Civic Intelligence

Wellmed Charitable Foundation

990 • Fiscal year 2021 • EIN 20-5087010

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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

67th percentile

0.28x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.23x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

22nd percentile

-0.4%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

27th percentile

1.1%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

1.6%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,288,908

Up $56,575 (+1.1%) from 2020

Net Assets

Down

$3,795,571

Down $25,369 (-0.7%) from 2020

Liabilities

Up

$1,493,337

Up $81,944 (+5.8%) from 2020

Revenue

Up

$6,529,021

Up $100,512 (+1.6%) from 2020

Expenses

Up

$6,554,392

Up $316,063 (+5.1%) from 2020

Net Income

Down

-$25,371

Down $215,551 (-113%) from 2020

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

2021

Assets$5,288,908
Liabilities$1,493,337
Net Assets$3,795,571

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

2021

Revenue$6,529,021
Expenses$6,554,392
Net Income-$25,371
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$6,631,183
Mission and Program Overview

Mission

Health education and charitable giving

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,314,084$3,887,450▲ $2,573,366
Rtn Earn Endowment Incm Other Fnds$3,820,940$3,795,571▼ $25,369
Cash and Non-Interest-Bearing Accounts$3,918,249$1,401,458▼ $2,516,791
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$5,232,333$5,288,908▲ $56,575
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,322,100$1,474,939▲ $152,839
Accounts Payable and Accrued Expenses$89,293$18,398▼ $70,895
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$1,411,393$1,493,337▲ $81,944
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,820,940$3,795,571▼ $25,369
Total Liabilities and Net Assets / Fund Balance$5,232,333$5,288,908▲ $56,575
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
$6,486,582
Program Service Revenue
$0
Investment Income
$231
Other Revenue
$42,208
All Other Contributions
$3,387,815
Change in Net Assets
$-25,371

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,529,023
Revenue Not Reported on Financial Statements
$-2
Other Revenue Adjustments
$-2
Total Revenue per Audited Statements
$6,529,023
Total Revenue per Form 990
$6,529,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,603,846
Grants and Similar Amounts Paid$1,738,675
Salaries, Compensation, and Employee Benefits$211,871
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$2,817,021-$2,817,021
Grants to Domestic Orgs$1,080,907--$1,080,907
Occupancy$731,956--$731,956
Grants to Domestic Individuals$657,768--$657,768
Office Expenses$366,700--$366,700
All Other Expenses-$201,647-$201,647
Other Salaries and Wages$170,429--$170,429
Advertising$142,280--$142,280
Fees for Services Accounting$53,721--$53,721
Fees for Services Legal$36,988$8,206-$45,194
Other Employee Benefits$28,422--$28,422
Payroll Taxes$13,020--$13,020
Other Expenses$206,022$9,333$0$9,333
Insurance$8,551--$8,551
Travel$-10--$-10
Total Functional Expenses$3,496,754$3,057,638$0$6,554,392

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,554,392
Total Expenses per Audited Statements$6,554,392
Total Expenses per Form 990$6,554,392
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Leukemia & Lymphoma SocietySan Antonio, TX501(c)(3)Charitable$111,418
El Pasoans Fighting Hunger Food BankEl Paso, TX501(c)(3)Charitable$42,500
Texas Ramp ProjectRichardson, TX501(c)(3)Charitable$30,000
Freshfly LLCPhildelphia, PA501(c)(3)Charitable$25,000
Rescue Mission of El PasoEl Paso, TX501(c)(3)Charitable$22,500
San Antonio OasisSan Antonio, TX501(c)(3)Charitable$21,940
University of Texas at AustinAustin, TX501(c)(3)Charitable$20,924
San Antonio Food BankSan Antonio, TX501(c)(3)Charitable$20,615
Feeding America Tampa BayTampa, FL501(c)(3)Charitable$20,250
Central Texas Food BankAustin, TX501(c)(3)Charitable$20,000
EldersourceJacksonville, FL501(c)(3)Charitable$20,000
Jefferson OutreachSan Antonio, TX501(c)(3)Charitable$20,000
Meals on Wheels of North Central TexasCleburne, TX501(c)(3)Charitable$20,000
Meals on Wheels of Tampa IncTampa, FL501(c)(3)Charitable$20,000
Metrocrest Services IncFamrers Branch, TX501(c)(3)Charitable$20,000
Mind & Melody IncMiami, FL501(c)(3)Charitable$20,000
Rebuilding Together San Antonio IncSan Antonio, TX501(c)(3)Charitable$20,000
Second Harvest Food Bank of Central Florida IncOrlando, FL501(c)(3)Charitable$20,000
Senior Citizens of Greater Dallas IncDallas, TX501(c)(3)Charitable$20,000
University of Houston FoundationHouston, TX501(c)(3)Charitable$20,000
American Society on AgingSan Francisco, CA501(c)(3)Charitable$15,000
Alzheimers AssociationAustin, TX501(c)(3)Charitable$14,985
American Heart AssociationSan Antonio, TX501(c)(3)Charitable$13,661
Rising Tides MinistriesCorpus Christi, TX501(c)(3)Charitable$13,000
Face to Face LLCAransas Pass, TX501(c)(3)Charitable$12,200
Council on Aging of St Lucie IncPort St Lucie, FL501(c)(3)Charitable$11,000
Senior Friendship Centers IncSarasota, FL501(c)(3)Charitable$11,000
Lower Rio Grande Valley Development CenterWeslaco, TX501(c)(3)Charitable$10,650
APS Silver Star BoardEl Paso, TX501(c)(3)Charitable$10,000
Community Cooperative IncFort Myers, FL501(c)(3)Charitable$10,000
Council on Aging of Martin CountyStuart, FL501(c)(3)Charitable$10,000
San Antonio Area FoundationSan Antonio, TX501(c)(3)Charitable$10,000
The Visiting Nurse Association of TexasDallas, TX501(c)(3)Charitable$7,000
Harry Chapin Food Bank of Southwest FloridaFort Myers, FL501(c)(3)Charitable$6,750
National Assoc of Nutritional & Aging ServiceWashington, DC501(c)(3)Charitable$6,000
Salvation Army of the Coastal BendCorpus Christi, TX501(c)(3)Charitable$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$144,370
Fundraising Direct Expenses$102,162
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$144,370$144,370$102,162$42,208
Total Events$144,370$144,370$102,162$42,208
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$632,500
20070 Advance Payable$400,000
20060 Intercompany Payables$211,862
23200 Accrued Expenses$206,371
23300 Due to Los Padres Fund$24,206
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 37% 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
Charles J Roach
Title
Secretary/Treasurer
Phone
2106174219
Signed
2022-11-14

