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Nonprofiteer
← TEXAS HEALTH INSTITUTE

Form 990 for tax year 2022

Filed by TEXAS HEALTH INSTITUTE.

Totals

Total revenue
$3,043,034
Total expenses
$3,676,199
Contributions and grants received
$1,644,334
Grants paid
$191,396
Program service revenue
$1,403,445
Investment income
-$14,551
Other revenue
$9,806
Total assets, end of year
$1,515,727
Total liabilities, end of year
$701,378
Net assets or fund balances, end of year
$814,349
Program services expenses (Part IX)
$2,780,014
Management and general expenses
$886,614
Fundraising expenses
$9,571
Program service expenses (Part III)
$2,780,014

Program services were 75.6% 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)

    $922,404

  • 1f · All other contributions, gifts and grants

    $721,930

  • 2a · Program service revenue: FEE FOR SERVICE

    total $1,347,003 · related or exempt $1,347,003

  • 2b · Program service revenue: EVENT REGISTRATION AND

    total $56,442 · related or exempt $56,442

  • 3 · Investment income

    total $13,308 · excluded $13,308

  • 7a · Gross sales of assets other than inventory

    securities $353,482

  • 7b · Less cost or other basis and sales expenses

    securities $381,341

  • 7c · Gain or loss

    securities -$27,859

  • 7d · Net gain or loss

    total -$27,859 · excluded -$27,859

  • 11a · Other revenue: OTHER

    total $5,456 · related or exempt $5,456

  • 11b · Other revenue: SPEAKING FEE

    total $4,350 · related or exempt $4,350

  • 11e · Other revenue, total

    $9,806

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $191,396 · program services $191,396

  • 5 · Compensation of officers, directors and key employees

    total $819,295 · program services $592,927 · management and general $224,659 · fundraising $1,709

  • 7 · Other salaries and wages

    total $742,021 · program services $607,691 · management and general $133,471 · fundraising $859

  • 8 · Pension plan contributions

    total $11,164 · program services $4,377 · management and general $6,787

  • 9 · Other employee benefits

    total $113,845 · program services $80,421 · management and general $33,223 · fundraising $201

  • 10 · Payroll taxes

    total $118,255 · program services $93,350 · management and general $24,767 · fundraising $138

  • 11c · Fees: accounting

    total $110,750 · program services $6,000 · management and general $104,750

  • 11f · Fees: investment management

    total $5,191 · management and general $5,191

  • 11g · Fees: other

    total $1,261,341 · program services $983,034 · management and general $273,232 · fundraising $5,075

  • 12 · Advertising and promotion

    total $1,901 · program services $1,706 · management and general $195

  • 13 · Office expenses

    total $2,957 · management and general $2,944 · fundraising $13

  • 14 · Information technology

    total $6,024 · program services $3,117 · management and general $2,907

  • 16 · Occupancy

    total $94,008 · program services $69,888 · management and general $23,977 · fundraising $143

  • 17 · Travel

    total $26,350 · program services $17,616 · management and general $8,734

  • 19 · Conferences, conventions and meetings

    total $71,418 · program services $63,303 · management and general $8,115

  • 20 · Interest

    total $4,880 · management and general $4,880

  • 23 · Insurance

    total $11,761 · program services $8,728 · management and general $3,015 · fundraising $18

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $73,897 · program services $52,652 · management and general $19,830 · fundraising $1,415

  • 24b · Other expenses: CREDIT CARD PROCESSING

    total $9,745 · program services $3,808 · management and general $5,937

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $198,758 · end of year $135,708

  • 3 · Pledges and grants receivable

    beginning of year $1,312,918 · end of year $516,232

  • 4 · Accounts receivable

    beginning of year $139,970 · end of year $131,305

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,725 · end of year $48,945

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

    $45,433

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

    $45,433

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $791,500 · end of year $683,537

  • 17 · Accounts payable and accrued expenses

    beginning of year $810,446 · end of year $422,213

  • 19 · Deferred revenue

    beginning of year $3,297

  • 23 · Secured mortgages and notes payable

    beginning of year $69,599 · end of year $244,599

  • 25 · Other liabilities

    beginning of year $62,390 · end of year $34,566

  • 27 · Net assets without donor restrictions

    beginning of year -$570,129 · end of year -$327,010

  • 28 · Net assets with donor restrictions

    beginning of year $2,110,268 · end of year $1,141,359

Mission and programs · 2022

Mission

TEXAS HEALTH INSTITUTE'S MISSION IS ACCOMPLISHED WITH A THREE-POINT STRATEGY APPROACH: PRODUCE EVIDENCE AND IDEAS, TRANSLATE AND SHARE INSIGHTS, AND ADVANCE COLLABORATIVE ACTION.

