Nonprofit · EIN 81-1575989
SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC
Tax-exempt · DALLAS, TX 75390
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $569,702 | $857,381 | -$287,679 | $4,169 | $855,721 | -$851,552 |
| August 31, 2024 | 990 | $668,535 | $573,255 | $95,280 | $8,194 | $572,067 | -$563,873 |
| August 31, 2023 | 990 | $939,417 | $667,199 | $272,218 | $7,072 | $666,225 | -$659,153 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $568,873
- Program service revenue
- $0
- Investment income
- $829
- Other revenue
- $0
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
- Program services (functional)
- $856,281
- Management and general (functional)
- $1,100
Balance sheet and other
- Total assets, start of year
- $8,194
- Total assets, end of year
- $4,169
- Total liabilities, end of year
- $855,721
- Net assets, end of year
- -$851,552
- Net assets without donor restrictions
- -$851,552
- Gross receipts
- $569,702
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2016
- 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 |
|---|---|---|---|---|---|
| Barclay Berdan | Co Chair/Co President Trustee or director, Officer | 0.12 | $0 | $4,340,945 | $1,249,460 |
| Daniel Podolsky MD | Co Chair/Co President Trustee or director, Officer | 0.12 | $0 | $3,168,532 | $46,718 |
| Winjie Miao | Trustee Trustee or director | 0.12 | $0 | $1,927,618 | $532,205 |
| Rick McWhorter | Trustee Trustee or director | 0.12 | $0 | $1,769,197 | $380,374 |
| Shawn Parsley DO | Trustee Trustee or director | 0.12 | $0 | $1,505,559 | $286,338 |
| Jonathan Efron MD | Trustee/SEO Trustee or director, Officer | 0.12 | $0 | $1,319,999 | $53,466 |
| Holly Crawford | Trustee/Treasurer Trustee or director, Officer | 0.12 | $0 | $998,530 | $46,718 |
| Christopher Madden MD | Trustee Trustee or director, Officer | 0.12 | $0 | $876,520 | $38,195 |
| Michael Serber | Treasurer - Term Feb. 2025 Officer | 0.12 | $0 | $757,919 | $53,466 |
| Stacy Cantu | Secretary Officer | 0.12 | $0 | $399,545 | $73,969 |
990 for the year ended August 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Barclay E Berdan | Trustee/Co-Chair Trustee or director, Officer | 0.12 | $0 | $3,605,445 | $1,016,271 |
| Daniel Podolsky MD | Trustee/Co-chair Trustee or director, Officer | 0.12 | $0 | $3,065,318 | $44,226 |
| Winjie Miao | Trustee Trustee or director | 0.12 | $0 | $1,690,901 | $476,137 |
| Rick McWhorter | Trustee Trustee or director | 0.12 | $0 | $1,515,772 | $325,006 |
| Shawn D Parsley DO | Trustee Trustee or director | 0.12 | $0 | $1,157,043 | $358,771 |
| W P Andrew Lee MD | Trustee-Term 12/1/23 Trustee or director | 0.12 | $0 | $1,183,695 | $44,226 |
| Holly Crawford | Trustee Trustee or director | 0.12 | $0 | $993,416 | $44,226 |
| Christopher Madden MD | Trustee Trustee or director | 0.12 | $0 | $825,930 | $36,297 |
| Gary Goldberg | Former Officer Former | 0 | $0 | $568,763 | $127,268 |
| Michael Serber | Treasurer Officer | 0.12 | $0 | $478,988 | $50,503 |
| John Warner MD | Former Officer/Trustee Former | 0.12 | $0 | $448,612 | $29,591 |
| Stacy Cantu | Secretary Officer | 0.12 | $0 | $353,188 | $71,659 |
| Jonathan Efron MD | Senior Exec Officer Start 12/1 Trustee or director, Officer | 0.12 | $0 | $100,000 | $0 |
990 for the year ended August 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Barclay E Berdan | Trustee/Co-Chair Trustee or director | 0.12 | $0 | $3,378,414 | $427,703 |
| Daniel Podolsky MD | Trustee/Co-chair Trustee or director | 0.12 | $0 | $2,589,155 | $40,972 |
| John Warner MD | Trustee/SEO Term March 3/1/23 Trustee or director, Officer | 0.12 | $0 | $2,150,136 | $46,811 |
| Winjie Miao | Trustee Trustee or director | 0.12 | $0 | $1,666,650 | $276,240 |
| Rick McWhorter | Secretary Trustee or director | 0.12 | $0 | $1,477,178 | $157,209 |
| Shawn D Parsley DO | Trustee Trustee or director | 0.12 | $0 | $1,151,813 | $250,562 |
| 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 |
| Gary Goldberg | Former Officer Former | 0 | $0 | $537,460 | $103,935 |
| Michael Serber | Treasurer Officer | 0.12 | $0 | $466,257 | $46,811 |
| Stacy Cantu | Secretary Officer | 0.12 | $0 | $389,083 | $68,685 |
Address and contacts
- Address (IRS master file)
- 5323 HARRY HINES BLVD, DALLAS, TX 75390-7208
- In care of
- % MATTHEW ROSAMOND
- Principal officer (990 for 2024)
- Barclay Berdan, 612 E Lamar Blvd, Arlington, TX 76011
- Signed the 990
- Matthew Rosamond, Treasurer
- Phone
- (214) 389-7272
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 accomplishments
- To facilitate the financial and clinical integration of Texas Health Presbyterian Hospital Dallas ("TH Dallas") and William P Clements, Jr University Hospital.Expenses $856,281
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 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
- 81-1575989
- 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 or 990-EZ
- Category (NTEE)
- Health care (E21)
- Assets (IRS master file)
- $4,169
- Income (IRS master file)
- $569,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $569,702 | $857,381 | $4,169 | XML |
| 990 | August 2024 | $668,535 | $573,255 | $8,194 | XML |
| 990 | August 2023 | $939,417 | $667,199 | $7,072 | XML |
| 990 | August 2022 | $845,468 | $936,385 | $4,413 | 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 81-1575989).
Questions about SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC
- What is the EIN of SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC?
- The employer identification number (EIN) of SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC is 81-1575989.
- Is SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC 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 SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC 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 HOSPITALS JOC 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 HOSPITALS JOC?
- The 990 for the year ended August 31, 2025 names Barclay Berdan.
- Who are the officers and directors of SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC?
- The 990 for the year ended August 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $569,702, expenses of $857,381 and total assets of $4,169 at year end.
Other nonprofits in DALLAS
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025
- SCOTT & WHITE CLINIC EIN 74-2958277 · last filed 990 for 2025
- TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS EIN 75-1047527 · last filed 990 for 2024