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← JPS FOUNDATION

Form 990 for tax year 2022

Filed by JPS FOUNDATION.

Totals

Total revenue
$3,243,848
Total expenses
$3,548,960
Contributions and grants received
$2,872,879
Grants paid
$1,603,047
Program service revenue
$113,730
Investment income
$256,845
Other revenue
$394
Total assets, end of year
$7,270,099
Total liabilities, end of year
$245,842
Net assets or fund balances, end of year
$7,024,257
Program services expenses (Part IX)
$3,461,709
Management and general expenses
$61,546
Fundraising expenses
$25,705
Program service expenses (Part III)
$3,461,709

Program services were 97.5% 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

    $775,290

  • 1e · Government grants (contributions)

    $15,094

  • 1f · All other contributions, gifts and grants

    $2,082,495

  • 1g · Noncash contributions included above

    $876,589

  • 2a · Program service revenue: OTHER OPERATING REVENUE

    total $113,730 · related or exempt $113,730

  • 3 · Investment income

    total $246,234 · excluded $246,234

  • 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

  • 7a · Gross sales of assets other than inventory

    securities $75,448

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

    securities $64,837

  • 7c · Gain or loss

    securities $10,611

  • 7d · Net gain or loss

    total $10,611 · excluded $10,611

  • 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

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $394 · related or exempt $394

  • 11e · Other revenue, total

    $394

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $876,589 · program services $876,589

  • 2 · Grants to domestic individuals

    total $726,458 · program services $726,458

  • 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 $1,935 · program services $1,935

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $24,858 · management and general $24,858

  • 11g · Fees: other

    total $697,285 · program services $674,112 · management and general $4,088 · fundraising $19,085

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $217,211 · program services $199,475 · management and general $11,116 · fundraising $6,620

  • 14 · Information technology

    total $22,485 · program services $22,485

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $38,048 · program services $37,424 · management and general $624

  • 17 · Travel

    total $44,767 · program services $44,767

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $44,105 · program services $43,166 · management and general $939

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: COMMUNITY RELATIONS

    total $89,745 · program services $89,745

  • 24b · Other expenses: TRAINING EXPENSES

    total $197,249 · program services $194,472 · management and general $2,777

  • 24c · Other expenses: EQUIPMENT EXPENSES

    total $523,097 · program services $522,594 · management and general $503

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $13,067 · program services $1,686 · management and general $11,381

  • 24e · All other expenses

    total $32,061 · program services $26,801 · management and general $5,260

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 $2,711,663 · end of year $2,418,496

  • 3 · Pledges and grants receivable

    beginning of year $70,000 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $47,269

  • 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 $29,201 · end of year $9,657

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

    $23,829

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

    $23,829

  • 11 · Investments: publicly traded securities

    beginning of year $4,217,647 · end of year $4,747,774

  • 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 $17,841 · end of year $46,903

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,618 · end of year $8,198

  • 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 $121,725 · end of year $237,644

  • 27 · Net assets without donor restrictions

    beginning of year $4,141,930 · end of year $4,518,590

  • 28 · Net assets with donor restrictions

    beginning of year $2,762,079 · end of year $2,505,667

Mission and programs · 2022

Mission

JPS FOUNDATION IS A PUBLIC/PRIVATE COLLABORATION DEDICATED TO ACTS OF SERVICE AND SUPPORT TO IMPROVE THE HEALTH STATUS OF FAMILIES RECEIVING HEALTH CARE VIA JPS HEALTH NETWORK. IT IS THE FOUNDATION FOR JPS HEALTH NETWORK.

Activities or mission (Part I)

JPS FOUNDATION IS A NONPROFIT WHOSE PURPOSE IS TO PERFORM SERVICES ON BEHALF OF THE TARRANT COUNTY HOSPITAL DISTRICT, INCLUDING ... (CONTINUED ON SCHEDULE O)

  • FOR THE YEAR ENDED SEPTEMBER 30, 2023, HEALTH AND HUMAN ASSISTANCE SERVICES WERE PROVIDED FOR PATIENTS AND EMPLOYEES OF THE TARRANT COUNTY HOSPITAL DISTRICT DBA JPS HEALTH NETWORK (TCHD) THROUGH PATIENT ASSISTANCE, DENTAL VOUCHERS, AND EMPLOYEE GIVING CAMPAIGN. JPS FOUNDATION ALSO PROVIDES SUPPORT FOR ACTIVITIES OF TCHD, THE SUPPORTED ORGANIZATION, INCLUDING CAPITAL PROJECTS AND OTHER PROGRAMS.

    Expenses $3,461,709 · Grants $1,603,047 · Revenue $114,124

As filed on the 2022 return.

Listed in Part VII

  • KAREN DUNCAN

    PRESIDENT AND CEO TCHD

    Total calculated
    $1,632,904
    From this org
    $0
    From related orgs
    $1,315,428
    Other
    $317,476
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $812,712 related
    Bonus
    $0 + $408,184 related
    Other
    $0 + $94,532 related
    Deferred
    $0 + $306,359 related
    Nontaxable benefits
    $0 + $11,117 related
    Filer's total
    $0 + $1,632,904 related

  • CHERYL SUTTERFIELD

    JPSF PRESIDENT

    Total calculated
    $283,448
    From this org
    $0
    From related orgs
    $246,852
    Other
    $36,596
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $194,722 related
    Bonus
    $0 + $19,554 related
    Other
    $0 + $32,576 related
    Deferred
    $0 + $23,175 related
    Nontaxable benefits
    $0 + $13,421 related
    Filer's total
    $0 + $283,448 related

  • Teresa Yeargins

    Director of Development

    Total calculated
    $153,785
    From this org
    $0
    From related orgs
    $115,486
    Other
    $38,299
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $99,512 related
    Bonus
    $0 + $13,021 related
    Other
    $0 + $2,953 related
    Deferred
    $0 + $4,209 related
    Nontaxable benefits
    $0 + $34,090 related
    Filer's total
    $0 + $153,785 related

  • AMANDA ARIZOLA

    JPS BOARD OF MANAGERS LIAISON

    Total calculated
    $0
    Hours/week
    1

  • LARRY ANFIN

    Chair

    Total calculated
    $0
    Hours/week
    1

  • LAURA WHEAT

    Director

    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

  • 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
EXECUTIVE COMPENSATION: THE TARRANT COUNTY HOSPITAL DISTRICT, A RELATED ORGANIZATION, DETERMINES COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR THROUGH THE USE OF THE FOLLOWING: - COMPENSATION SURVEYS OR STUDIES - COMPENSATION CONSULTANTS - APPROVAL BY THE EXECUTIVE ADMINISTRATOR OVER THE DEPARTMENT
Schedule J, Part I, Line 4b
Supplemental Nonqualified Retirement Plan: JPS Health Network offers a Long-Term Incentive Plan (LTIP) to executive leadership employees. The deferred compensation plan is in compliance with the IRC section 457(f), ineligible deferred compensation plan sponsored by a tax exempt organization. The following participated in the plan during FY23. Participant W-2 Deferred Comp ------------- --------- --------------- Karen Duncan $319,103 $259,609 Cheryl Sutterfield None $14,607

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202402209349300995

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