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← NORTH TEXAS HEALTHY COMMUNITIES

Form 990 for tax year 2022

Filed by NORTH TEXAS HEALTHY COMMUNITIES.

Totals

Total revenue
$9,517,705
Total expenses
$9,517,705
Contributions and grants received
$9,517,705
Grants paid
$2,419,192
Program service revenue
$0
Investment income
$0
Other revenue
$0
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)
$9,372,971
Management and general expenses
$144,734
Fundraising expenses
$0
Program service expenses (Part III)
$9,372,971

Program services were 98.5% 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.

  • 1d · Related organizations

    $9,439,205

  • 1f · All other contributions, gifts and grants

    $78,500

  • 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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,419,192 · program services $2,419,192

  • 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 $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 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 $4,735,045 · program services $4,735,045

  • 12 · Advertising and promotion

    total $876,678 · program services $876,678

  • 13 · Office expenses

    total $45,538 · management and general $45,538

  • 14 · Information technology

    total $3,048 · program services $3,048

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $224,873 · program services $224,873

  • 17 · Travel

    total $20,593 · management and general $20,593

  • 18 · Travel or entertainment for public officials

    total $11,249 · management and general $11,249

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $6,384 · program services $6,384

  • 23 · Insurance

    total $0

  • 24a · Other expenses: PROGRAM EXPENSE

    total $545,619 · program services $545,619

  • 24b · Other expenses: COMMUNITY BENEFIT

    total $351,463 · program services $351,463

  • 24c · Other expenses: NON MEDICAL SUPPLIES

    total $170,512 · program services $170,512

  • 24d · Other expenses: BOOKS & SUBSCRIPTIONS

    total $67,354 · management and general $67,354

  • 24e · All other expenses

    total $40,157 · program services $40,157

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 $20,000 · 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 $0 · 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 -$2,827 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $22,827 · end of year $0

Mission and programs · 2022

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.

  • Since 2014, Texas Health has taken the lead on improving well-being in Fort Worth through implementation of Blue Zones Project, an initiative designed to improve community health and wellness through permanent changes to the built environment, policy, and social networks. In 2019, following Fort Worth's certification as a Blue Zones Community, Blue Zones Project activities moved fully under the umbrella of North Texas Healthy Communities (NTHC), a community outreach arm of Texas Health. NTHC has continued to implement best practices and expand its initiatives across North Texas through collaborations with under-resourced schools, faith communities, worksites and neighborhoods as identified by Texas Health'sCommunity Health Needs Assessment. Emphasis has been placed on creating equitable, affordable access to healthy foods and fresh produce, supporting mental health, and increasing literacy success - integrating these three priority areas with existing initiatives to positively impact social determinants of health. Key programs of NTHC include: * Good For You Pantry fresh produce * Double Up Food Bucks implementation at farmers markets and grocers * Fresh Access fresh produce distribution in community centers * School Learning Gardens * Scholastic Book Fairs and literacy support * Mental Health First Aid training * Recess, playground, and movement initiatives in schools * Culled Produce recovery and redistribution

    Expenses $9,372,971 · Grants $2,419,192

As filed on the 2022 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
    $3,806,117
    From this org
    $0
    From related orgs
    $3,378,414
    Other
    $427,703
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,670,569 related
    Bonus
    $0 + $1,415,798 related
    Other
    $0 + $292,047 related
    Deferred
    $0 + $377,798 related
    Nontaxable benefits
    $0 + $49,905 related
    Filer's total
    $0 + $3,806,117 related

  • McWhorterRicky E

    Former Officer

    Total calculated
    $1,634,387
    From this org
    $0
    From related orgs
    $1,477,178
    Other
    $157,209
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $897,686 related
    Bonus
    $0 + $438,893 related
    Other
    $0 + $140,599 related
    Deferred
    $0 + $120,036 related
    Nontaxable benefits
    $0 + $37,173 related
    Filer's total
    $0 + $1,634,387 related

  • KramerKenneth J

    President/Assist Secretary

    Total calculated
    $1,330,841
    From this org
    $0
    From related orgs
    $1,190,704
    Other
    $140,137
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $683,629 related
    Bonus
    $0 + $372,552 related
    Other
    $0 + $134,523 related
    Deferred
    $0 + $101,290 related
    Nontaxable benefits
    $0 + $38,847 related
    Filer's total
    $0 + $1,330,841 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $653,618
    From this org
    $0
    From related orgs
    $524,017
    Other
    $129,601
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,809 related
    Bonus
    $0 + $143,198 related
    Other
    $0 + $47,010 related
    Deferred
    $0 + $91,723 related
    Nontaxable benefits
    $0 + $37,878 related
    Filer's total
    $0 + $653,618 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $457,768
    From this org
    $0
    From related orgs
    $389,083
    Other
    $68,685
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,180 related
    Bonus
    $0 + $87,682 related
    Other
    $0 + $32,221 related
    Deferred
    $0 + $17,369 related
    Nontaxable benefits
    $0 + $51,316 related
    Filer's total
    $0 + $457,768 related

  • FarrarEdward A

    Former Officer

    Total calculated
    $333,416
    From this org
    $0
    From related orgs
    $269,574
    Other
    $63,842
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,049 related
    Bonus
    $0 + $25,433 related
    Other
    $0 + $5,092 related
    Deferred
    $0 + $18,550 related
    Nontaxable benefits
    $0 + $45,292 related
    Filer's total
    $0 + $333,416 related

  • DufreneMatthew Paul

    VP Nrth TX Healthy Communities

    Total calculated
    $310,101
    From this org
    $0
    From related orgs
    $248,634
    Other
    $61,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $167,206 related
    Bonus
    $0 + $56,044 related
    Other
    $0 + $25,384 related
    Deferred
    $0 + $8,739 related
    Nontaxable benefits
    $0 + $52,728 related
    Filer's total
    $0 + $310,101 related

  • Deck MD Michael

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Holland Anne

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Wilson Kimberly Pack

    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

  • Chapman Charles

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Sheryl Harris EdD

    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

  • Lim Teik

    Trustee Term 4/1/2022

    Total calculated
    $0
    Hours/week
    0.5

  • Lowe John

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Pickens Andrea

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Skaggs Christopher

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Strange Gayle

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Stream Kathryn

    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(iii) and Column (F). Berdan,Barclay E. 155,067 Jackson,David W. 11,705 Kramer,Kenneth J. 46,912 McWhorter,Ricky E. 39,816

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202343129349301689

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