Civic Intelligence

Dallas Fort Worth Hospital Council Education and Research Foundation

EIN 23-7004426 • 501(c)3 • Irving, TX

Profile

Continually improve the community's health by promoting safe, high quality, cost effective, accessible, and equitable healthcare and by strengthening the healthcare workforce through education, research and collaboration.

300 Decker Drive Suite 300Irving, TX 75062

www.dfwhcfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.19x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.38x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$746,983

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

45th percentile

2.5%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

1.5%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,330,557

Up $224,337 (+2.5%) from 2023

Liabilities

Down

$1,805,994

Down $522,236 (-22%) from 2023

Net Assets

Up

$7,524,563

Up $746,573 (+11%) from 2023

Revenue

Up

$4,711,013

Up $70,556 (+1.5%) from 2023

Expenses

Down

$4,014,164

Down $213,075 (-5.0%) from 2023

Net Income

Up

$696,849

Up $283,631 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $7,357,418Liabilities 2012: $4,266,544Net Assets 2012: $3,090,8742012Assets 2013: $8,490,513Liabilities 2013: $4,333,619Net Assets 2013: $4,156,8942013Assets 2014: $7,798,929Liabilities 2014: $4,029,861Net Assets 2014: $3,769,0682014Assets 2015: $4,906,720Liabilities 2015: $1,097,319Net Assets 2015: $3,809,4012015Assets 2016: $7,849,707Liabilities 2016: $3,902,622Net Assets 2016: $3,947,0852016Assets 2017: $9,301,008Liabilities 2017: $4,670,602Net Assets 2017: $4,630,4062017Assets 2018: $10,164,383Liabilities 2018: $5,119,355Net Assets 2018: $5,045,0282018Assets 2019: $9,780,819Liabilities 2019: $5,027,101Net Assets 2019: $4,753,7182019Assets 2020: $6,794,830Liabilities 2020: $1,709,942Net Assets 2020: $5,084,8882020Assets 2021: $8,185,033Liabilities 2021: $2,488,899Net Assets 2021: $5,696,1342021Assets 2022: $7,677,608Liabilities 2022: $1,356,142Net Assets 2022: $6,321,4662022Assets 2023: $9,106,220Liabilities 2023: $2,328,230Net Assets 2023: $6,777,9902023Assets 2024: $9,330,557Liabilities 2024: $1,805,994Net Assets 2024: $7,524,5632024

Highlighted filing

2024

Assets$9,330,557
Liabilities$1,805,994
Net Assets$7,524,563

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $5,807,6112012Revenue 2013: $6,507,084Expenses 2013: $5,441,064Net Income 2013: $1,066,0202013Revenue 2014: $5,161,564Expenses 2014: $5,549,390Net Income 2014: -$387,8262014Revenue 2015: $4,818,733Expenses 2015: $4,778,400Net Income 2015: $40,3332015Revenue 2016: $4,009,131Expenses 2016: $3,871,447Net Income 2016: $137,6842016Revenue 2017: $4,795,580Expenses 2017: $4,112,259Net Income 2017: $683,3212017Revenue 2018: $4,508,793Expenses 2018: $4,094,171Net Income 2018: $414,6222018Revenue 2019: $5,099,050Expenses 2019: $5,390,360Net Income 2019: -$291,3102019Revenue 2020: $4,194,899Expenses 2020: $3,863,729Net Income 2020: $331,1702020Revenue 2021: $4,025,640Expenses 2021: $3,414,394Net Income 2021: $611,2462021Revenue 2022: $4,215,697Expenses 2022: $3,687,557Net Income 2022: $528,1402022Revenue 2023: $4,640,457Expenses 2023: $4,227,239Net Income 2023: $413,2182023Revenue 2024: $4,711,013Expenses 2024: $4,014,164Net Income 2024: $696,8492024

Highlighted filing

2024

Revenue$4,711,013
Expenses$4,014,164
Net Income$696,849

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 18, 2025
Return Version
2024v5.1
Gross Receipts
$4,711,013
Mission and Program Overview

Mission

To serve as a catalyst for continual improvement in public health and healthcare delivery through education, research, communication, collaboration and coordination.

