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Nonprofiteer
← M D ANDERSON SERVICES CORPORATION

Form 990 for tax year 2023

Filed by M D ANDERSON SERVICES CORPORATION.

Totals

Total revenue
$43,978,142
Total expenses
$3,582,382
Contributions and grants received
$398,085
Grants paid
$728,623
Program service revenue
$1,506,696
Investment income
$42,089,198
Other revenue
-$15,837
Total assets, end of year
$948,573,465
Total liabilities, end of year
$136,962,074
Net assets or fund balances, end of year
$811,611,391
Program services expenses (Part IX)
$1,341,395
Management and general expenses
$2,240,987
Fundraising expenses
$0
Program service expenses (Part III)
$1,341,395

Program services were 37.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JONATHAN PRUITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • JODIE LEE JILES

    DIRECTOR (THRU 3/24)

    Total calculated
    $0
    Hours/week
    0.2

  • CHRIS MCKEE

    CHAIR & PRESIDENT, AD INTERIM

    Total calculated
    $1,134,998
    From this org
    $0
    From related orgs
    $1,093,981
    Other
    $41,017
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,113 related
    Bonus
    $0 + $236,300 related
    Other
    $0 + $305,568 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $12,967 related
    Filer's total
    $0 + $1,134,998 related

  • ALLYSON KINZEL

    DIRECTOR/VICE CHAIR & SECRETARY

    Total calculated
    $1,196,709
    From this org
    $0
    From related orgs
    $1,149,924
    Other
    $46,785
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $597,052 related
    Bonus
    $0 + $287,049 related
    Other
    $0 + $265,823 related
    Deferred
    $0 + $30,950 related
    Nontaxable benefits
    $0 + $15,835 related
    Filer's total
    $0 + $1,196,709 related

  • FATIMA SHERIFF

    DIRECTOR

    Total calculated
    $550,560
    From this org
    $0
    From related orgs
    $509,712
    Other
    $40,848
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,288 related
    Bonus
    $0 + $126,106 related
    Other
    $0 + $79,318 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $12,798 related
    Filer's total
    $0 + $550,560 related

  • OMER SULTAN

    DIRECTOR

    Total calculated
    $1,358,768
    From this org
    $0
    From related orgs
    $1,306,886
    Other
    $51,882
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $763,803 related
    Bonus
    $0 + $356,262 related
    Other
    $0 + $186,821 related
    Deferred
    $0 + $35,950 related
    Nontaxable benefits
    $0 + $15,932 related
    Filer's total
    $0 + $1,358,768 related

  • JOHN ZERWAS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • EMILY KUO

    ASSOCIATE GEN CSL (THRU 12/23)

    Total calculated
    $549,106
    From this org
    $499,559
    From related orgs
    $0
    Other
    $49,547
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $349,300
    Bonus
    $33,580
    Other
    $116,679
    Deferred
    $48,050
    Nontaxable benefits
    $1,497
    Filer's total
    $549,106

  • KIMBERLY BERGEN

    VP & CFO (THRU 12/23)

    Total calculated
    $592,612
    From this org
    $498,704
    From related orgs
    $0
    Other
    $93,908
    Hours/week
    13 + 17 related

    Schedule J breakdown matched by us

    Base
    $345,200
    Bonus
    $49,785
    Other
    $103,719
    Deferred
    $54,250
    Nontaxable benefits
    $39,658
    Filer's total
    $592,612

  • LAURA GILCHRIST

    VP/GEN CSL (THRU 12/23)

    Total calculated
    $589,078
    From this org
    $549,702
    From related orgs
    $0
    Other
    $39,376
    Hours/week
    11 + 19 related

    Schedule J breakdown matched by us

    Base
    $347,700
    Bonus
    $49,620
    Other
    $152,382
    Deferred
    $18,192
    Nontaxable benefits
    $21,184
    Filer's total
    $589,078

  • LARRY KELLER

    AVP/ACCOUNTING (THRU 12/23)

    Total calculated
    $451,665
    From this org
    $374,028
    From related orgs
    $0
    Other
    $77,637
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $256,900
    Bonus
    $24,700
    Other
    $92,428
    Deferred
    $10,410
    Nontaxable benefits
    $67,227
    Filer's total
    $451,665

  • JIM INCALCATERRA

    TREASURER

    Total calculated
    $474,134
    From this org
    $0
    From related orgs
    $428,107
    Other
    $46,027
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,077 related
    Bonus
    $0 + $98,435 related
    Other
    $0 + $39,595 related
    Deferred
    $0 + $30,450 related
    Nontaxable benefits
    $0 + $15,577 related
    Filer's total
    $0 + $474,134 related

  • FELIPE LOZANO

    ASSISSTANT TREASURER

    Total calculated
    $151,727
    From this org
    $0
    From related orgs
    $131,623
    Other
    $20,104
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $102,874 related
    Bonus
    $0 + $13,874 related
    Other
    $0 + $14,875 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,104 related
    Filer's total
    $0 + $151,727 related

