Civic Intelligence

Wellmed Charitable Foundation

990 • Fiscal year 2020 • EIN 20-5087010

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

8637 Fredericksburg Road Suite 360San Antonio, TX 78240

(210) 617-4219

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.27x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.22x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

46th percentile

3.0%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

6th percentile

-13%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

1.5%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$5,232,333

Down $763,059 (-13%) from 2019

Net Assets

Up

$3,820,940

Up $190,180 (+5.2%) from 2019

Liabilities

Down

$1,411,393

Down $953,239 (-40%) from 2019

Revenue

Up

$6,428,509

Up $91,996 (+1.5%) from 2019

Expenses

Up

$6,238,329

Up $1,325,881 (+27%) from 2019

Net Income

Down

$190,180

Down $1,233,885 (-87%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $594,023Liabilities 2011: $209,123Net Assets 2011: $384,9002011Assets 2012: $1,278,391Liabilities 2012: $623,856Net Assets 2012: $654,5352012Assets 2013: $1,541,551Liabilities 2013: $584,495Net Assets 2013: $957,0562013Assets 2014: $1,931,824Liabilities 2014: $721,390Net Assets 2014: $1,210,4342014Assets 2016: $2,928,858Liabilities 2016: $438,954Net Assets 2016: $2,489,9042016Assets 2017: $2,649,024Liabilities 2017: $528,153Net Assets 2017: $2,120,8712017Assets 2018: $3,334,992Liabilities 2018: $1,094,475Net Assets 2018: $2,240,5172018Assets 2019: $5,995,392Liabilities 2019: $2,364,632Net Assets 2019: $3,630,7602019Assets 2020: $5,232,333Liabilities 2020: $1,411,393Net Assets 2020: $3,820,9402020Assets 2021: $5,288,908Liabilities 2021: $1,493,337Net Assets 2021: $3,795,5712021Assets 2022: $5,178,028Liabilities 2022: $1,626,921Net Assets 2022: $3,551,1072022Assets 2023: $4,164,123Liabilities 2023: $734,625Net Assets 2023: $3,429,4982023Assets 2024: $5,309,333Liabilities 2024: $826,176Net Assets 2024: $4,483,1572024

Highlighted filing

2020

Assets$5,232,333
Liabilities$1,411,393
Net Assets$3,820,940

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $1,159,240Expenses 2011: $1,270,489Net Income 2011: -$111,2492011Revenue 2012: $1,522,782Expenses 2012: $1,253,147Net Income 2012: $269,6352012Revenue 2013: $1,504,076Expenses 2013: $1,222,495Net Income 2013: $281,5812013Revenue 2014: $2,212,315Expenses 2014: $1,918,222Net Income 2014: $294,0932014Revenue 2016: $3,167,726Expenses 2016: $2,271,005Net Income 2016: $896,7212016Revenue 2017: $2,998,836Expenses 2017: $3,367,869Net Income 2017: -$369,0332017Revenue 2018: $4,354,920Expenses 2018: $4,235,274Net Income 2018: $119,6462018Revenue 2019: $6,336,513Expenses 2019: $4,912,448Net Income 2019: $1,424,0652019Revenue 2020: $6,428,509Expenses 2020: $6,238,329Net Income 2020: $190,1802020Revenue 2021: $6,529,021Expenses 2021: $6,554,392Net Income 2021: -$25,3712021Revenue 2022: $4,745,308Expenses 2022: $4,989,772Net Income 2022: -$244,4642022Revenue 2023: $3,838,583Expenses 2023: $3,960,192Net Income 2023: -$121,6092023Revenue 2024: $8,393,921Expenses 2024: $7,340,262Net Income 2024: $1,053,6592024

Highlighted filing

2020

Revenue$6,428,509
Expenses$6,238,329
Net Income$190,180
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$6,433,509
Mission and Program Overview

Mission

Health education and charitable giving

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,296,032$3,918,249▲ $622,217
Rtn Earn Endowment Incm Other Fnds$3,630,760$3,820,940▲ $190,180
Accounts Receivable$2,699,360$1,314,084▼ $1,385,276
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,995,392$5,232,333▼ $763,059
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$385,750$1,322,100▲ $936,350
Accounts Payable and Accrued Expenses$1,978,882$89,293▼ $1,889,589
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,364,632$1,411,393▼ $953,239
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,630,760$3,820,940▲ $190,180
Total Liabilities and Net Assets / Fund Balance$5,995,392$5,232,333▼ $763,059
Compensation and Service Providers

