Civic Intelligence

Wellmed Charitable Foundation

990 • Fiscal year 2016 • EIN 20-5087010

Jan 01, 2016 to Dec 31, 2016

Organization ProfileWWW.WELLMEDCHARITABLEFOUNDATION.ORG
San Antonio, TX
Siviq Scores

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

Liabilities / Assets

57th percentile

0.15x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.14x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2016

Revenue Growth

76th percentile

20%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$2,928,858

Up $997,034 (+52%) from 2014

Net Assets

Up

$2,489,904

Up $1,279,470 (+106%) from 2014

Liabilities

Down

$438,954

Down $282,436 (-39%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Up

$3,167,726

Up $955,411 (+43%) from 2014

Expenses

Up

$2,271,005

Up $352,783 (+18%) from 2014

Net Income

Up

$896,721

Up $602,628 (+205%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2016

Assets$2,928,858
Liabilities$438,954
Net Assets$2,489,904
Open 2016 Filing

Operations Trend

Revenue Growth76th 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

2016

Revenue$3,167,726
Expenses$2,271,005
Net Income$896,721
Open 2016 Filing
Filing Detail Status

This 2016 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Mission and Program Overview

Mission

Health education and charitable giving

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$2,928,858
Liabilities
$438,954
Net assets
$2,489,904
Revenue
$3,167,726
Expenses
$2,271,005
Net income
$896,721
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
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