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← DALLAS-FORT WORTH HOSPITAL COUNCIL EDUCATION AND RESEARCH FOUNDATION

Form 990 for tax year 2024

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

Totals

Total revenue
$4,711,013
Total expenses
$4,014,164
Contributions and grants received
$333,233
Grants paid
$0
Program service revenue
$4,104,666
Investment income
$273,114
Other revenue
$0
Total assets, end of year
$9,330,557
Total liabilities, end of year
$1,805,994
Net assets or fund balances, end of year
$7,524,563
Program services expenses (Part IX)
$3,633,882
Management and general expenses
$380,282
Fundraising expenses
$0
Program service expenses (Part III)
$3,633,882

Program services were 90.5% 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)

    $333,233

  • 2a · Program service revenue: Meeting & Seminars

    total $110,587 · related or exempt $110,587 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Special Projects

    total $176,921 · related or exempt $176,921 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Other Revenue

    total $368,110 · related or exempt $368,110 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Membership Dues

    total $3,449,048 · related or exempt $3,449,048

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $273,114 · excluded $273,114

  • 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.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $412,342 · program services $338,120 · management and general $74,222 · fundraising $0

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $795,959 · program services $741,215 · management and general $54,744 · fundraising $0

  • 8 · Pension plan contributions

    total $66,067 · program services $60,839 · management and general $5,228 · fundraising $0

  • 9 · Other employee benefits

    total $51,863 · program services $46,561 · management and general $5,302 · fundraising $0

  • 10 · Payroll taxes

    total $75,189 · program services $67,280 · management and general $7,909 · fundraising $0

  • 11a · Fees: management

    total $4,306 · program services $4,306 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $4,227 · program services $0 · management and general $4,227 · fundraising $0

  • 11c · Fees: accounting

    total $16,535 · program services $0 · management and general $16,535 · fundraising $0

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

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

  • 11g · Fees: other

    total $1,812,954 · program services $1,649,788 · management and general $163,166 · fundraising $0

  • 12 · Advertising and promotion

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

  • 13 · Office expenses

    total $81,157 · program services $79,115 · management and general $2,042 · fundraising $0

  • 14 · Information technology

    total $323,147 · program services $317,638 · management and general $5,509 · fundraising $0

  • 15 · Royalties

    total $322 · program services $322 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $139,064 · program services $125,187 · management and general $13,877 · fundraising $0

  • 17 · Travel

    total $13,463 · program services $11,904 · management and general $1,559 · fundraising $0

  • 18 · Travel or entertainment for public officials

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

  • 19 · Conferences, conventions and meetings

    total $72,146 · program services $72,108 · management and general $38 · fundraising $0

  • 20 · Interest

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

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $22,430 · program services $0 · management and general $22,430 · fundraising $0

  • 23 · Insurance

    total $42,405 · program services $39,735 · management and general $2,670 · fundraising $0

  • 24a · Other expenses: Bad Debt Expense

    total $55,520 · program services $55,520

  • 24b · Other expenses: Special Projects

    total $16,000 · program services $16,000

  • 24c · Other expenses: Dues & Subscriptions

    total $4,460 · program services $4,460

  • 24d · Other expenses: Equipment Repair/Maint

    total $27 · program services $27

  • 24e · All other expenses

    total $4,581 · program services $3,757 · management and general $824 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,151,811 · end of year $1,140,971

  • 2 · Savings and temporary cash investments

    beginning of year $6,771,646 · end of year $7,089,712

  • 3 · Pledges and grants receivable

    beginning of year $14,000 · end of year $0

  • 4 · Accounts receivable

    beginning of year $100,535 · end of year $89,247

  • 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 $354,788 · end of year $297,432

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

    $383,001

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

    $345,521

  • 10c · Land, buildings and equipment, net

    beginning of year $56,971 · end of year $37,480

  • 11 · Investments: publicly traded securities

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

  • 15 · Other assets

    beginning of year $656,469 · end of year $675,715

  • 17 · Accounts payable and accrued expenses

    beginning of year $299,742 · end of year $254,250

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,370,897 · end of year $873,423

  • 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

  • 25 · Other liabilities

    beginning of year $657,591 · end of year $678,321

  • 27 · Net assets without donor restrictions

    beginning of year $6,729,394 · end of year $7,475,967

  • 28 · Net assets with donor restrictions

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

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

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 $2,253,007 · Revenue $3,449,048

  • 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 $545,082 · Revenue $368,110

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

    Expenses $508,743 · Revenue $176,921

  • 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 $327,050 · Revenue $110,587

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

Listed in Part VII

  • Becky Tucker

    Past-Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jessica O'Neal

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • W Stephen Love

    Secretary, DFW Pres/CEO

    Total calculated
    $746,983
    From this org
    $0
    From related orgs
    $715,595
    Other
    $31,388
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $560,902 related
    Bonus
    $0 + $139,513 related
    Other
    $0 + $15,180 related
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $8,388 related
    Filer's total
    $0 + $746,983 related

  • Cheryl Petersen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Edmundo Castaneda

    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

  • Michael Sanborn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Delinda Bailey

    CFO/VP OF FINANCE

    Total calculated
    $402,681
    From this org
    $0
    From related orgs
    $369,226
    Other
    $33,455
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,918 related
    Bonus
    $0 + $38,893 related
    Other
    $0 + $6,415 related
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $10,455 related
    Filer's total
    $0 + $402,681 related

  • Jennifer Miff

    President

    Total calculated
    $412,342
    From this org
    $387,305
    From related orgs
    $0
    Other
    $25,037
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $338,578
    Bonus
    $40,837
    Other
    $7,890
    Deferred
    $23,000
    Nontaxable benefits
    $2,037
    Filer's total
    $412,342

  • Gregory Shelton

    PRODUCT MANAGER

    Total calculated
    $138,770
    From this org
    $117,487
    From related orgs
    $0
    Other
    $21,283
    Hours/week
    40

  • Marco Mack

    Project Manager of EDI

    Total calculated
    $116,680
    From this org
    $100,388
    From related orgs
    $0
    Other
    $16,292
    Hours/week
    40

  • Patti Taylor

    DIRECTOR, QUALITY & PTNT SAFETY

    Total calculated
    $143,581
    From this org
    $131,142
    From related orgs
    $0
    Other
    $12,439
    Hours/week
    40

  • Sally Williams

    WORKFORCE CENTER DIRECTOR

    Total calculated
    $130,785
    From this org
    $110,212
    From related orgs
    $0
    Other
    $20,573
    Hours/week
    40

  • Theresa Mendoza

    DIRECTOR OF QUALITY & DATA

    Total calculated
    $177,530
    From this org
    $147,235
    From related orgs
    $0
    Other
    $30,295
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,456
    Bonus
    $8,151
    Other
    $628
    Deferred
    $9,568
    Nontaxable benefits
    $20,727
    Filer's total
    $177,530

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.

  • DFWHC Ventures Inc DBA GroupOne

    C Corporation · Pre-Employment Screening · TX · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
18 November 2025
IRS schema version
2024v5.1
Source object
202543219349328294

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