CREATE HEALTHY MANAGEMENT: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CREATE HEALTHY MANAGEMENT (EIN 74-6083124)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349300049
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T06:21:59+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 Dallas Parkway Suite 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746083124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Create Healthy Management | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CREA | BusinessNameControlTxt |
| Phone | 8309971297 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1339 | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78624 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAYNE POPE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8309971297 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew Gray | PreparerPersonNm |
| PTIN | P01517705 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYNE POPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $208,159,564 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.createhealthy.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | HEALTH AND WELLNESS IN THE HILL COUNTRY where all can contribute and thrive. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $161,104 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,127,103 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,940,433 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,529,376 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,719,560 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,658,153 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,608,875 | PYOtherRevenueAmt |
| CY Other Revenue | $374,159 | CYOtherRevenueAmt |
| PY Total Revenue | $68,429,972 | PYTotalRevenueAmt |
| CY Total Revenue | $15,688,791 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,468,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,393,936 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,657,567 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,595,880 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,378,037 | PYOtherExpensesAmt |
| CY Other Expenses | $2,467,066 | CYOtherExpensesAmt |
| PY Total Expenses | $32,504,204 | PYTotalExpensesAmt |
| CY Total Expenses | $10,456,882 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $35,925,768 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,231,909 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $207,017,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $176,019,083 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,638,894 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,827,188 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $203,379,007 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $171,191,895 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Create Healthy is on a mission for health and wellness in our community; Investing in wellness, empowering communities . We are investing in and supporting local programs, organizations, and ventures that align with the priorities of our community and promote health and wellness in the Hill Country. Our vision for the future: A Hill Country where all contribute and thrive. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,393,936 | ExpenseAmt |
| Grant | $5,393,936 | GrantAmt |
| Desc | In collaboration with communities across the Hill Country region, Create Healthy responded to the most pressing health and wellness needs identified by local residents. Through this initiative, Create Healthy invested $5,393,936 to support and strengthen the region. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,283,980 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,903,535 | RevenueAmt |
| Desc | Wellness Center - supports health and well-being through a variety of services and programs. These include access to fitness equipment and exercise classes, health seminars, CPR and first aid training, nutrition education and dietary consultations, health and fitness screenings, free blood pressure checks, and counseling sessions. The center also offers childcare services, youth day camps, and massage therapy. By the end of 2024, the center had 3,572 members and recorded 192,952 program visits. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,677,916 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS SEMMLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8309971297 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Ida Mae Drive | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78624 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Chris Schoessow | |||||||||
| Vice-Chair | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jenny Weiser | |||||||||
| Chair | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joel Junker | |||||||||
| Secretary | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Carlin Friar | |||||||||
| Director (END: 12/24) | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Dan Sechrist | |||||||||
