Civic Intelligence

Wellmed Charitable Foundation

990 • Fiscal year 2024 • EIN 20-5087010

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

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

55th percentile

0.16x

Higher debt load relative to assets than 55% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.10x

Higher debt load relative to revenue than 39% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

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.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

85th percentile

28%

Faster asset growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

119%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$5,309,333

Up $1,145,210 (+28%) from 2023

Net Assets

Up

$4,483,157

Up $1,053,659 (+31%) from 2023

Liabilities

Up

$826,176

Up $91,551 (+12%) from 2023

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin65th percentile

Revenue

Up

$8,393,921

Up $4,555,338 (+119%) from 2023

Expenses

Up

$7,340,262

Up $3,380,070 (+85%) from 2023

Net Income

Up

$1,053,659

Up $1,175,268 (+966%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2024

Assets$5,309,333
Liabilities$826,176
Net Assets$4,483,157
Open 2024 Filing

Operations Trend

Revenue Growth92nd 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

2024

Revenue$8,393,921
Expenses$7,340,262
Net Income$1,053,659
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$8,575,695
Mission and Program Overview

Mission

Health education and charitable giving

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,429,498$4,483,157▲ $1,053,659
Cash and Non-Interest-Bearing Accounts$3,430,529$4,218,150▲ $787,621
Accounts Receivable$733,594$1,066,710▲ $333,116
Prepaid Expenses and Deferred Charges$0$24,473▲ $24,473
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
Total Assets$4,164,123$5,309,333▲ $1,145,210
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$711,071$788,033▲ $76,962
Accounts Payable and Accrued Expenses$23,554$38,143▲ $14,589
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$734,625$826,176▲ $91,551
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,429,498$4,483,157▲ $1,053,659
Total Liabilities and Net Assets / Fund Balance$4,164,123$5,309,333▲ $1,145,210
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
George M Rapier IiiChairman
Richard ManningVice President
Barbara AllenDirector
Carlos HernandezDirector
Carol E ZernialExecutive Director
Bryan D GrundhoeferManager
Cj RoachSecr/treas

Highest Paid Contractors

ContractorServicesLocationCompensation
None--$0
Revenue and Support

Revenue Composition

Contributions and Grants
$8,195,951
Program Service Revenue
$0
Investment Income
$78,220
Other Revenue
$119,750
All Other Contributions
$7,386,673
Change in Net Assets
$1,053,659

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,393,921
Total Revenue per Audited Statements
$8,393,921
Total Revenue per Form 990
$8,393,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,979,265
Grants and Similar Amounts Paid$1,859,888
Salaries, Compensation, and Employee Benefits$501,109
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$3,754,653--$3,754,653
Grants to Domestic Orgs$1,319,122--$1,319,122
Grants to Domestic Individuals$540,766--$540,766
Other Salaries and Wages$501,109--$501,109
Fees for Services Other-$267,795-$267,795
Fees for Services Accounting$75,948--$75,948
Fees for Services Legal$52,154$11,572-$63,726
Advertising$33,566--$33,566
Other Expenses$530,869$21,054$0$21,054
Office Expenses$19,103--$19,103
All Other Expenses-$15,991-$15,991
Insurance$6,463--$6,463
Total Functional Expenses$6,833,753$506,509$0$7,340,262

