2026-07-15T15:27:03-05:00 2025-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2024-09-01 752655008 UT SOUTHWESTERN MONCRIEF CANCER CENTER MONCRIEF CANCER INSTITUTE UTSO 8172889800 400 W MAGNOLIA AVE FORT WORTH TX 76104 MATT ROSAMOND VP OF FINANCE AND INSTITUTIONAL CFO 8172889800 2026-07-15 1 1 EMILY LANDRY P01614538 8172599100 2024 2025-03-06 01:10:19Z MONCRIEF CANCER INSTITUTE MATT ROSAMOND 400 W MAGNOLIA AVE FORT WORTH TX 76104 14176226 0 X WWW.MONCRIEF.COM X 1958 TX TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND THEIR FAMILIES. 3 1 0 5 0 0 10993960 11170077 0 0 252225 236727 2775957 2769422 14022142 14176226 82353 105844 0 0 0 0 0 0 95729 14419638 15476306 14501991 15582150 -479849 -1405924 37055714 36351895 7960236 7478951 29095478 28872944 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 4889817 MONCRIEF CANCER INSTITUTE'S BREAST AND CERVICAL CANCER SCREENING PROGRAM OFFERS FREE MAMMOGRAMS, CLINICAL BREAST EXAMS, AND PAP/HPV CO-TESTS TO UNDERSERVED/UNINSURED WOMEN. THE PROGRAM ENSURES PATIENTS WITH LIMITED ACCESS CAN OBTAIN THE RECOMMENDED SCREENINGS. 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 MORE THAN 11,000 BREAST CANCER SCREENINGS AND DIAGNOSTICS AND NEARLY 1,400 CERVICAL CANCER SCREENINGS AND DIAGNOSTICS. 4894650 105844 ORIGINALLY A RADIATION THERAPY CENTER, MONCRIEF CANCER INSTITUTE HAS EVOLVED INTO A PROVIDER OF SERVICES DESIGNED TO REDUCE THE BURDEN OF CANCER AND REMOVE BARRIERS TO CARE THROUGH PREVENTION, SURVIVORSHIP, AND RESEARCH. THESE SERVICES INCLUDE PUBLIC EDUCATION, PREVENTION/EARLY DETECTION, GENETIC SCREENING AND COUNSELING, FINANCIAL ADVOCACY, MULTIDISCIPLINARY SURVIVORSHIP SERVICES, AND POPULATION RESEARCH. AS A RESULT, MONCRIEF CANCER INSTITUTE PROVIDES FREE CANCER SCREENING SERVICES TO THOSE WHO OTHERWISE WOULDN'T HAVE ACCESS. MONCRIEF DETECTS CANCERS AT EARLIER, MORE TREATABLE STAGES, HELPS PATIENTS OBTAIN ACCESS TO TREATMENT, AND AIDS CANCER SURVIVORS IN RESUMING ACTIVE LIFESTYLES. DELIVERING CARE IN MORE THAN 100 NORTH, EAST, AND CENTRAL 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. 1340158 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 87 COUNTIES ACROSS NORTH AND EAST TEXAS TO PERFORM DIAGNOSTIC COLONOSCOPIES. OVER THE PAST YEAR, MORE THAN 7,000 PATIENTS COMPLETED AT-HOME COLORECTAL CANCER SCREENING TESTS, AND OVER 250 PATIENTS HAD COLONOSCOPIES COMPLETED. 306051 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 LAST YEAR, MORE THAN 1,200 INDIVIDUALS WERE SCREENED FOR PROSTATE CANCER. 334485 MONCRIEF CANCER INSTITUTE'S TWO MOBILE SCREENING CLINICS PROVIDE FREE BREAST, CERVICAL, AND PROSTATE CANCER SCREENINGS TO THE RURAL UNDERSERVED POPULATION WHO MEET THE SCREENING ELIGIBILITY REQUIREMENTS. MONCRIEF PARTNERS WITH OVER 150 HOSPITALS, CLINICS, AND HEALTHCARE PROVIDERS IN 67 COUNTIES IN NORTH AND CENTRAL TEXAS TO DELIVER SCREENING SERVICES. 846631 MONCRIEF CANCER INSTITUTE'S SUPPORT SERVICES HAVE PROVIDED A WIDE RANGE OF OFFERINGS TO CANCER SURVIVORS OVER THE PAST NINE 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. 758711 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 MORE THAN 1,200 SCREENINGS AND OVER 250 FOLLOW-UP AND DIAGNOSTIC SERVICES. 2245878 13370503 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 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 1 120 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 8172889800 400 W MAGNOLIA AVE FORT WORTH TX 76104 DANIEL PODOLSKY MD PRESIDENT 55.00 1.00 X X 0 3168532 46719 KIT MONCRIEF DIRECTOR 55.00 1.00 X 0 0 0 MACK MITCHELL MD VP MEDICAL AFFAIRS 55.00 1.00 X X 0 695848 46719 MICHAEL SERBER PARTIAL YEAR VP FINANCE AND INSTITUTION CFO 55.00 1.00 X 0 757919 53466 HOLLY CRAWFORD EVP BUSINESS AFFAIRS 55.00 1.00 X 0 998530 46719 MATT ROSAMOND PARTIAL YEAR VP OF FINANCE AND INSTITUTIONAL CFO 55.00 1.00 X 0 0 0 KEITH ARGENBRIGHT PROFESSOR 55.00 1.00 X 0 476918 46718 CARLOS ARTEAGA PROFESSOR AND DIRECTOR 55.00 1.00 X 0 927782 84858 0 7025529 325199 0 0 1 0 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BOULEVARD DALLAS TX 75390 MEDICAL SERVICES 1185120 HOLOGIC 250 CAMPUS DRIVE MALBOROUGH