2025-11-14T06:21:59+00:00 2024-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-01-01 746083124 Create Healthy Management CREA 8309971297 PO BOX 1339 FREDERICKSBURG TX 78624 JAYNE POPE CEO 8309971297 2025-11-14 true Andrew Gray P01517705 9727028262 2025-11-17 2024 2025-03-06 01:10:19Z JAYNE POPE 208159564 false X www.createhealthy.org X 1994 TX HEALTH AND WELLNESS IN THE HILL COUNTRY where all can contribute and thrive. 6 6 53 25 0 161104 4127103 21940433 2529376 41719560 8658153 4608875 374159 68429972 15688791 2468600 5393936 0 11657567 2595880 0 0 18378037 2467066 32504204 10456882 35925768 5231909 207017901 176019083 3638894 4827188 203379007 171191895 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. false false 5393936 5393936 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. 3283980 0 2903535 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. 8677916 true true false false false false false false false true true false false false true false false true false false false false false false false false false true true true false false false false false false false false false false false false false false true true true true false false true 50 0 true 53 true false false false false false false false false false false false false X 6 6 false false false false false false false true true false false false true true true true true true true true false false X CHRIS SEMMLER 8309971297 101 Ida Mae Drive FREDERICKSBURG TX 78624 Chris Schoessow Vice-Chair 0.5 0.5 X X 0 0 0 Jenny Weiser Chair 0.5 0.5 X X 0 0 0 Joel Junker Secretary 0.5 0.5 X X 0 0 0 Carlin Friar Director (END: 12/24) 0.5 0.5 X 0 0 0 Dan Sechrist Director (END: 12/24) 0.5 0.5 X 0 0 0 John Hutcherson Director 0.5 0.5 X 0 0 0 John Ramsey Director 0.5 0.5 X 0 0 0 Royce Hunter Director (END: 01/24) 0.5 0.5 X 0 0 0 Todd Willingham Director 0.5 0.5 X 0 0 0 Chris Semmler VP of Finance 38.0 2.0 X 179981 0 14355 Jayne Pope President and CEO 37.0 3.0 X 337240 0 24890 Amanda Stevens VP of Strategic Philanthropy 30.0 10.0 X 180495 0 23761 Dawn Bourgeois Wellness Center Director 40.0 0.0 X 112624 0 10510 John Phelps Community Engagement Director 40.0 0.0 X 101261 0 13051 911601 0 86567 5 false true false FORVIS Mazars LLP P O Box 200870 Dallas TX 753200870 Accounting and Auditing Services 169798 Jordan Johnson Inc 4443 Amandas Cove San Antonio TX 78241 Business Consulting Services 165202 2 4127103 4127103 WELLNESS CENTER SERVICE 624100 2353017 2353017 CLIENT RENT REVENUE 531120 176359 176359 0 0 0 0 2529376 6368832 6368832 0 0 193886032 722060 192318771 1567261 722060 2289321 2289321 473439 152002 321437 321437 Miscellaneous Revenue 900099 52722 52722 0 0 0 0 52722 15688791 2903535 0 8658153 5229227 5229227 164709 164709 769876 622511 147365 1414072 1143399 270673 31167 25201 5966 186207 150564 35643 194558 157317 37241 281762 118073 163689 790187 331130 459057 0 203322 9399 193923 305390 5493 299897 8778 7226 1552 426219 402598 23621 80841 41240 39601 Supplies 78501 64622 13879 Utilities 75651 62276 13375 Education 45864 2534 43330 Repairs and Maintenance 44807 36885 7922 125744 103512 22232 0 10456882 8677916 1778966 0 9091501 6525696 137401735 147139998 2915570 726222 0 0 0 0 0 118192 89077 14976140 1853528 11802892 13122612 40934766 0 4753245 8415478 207017901 176019083 1904712 3920342 667172 0 0 1734182 239674 3638894 4827188 X 203379007 171191895 0 203379007 171191895 207017901 176019083 X 5231909 3515745 -40934766 X false true true false X 7758654 8886260 7213993 0 1900721 25759628 83497096 90052897 95604385 26533185 3055537 298743100 0 0 0 91255750 98939157 102818378 