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Nonprofiteer
← IRVING HEALTHCARE FOUNDATION

Form 990 for tax year 2024

Filed by IRVING HEALTHCARE FOUNDATION.

Totals

Total revenue
$5,016,628
Total expenses
$7,499,759
Contributions and grants received
$3,038,001
Grants paid
$6,635,769
Program service revenue
$0
Investment income
$2,041,891
Other revenue
-$63,264
Total assets, end of year
$17,546,602
Total liabilities, end of year
$7,888
Net assets or fund balances, end of year
$17,538,714
Program services expenses (Part IX)
$6,807,161
Management and general expenses
$349,619
Fundraising expenses
$342,979
Program service expenses (Part III)
$6,807,161

Program services were 90.8% 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.

  • 1c · Fundraising events

    $145,413

  • 1d · Related organizations

    $760,639

  • 1f · All other contributions, gifts and grants

    $2,131,949

  • 1g · Noncash contributions included above

    $7,744

  • 3 · Investment income

    total $192,885 · excluded $192,885

  • 7a · Gross sales of assets other than inventory

    securities $12,016,450

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

    securities $10,167,444

  • 7c · Gain or loss

    securities $1,849,006

  • 7d · Net gain or loss

    total $1,849,006 · excluded $1,849,006

  • 8a · Fundraising events: gross income

    $35,393

  • 8a · Fundraising events: contributions included on line 1c

    $145,413

  • 8b · Fundraising events: direct expenses

    $98,657

  • 8c · Net income from fundraising events

    total -$63,264 · excluded -$63,264

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,635,769 · program services $6,635,769

  • 5 · Compensation of officers, directors and key employees

    total $375,790 · program services $112,737 · management and general $150,316 · fundraising $112,737

  • 7 · Other salaries and wages

    total $259,582 · program services $24,812 · management and general $120,004 · fundraising $114,766

  • 8 · Pension plan contributions

    total $10,153 · program services $970 · management and general $4,694 · fundraising $4,489

  • 9 · Other employee benefits

    total $17,260 · program services $1,650 · management and general $7,979 · fundraising $7,631

  • 10 · Payroll taxes

    total $33,681 · program services $7,198 · management and general $14,358 · fundraising $12,125

  • 11c · Fees: accounting

    total $4,334 · management and general $4,334

  • 11e · Fees: professional fundraising services

    total $26,136 · fundraising $26,136

  • 11g · Fees: other

    total $41,685 · program services $8,908 · management and general $17,770 · fundraising $15,007

  • 12 · Advertising and promotion

    total $25,840 · program services $5,521 · management and general $11,016 · fundraising $9,303

  • 13 · Office expenses

    total $9,271 · program services $1,982 · management and general $3,952 · fundraising $3,337

  • 14 · Information technology

    total $22,333 · program services $4,772 · management and general $9,521 · fundraising $8,040

  • 17 · Travel

    total $2,565 · program services $549 · management and general $1,093 · fundraising $923

  • 19 · Conferences, conventions and meetings

    total $2,034 · program services $433 · management and general $868 · fundraising $733

  • 24a · Other expenses: Donor Recognition

    total $23,577 · fundraising $23,577

  • 24b · Other expenses: Dues and memberships

    total $5,768 · program services $1,232 · management and general $2,459 · fundraising $2,077

  • 24c · Other expenses: Meals and Entertainment

    total $1,308 · program services $279 · management and general $558 · fundraising $471

  • 24d · Other expenses: Donor Relations

    total $1,039 · fundraising $1,039

  • 24e · All other expenses

    total $1,634 · program services $349 · management and general $697 · fundraising $588

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,992,139 · end of year $2,676,287

  • 3 · Pledges and grants receivable

    beginning of year $2,560,401 · end of year $362,171

  • 4 · Accounts receivable

    beginning of year $16,107 · end of year $98,991

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

    $46,530

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

    $46,530

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $15,705,504 · end of year $14,305,153

  • 12 · Investments: other securities

    beginning of year $103,040

  • 15 · Other assets

    beginning of year $0 · end of year $104,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $33,390 · end of year $6,511

  • 25 · Other liabilities

    beginning of year $1,470 · end of year $1,377

  • 27 · Net assets without donor restrictions

    beginning of year $4,516,205 · end of year $5,069,246

  • 28 · Net assets with donor restrictions

    beginning of year $15,826,126 · end of year $12,469,468

Mission and programs · 2024

Mission

To foster and support the activities and purposes of Baylor Medical Center at Irving, to encourage broad-based public support, and to advance its medical objectives including sponsorship of patient care, research, and educational and training programs.

