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← CREATE HEALTHY MANAGEMENT

Form 990 for tax year 2024

Filed by CREATE HEALTHY MANAGEMENT.

Totals

Total revenue
$15,688,791
Total expenses
$10,456,882
Contributions and grants received
$4,127,103
Grants paid
$5,393,936
Program service revenue
$2,529,376
Investment income
$8,658,153
Other revenue
$374,159
Total assets, end of year
$176,019,083
Total liabilities, end of year
$4,827,188
Net assets or fund balances, end of year
$171,191,895
Program services expenses (Part IX)
$8,677,916
Management and general expenses
$1,778,966
Fundraising expenses
$0
Program service expenses (Part III)
$8,677,916

Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $4,127,103

  • 2a · Program service revenue: WELLNESS CENTER SERVICE

    total $2,353,017 · related or exempt $2,353,017

  • 2b · Program service revenue: CLIENT RENT REVENUE

    total $176,359 · related or exempt $176,359

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $6,368,832 · excluded $6,368,832

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $193,886,032 · other assets $722,060

  • 7b · Less cost or other basis and sales expenses

    securities $192,318,771

  • 7c · Gain or loss

    securities $1,567,261 · other assets $722,060

  • 7d · Net gain or loss

    total $2,289,321 · excluded $2,289,321

  • 10a · Gross sales of inventory

    $473,439

  • 10b · Cost of goods sold

    $152,002

  • 10c · Net income from sales of inventory

    total $321,437 · related or exempt $321,437

  • 11a · Other revenue: Miscellaneous Revenue

    total $52,722 · related or exempt $52,722

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $52,722

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,229,227 · program services $5,229,227

  • 2 · Grants to domestic individuals

    total $164,709 · program services $164,709

  • 5 · Compensation of officers, directors and key employees

    total $769,876 · program services $622,511 · management and general $147,365

  • 7 · Other salaries and wages

    total $1,414,072 · program services $1,143,399 · management and general $270,673

  • 8 · Pension plan contributions

    total $31,167 · program services $25,201 · management and general $5,966

  • 9 · Other employee benefits

    total $186,207 · program services $150,564 · management and general $35,643

  • 10 · Payroll taxes

    total $194,558 · program services $157,317 · management and general $37,241

  • 11b · Fees: legal

    total $281,762 · program services $118,073 · management and general $163,689

  • 11g · Fees: other

    total $790,187 · program services $331,130 · management and general $459,057 · fundraising $0

  • 12 · Advertising and promotion

    total $203,322 · program services $9,399 · management and general $193,923

  • 16 · Occupancy

    total $305,390 · program services $5,493 · management and general $299,897

  • 17 · Travel

    total $8,778 · program services $7,226 · management and general $1,552

  • 22 · Depreciation, depletion and amortization

    total $426,219 · program services $402,598 · management and general $23,621

  • 23 · Insurance

    total $80,841 · program services $41,240 · management and general $39,601

  • 24a · Other expenses: Supplies

    total $78,501 · program services $64,622 · management and general $13,879

  • 24b · Other expenses: Utilities

    total $75,651 · program services $62,276 · management and general $13,375

  • 24c · Other expenses: Education

    total $45,864 · program services $2,534 · management and general $43,330

  • 24d · Other expenses: Repairs and Maintenance

    total $44,807 · program services $36,885 · management and general $7,922

  • 24e · All other expenses

    total $125,744 · program services $103,512 · management and general $22,232 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,091,501 · end of year $6,525,696

  • 2 · Savings and temporary cash investments

    beginning of year $137,401,735 · end of year $147,139,998

  • 4 · Accounts receivable

    beginning of year $2,915,570 · end of year $726,222

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $118,192 · end of year $89,077

  • 10a · Land, buildings and equipment: cost or other basis

    $14,976,140

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,853,528

  • 10c · Land, buildings and equipment, net

    beginning of year $11,802,892 · end of year $13,122,612

  • 12 · Investments: other securities

    beginning of year $40,934,766

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $4,753,245 · end of year $8,415,478

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,904,712 · end of year $3,920,342

  • 19 · Deferred revenue

    end of year $667,172

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,734,182 · end of year $239,674

  • 27 · Net assets without donor restrictions

    beginning of year $203,379,007 · end of year $171,191,895

  • 28 · Net assets with donor restrictions

    beginning of year $0

Mission and programs · 2024

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.

Activities or mission (Part I)

HEALTH AND WELLNESS IN THE HILL COUNTRY where all can contribute and thrive.

  • 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.

    Expenses $5,393,936 · Grants $5,393,936

  • 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.

    Expenses $3,283,980 · Revenue $2,903,535

As filed on the 2024 return.

Listed in Part VII

  • Chris Schoessow

    Vice-Chair

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Jenny Weiser

    Chair

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Joel Junker

    Secretary

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Carlin Friar

    Director (END: 12/24)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Dan Sechrist

    Director (END: 12/24)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • John Hutcherson

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • John Ramsey

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Royce Hunter

    Director (END: 01/24)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Todd Willingham

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Chris Semmler

    VP of Finance

    Total calculated
    $194,336
    From this org
    $179,981
    From related orgs
    $0
    Other
    $14,355
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $179,981
    Bonus
    $0
    Other
    $0
    Deferred
    $7,200
    Nontaxable benefits
    $7,155
    Filer's total
    $194,336

  • Jayne Pope

    President and CEO

    Total calculated
    $362,130
    From this org
    $337,240
    From related orgs
    $0
    Other
    $24,890
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $337,240
    Bonus
    $0
    Other
    $0
    Deferred
    $13,631
    Nontaxable benefits
    $11,259
    Filer's total
    $362,130

  • Amanda Stevens

    VP of Strategic Philanthropy

    Total calculated
    $204,256
    From this org
    $180,495
    From related orgs
    $0
    Other
    $23,761
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $180,495
    Bonus
    $0
    Other
    $0
    Deferred
    $7,609
    Nontaxable benefits
    $16,152
    Filer's total
    $204,256

  • Dawn Bourgeois

    Wellness Center Director

    Total calculated
    $123,134
    From this org
    $112,624
    From related orgs
    $0
    Other
    $10,510
    Hours/week
    40

  • John Phelps

    Community Engagement Director

    Total calculated
    $114,312
    From this org
    $101,261
    From related orgs
    $0
    Other
    $13,051
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CREATE HEALTHY FOUNDATION

    501(c)(3) · FUNDRAISING · TX · controlled entity

    Directly controlled by CHM

  • FREDERICKSBURG HOSPICE NO 1

    501(c)(3) · HOSPICE · TX · controlled entity

    Directly controlled by CHM

  • FREDERICKSBURG PHYSICIANS NO 2

    501(c)(3) · HEALTHCARE · TX · controlled entity

    Directly controlled by CHM

  • FREDERICKSBURG PHYSICIANS NO 1

    501(c)(3) · HEALTHCARE · TX · controlled entity

    Directly controlled by CHM

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • FREDERICKSBURG ACO LLC

    ACO · TX · income $0 · assets $0

    Directly controlled by CHM

  • MARBLE FALLS ASC LLC

    SURGERY CTR · TX · income $0 · assets $0

    Directly controlled by CHM

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.1
Source object
202543189349300049

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