Nonprofit · EIN 26-3087442
SOUTHERN SECTOR HEALTH INITIATIVE
Tax-exempt · DALLAS, TX 75246
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,541,780 | $7,685,422 | -$143,642 | $1,846,359 | $376,005 | $1,470,354 |
| June 30, 2024 | 990 | $6,885,463 | $6,968,241 | -$82,778 | $2,631,596 | $404,659 | $2,226,937 |
| June 30, 2023 | 990 | $6,073,816 | $6,205,581 | -$131,765 | $3,586,105 | $413,980 | $3,172,125 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,489,902
- Program service revenue
- $145,375
- Investment income
- $0
- Net income from fundraising events
- -$52,830
- Net income from sales of inventory
- -$40,667
- Other revenue
- -$93,497
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $404,837
- Other salaries and wages
- $3,564,646
- Salaries, compensation and benefits (total)
- $5,054,072
- Professional fundraising fees
- $0
- Occupancy
- $320,718
- Travel
- $46,626
- Depreciation
- $225,248
- Program services (functional)
- $6,594,812
- Management and general (functional)
- $1,090,610
Balance sheet and other
- Total assets, start of year
- $2,631,596
- Total assets, end of year
- $1,846,359
- Total liabilities, end of year
- $376,005
- Net assets, end of year
- $1,470,354
- Land, buildings and equipment
- $666,252
- Net assets without donor restrictions
- $709,450
- Net assets with donor restrictions
- $760,904
- Gross receipts
- $7,666,065
- Employees
- 98
- Volunteers
- 212
- Year formed
- 2007
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Amy Wilson MD | Director Trustee or director | 1 | $0 | $582,187 | $61,857 |
| Jason Whitfield | VP CFO Officer | 1 | $0 | $550,135 | $91,339 |
| Venita Owens | President/VP President HWC Officer | 40 | $316,528 | $0 | $41,658 |
| Kevin Sykes | Dir Clinical Research Highest-paid employee | 40 | $168,802 | $0 | $35,308 |
| Andrea Harris | Director Operations Highest-paid employee | 40 | $179,783 | $0 | $8,868 |
| Debbie Dennis | Director/Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| David H Cain | Director/Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Tiffinni A Young | Director/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sharon King | Director/Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Cheletta Watkins | Director Trustee or director | 1 | $0 | $0 | $0 |
| Yolanda Lawson MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lelious Johnson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Robert Estrada | Director Trustee or director | 1 | $0 | $0 | $0 |
| Neva Cochran | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ron E Calhoun MD | Director Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dennis Cail III | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jason Whitfield | VP CFO Officer | 1 | $0 | $1,006,193 | $40,795 |
| Amy Wilson MD | Director Trustee or director | 1 | $0 | $554,000 | $45,189 |
| Venita Owens | President Officer | 40 | $311,696 | $0 | $40,770 |
| Andrea Harris | Director Operations Highest-paid employee | 40 | $167,773 | $0 | $8,234 |
| Kevin Sykes | Director Clinical Research Highest-paid employee | 40 | $123,531 | $0 | $21,413 |
| Dennis Cail III | Director Trustee or director | 1 | $0 | $0 | $0 |
| David H Cain | Director/Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ron E Calhoun MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Debbie Dennis | Director/Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Robert Estrada | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lelious Johnson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sharon King | Director/Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Yolanda Lawson MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Cheletta Watkins | Director Trustee or director | 1 | $0 | $0 | $0 |
| Tiffinni A Young | Director/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Scott Peek | Director (thru 1/6/2023) Trustee or director | 1 | $0 | $1,074,563 | $270,483 |
| Amy Wilson MD | Director Trustee or director | 1 | $0 | $462,181 | $42,412 |
| Venita Owens | President Officer | 40 | $309,133 | $0 | $38,821 |
| Heather Kitzman Carmichael | Director Clinical Research Highest-paid employee | 40 | $156,736 | $0 | $25,098 |
| Andrea Harris | Director Operations Highest-paid employee | 40 | $145,857 | $0 | $7,402 |
| David H Cain | Director/Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ron E Calhoun MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Debbie Dennis | Director/Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Robert Estrada | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lelious Johnson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sharon King | Director/Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Yolanda Lawson MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Cheletta Watkins | Director Trustee or director | 1 | $0 | $0 | $0 |
| Tiffinni A Young | Director/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 N WASHINGTON AVE, DALLAS, TX 75246-1754
- Principal officer (990 for 2024)
- Venita Owens, 4500 Spring Ave, Dallas, TX 75210
- Signed the 990
- Venita Owens, President
- Phone
- (214) 820-4135
- Website
- www.bswhealth.com
Mission
Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.