| Director (END: 12/24) | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| John Hutcherson | |||||||||
| Director | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| John Ramsey | |||||||||
| Director | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Royce Hunter | |||||||||
| Director (END: 01/24) | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Todd Willingham | |||||||||
| Director | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Chris Semmler | |||||||||
| VP of Finance | 38.0 | 2.0 | Yes (X) | $179,981 | $0 | $14,355 | |||
| Jayne Pope | |||||||||
| President and CEO | 37.0 | 3.0 | Yes (X) | $337,240 | $0 | $24,890 | |||
| Amanda Stevens | |||||||||
| VP of Strategic Philanthropy | 30.0 | 10.0 | $180,495 | $0 | $23,761 | Yes (X) | |||
| Dawn Bourgeois | |||||||||
| Wellness Center Director | 40.0 | 0.0 | $112,624 | $0 | $10,510 | Yes (X) | |||
| John Phelps | |||||||||
| Community Engagement Director | 40.0 | 0.0 | $101,261 | $0 | $13,051 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $911,601 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $86,567 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FORVIS Mazars LLP | |||||
| P O Box 200870 | Dallas | TX | 753200870 | Accounting and Auditing Services | $169,798 |
| Jordan Johnson Inc | |||||
| 4443 Amandas Cove | San Antonio | TX | 78241 | Business Consulting Services | $165,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,127,103 | RelatedOrganizationsAmt |
| Total Contributions | $4,127,103 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WELLNESS CENTER SERVICE | 624100 | $2,353,017 | $2,353,017 |
| CLIENT RENT REVENUE | 531120 | $176,359 | $176,359 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,529,376 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,368,832 | TotalRevenueColumnAmt |
| Exclusion | $6,368,832 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $193,886,032 | SecuritiesAmt |
| Other | $722,060 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,318,771 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,567,261 | SecuritiesAmt |
| Other | $722,060 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,289,321 | TotalRevenueColumnAmt |
| Exclusion | $2,289,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $473,439 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $152,002 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $321,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $321,437 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $52,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,722 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52,722 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,688,791 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,903,535 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,658,153 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,229,227 | TotalAmt |
| Program Services | $5,229,227 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,709 | TotalAmt |
| Program Services | $164,709 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,876 | TotalAmt |
| Program Services | $622,511 | ProgramServicesAmt |
| Management And General | $147,365 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,072 | TotalAmt |
| Program Services | $1,143,399 | ProgramServicesAmt |
| Management And General | $270,673 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,167 | TotalAmt |
| Program Services | $25,201 | ProgramServicesAmt |
| Management And General | $5,966 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,207 | TotalAmt |
| Program Services | $150,564 | ProgramServicesAmt |
| Management And General | $35,643 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,558 | TotalAmt |
| Program Services | $157,317 | ProgramServicesAmt |
| Management And General | $37,241 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,762 | TotalAmt |
| Program Services | $118,073 | ProgramServicesAmt |
| Management And General | $163,689 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790,187 | TotalAmt |
| Program Services | $331,130 | ProgramServicesAmt |
| Management And General | $459,057 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,322 | TotalAmt |
| Program Services | $9,399 | ProgramServicesAmt |
| Management And General | $193,923 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,390 | TotalAmt |
| Program Services | $5,493 | ProgramServicesAmt |
| Management And General | $299,897 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,778 | TotalAmt |
| Program Services | $7,226 | ProgramServicesAmt |
| Management And General | $1,552 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,219 | TotalAmt |
| Program Services | $402,598 | ProgramServicesAmt |
| Management And General | $23,621 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,841 | TotalAmt |
| Program Services | $41,240 | ProgramServicesAmt |