Activities or mission (Part I)

THE MISSION OF THE TEXAS HEALTH INSTITUTE IS TO ADVANCE THE HEALTH OF ALL.

  • MOUNTAIN STATES REGIONAL GENETICS NETWORK'S (MSRGN) MISSION IS TO ENSURE THAT INDIVIDUALS WITH GENETIC DISORDERS AND THEIR FAMILIES HAVE ACCESS TO QUALITY CARE AND APPROPRIATE GENETIC EXPERTISE AND INFORMATION THROUGH FACILITATING A PROFESSIONAL NETWORK OF GENETICS CLINICS, KEY PRIMARY CARE PRACTICES, CONSUMER ADVOCATES, AND STATE HEALTH DEPARTMENT RESOURCES. THE EIGHT STATES THAT MAKE UP THE MSRGN REGION INCLUDE MONTANA, WYOMING, NEVADA, UTAH, COLORADO, ARIZONA, NEW MEXICO AND TEXAS. THE MSRGN IS ONE OF SEVEN REGIONAL NETWORKS FUNDED THROUGH THE HEALTHCARE RESOURCES AND SERVICES ADMINISTRATION (HRSA). THE MSRGN IS FOCUSED ON THE FOLLOWING PRIORITIES: LINKAGE OF MEDICALLY UNDERSERVED POPULATIONS TO GENETIC SERVICES IMPLEMENTATION OF QUALITY IMPROVEMENT ACTIVITIES TO INCREASE GENETIC SERVICES IMPLEMENTATION OF EVIDENCE-BASED INNOVATIVE MODELS OF TELEHEALTH/TELEMEDICINE FOCUSED ON CLINICAL GENETICS PROVISION OF RESOURCES TO PROVIDERS (GENETICS AND PRIMARY CARE), PUBLIC HEALTH PROFESSIONALS, AND INDIVIDUALS WITH GENETICS CONDITIONS AND THEIR FAMILIES.

    Expenses $572,036 · Revenue $6,050

  • THI'S COMMUNITY HEALTH PROGRAM ADVANCES COMMUNITY HEALTH IMPROVEMENT EFFORTS THROUGH CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENT, FACILITATING COMMUNITY ENGAGEMENT EFFORTS, AND DEVELOPING COMMUNITY HEALTH IMPROVEMENT PLANS. IN DOING SO, WE RESEARCH AND EVALUATE EXISTING EFFORTS AND POLICIES, ANALYZE POPULATION HEALTH TRENDS, AND IDENTIFY COMMUNITY ASSETS. THESE PROGRAMS INCLUDED, BUT WERE NOT LIMITED TO, PROVIDING BACKBONE SUPPORT FOR A TRI-COUNTY COLLABORATION IN EAST TEXAS TO ADDRESS THE OVERLAPPING ISSUES OF SUBSTANCE USE AND MENTAL HEALTH CRISIS; AND CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENT FOR THE FIVE COUNTY REGION IN CENTRAL TEXAS.

    Expenses $454,957 · Revenue $289,258

  • THI'S HEALTH EQUITY PROGRAMS HELP NATIONAL, STATE, AND LOCAL LEADERS, ORGANIZATIONS AND COMMUNITIES IDENTIFY, MEASURE, AND ADDRESS HEALTH DISPARITIES AND ADVANCE HEALTH EQUITY. THESE PROJECTS INCLUDED, BUT WERE NOT LIMITED TO, DEVELOPING A HEALTH DISPARITIES REPORT FOR AMERICA'S HEALTH RANKINGS PLATFORM; FINALIZING ROBERT WOOD JOHNSON FOUNDATION PROJECT FOR EVALUATING SYSTEMS-ALIGNMENT INITIATIVES IN TEXAS TO TEST RWJF'S HYPOTHESES ON THE IMPACT OF ALIGNING PUBLIC HEALTH, HEALTH CARE, AND SOCIAL SERVICES; CONDUCTING TECHNICAL ASSISTANCE EVALUATION OF BEST PRACTICES FOR COVID-19 HEALTH EQUITY WITH NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES;AND LASTLY WE CONTINUED WORK ON CONDUCTING A TWO YEAR REALIST VALUATION OF NEARLY TWO DOZEN CROSSSECTOR ALIGNMENT INITIATIVES FOR HEALTH AND HEALTH EQUITY ACROSS TEXAS.

