Civic Intelligence

Nix Health Care Foundation

EIN 74-2777913 • 501(c)3 • San Antonio, TX

Profile

Promote health and wellness through education, awareness and prevention

414 Navarro Ste 1015San Antonio, TX 78205-2523

www.nixfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-56%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

90th percentile

$29,225

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 68.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-49%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$155,989

Down $23,955 (-13%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$155,989

Down $23,955 (-13%) from 2015

Revenue

Down

$43,006

Down $41,198 (-49%) from 2015

Expenses

Down

$66,961

Down $43,127 (-39%) from 2015

Net Income

Up

-$23,955

Up $1,929 (+7.5%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $149,803Liabilities 2010: $0Net Assets 2010: $149,8032010Assets 2011: $149,307Liabilities 2011: $0Net Assets 2011: $149,3072011Assets 2012: $208,912Liabilities 2012: $0Net Assets 2012: $208,9122012Assets 2013: $196,448Liabilities 2013: $0Net Assets 2013: $196,4482013Assets 2014: $215,828Liabilities 2014: $0Net Assets 2014: $215,8282014Assets 2015: $179,944Liabilities 2015: $0Net Assets 2015: $179,9442015Assets 2016: $155,989Liabilities 2016: $0Net Assets 2016: $155,9892016

Highlighted filing

2016

Assets$155,989
Liabilities$0
Net Assets$155,989

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $159,456Expenses 2010: $189,332Net Income 2010: -$29,8762010Revenue 2011: $283,596Expenses 2011: $284,092Net Income 2011: -$4962011Revenue 2012: $176,210Expenses 2012: $116,606Net Income 2012: $59,6042012Revenue 2013: $97,396Expenses 2013: $109,860Net Income 2013: -$12,4642013Revenue 2014: $105,644Expenses 2014: $86,264Net Income 2014: $19,3802014Revenue 2015: $84,204Expenses 2015: $110,088Net Income 2015: -$25,8842015Revenue 2016: $43,006Expenses 2016: $66,961Net Income 2016: -$23,9552016

Highlighted filing

2016

Revenue$43,006
Expenses$66,961
Net Income-$23,955

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.1
Gross Receipts
$109,100
Mission and Program Overview

Mission

Promote health and wellness through education, awareness and prevention

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$179,944$155,989▼ $23,955
Savings and Temporary Cash Investments$80,782$86,117▲ $5,335
Cash and Non-Interest-Bearing Accounts$96,964$69,872▼ $27,092
Land, Buildings, and Equipment, Net$2,198$0▼ $2,198
Accounts Receivable$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
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$179,944$155,989▼ $23,955
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$179,944$155,989▼ $23,955
Total Liabilities and Net Assets / Fund Balance$179,944$155,989▼ $23,955

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$48,833$48,833
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Betty J WelnackExecutive DirectorFT$29,225$29,225

Board Members and Trustees

NameTitle
John R StriebyChairman
Jesse C Delee MdDirector
John a Evans MdDirector
Joseph RaffertyDirector
Sam LeeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$66,650
Program Service Revenue
$441
Investment Income
$9
Other Revenue
$-24,094
All Other Contributions
$191
Change in Net Assets
$-23,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$29,225
Other Expenses$22,736
Grants and Similar Amounts Paid$15,000
Total Fundraising Expense$5,866
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$17,535$5,845$5,845$29,225
Grants to Domestic Orgs$15,000--$15,000
Other Expenses$7,447--$7,447
Office Expenses-$3,924-$3,924
Fees for Services Accounting-$2,300-$2,300
Depreciation Depletion-$2,196-$2,196
All Other Expenses-$1,843$21$1,864
Travel-$241-$241
Total Functional Expenses$44,746$16,349$5,866$66,961
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delee Evans Fnd for Sports Medicine & OrthopedicsSan Antonio, TX501(c)(3)Charitable$15,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$66,094
Fundraising Gross Income$42,000
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$79,980$26,501$19,408$7,093
River Parade$19,560$6,580$2,770$3,810
Total Events$108,459$42,000$66,094$-24,094
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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

All directors and officers are physician members or retired former members of the nix health medical staff or former officers of the system.

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the board of directors.

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

The board of directors reviews the form 990 in a meeting prior to it being filed with the irs.

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

The board completes a conflict of interest statement annually.

Form 990, Part VI, Section B, Line 15A

The executive director is the only employee of the organization. The position is reviewed annually by the chairman of the board along with employees of nix health.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Nix Health Care Foundation
EIN
74-2777913
In Care Of
% BETTY J WELNACK
Phone
2105793158
Address
414 NAVARRO STE 1015, SAN ANTONIO, TX 78205-2523

Signing Officer

Name
John F Strieby
Title
Chairman
Phone
2103428000
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betty J Welnack
Formed
1996
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
24

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
N Ari Berlin
Phone
2103428000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Lines 5 & 7

During 2016, all salaries and benefits for the staff were paid by nix health. Nix health care foundation reimburses nix health for the payment of these costs.

In-kind Donations

Nix health care foundation had the following donated in-kind services: $5,069 of in-kind rent for the nhcf office provided by nix spe

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IRS990/ProgSrvcAccomActy2Grp/Desc0Senior Gold (health & wellness program for seniors): conducted 10 seminars with a total attendance of 320 and a holiday party for 60 participants.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013292
IRS990/ProgSrvcAccomActy3Grp/Desc0Health Fairs/Events: Provided medical screenings and support for community health fairs and events.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05845
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PUBLIC EDUCATION & PASTORAL CARE PROGRAM
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Newsletter
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0685
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1919
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt095832
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05629
IRS990/PYInvestmentIncomeAmt011
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt031059
IRS990/PYOtherRevenueAmt0-12250
IRS990/PYProgramServiceRevenueAmt0611
IRS990/PYRevenuesLessExpensesAmt0-25884
IRS990/PYSalariesCompEmpBnftPaidAmt073400
IRS990/PYTotalExpensesAmt0110088
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt084204
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-23955
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0179944
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0155989
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080782
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt095832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0116229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0110044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0174487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0563242
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0298934
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85665
IRS990ScheduleA/PublicSupportPY170Pct00.92099
IRS990ScheduleA/PublicSupportTotal170Amt0482544
IRS990ScheduleA/SubstantialContributorsTotAmt080698
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt095832
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0116229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0110044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0174487
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0563242
IRS990ScheduleA/TotalSupportAmt0563289
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/EquipmentGrp/DepreciationAmt048833
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt048833
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt066459
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt053479
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt012980
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066094
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RIVER PARADE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014954
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05460
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt020414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0108459
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-24094
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04437
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04437
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04385
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026563
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019408
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02770
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013725
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0755
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014480
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DELEE EVANS FND FOR SPORTS MEDICINE & ORTHOPEDICS
IRS990ScheduleI/RecipientTable/RecipientEIN0742379797
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0414 NAVARRO
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078205
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE NIX HEALTH CARE FOUNDATION CAN CLOSELY MONITOR THE USE OF THE FUNDS AS THE DELEE-EVANS FOUNDATION IS A RELATED ORGANIZATION OF THE NIX HEALTH CARE FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL DIRECTORS AND OFFICERS ARE PHYSICIAN MEMBERS OR RETIRED FORMER MEMBERS OF THE NIX HEALTH MEDICAL STAFF OR FORMER OFFICERS OF THE SYSTEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE FORM 990 IN A MEETING PRIOR TO IT BEING FILED WITH THE IRS.

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