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Nonprofiteer
← M D ANDERSON SERVICES CORPORATION

Form 990 for tax year 2024

Filed by M D ANDERSON SERVICES CORPORATION.

Totals

Total revenue
$49,611,351
Total expenses
$4,293,290
Contributions and grants received
$465,869
Grants paid
$614,488
Program service revenue
$4,710,206
Investment income
$44,448,342
Other revenue
-$13,066
Total assets, end of year
$1,008,427,608
Total liabilities, end of year
$111,182,013
Net assets or fund balances, end of year
$897,245,595
Program services expenses (Part IX)
$1,081,066
Management and general expenses
$3,212,224
Fundraising expenses
$0
Program service expenses (Part III)
$1,081,066

Program services were 25.2% 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

    $465,869

  • 2a · Program service revenue: CORP SERVICES REVENUE

    total $2,698,645 · related or exempt $2,698,645

  • 2b · Program service revenue: CLINICAL SUPPORT

    total $2,011,561 · related or exempt $2,011,561

  • 3 · Investment income

    total $43,375,076 · related or exempt $42,947,752 · excluded $427,324

  • 7a · Gross sales of assets other than inventory

    securities $1,073,266

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,073,266

  • 7d · Net gain or loss

    total $1,073,266 · excluded $1,073,266

  • 11a · Other revenue: FOREIGN CURRENCY LOSS

    total -$13,066 · excluded -$13,066

  • 11e · Other revenue, total

    -$13,066

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $297,401 · program services $297,401

  • 2 · Grants to domestic individuals

    total $317,087 · program services $317,087

  • 11b · Fees: legal

    total $168,087 · program services $360 · management and general $167,727

  • 11c · Fees: accounting

    total $78,036 · program services $32,775 · management and general $45,261

  • 11g · Fees: other

    total $167,838 · program services -$1,585 · management and general $169,423

  • 13 · Office expenses

    total $697 · program services $418 · management and general $279

  • 16 · Occupancy

    total -$284 · program services -$156 · management and general -$128

  • 17 · Travel

    total $57,598 · program services $52,219 · management and general $5,379

  • 21 · Payments to affiliates

    total $275,023 · program services $242,020 · management and general $33,003

  • 22 · Depreciation, depletion and amortization

    total $1,156,212 · management and general $1,156,212

  • 23 · Insurance

    total $61,664 · program services $10,000 · management and general $51,664

  • 24a · Other expenses: EQUIPMENT & SOFTWARE

    total $1,579,195 · program services $0 · management and general $1,579,195

  • 24b · Other expenses: CLINICAL BUS. OVERSIGHT

    total $130,296 · program services $130,296 · management and general $0

  • 24c · Other expenses: MERCHANT FEES

    total $1,303 · program services $231 · management and general $1,072

  • 24e · All other expenses

    total $3,137 · management and general $3,137

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $89,591,748 · end of year $96,757,840

  • 4 · Accounts receivable

    beginning of year $687,685 · end of year $3,229,746

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,027 · end of year $16,700

  • 10a · Land, buildings and equipment: cost or other basis

    $63,916

  • 10b · Land, buildings and equipment: accumulated depreciation

    $23,081

  • 10c · Land, buildings and equipment, net

    beginning of year $102,890 · end of year $40,835

  • 15 · Other assets

    beginning of year $858,179,115 · end of year $908,382,487

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,143 · end of year $328,490

  • 19 · Deferred revenue

    end of year $125,000

  • 25 · Other liabilities

    beginning of year $136,904,931 · end of year $110,728,523

  • 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 $811,611,391 · end of year $897,245,595

Mission and programs · 2024

Mission

M. D. ANDERSON SERVICES CORPORATION ("MDASC OR THE ORGANIZATION") SERVES AS AN INSTRUMENT OF THE UNIVERSITY OF TEXAS M. D. ANDERSON CANCER CENTER ("MDACC") IN ITS EFFORTS TO ACHIEVE ITS MISSION. MDACC'S MISSION IS TO ELIMINATE CANCER IN TEXAS, THE U.S., AND THE WORLD THROUGH OUTSTANDING PROGRAMS THAT INTEGRATE PATIENT CARE, RESEARCH, AND PREVENTION, AND THROUGH EDUCATION FOR UNDERGRADUATE AND GRADUATE STUDENTS, TRAINEES, PROFESSIONALS, EMPLOYEES, AND THE PUBLIC.

Activities or mission (Part I)

MDASC PROVIDES A BROAD RANGE OF SERVICES TO ELEVATE THE LEVEL OF CANCER CARE IN THE COMMUNITY.

