2025-01-24T08:48:03-06:00 2024-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2023-09-01 752556007 UT SOUTHWESTERN HEALTH SYSTEMS UTSO 2146482508 5323 HARRY HINES BLVD DALLAS TX 75390 MICHAEL SERBER SECRETARY & TREASURER 2146482508 2025-01-14 1 1 EMILY LANDRY P01614538 8172599100 2023 2025-03-06 01:10:19Z DR DANIEL PODOLSKY 5323 HARRY HINES BLVD DALLAS TX 75390 2235289 0 X N/A X 1994 TX THE MEDICAL CENTER IS A TAX-EXEMPT COMPONENT EDUCATIONAL INSTITUTION OF THE UNIVERSITY OF TEXAS SYSTEM, ESTABLISHED PURSUANT TO THE CONSTITUTION OF THE STATE OF TEXAS FOR THE PURPOSE OF EDUCATING STUDENTS IN THE DELIVERY OF MEDICAL SERVICES TO THE PUBLIC, CONDUCTING BIOMEDICAL RESEARCH, AND PROVIDING PUBLIC SERVICE. THROUGH VARIOUS ACTIVITIES, UT SOUTHWESTERN HEALTH SYSTEMS SUPPORTS THE ACADEMIC, RESEARCH, AND PUBLIC SERVICE MISSIONS OF THE MEDICAL CENTER. 3 0 0 4 0 0 0 0 2406197 2104192 45661 131097 0 0 2451858 2235289 2743000 2800000 0 0 0 0 0 0 0 21473 109921 2764473 2909921 -312615 -674632 9800745 9126113 0 0 9800745 9126113 X UT SOUTHWESTERN HEALTH SYSTEMS IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, AND IS OPERATED FOR THE PURPOSES OF:(I) SUPPORTING THE PROVISION OF HEALTH CARE TO THE PUBLIC,(II) SUPPORTING HEALTH CARE EDUCATION AT THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER ("MEDICAL CENTER"),(III) PROVIDING CONTRIBUTIONS TO THE MEDICAL CENTER, AND(IV) ANY OTHER ACTIVITIES USEFUL OR APPROPRIATE TO THE ACCOMPLISHMENT OF THE MISSION OF THE MEDICAL CENTER.THE MEDICAL CENTER IS A TAX-EXEMPT COMPONENT EDUCATIONAL INSTITUTION OF THE UNIVERSITY OF TEXAS SYSTEM, ESTABLISHED PURSUANT TO THE CONSTITUTION OF THE STATE OF TEXAS FOR THE PURPOSE OF EDUCATING STUDENTS IN THE DELIVERY OF MEDICAL SERVICES TO THE PUBLIC, CONDUCTING BIOMEDICAL RESEARCH, AND PROVIDING PUBLIC SERVICE. THROUGH VARIOUS ACTIVITIES, UT SOUTHWESTERN HEALTH SYSTEMS SUPPORTS THE ACADEMIC, RESEARCH, AND PUBLIC SERVICE MISSIONS OF THE MEDICAL CENTER. 0 0 2800000 2800000 2104192 SUPPORTS THE ACADEMIC, RESEARCH, AND PUBLIC SERVICE MISSIONS OF UT SOUTHWESTERN MEDICAL CENTER (MEDICAL CENTER) BY PROVIDING STRATEGIC AND FINANCIAL ADVISORY SERVICES TO THE MEDICAL CENTER AND ITS AFFILIATED MEDICAL PROFESSIONALS. PROVIDES FINANCIAL AND OTHER ADMINISTRATIVE FUNCTIONS TO THE MEDICAL CENTER. 2800000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 X MICHAEL SERBER 2146489569 5323 HARRY HINES BLVD DALLAS TX 75390 DANIEL PODOLSKY MD PRESIDENT/CHAIRMAN 1.00 40.00 X X 0 3065318 44226 JONATHAN EFRON MD VICE CHAIRMAN (PARTIAL YEAR) 1.00 40.00 X X 0 100000 0 DWAIN THIELE MD DIRECTOR 1.00 40.00 X 0 572513 49596 MICHAEL SERBER SECRETARY/TREASURER 1.00 40.00 X 0 478988 50503 0 4216819 144325 0 0 1 0 0 EQUITY INCOME DAVITA 621400 1792975 1792975 EQUITY INCOME CROWDER 621400 281864 281864 CARE COORDINATION 561000 29353 29353 2104192 131097 131097 2235289 2104192 0 131097 2800000 2800000 11255 11255 61044 61044 3750 3750 29353 29353 1394 1394 OTHER EXPENSES 3125 3125 2909921 2800000 109921 0 7013 72971 2348781 2279878 2176 797 7442775 6772467 