| Management And General | $39,601 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies | $78,501 | $64,622 | $13,879 |
| Utilities | $75,651 | $62,276 | $13,375 |
| Education | $45,864 | $2,534 | $43,330 |
| Repairs and Maintenance | $44,807 | $36,885 | $7,922 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,744 | TotalAmt |
| Program Services | $103,512 | ProgramServicesAmt |
| Management And General | $22,232 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,456,882 | TotalAmt |
| Program Services | $8,677,916 | ProgramServicesAmt |
| Management And General | $1,778,966 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,091,501 | BOYAmt |
| EOY | $6,525,696 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,401,735 | BOYAmt |
| EOY | $147,139,998 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,915,570 | BOYAmt |
| EOY | $726,222 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,192 | BOYAmt |
| EOY | $89,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,976,140 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,853,528 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,802,892 | BOYAmt |
| EOY | $13,122,612 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,934,766 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,753,245 | BOYAmt |
| EOY | $8,415,478 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,017,901 | BOYAmt |
| EOY | $176,019,083 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,904,712 | BOYAmt |
| EOY | $3,920,342 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $667,172 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,734,182 | BOYAmt |
| EOY | $239,674 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,638,894 | BOYAmt |
| EOY | $4,827,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,379,007 | BOYAmt |
| EOY | $171,191,895 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,379,007 | BOYAmt |
| EOY | $171,191,895 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,017,901 | BOYAmt |
| EOY | $176,019,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,231,909 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,515,745 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$40,934,766 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,758,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,886,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,213,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,900,721 | CurrentTaxYearAmt |
| Total | $25,759,628 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,497,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,052,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,604,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,533,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,055,537 | CurrentTaxYearAmt |
| Total | $298,743,100 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,255,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,939,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,818,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,533,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,956,258 | CurrentTaxYearAmt |
| Total | $324,502,728 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,246,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,185,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,725,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,901,901 | CurrentTaxYearAmt |
| Total | $13,058,616 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,246,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,185,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,725,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,901,901 | CurrentTaxYearAmt |
| Total | $13,058,616 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $311,444,112 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $721,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,520,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,581,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,257,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,595,214 | CurrentTaxYearAmt |
| Total | $17,676,439 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $721,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,520,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,581,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,257,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,595,214 | CurrentTaxYearAmt |
| Total | $17,676,439 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,123 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $22,466 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,978,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,460,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,404,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,806,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,551,472 | CurrentTaxYearAmt |
| Total | $342,201,633 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91012 | PublicSupportCY509Pct |
| Public Support PY509 | 0 | PublicSupportPY509Pct |
