2024-07-15T15:42:45-05:00 2023-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2022-09-01 752655008 UT SOUTHWESTERN MONCRIEF CANCER CENTER MONCRIEF CANCER INSTITUTE UTSO 8172889800 400 W MAGNOLIA AVE FORT WORTH TX 76104 MICHAEL SERBER ASSISTANT TREASURER 8172889800 2024-07-14 1 MICHAEL SERBER 999009999 1 EMILY LANDRY P01614538 8172599100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MONCRIEF CANCER INSTITUTE MICHAEL SERBER 400 W MAGNOLIA AVE FORT WORTH TX 76104 12312865 0 X WWW.MONCRIEF.COM X 1958 TX TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND THEIR FAMILIES. 4 1 0 5 0 0 8197076 9444762 0 0 171716 224916 2439902 2643187 10808694 12312865 97422 114058 0 0 0 0 0 0 154801 12007062 13068590 12104484 13182648 -1295790 -869783 41907777 38490758 11683139 9064197 30224638 29426561 X TO BE A LEADER IN OUR COMMUNITY'S EFFORTS TO FIGHT CANCER AND REDUCE ITS BURDEN THROUGHOUT THE CONTINUUM OF CARE SETTING, USING EDUCATION, AWARENESS, PREVENTION, EARLY DETECTION, BEHAVIORAL AND NUTRITIONAL SCIENCES AND RESEARCH. 0 0 4769623 MONCRIEF CANCER INSTITUTE'S BREAST AND CERVICAL CANCER SCREENING PROGRAM OFFERS MAMMOGRAMS, CLINICAL BREAST EXAMS, AND PAP/HPV CO-TESTS TO UNDERSERVED/UNINSURED WOMEN. THE PROGRAM ENSURES PATIENTS WITH LIMITED ACCESS CAN OBTAIN THE RECOMMENDED SCREENING. THROUGH OUR COMPREHENSIVE PATIENT NAVIGATION PROCESS, PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO OBTAIN FURTHER STUDIES AND THERAPEUTIC OPTIONS SHOULD THEY BE REQUIRED. IN THE PAST YEAR, THE PROGRAM PROVIDED OVER 9,500 BREAST CANCER SCREENINGS AND DIAGNOSTICS AND 1,500 CERVICAL CANCER SCREENINGS AND DIAGNOSTICS. 827975 MONCRIEF CANCER INSTITUTE'S COLORECTAL CANCER SCREENING PROGRAM IS FREE FOR INDIVIDUALS WHO ARE UNDERSERVED/UNINSURED AND MEET THE CLINICAL ELIGIBILITY REQUIREMENTS. PATIENTS ARE MAILED AN AT-HOME COLORECTAL CANCER SCREENING TEST. PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO OBTAIN A COLONOSCOPY. MONCRIEF PARTNERS WITH HOSPITALS, CLINICS, AND HEALTHCARE PROVIDERS IN MORE THAN 90 COUNTIES ACROSS NORTH AND EAST TEXAS TO PERFORM DIAGNOSTIC COLONOSCOPIES. OVER THE PAST YEAR, MORE THAN 5,000 PATIENTS COMPLETED AT-HOME COLORECTAL CANCER SCREENING TESTS, AND OVER 150 PATIENTS HAD COLONOSCOPIES COMPLETED. 622287 MONCRIEF CANCER INSTITUTE'S LUNG CANCER SCREENING PROGRAM PROVIDES FREE SERVICES FOR CURRENT AND FORMER SMOKERS WHO ARE UNDERSERVED/UNINSURED AND MEET THE ELIGIBILITY REQUIREMENTS. PATIENTS RECEIVE AN ANNUAL LOW-DOSE CT SCAN AT ONE OF OUR FIVE PARTNER SCREENING SITES. PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO RECOMMENDED FOLLOW-UP. OVER THE PAST YEAR, THE PROGRAM PROVIDED NEARLY 1,000 SCREENINGS AND OVER 200 FOLLOW-UP AND DIAGNOSTIC SERVICES. 529316 MONCRIEF CANCER INSTITUTE'S SURVIVORSHIP AND WELLNESS SUPPORT SERVICES HAVE PROVIDED A WIDE RANGE OF SERVICES TO CANCER PATIENTS AND SURVIVORS OVER THE PAST SEVEN YEARS. THE PROGRAM INCLUDES FERTILITY PRESERVATION, GENETIC TESTING AND COUNSELING, NUTRITION PLANNING, COOKING CLASSES, EXERCISE SESSIONS, AND PSYCHOLOGISTS AND SOCIAL WORKERS TO ASSIST WITH EMOTIONAL AND FINANCIAL CHALLENGES. MONCRIEF CANCER INSTITUTE ALSO HAS A PROGRAM DESIGNED FOR ADOLESCENTS AND YOUNG ADULTS DEALING WITH CANCER. 