Southwestern Health Resources Hospitals JOC

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

Dallas, TX

Total Revenue
$668,535
Total Expenses
$573,255
Total Assets
$8,194
Net Assets
$-563,873
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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
2023-09-01 to 2024-08-31

Southwestern Health Resources Hospitals JOC, founded in 2016, is a small nonprofit in the Health Care sector that reported $669K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $573K left a modest 14% surplus.

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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $664,153
Program Service Revenue $0
Investment Income $4,382
Other Revenue $0
TOTAL REVENUE $668,535

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $573,255
Other Expenses $573,255
TOTAL EXPENSES $573,255

Year-over-Year Comparison

2023 2022 Change
Revenue $668,535 $939,417 -0.3%
Expenses $573,255 $667,199 -0.1%
Net Income $95,280 $272,218 -0.6%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
N/A
Employees
N/A
Volunteers
11

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
5
$8,785,598
Total Directors
9
$16,482,680
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Barclay E Berdan Trustee/Co-Chair 0.12
Officer Director
$0 $1,016,271 $4,621,716
Daniel Podolsky MD Trustee/Co-chair 0.12
Officer Director
$0 $44,226 $3,109,544
Winjie Miao Trustee 0.12
Director
$0 $476,137 $2,167,038
Rick McWhorter Trustee 0.12
Director
$0 $325,006 $1,840,778
Shawn D Parsley DO Trustee 0.12
Director
$0 $358,771 $1,515,814
W P Andrew Lee MD Trustee-Term 12/1/23 0.12
Director
$0 $44,226 $1,227,921
Holly Crawford Trustee 0.12
Director
$0 $44,226 $1,037,642
Christopher Madden MD Trustee 0.12
Director
$0 $36,297 $862,227
Gary Goldberg Former Officer 0.0
$0 $127,268 $696,031
Michael Serber Treasurer 0.12
Officer
$0 $50,503 $529,491
John Warner MD Former Officer/Trustee 0.12
$0 $29,591 $478,203
Stacy Cantu Secretary 0.12
Officer
$0 $71,659 $424,847
Jonathan Efron MD Senior Exec Officer Start 12/1 0.12
Officer Director
$0 $0 $100,000
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
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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