Board Members and Trustees

NameTitle
George M Rapier IiiChairman
Bryan D GrundhoeferPresident
Richard ManningVice President
Carlos HernandezDirector
Jimmie KeenanDirector
Carol E ZernialExecutive Director
Cj RoachSecr/treas

Highest Paid Contractors

ContractorServicesLocationCompensation
None--$0
Revenue and Support

Revenue Composition

Contributions and Grants
$6,430,219
Program Service Revenue
$0
Investment Income
$1,060
Other Revenue
$-2,770
All Other Contributions
$5,519,550
Change in Net Assets
$190,180

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,428,509
Total Revenue per Audited Statements
$6,428,509
Total Revenue per Form 990
$6,428,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,361,216
Other Expenses$1,562,759
Salaries, Compensation, and Employee Benefits$314,354
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,017,560--$3,017,560
Grants to Domestic Individuals$1,338,076--$1,338,076
Fees for Services Other-$536,554-$536,554
Occupancy$468,049--$468,049
Other Salaries and Wages$224,739--$224,739
Office Expenses$96,897--$96,897
Fees for Services Legal$68,697$15,240-$83,937
Fees for Services Accounting$75,262--$75,262
Advertising$73,413--$73,413
Other Employee Benefits$70,510--$70,510
All Other Expenses-$39,396-$39,396
Payroll Taxes$19,105--$19,105
Insurance$8,150--$8,150
Foreign Grants$5,580--$5,580
Travel$3,582--$3,582
Other Expenses$154,854$667$0$667
Total Functional Expenses$5,624,474$613,855$0$6,238,329

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,238,329
Total Expenses per Audited Statements$6,238,329
Total Expenses per Form 990$6,238,329
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Archdiocese of San AntonioSan Antonio, TX501(c)(3)Charitable$913,250
Amigos Del Valle IncEdinburg, TX501(c)(3)Charitable$286,280
Meals on WheelsAlexandria, VA501(c)(3)Charitable$151,700
Urban Jacksonville IncJacksonville, FL501(c)(3)Charitable$149,310
Neighborly Care Network IncClearwater, FL501(c)(3)Charitable$75,600
Senior Connection Center IncTampa, FL501(c)(3)Charitable$70,140
Senior Friendship Centers IncSarasota, FL-Charitable$70,140
Human Services Network IncPlantation, FL501(c)(3)Charitable$67,200
The Visiting Nurse Association of TexasDallas, TX501(c)(3)Charitable$60,000
El Pasoans Fighting Hunger Food BankEl Paso, TX501(c)(3)Charitable$55,000
San Antonio OasisSan Antonio, TX501(c)(3)Charitable$43,200
North Texas Food BankPlano, TX501(c) (3)Charitable$40,000
Tarrant Area Food BankFort Worth, TX501(c) (3)Charitable$40,000
Alzheimers AssociationAustin, TX501(c)(3)Charitable$39,903
Seniors First IncOrlando, FL501(c)(3)Charitable$38,380
City of Corpus ChristiCorpus Christi, TX501(c)(3)Charitable$35,000
Catholic CharitiesAustin, TX501(c)(3)Charitable$34,500
Coastal Bend Food BankCorpus Christi, TX501(c) (3)Charitable$26,000
Tampa Bay Food BankTampa, FL501(c) (3)Charitable$25,000
San Antonio Food BankSan Antonio, TX501(c)(3)Charitable$20,250
Blessed Angels Community CenterSan Antonio, TX501(c)(3)Charitable$20,000
Eagles Flight Advocacy and OutreachBoerne, TX501(c)(3)Charitable$20,000
El Paso County Senior ServicesEl Paso, TX501(c) (3)Charitable$20,000
Madonna Neighborhood CenterSan Antonio, TX501(c)(3)Charitable$20,000
Metrocrest Services IncFamrers Branch, TX501(c)(3)Charitable$20,000
Mexican American Unity CouncilSan Antonio, TX501(c)(3)Charitable$20,000
Texas Ramp ProjectRichardson, TX501(c)(3)Charitable$20,000
Council on Aging of St Lucie IncPort St Lucie, FL501(c)(3)Charitable$19,740
Adelante Development Center IncAlbuquerque, NM501(c)(3)Charitable$15,000
Food Bank of the Rio Grande Valley IncMcallen, TX501(c)(3)Charitable$15,000
Rescue Mission of El PasoEl Paso, TX501(c)(3)Charitable$15,000
Hays County Food BankSan Marcos, TX501(c)(3)Charitable$12,500
Lower Rio Grande Valley Development CenterWeslaco, TX501(c)(3)Charitable$10,650
Central Texas Food BankAustin, TX501(c) (3)Charitable$10,000
Coastal Bend Council of GovernmentCorpus Christi, TX501(c)(3)Charitable$10,000
Hill Country Community MinistriesLeander, TX501(c)(3)Charitable$10,000
Proyecto Juan DiegoBrownsville, TX501(c)(3)Charitable$10,000
Sixty and BetterFort Worth, TX501(c)(3)Charitable$9,000
American Red Cross Disaster Relief FundSan Antonio, TX501(c)(3)Charitable$8,161
Community Council of Greater DallasDallas, TX501(c)(3)Charitable$7,120
National Assoc of Nutritional & Aging ServiceWashington, DC501(c)(3)Charitable$6,000
Harris County Area Agency on AgingHouston, TX501(c)(3)Charitable$5,660

