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← DALLAS-FORT WORTH HOSPITAL COUNCIL EDUCATION AND RESEARCH FOUNDATION

Form 990 for tax year 2023

Filed by DALLAS-FORT WORTH HOSPITAL COUNCIL EDUCATION AND RESEARCH FOUNDATION.

Totals

Total revenue
$4,640,457
Total expenses
$4,227,239
Contributions and grants received
$358,789
Grants paid
$0
Program service revenue
$4,046,997
Investment income
$234,671
Other revenue
$0
Total assets, end of year
$9,106,220
Total liabilities, end of year
$2,328,230
Net assets or fund balances, end of year
$6,777,990
Program services expenses (Part IX)
$3,839,596
Management and general expenses
$387,643
Fundraising expenses
$0
Program service expenses (Part III)
$3,839,596

Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $358,789

  • 2a · Program service revenue: Meeting & Seminars

    total $103,250 · related or exempt $103,250

  • 2b · Program service revenue: Special Projects

    total $3,553,635 · related or exempt $3,553,635

  • 2c · Program service revenue: Other Revenue

    total $390,112 · related or exempt $390,112

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $234,671 · excluded $234,671

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $398,789 · program services $327,008 · management and general $71,781

  • 7 · Other salaries and wages

    total $758,577 · program services $727,511 · management and general $31,066

  • 8 · Pension plan contributions

    total $66,648 · program services $62,823 · management and general $3,825

  • 9 · Other employee benefits

    total $49,885 · program services $45,732 · management and general $4,153

  • 10 · Payroll taxes

    total $68,123 · program services $62,196 · management and general $5,927

  • 11a · Fees: management

    total $7,335 · program services $7,335

  • 11b · Fees: legal

    total $6,729 · management and general $6,729

  • 11c · Fees: accounting

    total $36,330 · management and general $36,330

  • 11g · Fees: other

    total $2,022,783 · program services $1,840,733 · management and general $182,050 · fundraising $0

  • 13 · Office expenses

    total $50,555 · program services $43,512 · management and general $7,043

  • 14 · Information technology

    total $511,037 · program services $504,854 · management and general $6,183

  • 16 · Occupancy

    total $92,296 · program services $80,543 · management and general $11,753

  • 17 · Travel

    total $14,730 · program services $13,011 · management and general $1,719

  • 19 · Conferences, conventions and meetings

    total $64,115 · program services $63,246 · management and general $869

  • 22 · Depreciation, depletion and amortization

    total $14,944 · management and general $14,944

  • 23 · Insurance

    total $41,344 · program services $39,028 · management and general $2,316

  • 24a · Other expenses: Dues & Subscriptions

    total $10,228 · program services $9,273 · management and general $955

  • 24b · Other expenses: Special Projects

    total $9,045 · program services $9,045

  • 24c · Other expenses: Equipment Repair/Maint

    total $3,746 · program services $3,746

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $143,595 · end of year $1,151,811

  • 2 · Savings and temporary cash investments

    beginning of year $6,496,797 · end of year $6,771,646

  • 3 · Pledges and grants receivable

    beginning of year $8,084 · end of year $14,000

  • 4 · Accounts receivable

    beginning of year $4,024 · end of year $100,535

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $346,461 · end of year $354,788

  • 10a · Land, buildings and equipment: cost or other basis

    $404,026

  • 10b · Land, buildings and equipment: accumulated depreciation

    $347,055

  • 10c · Land, buildings and equipment, net

    beginning of year $42,314 · end of year $56,971

  • 11 · Investments: publicly traded securities

    beginning of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $636,333 · end of year $656,469

  • 17 · Accounts payable and accrued expenses

    beginning of year $219,941 · end of year $299,742

  • 18 · Grants payable

    beginning of year $0

  • 19 · Deferred revenue

    beginning of year $336,065 · end of year $1,370,897

  • 20 · Tax-exempt bond liabilities

    beginning of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0

  • 25 · Other liabilities

    beginning of year $800,136 · end of year $657,591

  • 27 · Net assets without donor restrictions

    beginning of year $6,272,870 · end of year $6,729,394

  • 28 · Net assets with donor restrictions

    beginning of year $48,596 · end of year $48,596

Mission and programs · 2023

Mission

TO SERVE AS A CATALYST FOR CONTINUAL IMPROVEMENT IN PUBLIC HEALTH AND HEALTHCARE DELIVERY THROUGH EDUCATION, RESEARCH, COMMUNICATION, COLLABORATION AND COORDINATION.

