Civic Intelligence

Dfw Business Group on Health

EIN 75-1924594 • 501(c)3 • Dallas, TX

Profile

Dfwbgh is a coalition of dallas and fort worth area employees committed to working with partners in the community to promote and maintain a healthcare system that provides quality, accountability, and affordability for our employees.

10260 North Central Expwy Ste 285Dallas, TX 75231

www.dfwbgh.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

59th percentile

9.0%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

61st percentile

8.2%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-9.1%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$741,848

Up $55,978 (+8.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$741,848

Up $55,978 (+8.2%) from 2023

Revenue

Down

$624,670

Down $62,373 (-9.1%) from 2023

Expenses

Up

$568,692

Up $22,500 (+4.1%) from 2023

Net Income

Down

$55,978

Down $84,873 (-60%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $440,937Liabilities 2010: $0Net Assets 2010: $440,9372010Assets 2011: $478,286Liabilities 2011: $0Net Assets 2011: $478,2862011Assets 2012: $531,935Liabilities 2012: $0Net Assets 2012: $531,9352012Assets 2013: $595,096Liabilities 2013: $0Net Assets 2013: $595,0962013Assets 2014: $598,703Liabilities 2014: $0Net Assets 2014: $598,7032014Assets 2015: $617,054Liabilities 2015: $0Net Assets 2015: $617,0542015Assets 2016: $483,617Liabilities 2016: $0Net Assets 2016: $483,6172016Assets 2017: $426,132Liabilities 2017: $0Net Assets 2017: $426,1322017Assets 2018: $321,026Liabilities 2018: $0Net Assets 2018: $321,0262018Assets 2019: $376,574Liabilities 2019: $0Net Assets 2019: $376,5742019Assets 2020: $351,152Liabilities 2020: $0Net Assets 2020: $351,1522020Assets 2021: $526,781Liabilities 2021: $0Net Assets 2021: $526,7812021Assets 2022: $545,019Liabilities 2022: $0Net Assets 2022: $545,0192022Assets 2023: $685,870Liabilities 2023: $0Net Assets 2023: $685,8702023Assets 2024: $741,848Liabilities 2024: $0Net Assets 2024: $741,8482024

Highlighted filing

2024

Assets$741,848
Liabilities$0
Net Assets$741,848

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $381,2192010Revenue 2011: $394,132Expenses 2011: $356,783Net Income 2011: $37,3492011Expenses 2012: $345,2072012Revenue 2013: $359,975Expenses 2013: $296,814Net Income 2013: $63,1612013Revenue 2014: $378,248Expenses 2014: $374,641Net Income 2014: $3,6072014Revenue 2015: $363,859Expenses 2015: $345,508Net Income 2015: $18,3512015Revenue 2016: $371,083Expenses 2016: $504,520Net Income 2016: -$133,4372016Revenue 2017: $360,434Expenses 2017: $417,919Net Income 2017: -$57,4852017Revenue 2018: $419,094Expenses 2018: $524,200Net Income 2018: -$105,1062018Revenue 2019: $433,030Expenses 2019: $377,482Net Income 2019: $55,5482019Revenue 2020: $223,845Expenses 2020: $249,267Net Income 2020: -$25,4222020Revenue 2021: $488,473Expenses 2021: $312,844Net Income 2021: $175,6292021Revenue 2022: $569,601Expenses 2022: $551,363Net Income 2022: $18,2382022Revenue 2023: $687,043Expenses 2023: $546,192Net Income 2023: $140,8512023Revenue 2024: $624,670Expenses 2024: $568,692Net Income 2024: $55,9782024

Highlighted filing

2024

Revenue$624,670
Expenses$568,692
Net Income$55,978

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.00$7.42$6.25$5.69$0.56
2023Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$6.87$5.46$1.41
2022Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$5.70$5.51$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$4.88$3.13$1.76
2020Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$2.24$2.49$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$4.33$3.77$0.56
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$4.19$5.24$1.05
2017Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$3.60$4.18$0.57
2016Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$3.71$5.05$1.33
2015Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$3.64$3.46$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$3.78$3.75$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$3.60$2.97$0.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.00$5.32$3.45
2011Summary only. Only limited summary data is available for this year.$4.78$0.00$4.78$3.94$3.57$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.00$4.41$3.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$624,670
Mission and Program Overview

Mission

Dfwbgh is a coalition of dallas and fort worth area employees committed to working with partners in the community to promote and maintain a healthcare system that provides quality, accountability, and affordability for our employees.