266396 MONCRIEF CANCER INSTITUTE MOBILE SCREENING CLINICS PROVIDES FREE BREAST, CERVICAL, AND PROSTATE CANCER SCREENINGS TO THE RURAL UNDERSERVED POPULATION. MONCRIEF PARTNERS WITH OVER 150 HOSPITALS, CLINICS, AND HEALTHCARE PROVIDERS IN MORE THAN 90 COUNTIES IN NORTH AND CENTRAL TEXAS TO DELIVER SCREENING SERVICES, 46579 MONCRIEF CANCER INSTITUTE'S PROSTATE CANCER SCREENING PROGRAM OFFERS FREE PSA BLOOD TESTS TO UNDERSERVED/UNINSURED MEN IN TARRANT COUNTY. THE PROGRAM ENSURES PATIENTS WITH LIMITED ACCESS CAN OBTAIN THE RECOMMENDED SCREENING. THROUGH OUR COMPREHENSIVE PATIENT NAVIGATION PROCESS, PATIENTS WITH POSITIVE FINDINGS ARE NAVIGATED TO OBTAIN FURTHER STUDIES AND THERAPEUTIC OPTIONS SHOULD THEY BE REQUIRED. IN THE FIRST TWO YEARS OF THE PROGRAM, MORE THAN 1,900 INDIVIDUALS WERE SCREENED FOR PROSTATE CANCER. 3787282 114058 ORIGINALLY A RADIATION THERAPY CENTER, MONCRIEF CANCER INSTITUTE HAS EVOLVED INTO A PROVIDER OF SERVICES DESIGNED TO REDUCE THE BURDEN OF CANCER. AS A RESULT, MONCRIEF CANCER INSTITUTE IS PROVIDING FREE CANCER SCREENING SERVICES TO THOSE WHO OTHERWISE WOULDN'T HAVE ACCESS; DETECTING CANCERS AT EARLIER, MORE TREATABLE STAGES; HELPING PATIENTS OBTAIN ACCESS TO TREATMENT; AND AIDING CANCER SURVIVORS IN RESUMING NORMAL AND ACTIVE LIFESTYLES. DELIVERING CARE IN OVER 90 NORTH AND EAST TEXAS COUNTIES AT A PHYSICAL FORT WORTH LOCATION, WITHIN PARTNER CLINICS, AND ABOARD TWO MOBILE SCREENING CLINICS, MONCRIEF CANCER INSTITUTE'S IMPLEMENTATION OF THESE SERVICES SUPPORTS ITS CONTINUED MISSION OF EASING THE BURDEN OF CANCER THROUGHOUT THE CONTINUUM OF CARE. 4629573 114058 10849458 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 105 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KEITH ARGENBRIGHT MD 8172889800 400 W MAGNOLIA AVE FORT WORTH TX 76104 MACK MITCHELL MD CHAIRMAN AND PRESIDENT 1.00 40.00 X X 0 660752 40972 KIT MONCRIEF DIRECTOR 1.00 1.00 X 0 0 0 HOLLY CRAWFORD DIRECTOR 1.00 40.00 X 0 918001 40972 CARLOS ARTEAGA MD DIRECTOR 1.00 40.00 X 0 904771 79989 MICHAEL SERBER SECRETARY AND TREASURER 1.00 40.00 X 0 466257 46811 KEITH ARGENBRIGHT MD DIRECTOR 1.00 40.00 X 0 451044 44972 0 3400825 253716 0 0 1 0 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 MEDICAL SERVICES 797910 SCHAEFER ADVERTISING CO LTD 1228 SOUTH ADAMS ST FORT WORTH TX 76104 ADVERTISING 253238 ROSE IMAGING SPECIALISTS PA PO BOX 203268 DALLAS TX 75320 MEDICAL SERVICES 247454 COLUMBIA MEDICAL CENTER OF TEXAS SUBSID PO BOX 406310 ATLANTA GA 30384 MEDICAL SERVICES 140592 AHI FACILITY SERVICES INC 1253 ROUND TABLE DR DALLAS TX 75247 HOUSEKEEPING SERVICES 120552 7 3384310 6060452 9444762 224916 224916 436 436 2642751 0 2642751 2642751 2642751 12312865 0 0 2868103 X 14570 14570 99488 99488 49969 49969 164007 111525 52482 65934 65934 9321220 8168524 1004706 147990 316396 253412 60047 2937 275422 223143 51566 713 227040 166396 60644 763912 524571 239341 77680 61536 16144 1320838 898170 422668 165010 112207 52803 AUTO EXPENSES 94374 94374 CERTIFICATIONS & CONTIN 90366 18709 71657 MISCELLANEOUS 72717 39128 30428 3161 MEDICAL SUPPLIES 63705 63705 13182648 10849458 2178389 154801 842707 1829563 10623962 8172265 50975 63105 47941494 23147519 25862196 24793975 4527937 3631850 41907777 38490758 2304760 1720558 9378379 7343639 11683139 9064197 X 28591543 27721760 1633095 1704801 30224638 29426561 41907777 38490758 -869783 71706 0 X X 0 1 X 1 1 1 X X 1 UT SOUTHWESTERN MEDICAL CENTER 756002868 6 1 6867188 0 1 6867188 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 518966 0 1633095 71706 1704801 1997741 -364646 1633095 1689189 308552 1997741 1567922 121267 1689189 1659170 -91248 1567922 1.00000 0 0 4285018 4285018 41100050 21379541 19720509 1362288 1292054 70234 1194138 475924 718214 24793975 BENEFICIAL INTEREST IN PERPETUAL TRUST 1704801 DUE FROM MONCRIEF CANCER FOUNDATION 1462473 ACCOUNTS RECEIVABLE - RELATED PARTY 464576 3631850 X 12384571 71706 71706 12312865 0 12312865 13182648 0 13182648 0 13182648 PART X, LINE 2: MONCRIEF IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE, AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY MONCRIEF AND RECOGNIZE A TAX LIABILITY IF MONCRIEF HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY MONCRIEF AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS, MONCRIEF IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 1 ASSISTANCE FOR INDIGENT CARE 91 99488 0 0 0 0 0 0 0 0 0 CARLOS ARTEAGA MD DIRECTOR 0 759051 0 145000 0 720 0 64942 0 15047 0 984760 0 0 HOLLY CRAWFORD DIRECTOR 0 674687 0 176500 0 66814 0 25925 0 15047 0 958973 0 0 MACK MITCHELL MD CHAIRMAN AND PRESIDENT 0 472675 0 187357 0 720 0 25925 0 15047 0 701724 0 0 MICHAEL SERBER SECRETARY AND TREASURER 0 321877 0 143660 0 720 0 25925 0 20886 0 513068 0 0 KEITH ARGENBRIGHT MD DIRECTOR 0 431044 0 20000 0 0 0 29925 0 15047 0 496016 0 0 HOLLY CRAWFORD AND MICHAEL SERBER OFFICER - UT SOUTHWESTERN MONCRIEF CANCER CTR & UT SOUTHWESTERN MEDICAL C 6867188 MONCRIEF CANCER INSTITUTE HAS TRANSACTIONS WITH UT SOUTHWESTERN AS PART OF THE MASTER SERVICES AGREEMENT FOR SHARING OF EMPLOYEES AND OTHER RESOURCES RELATED TO INFORMATION RESOURCES, IT, ADVERTISING & PRINTING, CONSULTING AND MANAGEMENT. HOLLY CRAWFORD AND MICHAEL SERBER ARE OFFICERS OF UT SOUTHWESTERN AND OFFICERS & DIRECTORS OF MONCRIEF CANCER INSTITUTE. 0 FORM 990, PART VI, SECTION A, LINE 6 DR. PODOLSKY, AS PRESIDENT OF UT SOUTHWESTERN, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DR. PODOLSKY, IN HIS CAPACITY AS MEMBER, HAS THE SOLE AUTHORITY TO APPOINT DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MICHAEL SERBER, ASSISTANT TREASURER, BEFORE SUBMISSION TO DR. MACK MITCHELL, PRESIDENT AND CHAIRMAN, FOR REVIEW. ALL BOARD MEMBERS CAN REQUEST A COPY OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C MONCRIEF CANCER INSITUTE FOLLOWS THE WRITTEN CONFLICT OF INTEREST POLICY OF UT SOUTHWESTERN 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 18 THE FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,528,792. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,528,792. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 5,041. MANAGEMENT AND GENERAL EXPENSES 10,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,941. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 10,862. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,862. BENEFITS: PROGRAM SERVICE EXPENSES 1,250,798. MANAGEMENT AND GENERAL EXPENSES 126,721. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,377,519. ADMIN SERVICE FEE: PROGRAM SERVICE EXPENSES 429,890. MANAGEMENT AND GENERAL EXPENSES 49,394. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 479,284. LEASED EMPLOYEES WAGES: PROGRAM SERVICE EXPENSES 3,681,240. MANAGEMENT AND GENERAL EXPENSES 782,647. FUNDRAISING EXPENSES 147,990. TOTAL EXPENSES 4,611,877. CONSULTING: PROGRAM SERVICE EXPENSES 162,130. MANAGEMENT AND GENERAL EXPENSES 855. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,985. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 95,376. MANAGEMENT AND GENERAL EXPENSES 34,189. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,565. PATIENT SUPPORT: PROGRAM SERVICE EXPENSES 4,395. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,395. 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) 0 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 HIGHER EDUCATION, RESEARCH, AND PROVISION OF MEDICAL CARE. TX 501(C)(3) LINE 6 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 MONCRIEF CANCER FOUNDATION C 3384310 FMV UT SOUTHWESTERN MEDICAL CENTER J 1373917 FMV UT SOUTHWESTERN MEDICAL CENTER N 396858 FMV UT SOUTHWESTERN MEDICAL CENTER O 6470330 FMV UT SOUTHWESTERN MEDICAL CENTER S 74418 FMV