2025-11-17T16:48:42+00:00 2024-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-01-01 742335396 University Health Foundation UNIV 2103589860 4502 Medical Drive MS 1-2 San Antonio TX 78229 Sara Alger President 2103589860 2025-11-17 true Andrew Gray P01517705 9727028262 2025-11-17 2024 2025-03-06 01:10:19Z X Sara Alger 4502 Medical Drive MS 1-2 San Antonio TX 78229 5097717 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. 19 17 0 106 0 4852106 3310320 0 0 1417097 1616259 -102911 -78502 6166292 4848077 2963675 12452439 0 0 0 0 0 0 0 0 0 2963675 12452439 3202617 -7604362 34167572 28034568 1619236 3090594 32548336 24943974 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 12452439 12452439 0 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. 12452439 true true false 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 false false true false false false false true false false false false true 0 0 0 false false false false false true true false false false false false false X 19 17 false false false false true true false true true false false false true true true true true true false false false false X James Garcia 2103589300 4502 Medical Drive MS 89-1 San Antonio TX 78229 Ed Banos Secretary/Treasurer, UH President/CEO 1.0 40.0 X X 0 992068 47851 Jason Fraser CHAIR ELECT 1.0 0.0 X X 0 0 0 Renee A 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 Frank Garza Director 1.0 0.0 X 0 0 0 George B Hernandez Jr Director 1.0 40.0 X 0 1214685 36905 J Randolph Harig Director 1.0 0.0 X 0 0 0 James C Hasslocher BOARD OF MANAGERS 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 Julie Bedingfield Director 1.0 0.0 X 0 0 0 Laurence 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 Board of Managers 1.0 0.0 X 0 0 0 Norma R Reyes Director 1.0 0.0 X 0 0 0 Shan Bagby DMD MHA Director 1.0 0.0 X 0 0 0 Steven J Pritchard Director 1.0 0.0 X 0 0 0 Trey Sadiq Director 1.0 0.0 X 0 0 0 Sara Alger President 40.0 1.0 X 0 304016 37255 Anna-Melissa Cavazos Major Gifts Director 40.0 1.0 X 0 112489 5907 Georgina Schmahl Director of Development 40.0 1.0 X 0 155923 11373 Julie Ring Director of Donor Relations 40.0 1.0 X 0 121141 7164 0 2900322 146455 0 false true false 0 544491 2765829 197891 3310320 0 0 0 0 0 1616259 1616259 0 0 0 0 171138 544491 249640 -78502 -78502 0 0 0 0 0 4848077 0 0 1537757 11332129 11332129 1120310 1120310 0 0 0 0 0 0 0 0 0 0 12452439 12452439 0 0 28372942 288283 2316121 25811781 3329709 1924504 44648 10000 0 0 0 0 0 0 0 0 104152 0 0 0 0 34167572 28034568 11049 2670 0 0 1608187 3087924 1619236 3090594 X 5456480 5647617 27091856 19296357 32548336 24943974 34167572 28034568 -7604362 0 X false true true false X X 1 Bexar County Hospital District dba University Health 746002164 3 true 11332129 0 1 11332129 0 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 926078 250000 48259 177062 1047275 653711 251000 23124 1757 926078 401005 250000 2706 653711 401293 62 -4 346 401005 403871 1796 290 4664 401293 0.0 1.0 0.0 false false Federal Income Taxes Due to University Health 3087924 3087924 7573515 2475798 0 2475798 5097717 -249640 -249640 4848077 15177877 2475798 249640 2725438 12452439 0 0 12452439 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 Expense - -249640 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Direct Fundraising Expense - 249640 Gala 645629 544491 101138 218566 31074 0 70000 70000 715629 544491 171138 218566 31074 249640 -78502 true University Health 4502 Medical Drive MS 1-2 San Antonio TX 78229 746002164 501(c)(3) 11134238 197891 FMV Food/Housing/Etc. Support Various Programs & Departments 1 0 Cancer Care Fund 10172 Child Life 6681 Center For Nursing Excellence Fund 800 ERIC DANIEL HERNANDEZ MEMORIAL SCHOLARSHIP 1000 General Fund 8250 Healing Hearts (Salud Arte) 10000 Nursing Scholarship Fund 16738 Our Sons and Daughters 10000 Pediatric Heart Fund 2920 Pediatric Trauma & Burn Fund 10000 Special Projects Fund 120393 Staff Resiliency Fund 12500 Texas Diabetes Institute 1350 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 Ed Banos Secretary/Treasurer, UH President/CEO 0 848281 0 100000 0 43787 0 40850 0 7001 0 1039919 0 0 George B Hernandez Jr Director 0 511205 0 400000 0 303480 0 30500 0 6405 0 1251590 0 0 Sara Alger President 0 273305 0 30711 0 0 0 21512 0 15743 0 341271 0 0 Georgina Schmahl Director of Development 0 153366 0 711 0 1846 0 4659 0 6714 0 167296 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. 2 1200 Market value X 61411 Market value 6 1315 Market value X Toys 48 65181 Market value X Gift Cards/Baskets 63 58569 Market value X Tickets 11 4574 Market value X Arts & Crafts Supplies 20 5641 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions 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. Other - Tickets THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. Clothing and household goods - THE AMOUNTS REPORTED IN THIS COLUMN REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. Other - Arts & Crafts Supplies 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. Food inventory - 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 EXERCISE THE 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 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