University Health Foundation

Nonprofit profile at a glance

EIN
742335396
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
San Antonio, TX, USA
Phone
2103589860
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Health Systems

Reported finances

Revenue
$4,848,077
Expenses
$12,452,439
Assets
$28,034,568
Liabilities
$3,090,594

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • Ed Banos (Secretary/Treasurer, UH President/CEO)
  • Sara Alger (President)

Highest reported compensation

  • George B Hernandez Jr (Director): $1,251,590 total reported compensation
  • Ed Banos (Secretary/Treasurer, UH President/CEO): $1,039,919 total reported compensation
  • Sara Alger (President): $341,271 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Donor-supported. 67% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 68
  • Accountability: 89
  • Sustainability: 36
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 88.2%; rating input score 88; 2nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 92.7%; rating input score 93; 28th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 89.5%; rating input score 89; 20th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -156.9%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 2.25; rating input score 66; 66th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 57; 57th percentile among comparable filings
  • Officer compensation ratio: 1.2%; rating input score 80; 80th percentile among comparable filings

Growth

  • Program expense growth: 42.3% per year; rating input score 100; 96th percentile among comparable filings
  • Revenue growth: 11.3% per year; rating input score 100; 73rd percentile among comparable filings
  • Asset growth: 13% per year; rating input score 100; 69th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: 17 of 19 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $12.5M in reported program spending
  • Leadership: top reported pay $1.3M · 23 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 22 of 23 current checks pass · 1 finding to review
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 7 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Operating margin scored 0/100.
  • Review — Accountability: Governance controls: CEO compensation review process not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 57/100.