Activities or mission (Part I)

INSPIRE CONTINUOUS IMPROVEMENT IN HEALTH AND HEALTHCARE DELIVERY THROUGH COLLABORATION, COORDINATION, EDUCATION, RESEARCH, AND COMMUNICATION.

  • HEALTH VALUE INITIATIVE/DATA MANAGEMENT - MANAGEMENT OF HEALTHCARE INFORMATION TO IMPROVE QUALITY, SAFETY, COMMUNITY HEALTH, POPULATION HEALTH AND PROMOTE BEST PRACTICE RESEARCH TO PROVIDERS AND THE PUBLIC.

    Expenses $2,380,550 · Revenue $3,383,255

  • COMMUNITY HEALTH PROGRAMS - PROGRAM #1 - HOSPITAL QUALITY IMPROVEMENT CONTRACT (HQIC) - WORK AT THE REGIONAL, STATE, NATIONAL OR HOSPITAL SYSTEM LEVEL TO SUSTAIN AND ACCELERATE NATIONAL PROGRESS AND MOMENTUM TOWARDS CONTINUED HARM REDUCTION IN THE MEDICARE PROGRAM, HELP IDENTIFY SOLUTIONS ALREADY WORKING AND DISSEMINATE THEM TO OTHER HOSPITALS AND PROVIDERS. PROGRAM #2: PRE-DIABETES REFERRAL PROGRAM TO ENCOURAGE HEALTH CARE CLINICS TO REFER PATIENTS WITH AN A1C PRE-DIABETIC RANGE TO CDC-APPROVED LIFESTYLE CHANGE OR DIABETES PREVENTION PROGRAMS. WITH AUTOMATED REFERRALS IN THE EMR, VOLUMES OF REFERRED PATIENTS HAVE IMPROVED. WE PROVIDE SUPPORT TO HELP STRUCTURE QUERIES IN THE EMR AND TO AUTOMATE THE REFERRAL PATH. QUARTERLY DATA ARE COLLECTED AND REPORTED IN AGGREGATE TO THE TX DEPARTMENT OF STATE HEALTH SERVICES, WHOSE FUNDING IS PROVIDED BY THE CDC. PROGRAM #3 - MENTAL HEALTH FIRST AID GRANT, THROUGH THE TX DEPARTMENT OF STATE HEALTH SERVICES COMMUNITY MENTAL HEALTH GRANT. THE PROGRAM LEVERAGES LOCAL MENTAL HEALTH AUTHORITIES ACROSS NORTH TEXAS TO FUND MENTAL HEALTH FIRST AID TRAINING FOR RURAL COUNTIES, THE LGBTQ+ AND VETERAN POPULATIONS AND THEIR FAMILIES ACROSS NORTH TEXAS, AND HEALTHCARE WORKERS SERVING THOSE COMMUNITIES ACROSS NORTH TEXAS. SINCE THE INCEPTION OF THE PROGRAM, WE HAVE TRAINED MORE THAN 15,000 LAY PERSONS TO WATCH FOR THE SIGNS OF MENTAL AND BEHAVIORAL HEALTH CHALLENGES AND DIRECT PARTICIPANTS TO COMMUNITY BASED RESOURCES.

    Expenses $575,938 · Revenue $124,617

  • Various projects to assess and meet needs of hospitals and the general public as an effort to affect patient safety and quality

