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← DALLAS-FORT WORTH HOSPITAL COUNCIL EDUCATION AND RESEARCH FOUNDATION

Form 990 for tax year 2022

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

Totals

Total revenue
$4,215,697
Total expenses
$3,687,557
Contributions and grants received
$298,622
Grants paid
$0
Program service revenue
$3,864,655
Investment income
$52,420
Other revenue
$0
Total assets, end of year
$7,677,608
Total liabilities, end of year
$1,356,142
Net assets or fund balances, end of year
$6,321,466
Program services expenses (Part IX)
$3,287,268
Management and general expenses
$400,289
Fundraising expenses
$0
Program service expenses (Part III)
$3,287,268

Program services were 89.1% 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)

    $298,622

  • 2a · Program service revenue: MEETINGS & SEMINARS

    total $30,822 · related or exempt $30,822

  • 2b · Program service revenue: SPECIAL PROJECTS

    total $3,403,559 · related or exempt $3,403,559

  • 2c · Program service revenue: Other Revenue

    total $430,274 · related or exempt $430,274

  • 3 · Investment income

    total $52,420 · excluded $52,420

  • 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 · unrelated business $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 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 $388,396 · program services $318,485 · management and general $69,911

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $731,943 · program services $685,337 · management and general $46,606

  • 8 · Pension plan contributions

    total $61,429 · program services $56,726 · management and general $4,703

  • 9 · Other employee benefits

    total $42,502 · program services $38,301 · management and general $4,201

  • 10 · Payroll taxes

    total $68,944 · program services $61,881 · management and general $7,063

  • 11a · Fees: management

    total $6,824 · program services $6,824

  • 11b · Fees: legal

    total $10,185 · management and general $10,185

  • 11c · Fees: accounting

    total $31,185 · management and general $31,185

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,693,436 · program services $1,524,092 · management and general $169,344

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $44,206 · program services $35,238 · management and general $8,968

  • 14 · Information technology

    total $381,747 · program services $372,003 · management and general $9,744

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $102,294 · program services $91,754 · management and general $10,540

  • 17 · Travel

    total $11,138 · program services $9,320 · management and general $1,818

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $9,055 · program services $8,043 · management and general $1,012

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $22,545 · management and general $22,545

  • 23 · Insurance

    total $36,728 · program services $34,334 · management and general $2,394

  • 24a · Other expenses: Dues & Subscriptions

    total $8,560 · program services $8,490 · management and general $70

  • 24b · Other expenses: Special Projects

    total $35,709 · program services $35,709

  • 24c · Other expenses: EQUIPMENT REPAIR/MAINT

    total $731 · program services $731

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $824,129 · end of year $143,595

  • 2 · Savings and temporary cash investments

    beginning of year $6,444,677 · end of year $6,496,797

  • 3 · Pledges and grants receivable

    beginning of year $25,000 · end of year $8,084

  • 4 · Accounts receivable

    beginning of year $65,225 · end of year $4,024

  • 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 $220,922 · end of year $346,461

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

    $374,424

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

    $332,110

  • 10c · Land, buildings and equipment, net

    beginning of year $64,859 · end of year $42,314

  • 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 $540,221 · end of year $636,333

  • 17 · Accounts payable and accrued expenses

    beginning of year $187,831 · end of year $219,941

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,294,067 · end of year $336,065

  • 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 $1,007,001 · end of year $800,136

  • 27 · Net assets without donor restrictions

    beginning of year $5,647,538 · end of year $6,272,870

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2022

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.

  • 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 $485,664 · Revenue $114,430

  • 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 $2,039,149 · Revenue $3,264,139

  • 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 $284,679 · Revenue $402,200

  • OTHER: VARIOUS PROJECTS TO ASSESS AND

    Expenses $477,776 · Revenue $83,886

  • MEET NEEDS OF HOSPITALS AND THE GENERAL PUBLIC IN

  • AN EFFORT TO AFFECT PATIENT SAFETY AND

  • QUALITY

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

Listed in Part VII

  • W Stephen Love

    TRUSTEE, DFWHC Pres/CEO

    Total calculated
    $667,841
    From this org
    $0
    From related orgs
    $639,208
    Other
    $28,633
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $512,247 related
    Bonus
    not reported + $110,000 related
    Other
    not reported + $16,961 related
    Deferred
    not reported + $20,500 related
    Nontaxable benefits
    not reported + $8,133 related
    Filer's total
    not reported + $667,841 related

  • Jennifer Miff

    PRESIDENT

    Total calculated
    $388,396
    From this org
    $365,910
    From related orgs
    $0
    Other
    $22,486
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $318,641
    Bonus
    $39,619
    Other
    $7,650
    Deferred
    $20,500
    Nontaxable benefits
    $1,986
    Filer's total
    $388,396

  • Delinda Bailey

    CFO/VP OF FINANCE

    Total calculated
    $371,935
    From this org
    $0
    From related orgs
    $342,723
    Other
    $29,212
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $302,220 related
    Bonus
    not reported + $34,973 related
    Other
    not reported + $5,530 related
    Deferred
    not reported + $20,500 related
    Nontaxable benefits
    not reported + $8,712 related
    Filer's total
    not reported + $371,935 related

  • Theresa Mendoza

    DIRECTOR OF QUALITY & DATA

    Total calculated
    $163,522
    From this org
    $134,211
    From related orgs
    $0
    Other
    $29,311
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,375
    Bonus
    $7,991
    Other
    $845
    Deferred
    $13,350
    Nontaxable benefits
    $15,961
    Filer's total
    $163,522

  • Patti Taylor

    DIRECTOR, QUALITY & PTNT SAFE

    Total calculated
    $133,589
    From this org
    $121,781
    From related orgs
    $0
    Other
    $11,808
    Hours/week
    40

  • Gregory Shelton

    PRODUCT MANAGER

    Total calculated
    $129,428
    From this org
    $110,871
    From related orgs
    $0
    Other
    $18,557
    Hours/week
    40

  • Sally Williams

    workforce center director

    Total calculated
    $121,606
    From this org
    $103,411
    From related orgs
    $0
    Other
    $18,195
    Hours/week
    40

  • Pamela Stoyanoff MBA CPA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Matt Murray MD

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jan Compton Ms Hcad Bsn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Matt Chance Fache

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Marc Nivet EdD MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE OLIVEROS DrPH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joseph Parra MD MBA Cpe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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
CONTINGENT COMPENSATION: 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-EMPLOY. S · TX · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202312869349302436

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