2026-08-21T12:33:33+00:00 2024-12-31 440160260 FORVIS MAZARS LLP 14221 DALLAS PARKWAY SUITE 400 DALLAS TX 75254 990 2024-01-01 742557105 CREATE HEALTHY FOUNDATION CREA 8309971297 PO BOX 1339 FREDERICKSBURG TX 78624 JAYNE POPE CEO 8309971297 2026-08-21 true ANDREW J GRAY P01517705 9727028262 2026-08-19 2024 2025-03-06 01:10:19Z X JAYNE POPE PO BOX 1339 FREDERICKSBURG TX 78624 10367550 false X WWW.CREATEHEALTHY.ORG X 1989 TX TO SUPPORT THE OPERATION AND MAINTENANCE OF CREATE HEALTHY MANAGEMENT AND ITS RELATED HEALTH CARE AND WELLNESS SERVICES. 6 6 0 25 0 0 2138836 664640 0 1499503 2226382 2967 841 3641306 2891863 161104 4127103 0 240261 0 0 0 326240 301038 727605 4428141 2913701 -1536278 40979924 41983691 984601 1351713 39995323 40631978 CREATE HEALTHY FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF CREATE HEALTHY MANAGEMENT AND ITS RELATED NONPROFIT ENTITIES. false false 4127103 4127103 THE FOUNDATION RAISED FUNDS TO SUPPORT WELLNESS CENTER AND OTHER PROJECTS. 4127103 true true false false false false false false false true true false false false true false true true false false false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false true 1 0 true 0 false false false false false false false false false false false false X 6 6 false false true false false true false true false false false false true true true true true true false false false false X CHRIS SEMMLER 8309971297 101 IDA MAE DRIVE FREDERICKSBURG TX 78624 CHRIS SCHOESSOW VICE-CHAIR 0.5 0.5 X X 0 0 0 JENNY WEISER CHAIR 0.5 0.5 X X 0 0 0 JOEL JUNKER SECRETARY 0.5 0.5 X X 0 0 0 DAN SECHRIST DIRECTOR (END: 12/24) 0.5 0.5 X 0 0 0 JOHN HUTCHERSON DIRECTOR 0.5 0.5 X 0 0 0 JOHN RAMSEY DIRECTOR 0.5 0.5 X 0 0 0 ROYCE HUNTER DIRECTOR (END: 01/24) 0.5 0.5 X 0 0 0 TODD WILLINGHAM DIRECTOR 0.5 0.5 X 0 0 0 CHRIS SEMMLER VP OF FINANCE 2.0 38.0 X 0 179981 14355 JAYNE POPE PRESIDENT AND CEO 3.0 37.0 X 0 337240 24890 AMANDA STEVENS VP OF STRATEGIC PHILANTHROPY 10.0 30.0 X 0 180495 23761 0 697716 63006 0 false true false 0 664640 664640 0 0 0 0 0 1012751 1012751 0 0 8689318 7475687 1213631 0 1213631 1213631 MISCELLANEOUS REVENUE 900099 841 841 0 0 0 0 841 2891863 0 0 2227223 4127103 4127103 0 0 0 0 102463 102463 184124 184124 11284 0 11284 0 1454 1454 1705 1705 TAXES 8 8 0 0 0 0 4428141 4127103 301038 0 51782 51853 313892 175970 35244 29773 0 0 0 0 80000 0 80000 80000 40406758 41616898 0 0 92248 29197 40979924 41983691 0 0 984601 1351713 984601 1351713 X 15426486 17250680 24568837 23381298 39995323 40631978 40979924 41983691 X -1536278 2189254 -16321 X false true true X X 1 CREATE HEALTHY MANAGEMENT 746083124 9 true 4127103 0 1 4127103 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25016143 300000 3247923 