Program accomplishments
- See Schedule OSouthern Sector Health Initiative (SSHI) operates under its dba name, the Baylor Scott & White Health and Wellness Center at Juanita J Craft Recreation Center (BSW HWC), formerly known as the Diabetes Health and Wellness Institute at the Juanita J. Craft Recreation Center. BSW HWC is located in southern Dallas and serves a population comprising 60% African-Americans and 40% Hispanics. SSHI is organized to improve care for people with chronic conditions, including diabetes, by operating a new care model focused on clinical care, education and wellness in South Dallas. The Center, a public-private partnership between Baylor Scott & White Health and the City of Dallas, took on the challenge of the alarming growth rate of diabetes in the southern sector. The strategy included addressing the social and physical determinants that affect population health, and the removal or reduction of various barriers to health improvements in this community. Building an atmosphere of inclusion, fostering trust, credibility, culture, adaptability, and commitment was needed to accomplish this task.SSHI is affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas and one of the largest in the United States, BSWH was born from the 2013 combination of Baylor Health Care System and Scott & White Healthcare. Today, BSWH has over 1,300 patient access points including 53 hospitals, 600+ specialty care clinics, 250+ outpatient clinics, 150+ primary care clinics, 29 pharmacies, 30+ ambulatory surgery centers, 60+ urgent care clinics, and over 7,300 active physicians. The system also includes a state certified health maintenance organization, the Scott and White Health Plan and the Baylor Scott & White Quality Alliance accountable care organization both covering approximately 1,200,000 lives.As stated in its Mission Statement "Founded as a Christian Ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. The Ambition Statement is "to be the trusted leader, educator, and innovator in value-based care delivery, customer experience and affordability". The BSWH vision is: "To be the most trusted name in giving and receiving safe, quality, compassionate healthcare."The initial vision statement of BSW HWC, laid the foundation for shaping a care model fulfilling the mission - "improving the lives of people with diabetes by creating a new care model focused on health care, education and research". The platform to achieve the vision required forward-thinking leaders whose adherence to the stated vision and careful selection of a Board of Trustees set BSW HWC on a course to create a diabetes 'Center of Excellence' for the southern sector Dallas community. Core Principles for this new model of care included: 1) Trust: To build a foundation of trust with community members and community organizations, 2) Partners: To work alongside community organizations and residents of south Dallas as collaborative partners together in developing programs and services, 3) Empowerment: To develop programs and services that enable residents to have better control of their health and their health outcomes so that healthy behaviors are woven into the fabric of the community, 4) Support: To provide preventative and health management resources to help the community to grow healthier and get better, 5) Culture: To consider and seek to understand the culture of the community addressing their health and wellness needs, and 6) Access: To provide access to clinical care, preventive health and wellness programs.The success of BSW HWC was insured through the infusion of the voice of the community, a voice crucial to the acceptance and success of the programs and services developed to achieve the vision. The voice of the community is incorporated by key stakeholders via the Centers' Ministerial Advisory Board (MAB) and Community Advisory Board (CAB), which where both established at inception of the facility. The collective advisory board members, community collaborative partners, non-profit and faith-based organizations that have engaged with the center now comprises of over 145 organizations.BSW HWC's integrative care model includes an on-site physician and nurse practitioner, visiting medical specialists, referral coordinators for specialty and ancillary care, diabetes management educators, access to affordable chronic disease and diabetes medications, nutrition and healthy cooking classes and physical activity programs including aerobics, walking clinics and weight training. One analysis (of a five-year study) showed a 21% reduction in emergency room use among a sample of BSW HWC members using a pre/post-enrollment comparison. A 37% reduction was shown for inpatient visits among a sample of BSW HWC members using the same pre/post-enrollment comparison and the data was published in Health Affairs. This publication set a precedent for continued best practices around the BCW HWC model of care that promotes access to care, nutrition and physical activity as prevention and