International Summary

Offices
0
Employees
0
Spending
$5,580

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Grantmaking-00$5,580
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,000
Fundraising Gross Income$2,230
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
22010 Funds Held for Others$435,000
20070 Advance Payable$400,000
20060 Intercompany Payables$300,353
23300 Due to Los Padres Fund$131,791
23200 Accrued Expenses$54,956
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

George m. Rapier, iii, an officer and trustee of the foundation, owns approximately 10% of wellmed medical management. Bryan d. Grundhoefer, an officer and trustee of the foundation, is also an officer and director of wellmed medical management. Richard manning, jimmie keenan and dr. Carlos hernandez, all trustees, all work for wellmed medical management. George m. Rapier, iii, an officer and trustee of the foundation, owns approximately 57% of wmg healthcare partners, lp. Bryan d. Grundhoefer, an officer and trustee of the foundation, owns approximately 7% of wmg healthcare partners, lp. Wmg healthcare partners, lp owns 15% of wellmed medical management.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the cfo and controller of wellmed medical management and provided to an officer prior to filing.

Form 990, Part VI, Section B, Line 12C

Wellmed medical management, inc. Has a written conflict of interest policy. This policy requires all employees to annually disclose interests that could give rise to conflict of interest. The policy is regularly and consistently monitored for compliance and enforcement by internal and external auditors. Wellmed medical management, inc. Has a written whistleblower policy and a written document retention and destruction policy.

Form 990, Part VI, Section C, Line 19

Copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request. A copy of the conflict of interest policy is also available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Wellmed Charitable Foundation
EIN
20-5087010
In Care Of
% WELLMED MEDICAL MGMT
Phone
2106174219
Address
8637 Fredericksburg Road Suite 360, San Antonio, TX 78240

Signing Officer

Name
Bryan Grundhoefer
Title
Manager
Phone
2106174219
Signed
2021-11-15

Organization Details

Principal Officer
George M Rapier Iii
Formed
2006
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
2
Employees
0
Volunteers
1,653