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,340,262
Total Expenses per Audited Statements$7,340,262
Total Expenses per Form 990$7,340,262
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Atascosa Health Center IncPleasanton, TX501(c)(3)Charitable$300,000
Lone Star Circle of CareGeorgetown, TX501(c)(3)Charitable$300,000
El Pasoans Fighting Hunger Food BankEl Paso, TX501(c)(3)Charitable$50,000
Meals on Wheels San AntonioSan Antonio, TX501(c)(3)Charitable$35,000
Area Agency of Aging of Pasco-pinalles IncSt Petersburg, FL501(c)(3)Charitable$25,326
Family Counseling ServiceCorpus Christi, TX501(c)(3)Charitable$25,000
Merced Housing TexasSan Antonio, TX501(c)(3)Charitable$25,000
Metrocrest Services IncFamrers Branch, TX501(c)(3)Charitable$25,000
Rebuilding Together El PasoEl Paso, TX501(c)(3)Charitable$25,000
San Antonio Metropolitan Ministrey IncSan Antonio, TX501(c)(3)Charitable$25,000
Senior Connection Center IncTampa, FL501(c)(3)Charitable$25,000
The Womens Center of Tarrant CountyFort Worth, TX501(c)(3)Charitable$25,000
Amigos Del Valle IncEdinburg, TX501(c)(3)Charitable$20,000
Bread of Life IncHouston, TX501(c)(3)Charitable$20,000
Kings CompassionSan Antonio, TX501(c)(3)Charitable$20,000
One World SurgeryDeerfield, IL501(c)(3)Charitable$20,000
Rainbow Senior Center Foundation IncBoerne, TX501(c)(3)Charitable$20,000
Sa Christian Hope Resource CenterSan Antonio, TX501(c)(3)Charitable$20,000
San Antonio Food BankSan Antonio, TX501(c)(3)Charitable$20,000
Special Olympics Texas IncSan Antonio, TX501(c)(3)Charitable$20,000
Texas Diaper BankSan Antonio, TX501(c)(3)Charitable$20,000
Texas Ramp ProjectRichardson, TX501(c)(3)Charitable$20,000
Texas Tech Foundation IncLubbock, TX501(c)(3)Charitable$20,000
San Antonio OasisSan Antonio, TX501(c)(3)Charitable$17,500
Meals on WheelsAlexandria, VA501(c)(3)Charitable$15,115
BakerRipleyHouston, TX501(c)(3)Charitable$15,000
Ciudad Nueva Community OutreachEl Paso, TX501(c)(3)Charitable$15,000
Faith in ActionGeorgetown, TX501(c)(3)Charitable$15,000
Meals on Wheels of Tampa IncTampa, FL501(c)(3)Charitable$15,000
Rescue Mission of El PasoEl Paso, TX501(c)(3)Charitable$15,000
Taste ProjectFort Worth, TX501(c)(3)Charitable$15,000
Lower Rio Grande Valley Development CenterWeslaco, TX501(c)(3)Charitable$14,541
Fiscal Sponsorship Allies IncIndianapolis, IN501(c)(3)Charitable$10,000
Senior Resource Association IncVero Beach, FL501(c)(3)Charitable$10,000
Tampa Metropolitan Area YMCATampa, FL501(c)(3)Charitable$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$301,524
Fundraising Direct Expenses$181,774
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$302,408$302,408$142,387$160,021
Total Events$302,408$302,408$142,387$160,021
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
20070 Advance Payable$400,000
20060 Intercompany Payables$359,853
23200 Accrued Expenses$28,180
22010 Funds Held for Others$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 6% 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 is a trustee of the foundation who is a retired employee of wellmed medical management who serves on the board of directors. Barbara allen is a trustee who works 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 9% of wellmed medical management.”

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

“Form 990 is reviewed by the president and executive director 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.”

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.”

form 990, part VI, section B, line 13 & 14

“Wellmed medical management, inc. Has a written whistleblower policy and a written document retention and destruction policy.”

Filing and Contact Details

Filer

Filer Name
Wellmed Charitable Foundation
EIN
20-5087010
In Care Of
% GREG T MURRAY PLLC
Phone
2106174219
Address
19500 IH 10 W BLDG 1 Mailstop 5132, San Antonio, TX 78257

Signing Officer

Name
Bryan Grundhoefer
Title
President
Phone
2106174219
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George M Rapier Iii
Formed
2006
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
2
Employees
0
Volunteers
614

Preparer

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

Additional Explanations

Form 990, Part III, Line 2

“The organization ceased offering and operating its WellMed Delivers program in 2024.”

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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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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,309,333
Liabilities
$826,176
Net assets
$4,483,157
Revenue
$8,393,921
Expenses
$7,340,262
Net income
$1,053,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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