MONCRIEF CANCER FOUNDATION C/O UT SOUTHWESTERN MEDICAL CENTER (EIN 752429817) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

MICHAEL SERBER

Phone

2146483572

Tax Period

2023-09-01 to 2024-08-31

MONCRIEF CANCER FOUNDATION C/O UT SOUTHWESTERN MEDICAL CENTER, founded in 1999, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $4.4M exceeded revenue, resulting in a 50% operating deficit.

Mission

THE CORPORATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF UT SOUTHWESTERN MEDICAL CENTER IN TARRANT COUNTY, TEXAS, IN ORDER TO FURTHER THE PURPOSES AND FUNCTIONS OF THE UT SOUTHWESTERN MEDICAL CENTER. THIS PURPOSE INCLUDES THE OPERATION OF UT SOUTHWESTERN MONCRIEF CANCER CENTER AT FORT WORTH, A RELATED 501(C)(3) ORGANIZATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,000

Program Service Revenue $0

Investment Income $2,944,890

Other Revenue $403

TOTAL REVENUE $2,960,293

Expense Breakdown

Grants Paid $4,076,201

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,076,201

Other Expenses $364,347

TOTAL EXPENSES $4,440,548

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,960,293	$8,756,296	-0.7%
Expenses	$4,440,548	$4,131,814	+0.1%
Net Income	$-1,480,255	$4,624,482	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$4,676,677

Total Directors

$3,926,913

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL PODOLSKY MD	CHAIRMAN	1.00	Officer Director	$0	$44,226	$3,109,544
TOM O MONCRIEF	PRESIDENT	1.00	Officer Director	$0	$0	$0
KIT MONCRIEF	VICE PRESIDENT & SECRETARY	1.00	Officer Director	$0	$0	$0
MACK MITCHELL MD	VICE CHAIRMAN	1.00	Director	$0	$44,226	$717,369
GLORIA MONCRIEF HOLMSTEN	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN EFRON MD	DIRECTOR (PARTIAL YEAR)	2.00	Director	$0	$0	$100,000
MICHAEL SERBER	ASST. TREASURER & ASST. SE	1.00	Officer	$0	$50,503	$529,491
HOLLY CRAWFORD	TREASURER	1.00	Officer	$0	$44,226	$1,037,642

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,960,293	$4,440,548	$102,222,638	$-1,480,255
2023	$8,756,296	$4,131,814	$92,381,636	$4,624,482
2022	$7,934,039	$4,382,953	$110,245,526	$3,551,086
2022	$7,934,039	$4,382,953	$110,245,526	$3,551,086
2021	$4,944,647	$4,586,056	$124,576,255	$358,591
2020	$2,556,577	$4,455,826	$105,362,897	$-1,899,249
2019	$4,307,720	$3,986,908	$95,891,475	$320,812
2018	$5,834,546	$3,737,824	$99,192,014	$2,096,722

MONCRIEF CANCER FOUNDATION C/O UT SOUTHWESTERN MEDICAL CENTER