  • GABRIEL GUTIERREZ

    ASSISSTANT TREASURER

    Total calculated
    $165,694
    From this org
    $0
    From related orgs
    $135,660
    Other
    $30,034
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $117,709 related
    Bonus
    $0 + $15,216 related
    Other
    $0 + $2,735 related
    Deferred
    $0 + $7,748 related
    Nontaxable benefits
    $0 + $22,286 related
    Filer's total
    $0 + $165,694 related

  • TRACI UNDERWOOD

    LEGAL ADMINISTRATIVE MANAGER

    Total calculated
    $202,161
    From this org
    $160,696
    From related orgs
    $0
    Other
    $41,465
    Hours/week
    5.5 + 34.5 related

    Schedule J breakdown matched by us

    Base
    $125,911
    Bonus
    $2,400
    Other
    $32,385
    Deferred
    $3,050
    Nontaxable benefits
    $38,415
    Filer's total
    $202,161

  • VERONIQUE MCCASKILL

    DIRECTOR/FIN REPORTING/TREAS SERV

    Total calculated
    $376,360
    From this org
    $282,009
    From related orgs
    $0
    Other
    $94,351
    Hours/week
    9 + 31 related

    Schedule J breakdown matched by us

    Base
    $220,348
    Bonus
    $21,153
    Other
    $40,508
    Deferred
    $28,050
    Nontaxable benefits
    $66,301
    Filer's total
    $376,360

  • TRINH NGUYEN

    SENIOR FINANCIAL MANAGEMENT ANALYST

    Total calculated
    $202,125
    From this org
    $149,263
    From related orgs
    $0
    Other
    $52,862
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $123,087
    Bonus
    $2,363
    Other
    $23,813
    Deferred
    $14,373
    Nontaxable benefits
    $38,489
    Filer's total
    $202,125

  • ANGELA HARRISON THOMAS

    MANAGER, PAYROLL SERVICES

    Total calculated
    $213,956
    From this org
    $146,071
    From related orgs
    $0
    Other
    $67,885
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $137,944
    Bonus
    $2,648
    Other
    $5,479
    Deferred
    $2,000
    Nontaxable benefits
    $65,885
    Filer's total
    $213,956

  • LORI STEWART

    STAFF ASSISSTANT

    Total calculated
    $204,706
    From this org
    $151,895
    From related orgs
    $0
    Other
    $52,811
    Hours/week
    5.5 + 34.5 related

    Schedule J breakdown matched by us

    Base
    $117,851
    Bonus
    $2,264
    Other
    $31,780
    Deferred
    $33,050
    Nontaxable benefits
    $19,761
    Filer's total
    $204,706

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

  • 4a · Severance or change-of-control payment

Answered no

  • 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

The filer's explanations (Part III)

PART I, LINE 3
MDASC'S PRESIDENT IS NOT AN EMPLOYEE OF MDASC. THE PRESIDENT'S COMPENSATION IS ESTABLISHED AND PAID BY HIS EMPLOYER, THE UNIVERSITY OF TEXAS M. D. ANDERSON CANCER CENTER, PURSUANT TO ITS COMPENSATION REVIEW PROCESSES. AS INDICATED BELOW, THE COMPENSATION PAID BY MDACC AND REPORTED ON SCHEDULE J, PART II WAS NOT FOR SERVICES PROVIDED TO MDASC.
PART I, LINE 4A
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS: KIMBERLY BERGEN - $656,575 LAURA GILCHRIST - $585,873 LARRY KELLER - $163,467
SCHEDULE J:
NOTE 1: EMPLOYEES, INCLUDING OFFICERS, OF MDASC PROVIDE SERVICES TO MDAPN, A RELATED ORGANIZATION. MDAPN DOES NOT PAY THESE EMPLOYEES DIRECTLY. RATHER, MDASC INVOICES MDAPN IN ORDER THAT THESE COSTS MIGHT BE REIMBURSED. WAGE INCOME IS ISSUED AND REPORTED BY MDASC AS REPORTED HERE. THE LABOR EXPENSE REPORTED ON FORM 990, PART IX, HOWEVER, REFLECTS ONLY THE NET EXPENSE TO THE FILING ORGANIZATION. NOTE 2: MCKEE, SHERIFF, KINZEL, SULTAN, INCALCATERRA, LOZANO AND GUTIERREZ WERE EMPLOYEES OF MDACC AND BOARD MEMBERS. THEIR CALENDAR YEAR 2023 COMPENSATION FROM MDACC WAS EARNED IN THEIR CAPACITIES AS EMPLOYEES OF MDACC, AND NOT FOR SERVICE TO MDASC. NOTE 3: AS OF DECEMBER 31, 2023, MDASC NO LONGER EMPLOYS ANY INDIVIDUALS.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202541969349301814

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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