Civic Intelligence

Wellmed Charitable Foundation

990 • Fiscal year 2022 • EIN 20-5087010

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileWWW.WELLMEDCHARITABLEFOUNDATION.ORG

Refreshing map…

19500 IH 10 W BLDG 1 Mailstop 5132San Antonio, TX 78257

(210) 617-4219

Siviq Scores

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

Liabilities / Assets

69th percentile

0.31x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.34x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

23rd percentile

-5.2%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$5,178,028

Down $110,880 (-2.1%) from 2021

Net Assets

Down

$3,551,107

Down $244,464 (-6.4%) from 2021

Liabilities

Up

$1,626,921

Up $133,584 (+8.9%) from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin23rd percentile

Revenue

Down

$4,745,308

Down $1,783,713 (-27%) from 2021

Expenses

Down

$4,989,772

Down $1,564,620 (-24%) from 2021

Net Income

Down

-$244,464

Down $219,093 (-864%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2022

Assets$5,178,028
Liabilities$1,626,921
Net Assets$3,551,107
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

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

2022

Revenue$4,745,308
Expenses$4,989,772
Net Income-$244,464
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$4,851,583
Mission and Program Overview

Mission

Health education and charitable giving

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,401,458$4,469,614▲ $3,068,156
Rtn Earn Endowment Incm Other Fnds$3,795,571$3,551,107▼ $244,464
Accounts Receivable$3,887,450$708,414▼ $3,179,036
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$5,288,908$5,178,028▼ $110,880
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,474,939$1,573,051▲ $98,112
Accounts Payable and Accrued Expenses$18,398$53,870▲ $35,472
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$1,493,337$1,626,921▲ $133,584
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,795,571$3,551,107▼ $244,464
Total Liabilities and Net Assets / Fund Balance$5,288,908$5,178,028▼ $110,880
Compensation and Service Providers
Top Officer Pay22nd percentile

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
$4,700,218
Program Service Revenue
$0
Investment Income
$7,363
Other Revenue
$37,727
All Other Contributions
$4,102,850
Change in Net Assets
$-244,464

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,745,308
Total Revenue per Audited Statements
$4,745,308
Total Revenue per Form 990
$4,745,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,920,647
Other Expenses$1,722,266
Salaries, Compensation, and Employee Benefits$346,859
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,944,314--$1,944,314
Grants to Domestic Individuals$976,333--$976,333
Occupancy$519,611--$519,611
Fees for Services Other-$320,751-$320,751
Other Salaries and Wages$316,641--$316,641
All Other Expenses-$221,884-$221,884
Fees for Services Accounting$93,168--$93,168
Advertising$87,191--$87,191
Fees for Services Legal$36,035$7,995-$44,030
Office Expenses$22,843--$22,843
Other Employee Benefits$19,476--$19,476
Payroll Taxes$10,742--$10,742
Travel$3,474--$3,474
Other Expenses$387,612$-188$0$-188
Total Functional Expenses$4,417,440$572,332$0$4,989,772