26533185 4956258 324502728 2246500 2185210 6725005 0 1901901 13058616 0 0 0 0 0 0 2246500 2185210 6725005 0 1901901 13058616 311444112 721807 1520443 1581799 5257176 8595214 17676439 0 721807 1520443 1581799 5257176 8595214 17676439 0 1066 1073 4204 16123 0 22466 91978623 100460673 104404381 31806484 13551472 342201633 0.91012 0 0.05 0 X Schedule A, Part III, Line 12 Other Income 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25016143 300000 3247924 28564067 19422665 1524910 4071399 2831 25016143 24315719 14850 -4318366 589538 19422665 21012569 20555 3534951 252356 24315719 18879729 7535 2307819 182514 21012569 0.21 0.38 0.41 false true true 5265821 5265821 8499405 1550626 6948779 1210914 302902 908012 13122612 Federal Income Taxes Lease Liability 239674 239674 0 0 0 0 0 0 0 0 0 0 0 0 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. true Bethany Lutheran Church Preschool 110 W Austin Street Fredericksburg TX 78624 741246245 1600000 Construction of Childcare facility Little Hearts Child Development Center PO Box 2107 Fredericksburg TX 78624 920825896 771786 General Support of Op Ex costs at Startup Fredericksburg Community Health Ctr 140 Industrial Loop Fredericksburg TX 786245459 912129853 545000 Construction of Expansion and General Support Fredericksburg Independent School District 234 Friendship Lane Fredericksburg TX 78624 746000876 294000 Playground Equipment Hill Country Community MHMR Center 819 Water Street Kerrville TX 78028 742822017 195269 Support - Mental Health Texas Wine Auction Foundation PO Box 3404 Fredericksburg TX 78624 873707415 175000 Support - Healthcare for Workers Llano Independent School District 1400 Oatman St Llano TX 78643 746001628 80000 Playground Equipment Mason United Methodist Church PO Box 86 Mason TX 76856 742297735 129324 Support - Childcare Expansion Fredericksburg Academic Boosters Inc PO Box 1171 Fredericksburg TX 786241171 742689298 126700 Scholarships in Healthcare Fields The Grace Center of Fredericksburg PO Box 3433 Fredericksburg TX 78624 352639189 122500 General Support Blanco Independent School District 814 11th Street Blanco TX 78606 746014528 102000 Playground Equipment Caritas Family Assistance Network Inc PO Box 2801 Fredericksburg TX 78624 933428346 84000 General Support Comfort Independent School District 517 Second Street Comfort TX 78013 746000548 95000 Playground Equipment Boys & Girls Club Of The Highland Lake 1701 Broadway St Marble Falls TX 786544965 742907284 80000 General Support St Mary's Catholic School 202 South Orange Fredericksburg TX 78624 742939042 75000 Playground Equipment Boys And Girls Club Of The Texas Hill Country PO Box 2307 Fredericksburg TX 78624 742758055 66000 General Support Mason Independent School District PO Box 410 Mason TX 76856 746001708 71000 Playground Equipment Johnson City Independent School District PO Box 498 Johnson City TX 78636 746016254 63000 Playground Equipment Llano ISD Educational Foundation 1400 Oatman St Llano TX 78643 471403659 51700 Scholarships in Healthcare Fields Fredericksburg ISD Education Foundation 901 S Adams St Fredericksburg TX 786244509 825436079 51616 General Support Gillespie County Committee On Aging 1009 N Lincoln St Fredericksburg TX 78624 741930212 50000 General Support Harper Independent School District 23122 US-290 Main Street Harper TX 78631 746001066 58000 Playground Equipment San Antonio Food Bank Inc 5200 Historic Old Highway 90 San Antonio TX 78227 742122979 50000 Support - Local Delivery of Mobile Food Pantry Comfort Golden Age Center Foundation PO Box 356 Comfort TX 780130356 742501265 20000 Support - Meals for Seniors Gaddis United Methodist Church PO Box 566 Fredericksburg TX 78013 37500 Scholarships in Healthcare Fields Blanco Education Foundation PO Box 331 Blanco TX 786060331 824122334 34200 Scholarships in Healthcare Fields Hill Country Community Needs Council PO Box 73 Fredericksburg TX 78624 742276776 33000 General Support Harper ISD Parent Teacher Organization Inc PO Box 68 Harper TX 786310068 900369685 25400 Scholarships in Healthcare Fields Community Foundation Of The Texas Hill Country Inc 241 Earl Garrett St Kerrville TX 780285304 742225369 25000 Police Dept Housing Fund Hill Country Daily Bread Ministries 38 Cascade Caverns Road Boerne TX 78015 300148195 25000 Food Security Kindernest Montessori School 113 E San Antonio St Fredericksburg TX 78624 746052262 25000 Childcare Support Johnson City Community Education Foundation PO Box 1248 Johnson City TX 786361248 742474513 23800 Scholarships in Healthcare Fields Mason ISD Scholarship Foundation PO Box 489 Mason TX 76856 463793843 22900 Scholarships in Healthcare Fields Fredericksburg Parks Foundation PO Box 3066 Fredericksburg TX 78624 923170790 19100 General Support Fredericksburg Rotary Club Foundation Inc PO Box 1006 Fredericksburg TX 786241006 272502522 19000 Scholarships in Healthcare Fields and General Support Heritage Family School 310 Smokehouse Rd Fredericksburg TX 78624 742709925 22000 Playground Equipment Ambleside School of Fredericksburg 406 Post Oak Rd Fredericksburg TX 78624 203315666 17000 Playground Equipment Hill Country CASA Inc PO Box 290965 Kerrville TX 78209 742551029 15000 General Support NAMI Texas Inc PO Box 300817 Austin TX 78703 742380175 11801 General Support - Mental Health Friends Of The Written Word Inc PO Box 841 Fredericksburg TX 78624 992603451 10000 General Support Lights Spectacular Hill Country Style Inc PO Box 254 Johnson City TX 786360254 311608935 10000 General Support - Healthy Living Texas Ramp Project PO Box 832065 Richardson TX 75083 331139484 10000 Support - Elderly Access Morning Hope Ministries PO Box 1611 Mason TX 76856 852834534 9270 General Support Undue Medical Debt 28-07 Jackson Ave Long Island City NY 11101 471442997 6200 General Support 44 0 Health improvement program 173 122336 COST OF STAFF, LABS AND VALUE OF MEMBERSHIPS FREE MEMBERSHIP IN HYPERTENSION MANAGEMENT PROGRAM Gym Club Membership 57 25380 VALUE OF MEMBERSHIPS AT RETAIL FREE MEMBERSHIP PROVIDED TO LAW ENFORCEMENT AND EMS PERSONNEL Youth Camp 87 16993 CAMP PROGRAM FEES FREE MEMBERSHIP TO SEASONAL SPORTS CAMP 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. X X X false false false false false false false false false Jayne Pope President and CEO 337240 0 0 0 0 0 13631 0 11259 0 362130 0 0 0 Chris Semmler VP of Finance 179981 0 0 0 0 0 7200 0 7155 0 194336 0 0 0 Amanda Stevens VP of Strategic Philanthropy 180495 0 0 0 0 0 7609 0 16152 0 204256 0 0 0 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; 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 CREATE HEALTHY FOUNDATION PO BOX 1339 FREDERICKSBURG TX 78624 742557105 FUNDRAISING TX 501(c)(3) Type I CHM true FREDERICKSBURG HOSPICE NO 1 PO BOX 1339 FREDERICKSBURG TX 78624 174291264 HOSPICE TX 501(c)(3) 3 CHM true FREDERICKSBURG PHYSICIANS NO 2 PO BOX 1339 FREDERICKSBURG TX 78624 226255319 HEALTHCARE TX 501(c)(3) Type I CHM true FREDERICKSBURG PHYSICIANS NO 1 PO BOX 1339 FREDERICKSBURG TX 78624 127286010 HEALTHCARE TX 501(c)(3) 3 CHM true false false true false false false false false false false false false false true true true true true true Create Healthy Foundation C 4127103 Cash Contribution