2024-07-26T11:42:28-05:00 2023-09-30 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2022-10-01 752089180 PARKLAND FOUNDATION % MARSHA BEASLEY PARK 2142662110 1341 W Mockingbird Lane 1100 E DALLAS TX 75247 MICHAEL HORNE President and CEO 2142662010 2024-07-26 true BRUCE BERNSTIEN P01424343 2147060840 2022 2024-08-08 14:25:15Z Parkland Health Foundation Michael Horne 1341 W MOCKINGBIRD LN 1100E Dallas TX 75247 28462453 false X ParklandHealthFoundation.org X 1985 TX TO PROVIDE SUPPORT TO THE DALLAS COUNTY HOSPITAL DISTRICT. 26 25 27 33 0 19774237 14795737 0 0 592700 1464790 0 0 20366937 16260527 9281817 11023352 0 0 3676667 3850908 219673 223769 2585402 368141 407087 13546298 15505116 6820639 755411 36669003 39128723 1719327 2981464 34949676 36147259 TO PROVIDE SUPPORT TO THE DALLAS COUNTY HOSPITAL DISTRICT. false false 10534360 10534360 Patient assistance 488992 488992 Parkland Center for Clinical Innovation 11023352 true true false false false false false false false true false false false false true true true false false false false false false true false false false true false true false false false false false false false false false false false false true true true true false false true 39 0 true 27 true false false false false false false false false false false false false X 26 25 false false false false false true true true true false false true true true true true true true true false AR CA FL GA HI IL KY MI MN MS NH NJ NM NY NC OR SC TN UT WV WI X X MARSHA BEASLEY 2142662110 1341 W MOCKINGBIRD LANE 1100 E Dallas TX 75247 FREDERICK P CERISE MD President & CEO PHS 60.0 0.0 X 0 976382 53726 MICHAEL HORNE PRESIDENT & CEO FOUNDATION 45.0 0.0 X 0 286620 17586 MELISSA ATKINSON VP OF ADVANCEMENT 45.0 0.0 X 0 208629 23627 JILL HASSMANN VP OPERATIONS 45.0 0.0 X 0 185431 10264 Marsha Beasley VP of Finance 45.0 0.0 X 0 169002 24165 Kent Weimer Dir of Estates and Gift Planni 45.0 0.0 X 0 134815 16283 JEFFREY LOBER DIRECTOR OF OPERATIONS 45.0 0.0 X 0 133863 16120 BETH SAVAGE Director OF ENGAGEMENT 45.0 0.0 X 0 131302 15845 Barbara Lord Watkins BOARD MEMBER 1.0 0.0 X 0 0 0 DONA BAUER BOARD MEMBER 1.0 0.0 X 0 0 0 EFFIE DENNISON Board Member 1.0 0.0 X 0 0 0 CHRISTINA EUBANKS Board Member 1.0 0.0 X 0 0 0 DAVE FOLZ BOARD MEMBER 1.0 0.0 X 0 0 0 RICHARD TRUBITT Board Chair 1.0 0.0 X X 0 0 0 Marie DeCamp Dean Board member 1.0 0.0 X 0 0 0 Hilda Galvan Board Member 1.0 0.0 X 0 0 0 JESSE Jackson Board member 1.0 0.0 X 0 0 0 LAURA GRANADO-UGGE SECRETARY 1.0 0.0 X X 0 0 0 BRIANNA HINOJOSA-SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 Carol Seay Board Member 1.0 0.0 X 0 0 0 KARIN LARRAVE BOARD MEMBER 1.0 0.0 X 0 0 0 Peter Bartholow Treasurer 1.0 0.0 X X 0 0 0 LYNN MCBEE BOARD MEMBER 1.0 0.0 X 0 0 0 DR A COMPTON BRODERS III Board Member 1.0 0.0 X 0 0 0 MARJORIE PETTY BOARD MEMBER 1.0 0.0 X 0 0 0 TRUDY TURNER Board Member 1.0 0.0 X 0 0 0 JORGE BALDOR BOARD MEMBER 1.0 0.0 X 0 0 0 ERIKA SALTER BOARD MEMBER 1.0 0.0 X 0 0 0 LADONDRA WILSON Board Member 1.0 0.0 X 0 0 0 Dr Rita Ne Board Memeber 1.0 0.0 X 0 0 0 BARBARA ORR Board Member 1.0 0.0 X 0 0 0 Melissa Tonn MD Board Member 1.0 0.0 X 0 0 0 Kimberly Yamanouchi MD Board Member 1.0 0.0 X 0 0 0 0 2226044 177616 0 false true false Huntsinger Jeffer Inc 809 Brook Hill Cir RICHMOND VA 23227 Direct mail 223769 1 4473392 10322345 9304 14795737 0 1025535 1025535 0 0 0 0 0 12641181 12201926 439255 439255 439255 0 0 0 0 0 0 0 0 0 0 16260527 1464790 11023352 11023352 0 0 0 1485120 546923 938197 0 1647541 724918 922623 0 718247 291604 426643 0 0 0 0 0 223769 223769 4910 4910 114929 66929 48000 59646 59646 7067 7067 32086 10588 21498 0 171712 171712 1092 1092 0 0 0 0 0 0 MISC 15645 10973 4672 15505116 11023352 1896362 2585402 4217567 4039874 20690425 22571860 4101883 3909271 2690 0 0 0 0 0 0 0 0 0 14359 34393 0 0 7642079 8573325 0 0 0 0 0 0 0 0 36669003 39128723 41582 39229 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1677745 