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,989,772
Total Expenses per Audited Statements$4,989,772
Total Expenses per Form 990$4,989,772
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Area Agency on AgingCambridge, OH501(c)(3)Charitable$400,000
CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXASSan Antonio, TX501(c)(3)Charitable$254,250
Community Health Development IncUvalde, TX501(c)(3)Charitable$171,000
Area Agency of Aging of Pasco-pinalles IncSt Petersburg, FL501(c)(3)Charitable$104,000
Lls South Central TexasRye Brook, NY501(c)(3)Charitable$64,409
Metrocrest Services IncFamrers Branch, TX501(c)(3)Charitable$33,750
Alzheimer's Association - Florida Gulf Coast ChaptClearwater, FL501(c)(3)Charitable$31,510
Northwest Texas Healthcare System IncDenton, TX501(c)(3)Charitable$26,000
Catholic CharitiesAustin, TX501(c)(3)Charitable$25,000
Community Foundation of the Hill CountryKerrville, TX501(c)(3)Charitable$25,000
Hope for the Future CampaignSan Antonio, TX501(c)(3)Charitable$25,000
Texas Ramp ProjectRichardson, TX501(c)(3)Charitable$25,000
Sixty and BetterFort Worth, TX501(c)(3)Charitable$24,000
The Visiting Nurse Association of TexasDallas, TX501(c)(3)Charitable$22,500
Coastal Bend Food BankCorpus Christi, TX501(c)(3)Charitable$20,500
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCChicago, IL501(c)(3)Charitable$20,000
Amigos Del Valle IncEdinburg, TX501(c)(3)Charitable$20,000
Bellage IncSunnyside, NY501(c)(3)Charitable$20,000
Council on Aging of St Lucie IncPort St Lucie, FL501(c)(3)Charitable$20,000
El Pasoans Fighting Hunger Food BankEl Paso, TX501(c)(3)Charitable$20,000
Feeding America Tampa BayTampa, FL501(c)(3)Charitable$20,000
Jewish Family Services of SaSan Antonio, TX501(c)(3)Charitable$20,000
MercyMed of Tampa IncTampa, FL501(c)(3)Charitable$20,000
San Antonio Metropolitan Ministrey IncSan Antonio, TX501(c)(3)Charitable$20,000
Senior Citizens of Greater Dallas IncDallas, TX501(c)(3)Charitable$20,000
Seniors First IncOrlando, FL501(c)(3)Charitable$20,000
Urban Jacksonville IncJacksonville, FL501(c)(3)Charitable$20,000
Neighborly Care Network IncClearwater, FL501(c)(3)Charitable$19,980
Meals on Wheels San AntonioSan Antonio, TX501(c)(3)Charitable$19,750
Alzheimers AssociationAustin, TX501(c)(3)Charitable$18,000
American Society on AgingSan Francisco, CA501(c)(3)Charitable$18,000
Austin Habitat for Humanity IncAustin, TX501(c)(3)Charitable$18,000
San Antonio OasisSan Antonio, TX501(c)(3)Charitable$17,500
Meals on Wheels Inc of Tarrant CountyForth Worth, TX501(c)(3)Charitable$15,000
Lower Rio Grande Valley Development CenterWeslaco, TX501(c)(3)Charitable$14,541
Habitat for Humanity of El Paso IncEl Paso, TX501(c)(3)Charitable$12,000
American Heart AssociationSan Antonio, TX501(c)(3)Charitable$11,900
Madonna Neighborhood CenterSan Antonio, TX501(c)(3)Charitable$11,500
Community Cooperative IncFort Myers, FL501(c)(3)Charitable$10,000
Good Samaritan Center of San AntonioSan Antonio, TX501(c)(3)Charitable$10,000
Mexican American Unity CouncilSan Antonio, TX501(c)(3)Charitable$10,000
Paso Del Norte Community FoundationEl Paso, TX501(c)(3)Charitable$10,000
Senior Friendship Centers IncSarasota, FL501(c)(3)Charitable$10,000
Texas Diaper BankSan Antonio, TX501(c)(3)Charitable$10,000
The Rainbow Senior Center at Kronkosky PlaceBoerne, TX501(c)(3)Charitable$10,000
Catholic Charities of the Diocese of Las CrucesLas Cruces, NM501(c)(3)Charitable$8,000
National Association of Nutrition and Aging ServicWashington, DC501(c)(3)Charitable$6,000
Face to Face LLCAransas Pass, TX501(c)(3)Charitable$5,375
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$144,002
Fundraising Direct Expenses$106,275
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$144,002$144,002$106,275$37,727
Total Events$144,002$144,002$106,275$37,727
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$750,000
20070 Advance Payable$400,000
20060 Intercompany Payables$340,437
23200 Accrued Expenses$82,614
23300 Due to Los Padres Fund$0
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
19500 IH 10 W BLDG 1 Mailstop 5132, San Antonio, TX 78257

Signing Officer

Name
Bryan Grundhoefer
Title
Manager
Phone
2106174219
Signed
2023-11-15

Organization Details

Principal Officer
George M Rapier Iii
Formed
2006
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
2
Employees
0
Volunteers
135

Preparer

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

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.....”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/OtherExpensesGrp/TotalAmt13000
IRS990/OtherExpensesGrp/TotalAmt218890
IRS990/OtherExpensesGrp/TotalAmt3-188
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IRS990/ProfessionalFundraisingInd0false
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IRS990/PYInvestmentIncomeAmt0231
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03795571
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03551107
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06456026
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IRS990ScheduleA/PublicSupportPY170Pct00.73789
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2400000
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt40
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc022010 FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc120060 INTERCOMPANY PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc220070 ADVANCE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc323200 ACCRUED EXPENSES
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IRS990ScheduleD/RevenueSubtotalAmt04745308
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.....
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b
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IRS990ScheduleD/TotalLiabilityAmt01573051
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0106275
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0106275
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1549595
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2243816
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt380436
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt43586
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Hurricane Relief Fund
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Grocery Delivery Service
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Compassion Fund
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Employee Tragedy Fund
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4Housing Assistance Fund
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0STORM DAMAGE/FLOOD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1GROCERIES & DELIVERY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc2TRAGEDY ASSISTANCE

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,178,028
Liabilities
$1,626,921
Net assets
$3,551,107
Revenue
$4,745,308
Expenses
$4,989,772
Net income
-$244,464
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
2022Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $5M-$10M nonprofits