| Investment Income CY | 0.05 | InvestmentIncomeCYPct |
| Investment Income PY | 0 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 1066.0, COLUMN B - 1073.0, COLUMN C - 4204.0, COLUMN D - 16123.0, COLUMN E - , COLUMN F - 22466.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,016,143 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,247,924 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $28,564,067 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,422,665 | BeginningYearBalanceAmt |
| Contributions | $1,524,910 | ContributionsAmt |
| Investment Earnings Or Losses | $4,071,399 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,831 | OtherExpendituresAmt |
| End Year Balance | $25,016,143 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,315,719 | BeginningYearBalanceAmt |
| Contributions | $14,850 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,318,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $589,538 | OtherExpendituresAmt |
| End Year Balance | $19,422,665 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,012,569 | BeginningYearBalanceAmt |
| Contributions | $20,555 | ContributionsAmt |
| Investment Earnings Or Losses | $3,534,951 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $252,356 | OtherExpendituresAmt |
| End Year Balance | $24,315,719 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,879,729 | BeginningYearBalanceAmt |
| Contributions | $7,535 | ContributionsAmt |
| Investment Earnings Or Losses | $2,307,819 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $182,514 | OtherExpendituresAmt |
| End Year Balance | $21,012,569 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,265,821 | OtherCostOrOtherBasisAmt |
| Book Value | $5,265,821 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,499,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,550,626 | DepreciationAmt |
| Book Value | $6,948,779 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,210,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,902 | DepreciationAmt |
| Book Value | $908,012 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,122,612 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Lease Liability | $239,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $239,674 | TotalLiabilityAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Create Healthy Foundation holds and maintains Endowment funds for the benefit of certain community needs. Certain endowments are Board directed, while others are donor restricted. Endowment funds are designated for equipment and technology, nurse stipends, scholarships, health related professional certifications, and stroke education and awareness. Additionally there are several unrestricted endowment funds. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| Bethany Lutheran Church Preschool | ||||||
| 110 W Austin Street | Fredericksburg | TX | 78624 | 741246245 | $1,600,000 | Construction of Childcare facility |
| Little Hearts Child Development Center | ||||||
| PO Box 2107 | Fredericksburg | TX | 78624 | 920825896 | $771,786 | General Support of Op Ex costs at Startup |
| Fredericksburg Community Health Ctr | ||||||
| 140 Industrial Loop | Fredericksburg | TX | 786245459 | 912129853 | $545,000 | Construction of Expansion and General Support |
| Fredericksburg Independent School District | ||||||
| 234 Friendship Lane | Fredericksburg | TX | 78624 | 746000876 | $294,000 | Playground Equipment |
| Hill Country Community MHMR Center | ||||||
| 819 Water Street | Kerrville | TX | 78028 | 742822017 | $195,269 | Support - Mental Health |
| Texas Wine Auction Foundation | ||||||
| PO Box 3404 | Fredericksburg | TX | 78624 | 873707415 | $175,000 | Support - Healthcare for Workers |
| Llano Independent School District | ||||||
| 1400 Oatman St | Llano | TX | 78643 | 746001628 | $80,000 | Playground Equipment |
| Mason United Methodist Church | ||||||
| PO Box 86 | Mason | TX | 76856 | 742297735 | $129,324 | Support - Childcare Expansion |
| Fredericksburg Academic Boosters Inc | ||||||
| PO Box 1171 | Fredericksburg | TX | 786241171 | 742689298 | $126,700 | Scholarships in Healthcare Fields |
| The Grace Center of Fredericksburg | ||||||
| PO Box 3433 | Fredericksburg | TX | 78624 | 352639189 | $122,500 | General Support |
| Blanco Independent School District | ||||||
| 814 11th Street | Blanco | TX | 78606 | 746014528 | $102,000 | Playground Equipment |
| Caritas Family Assistance Network Inc | ||||||
| PO Box 2801 | Fredericksburg | TX | 78624 | 933428346 | $84,000 | General Support |
| Comfort Independent School District | ||||||
| 517 Second Street | Comfort | TX | 78013 | 746000548 | $95,000 | Playground Equipment |
| Boys & Girls Club Of The Highland Lake | ||||||
| 1701 Broadway St | Marble Falls | TX | 786544965 | 742907284 | $80,000 | General Support |
| St Mary's Catholic School | ||||||
| 202 South Orange | Fredericksburg | TX | 78624 | 742939042 | $75,000 | Playground Equipment |
