2024-11-15T17:37:32+00:00 2023-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-01-01 742335396 University Health Foundation UNIV 2103589860 4502 Medical Drive MS 1-2 San Antonio TX 78229 Sara Alger President 2103589860 2024-11-16 true true Noelle Alberto P01704142 9727028262 2024-11-16 2023 2024-10-15 13:58:12Z X Sara Alger 4502 Medical Drive MS 1-2 San Antonio TX 78229 13040820 false X buildinglifelines.com X 1984 TX THE FOUNDATION WAS INCORPORATED AS A NON-PROFIT CORPORATION TO SOLICIT, RECEIVE, AND MAINTAIN FUNDS EXCLUSIVELY FOR SUPPORT OF THE UNIVERSITY HEALTH MISSION. 22 21 0 22 0 0 6263187 4852106 0 330438 1417097 -66052 -102911 6527573 6166292 951407 2963675 0 0 0 0 0 951407 2963675 5576166 3202617 29396470 34167572 50751 1619236 29345719 32548336 UNIVERSITY HEALTH FOUNDATION IMPROVES THE LIVES OF PATIENTS, FAMILIES, AND COMMUNITIES BY FUNDING TRANSFORMATIVE CARE AND MEDICAL INNOVATIONS TO ADVANCE THE WORK OF UNIVERSITY HEALTH. false false 2963675 2963675 THE MISSION OF UNIVERSITY HEALTH IS TO IMPROVE THE GOOD HEALTH OF THE COMMUNITY THROUGH HIGH QUALITY, COMPASSIONATE PATIENT CARE, INNOVATION, EDUCATION AND DISCOVERY. THE FOUNDATION WAS INCORPORATED AS A NON-PROFIT CORPORATION TO SOLICIT, RECEIVE AND MAINTAIN FUNDS EXCLUSIVELY FOR SUPPORT OF UNIVERSITY HEALTH'S MISSION. FUNDS ARE AVAILABLE FOR HEALTHCARE RELATED PURPOSES SUCH AS CONTINUING EDUCATION FOR PATIENTS AND STAFF, PATIENT SUPPORT PROGRAMS, CAPITAL PROJECT RENOVATIONS, EQUIPMENT PURCHASES AND SCHOLARSHIPS. 2963675 true true false false false false false false true false false false false true false true true false false false false false false true false false true true true false false false false false false false false true true false false false true false false false true 0 0 0 false false false false false true true false false false false false false X 22 21 false false true false true true false true true false false true true true true true true false false false X James Garcia 2103589300 4502 Medical Drive MS 89-1 San Antonio TX 78229 George B Hernandez Jr SECRETARY/TREASURER, UHS PRESIDENT 1.0 40.0 X X 0 1063258 40415 James Adams Chairman, Board of Managers 1.0 0.0 X X 0 0 0 Renee Yanta Chair 1.0 0.0 X X 0 0 0 Yvonne Gonzales Immediate Past Chair 1.0 0.0 X X 0 0 0 Albert W Hartman III Director 1.0 0.0 X 0 0 0 Ed Kelley Director 1.0 0.0 X 0 0 0 Frank Garza Director 1.0 0.0 X 0 0 0 Gerald Lee Director 1.0 0.0 X 0 0 0 James C Hasslocher Director 1.0 0.0 X 0 0 0 Janie Barrera Director 1.0 0.0 X 0 0 0 Jarvis Baker Director 1.0 0.0 X 0 0 0 Jason Fraser Director 1.0 0.0 X 0 0 0 Julie Bedingfield Director 1.0 0.0 X 0 0 0 Larry Kurth Director 1.0 0.0 X 0 0 0 Linda Elliott Director 1.0 0.0 X 0 0 0 Margaret A Kelley MD Director 1.0 0.0 X 0 0 0 Norma R Reyes Director 1.0 0.0 X 0 0 0 Randolph Harig Director 1.0 0.0 X 0 0 0 Robert Hromas MD Director 1.0 X 0 0 0 Shan Bagby Director 1.0 0.0 X 0 0 0 Steven J Pritchard Director 1.0 0.0 X 0 0 0 Trye Sadiq Director 1.0 0.0 X 0 0 0 Sara Alger President 40.0 1.0 X 0 288072 17737 Anna-Melissa Cavazos Development Director 40.0 1.0 X 0 108738 1489 Lupita Garza Development Director 40.0 1.0 X 0 103691 19606 0 1563759 79247 0 false true false 0 633369 4218737 191353 4852106 0 0 0 0 0 1336240 1336240 0 0 6739509 6658652 80857 0 80857 80857 112965 633369 215876 -102911 -102911 0 0 0 0 0 6166292 0 0 1314186 2516358 2516358 447317 447317 0 0 0 0 0 0 0 0 