Southwestern Health Resources Hospitals JOC

EIN: 811575989 501(c)(3) Health Care

Dallas, TX

Total Revenue
$569,702
Total Expenses
$857,381
Total Assets
$4,169
Net Assets
$-851,552
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
TX
Principal Officer
Barclay Berdan
Phone
2143897272
Tax Period
2024-09-01 to 2025-08-31

Southwestern Health Resources Hospitals JOC, founded in 2016, is a small nonprofit in the Health Care sector that reported $570K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $857K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO CREATE AN INTEGRATED HOSPITAL SYSTEM OPERATING IN THE DALLAS AREA TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES IT SERVES WITHOUT REGARD TO THEIR ABILITY TO PAY.

Program Service Accomplishments

Program 1
Expenses: $856,281 Revenue: $0

To facilitate the financial and clinical integration of Texas Health Presbyterian Hospital Dallas ("TH Dallas") and William P Clements, Jr University Hospital.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $568,873
Program Service Revenue $0
Investment Income $829
Other Revenue $0
TOTAL REVENUE $569,702

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $856,281
Other Expenses $857,381
TOTAL EXPENSES $857,381

Year-over-Year Comparison

2024 2023 Change
Revenue $569,702 $668,535 -0.1%
Expenses $857,381 $573,255 +0.5%
Net Income $-287,679 $95,280 -4.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
N/A
Employees
N/A
Volunteers
10

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$13,423,982
Total Directors
8
$18,540,374
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Barclay Berdan Co Chair/Co President 0.12
Officer Director
$0 $1,249,460 $5,590,405
Daniel Podolsky MD Co Chair/Co President 0.12
Officer Director
$0 $46,718 $3,215,250
Winjie Miao Trustee 0.12
Director
$0 $532,205 $2,459,823
Rick McWhorter Trustee 0.12
Director
$0 $380,374 $2,149,571
Shawn Parsley DO Trustee 0.12
Director
$0 $286,338 $1,791,897
Jonathan Efron MD Trustee/SEO 0.12
Officer Director
$0 $53,466 $1,373,465
Holly Crawford Trustee/Treasurer 0.12
Officer Director
$0 $46,718 $1,045,248
Christopher Madden MD Trustee 0.12
Officer Director
$0 $38,195 $914,715
Michael Serber Treasurer - Term Feb. 2025 0.12
Officer
$0 $53,466 $811,385
Stacy Cantu Secretary 0.12
Officer
$0 $73,969 $473,514
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $569,702 $857,381 $4,169 $-287,679
2024 $668,535 $573,255 $8,194 $95,280
2023 $939,417 $667,199 $7,072 $272,218
2022 $845,468 $936,385 $4,413 $-90,917
2021 $840,313 $845,473 $4,419 $-5,160
2020 $1,035,514 $835,565 $22,870 $199,949
2019 $864,878 $1,035,243 $11,361 $-170,365
2018 $1,170,503 $864,878 $12,810 $305,625
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