2024-11-15T10:34:08+00:00 2023-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-01-01 272860109 Fredericksburg Physicians No 1 FRED 8309971297 PO BOX 1339 Fredericksburg TX 78624 Jayne Pope CEO 8309971297 2024-11-15 true Jeanette Verrelli P00742631 9727028262 2024-11-15 2023 2024-10-15 13:58:12Z JAYNE POPE PO BOX 1339 Fredericksburg TX 78624 2973145 false X N/A X 2010 TX TO ENCOURAGE QUALITY HEALTHCARE PROVIDERS TO LOCATE IN THE FREDERICKSBURG AREA TO PROVIDE HEALTHCARE SERVICES TO PATIENTS. X 6 0 19 5 0 0 0 0 10575020 2973145 0 0 174400 0 10749420 2973145 0 0 0 0 14144921 3806434 0 0 0 4448089 1916418 18593010 5722852 -7843590 -2749707 5196787 0 60457386 0 -55260599 0 X CREATE HEALTHY MANAGEMENT'S VISION IS EMPOWER OTHERS, CREATE HEALTHY. THE ORGANIZATION'S VALUES ARE: COMPASSION, OWNERSHIP, INNOVATION, AND EXCELLENCE. false true 4458087 2973145 PROVIDED OUTPATIENT PRIMARY CARE AND RELATED HEALTH SERVICES TO PATIENTS IN THE FREDERICKSBURG AREA. THE ORGANIZATION ALSO HAS VARIOUS SPECIALISTS IN FIELDS SUCH AS ENT, OB/GYN, GASTROENTEROLOGY, GENERAL SURGERY, ORTHOPEDICS, PAIN MANAGEMENT, PODIATRY, PULMONOLOGY, UROLOGY AND VASCULAR CARE WHO PROVIDE SPECIALTY CARE TO PATIENTS IN THE AREA. 4458087 true false false false false false false false false false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false true false true true false false false true 9 0 true 19 true false false false false false false false false false false false false X 6 0 false false false false true true true true true false false true true true true false true false false false X CHRIS SEMMLER 8309971297 101 Ida Mae Drive FREDERICKSBURG TX 78624 MICHAEL ABEL DIRECTOR/PHYSICIAN/CHAIR 39.0 1.0 X X 90738 0 10983 REBECCA TURBEVILLE DIRECTOR/PHYSICIAN/VICE PRES 39.0 1.0 X X 83975 0 15146 ANDREW BOWSER DIRECTOR/PHYSICIAN 39.0 1.0 X 218145 0 20911 BERTHA GAYTAN DIRECTOR/PHYSICIAN 39.0 1.0 X 119536 0 9785 NANCY THOMPSON DIRECTOR 40.0 0 X 116296 0 19480 RALPH MENARD DIRECTOR/PHYSICIAN 39.0 1.0 X 160239 0 20181 JAYNE POPE CEO 0.3 39.5 X 0 789610 29489 SUSAN NEVES CFO 0.3 39.8 X 0 415975 19892 CLINTON KOTAL Chief Integration Officer 15.0 35.0 X 0 417519 20578 CHRISTOPHER FINCKE PHYSICIAN 40.0 0 X 456947 0 20622 CHRISTOPHER L LOVE PHYSICIAN 40.0 0 X 279095 0 20552 GREGORY ANDREASSIAN PHYSICIAN 40.0 0 X 139601 0 20181 ROSE CORTINA Physician 40.0 0 X 134735 0 0 THERESA WEBER PHYSICIAN 40.0 0 X 143532 0 12304 1942839 1623104 240105 10 false true false Eclinical Works LLC P O Box 847950 Boston MA 02284 Billing-Collecting 138877 1 0 NET PATIENT REVENUE 621110 2971561 2971561 CLINIC RENT REVENUE 531120 1584 1584 0 0 0 0 2973145 0 0 0 0 0 0 0 0 0 2973145 2973145 0 0 201352 148821 52531 3104960 2337300 767660 0 0 0 389058 273326 115732 111064 77288 33776 321676 257341 64335 0 20761 20761 70119 27771 42348 228588 171941 56647 1765 1412 353 4230 3384 846 121147 96918 24229 64254 46876 17378 Bad Debt 398843 398843 Unbudgeted Projects 344195 344195 SUPPLIES 290537 232430 58107 DUES AND SUBSCRIPTIONS 47569 38055 9514 2734 2186 548 0 5722852 4458087 1264765 0 107344 1020994 0 0 0 0 74098 0 0 3994351 0 0 0 0 0 5196787 0 779803 0 0 59677583 0 60457386 0 X -55260599 -55260599 0 5196787 0 X -2749707 58010306 X false true X true false X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0.0 0 0 0 0 0 0 Schedule A, Part I, Line 3 REASON FOR PUBLIC CHARITY STATUS FREDERICKSBURG PHYSICIANS NO 1 IS CLASSIFIED AS A HOSPITAL FOR EXEMPT PURPOSES ONLY. THE ORGANIZATION IS NOT A LICENSED HOSPITAL UNDER TEXAS STATE LAW AND THEREFORE NOT REQUIRED TO COMPLETE SCHEDULE H. Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true false false false false false false false false RALPH MENARD DIRECTOR/PHYSICIAN 92714 0 67525 0 0 0 12200 0 7981 0 180421 0 0 0 ANDREW BOWSER DIRECTOR/PHYSICIAN 136251 0 81894 0 0 0 12200 0 8711 0 239056 0 0 0 JAYNE POPE CEO 0 379610 0 0 0 410000 0 18151 0 11337 0 819098 0 0 SUSAN NEVES CFO 0 90975 0 0 0 325000 0 12200 0 7692 0 435867 0 0 CLINTON KOTAL Chief Integration Officer 0 92519 0 0 0 325000 0 12200 0 8378 0 438097 0 0 CHRISTOPHER FINCKE PHYSICIAN 211115 0 245832 0 0 0 12200 0 8422 0 477568 0 0 0 CHRISTOPHER L LOVE PHYSICIAN 155704 0 123391 0 0 0 12200 0 8352 0 299647 0 0 0 GREGORY