Preparer

Firm
Ernst & Young US Llp
Address
111 W Houston St Ste 1901, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECR/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/FundraisingGrossIncomeAmt02230
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IRS990/GamingGrossIncomeAmt00
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IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01338076
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03017560
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt08150
IRS990/InsuranceGrp/TotalAmt08150
IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HEALTH EDUCATION AND CHARITABLE GIVING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
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IRS990/NetAssetsOrFundBalancesEOYAmt03820940
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0468049
IRS990/OccupancyGrp/TotalAmt0468049
IRS990/OfficeExpensesGrp/ProgramServicesAmt096897
IRS990/OfficeExpensesGrp/TotalAmt096897
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt070510
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070510
IRS990/OtherExpensesGrp/Desc0CLASS INSTRUCTORS
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2BOOKS & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116416
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2667
IRS990/OtherExpensesGrp/ProgramServicesAmt0154854
IRS990/OtherExpensesGrp/TotalAmt0154853
IRS990/OtherExpensesGrp/TotalAmt15582
IRS990/OtherExpensesGrp/TotalAmt216416
IRS990/OtherExpensesGrp/TotalAmt3667
IRS990/OtherLiabilitiesGrp/BOYAmt0385750
IRS990/OtherLiabilitiesGrp/EOYAmt01322100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0224739
IRS990/OtherSalariesAndWagesGrp/TotalAmt0224739
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt019105
IRS990/PayrollTaxesGrp/TotalAmt019105
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GEORGE M RAPIER III
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0WELLMED CHARITABLE FOUNDATION OPERATES SENIOR CENTERS AND PROVIDES CLASSROOM INSTRUCTION AND EDUCATION FOR THE BENEFIT OF THE SENIOR CITIZENS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01263257
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06270731
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01654914
IRS990/PYInvestmentIncomeAmt05659
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02533144
IRS990/PYOtherRevenueAmt060123
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01424065
IRS990/PYSalariesCompEmpBnftPaidAmt0724390
IRS990/PYTotalExpensesAmt04912448
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06336513
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0190180
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03630760
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03820940
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06456026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06270731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04401286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02998836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03167726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023294605
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68520
IRS990ScheduleA/PublicSupportPY170Pct00.77037
IRS990ScheduleA/PublicSupportTotal170Amt015961456
IRS990ScheduleA/SubstantialContributorsTotAmt07333149
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06456026
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06270731
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04401286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02998836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03167726
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023294605
IRS990ScheduleA/TotalSupportAmt023294605
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt06238329
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0435000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1300353
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2400000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt354956
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4131791
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc022010 FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc120060 INTERCOMPANY PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc220070 ADVANCE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc323200 ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc423300 DUE TO LOS PADRES FUND
IRS990ScheduleD/RevenueSubtotalAmt06428509
IRS990ScheduleD/TotalExpensesPerForm990Amt06238329
IRS990ScheduleD/TotalLiabilityAmt01322100
IRS990ScheduleD/TotalRevenuePerForm990Amt06428509
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06428509
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06238329
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt05580
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Europe (Including Iceland and Greenland)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Grantmaking
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt05580
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0check
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Europe (Including Iceland and Greenland)
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt05580
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY PURPOSE OF THE FOUNDATION IS TO MAINTAIN A FUND AND TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES. THE FOUNDATION'S DISTRIBUTIONS WILL BE MADE, RELYING ON THE REPORTS THAT SUCH ORGANIZATIONS PROVIDE FOR ALL OF THEIR DONORS AND FOR THE PUBLIC.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PART 1, LINE 2

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.83$4.48$8.39$7.34$1.05
2023Summary only. Only limited summary data is available for this year.$4.16$0.73$3.43$3.84$3.96$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$1.63$3.55$4.75$4.99$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$1.49$3.80$6.53$6.55$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.23$1.41$3.82$6.43$6.24$0.19
2019Summary only. Only limited summary data is available for this year.$6.00$2.36$3.63$6.34$4.91$1.42
2018Summary only. Only limited summary data is available for this year.$3.33$1.09$2.24$4.35$4.24$0.12
2017Summary only. Only limited summary data is available for this year.$2.65$0.53$2.12$3.00$3.37$0.37
2016Summary only. Only limited summary data is available for this year.$2.93$0.44$2.49$3.17$2.27$0.90
2014Summary only. Only limited summary data is available for this year.$1.93$0.72$1.21$2.21$1.92$0.29
2013Summary only. Only limited summary data is available for this year.$1.54$0.58$0.96$1.50$1.22$0.28
2012Summary only. Only limited summary data is available for this year.$1.28$0.62$0.65$1.52$1.25$0.27
2011Summary only. Only limited summary data is available for this year.$0.59$0.21$0.38$1.16$1.27$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $5M-$10M nonprofits