Civic Intelligence

UT Southwestern Moncrief Cancer Center Moncrief Cancer Institute

EIN 75-2655008 • 501(c)3 • Fort Worth, TX

Profile

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.

400 W Magnolia AveFort Worth, TX 76104

www.moncrief.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.21x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.57x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

25th percentile

-3.4%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$1,037,642

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

18th percentile

-3.7%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

14%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$37,055,714

Down $1,435,044 (-3.7%) from 2023

Liabilities

Down

$7,960,236

Down $1,103,961 (-12%) from 2023

Net Assets

Down

$29,095,478

Down $331,083 (-1.1%) from 2023

Revenue

Up

$14,022,142

Up $1,709,277 (+14%) from 2023

Expenses

Up

$14,501,991

Up $1,319,343 (+10%) from 2023

Net Income

Up

-$479,849

Up $389,934 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $89,041,617Liabilities 2010: $1,415,863Net Assets 2010: $87,625,7542010Assets 2011: $93,467,992Liabilities 2011: $2,419,691Net Assets 2011: $91,048,3012011Assets 2012: $96,438,807Liabilities 2012: $4,146,476Net Assets 2012: $92,292,3312012Assets 2013: $37,689,612Liabilities 2013: $3,383,244Net Assets 2013: $34,306,3682013Assets 2014: $34,723,170Liabilities 2014: $883,177Net Assets 2014: $33,839,9932014Assets 2015: $41,222,642Liabilities 2015: $1,478,259Net Assets 2015: $39,744,3832015Assets 2016: $39,979,782Liabilities 2016: $2,432,553Net Assets 2016: $37,547,2292016Assets 2017: $38,796,166Liabilities 2017: $2,216,482Net Assets 2017: $36,579,6842017Assets 2018: $37,935,781Liabilities 2018: $2,360,564Net Assets 2018: $35,575,2172018Assets 2019: $36,374,478Liabilities 2019: $1,975,138Net Assets 2019: $34,399,3402019Assets 2020: $36,027,544Liabilities 2020: $2,685,745Net Assets 2020: $33,341,7992020Assets 2021: $34,033,245Liabilities 2021: $1,858,127Net Assets 2021: $32,175,1182021Assets 2022: $41,907,777Liabilities 2022: $11,683,139Net Assets 2022: $30,224,6382022Assets 2023: $38,490,758Liabilities 2023: $9,064,197Net Assets 2023: $29,426,5612023Assets 2024: $37,055,714Liabilities 2024: $7,960,236Net Assets 2024: $29,095,4782024

Highlighted filing

2024

Assets$37,055,714
Liabilities$7,960,236
Net Assets$29,095,478

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,565,1372010Expenses 2011: $5,719,6142011Expenses 2012: $6,223,1532012Expenses 2013: $8,973,9382013Revenue 2014: $8,134,304Expenses 2014: $8,690,284Net Income 2014: -$555,9802014Revenue 2015: $15,896,301Expenses 2015: $9,879,338Net Income 2015: $6,016,9632015Revenue 2016: $11,628,101Expenses 2016: $13,768,262Net Income 2016: -$2,140,1612016Revenue 2017: $12,473,036Expenses 2017: $13,543,851Net Income 2017: -$1,070,8152017Revenue 2018: $12,661,893Expenses 2018: $13,761,692Net Income 2018: -$1,099,7992018Revenue 2019: $12,458,154Expenses 2019: $13,542,781Net Income 2019: -$1,084,6272019Revenue 2020: $10,699,350Expenses 2020: $11,878,158Net Income 2020: -$1,178,8082020Revenue 2021: $10,388,679Expenses 2021: $11,863,912Net Income 2021: -$1,475,2332021Revenue 2022: $10,808,694Expenses 2022: $12,104,484Net Income 2022: -$1,295,7902022Revenue 2023: $12,312,865Expenses 2023: $13,182,648Net Income 2023: -$869,7832023Revenue 2024: $14,022,142Expenses 2024: $14,501,991Net Income 2024: -$479,8492024