2963675 2963675 0 0 995463 28372942 14375406 2316121 6281406 3329709 482035 44648 0 0 0 0 0 0 7262160 104152 0 0 0 0 29396470 34167572 6187 11049 0 44564 1608187 50751 1619236 X 3900975 5456480 25444744 27091856 29345719 32548336 29396470 34167572 3202617 0 X false true X true false X X 1 Bexar County Hospital District dba University Health 746002164 3 true 2516358 447317 1 2516358 447317 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 653711 251000 23124 1757 926078 401005 250000 2706 653711 401293 62 -4 346 401005 403871 1796 290 4664 401293 338190 65681 403871 0.0 1.0 0.0 false false Due to University Health 1608187 1608187 8153464 1771296 0 1771296 6382168 -215876 -215876 6166292 4950847 1771296 215876 1987172 2963675 0 0 2963675 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INCOME FROM THE TRANSPLANT SERVICE ENDOWMENT IS TO BE USED TO PROVIDE SUPPORT TO PATIENTS WHO HAVE UNDERGONE AN ORGAN TRANSPLANT. IN 2007, AT THE DONORS' DIRECTION, THE SCOPE OF THIS ENDOWMENT WAS INCREASED TO MAKE INCOME AVAILABLE TO ENHANCE THE SALARIES OF MEDICAL PROFESSIONALS AT THE J. KENT TRINKLE CENTER FOR TRANSPLANT STUDIES. IN 2017, THE SCOPE OF THIS ENDOWMENT WAS FURTHER INCREASED BY THE DONOR TO ALLOW INCOME TO BE USED TO PROVIDE SUPPORT TO ORGAN DONORS. THE INCOME FROM THE PEDI TRANSPLANT ENDOWMENT IS TO SUPPORT THE SURGICAL DIRECTOR OF PEDIATRIC TRANSPLANTION FOR CONTINUING EDUCATION IN ADVANCED TECHNOLOGIES AND CARE; CLINICAL RESEARCH PROJECTS; AND OTHER SUPPLEMENTAL EXPENSES THAT ADVANCE EXCELLENCE IN WORLD-CLASS CARE WITH OUTSTANDING PATIENT OUTCOMES. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Direct Fundraising Expenses - -215876 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Direct Fundraising Expenses - 215876 Medical Miracle 746334 633369 112965 1181 170306 11286 3800 29303 0 0 746334 633369 112965 1181 170306 11286 3800 29303 215876 -102911 true University Health 4502 Medical Drive MS 1-2 San Antonio TX 78229 746002164 501(C)(3) 2325005 191353 FMV Food/Housing/Etc. Support various programs & departments 1 0 General Fund - Emergency EMP Assistance 10 6674 SP-Uvalde Victims Relief 5 379700 Transplant Endowment 7 2039 Children's Health Fund 8 2992 Pedi Trauma & Burn 11 11546 Pedi Trauma & Burn-B Kelso Fdn 9 8540 Eric Daniel Hernandez Memorial Scholarship 3 1000 Nursing Scholarship 12 17826 Our Sons & Daughters Scholarship 21 17000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. BASED ON THE PURPOSE/INTENT OF EACH RESTRICTED FUND, THE FUND OWNER IS REQUIRED TO SUBMIT A WRITTEN REQUEST WITH THE REASON FOR ASSISTANCE AND DOLLAR AMOUNT REQUESTED. FINANCIAL ASSISTANCE IS APPROVED WITH A REASON FOR ASSISTANCE AND DOLLAR AMOUNT REQUESTED. FINANCIAL ASSISTANCE APPROVAL THEN IS BASED ON THE RESTRICTED FUNDS' GUIDELINES. EACH EXPENDITURE PER INDIVIDUAL IS THEN TRACKED ON A YEARLY BASIS. THE FUNDS TO UNIVERSITY HEALTH SYSTEM, A RELATED ORGANIZATION, ARE TO SUPPORT VARIOUS PROGRAMS AND DEPARTMENT PURCHASES. DUE TO THE NATURE OF THE FOUNDATION'S RELATIONSHIP TO THE SYSTEM,FORMALLY TRACKING THE USE OF FUNDS IS UNNECESSARY. false false false false false false false false false George B Hernandez Jr SECRETARY/TREASURER, UHS PRESIDENT 0 851258 0 200000 0 12000 0 30000 0 10415 0 1103673 0 0 Sara Alger President 0 263072 0 25000 0 0 0 10785 0 6952 0 305809 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation UNIVERSITY HEALTH, A RELATED