Activities or mission (Part I)

Awards funds raised and encourages volunteer service to healthcare charities in Irving, TX.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $6,807,161 · Grants $6,635,769

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Walter Skip Wilson

    Director/Chair

    Total calculated
    $0
    Hours/week
    1

  • Jelks Oscar Ward

    Director/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Bal Joshi

    Director/Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Michael Awosemusi

    Director/Secretary

    Total calculated
    $0
    Hours/week
    1

  • Mary Ann Kellam

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nakia Scott

    Director (Thru 7/2/24)

    Total calculated
    $0
    Hours/week
    1

  • Sara Wardrup

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joy Apple

    Director

    Total calculated
    $0
    Hours/week
    1

  • Judy Pierson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cindy Santoscoy

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cindy Schamp

    Director

    Total calculated
    $1,376,870
    From this org
    $0
    From related orgs
    $1,034,206
    Other
    $342,664
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,366 related
    Bonus
    $0 + $542,577 related
    Other
    $0 + $45,263 related
    Deferred
    $0 + $80,510 related
    Nontaxable benefits
    $0 + $34,555 related
    Filer's total
    $0 + $1,149,271 related

  • Tom Trotter

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Howard Yu

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nicolas Agudelo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Randall G Hubbard

    Director

    Total calculated
    $0
    Hours/week
    1

  • Robert H Bourgeois

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rudy Sanchez Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lila Gundy

    Director (Thru 2/6/25)

    Total calculated
    $0
    Hours/week
    1

  • Sudhakar Pennam

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steven Palla

    Director

    Total calculated
    $0
    Hours/week
    1

  • Naomi Jones

    Director

    Total calculated
    $0
    Hours/week
    1

  • Raveen Arora

    Director

    Total calculated
    $0
    Hours/week
    1

  • Diana Pfaff

    Director

    Total calculated
    $0
    Hours/week
    1

  • Amy Martin

    VP CFO

    Total calculated
    $500,711
    From this org
    $0
    From related orgs
    $423,050
    Other
    $77,661
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,208 related
    Bonus
    $0 + $121,291 related
    Other
    $0 + $27,551 related
    Deferred
    $0 + $48,151 related
    Nontaxable benefits
    $0 + $29,510 related
    Filer's total
    $0 + $500,711 related

  • John Drake

    President

    Total calculated
    $359,062
    From this org
    $322,035
    From related orgs
    $0
    Other
    $37,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,596
    Bonus
    $81,400
    Other
    $25,039
    Deferred
    $12,700
    Nontaxable benefits
    $24,328
    Filer's total
    $359,063

  • Heather Baker

    Dir Foundation

    Total calculated
    $144,283
    From this org
    $126,001
    From related orgs
    $0
    Other
    $18,282
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a
Health or social club dues or initiation fees - The organization may reimburse eligible employees for dues for a health club and/or a social club where there is a bona fide business need for the membership. Such reimbursements are treated as taxable compensation to the extent any part of the membership is used for personal use. One person listed in the Form 990, Part VII, Section A, received this benefit during the tax year.
Part I, Line 3
Process for determining compensation: The organization, a controlled affiliate of BSW Health, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the BSW Health Board of Trustees and its Compensation Committee to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Health Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by BSW Health, works directly with an independent compensation consultant(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and other officers and key employees to ensure total compensation is within a fair market range. The annual review included reviewing certain officers and key employees listed on the Form 990 during the current tax year. The Compensation Committee is made up of members of the BSW Health Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation consultant(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Compensation Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision-making process, the Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation consultant(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings.
Part I, Line 4b
In order to recruit and retain key talent, BSW Health and certain tax exempt affiliates (collectively BSWH) offers a supplemental non-qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BSWH's supplemental non-qualified retirement plan during the tax year: Amy Martin and Cindy Schamp.
Part I, Line 7
The organization has adopted and implemented BSW Health's, the organization's ultimate parent, Annual Incentive Program to provide a market competitive total cash compensation incentive program that is designed to attract and retain key leaders and establish greater individual accountability and alignment to business performance. Payout targets are based upon a percentage of base pay and are developed by independent third party expert(s) using comparable market competitive data within the bounds of reasonableness and that are reviewed and approved by BSW Health's governing body. Payout levels are based upon a combination of system, entity, and region performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Health's governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data.
Form 990, Schedule J, Part III
Supplemental Information: Governing Body Compensation: The members of the governing body serve on a voluntary basis and receive no cash compensation from the organization for these duties as a member of the governing body. Some, but not all, members may have received modest benefits incident to their service on the board and/or multiple board committees or received compensation as an employee of a related organization. All such benefits are treated as taxable compensation to the extent required by law and are reported in the Form 990 where applicable.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Arlington Ortho & Spine Hospital LLC

    Hospital · TX

  • Baylor Affiliated Services LLC

    Benefit Plans · TX

  • Baylor Heart and Vascular Center LLP

    Specialty Hospital · TX

  • Baylor Surgicare at Granbury LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Mansfield LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Plano Parkway LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Plano LLC

    Ambulatory Surgery Center · TX

  • Bellaire Outpatient Surgery Center LLP

    Ambulatory Surgery Center · TX

  • BIR JV LLP

    Rehabilitation Hospitals · TX

  • BTDI JV LLP

    Outpatient Imaging Centers · TX

  • Dallas Surgical Partners LLC

    Ambulatory Surgery Center · TX

  • Denton Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • Desoto Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • EBD JV LLP