Highlighted filing

2024

Revenue$14,022,142
Expenses$14,501,991
Net Income-$479,849

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.1$7.96$29.1$14.0$14.5$0.48
2023Summary only. Only limited summary data is available for this year.$38.5$9.06$29.4$12.3$13.2$0.87
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$11.7$30.2$10.8$12.1$1.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$1.86$32.2$10.4$11.9$1.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.0$2.69$33.3$10.7$11.9$1.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.4$1.98$34.4$12.5$13.5$1.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.9$2.36$35.6$12.7$13.8$1.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$2.22$36.6$12.5$13.5$1.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.0$2.43$37.5$11.6$13.8$2.14
2015Detailed filing. Detailed filing data is available for this year.$41.2$1.48$39.7$15.9$9.88$6.02
2014Detailed filing. Detailed filing data is available for this year.$34.7$0.88$33.8$8.13$8.69$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.7$3.38$34.3$8.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.4$4.15$92.3$6.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.5$2.42$91.0$5.72
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.0$1.42$87.6$4.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 8, 2025
Return Version
2023v6.0
Gross Receipts
$14,022,142
Mission and Program Overview

Mission

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.

To provide counseling and support resources to cancer patients and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$24,793,975$24,888,649▲ $94,674
Accounts Receivable$8,172,265$6,147,831▼ $2,024,434
Cash and Non-Interest-Bearing Accounts$1,829,563$1,206,273▼ $623,290
Intangible Assets$0$375,004▲ $375,004
Prepaid Expenses and Deferred Charges$63,105$95,744▲ $32,639
Total Assets$38,490,758$37,055,714▼ $1,435,044
Other Assets Total$3,631,850$4,342,213▲ $710,363
Liabilities
Deferred Revenue$7,343,639$5,094,014▼ $2,249,625
Accounts Payable and Accrued Expenses$1,720,558$2,487,875▲ $767,317
Other Liabilities$0$378,347▲ $378,347
Total Liabilities$9,064,197$7,960,236▼ $1,103,961
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,721,760$27,241,911▼ $479,849
Net Assets With Donor Restrictions$1,704,801$1,853,567▲ $148,766
Total Net Assets Fund Balance$29,426,561$29,095,478▼ $331,083
Total Liabilities and Net Assets / Fund Balance$38,490,758$37,055,714▼ $1,435,044

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,406,366$22,693,686$41,100,052
Land$4,285,018-$4,285,018
Equipment$1,515,557$1,453,256$2,968,813
Other Land Buildings$681,708$475,924$1,157,632
Other Assets Org$649,972--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,704,801-▲ $148,766-$1,853,567
2022$1,633,095-▲ $71,706-$1,704,801
2021$1,997,741-▼ $364,646-$1,633,095
2020$1,689,189-▲ $308,552-$1,997,741
2019$1,567,922-▲ $121,267-$1,689,189
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mack Mitchell MdChairman/president
Daniel K Podolsky MdPresident of Ut Southwestern
Carlos Luis Arteaga MdDirector
Keith E Argenbright MdDirector
Kit MoncriefDirector
Michael SerberSecretary & Assist. Treasurer
Holly CrawfordTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ut Southwestern Medical CenterMedical Services5323 HARRY HINES BLVD, Dallas, TX 75390$894,940
HologicMedical Equipment250 CAMPUS DR, Malborough, MA 01752$490,632
Kyrish Truck CentersVehicle Parts & Service8900 NORTH LOOP EAST, Houston, TX 77029$465,496
Rose Imaging Specialists PaMedical ServicesPO BOX 203268, Dallas, TX 75320$194,536
Ahi Facility Services INCHousekeeping Services1253 ROUND TABLE DR, Dallas, TX 75247$133,445
Revenue and Support