Inspire continuous improvement in health and healthcare delivery through collaboration, coordination, education, research, and communication.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,771,646$7,089,712▲ $318,066
Cash and Non-Interest-Bearing Accounts$1,151,811$1,140,971▼ $10,840
Prepaid Expenses and Deferred Charges$354,788$297,432▼ $57,356
Accounts Receivable$100,535$89,247▼ $11,288
Land, Buildings, and Equipment, Net$56,971$37,480▼ $19,491
Pledges and Grants Receivable$14,000$0▼ $14,000
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$9,106,220$9,330,557▲ $224,337
Other Assets Total$656,469$675,715▲ $19,246
Liabilities
Deferred Revenue$1,370,897$873,423▼ $497,474
Other Liabilities$657,591$678,321▲ $20,730
Accounts Payable and Accrued Expenses$299,742$254,250▼ $45,492
Grants Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,328,230$1,805,994▼ $522,236
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,729,394$7,475,967▲ $746,573
Net Assets With Donor Restrictions$48,596$48,596→ $0
Total Net Assets Fund Balance$6,777,990$7,524,563▲ $746,573
Total Liabilities and Net Assets / Fund Balance$9,106,220$9,330,557▲ $224,337

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,033$237,394$259,427
Leasehold Improvements$15,447$108,127$123,574
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Other Assets Org$675,715--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$45,358$0▲ $514$0$45,872
2023$44,879$0▲ $479$0$45,358
2022$44,802$0▲ $77$0$44,879
2021$44,798$0▲ $4$0$44,802
2020$44,774$0▲ $24$0$44,798
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer MiffPresidentFT$338,578$73,764$412,342
Theresa MendozaDirector of Quality & DataFT$138,456$39,074$177,530
Patti TaylorDirector, Quality & Ptnt SafetyFT$131,142$12,439$143,581
Gregory SheltonProduct ManagerFT$117,487$21,283$138,770
Sally WilliamsWorkforce Center DirectorFT$110,212$20,573$130,785
Marco MackProject Manager of EDIFT$100,388$16,292$116,680

Board Members and Trustees

NameTitle
JESSICA O'NEALChair
Becky TuckerPast-Chair
Cheryl PetersenTrustee
Edmundo CastanedaTrustee
Joe Parra MdTrustee
John PhillipsTrustee
Michael SanbornTrustee
Delinda BaileyCFO/VP of Finance
W Stephen LoveSecretary, DFW Pres/CEO

Highest Paid Contractors

ContractorServicesLocationCompensation
ResultantIT ServicesPO Box 4985, Ste 100, Houston, TX 77210$510,010
MicrosoftCloud ServicesPO Box 842103, Dallas, TX 75284$293,469
Healthy Communities InstituteWebsite100 Campus Dr, Florham Park, NJ 07932$170,000
Iowa Hospital AssociationEducation100 E Grand Ave, Des Moines, IA 50309$160,000
Revenue and Support

Revenue Composition

Contributions and Grants
$333,233
Program Service Revenue
$4,104,666
Investment Income
$273,114
Other Revenue
$0
Change in Net Assets
$696,849

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,711,013
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$49,724
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$4,760,737
Total Revenue per Form 990
$4,711,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,612,744
Salaries, Compensation, and Employee Benefits$1,401,420
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,649,788$163,166$0$1,812,954
Other Salaries and Wages$741,215$54,744$0$795,959
Current Officers, Directors, Trustees, and Key Employees$338,120$74,222$0$412,342
Information Technology$317,638$5,509$0$323,147
Occupancy$125,187$13,877$0$139,064
Office Expenses$79,115$2,042$0$81,157
Payroll Taxes$67,280$7,909$0$75,189
Conferences and Meetings$72,108$38$0$72,146
Pension Plan Contributions$60,839$5,228$0$66,067
Other Employee Benefits$46,561$5,302$0$51,863
Insurance$39,735$2,670$0$42,405
Depreciation Depletion$0$22,430$0$22,430
Fees for Services Accounting$0$16,535$0$16,535
Travel$11,904$1,559$0$13,463
All Other Expenses$3,757$824$0$4,581
Fees for Services Management$4,306$0$0$4,306
Fees for Services Legal$0$4,227$0$4,227
Royalties$322$0$0$322
Other Expenses$27--$27
Total Functional Expenses$3,633,882$380,282$0$4,014,164

