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Nonprofiteer
← SOUTHWESTERN MEDICAL DISTRICT

Form 990 for tax year 2024

Filed by SOUTHWESTERN MEDICAL DISTRICT.

Totals

Total revenue
$2,557,951
Total expenses
$2,920,856
Contributions and grants received
$2,497,703
Grants paid
$0
Program service revenue
$0
Investment income
$60,248
Other revenue
$0
Total assets, end of year
$1,565,776
Total liabilities, end of year
$12,596
Net assets or fund balances, end of year
$1,553,180
Program services expenses (Part IX)
$2,675,057
Management and general expenses
$245,799
Fundraising expenses
$0
Program service expenses (Part III)
$2,675,057

Program services were 91.6% 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.

  • 1d · Related organizations

    $2,497,678

  • 1f · All other contributions, gifts and grants

    $25

  • 3 · Investment income

    total $60,248 · excluded $60,248

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $50,305 · management and general $50,305

  • 11b · Fees: legal

    total $767 · management and general $767

  • 11c · Fees: accounting

    total $3,675 · management and general $3,675

  • 11g · Fees: other

    total $173,374 · management and general $173,374

  • 23 · Insurance

    total $4,992 · management and general $4,992

  • 24a · Other expenses: CAMPUS IMPROVEMENT PROJ

    total $1,191,894 · program services $1,191,894

  • 24b · Other expenses: FIRST DATA BANK

    total $764,326 · program services $764,326

  • 24c · Other expenses: SHARED SHUTTLE ROUTES

    total $602,249 · program services $602,249

  • 24d · Other expenses: LANDSCAPING

    total $55,314 · program services $55,314

  • 24e · All other expenses

    total $73,960 · program services $61,274 · management and general $12,686

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,422,509 · end of year $960,735

  • 9 · Prepaid expenses and deferred charges

    beginning of year $579,671 · end of year $605,041

  • 17 · Accounts payable and accrued expenses

    beginning of year $86,095 · end of year $12,596

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,916,085 · end of year $1,553,180

Mission and programs · 2024

Mission

TO PROMOTE THE MISSION OF ITS CORPORATE MEMBERS, WHO PROVIDE HEALTHCARE SERVICES TO THE PUBLIC, THROUGH IMPROVEMENT OF PROPERTY AND SERVICES OF THE CORPORATE MEMBERS, AND BEAUTIFICATION OF SPECIFIED PUBLIC AREAS OF DALLAS, TEXAS COMMUNITY.

  • FIRST DATA BANK PHARMACY DRUG DATABASE - IMPROVEMENT OF SERVICES OF THE CORPORATE MEMBERS

    Expenses $764,326

  • MEDICAL DISTRICT MASTER PLAN UPDATE

    Expenses $637,272

  • SHARED SHUTTLE ROUTES - SERVICES OF SHUTTLES IN THE MEDICAL DISTRICT AREA SHARED BY CORPORATE MEMBERS

    Expenses $602,249

  • LANDSCAPE AND OTHER MAINTENANCE

    Expenses $55,314

  • GATEWAY AND WAYFINDING SIGNAGE

    Expenses $615,896

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Daniel Podolsky MD

    PRESIDENT

    Total calculated
    $3,215,250
    From this org
    $0
    From related orgs
    $3,168,532
    Other
    $46,718
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,677,705 related
    Bonus
    $0 + $490,107 related
    Other
    $0 + $720 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $17,393 related
    Filer's total
    $0 + $3,215,250 related

  • David Biegler

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Richard Humphrey

    ASSISTANT TREASURER

    Total calculated
    $854,033
    From this org
    $0
    From related orgs
    $780,023
    Other
    $74,010
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $780,023 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $49,052 related
    Nontaxable benefits
    $0 + $24,958 related
    Filer's total
    $0 + $854,033 related

  • Christopher Durovich

    DIRECTOR

    Total calculated
    $4,345,282
    From this org
    $0
    From related orgs
    $4,271,429
    Other
    $73,853
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,957,214 related
    Bonus
    $0 + $2,220,440 related
    Other
    $0 + $93,775 related
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $50,853 related
    Filer's total
    $0 + $4,345,282 related

  • Frederick Cerise MD

    DIRECTOR

    Total calculated
    $1,228,500
    From this org
    $0
    From related orgs
    $1,134,696
    Other
    $93,804
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,117,904 related
    Bonus
    $0
    Other
    $0 + $16,792 related
    Deferred
    $0 + $55,469 related
    Nontaxable benefits
    $0 + $38,335 related
    Filer's total
    $0 + $1,228,500 related

  • Marge Petty JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Montgomery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Holly Crawford

    TREASURER

    Total calculated
    $1,047,584
    From this org
    $0
    From related orgs
    $998,530
    Other
    $49,054
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $772,627 related
    Bonus
    $0 + $225,183 related
    Other
    $0 + $720 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $19,729 related
    Filer's total
    $0 + $1,047,584 related

  • Michael Serber

    VP OF FINANCE AND CFO

    Total calculated
    $811,386
    From this org
    $0
    From related orgs
    $757,920
    Other
    $53,466
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,971 related
    Bonus
    $0 + $146,685 related
    Other
    $0 + $270,264 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $24,141 related
    Filer's total
    $0 + $811,386 related

  • Ruben Esquivel

    SECRETARY

    Total calculated
    $254,723
    From this org
    $0
    From related orgs
    $217,400
    Other
    $37,323
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,449 related
    Bonus
    $0 + $14,936 related
    Other
    $0 + $1,015 related
    Deferred
    $0 + $17,594 related
    Nontaxable benefits
    $0 + $19,729 related
    Filer's total
    $0 + $254,723 related

  • Stephanie Smith

    ASSISTANT SECRETARY

    Total calculated
    $493,741
    From this org
    $0
    From related orgs
    $416,420
    Other
    $77,321
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,936 related
    Bonus
    $0 + $99,750 related
    Other
    $0 + $50,734 related
    Deferred
    $0 + $60,631 related
    Nontaxable benefits
    $0 + $16,690 related
    Filer's total
    $0 + $493,741 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

No itemized grants to organizations 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
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202513219349314251

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