| Boys And Girls Club Of The Texas Hill Country | ||||||
| PO Box 2307 | Fredericksburg | TX | 78624 | 742758055 | $66,000 | General Support |
| Mason Independent School District | ||||||
| PO Box 410 | Mason | TX | 76856 | 746001708 | $71,000 | Playground Equipment |
| Johnson City Independent School District | ||||||
| PO Box 498 | Johnson City | TX | 78636 | 746016254 | $63,000 | Playground Equipment |
| Llano ISD Educational Foundation | ||||||
| 1400 Oatman St | Llano | TX | 78643 | 471403659 | $51,700 | Scholarships in Healthcare Fields |
| Fredericksburg ISD Education Foundation | ||||||
| 901 S Adams St | Fredericksburg | TX | 786244509 | 825436079 | $51,616 | General Support |
| Gillespie County Committee On Aging | ||||||
| 1009 N Lincoln St | Fredericksburg | TX | 78624 | 741930212 | $50,000 | General Support |
| Harper Independent School District | ||||||
| 23122 US-290 Main Street | Harper | TX | 78631 | 746001066 | $58,000 | Playground Equipment |
| San Antonio Food Bank Inc | ||||||
| 5200 Historic Old Highway 90 | San Antonio | TX | 78227 | 742122979 | $50,000 | Support - Local Delivery of Mobile Food Pantry |
| Comfort Golden Age Center Foundation | ||||||
| PO Box 356 | Comfort | TX | 780130356 | 742501265 | $20,000 | Support - Meals for Seniors |
| Gaddis United Methodist Church | ||||||
| PO Box 566 | Fredericksburg | TX | 78013 | $37,500 | Scholarships in Healthcare Fields | |
| Blanco Education Foundation | ||||||
| PO Box 331 | Blanco | TX | 786060331 | 824122334 | $34,200 | Scholarships in Healthcare Fields |
| Hill Country Community Needs Council | ||||||
| PO Box 73 | Fredericksburg | TX | 78624 | 742276776 | $33,000 | General Support |
| Harper ISD Parent Teacher Organization Inc | ||||||
| PO Box 68 | Harper | TX | 786310068 | 900369685 | $25,400 | Scholarships in Healthcare Fields |
| Community Foundation Of The Texas Hill Country Inc | ||||||
| 241 Earl Garrett St | Kerrville | TX | 780285304 | 742225369 | $25,000 | Police Dept Housing Fund |
| Hill Country Daily Bread Ministries | ||||||
| 38 Cascade Caverns Road | Boerne | TX | 78015 | 300148195 | $25,000 | Food Security |
| Kindernest Montessori School | ||||||
| 113 E San Antonio St | Fredericksburg | TX | 78624 | 746052262 | $25,000 | Childcare Support |
| Johnson City Community Education Foundation | ||||||
| PO Box 1248 | Johnson City | TX | 786361248 | 742474513 | $23,800 | Scholarships in Healthcare Fields |
| Mason ISD Scholarship Foundation | ||||||
| PO Box 489 | Mason | TX | 76856 | 463793843 | $22,900 | Scholarships in Healthcare Fields |
| Fredericksburg Parks Foundation | ||||||
| PO Box 3066 | Fredericksburg | TX | 78624 | 923170790 | $19,100 | General Support |
| Fredericksburg Rotary Club Foundation Inc | ||||||
| PO Box 1006 | Fredericksburg | TX | 786241006 | 272502522 | $19,000 | Scholarships in Healthcare Fields and General Support |
| Heritage Family School | ||||||
| 310 Smokehouse Rd | Fredericksburg | TX | 78624 | 742709925 | $22,000 | Playground Equipment |
| Ambleside School of Fredericksburg | ||||||
| 406 Post Oak Rd | Fredericksburg | TX | 78624 | 203315666 | $17,000 | Playground Equipment |
| Hill Country CASA Inc | ||||||
| PO Box 290965 | Kerrville | TX | 78209 | 742551029 | $15,000 | General Support |
| NAMI Texas Inc | ||||||
| PO Box 300817 | Austin | TX | 78703 | 742380175 | $11,801 | General Support - Mental Health |
| Friends Of The Written Word Inc | ||||||
| PO Box 841 | Fredericksburg | TX | 78624 | 992603451 | $10,000 | General Support |
| Lights Spectacular Hill Country Style Inc | ||||||
| PO Box 254 | Johnson City | TX | 786360254 | 311608935 | $10,000 | General Support - Healthy Living |
| Texas Ramp Project | ||||||
| PO Box 832065 | Richardson | TX | 75083 | 331139484 | $10,000 | Support - Elderly Access |
| Morning Hope Ministries | ||||||
| PO Box 1611 | Mason | TX | 76856 | 852834534 | $9,270 | General Support |
| Undue Medical Debt | ||||||
| 28-07 Jackson Ave | Long Island City | NY | 11101 | 471442997 | $6,200 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 44 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Health improvement program | 173 | $122,336 | COST OF STAFF, LABS AND VALUE OF MEMBERSHIPS | FREE MEMBERSHIP IN HYPERTENSION MANAGEMENT PROGRAM |
| Gym Club Membership | 57 | $25,380 | VALUE OF MEMBERSHIPS AT RETAIL | FREE MEMBERSHIP PROVIDED TO LAW ENFORCEMENT AND EMS PERSONNEL |
| Youth Camp | 87 | $16,993 | CAMP PROGRAM FEES | FREE MEMBERSHIP TO SEASONAL SPORTS CAMP |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III, Column (b) Estimated Number Of Recipients | Health improvement program : ACTUAL NUMBER OF REGISTERED PARTICIPANTS |
| Schedule I, Part III, Column (b) Estimated Number Of Recipients | Gym Club Membership : ACTUAL NUMBER OF REGISTERED PARTICIPANTS |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | Create Healthy partners with organizations which receive grant funding to review reports outlining how they used the grant funds received. These reports include key data points and are provided to Create Healthy at least annually and at the conclusion of their grant period. These reports are reviewed by the Create Healthy Councils and leadership and in aggregate by the Create Healthy Board. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jayne Pope | ||||||||||||||