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,014,164
Total Expenses per Audited Statements$4,014,164
Total Expenses per Form 990$4,014,164
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$678,321
Due to Affiliates-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

Prior to the filing of the form 990, a draft of the form and the audited financial statements will be presented to and reviewed by the finance committee of the dallas fort worth hospital council. After the review, the finance committee chairman and the external auditor will give a review of the form 990 to the council board and will address questions of the board. After review and discussion by the board, the chairman of the finance committee will recommend to the board the filing of the form 990. During their presentation to the board, the finance committee will also, based on their review of the form 990, make any necessary recommendations to the board regarding governance, policies, disclosures, etc.

Form 990, Part VI, Line 12C Conflict of interest policy

A conflict of interest policy and disclosure form is distributed annually for updates and signature. Once all of the forms are returned, any actual or potential conflicts of interest are reviewed by the president. The policy states that anytime there is a status change regarding conflict, it is the responsibility of the employee to request and submit an updated form. Any potential restrictions on persons identified with a conflict of interest will be determined on a case by case basis. Generally a person with an existing conflict will abstain from voting on the matter.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

During the budget process, the board approves a set percentage for merit increases to salaries. At the end of the year, each employee, including the president, receives a review and merit increase to salary. The foundation's president is reviewed by the ceo of the dallas fort worth hospital council (the council), a related organization. Every few years, the council's compensation manager compares all jobs to market to ensure all positions are aligned correctly. Adjustments are made to salary ranges if necessary. The council's ceo reviews and approves salary adjustments. The reviews are documented in the employee's personnel file.

Form 990, Part VI, Line 19 Required documents available to the public

Disclosure of governing documents, policies, and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Dallas Fort Worth Hospital Council Education and Research Foundation
EIN
23-7004426
Phone
9727194900
Address
300 Decker Drive Suite 300, Irving, TX 75062

Signing Officer

Name
W Stephen Love
Title
DFWHC Pres/CEO
Phone
9727028262
Signed
2025-11-18
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
7
Employees
8
Volunteers
150

Preparer

Firm
Forvis Mazars LLP
Address
14221 Dallas Parkway Suite 400, Dallas, TX 75254
Preparer
Andrew Gray
Phone
9727028262
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A-4C Description of program services

(Expenses $ 327,050 including grants of $)(Revenue $ 110,587) 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.

Form 990, Part IX, Line 11G Other Fees

Contract Services - Total Expense: 1787352, Program Service Expense: 1626490, Management and General Expenses: 160862, Fundraising Expenses: 0; Services Agreements - Total Expense: 3540, Program Service Expense: 3221, Management and General Expenses: 319, Fundraising Expenses: 0; Payroll Processing fee - Total Expense: 4722, Program Service Expense: 4297, Management and General Expenses: 425, Fundraising Expenses: 0; Background Screening - Total Expense: 186, Program Service Expense: 170, Management and General Expenses: 16, Fundraising Expenses: 0; Miscellaneous Fees - Total Expense: 17154, Program Service Expense: 15610, Management and General Expenses: 1544, Fundraising Expenses: 0; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;

Financial Statement Notes

Schedule D, Part X, Line 2 ASC 740 FOOTNOTE:

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

Schedule D, Part V, Line 4 Intended uses of endowment funds

The rex mcrae scholarship endowment is held by the foundation. The organization uses contributions given during the year and any income earned on the endowment to provide scholarships for nursing students in the north texas area.

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