2942235 1719327 2981464 X 2890360 3556779 32059316 32590480 34949676 36147259 36669003 39128723 755411 442172 X false true X true false X 18887936 16192343 12550239 19774237 14795737 82200492 0 0 18887936 16192343 12550239 19774237 14795737 82200492 11220700 70979792 919029 819944 186066 304921 1025535 3255495 0 0 505000 500000 0 1005000 86460987 0 0.82095 0.73512 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8809493 307233 1008553 306586 9818693 10473192 274124 -1271827 665996 8809493 8825889 538402 1172567 63666 10473192 8195255 368217 547486 285069 8825889 7626598 295409 358680 85432 8195255 0.12000 0.83000 0.05000 false false 0 DUE TO PARKLAND 1017235 REFUNDABLE ADVANCE 1925000 2942235 X 16702699 442172 442172 16260527 16260527 15505116 15505116 15505116 the intended uses of the endowment funds Sch D, Part V, line 4: The Foundation has 99 endowments which are as follows: 1. Lee Hammond Bridges Fund 2. Martha and Joseph Markey Endowment for Palliative Care 3. D. and J. Tang Family Endowment for Palliative Care 4. William H. Norcross Award Fund 5. G. R. White Trust Endowment 6. Stacey M. Weimer Palliative Care Endowment 7. Judith A. Wolfe Endowment for Colon Cancer Treatment 8. Doris Nelson Society Endowment 9. Junior Charity League Endowment 10. Doreen Reynolds Endowed Nursing Education Scholarship 11. Jacquelin Tice Schultz Trauma Fund 12. Jacquelin Tice Schultz Fund 13. Rex and Roslyn Dawson Thompson Fund 14. D. and J. Tang Family Endowment for Burn Care 15. The Pastoral Care Endowment at Parkland 16. Thomas B. Leary Endowment for Trauma Services 17. Shirley Pollock Fund to Benefit Pediatric Burn Patients 18. David E. Krause Endowment for Pastoral Care 19. Honorable Nancy E. Judy Endowment for Neurosurgery 20. Marilyn M. Wilson Burn Center Endowment 21. Robbie Nell Williams Endowment 22. Tangeman Family Endowment 23. C.R. and Jo Putteet Education Fund 24. D & J Tang Family Endowment for Mobile Care 25. Muldoon-Hendler Family Fund at Parkland 26. Neonatal Intensive Care Fellowship Fund 27. Quest Capital Fund to Welcome Waiting Families 28. Dr & Mrs Gordan Worsham Fund to Welcome Waiting Families 29. Woody & Penny Young Fund to Welcome Waiting Families 30. John E. & Leslie J. Barnes Endowment for NNICU Support 31. Kevin & Kelvin Johnson Endowment Fund 32. Thomas Dresdyn Slatton for Internal Medicine 33. Parkland/TWU Nursing Alumni Association Endowment 34. Phyllis Bernstein Endowment Fund 35. Janet and John Todd Endowment for Neurocognitive Disorders 36. Shirley L. Pomberg Endowment Fund 37. Alan K. Silverman MD Endowment 38. Dominick J. Olimpio Endowment 39. Sue Pickens Owen Endowment for Community Health 40. Matthew Alexander Adoptive Families Endowment Fund 41. Institute for Clinical Excellence Fund 42. D. and J. Tang Family Endowment for Clinical Innovation 43. Debbie Dudley Branson Endowment Fund 44. Allan A. Saxe Endowment 45. Michael Carl Pishnick Endowment for Diabetic Preventative Care 46. Scott & Cathy Sweet Endowment 47. Ruth T. and Robert E. Glaze Endowment for Pastoral Care 48. Nancy B. C. Weldon Endowment for Geriatric Patients 49. Dr. Alice Smith Endowment for Pastoral Care 50. Ann Stuart, PhD Endowment in Honor of Ray R. Poliakoff 51. Nancy B. C. Weldon Foundation Endowment for Neurocognitive Disorders 52. David Scott Miller MD Endowment 53. Jo and C. R. Putteet Fund to Benefit Ophthalmology 54. Mrs. Dipika & Dr. Hasmukhlal Vankawala Endowment 55. Sons of the Flag Endowment for Burn Care Supplies 56. Dr. Francis W.P. Lee Endowment for Perioperative Nursing Leadership 57. Rupe Foundation Fund to Benefit Obstetrics & Gynecology 58. Jim and Hong Bass Endowment 59. Trauma Nurse Clinician Program Endowment 60. Winifred B Wright Endowment Fund 61. Cochise H Cash Endowment 62. D and J Tang Family Endow for Seizure/Neurological Disorders 63. George E Engdahl Endowment 64. Marilyn Marshall White Endowment 65. Steve & Dessi Davis