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Nonprofiteer
← NORTH TEXAS HEALTHY COMMUNITIES

Form 990 for tax year 2024

Filed by NORTH TEXAS HEALTHY COMMUNITIES.

Totals

Total revenue
$12,113,573
Total expenses
$12,113,993
Contributions and grants received
$12,111,282
Grants paid
$3,918,114
Program service revenue
$0
Investment income
$0
Other revenue
$2,291
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$10,870,928
Management and general expenses
$1,243,065
Fundraising expenses
$0
Program service expenses (Part III)
$10,870,928

Program services were 89.7% 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.

  • 1d · Related organizations

    $12,086,282

  • 1f · All other contributions, gifts and grants

    $25,000

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $2,291 · excluded $2,291

  • 11e · Other revenue, total

    $2,291

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,918,114 · program services $3,918,114

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $3,493,430 · program services $3,493,430 · fundraising $0

  • 8 · Pension plan contributions

    total $75,652 · program services $75,652

  • 9 · Other employee benefits

    total $591,830 · program services $591,830

  • 10 · Payroll taxes

    total $143,887 · program services $143,887

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,641,497 · program services $1,641,497

  • 12 · Advertising and promotion

    total $951,095 · management and general $951,095

  • 13 · Office expenses

    total $70,061 · management and general $70,061

  • 14 · Information technology

    total $7,319 · program services $7,319

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $154,018 · program services $154,018

  • 17 · Travel

    total $36,910 · management and general $36,910

  • 18 · Travel or entertainment for public officials

    total $27,557 · management and general $27,557

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: COMMUNITY BENEFIT

    total $385,775 · program services $385,775

  • 24b · Other expenses: NON MEDICAL SUPPLIES

    total $384,428 · program services $384,428

  • 24c · Other expenses: BOOKS & SUBSCRIPTIONS

    total $157,442 · management and general $157,442

  • 24d · Other expenses: INTERCOMPANY AFFILIATE SVC

    total $53,027 · program services $53,027

  • 24e · All other expenses

    total $21,951 · program services $21,951

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $420 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end 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 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $420 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

FOCUS ON THE DELIVERY OF COMMUNITY BENEFIT THROUGH WELL-BEING IMPROVEMENT INITIATIVES. COMMITTED TO PROVIDING FOR THE HEALTH OF THE COMMUNITY, NORTH TEXAS HEALTHY COMMUNITIES PLANS TO BE INVOLVED IN A VARIETY OF PROJECTS WHICH WILL HELP THE COMMUNITY AT LARGE.

Activities or mission (Part I)

To deliver community benefit through well-being improvement initiatives.

  • Following certification of Fort Worth as a Blue Zones Community in 2018, North Texas Healthy Communities (NTHC) - a well-being outreach arm of Texas Health that implements Blue Zones Project and other best practices - has continued to greatly expand its community health efforts throughout North Texas. Collaborating with schools, faith communities, worksites, and neighborhoods identified by Texas Health's Community Health Needs Assessment, NTHC supports community well-being by fostering equitable and affordable access to healthy foods, promoting mental health, and enhancing literacy success. Major initiatives implemented in 2024 include: Good For You Healthy Hubs, offering fresh produce in schools and community organizations. Double up Food Bucks, which matches SNAP benefits for fresh produce at farmer markets and grocers. Building, refurbishment and curriculum support for School Learning Gardens Sponsorship of Scholastic Book Fairs and literacy support. Mental Health First Aid training Refurbishment of School recess and playground areas, and support for movement and mindfulness activities. Culled Produce recovery and redistribution to farms and communities Support for community centers through programming and access to fresh produce Community Outreach primarily to the homeless in the Dallas area by providing assistance with temporary housing, transportation vouchers, addiction recovery, and health maintenance and screening. Through these various programs, NTHC engaged more than 280 volunteers.

    Expenses $10,870,928 · Grants $3,918,114

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BerdanBarclay E

    THR CEO/Trustee

    Total calculated
    $5,590,405
    From this org
    $0
    From related orgs
    $4,340,945
    Other
    $1,249,460
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,141,472 related
    Bonus
    $0 + $1,829,962 related
    Other
    $0 + $369,511 related
    Deferred
    $0 + $1,195,301 related
    Nontaxable benefits
    $0 + $54,159 related
    Filer's total
    $0 + $5,590,405 related

  • KramerKenneth J

    Assist Secretary

    Total calculated
    $1,617,416
    From this org
    $0
    From related orgs
    $1,346,110
    Other
    $271,306
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $749,605 related
    Bonus
    $0 + $447,361 related
    Other
    $0 + $149,144 related
    Deferred
    $0 + $228,611 related
    Nontaxable benefits
    $0 + $42,695 related
    Filer's total
    $0 + $1,617,416 related

