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Nonprofiteer
← COASTAL BEND WELLNESS FOUNDATION INC

Form 990 for tax year 2024

Filed by COASTAL BEND WELLNESS FOUNDATION INC.

Totals

Total revenue
$19,135,326
Total expenses
$13,955,744
Contributions and grants received
$10,175,636
Grants paid
$0
Program service revenue
$8,456,851
Investment income
$502,839
Other revenue
$0
Total assets, end of year
$30,856,995
Total liabilities, end of year
$1,245,413
Net assets or fund balances, end of year
$29,611,582
Program services expenses (Part IX)
$11,732,629
Management and general expenses
$2,223,115
Fundraising expenses
$0
Program service expenses (Part III)
$11,732,629

Program services were 84.1% 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)

    $9,875,914

  • 1f · All other contributions, gifts and grants

    $299,722

  • 2a · Program service revenue: PHARMACY PROGRAM INCOME

    total $8,456,851 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $502,839 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,545,212 · program services $1,545,212 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $4,922,204 · program services $3,867,501 · management and general $1,054,703 · fundraising $0

  • 9 · Other employee benefits

    total $842,014 · program services $722,567 · management and general $119,447 · fundraising $0

  • 10 · Payroll taxes

    total $538,535 · program services $459,422 · management and general $79,113 · fundraising $0

  • 11b · Fees: legal

    total $1,370 · program services $1,370 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $27,942 · program services $25,807 · management and general $2,135 · fundraising $0

  • 16 · Occupancy

    total $59,666 · program services $59,666 · management and general $0 · fundraising $0

  • 17 · Travel

    total $102,765 · program services $85,866 · management and general $16,899 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $34,138 · program services $25,153 · management and general $8,985 · fundraising $0

  • 20 · Interest

    total $83 · program services $83 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $401,358 · program services $16,679 · management and general $384,679 · fundraising $0

  • 23 · Insurance

    total $171,681 · program services $81,991 · management and general $89,690 · fundraising $0

  • 24a · Other expenses: EQUIPMENT RENTAL

    total $587 · program services $0 · management and general $587 · fundraising $0

  • 24b · Other expenses: SUPPLIES

    total $1,303,872 · program services $1,253,094 · management and general $50,778 · fundraising $0

  • 24c · Other expenses: UTILITIES

    total $108,638 · program services $6,533 · management and general $102,105 · fundraising $0

  • 24d · Other expenses: AUTO EXPENSE

    total $17,668 · program services $0 · management and general $17,668 · fundraising $0

  • 24e · All other expenses

    total $3,878,011 · program services $3,581,685 · management and general $296,326 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,742,685 · end of year $14,311,292

  • 3 · Pledges and grants receivable

    beginning of year $961,033 · end of year $1,113,326

  • 4 · Accounts receivable

    beginning of year $1,411,865 · end of year $1,492,252

  • 8 · Inventories for sale or use

    beginning of year $381,578 · end of year $526,021

  • 9 · Prepaid expenses and deferred charges

    beginning of year $153,525 · end of year $113,786

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

    $9,176,657

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

    $2,264,752

  • 10c · Land, buildings and equipment, net

    beginning of year $6,377,036 · end of year $6,911,905

  • 15 · Other assets

    beginning of year $2,454,478 · end of year $6,388,413

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,074,805 · end of year $948,213

  • 19 · Deferred revenue

    beginning of year $2,001 · end of year $124,389

  • 23 · Secured mortgages and notes payable

    beginning of year $262,971 · end of year $172,811

  • 27 · Net assets without donor restrictions

    beginning of year $24,142,423 · end of year $29,611,582

Mission and programs · 2024

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 $11,732,629

As filed on the 2024 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

  • Roland Padilla

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sherdeana Owens

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kenny Woods

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Francisco Morales

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Eric Spicuzza

    MD

    Total calculated
    $238,478
    From this org
    $238,478
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,178
    Bonus
    $400
    Other
    $0
    Deferred
    $11,929
    Nontaxable benefits
    $0
    Filer's total
    $250,507

  • Bill Hoelscher

    CEO

    Total calculated
    $233,600
    From this org
    $233,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,000
    Bonus
    $3,600
    Other
    $0
    Deferred
    $11,058
    Nontaxable benefits
    $0
    Filer's total
    $244,658

  • Meredith Grantham

    COO

    Total calculated
    $160,580
    From this org
    $160,580
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,280
    Bonus
    $3,300
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $160,580

  • Susannah Alba-Padron

    NP

    Total calculated
    $171,418
    From this org
    $171,418
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,419
    Bonus
    $100
    Other
    $0
    Deferred
    $7,624
    Nontaxable benefits
    $0
    Filer's total
    $179,143

  • Rolando Perez

    MD

    Total calculated
    $260,400
    From this org
    $260,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,000
    Bonus
    $400
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $260,400

  • Katherine Hansard Clarkson

    CFO

    Total calculated
    $154,826
    From this org
    $154,826
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,726
    Bonus
    $100
    Other
    $0
    Deferred
    $7,741
    Nontaxable benefits
    $0
    Filer's total
    $162,567

  • Peter Desopo

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ron Kanipes

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Davy Shepherd

    MD

    Total calculated
    $188,510
    From this org
    $188,510
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,510
    Bonus
    $0
    Other
    $0
    Deferred
    $9,426
    Nontaxable benefits
    $0
    Filer's total
    $197,936

  • Augustin De La Garza

    COO

    Total calculated
    $137,400
    From this org
    $137,400
    From related orgs
    $0
    Other
    $0
    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

None.

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
2024
Filed
20 May 2026
IRS schema version
2024v5.2
Source object
202641609349300834

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