9800745 9126113 0 0 X 0 0 0 0 9800745 9126113 9800745 9126113 9800745 9126113 -674632 0 X 0 1 X 0 0 X X X 1 UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 756002868 6 1 2800000 0 1 2800000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 INVESTMENT IN JV - DAVITA 5608961 C INVESTMENT IN DAVITA-CROWDER 1163506 C 6772467 0 UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 753909013 756002868 501(C)(3) 2800000 0 GENERAL SUPPORT 1 0 0 0 0 0 0 0 0 0 DANIEL PODOLSKY MD PRESIDENT/CHAIRMAN 0 2574491 0 490107 0 720 0 28050 0 16176 0 3109544 0 0 DWAIN THIELE MD DIRECTOR 0 399450 0 156818 0 16245 0 33420 0 16176 0 622109 0 0 MICHAEL SERBER SECRETARY/TREASURER 0 331384 0 146884 0 720 0 28050 0 22453 0 529491 0 0 MICHAEL SERBER OFFICER OF UT SOUTHWESTERN HEALTH SYSTEMS 11255 FINANCIAL & ADMINISTRATIVE SERVICES 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS THE PRESIDENT OF THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER HAS THE POWER TO APPOINT AND REMOVE DIRECTORS IN ACCORDANCE WITH THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING MATTERS IN THE CONDUCT OF BUSINESS AND AFFAIRS OF THE CORPORATION ARE RESERVED FOR ACTION SOLELY TO THE ONE MEMBER: - APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET - APPROVAL OF THE PURCHASE AND OR SALE OF MATERIAL OR PERSONAL PROPERTY EXCEEDING $500,000 - APPROVAL OF THE INVESTMENT IN ANY SUBSIDIARY OR JOINT VENTURE ENTITY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MIKE QUAGLIERI, DIRECTOR OF ACCOUNTING & FISCAL SERVICES, AND SUBSEQUENTLY REVIEWED AND SIGNED BY MICHAEL SERBER, SECRETARY & TREASURER. FORM 990, PART VI, SECTION B, LINE 12C UT SOUTHWESTERN HEALTH SYSTEMS HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES THE DIRECTORS AND OFFICERS TO SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY 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 UT SOUTHWESTERN HEALTH SYSTEMS MAKES ITS FORM 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 UT SOUTHWESTERN HEALTH SYSTEMS MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 16B: BEFORE PARTICIPATING IN THE DAVITA JOINT VENTURE, THE JOINT VENTURE WAS EXAMINED BY ATTORNEYS TO ENSURE IT MET APPLICABLE TAX LAWS. UT SOUTHWESTERN HEALTH SYSTEMS CONTINUES TO MONITOR THE OPERATIONS OF THE JOINT VENTURE TO ENSURE THAT IT FULFILLS THE EXEMPT PURPOSE OF UT SOUTHWESTERN HEALTH SYSTEMS. SPECIFICALLY, THE OPERATION AND MAINTENANCE OF DIALYSIS CENTERS SUPPORTING THE MEDICAL CENTER IS DIRECTLY CONNECTED TO THE MEDICAL AND EDUCATIONAL FUNCTIONS OF THE ORGANIZATION. UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 753909013 756002868 MEDICAL CENTER TX 501(C)(3) LINE 6 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 UT SOUTHWESTERN MEDICAL CENTER B 2800000 CASH PAID UT SOUTHWESTERN MEDICAL CENTER Q 11255 CASH PAID UT SOUTHWEST DVA HEALTHCARE LLP PO BOX 2076 TACOMA WA 984010207 621634350 DIALYSIS CENTER TX RELATED 0 1989123 5434853 0 0 0.49000 CROWDER DIALYSIS LLC PO BOX 3004 TACOMA WA 984013004 471872457 DIALYSIS CENTER TX RELATED 0 466324 1280181 0 0 0.49000