Dfwbgh is a coalition of dallas/fort worth area employers committed to educating and empowering local employers and their employees to make informed healthcare-related decisions and to promotehealthcare quality, cost-effectiveness, transparency and accountability in our community

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$527,071$545,181▲ $18,110
Cash and Non-Interest-Bearing Accounts$158,799$196,667▲ $37,868
Total Assets$685,870$741,848▲ $55,978
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$685,870$741,848▲ $55,978
Total Net Assets Fund Balance$685,870$741,848▲ $55,978
Total Liabilities and Net Assets / Fund Balance$685,870$741,848▲ $55,978
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike AdamsPresident
Mike RayVice President
Denise PinkertonDirector
Donald DennisDirector
Elma RamirezDirector
Greg StaifDirector
Joanne HintonDirector
Monica JonesDirector
Marianne FazenExecutive Director
Jason MansfieldDirctor
Monica MartinSecretary
Mark HaerrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$428,249
Program Service Revenue
$169,011
Investment Income
$27,410
Other Revenue
$0
All Other Contributions
$242,750
Change in Net Assets
$55,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$568,692
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$175,922-$175,922
Other Expenses$165,933$15,688-$165,933
Conferences and Meetings-$26,103-$26,103
All Other Expenses$26,000--$26,000
Information Technology-$3,795-$3,795
Insurance-$2,251-$2,251
Office Expenses-$1,707-$1,707
Fees for Services Accounting-$950-$950
Travel$241--$241
Total Functional Expenses$332,680$236,012$0$568,692
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

The organization pays management to sw management which is owned by the president and ed of dfw business group on health

Form 990 governing body review Part VI line 11

The form 990 is read and reviewed with the executive committee and corrections are requested if needed before filing.

Governing documents etc available to public Part VI line 19

All documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Dfw Business Group on Health
EIN
75-1924594
In Care Of
% MARIANNE FAZEN
Phone
2143823036
Address
10260 NORTH CENTRAL EXPWY STE 285, DALLAS, TX 75231

Signing Officer

Name
Marianne Fazen
Title
Executive Director
Phone
2143823036
Signed
2025-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marianne Fazen
Formed
1985
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
11
Employees
0

Preparer

Firm
Jennifer S Hill CPA PC
Address
105 Saint Marys Street Ste 100, Rockwall, TX 75087
Preparer
Jennifer S Hill
Phone
9722705452
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IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3SPECIAL PROJECTS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115688
IRS990/OtherExpensesGrp/ProgramServicesAmt0140506
IRS990/OtherExpensesGrp/ProgramServicesAmt1165933
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IRS990/OtherExpensesGrp/TotalAmt19596
IRS990/OtherExpensesGrp/TotalAmt215688
IRS990/OtherExpensesGrp/TotalAmt3165933
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAMS
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IRS990/ProgramServiceRevenueGrp/Desc2MEETINGS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1113000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21121
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IRS990/PYOtherExpensesAmt0546192
IRS990/PYProgramServiceRevenueAmt0265010
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0335406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0178238
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0169011
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0223845
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02593632
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PAYS MANAGEMENT TO SW MANAGEMENT WHICH IS OWNED BY THE PRESIDENT AND ED OF DFW BUSINESS GROUP ON HEALTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS READ AND REVIEWED WITH THE EXECUTIVE COMMITTEE AND CORRECTIONS ARE REQUESTED IF NEEDED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0236012
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0332680
IRS990/TotalFunctionalExpensesGrp/TotalAmt0568692
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0685870
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0741848
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0332680
IRS990/TotalProgramServiceRevenueAmt0169011
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt027410
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0169011
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0624670
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0685870
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0741848
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0241
IRS990/TravelGrp/TotalAmt0241
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010260 NORTH CENTRAL EXPWY Ste 285
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075231
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.DFWBGH.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIANNE FAZEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02143823036
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-07

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