Form 990 for tax year 2024
Filed by CREATE HEALTHY FOUNDATION.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2024 , filed 21 August 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $2,891,863
- Total expenses
- $4,428,141
- Contributions and grants received
- $664,640
- Grants paid
- $4,127,103
- Program service revenue
- $0
- Investment income
- $2,226,382
- Other revenue
- $841
- Total assets, end of year
- $41,983,691
- Total liabilities, end of year
- $1,351,713
- Net assets or fund balances, end of year
- $40,631,978
- Program services expenses (Part IX)
- $4,127,103
- Management and general expenses
- $301,038
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,127,103
Program services were 93.2% 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.
-
1f · All other contributions, gifts and grants
$664,640
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,012,751 · excluded $1,012,751
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $8,689,318
-
7b · Less cost or other basis and sales expenses
securities $7,475,687
-
7c · Gain or loss
securities $1,213,631 · other assets $0
-
7d · Net gain or loss
total $1,213,631 · excluded $1,213,631
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $841 · excluded $841
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$841
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,127,103 · program services $4,127,103
-
5 · Compensation of officers, directors and key employees
total $0 · program services $0 · management and general $0 · fundraising $0
-
11a · Fees: management
total $102,463 · management and general $102,463
-
11f · Fees: investment management
total $184,124 · management and general $184,124
-
11g · Fees: other
total $11,284 · program services $0 · management and general $11,284 · fundraising $0
-
13 · Office expenses
total $1,454 · management and general $1,454
-
16 · Occupancy
total $1,705 · management and general $1,705
-
24a · Other expenses: Taxes
total $8 · management and general $8
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $51,782 · end of year $51,853
-
2 · Savings and temporary cash investments
beginning of year $313,892 · end of year $175,970
-
4 · Accounts receivable
beginning of year $35,244 · end of year $29,773
-
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
-
10a · Land, buildings and equipment: cost or other basis
$80,000
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $80,000 · end of year $80,000
-
11 · Investments: publicly traded securities
beginning of year $40,406,758 · end of year $41,616,898
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $92,248 · end of year $29,197
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $984,601 · end of year $1,351,713
-
27 · Net assets without donor restrictions
beginning of year $15,426,486 · end of year $17,250,680
-
28 · Net assets with donor restrictions
beginning of year $24,568,837 · end of year $23,381,298
Mission and programs · 2024
Mission
Create Healthy Foundation is organized and shall be operated exclusively for the benefit of Create Healthy Management and its related nonprofit entities.
Activities or mission (Part I)
To support the operation and maintenance of Create Healthy Management and its related health care and wellness services.
-
THE FOUNDATION RAISED FUNDS TO SUPPORT WELLNESS CENTER AND OTHER PROJECTS.
Expenses $4,127,103 · Grants $4,127,103
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
-
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
- $0
- From related orgs
- $179,981
- Other
- $14,355
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $179,981 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,200 related
- Nontaxable benefits
- $0 + $7,155 related
- Filer's total
- $0 + $194,336 related
-
Jayne Pope
President and CEO
- Total calculated
- $362,130
- From this org
- $0
- From related orgs
- $337,240
- Other
- $24,890
- Hours/week
- 3 + 37 related
Schedule J breakdown matched by us
- Base
- $0 + $337,240 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $13,631 related
- Nontaxable benefits
- $0 + $11,259 related
- Filer's total
- $0 + $362,130 related
-
Amanda Stevens
VP of Strategic Philanthropy
- Total calculated
- $204,256
- From this org
- $0
- From related orgs
- $180,495
- Other
- $23,761
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $180,495 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,609 related
- Nontaxable benefits
- $0 + $16,152 related
- Filer's total
- $0 + $204,256 related
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 · Written employment contract
- 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
The filer's explanations (Part III)
- Schedule J, Part I, Line 3 COMPENSATION OF EXECUTIVE DIRECTOR
- CREATE HEALTHY MANAGEMENT, A RELATED ORGANIZATION, DETERMINES COMPENSATION OF THE EXECUTIVE DIRECTOR THROUGH THE USE OF THE FOLLOWING: - COMPENSATION COMMITTEE - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
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
-
$4,127,103
Operations of the Wellness Center and Other Projects.
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.
-
501(c)(3) · HOSPITAL · TX
Directly controlled by NONE
-
501(c)(3) · HOSPICE · TX
Directly controlled by CHM
-
FREDERICKSBURG PHYSICIANS NO 2
501(c)(3) · HEALTHCARE · TX
Directly controlled by CHM
-
FREDERICKSBURG PHYSICIANS NO 1
501(c)(3) · HEALTHCARE · TX
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Charitable Remainder Annuity Trust (2)
Trust · Funding · TX
Directly controlled by None
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202503189349300135
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