenses: MISCELLANEOUS
total $1,090 · management and general $1,090
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $730,244 · end of year $1,593,856
-
9 · Prepaid expenses and deferred charges
beginning of year $20,418 · end of year $24,290
-
11 · Investments: publicly traded securities
beginning of year $78,691,466 · end of year $86,940,318
-
12 · Investments: other securities
beginning of year $12,861,235 · end of year $13,624,568
-
15 · Other assets
beginning of year $78,273 · end of year $39,606
-
17 · Accounts payable and accrued expenses
beginning of year $1,462,473 · end of year $1,838,674
-
28 · Net assets with donor restrictions
beginning of year $90,919,163 · end of year $100,383,964
Mission and programs · 2023
Mission
THE CORPORATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF UT SOUTHWESTERN MEDICAL CENTER IN TARRANT COUNTY, TEXAS, IN ORDER TO FURTHER THE PURPOSES AND FUNCTIONS OF THE UT SOUTHWESTERN MEDICAL CENTER. THIS PURPOSE INCLUDES THE OPERATION OF UT SOUTHWESTERN MONCRIEF CANCER CENTER AT FORT WORTH, A RELATED 501(C)(3) ORGANIZATION.
-
MONCRIEF CANCER FOUNDATION SUPPORTS UT SOUTHWESTERN'S CANCER-RELATED ACTIVITIES IN THE TARRANT COUNTY AREA, ENSURING ACCESS TO SPECIAL DIAGNOSTIC AND GENETIC TESTS THAT ARE OTHERWISE UNAVAILABLE, AS WELL AS IMPORTANT SUPPORT SERVICES FOR INDIVIDUAL PATIENTS AND THEIR FAMILIES.
Expenses $4,076,201 · Grants $4,076,201
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Daniel Podolsky MDDANIEL PODOLSKY MD
CHAIRMAN
- Total calculated
- $3,109,544
- From this org
- $0
- From related orgs
- $3,065,318
- Other
- $44,226
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $2,574,491 related
- Bonus
- $0 + $490,107 related
- Other
- $0 + $720 related
- Deferred
- $0 + $28,050 related
- Nontaxable benefits
- $0 + $16,176 related
- Filer's total
- $0 + $3,109,544 related
-
Tom O MoncriefTOM O MONCRIEF
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Kit MoncriefKIT MONCRIEF
VICE PRESIDENT & SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mack Mitchell MDMACK MITCHELL MD
VICE CHAIRMAN
- Total calculated
- $717,369
- From this org
- $0
- From related orgs
- $673,143
- Other
- $44,226
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $485,067 related
- Bonus
- $0 + $187,356 related
- Other
- $0 + $720 related
- Deferred
- $0 + $28,050 related
- Nontaxable benefits
- $0 + $16,176 related
- Filer's total
- $0 + $717,369 related
-
Gloria Moncrief HolmstenGLORIA MONCRIEF HOLMSTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan Efron MDJONATHAN EFRON MD
DIRECTOR (PARTIAL YEAR)
- Total calculated
- $100,000
- From this org
- $0
- From related orgs
- $100,000
- Other
- $0
- Hours/week
- 2
-
Michael SerberMICHAEL SERBER
ASST. TREASURER & ASST. SE
- Total calculated
- $529,491
- From this org
- $0
- From related orgs
- $478,988
- Other
- $50,503
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $331,384 related
- Bonus
- $0 + $146,884 related
- Other
- $0 + $720 related
- Deferred
- $0 + $28,050 related
- Nontaxable benefits
- $0 + $22,453 related
- Filer's total
- $0 + $529,491 related
-
Holly CrawfordHOLLY CRAWFORD
TREASURER
- Total calculated
- $1,037,642
- From this org
- $0
- From related orgs
- $993,416
- Other
- $44,226
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $739,776 related
- Bonus
- $0 + $234,670 related
- Other
- $0 + $18,970 related
- Deferred
- $0 + $28,050 related
- Nontaxable benefits
- $0 + $16,176 related
- Filer's total
- $0 + $1,037,642 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
UT SOUTHWESTEN MONCRIEF CANCER CENTER
$3,926,201
OPERATIONAL SUPPORT
-
CAPITAL ASSET SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UT SOUTHWESTERN MONCRIEF CANCER CENTER
501(C)(3) · TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND FAMILIES · TX
-
UT SOUTHWESTERN MEDICAL CENTER
501(C)(3) · HIGHER EDUCATION, RESEARCH, AND MEDICAL CARE PROVIDER · TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500319349301775
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