ANDREASSIAN PHYSICIAN 85188 0 54413 0 0 0 12200 0 7981 0 159782 0 0 0 THERESA WEBER PHYSICIAN 55685 0 87847 0 0 0 12069 0 235 0 155836 0 0 0 Schedule J, Part I, Line 3 EXECUTIVE COMPENSATION CREATE HEALTHY MANAGEMENT, A RELATED ORGANIZATION, DETERMINES COMPENSATION OF THE CEO THROUGH THE USE OF THE FOLLOWING: - COMPENSATION COMMITTEE - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 4a Change-of-Control Payment The Board of Directors consulted with legal counsel and approved retention/change of control payments in advance of the transaction in an effort to retain key senior staff in place for the duration of the transaction. Retention agreements are key elements in such transactions. The loss of key staff during the eighteen months of negotiation, diligence and closing, had the potential to result in an economic loss through either diminished operations or a reduction in the purchase price or both in excess of 10 million dollars. The amount of the retention agreements was confirmed through an independent third party national compensation consultant. The cost of the retention agreements was reasonable and appropriate in light of the material potential enterprise risk. The following individuals received payment: Jayne Pope $410,000 Susan Neves $325,000 Clinton Kotal $325,000 FURNITURE, FIXTURES, AND EQUIPMENT 2023-03-31 3087848 APPRAISALS, FAIR MARKET VALUE 742730328 METHODIST HEALTHCARE SYSTEM P O Box 570 Nashville TN 37202 Limited Liability Partnership ACCOUNTS RECEIVABLE 2023-03-31 822812 ACTUAL COLLECTIONS 742730328 METHODIST HEALTHCARE SYSTEM P O BOX 570 NASHVILLE TN 37202 Limited liability Partnership false true false false Schedule N, Part II, Line 2b Interested person is an employee of ind. contractor of transferee org. Christopher Finke, Physician Christopher Love, Physician Theresa Weber, Physician Rose Cortina, Physician Michael Abel, Physician Andrew Bowser, Physician Ralph Menard, Physician Rebecca Turbeville, Physician Nancy Thompson, Physician Berta Gaytan, Physician Form 990, Part III, Line 3 Significant changes in program services Assets of organization sold to Methodist on 3/31/23. Form 990, Part VI, Line 6 Classes of members or stockholders THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS; THE MEMBER SHALL BE CREATE HEALTHY MANAGEMENT (MEMBER). Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBER, UPON THE APPROVAL OF A MAJORITY OF THE BOARD OF DIRECTORS, SHALL APPOINT THE REQUISITE NUMBER OF DIRECTORS FROM PERSONS WHO MEET ALL QUALIFICATION REQUIREMENTS TO BE A DIRECTOR. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders ACCORDING TO THE BYLAWS, POWERS RESERVED TO THE MEMBER INCLUDE: APPROVAL AND SALES OF REAL PROPERTY; CREATION OF PARTNERSHIPS OR JOINT VENTURES AND DISSOLUTION OR LIQUIDATION, AMONG OTHER POWERS. Form 990, Part VI, Line 11b Review of form 990 by governing body CREATE HEALTHY MANAGEMENT'S BOARD WILL REVIEW THE FORM 990 BEFORE FILING. THE VP of FINANCE DISCUSSES EACH SECTION WITH THE BOARD AND DISCUSSES ANY ISSUES THAT NEED TO BE ADDRESSED FOR FUTURE YEARS. Form 990, Part VI, Line 12c Conflict of interest policy CONFLICT OF INTEREST FORMS ARE COMPLETED BY BOARD MEMBERS, OFFICERS, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND ALL DEPARTMENT DIRECTORS ON AN ANNUAL BASIS. ALL DISCLOSURES ARE REVIEWED BY THE BOARD GOVERNANCE COMMITTEE AND REPORTED TO THE SYSTEM BOARD. BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTING ON ISSUES RELATED TO THEIR CONFLICT. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS INCLUDING BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON REQUEST. FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfer - 58010306; CREATE HEALTHY MANAGEMENT PO BOX 1339 FREDERICKSBURG TX 78624 746083124 HOSPITAL TX 501(c)(3) 3 na false CREATE HEALTHY FOUNDATION PO BOX 1339 FREDERICKSBURG TX 78624 742557105 FUNDRAISING TX 501(c)(3) Type I CHM true FREDERICKSBURG PHYSICIANS NO 2 PO BOX 1339 FREDERICKSBURG TX 78624 262553196 HEALTHCARE TX 501(c)(3) Type I CHM true FREDERICKSBURG HOSPICE NO 1 PO BOX 1339 FREDERICKSBURG TX 78624 742912643 HOSPICE TX 501(c)(3) 3 CHM true false false false false false false false false false false false false false false true true false true false