Nonprofit · EIN 81-1555446
SOUTHWESTERN HEALTH RESOURCES
Tax-exempt · DALLAS, TX 75390
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $14,298 | $359,895 | -$345,597 | $635,905 | $995,842 | -$359,937 |
| August 31, 2024 | 990 | $3,563,248 | $62,804 | $3,500,444 | $502,037 | $516,377 | -$14,340 |
| August 31, 2023 | 990 | $85,385 | $181,047 | -$95,662 | $3,372,046 | $6,886,830 | -$3,514,784 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $8,993
- Other revenue
- $5,305
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $25,169
- Program services (functional)
- $357,495
- Management and general (functional)
- $2,400
Balance sheet and other
- Total assets, start of year
- $502,037
- Total assets, end of year
- $635,905
- Total liabilities, end of year
- $995,842
- Net assets, end of year
- -$359,937
- Net assets without donor restrictions
- -$359,937
- Gross receipts
- $14,298
- Employees
- 0
- Volunteers
- 11
- Year formed
- 2015
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Daniel Podolsky MD | Co-Chairman/President Trustee or director, Officer | 0.12 | $0 | $3,168,532 | $46,718 |
| Shawn Douglas Parsley DO | Trustee Trustee or director | 0.12 | $0 | $1,505,559 | $286,338 |
| Jonathan Efron MD | Trustee Trustee or director | 0.12 | $0 | $1,319,999 | $53,466 |
| Holly Crawford | Trustee Trustee or director | 0.12 | $0 | $998,530 | $46,718 |
| Christopher Madden MD | Trustee Trustee or director | 0.12 | $0 | $876,520 | $38,195 |
| Michael Serber | Former Officer Former | 0 | $0 | $757,919 | $53,466 |
| Randall Smith | Asst Secretary Officer | 0.12 | $0 | $608,278 | $43,195 |
| Harvey Birch | Former Officer Former | 0.12 | $0 | $535,520 | $47,862 |
| Brian Felty | Treasurer Officer | 0.12 | $0 | $85,632 | $5,546 |
| Barclay Berdan | Co-Chairman/President Trustee or director, Officer | 0.12 | $0 | $0 | $0 |
| Rick McWhorter | Trustee Trustee or director | 0.12 | $0 | $0 | $0 |
| Winjie Tang Miao | Trustee Trustee or director | 0.12 | $0 | $0 | $0 |
| Stacy Cantu | Assistant Secretary Officer | 0.12 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Daniel Podolsky MD | Co-Chairman/President Trustee or director, Officer | 0.12 | $0 | $3,065,318 | $44,226 |
| Shawn Douglas Parsley DO | Trustee Trustee or director | 0.12 | $0 | $1,157,043 | $358,771 |
| W P Andrew Lee MD | Trustee Term 12/2023 Trustee or director | 0.12 | $0 | $1,183,695 | $44,226 |
| Holly Crawford | Trustee Trustee or director | 0.12 | $0 | $993,416 | $44,226 |
| James Beiermann | Former Officer Former | 0 | $0 | $870,476 | $30,178 |
| Christopher Madden MD | Trustee Trustee or director | 0.12 | $0 | $825,930 | $36,297 |
| Michael Serber | Former Officer Former | 0 | $0 | $478,988 | $50,503 |
| David Springhetti | Former Officer Former | 0 | $0 | $434,987 | $11,035 |
| Randall Smith | Asst Secretary Officer | 0.12 | $0 | $379,978 | $43,542 |
| Harvey Birch | Treasurer Officer | 0.12 | $0 | $307,066 | $55,124 |
| Jonathan Efron MD | Trustee Trustee or director | 0.12 | $0 | $100,000 | $0 |
| Barclay Berdan | Co-Chairman/President Trustee or director, Officer | 0.12 | $0 | $0 | $0 |
| Rick McWhorter | Trustee Trustee or director | 0.12 | $0 | $0 | $0 |
| Winjie Tang Miao | Trustee Trustee or director | 0.12 | $0 | $0 | $0 |
| Stacy Cantu | Assistant Secretary Officer | 0.12 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Daniel Podolsky MD | Co-Chairman/President Trustee or director, Officer | 0.12 | $0 | $2,589,155 | $40,972 |
| John Warner MD | Trustee Term 3/1/23 Trustee or director | 0.12 | $0 | $2,150,136 | $46,811 |
| James Beiermann | Former Officer Former | 0 | $0 | $1,091,659 | $87,593 |