Anesthesia Advancement Fund 66. Robert Murray MD Endowment 67. Carol A Silverman PhD Endowment 68. Jo Ellen Bogert Endowment 69. Diana Pinson Cunningham Fund to Benefit Pediatric Patients 70. Porsa Endowment Fund 71. Story Family Diabetes Education Endowment 72. Karmarkar Vaidya Fund for Burn Care 73. Mohammed Siddiq Global Behavioral Initiative Endowment 74. Joe & Kristina "Keena" Longo Endowment for Oncology 75. Carrie and Brenton Croley Fund to Benefit Trauma Care 76. Ann and Lamar Lovvorn Endowment 77. Cynthia and Brett Arnoldo Burn Care Fund 78. Sammy & Janice Srivthanakul, MD Parkland Population Health Endowment 79. Anthony C. and Bridget M. De Bruyn Endowment 80. Mauro R. Gonzalez and Mary C. Gonzalez 81. Kline Family Foundation 82. Doug Schaumburg Family Endowment 83. Thomas and Elizabeth Cantrill Endowment Fund 84. Dr. Chelsea Dunn & Mr. Cameron Dunn Endowment Fund 85. The Elder & Mangana Family Endowment 86. Dr. Myron H. & Mrs. Barbara Lord Watkins Endowment 87. Kevin & Debbie Calandro Family Endowment 88. Grace Fincher Diabetes Prevention Program Endowment 89. Drs. Barbara Schultz & Bruce Mickey Endowment 90. Donald Seldin Fund to address Health Disparities Endowment 91. The Hrebec Family Endowment in Memory of Denis G. Hrebec 92. Roth Tran Family Endowment 93. Dreyfuss Family Endowment 94. James & Julia Johnson Endowment Fund 95. Karen & James "Tim Garvey" Patient Safety Endowment 96. Karin Larrave Endowment 97. Brenda Joyce Raine, Psy.D. Endowment 98. Christina Mintner Endowment for Breast Health 99. Mr. & Mrs. Tim Garvey Sparks Peer Support Endowment 100. Claire & Eric Dreyfuss Endowment Fund 101. Donald Cochran MD & Neva Cochran Endowment for Patient Care Training 102. Robert & Barbara Munford for Microbiology & Infection Control Endowment 103. Hairston Cancer Support Endowment 104. Donna K. Crump Endowment Camp I Thonka Chi In most cases, the name of the endowment illustrates the endowment's intended purpose. Endowments where the name does not do so illustrate are used for a purpose furthering the mission of Parkland Foundation. Uncertainty in income taxes schedule D, Part X, line 2: THE FOUNDATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS tax-exempt under Section 501(c)(3) of the Internal Revenue Code, except to the extent it has unrelated business income. For the years ended September 30, 2023 and 2022, the Foundation had no material net unrelated business income. Accordingly, no provision for income taxes has been provided in the accompanying financial statements. The Foundation's public charity status with the IRS is 509(a)(1). The Foundation has concluded that it does not have any unrecognized tax benefits resulting from current tax position. Accordingly, no additional disclosures have been made on the financial statements regarding ASC 740, Income taxes. The Foundation does not have any outstanding interest or penalties, and none have been recorded in the statements of revenues, expenses and changes in net position for the years ended September 30, 2023 and 2022. The Foundation's informational returns filed are generally subject to examination for three years after the later of the due date or date of filing. As a result, the Foundation is no longer subject to income tax examinations by tax authorities for years prior to 2020. X X X X X true Huntsinger Jeffers Inc Direct RESPONSE false 223769 223769 AK AR CA CO DC FL GA HI KY ME MD MI MN MS NV NH NJ NM NY NC ND OH OK OR SC TN UT WA WV WI WY true dallas county hospital district 5200 Harry Hines dallas TX 75235 756004221 501(c)(3) 10534360 FMV Support to PHHS Capital projects and patient programs PARKLAND CENTER FOR CLINICAL INNOVATION 8435 Stemmons Frwym 1150 dallas TX 75247 474707108 501(c)(3) 488992 FMV Technology grant 2 The organization's procedures for monitoring the use of grant funds Schedule I, Part I, Line 2: Prior to disbursing funding, all documentation is reviewed