MA 01752 MEDICAL EQUIPMENT 460800 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 CONTRACT LABOR 257224 BURNETT'S STAFFING 2710 AVENUE E EAST ARLINGTON TX 76011 CONTRACT LABOR 248104 LIFELINE MOBILE 2050 MCGAW ROAD COLUMBUS OH 43207 MOBILE VEHICLE BUILD 149740 13 4902672 6267405 11170077 236727 236727 147 147 2760704 0 2760704 2760704 2760704 PARKLAND CIV 541700 8571 8571 8571 14176226 0 0 3006149 X 15817 15817 90027 90027 52100 52100 192949 138923 54026 71718 71718 11085282 10030143 962674 92465 344907 307427 37480 366970 311845 55022 103 181590 130745 50845 884108 647496 236612 123695 109872 13823 1586161 1142036 444125 317640 228701 88939 AUTO EXPENSES 89738 89738 MEDICAL SUPPLIES 82968 82968 MISCELLANEOUS 70542 41915 25466 3161 CERTIFICATIONS & CONTIN 25938 2850 23088 15582150 13370503 2115918 95729 1206273 2072852 6147831 3989224 95744 84133 49721498 26188773 24888649 23532725 375004 337189 4342213 6335772 37055714 36351895 2487875 3702011 5094014 3427366 378347 349574 7960236 7478951 X 27241911 25835986 1853567 3036958 29095478 28872944 37055714 36351895 -1405924 1183390 0 X X 0 1 X 1 1 1 X X 1 UT SOUTHWESTERN MEDICAL CENTER 756002868 6 1 8252795 0 1 8252795 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 1853567 1183390 3036957 1704801 148766 1853567 1633095 71706 1704801 1997741 -364646 1633095 1689189 308552 1997741 1.00000 0 0 4285018 4285018 41444835 24007986 17436849 3001949 1710057 1291892 989696 470730 518966 23532725 BENEFICIAL INTEREST IN PERPETUAL TRUST 3036957 DUE FROM MONCRIEF CANCER FOUNDATION 2271346 ACCOUNTS RECEIVABLE - RELATED PARTY 1027469 6335772 LEASE LIABILITY 349574 349574 X 15359616 1183390 1183390 14176226 0 14176226 15582150 0 15582150 0 15582150 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, 2025, 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 ASSISTANCE FOR INDIGENT CARE 55 90027 0 0 0 0 0 0 0 0 0 DANIEL PODOLSKY MD PRESIDENT 0 2677705 0 490107 0 720 0 29325 0 17394 0 3215251 0 0 HOLLY CRAWFORD EVP BUSINESS AFFAIRS 0 772627 0 225183 0 720 0 29325 0 17394 0 1045249 0 0 CARLOS ARTEAGA PROFESSOR AND DIRECTOR 0 787062 0 140000 0 720 0 67465 0 17393 0 1012640 0 0 MICHAEL SERBER PARTIAL YEAR VP FINANCE AND INSTITUTION CFO 0 340970 0 146685 0 270264 0 29325 0 24141 0 811385 0 0 MACK MITCHELL MD VP MEDICAL AFFAIRS 0 501592 0 193536 0 720 0 29325 0 17394 0 742567 0 0 KEITH ARGENBRIGHT PROFESSOR 0 456918 0 20000 0 0 0 29325 0 17393 0 523636 0 0 HOLLY CRAWFORD AND MICHAEL SERBER OFFICER - UT SOUTHWESTERN MONCRIEF CANCER CTR & UT SOUTHWESTERN MEDICAL C 8252795 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, VP FINANCE & INSTITUTION CFO, BEFORE SUBMISSION TO DR. MACK MITCHELL, VP MEDICAL AFFAIRS, 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 2,893,667. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,893,667. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,000. BENEFITS: PROGRAM SERVICE EXPENSES 1,592,270. MANAGEMENT AND GENERAL EXPENSES 125,695. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,717,965. ADMIN SERVICE FEE: PROGRAM SERVICE EXPENSES 533,134. MANAGEMENT AND GENERAL EXPENSES 46,186. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 579,320. LEASED EMPLOYEES WAGES: PROGRAM SERVICE EXPENSES 4,692,813. MANAGEMENT AND GENERAL EXPENSES 736,460. FUNDRAISING EXPENSES 92,465. TOTAL EXPENSES 5,521,738. CONSULTING: PROGRAM SERVICE EXPENSES 45,289. MANAGEMENT AND GENERAL EXPENSES 6,346. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,635. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 231,073. MANAGEMENT AND GENERAL EXPENSES 15,987. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 247,060. PATIENT SUPPORT: PROGRAM SERVICE EXPENSES 6,171. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,171. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 35,726. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,726. 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 4902672 FMV UT SOUTHWESTERN MEDICAL CENTER J 1602266 FMV UT SOUTHWESTERN MEDICAL CENTER N 431973 FMV UT SOUTHWESTERN MEDICAL CENTER O 7820822 FMV UT SOUTHWESTERN MEDICAL CENTER S 30384 FMV