| W P Andrew Lee MD | Trustee Trustee or director | 0.12 | $0 | $1,002,319 | $40,972 |
| Holly Crawford | Trustee Trustee or director | 0.12 | $0 | $918,001 | $40,972 |
| Christopher Madden MD | Trustee Trustee or director | 0.12 | $0 | $807,444 | $33,597 |
| David Springhetti | Secretary Officer | 0.12 | $0 | $622,758 | $54,479 |
| Michael Serber | Former Officer Former | 0 | $0 | $466,257 | $46,811 |
| Randall Smith | Asst Secretary Officer | 0.12 | $0 | $418,504 | $42,588 |
| Wendy Carver | Chief Compliance Officer Officer | 0.12 | $0 | $415,644 | $41,228 |
| Harvey Birch | Treasurer Officer | 0.12 | $0 | $262,631 | $24,294 |
| Barclay Berdan | Co-Chairman/President Trustee or director, Officer | 0.12 | $0 | $0 | $0 |
| Rick McWhorter | Trustee Trustee or director | 0.12 | $0 | $0 | $0 |
| Shawn Douglas Parsley DO | Trustee Trustee or director | 0.12 | $0 | $0 | $0 |
| Winjie Tang Miao | Trustee Trustee or director | 0.12 | $0 | $0 | $0 |
| Stacy Cantu | Assistant Secretary Officer | 0.12 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5323 HARRY HINES BLVD, DALLAS, TX 75390-7208
- In care of
- % BRIAN FELTY
- Principal officer (990 for 2024)
- Barclay Berdan, 612 E Lamar Blvd Ste 600, Arlington, TX 76011
- Signed the 990
- Brian Felty, Treasurer
- Phone
- (214) 389-7272
- Website
- WWW.Southwesternhealth.com
Mission
TO FURTHER THE MISSIONS OF UTSW AND THR ON A LOCAL, REGIONAL AND NATIONAL LEVEL THROUGH THE CREATION OF A CLINICALLY INTEGRATED NETWORK OF PHYSICIANS, HOSPITALS AND OTHER CARE PROVIDERS TO DELIVER HEALTHCARE ACROSS THE CONTINUUM AND BY PROVIDING SUPPORT TO UTSW AND THR AND OTHER TAX-EXEMPT HOSPITALS ASSOCIATED WITH ITS MEMBERS.
Program accomplishments
- Oversight and adoption of the Academic Affiliation Agreement budget and development plan for the supported academic affiliation components. Support of the Master Patient Index needed to follow the patient's path of care.Expenses $357,495
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 81-1555446
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2017
- Accounting year ends
- August
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Health care (E21)
- Assets (IRS master file)
- $635,905
- Income (IRS master file)
- $14,298
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $14,298 | $359,895 | $635,905 | XML |
| 990 | August 2024 | $3,563,248 | $62,804 | $502,037 | XML |
| 990 | August 2023 | $85,385 | $181,047 | $3,372,046 | XML |
| 990 | August 2022 | $6,819 | $119,006 | $3,349,465 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 81-1555446).
Questions about SOUTHWESTERN HEALTH RESOURCES
- What is the EIN of SOUTHWESTERN HEALTH RESOURCES?
- The employer identification number (EIN) of SOUTHWESTERN HEALTH RESOURCES is 81-1555446.
- Is SOUTHWESTERN HEALTH RESOURCES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to SOUTHWESTERN HEALTH RESOURCES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does SOUTHWESTERN HEALTH RESOURCES file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SOUTHWESTERN HEALTH RESOURCES due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWESTERN HEALTH RESOURCES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of SOUTHWESTERN HEALTH RESOURCES?
- The 990 for the year ended August 31, 2025 names Barclay Berdan.
- Who are the officers and directors of SOUTHWESTERN HEALTH RESOURCES?
- The 990 for the year ended August 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does SOUTHWESTERN HEALTH RESOURCES have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $14,298, expenses of $359,895 and total assets of $635,905 at year end.
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