Skip to content
Nonprofiteer
← SOUTHWEST HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by SOUTHWEST HEALTH FOUNDATION.

Totals

Total revenue
$0
Total expenses
$160,338
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$160,338
Fundraising expenses
$0
Program service expenses (Part III)
-$385,486

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DALE MAXWELL

    PRESIDENT & CEO / DIRECTOR

    Total calculated
    $3,396,592
    From this org
    $0
    From related orgs
    $3,154,676
    Other
    $241,916
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,588,974 related
    Bonus
    $0 + $1,158,124 related
    Other
    $0 + $407,578 related
    Deferred
    $0 + $220,658 related
    Nontaxable benefits
    $0 + $21,258 related
    Filer's total
    $0 + $3,396,592 related

  • AARON C MARTIN

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    1 + 1 related

  • ANGELA GALLEGAS-MACIAS MD

    DIRECTOR

    Total calculated
    $445,833
    From this org
    $0
    From related orgs
    $393,904
    Other
    $51,929
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,196 related
    Bonus
    $0 + $3,500 related
    Other
    $0 + $27,208 related
    Deferred
    $0 + $21,350 related
    Nontaxable benefits
    $0 + $30,579 related
    Filer's total
    $0 + $445,833 related

  • BARBARA BALIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CYNTHIA SCHULTZ

    DIRECTOR

    Total calculated
    $7,000
    From this org
    $0
    From related orgs
    $7,000
    Other
    $0
    Hours/week
    1 + 1 related

  • FRANK FIGUEROA

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    1 + 1 related

  • GAYLE CHACON

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    1 + 1 related

  • JASON HARRINGTON

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    1 + 1 related

  • KIRBY JEFFERSON

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    1 + 1 related

  • LESLIE HOFFMAN

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    1 + 1 related

  • MARJORIE BESSEL MD

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    1 + 1 related

  • NORMAN BECKER

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    1 + 3 related

  • RISHI SIKKA MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TERESA KLINE

    DIRECTOR

    Total calculated
    $7,000
    From this org
    $0
    From related orgs
    $7,000
    Other
    $0
    Hours/week
    1 + 1 related

  • JAMES NOBLE

    CFO / TREASURER

    Total calculated
    $1,328,705
    From this org
    $0
    From related orgs
    $1,215,803
    Other
    $112,902
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $813,352 related
    Bonus
    $0 + $390,319 related
    Other
    $0 + $12,132 related
    Deferred
    $0 + $81,225 related
    Nontaxable benefits
    $0 + $31,677 related
    Filer's total
    $0 + $1,328,705 related

  • RYAN BURT

    GENERAL COUNSEL / SECRETARY

    Total calculated
    $1,038,604
    From this org
    $0
    From related orgs
    $950,557
    Other
    $88,047
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $560,142 related
    Bonus
    $0 + $385,818 related
    Other
    $0 + $4,597 related
    Deferred
    $0 + $65,927 related
    Nontaxable benefits
    $0 + $22,120 related
    Filer's total
    $0 + $1,038,604 related

  • DONNA GARCIA

    FORMER CFO / TREASURER

    Total calculated
    $591,354
    From this org
    $0
    From related orgs
    $565,868
    Other
    $25,486
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,093 related
    Bonus
    $0 + $162,382 related
    Other
    $0 + $12,393 related
    Deferred
    $0 + $3,997 related
    Nontaxable benefits
    $0 + $21,489 related
    Filer's total
    $0 + $591,354 related

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 — 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

None.

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)

Schedule J, Part I, Line 3
SOUTHWEST HEALTH FOUNDATION (SHF), THE REPORTING ORGANIZATION, DOES NOT HAVE A CEO OR EXECUTIVE DIRECTOR; THEREFORE NONE OF THESE ITEMS APPLY. ADDITIONALLY, NONE OF THE OFFICERS OF SHF ARE COMPENSATED BY SHF.
Schedule J, Part III
ANGELA GALLEGOS-MACIAS WAS COMPENSATED BY PRESBYTERIAN HEALTHCARE SERVICES (PHS), SHF'S SOLE MEMBER, AS AN EMPLOYED PHYSICIAN. ALSO, AS A BOARD MEMBER OF PHS, SHE RECEIVED A $6,000 STIPEND IN 2022, WHICH IS INCLUDED IN HER OTHER TAXABLE COMPENSATION AND ON HER PHS FORM W-2. NONE OF HER COMPENSATION WAS FOR DUTIES AS A BOARD MEMBER OF SHF. DALE MAXWELL IS A PARTICIPANT IN A RETENTION AGREEMENT WITH A RELATED ENTITY. IN 2022, $298,871 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. MAXWELL. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2022, MR. MAXWELL RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $393,646. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED, AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. RYAN BURT IS A PARTICIPANT IN A RETENTION AGREEMENT WITH A RELATED ENTITY. IN 2022, $52,202 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. BURT. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. JAMES NOBLE IS A PARTICIPANT IN A RETENTION AGREEMENT WITH A RELATED ENTITY. IN 2022, $67,500 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. NOBLE. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. DONNA GARCIA WAS COMPENSATED AS A CURRENT EMPLOYEE OF A RELATED ENTITY IN 2022. IN ONE OR MORE OF THE FIVE PRIOR YEARS, SHE WAS AN OFFICER OF SHF AND WAS REPORTED AS SUCH. IN 2022, MS. GARCIA WAS NO LONGER AN OFFICER, BUT HER COMPENSATION EXCEEDED THE MINIMUM REQUIREMENT FOR REPORTING AS A FORMER OFFICER AND SHE IS INCLUDED ON FORM 990, PART VII, AND ON SCHEDULE J AS ALSO REQUIRED.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
27 October 2023
IRS schema version
2022v5.0
Source object
202303009349300730

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.