ORGANIZATION, DETERMINES THE PRESIDENT'S COMPENSATION. HUMAN RESOURCES ANNUALLY COMPARES THE PRESIDENT'S PAY TO SIMILAR POSITIONS AT OTHER ORGANIZATIONS AND PRESENTS THE INFORMATION TO THE CHIEF HUMAN RESOURCES AND CHIEF EXECUTIVE OFFICERS OF UNIVERSITY HEALTH FOR APPROVAL. X 4 3025 Market value X 15661 Market value X 4 1060 Market value X 1 7200 Market value X Toys 22 70676 Market value X Gift Cards/Baskets 104 87218 Market value X Tickets 15 6513 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Clothing and household goods - THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. Food inventory - THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. Drugs and medical supplies - THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. Other - Toys THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. Other - Gift Cards/Baskets THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. Art - Works of art - THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. Other - Tickets THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, CHAIR-ELECT, IMMEDIATE PAST CHAIR, SECRETARY-TREASURER AND AT LEAST TWO DIRECTORS APPOINTED BY THE CHAIR. BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE IS EMPOWERED AND HAS THE FULL POWER AND AUTHORITY TO EXERCISETHE POWERS OF THE BOARD OF DIRECTORS IN MANAGEMENT OF THE FOUNDATION. ALL ACTIONS ARE REPORTED TO THE FULL BOARD OF DIRECTORS AT THE NEXT MEETING. Form 990, Part VI, Line 4 Significant changes to organizational documents The certificate of formation was amended in 2023 to change the name of the Foundation to University Health Foundation and name Bexar County Hospital District dba University Health as the sole member. Form 990, Part VI, Line 6 Classes of members or stockholders Bexar County Hospital District dba University Health is the sole member of the Foundation. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BEXAR COUNTY HOSPITAL DISTRICT BOARD OF MANAGERS IS THE GOVERNING BODY OF UNIVERSITY HEALTH AND UNIVERSITY HEALTH FOUNDATION. THE BOARD OF MANAGERS HAVE THE EXCLUSIVE POWER TO APPOINT THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS TO ACT ON THEIR BEHALF. Form 990, Part VI, Line 11b Review of form 990 by governing body THE RETURN IS PREPARED WITH THE ASSISTANCE OF FOUNDATION STAFF AND THEN REVIEWED BY SENIOR STAFF. THEN THE FORM 990 IS PRESENTED TO THE EXECUTIVE AND FINANCE COMMITTEE FOR APPROVAL BEFORE FILING WITH THE IRS. THE RETURN WILL BE MADE AVAILABLE TO THE FULL BOARD FOR REVIEW BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy BOARD MEMBERS, OFFICERS AND STAFF OF THE ORGANIZATION ARE EXPECTED TO EXERCISE ATTENTION, GOOD JUDGMENT, AND PRUDENCE IN THEIR RELATIONSHIPS, OBLIGATIONS AND FINANCIAL INTERESTS, SO THAT PERSONAL GAIN OR BENEFIT DOES NOT CONFLICT WITH THE INTEREST OF THE ORGANIZATION. BOARD MEMBERS, OFFICERS AND STAFF ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE INTEGRITY OFFICER. A POTENTIAL CONFLICT OF INTEREST WILL BE JUDGED BY WHAT A REASONABLE PERSON WOULD DO UNDERTHE SAME OR SIMILAR CIRCUMSTANCES, INCLUDING ABSTAINING FROM VOTING ON THE MATTER. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Bexar County Hospital District dba University Health 4502 Medical Drive MS 1-2 San Antonio TX 78229 746002164 Health Services TX 501(c)(3) 3 NA false false true false false true false false false false false false true false false false true false true false