Ut Southwestern Health Systems

Nonprofit profile at a glance

EIN
752556007
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Dallas, TX, USA
Phone
2146482508
Rating
27
Verdict
REVIEW
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic

Reported finances

Revenue
$3,451,311
Expenses
$45,399
Assets
$12,532,025
Liabilities
$0

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

Leadership & pay

3 people listed

Executive titles in this filing

  • DANIEL PODOLSKY MD (PRESIDENT/CHAIRMAN)

Highest reported compensation

  • DANIEL PODOLSKY MD (PRESIDENT/CHAIRMAN): $3,215,250 total reported compensation
  • JONATHAN EFRON MD (EVP HEALTH SYSTEM AFFAIRS): $1,307,371 total reported compensation
  • MICHAEL SERBER (VP FINANCE AND INSTITUTION CFO): $811,385 total reported compensation

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

Overview

Mission

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 97% of the money available for current operations came from fees and other program revenue.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 60
  • Accountability: 14
  • Sustainability: 88
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd 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: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
  • Governance controls: 3 of 9 controls in place; rating input score 33
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 98.7%; rating input score 100; 100th percentile among comparable filings
  • Total-asset coverage ratio: 276.04; rating input score 100; 100th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 97; 97th percentile among comparable filings
  • Officer compensation ratio: 338.4%; rating input score 0; 0th percentile among comparable filings

Growth

  • Program expense growth: -1% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: 1% per year; rating input score 100; 15th percentile among comparable filings
  • Asset growth: -0.5% per year; rating input score 0; 11th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: 0 of 2 board members independent · 3 of 9 filing controls reported
  • Programs: 2 filed program accomplishments
  • Leadership: top reported pay $3.2M · 3 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 14 of 14 current checks pass
  • Schedules: 6 filed schedules · includes executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: 3 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 — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Accountability: Governance controls: 6 of 9 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 0/100.