  • TesmerDavid J

    President

    Total calculated
    $899,093
    From this org
    $0
    From related orgs
    $708,540
    Other
    $190,553
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $435,535 related
    Bonus
    $0 + $220,207 related
    Other
    $0 + $52,798 related
    Deferred
    $0 + $149,047 related
    Nontaxable benefits
    $0 + $41,506 related
    Filer's total
    $0 + $899,093 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $834,928
    From this org
    $0
    From related orgs
    $709,546
    Other
    $125,382
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,958 related
    Bonus
    $0 + $292,182 related
    Other
    $0 + $73,406 related
    Deferred
    $0 + $83,749 related
    Nontaxable benefits
    $0 + $41,633 related
    Filer's total
    $0 + $834,928 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $473,514
    From this org
    $0
    From related orgs
    $399,545
    Other
    $73,969
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,922 related
    Bonus
    $0 + $77,808 related
    Other
    $0 + $33,815 related
    Deferred
    $0 + $18,541 related
    Nontaxable benefits
    $0 + $55,428 related
    Filer's total
    $0 + $473,514 related

  • FarrarEdward A

    Former Officer

    Total calculated
    $386,100
    From this org
    $0
    From related orgs
    $315,564
    Other
    $70,536
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,228 related
    Bonus
    $0 + $22,484 related
    Other
    $0 + $36,852 related
    Deferred
    $0 + $22,650 related
    Nontaxable benefits
    $0 + $47,886 related
    Filer's total
    $0 + $386,100 related

  • DufreneMatthew Paul

    VP Nrth TX Healthy Communities

    Total calculated
    $327,356
    From this org
    $0
    From related orgs
    $259,527
    Other
    $67,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $183,274 related
    Bonus
    $0 + $50,085 related
    Other
    $0 + $26,168 related
    Deferred
    $0 + $12,308 related
    Nontaxable benefits
    $0 + $55,521 related
    Filer's total
    $0 + $327,356 related

  • Deck MD Michael

    Chairman

    Total calculated
    $0
    Hours/week
    0.5

  • Pickens Andrea

    Vice Chairman

    Total calculated
    $0
    Hours/week
    0.5

  • Wilson Kimberly Pack

    Immediate Past 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

  • Del Rio Roxanne

    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

  • Moffatt Lynne

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Reed Alex

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Skaggs Christopher

    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, 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

  • 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(ii) and Column (F), if previously reported as deferred. Berdan,Barclay E. 576,408 Jackson,David W. 171,438 Kramer,Kenneth J. 129,591 Tesmer,David J. 49,745

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • AMH Cath Labs LLC

    Hospital · TX

    Directly controlled by NA

  • Arlington Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Castle Hills Surgicare LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Central Park Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cleburne Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cross Timbers Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Denton Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Flower Mound Hospital Partners LLC

    Hospital · TX

    Directly controlled by NA

  • Fort Worth Endoscopy Centers LLC

    Endoscopy Center · TX

    Directly controlled by NA

  • Greenville Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Health Imaging Partners LLC

    Medical Imaging · TX

    Directly controlled by NA

  • Mansfield Endoscopy Center LLC

    Endoscopy · TX

    Directly controlled by NA

  • North Dallas Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Opthalmology Surgery Center of Dallas LL

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Park Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Physicians Medical Center LLC

    Hospital · TX

    Directly controlled by NA

  • Presbyterian Cancer Ctr-Dallas LLC

    Cancer Ctr · TX

    Directly controlled by NA

  • Rockwall Regional Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • South Arlington Surgical Providers LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Southlake Specialty Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • Surgical Caregivers of Fort Worth LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Craig Ranch Surgery Center

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Flower Mound Orthopedic Sur

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Huguley Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Orthopedic Surgery Center A

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allen

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allian

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Supply Chain Services LLC

    Purchasing Co · TX

    Directly controlled by NA

  • Texas Health Surgery Center Alliance LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Bedford LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Chisholm Tra

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Forney LLC

    Inactive · TX

    Directly controlled by NA

  • Texas Health Surgery Center Irving LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Preston Plaz

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Rockwall LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Southwest Fo

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Willow Park

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Institute for Surgery LLP

    Hospital · TX

    Directly controlled by NA

  • THR-STT Rockwall ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • THR-STT Southlake ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • UPNT Surgery LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • USMD Hospital at Arlington LP

    Hospital · TX

    Directly controlled by NA

  • Walnut Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Willow Park Endoscopy Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Wilson Creek Surigcal Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Women's Specialty Surgery Center of Dall

    Amb Surg Ctr · TX

    Directly controlled by NA

Related corporations and trusts

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

  • Grace Indemnity Company SPC Ltd

    C Corp · Captive Insur · CJ · controlled entity

    Directly controlled by NA

  • Texas Health Biomedical Advancement Cent

    C Corp · Research · TX · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
31 October 2025
IRS schema version
2024v5.2
Source object
202513109349301421

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