    Expenses $537,544 · Revenue $103,550

  • THE DFW HOSPITAL COUNCIL FOUNDATION'S WORKFORCE CENTER PROVIDES A FORUM FOR COLLABORATION OF HEALTHCARE WORKFORCE ISSUES WITH MORE THAN 80 DALLAS-FORT WORTH HOSPITALS AND THEIR NURSING AND HUMAN RESOURCES EXECUTIVES, AND CLOSE TO 20 NORTH TEXAS COLLEGES AND UNIVERSITIES AND OTHER COMMUNITY-BASED PARTNERS. WE PARTICIPATE IN TWO GRANTS WITH DALLAS COLLEGE FOCUSED ON HEALTHCARE APPRENTICESHIPS WITH DEPARTMENT OF LABOR AND ON BIOTECH WITH THE ECONOMIC DEVELOPMENT ADMINISTRATION TO IMPROVE THE QUALITY AND NUMBER OF HEALTHCARE WORKERS IN THE REGION AND TO SERVE AS AN ADVOCATE FOR WORKFORCE ISSUES THAT AFFECT HOSPITALS, SUCH AS WORKPLACE VIOLENCE AND NURSING SHORTAGES.

    Expenses $345,564 · Revenue $435,575

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BECKY TUCKER

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BLAKE KRETZ

    PAST-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JESSICA O'NEAL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • W STEPHEN LOVE

    Trustee, DFW Pres/CEO

    Total calculated
    $726,936
    From this org
    $0
    From related orgs
    $696,303
    Other
    $30,633
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,597 related
    Bonus
    $0 + $142,140 related
    Other
    $0 + $16,566 related
    Deferred
    $0 + $22,500 related
    Nontaxable benefits
    $0 + $8,133 related
    Filer's total
    $0 + $726,936 related

  • CHERYL PETERSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOE PARRA MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN PHILLIPS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MATT MURRAY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL SANBORN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DELINDA BAILEY

    CFO/VP OF FINANCE

    Total calculated
    $387,505
    From this org
    $0
    From related orgs
    $356,394
    Other
    $31,111
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,221 related
    Bonus
    $0 + $37,587 related
    Other
    $0 + $5,586 related
    Deferred
    $0 + $22,500 related
    Nontaxable benefits
    $0 + $8,611 related
    Filer's total
    $0 + $387,505 related

  • JENNIFER MIFF

    President

    Total calculated
    $398,789
    From this org
    $375,580
    From related orgs
    $0
    Other
    $23,209
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $328,044
    Bonus
    $39,646
    Other
    $7,890
    Deferred
    $21,222
    Nontaxable benefits
    $1,987
    Filer's total
    $398,789

  • GREGORY SHELTON

    PRODUCT MANAGER

    Total calculated
    $133,043
    From this org
    $114,165
    From related orgs
    $0
    Other
    $18,878
    Hours/week
    40

  • PATTI TAYLOR

    DIRECTOR, QUALITY & PTNT SAFETY

    Total calculated
    $138,882
    From this org
    $126,431
    From related orgs
    $0
    Other
    $12,451
    Hours/week
    40

  • SALLY WILLIAMS

    WORKFORCE CENTER DIRECTOR

    Total calculated
    $125,174
    From this org
    $106,299
    From related orgs
    $0
    Other
    $18,875
    Hours/week
    40

  • THERESA MENDOZA

    DIRECTOR OF QUALITY & DATA

    Total calculated
    $168,144
    From this org
    $137,396
    From related orgs
    $0
    Other
    $30,748
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,581
    Bonus
    $8,244
    Other
    $571
    Deferred
    $14,128
    Nontaxable benefits
    $16,620
    Filer's total
    $168,144

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, and on a Form 990-PF Part VIII's — 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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 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 6a Compensation contingent on net earnings of the organization
JENNIFER MIFF PARTICIPATES IN THE ORGANIZATION'S OVERALL INCENTIVE COMPENSATION PLAN. THIS PLAN PROVIDES FOR MAXIMUM PAYOUTS, CALCULATED BASED ON EARNINGS FOR THE YEAR, OF WHICH 10% OF COMPENSATION WITH A MAXIMUM OF 12% IS FOR ALL ELIGIBLE EXECUTIVE EMPLOYEES, AND 5% OF COMPENSATION WITH A MAXIMUM OF 10% IS FOR ALL OTHER EMPLOYEES AT THE FOUNDATION. ELIGIBILITY IS BASED ON EMPLOYMENT STATUS AND SATISFACTORY INDIVIDUAL PERFORMANCE RATINGS. THE BOARD MUST APPROVE ALL PAYOUTS.

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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
12 August 2024
IRS schema version
2023v5.1
Source object
202442259349301624

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