empowerment strategies to ensure health improvements over time.The BSW HWC enlists the assistance of Community Health Workers (CHW), also known as Diabetes PEERS (Prevention, Empowerment, Education, Resources, Support). These trained community members act as mediators between health care, social services and the community to assist with outreach, patient navigation/follow-up, community health education/information, informal counseling, social support, advocacy and participation in clinical research. The Diabetes PEERS program allows the BSW HWC to tackle the myths about chronic diseases including diabetes and provides education and support in the prevention and management of chronic disease in high-risk communities. BSW HWC provides 160 hours of fee-based CHW and Instructor training and CHW Continuing Education Units (CEUs) certified by the State of Texas and approved by the Texas Department of State Health Services.In 2025, BSW HWC Farm Stands also had 5,192 encounters offering pre-bagged produce items as well as healthy recipes with tasting samples to patrons with the goal of promoting healthy cooking and eating at home. Membership growth continues, and the efforts have paid huge dividends for this underserved population, with more than 10,859 members. BSW HWC increased its impact in the community, where its cumulative outreach encounters reached 283,066. The Community Outreach team completed over 2,000 chronic kidney disease screenings and the Research team launched a new mobile health unit to expand outreach for women's preventative health screenings, completing over 601 encounters for women.BSW HWC is among the few programs in Texas fully recognized by the Centers for Disease Control for its Diabetes Prevention Programs which received a five-year (2023-2028) CDC Full Plus Recognition and recognized among top Community Health Worker (CHW) Training Programs in the DFW Metroplex, with state certification, graduating over 800 students. The Center also launched a new online Community Health Worker Training Lab to expand its reach across Texas. In addition to this recognition, national and local awards include: the Healthcare Leadership Council's Wellness Frontiers Award for its public-private partnership with the City of Dallas; the American Hospital Associations' Nova Award for community-based innovation; and the D CEO Magazines' Excellence in Healthcare Achievement in Community Outreach, Achievement in Wellness Programs and finalist for Outstanding Healthcare Collaboration and a finalist for the ; The Morehouse School of Medicine, National Center for Primary Care Partnership for Diabetes Health Equity Award. Recently, Center was among finalist for the 2025 D CEO Non-Profit and Corporate Citizenship Award (Category: Mid-size Programs Team) and received accreditation from the Association of Diabetes Care & Education Specialists (ADCES) for our Diabetes Self-Management Education and Support (DSMES) classes. The center has consistently received American Heart Association awards for its chronic disease management metrics for Blood Pressure, Type 2 Diabetes and Cholesterol control. BSW HWC celebrated its 15-year anniversary in June 2025, and has established itself as an incubator for population health with a goal to improve the health of the city one person, one family, and one community at a time.Expenses $6,594,812 · revenue $104,708
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-3087442
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $1,846,359
- Income (IRS master file)
- $7,666,065
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,541,780 | $7,685,422 | $1,846,359 | IRS |
| 990 | June 2024 | $6,885,463 | $6,968,241 | $2,631,596 | IRS |
| 990 | June 2023 | $6,073,816 | $6,205,581 | $3,586,105 | XML |
| 990 | June 2022 | $6,169,124 | $6,241,340 | $4,129,235 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3087442).
Questions about SOUTHERN SECTOR HEALTH INITIATIVE
- What is the EIN of SOUTHERN SECTOR HEALTH INITIATIVE?
- The employer identification number (EIN) of SOUTHERN SECTOR HEALTH INITIATIVE is 26-3087442.
- Is SOUTHERN SECTOR HEALTH INITIATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SOUTHERN SECTOR HEALTH INITIATIVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SOUTHERN SECTOR HEALTH INITIATIVE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN SECTOR HEALTH INITIATIVE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN SECTOR HEALTH INITIATIVE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTHERN SECTOR HEALTH INITIATIVE?
- The 990 for the year ended June 30, 2025 names Venita Owens.
- Who are the officers and directors of SOUTHERN SECTOR HEALTH INITIATIVE?
- The 990 for the year ended June 30, 2025 lists 16 people; 3 received compensation from the organization.
- How much revenue does SOUTHERN SECTOR HEALTH INITIATIVE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,541,780, expenses of $7,685,422 and total assets of $1,846,359 at year end.
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