    Expenses $408,295 · Revenue $527,324

  • ELEARNING AND TRAINING PROGRAM CREATES COURSES BASED ON A FRAMEWORK DEVELOPED WITH FEDERAL AGENCIES AND OUR ELEARNING PARTNER TULANE SCHOOL OF PUBLIC HEALTH AND TROPICAL MEDICINE. WE WORK TOGETHER TO APPLY "REAL WORLD" EXPERIENCE IN DEVELOPING COURSES WITH MEASURABLE OUTCOMES THAT ENGAGE THE PRACTITIONER WHEN IT IS CONVENIENT TO THEIR SCHEDULE. WE PROVIDE PUBLIC HEALTH AND HEALTHCARE PRACTITIONERS WITH LEADING EDGE CONTENT USING BEST PRACTICES BASED ON CONTINUOUS IMPROVEMENT. THI, WITH ITS PARTNER EQUALITY TEXAS FOUNDATION, CREATED THE SEVEN COURSE TRANSGENDER HEALTH LEARNING SERIES. THE COURSES SERVE AS A CONVENIENT, ONLINE SERIES FOR HEALTHCARE PROVIDERS AND FOR PEOPLE INTERESTED IN BECOMING MORE FAMILIAR WITH THE TRANSGENDER COMMUNITY. TRANS PEOPLE AND MEDICAL PROFESSIONALS CREATED EACH COURSE. THI, IS A REGION 6 SOUTH CENTRAL PUBLIC HEALTH TRAINING CENTER'S COMMUNITY BASED PARTNER. THI HELPS CREATE TRAINING THAT IS COMPETENCY-BASED, PRACTICE-FOCUSED, AND ADDRESSES CORE FUNCTIONS AND ESSENTIAL SERVICES. TRAINING IS BASED ON FORMAL NEEDS ASSESSMENTS IN THE FIVE STATE SOUTH CENTRAL REGION.TRANSFORWARD: TEXAS TRANSGENDER HEALTH IS A COLLABORATION BETWEEN THI AND EQUALITY TEXAS FOUNDATION. THE PATIENT-CENTERED OUTCOMES RESEARCH INSTITUTE (PCORI) FUNDED THE CREATION OF A STATEWIDE TRANSGENDER-POWERED RESEARCH LEARNING COLLABORATIVE NETWORK EMPLOYING THE PATIENT-CENTERED OUTCOMES RESEARCH (PCOR) CONCEPTUAL MODEL TO GUIDE AND OPERATIONALIZE THE NETWORK. THIS APPROACH ENABLES TEAMS TO CONDUCT RESEARCH ON TRANSGENDER HEALTH ISSUES ACROSS TEXAS WITH SOME LEVEL OF COORDINATION. THE PROJECT CREATED A PROJECT ECHO SERIES ON COVID-19 AND THE TRANSGENDER AND GENDER DIVERSE COMMUNITIES IN TEXAS. TRANSFORWARD IS ALSO A STANFORD UNIVERSITY PRIDE STUDY/NET COMMUNITY ENGAGEMENT PARTNER.THE TEXAS PRIMARY CARE CONSORTIUM (TPCC) IS A STATEWIDE COLLABORATIVE LED BY THE TEXAS MEDICAL HOME INITIATIVE AND TEXAS HEALTH INSTITUTE WITH A MISSION TO ADVANCE EQUITABLE, COMPREHENSIVE, AND SUSTAINABLE PRIMARY CARE FOR ALL TEXANS. WITH LEADERSHIP FROM OUR STEERING COMMITTEE AND SUPPORT FROM OUR PARTNERS, TPCC IS WORKING TO ADDRESS THE SYSTEMIC ISSUES OF HEALTH CARE INEQUITIES, HIGH COSTS, AND LACK OF ACCESS. TEXAS PRIMARY CARE CONSORTIUM LEADS WITH THE FRAMEWORK TO: 1) EDUCATE: EXPAND OUR KNOWLEDGE BASE BY SHARING BEST PRACTICES, LESSONS LEARNED, AND REPLICABLE TOOLS. 2) ACTIVATE: FACILITATE OPPORTUNITIES TO BUILD AND STRENGTHEN LASTING PARTNERSHIPS FOR SHARED AND SUSTAINABLE IMPACT. 3) TRANSFORM: CREATE SPACES FOR DIALOGUE AND ACTION TO GENERATE A SHIFT IN THE HEALTHCARE SYSTEM THROUGH POLICY AND SYSTEM CHANGE INITIATIVES. THE TPCC CONTINUES TO FACILITATE AN ANNUAL STATEWIDE CONFERENCE TO CONVENE HEALTH CHAMPIONS AND CONTINUE IN OUR SHARED PURSUIT OF IMPROVING THE HEALTH OF TEXANS THROUGH ACCESSIBLE, EQUITABLE, AND COORDINATED PERSON-CENTERED PRIMARY CARE.DISEASES IN NATURE (DIN) IS A NOT-FOR-PROFIT CONFERENCE AND SERVES AS A FORUM FOR THE PRESENTATION OF EPIDEMIOLOGICAL INVESTIGATIONS, CLINICAL CASE STUDIES, BASIC AND APPLIED RESEARCH, AND OTHER TOPICS IN EMERGING AND CURRENT ZOONOTIC AND ENVIRONMENTALLY-ACQUIRED INFECTIOUS DISEASES. THE CONFERENCE'S GOAL IS TO INCREASE KNOWLEDGE AND AWARENESS OF THESE DISEASES WITHIN THE VETERINARY, MEDICAL, PUBLIC HEALTH, AND ACADEMIC RESEARCH COMMUNITIES. DIN TAKES PLACE ANNUALLY, IS CO-SPONSORED BY THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES ZOONOSIS CONTROL BRANCH AND ADMINISTERED BY TEXAS HEALTH INSTITUTE.THI'S ORAL HEALTH PROGRAM SEEKS TO IMPROVE THE ORAL HEALTH FOR ALL BY ENGAGING IN RESEARCH AND PROJECTS AT LOCAL, STATE AND NATIONAL LEVELS. THE TEAM EVALUATES AND IMPROVES METHODS TO MONITOR ORAL DISEASES AND OUTCOMES. PROJECTS WORK TO REDUCE DISPARITIES IN ACCESS TO DENTAL CARE, INCREASE AWARENESS ABOUT ORAL HEALTH AND IT'S EFFECT ON OVERALL HEALTH AND WELLBEING. THE PROGRAM SEEKS TO ALSO INCREASE AWARENESS FOR A DATADRIVEN AND EVIDENCE BASED POLICY DEVELOPMENT PROCESS AT THE LOCAL, STATE, AND NATIONAL LEVEL. THESE PROGRAMS INCLUDED DEVELOPMENT AND IMPLEMENTATION OF A STATEWIDE STRATEGY TO IMPLEMENT EVIDENCE INFORMED PRACTICES; AND ENGAGING THE CONSUMER IN DESIGN AND IMPLEMENTATION OF TELEDENSTISTRY IN TEXAS.