  • SERVICES: MDASC IS A TEXAS NONPROFIT CORPORATION THAT WAS ORGANIZED IN 1989 AS A SUPPORTING ORGANIZATION TO MDACC. MDACC IS ONE OF THE WORLD'S MOST RESPECTED INSTITUTIONS DEVOTED EXCLUSIVELY TO CANCER PATIENT CARE, RESEARCH, EDUCATION AND PREVENTION. MDASC SUPPORTS MDACC'S MISSION BY ACTING AS AN INSTRUMENT THROUGH WHICH MDACC DELIVERS PROGRAMS TO ACHIEVE MDACC'S MISSION. MDASC'S LONGEST ESTABLISHED EXTRAMURAL RELATIONSHIPS ARE SERVICES AGREEMENTS, PURSUANT TO WHICH MDASC PROVIDES A BROAD RANGE OF CLINICAL SUPPORT SERVICES (INCLUDING MDACC'S CLINICAL GUIDELINES, MULTI-DISCIPLINARY TREATMENT PLANNING METHODOLOGIES, ONCOLOGY QUALITY MANAGEMENT AND BEST PRACTICES PROGRAMS, PHYSICIAN EDUCATION, AND ONCOLOGY CONSULTATIONS) TO ADVANCE THE TREATMENT OF CANCER IN COMMUNITY HOSPITAL OR INTERNATIONAL SETTINGS. PURSUANT TO THE SERVICES AGREEMENT FOR M. D. ANDERSON INTERNATIONAL ESPANA IN MADRID, SPAIN, MDASC SUPPORTS SPAIN'S FIRST MULTI-DISCIPLINARY FULL-SERVICE CANCER CENTER. THE SPAIN CANCER CENTER HAS PROVIDED A LEVEL OF SPECIALIZED ONCOLOGY CARE THAT WAS PREVIOUSLY UNAVAILABLE IN SPAIN. MDASC ROUTINELY ASSISTS MDACC IN ITS DEVELOPMENT OF VARIOUS PROGRAMS TO IMPLEMENT MDACC'S METHODOLOGIES FOR THE DELIVERY OF HIGH-QUALITY CANCER CARE IN COMMUNITY SETTINGS. FINALLY, MDASC PROVIDES MANAGEMENT EXPERTISE TO ITS RELATED NON-PROFIT EXEMPT ORGANIZATIONS, M. D. ANDERSON PHYSICIANS NETWORK AND MDACC. MDASC ALSO HOLDS AND ADMINISTERS A PERMANENT ENDOWMENT VALUED IN EXCESS OF $500 MILLION EXCLUSIVELY FOR THE BENEFIT OF MDACC.MDASC LAUNCHED THE CARING FUND IN 2011 TO ASSIST MDACC EMPLOYEES AND THEIR FAMILIES WITH RECOVERY FROM DISASTERS SUCH AS THE 2011 TEXAS WILDFIRES.THE CARING FUND POLICY HAS BEEN EXPANDED TO PROVIDE (A) FINANCIAL ASSISTANCE FOR SPECIFIC QUALIFYING FINANCIAL HARDSHIPS AND (B) FINANCIAL ASSISTANCE TO ELIGIBLE APPLICANTS WHO ARE CARRYING OUT ESSENTIAL DUTIES AS REQUIRED BY MD ANDERSON CANCER CENTER DURING A PUBLIC HEALTH EMERGENCY, SUCH AS COVID19, FOR COSTS RELATED TO COMING TO WORK SUCH AS TRANSPORTATION, TEMPORARY HOUSING, AND CHILDCARE. OVERALL, THE FUND HAS AIDED MORE THAN 2,500 EMPLOYEES THROUGH THE DISTRIBUTION OF GRANTS TO ELIGIBLE APPLICANTS.IN FY25, THE FUND ISSUED 593 GRANTS TO 593 RECIPIENTS TOTALING $317,087.

    Expenses $1,081,066 · Grants $614,488 · Revenue $47,657,958

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

Listed in Part VII

  • Jonathan Pruitt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Tadd Pullin

    DIRECTOR

    Total calculated
    $1,137,864
    From this org
    $0
    From related orgs
    $1,094,542
    Other
    $43,322
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $667,318 related
    Bonus
    $0 + $317,153 related
    Other
    $0 + $110,071 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $13,997 related
    Filer's total
    $0 + $1,137,864 related

  • Chris McKee

    CHAIR & PRESIDENT

    Total calculated
    $1,163,875
    From this org
    $0
    From related orgs
    $1,120,553
    Other
    $43,322
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $694,260 related
    Bonus
    $0 + $317,984 related
    Other
    $0 + $108,309 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $13,997 related
    Filer's total
    $0 + $1,163,875 related

  • Allyson Kinzel

    DIRECTOR/VICE CHAIR & SECRETARY

    Total calculated
    $1,213,936
    From this org
    $0
    From related orgs
    $1,164,498
    Other
    $49,438
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $671,894 related
    Bonus
    $0 + $329,695 related
    Other
    $0 + $162,909 related
    Deferred
    $0 + $32,412 related
    Nontaxable benefits
    $0 + $17,026 related
    Filer's total
    $0 + $1,213,936 related

