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Nonprofiteer
← NORTH TEXAS HEALTHY COMMUNITIES

Form 990 for tax year 2023

Filed by NORTH TEXAS HEALTHY COMMUNITIES.

Totals

Total revenue
$11,595,433
Total expenses
$11,575,013
Contributions and grants received
$11,595,433
Grants paid
$4,164,701
Program services expenses (Part IX)
$11,137,372
Management and general expenses
$437,641
Fundraising expenses
$0
Program service expenses (Part III)
$11,137,372

Program services were 96.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BerdanBarclay E

    THR CEO/Trustee

    Total calculated
    $4,621,716
    From this org
    $0
    From related orgs
    $3,605,445
    Other
    $1,016,271
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,860,563 related
    Bonus
    $0 + $1,414,089 related
    Other
    $0 + $330,793 related
    Deferred
    $0 + $963,751 related
    Nontaxable benefits
    $0 + $52,520 related
    Filer's total
    $0 + $4,621,716 related

  • McWhorterRicky E

    Former Officer

    Total calculated
    $1,840,778
    From this org
    $0
    From related orgs
    $1,515,772
    Other
    $325,006
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $932,223 related
    Bonus
    $0 + $437,883 related
    Other
    $0 + $145,666 related
    Deferred
    $0 + $285,038 related
    Nontaxable benefits
    $0 + $39,968 related
    Filer's total
    $0 + $1,840,778 related

  • KramerKenneth J

    Assist Secretary

    Total calculated
    $1,442,048
    From this org
    $0
    From related orgs
    $1,206,803
    Other
    $235,245
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,551 related
    Bonus
    $0 + $359,141 related
    Other
    $0 + $142,111 related
    Deferred
    $0 + $193,789 related
    Nontaxable benefits
    $0 + $41,456 related
    Filer's total
    $0 + $1,442,048 related

  • TesmerDavid J

    President

    Total calculated
    $796,586
    From this org
    $0
    From related orgs
    $626,154
    Other
    $170,432
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,765 related
    Bonus
    $0 + $153,561 related
    Other
    $0 + $51,828 related
    Deferred
    $0 + $129,833 related
    Nontaxable benefits
    $0 + $40,599 related
    Filer's total
    $0 + $796,586 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $680,985
    From this org
    $0
    From related orgs
    $515,108
    Other
    $165,877
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,305 related
    Bonus
    $0 + $117,613 related
    Other
    $0 + $49,190 related
    Deferred
    $0 + $125,200 related
    Nontaxable benefits
    $0 + $40,677 related
    Filer's total
    $0 + $680,985 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $424,847
    From this org
    $0
    From related orgs
    $353,188
    Other
    $71,659
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,238 related
    Bonus
    $0 + $41,945 related
    Other
    $0 + $33,005 related
    Deferred
    $0 + $17,934 related
    Nontaxable benefits
    $0 + $53,725 related
    Filer's total
    $0 + $424,847 related

  • FarrarEdward A

    Former Officer

    Total calculated
    $332,849
    From this org
    $0
    From related orgs
    $265,980
    Other
    $66,869
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,982 related
    Bonus
    $0 + $12,457 related
    Other
    $0 + $4,541 related
    Deferred
    $0 + $18,940 related
    Nontaxable benefits
    $0 + $47,929 related
    Filer's total
    $0 + $332,849 related

  • DufreneMatthew Paul

    VP Nrth TX Healthy Communities

    Total calculated
    $290,868
    From this org
    $0
    From related orgs
    $230,070
    Other
    $60,798
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $176,474 related
    Bonus
    $0 + $27,653 related
    Other
    $0 + $25,943 related
    Deferred
    $0 + $9,018 related
    Nontaxable benefits
    $0 + $51,780 related
    Filer's total
    $0 + $290,868 related

  • Deck MD Michael

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Holland Anne

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Wilson Kimberly Pack

    Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Brooks Jennifer

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Chambers Jeri

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Sheryl Harris EdD

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Huang MD Pilip Po-Wen

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Jarvis Feliz

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Laday Jr Kerney

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Lowe John

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Pickens Andrea

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Skaggs Christopher

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Stream Kathryn

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Trong Tran

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Turner Wesley

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3 - Officer Compensation
The organization relied on Texas Health Resources (THR), a related 501(c)(3) organization with centralized compensation professionals to use the following methods to establish the compensation of the organization's Top Executive Officer who is responsible for the daily operations of the entity. * The Governance committee (which includes independent persons) performs reviews and makes recommendations to the THR Board to approve the overall payment philosophy. * An Independent compensation consultant may be hired. * Compensation surveys or studies are utilized. * Board or Governance committee approves the executive compensation parameters within the executive compensation philosophy. The president is a corporate officer providing oversight of the Executive VP North Texas Healthy Communities and whose compensation is paid and determined by THR.
Schedule J, Part I, LIne 4B - Nonqualified Retirement Plan
Participation in the THR plans is made available to a select group of management and highly compensated employees who are providing services in key positions of management and/or responsibility and who are determined by the THR Board of Trustees. SERP: For the active restoration account (Account balances after 12/31/2009) SERP benefits vest while the participant is employed if the participant: * Reaches age 65 * Becomes disabled or dies, * Reaches the following years of service: 2 Years - 25%; 3 Years - 50%; 4 Years - 75% and 5 or more years - 100% Participants must be employed on Dec 1 to qualify for the current year's SERP Benefit unless separation is due to death, disability, retirement (Age 65) or early retirement (separation from service at or after age 55 with 75 years of combined age and service with the system.) SERP benefits are calculated each Dec 1. Vested balances are taxed to the employee and the net balances begin accruing earnings. Vested balances are paid in a cash lump sum within a 90-day period commencing on the earlier of death, disability, or separation from service. The deferred portion is included in Schedule J, Part II, column C. In frozen restoration accounts (account balances prior to 1/1/2010), the participant or beneficiary shall be taxed on his or her vested SERP benefits upon the earliest of: * Continued employment in THR until age 68 * Termination of employment for disability or death * Involuntary termination of employment without reasonable cause; or * Satisfying a 24 month non-compete period following his/her termination of employment. Payment follows the before mentioned events, except in the case of involuntary separation when the participant must wait 24 months to receive the previously taxed benefit. LTIP: The Long Term Incentive Plan covers 2, 3 or 4 years. Payouts are made over 2, 3, or 4 years after key performance goals are met. Benefits vest if they are employed at the end of the year the payout is made. Payments can also be made if separation is due to death, disability, retirement (Age 65) or early retirement (separation from service at or after age 55 with 75 years of combined age and service with the system.) In the case of retirement and early retirement, CEO approval must be obtained and a non-compete must be satisfied prior to the end of year payout. Retention: A retention agreement may be offered to an executive in a key position or based on succession planning needs of the system. The length of the retention period will be dependent upon the needs of the organization to retain the key executive. Payments are made within 2 months following the end of the retention period. Payouts to the following employees were made during the year for all the plans listed above. The amounts below are included in the amount reported on Sch J, Part II, Column B(iii) and Column (F). Berdan,Barclay E. 731,476 Jackson,David W. 53,142 Kramer,Kenneth J. 174,260 McWhorter,Ricky E. 197,608 Tesmer, David J. 69,518

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433179349300318

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