    Free Standing Emergency Hospitals · TX

  • Frisco Medical Center LLP

    Hospital · TX

  • Ft Worth Surgicare Partners Ltd

    Hospital · TX

  • Garland Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • Grapevine Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • HealthTexas Provider Network-Gastro Serv LLP

    Ambulatory Surgery Center · TX

  • Heritage Park Surgical Hospital LLC

    Hospital · TX

  • Irving Coppell Surgical Hospital LLP

    Hospital · TX

  • Lone Star Endoscopy Center LLC

    Ambulatory Surgery Center · TX

  • MEDCO Construction LLC

    Inactive · TX

  • Metrocrest Surgery Center LP

    Ambulatory Surgery Center · TX

  • MSH Partners LLC

    Hospital · TX

  • North Central Surgical Center LLP

    Hospital · TX

  • North Garland Surgery Center LLP

    Ambulatory Surgery Center · TX

  • Park Cities Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Physicians Surgical Center of Ft Worth LLP

    Ambulatory Surgery Center · TX

  • Rockwall Ambulatory Surgery Center LLP

    Ambulatory Surgery Center · TX

  • Surgery Center of Richardson Phys Pship LP

    Inactive · TX

  • Texas Endoscopy Centers LLC

    Ambulatory Surgery Center · TX

  • Texas Health Ventures Group LLC

    Holds interests in ASCs/ Short Stay Hospitals · TX

  • Texas Heart Hospital of the Southwest LLC

    Specialty Hospital · TX

  • THVG Bariatric LLC

    Holds interests in Ambulatory Surgery Centers · TX

  • Trophy Club Medical Center LP

    Hospital · TX

  • Tuscan Surgery Center at Las Colinas LLC

    Ambulatory Surgery Center · TX

  • University Surgical Partners of Dallas LLP

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at North Dallas LLC

    Ambulatory Surgery Center · TX

  • BT East Dallas JV LLP

    Former Hospital/Wind Down · TX

  • BT Garland JV LLP

    Former Hospital/Wind Down · TX

  • Blue Stone JV LLP

    Outpatient Imaging Centers · TX

  • Baylor Surgicare at Baylor Plano LLC

    Ambulatory Surgery Center · TX

  • Blue Stone Frisco JV LLP

    Outpatient Imaging Centers · TX

  • Centennial ASC LLC

    Ambulatory Surgery Center · TX

  • Texas Regional Medical Center LLC

    Hospital · TX

  • Texas Spine and Joint Hospital LLC

    Hospital · TX

  • Baylor Surgicare at Blue Star LLC

    Ambulatory Surgery Center · TX

  • SurgCenter of Plano LLC

    Ambulatory Surgery Center · TX

  • Bear Creek Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Baylor Scott & White Surgicare at Weatherford LLC

    Ambulatory Surgery Center · TX

  • SurgCenter of Greater Dallas LLC

    Ambulatory Surgery Center · TX

  • Oak Point Surgical Suites LLC

    Ambulatory Surgery Center · TX

  • BSW Home Recovery Care LLC

    Home Care Services · TX

  • Sherman Endoscopy LLC

    Ambulatory Surgery Center · TX

  • Baylor Scott & White Surgicare Waxahachie LLC

    Ambulatory Surgery Center · TX

  • NextCare Texas JV LLC

    Urgent Care Centers · TX

  • Cityview Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Baylor Scott & White Health MedEquip LLC

    DME · TX

Related corporations and trusts

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

  • Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc

    C · Condo Association · TX · controlled entity

  • Baylor Scott & White Health Enterprises Inc

    C · Pharmacy · TX · controlled entity

  • Baylor Health Network Inc

    C · Inactive · TX · controlled entity

  • Baylor Med Ctr at Grapevine Condo Owners Association Inc

    C · Condo Association · TX · controlled entity

  • Baylor Quality Health Care Alliance LLC

    C · ACO · TX · controlled entity

  • Baylor Scott & White Assurance SPC

    C · Investment · CJ · controlled entity

  • BMP Incorporated

    C · Post Office · TX · controlled entity

  • BUMCRoberts Condominium Owners Association Inc

    C · Condo Association · TX · controlled entity

  • Charitable Lead Trusts (2)

    T · Investment · TX

  • Charitable Remainder Trusts (48)

    T · Investment · TX

  • Baylor Scott & White Insurance Company

    C · Insurance · TX · controlled entity

  • SHA LLC

    C · HMO · TX · controlled entity

  • Southwest Life & Health Insurance Company

    C · Insurance · TX · controlled entity

  • APN

    C · Inactive · TX · controlled entity

  • Spine & Joint Physician Associates

    C · Inactive · TX · controlled entity

  • Texas Heart Hospital of the Southwest Provider Group

    C · Physician Group · TX · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2026
IRS schema version
2024v5.5
Source object
202611349349306486

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