    Expenses $1,344,726 · Grants $191,396 · Revenue $590,619

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • GEORGE T ROBERTS JR

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DONNA M MEYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CAMILLE D MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CAROL J PARET

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BEN G RAIMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARLOTTE SCOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIM JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GEORGE MILLER JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL MONOPOLI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANKIT SANGHAVI EXEC DIR

    SECRETARY/TREASURER

    Total calculated
    $254,793
    From this org
    $226,320
    From related orgs
    $0
    Other
    $28,473
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,120
    Bonus
    $19,200
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,473
    Filer's total
    $254,793

  • TONYA FUQUA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIM SLOCUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • OS CHRISMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DONALD WAGNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANIEL CROWE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL HOLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SANDRA TOVAR

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY WOLF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHAWN GIBBS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHERRY WILKIE-CONWAY

    CHIEF OPERATING OFFICER

    Total calculated
    $143,887
    From this org
    $137,277
    From related orgs
    $0
    Other
    $6,610
    Hours/week
    40

  • JOHN MILLER

    CHIEF STRATEGY OFFICER

    Total calculated
    $148,916
    From this org
    $132,112
    From related orgs
    $0
    Other
    $16,804
    Hours/week
    40

  • RACHELLE CHIANG

    CHIEF RESEARCH OFFICER

    Total calculated
    $145,149
    From this org
    $135,933
    From related orgs
    $0
    Other
    $9,216
    Hours/week
    40

  • STEPHANIE ONDRIAS

    CHIEF CONVENING AND EDUCAT

    Total calculated
    $126,550
    From this org
    $113,663
    From related orgs
    $0
    Other
    $12,887
    Hours/week
    40

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 committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
  • 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)

PART I, LINE 3
THE EXECUTIVE COMMITTEE REVIEWS THE EXCECUTIVE DIRECTOR'S COMPENSATION ANNUALLY DURING THE ORGANIZATION-WIDE BUDGET PROCESS. THE COMMITTEE CONSULTS 990S OF SIMILAR NATIONAL ORGANIZATIONS, AND ALSO OF ORGANIZATIONS IN THE AUSTIN AREA. COMPENSATION SURVEYS ARE USED TO IDENTIFY A COMPETITVE RANGE OF COMPENSATION. THE EXECUTIVE COMMITTEE CONCLUDES WITH PROVIDING A RECOMMENDED SALARY FOR THE EXECUTIVE DIRECTOR FOR INCLUSION IN THE ANNUAL OPERATING BUDGET. THE BOARD THEN VOTES TO ADOPT THE OPERATING BUDGET. THE ORGANIZATION PROVIDES A WRITTEN EMPLOYMENT CONTRACT DETAILING SALARY, BENEFITS AND PERFORMANCE OBJECTIVES FOR THE YEAR.

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

  • BLACK MAMAS ATX

    $191,396

    PROVIDE AND SUSTAIN HOLISTIC, CULTURALLY CONGRUENT PERINATAL CARE

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202313159349302101

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