| President and CEO | $337,240 | $0 | $0 | $0 | $0 | $0 | $13,631 | $0 | $11,259 | $0 | $362,130 | $0 | $0 | $0 |
| Chris Semmler | ||||||||||||||
| VP of Finance | $179,981 | $0 | $0 | $0 | $0 | $0 | $7,200 | $0 | $7,155 | $0 | $194,336 | $0 | $0 | $0 |
| Amanda Stevens | ||||||||||||||
| VP of Strategic Philanthropy | $180,495 | $0 | $0 | $0 | $0 | $0 | $7,609 | $0 | $16,152 | $0 | $204,256 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee shall consist of the chairman, vice chairman, secretary. The CEO shall be ex-officio, non-voting member of the Executive Committee. The Committee shall have the power to transact business of the corporation and the organization subject to any prior limitation imposed by the Board. The Executive Committee shall have such additional duties and responsibilities as may be set forth in the bylaws. Minutes of the Executive Committee meetings shall be submitted to the Board and its actions shall be brought to the Board at the next regular meeting for ratification. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Create Healthy Management Board Members are provided electronic access to the form 990 in advance of a Board meeting. Formal review is then held at a meeting prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Conflict of interest forms are completed by Board Members, officers, key employees, and highly compensated employees on an annual basis. All disclosures are reviewed by the board governance committee and reported to the board. Board Members must recuse themselves from voting on issues related to their conflict. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The independent Board reviews relevant wage survey and data to determine CEO compensation. Data and surveys are supplied by a national compensation firm that specializes in compensation consulting. The compensation evaluation process is as follows: The CEO compensation is set by the Independent Board of Directors. Salary is accounted for the size and complexity of the organization and the knowledge and experience of the employee. All salaries are reflective of the market data utilized. Leadership compensation is reviewed annually by the audit and finance committee and the board of directors. The most recent review was approved in December 2024 and was documented through board meeting minutes. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | All leadership positions were evaluated utilizing data from a national compensation consulting firm to ensure all salaries are reflective of the market and the complexity of the organization as well as the knowledge and experience of the employee. The budgets are then approved by the independent Audit & Finance Committe and the Board of Directors. which was documented through board meeting minutes. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization values transparency and accountability. Upon request, copies of key governing documents are available to the public. Additionally, anyone can request our IRS Form 990, exemption application, and IRS determination letter, helping community members understand our mission and finances. While full financial reports are not publicly distributed, highlights and summary financial information can always be found in our annual report to the community, so supporters and stakeholders can see our impact. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in Interest in Net Assets of Create Healthy Foundation - -40934766; Total - -40934766; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICKSBURG ACO LLC | |||||||||
| PO BOX 1339 | FREDERICKSBURG | TX | 78624 | 833115572 | ACO | TX | $0 | $0 | CHM |
| MARBLE FALLS ASC LLC | |||||||||
| PO BOX 1339 | FREDERICKSBURG | TX | 78624 | 331039828 | SURGERY CTR | TX | $0 | $0 | CHM |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CREATE HEALTHY FOUNDATION | ||||||||||
| PO BOX 1339 | FREDERICKSBURG | TX | 78624 | 742557105 | FUNDRAISING | TX | 501(c)(3) | Type I | CHM | Yes (true) |
| FREDERICKSBURG HOSPICE NO 1 | ||||||||||
| PO BOX 1339 | FREDERICKSBURG | TX | 78624 | 174291264 | HOSPICE | TX | 501(c)(3) | 3 | CHM | Yes (true) |
| FREDERICKSBURG PHYSICIANS NO 2 | ||||||||||
| PO BOX 1339 | FREDERICKSBURG | TX | 78624 | 226255319 | HEALTHCARE | TX | 501(c)(3) | Type I | CHM | Yes (true) |
| FREDERICKSBURG PHYSICIANS NO 1 | ||||||||||
| PO BOX 1339 | FREDERICKSBURG | TX | 78624 | 127286010 | HEALTHCARE | TX | 501(c)(3) | 3 | CHM | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Create Healthy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $4,127,103 | InvolvedAmt |
| Method Of Amount Determination | Cash Contribution | MethodOfAmountDeterminationTxt |