Revenue Composition

Contributions and Grants
$10,993,960
Program Service Revenue
$0
Investment Income
$252,225
Other Revenue
$2,775,957
All Other Contributions
$6,917,759
Change in Net Assets
$-479,849

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,022,142
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$148,766
Total Revenue per Audited Statements
$14,170,908
Total Revenue per Form 990
$14,022,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,419,638
Total Fundraising Expense$152,571
Grants and Similar Amounts Paid$82,353
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$8,865,797$1,154,689$138,819$10,159,305
Depreciation Depletion$958,973$516,370-$1,475,343
Occupancy$608,720$316,613-$925,333
Advertising$190,215$155,466$10,591$356,272
Office Expenses$258,411$55,018-$313,429
Insurance$188,797$101,660-$290,457
Information Technology$180,396$77,309-$257,705
Fees for Services Legal$103,387$55,670-$159,057
Travel$74,630$14,820-$89,450
Fees for Services Accounting-$71,689-$71,689
Grants to Domestic Individuals$63,699--$63,699
Fees for Services Management-$51,019-$51,019
Other Expenses$15,496$19,572$3,161$35,068
Grants to Domestic Orgs$18,654--$18,654
Total Functional Expenses$11,738,636$2,610,784$152,571$14,501,991

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,501,991
Total Expenses per Audited Statements$14,501,991
Total Expenses per Form 990$14,501,991
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Holly Crawford and Michael SerberOfficer - Ut Southwestern Moncrief Cancer Ctr & Ut Southwestern Medical CMoncrief 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.No$7,444,171
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$378,347
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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, assistant treasurer, before submission to dr. Mack mitchell, president and chairman, 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.

Filing and Contact Details

Filer

Filer Name
Ut Southwestern Moncrief Cancer Center
EIN
75-2655008
Phone
8172889800
Address
400 W MAGNOLIA AVE, FORT WORTH, TX 76104
Doing Business As
Moncrief Cancer Institute

Signing Officer

Name
Holly Crawford
Title
Treasurer
Phone
8172889800
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Crawford
Formed
1958
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
1
Employees
0
Volunteers
5

Preparer

Firm
Whitley Penn Llp
Address
640 TAYLOR STREET SUITE 2200, FT WORTH, TX 76102
Preparer
Emily Landry
Phone
8172599100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional services: program service expenses 2,567,350. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,567,350. Translation services: program service expenses 18,593. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,593. Benefits: program service expenses 1,342,712. Management and general expenses 173,709. Fundraising expenses 0. Total expenses 1,516,421. Admin service fee: program service expenses 458,913. Management and general expenses 64,507. Fundraising expenses 0. Total expenses 523,420. Leased employees wages: program service expenses 4,023,145. Management and general expenses 862,134. Fundraising expenses 138,819. Total expenses 5,024,098. Consulting: program service expenses 78,746. Management and general expenses 0. Fundraising expenses 0. Total expenses 78,746. Contract labor: program service expenses 371,636. Management and general expenses 54,339. Fundraising expenses 0. Total expenses 425,975. Patient support: program service expenses 4,702. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,702.

Financial Statement Notes

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, 2024, 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.

Raw XML AppendixShowing 400 of 684 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT OF UT SOUTHWESTERN
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IRS990/MissionDesc0TO 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ORIGINALLY 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.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MONCRIEF 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 5,700 PATIENTS COMPLETED AT-HOME COLORECTAL CANCER SCREENING TESTS, AND OVER 180 PATIENTS HAD COLONOSCOPIES COMPLETED.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0MONCRIEF 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 1,400 INDIVIDUALS WERE SCREENED FOR PROSTATE CANCER.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1MONCRIEF 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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2MONCRIEF CANCER INSTITUTE'S SUPPORT SERVICES HAVE PROVIDED A WIDE RANGE OF OFFERINGS TO CANCER SURVIVORS OVER THE PAST EIGHT 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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3MONCRIEF 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 200 FOLLOW-UP AND DIAGNOSTIC SERVICES.
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