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Nonprofiteer
← COASTAL BEND WELLNESS FOUNDATION INC

Form 990 for tax year 2022

Filed by COASTAL BEND WELLNESS FOUNDATION INC.

Totals

Total revenue
$17,168,572
Total expenses
$14,257,781
Contributions and grants received
$11,334,265
Grants paid
$0
Program service revenue
$5,561,677
Investment income
$272,630
Other revenue
$0
Total assets, end of year
$21,956,584
Total liabilities, end of year
$1,319,661
Net assets or fund balances, end of year
$20,636,923
Program services expenses (Part IX)
$12,368,061
Management and general expenses
$1,873,717
Fundraising expenses
$16,003
Program service expenses (Part III)
$12,368,061

Program services were 86.7% 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.

  • 1e · Government grants (contributions)

    $11,035,873

  • 1f · All other contributions, gifts and grants

    $298,392

  • 1g · Noncash contributions included above

    $27,245

  • 2a · Program service revenue: PHARMACY PROGRAM INCOME

    total $5,561,677 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $272,630 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,634,378 · program services $1,634,378 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $5,567,105 · program services $4,732,145 · management and general $834,960 · fundraising $0

  • 9 · Other employee benefits

    total $768,454 · program services $660,740 · management and general $107,714 · fundraising $0

  • 10 · Payroll taxes

    total $563,245 · program services $497,203 · management and general $66,042 · fundraising $0

  • 11b · Fees: legal

    total $17,488 · program services $17,488 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $17,788 · program services $16,592 · management and general $1,196 · fundraising $0

  • 13 · Office expenses

    total $20,565 · program services $20,565 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $62,975 · program services $62,975 · management and general $0 · fundraising $0

  • 17 · Travel

    total $176,818 · program services $138,734 · management and general $38,084 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $68,056 · program services $54,745 · management and general $13,311 · fundraising $0

  • 20 · Interest

    total $898 · program services $898 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $352,588 · program services $25,894 · management and general $326,694 · fundraising $0

  • 23 · Insurance

    total $130,992 · program services $71,338 · management and general $59,654 · fundraising $0

  • 24a · Other expenses: EQUIPMENT RENTAL

    total $563 · program services $47 · management and general $516 · fundraising $0

  • 24b · Other expenses: SUPPLIES

    total $1,016,941 · program services $951,809 · management and general $65,132 · fundraising $0

  • 24c · Other expenses: UTILITIES

    total $69,777 · program services $7,387 · management and general $62,390 · fundraising $0

  • 24d · Other expenses: AUTO EXPENSE

    total $20,612 · program services $1,397 · management and general $19,215 · fundraising $0

  • 24e · All other expenses

    total $3,768,538 · program services $3,473,726 · management and general $278,809 · fundraising $16,003

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,859,713 · end of year $10,277,704

  • 3 · Pledges and grants receivable

    beginning of year $1,082,741 · end of year $1,018,857

  • 4 · Accounts receivable

    beginning of year $1,309,128 · end of year $1,448,189

  • 8 · Inventories for sale or use

    beginning of year $268,227 · end of year $392,319

  • 9 · Prepaid expenses and deferred charges

    beginning of year $124,630 · end of year $129,549

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

    $8,162,045

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

    $1,454,788

  • 10c · Land, buildings and equipment, net

    beginning of year $6,087,310 · end of year $6,707,257

  • 15 · Other assets

    beginning of year $1,416,536 · end of year $1,982,709

  • 17 · Accounts payable and accrued expenses

    beginning of year $935,232 · end of year $828,864

  • 19 · Deferred revenue

    beginning of year $51,139 · end of year $137,663

  • 23 · Secured mortgages and notes payable

    beginning of year $435,782 · end of year $353,134

  • 27 · Net assets without donor restrictions

    beginning of year $17,726,132 · end of year $20,636,923

Mission and programs · 2022

Mission

CBWF PROVIDES PRIMARY MEDICAL CARE, HIV SPECIALIZED SERVICES, HIV CASE MANAGEMENT, BEHAVIORAL HEALTH/SUBSTANCE ABUSE SERVICES TO COMMUNITY AS FEDERALLY QUALIFIED HEALTH CENTER. CBWF ALSO PROVIDES TESTING, PREVENTION, CASE MANAGEMENT AND INTERVENTION SERVICES TO TARGETED INDIVIDUALS.

  • CBWF PROVIDES PRIMARY MEDICAL CARE, HIV SPECIALIZED SERVICES, HIV CASE MANAGEMENT, BEHAVIORAL HEALTH/SUBSTANCE ABUSE SERVICES TO COMMUNITY AS FEDERALLY QUALIFIED HEALTH CENTER. CBWF ALSO PROVIDES TESTING, PREVENTION, CASE MANAGEMENT AND INTERVENTION SERVICES TO TARGETED INDIVIDUALS.

    Expenses $12,368,061

As filed on the 2022 return.

Listed in Part VII

  • Liana E Gonzales

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Lee White

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Jane Hamilton PhD

    QA CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kelly Bezio

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rudy Garcia

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Roland Padilla

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sherdeana Owens

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kenny Wood

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Francisco Morales

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Sridhar Anandula

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Eric Spicuzza

    MD

    Total calculated
    $229,908
    From this org
    $229,908
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,908
    Bonus
    $0
    Other
    $0
    Deferred
    $22,490
    Nontaxable benefits
    $0
    Filer's total
    $252,398

  • Bill Hoelscher

    CEO

    Total calculated
    $183,343
    From this org
    $183,343
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,343
    Bonus
    $0
    Other
    $0
    Deferred
    $26,208
    Nontaxable benefits
    $0
    Filer's total
    $209,551

  • Meredith Grantham

    COO

    Total calculated
    $137,680
    From this org
    $137,680
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Rosa Martinez

    NP

    Total calculated
    $124,901
    From this org
    $124,901
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Rolando Perez

    MD

    Total calculated
    $252,748
    From this org
    $252,748
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,749
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $252,749

  • Rhonda Bergey

    CFO

    Total calculated
    $128,471
    From this org
    $128,471
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Patricia Mullan-Waldrop

    NP

    Total calculated
    $126,966
    From this org
    $126,966
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Sandra Seymor

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bonifacio Vega II

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Guerra

    NP

    Total calculated
    $109,741
    From this org
    $109,741
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Augustin De La Garza

    COO

    Total calculated
    $120,164
    From this org
    $120,164
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Virginia Bellamy

    NP

    Total calculated
    $120,459
    From this org
    $120,459
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Alison Johnson

    DIRECTOR OF COMMUNITY OUTREACH

    Total calculated
    $99,997
    From this org
    $99,997
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Roland Padilla

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jerry Cantu

    MEMBER

    Total calculated
    $0
    Hours/week
    1

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 · 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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
20 June 2024
IRS schema version
2022v5.0
Source object
202431909349301058

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