Organization Details

Principal Officer
George M Rapier Iii
Formed
2006
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
2
Employees
0
Volunteers
1,477

Preparer

Firm
Ernst & Young US Llp
Address
111 W Houston St Ste 1901, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

Description:consulting fees total fees:2817021

Financial Statement Notes

Part XI, Line 4B

Part XI, Line 4b - Amounts included on Form 990, Part VIII, line 12, but not on line 1: Rounding Adjustment between Form 990 and Audited Financials..... -2

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECR/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0102162
IRS990/FundraisingGrossIncomeAmt0144370
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt03098767
IRS990/GrantAmt01738675
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0657768
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0657768
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01080907
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01080907
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06631183
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt08551
IRS990/InsuranceGrp/TotalAmt08551
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0231
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HEALTH EDUCATION AND CHARITABLE GIVING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03820940
IRS990/NetAssetsOrFundBalancesEOYAmt03795571
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt042208
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0731956
IRS990/OccupancyGrp/TotalAmt0731956
IRS990/OfficeExpensesGrp/ProgramServicesAmt0366700
IRS990/OfficeExpensesGrp/TotalAmt0366700
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028422
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028422
IRS990/OtherExpensesGrp/Desc0CLASS INSTRUCTORS
IRS990/OtherExpensesGrp/Desc1DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2BOOKS & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03069
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118362
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29333
IRS990/OtherExpensesGrp/ProgramServicesAmt0206022
IRS990/OtherExpensesGrp/TotalAmt0206022
IRS990/OtherExpensesGrp/TotalAmt13069
IRS990/OtherExpensesGrp/TotalAmt218362
IRS990/OtherExpensesGrp/TotalAmt39333
IRS990/OtherLiabilitiesGrp/BOYAmt01322100
IRS990/OtherLiabilitiesGrp/EOYAmt01474939
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0170429
IRS990/OtherSalariesAndWagesGrp/TotalAmt0170429
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt013020
IRS990/PayrollTaxesGrp/TotalAmt013020
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/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0WELLMED CHARITABLE FOUNDATION OPERATES SENIOR CENTERS AND PROVIDES CLASSROOM INSTRUCTION AND EDUCATION FOR THE BENEFIT OF THE SENIOR CITIZENS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01758079
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06430219
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04361216
IRS990/PYInvestmentIncomeAmt01060
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01562759
IRS990/PYOtherRevenueAmt0-2770
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0190180
IRS990/PYSalariesCompEmpBnftPaidAmt0314354
IRS990/PYTotalExpensesAmt06238329
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06428509
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-25371
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/BOYAmt03820940
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03795571
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06513499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06456026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06270731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04401286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02998836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026640378
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73789
IRS990ScheduleA/PublicSupportPY170Pct00.68520
IRS990ScheduleA/PublicSupportTotal170Amt019657748
IRS990ScheduleA/SubstantialContributorsTotAmt06982630
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06513499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06456026
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06270731
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04401286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02998836
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt026640378
IRS990ScheduleA/TotalSupportAmt026640378
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt06554392
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0632500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1211862
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2400000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3206371
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt424206
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/OtherRevenuesNotIncludedAmt0-2
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-2
IRS990ScheduleD/RevenueSubtotalAmt06529023
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Part XI, Line 4b - Amounts included on Form 990, Part VIII, line 12, but not on line 1: Rounding Adjustment between Form 990 and Audited Financials..... -2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b
IRS990ScheduleD/TotalExpensesPerForm990Amt06554392
IRS990ScheduleD/TotalLiabilityAmt01474939
IRS990ScheduleD/TotalRevenuePerForm990Amt06529021
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06529023
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06554392
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0102162
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Classic
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0144370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0144370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0144370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0144370
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042208
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0102162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0102162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014180
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt199583
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt218000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt31103
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Hurricane Relief Fund
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Grocery Delivery Service
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Compassion Fund
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Scooter & More Medical Mobility
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4Employee Tragedy Fund
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5Housing Assistance Fund
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0526005

Document Assets

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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
2021Detailed filing. Detailed filing data is available for this year.$5.29$1.49$3.80$6.53$6.55$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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