UT SOUTHWESTERN HEALTH SYSTEMS (EIN 752556007) - 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

1994

Legal Domicile

Principal Officer

DR DANIEL PODOLSKY

Phone

2146482508

Tax Period

2023-09-01 to 2024-08-31

UT SOUTHWESTERN HEALTH SYSTEMS, founded in 1994, is a community nonprofit in the Health Care sector that reported $2.2M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $2.9M exceeded revenue, resulting in a 30% operating deficit.

Mission

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.

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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 $0

Program Service Revenue $2,104,192

Investment Income $131,097

Other Revenue $0

TOTAL REVENUE $2,235,289

Expense Breakdown

Grants Paid $2,800,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,800,000

Other Expenses $109,921

TOTAL EXPENSES $2,909,921

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,235,289	$2,451,858	-0.1%
Expenses	$2,909,921	$2,764,473	+0.1%
Net Income	$-674,632	$-312,615	+1.2%

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

N/A

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

$3,739,035

Total Directors

$3,831,653

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL PODOLSKY MD	PRESIDENT/CHAIRMAN	1.00	Officer Director	$0	$44,226	$3,109,544
JONATHAN EFRON MD	VICE CHAIRMAN (PARTIAL YEAR)	1.00	Officer Director	$0	$0	$100,000
DWAIN THIELE MD	DIRECTOR	1.00	Director	$0	$49,596	$622,109
MICHAEL SERBER	SECRETARY/TREASURER	1.00	Officer	$0	$50,503	$529,491

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	$2,235,289	$2,909,921	$9,126,113	$-674,632
2023	$2,451,858	$2,764,473	$9,800,745	$-312,615
2022	$2,130,880	$2,838,636	$10,113,360	$-707,756
2021	$2,279,233	$5,033,768	$10,823,647	$-2,754,535
2020	$3,539,373	$7,486,171	$13,575,651	$-3,946,798
2019	$1,914,861	$965,161	$17,522,449	$949,700
2018	$2,369,483	$951,328	$16,585,555	$1,418,155

UT SOUTHWESTERN HEALTH SYSTEMS