and approved for completeness and appropriateness for the grant purpose. false false false false false false false false false FREDERICK P CERISE MD President & CEO PHS 968812 0 7570 33198 20528 1030108 0 JILL HASSMANN VP OPERATIONS 184942 0 489 10264 195695 0 MELISSA ATKINSON VP OF ADVANCEMENT 207102 0 1527 10381 13246 232256 Marsha Beasley VP of Finance 167814 0 1188 11204 12961 193167 0 Kent Weimer Dir of Estates and Gift Planni 133403 0 1412 8667 7616 151098 MICHAEL HORNE PRESIDENT & CEO FOUNDATION 286131 0 489 17586 0 304206 COMPENSATION METHOD BY RELATED ORGANIZATION SCHEDULE J, PART I, LINE 3: RELATED ORGANIZATION, DALLAS COUNTY HOSPITAL DISTRICT, USES FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: Compensation committee of the Board; Written employment contract; Independent compensation consultant - Milliman; Compensation survey or study - Part of Milliman report; Approval by the board or compensation committee - the Full Board. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 Form 990, Part VI, Line 11a: The 990 is reviewed by the Foundation's Audit Committee and Non-Profit Attorney as well as the external auditor who prepares the audited financial statements. It is also distributed to the Board for review which includes the Foundation's Finance Committee. DESCRIBE THE PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST Form 990, Part VI, Line 12c: The Conflict of Interest statements are required in the annual staff performance review process. Also, annually, board members are required to file conflict of interest statements to the independent auditor as a requirement of the annual audit. Board members are required to recuse themselves from votes where an actUal or perceived conflict of interest exists. process for determining compensation Form 990, Part VI, Line 15a & 15b: As employees are actually employees of Dallas County Hospital District, Dallas County Hospital District approves all compensation paid to staff. A compensation committee at DCHD reviews market data annually in order to determine that salary ranges meet market guidelines and to benchmark against like hospital based foundations. Compensation is reviewed by the compensation committee of DCHD and approved by the Parkland Foundation Board of Directors. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMETS TO GEN PUBLIC Form 990, Part VI, Line 19: Financial Statements are posted to the website. Remaining documents are made available upon request. APPOINTMENT OF GOVERNING BODY FORM 990, PART VI, LINE 7A Dallas County Hospital District dba Parkland Health and Hospital System (PHHS) Board of Managers appoints a majority of the Foundation's directors. DECISIONS RESERVATION FORM 990, PART VI, LINE 7B the Dallas County Hospital District dba Parkland Health and Hospital System (PHHS) Board of Managers has the authority to appoint or remove a majority of the directors and has approval rights over any changes to the Foundation's bylaws. The PHHS CEO has the ability to appoint and remove the Foundation CEO. ISFP HOLDINGS LLC 1341 W Mockingbird Ln Ste1100 DALLAS TX 75227 813113358 charitable TX 1411 parklAND fDN dallas county hospital district(DCHD) 5200 Harry Hines blvd Dallas TX 75235 756004221 Mgmt Svcs TX 501(c)(3) 3 N/A false PARKLAND HLTH&HOSPITAL SYSTEM AUXILIARY 5200 HARRY HINES BLVD DALLAS TX 75235 751662084 VENDING TX 501(C)(3) 12 type iii N/A false PARKLAND COMMUNITY HEALTH PLAN INC 2777 N STEMMONS FWY STE 1750 DALLAS TX 75207 752603847 HEALTHCARE TX 501(C)(4) DCHD true PARKLAND CENTER FOR CLINICAL INNOVATION 8435 N STEMMONS FWY STE 1150 DALLAS TX 75247 455363543 Support DCH TX 501(C)(3) 10 DCHD true false true true false false false false false false false true true false true true true false true true dallas county hospital district(DCHD) 1B 10534360 CASH dallas county hospital district(DCHD) 1c 4473392 cash Parkland Center for Clinical Innovation 1B 488992 CASH