  • Fatima Sheriff

    DIRECTOR

    Total calculated
    $561,529
    From this org
    $0
    From related orgs
    $515,110
    Other
    $46,419
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,962 related
    Bonus
    $0 + $138,518 related
    Other
    $0 + $57,630 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $17,094 related
    Filer's total
    $0 + $561,529 related

  • Omer Sultan

    DIRECTOR

    Total calculated
    $1,403,924
    From this org
    $0
    From related orgs
    $1,352,760
    Other
    $51,164
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $817,446 related
    Bonus
    $0 + $377,870 related
    Other
    $0 + $157,444 related
    Deferred
    $0 + $37,412 related
    Nontaxable benefits
    $0 + $13,752 related
    Filer's total
    $0 + $1,403,924 related

  • John Zerwas MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Emily Kuo

    ASSOCIATE VP

    Total calculated
    $460,784
    From this org
    $29,214
    From related orgs
    $399,308
    Other
    $32,262
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $17,572 + $314,715 related
    Bonus
    $11,642 + $79,175 related
    Other
    $0 + $5,418 related
    Deferred
    $0 + $30,273 related
    Nontaxable benefits
    $0 + $1,989 related
    Filer's total
    $29,214 + $431,570 related

  • Laura Gilchrist

    VP/GEN CSL

    Total calculated
    $854,998
    From this org
    $585,873
    From related orgs
    $269,006
    Other
    $119
    Hours/week
    11 + 19 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,943 related
    Bonus
    $0 + $59,063 related
    Other
    $585,873
    Deferred
    $0
    Nontaxable benefits
    $0 + $119 related
    Filer's total
    $585,873 + $269,125 related

  • James Incalcaterra

    TREASURER

    Total calculated
    $612,647
    From this org
    $0
    From related orgs
    $564,149
    Other
    $48,498
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,675 related
    Bonus
    $0 + $145,490 related
    Other
    $0 + $50,984 related
    Deferred
    $0 + $31,725 related
    Nontaxable benefits
    $0 + $16,773 related
    Filer's total
    $0 + $612,647 related

  • Felipe Lozano

    ASSISTANT TREASURER

    Total calculated
    $238,616
    From this org
    $0
    From related orgs
    $215,256
    Other
    $23,360
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,746 related
    Bonus
    $0 + $22,510 related
    Other
    $0
    Deferred
    $0 + $10,459 related
    Nontaxable benefits
    $0 + $12,901 related
    Filer's total
    $0 + $238,616 related

  • Gabriel Gutierrez

    ASSISTANT TREASURER

    Total calculated
    $209,628
    From this org
    $0
    From related orgs
    $181,506
    Other
    $28,122
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,767 related
    Bonus
    $0 + $18,338 related
    Other
    $0 + $29,401 related
    Deferred
    $0 + $6,246 related
    Nontaxable benefits
    $0 + $21,876 related
    Filer's total
    $0 + $209,628 related

  • Kimberly Bergen

    FORMER OFFICER

    Total calculated
    $656,575
    From this org
    $656,575
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $74,915
    Bonus
    $0
    Other
    $581,660
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $656,575

  • Larry Keller

    FORMER OFFICER

    Total calculated
    $211,475
    From this org
    $211,475
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $82,289
    Bonus
    $0
    Other
    $129,186
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $211,475

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 - $581,660 LAURA GILCHRIST - $585,873 LARRY KELLER - $129,186
SCHEDULE J:
NOTE 1: MCKEE, SHERIFF, KINZEL, SULTAN, INCALCATERRA, LOZANO AND GUTIERREZ WERE EMPLOYEES OF MDACC AND BOARD MEMBERS OR OFFICERS OF MDASC. THEIR CALENDAR YEAR 2024 COMPENSATION FROM MDACC WAS EARNED IN THEIR CAPACITIES AS EMPLOYEES OF MDACC, AND NOT FOR SERVICE TO MDASC. IT IS IMPORTANT TO NOTE THAT AS PART OF THEIR EMPLOYMENT WITH MDACC, THESE INDIVIDUALS PROVIDED LEADERSHIP OVERSIGHT TO MDASC.

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

  • THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER

    $297,401

    RESEARCH & GENERAL 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.

  • M D ANDERSON PHYSICIANS NETWORK

    501(C)(3) · TO TRANSFER PROGRAMS TO ELIMINATE CANCER TO THE BROAD COMMUNITY · TX

  • THE UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER

    PREVENT/TREAT/EDUCATE THE COMMUNITY ABOUT CANCER · TX

    Directly controlled by UNIVERSITY OF TEXAS SYSTEM

Provenance

Return type
form_990
Tax year
2024
Filed
15 July 2026
IRS schema version
2024v5.5
Source object
202621969349302677

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