28564066 19422665 1524910 4071399 2831 25016143 24315719 14850 -4318366 0 589538 0 19422665 21012569 20555 3534951 0 252356 0 24315719 18879729 7535 2307819 0 182514 0 21012569 0.21 0.38 0.41 false false 80000 80000 80000 FEDERAL INCOME TAXES DUE TO AFFILIATE 966530 ANNUITY PAYABLE 385183 1351713 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS CREATE HEALTHY FOUNDATION HOLDS AND MAINTAINS ENDOWMENT FUNDS FOR THE BENEFIT OF CERTAIN COMMUNITY NEEDS. CERTAIN ENDOWMENTS ARE BOARD DIRECTED, WHILE OTHERS ARE DONOR RESTRICTED. ENDOWMENT FUNDS ARE DESIGNATED FOR EQUIPMENT AND TECHNOLOGY, NURSE STIPENDS, SCHOLARSHIPS, HEALTH RELATED PROFESSIONAL CERTIFICATIONS, AND STROKE EDUCATION AND AWARENESS. ADDITIONALLY THERE ARE SEVERAL UNRESTRICTED ENDOWMENT FUNDS. true CREATE HEALTHY MANAGEMENT PO BOX 1339 FREDERICKSBURG TX 78624 746083124 501(C)(3) 4127103 OPERATIONS OF THE WELLNESS CENTER AND OTHER PROJECTS. 1 0 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS THE ORGANIZATION'S GRANT TO ITS SUPPORTED ORGANIZATION IS MONITORED THROUGH ITS CLOSELY CONNECTED RELATIONSHIP TO ITS SUPPORTED ORGANIZATION AS REPORTED AT FORM 990, SCHEDULE A, PART I AND PART IV. X X X false false false false false false false false false JAYNE POPE PRESIDENT AND CEO 0 337240 0 0 0 0 0 13631 0 11259 0 362130 0 0 CHRIS SEMMLER VP OF FINANCE 0 179981 0 0 0 0 0 7200 0 7155 0 194336 0 0 AMANDA STEVENS VP OF STRATEGIC PHILANTHROPY 0 180495 0 0 0 0 0 7609 0 16152 0 204256 0 0 SCHEDULE J, PART I, LINE 3 COMPENSATION OF EXECUTIVE DIRECTOR CREATE HEALTHY MANAGEMENT, A RELATED ORGANIZATION, DETERMINES COMPENSATION OF THE EXECUTIVE DIRECTOR THROUGH THE USE OF THE FOLLOWING: - COMPENSATION COMMITTEE - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, LINE 15A PROCESS FOR DETERMINING COMPENSATION THE BOARD, THROUGH ITS RELATED ORGANIZATION, CREATE HEALTHY MANAGEMENT, REVIEWS RELEVANT WAGE SURVEY AND DATA TO DETERMINE CEO COMPENSATION. DATA AND SURVEYS ARE SUPPLIED BY A NATIONAL COMPENSATION FIRM THAT SPECIALIZES IN COMPENSATION CONSULTING. THE COMPENSATION EVALUATION PROCESS IS AS FOLLOWS: THE CEO COMPENSATION IS SET BY THE INDEPENDENT BOARD OF DIRECTORS. SALARY IS ACCOUNTED FOR THE SIZE AND COMPLEXITY OF THE ORGANIZATION AND THE KNOWLEDGE AND EXPERIENCE OF THE EMPLOYEE. ALL SALARIES ARE REFLECTIVE OF THE MARKET DATA UTILIZED. LEADERSHIP COMPENSATION IS REVIEWED ANNUALLY BY THE AUDIT AND FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. THE MOST RECENT REVIEW WAS APPROVED IN DECEMBER 2024 AND WAS DOCUMENTED THROUGH BOARD MEETING MINUTES. THE PROCESS FOR OTHER LEADERSHIP POSITIONS IS FOR THE INDEPENDENT BOARD TO APPROVE THE ANNUAL BUDGET, INCLUSIVE OF SALARIES DETERMINED BASED ON COMPARATIVE SALARY DATA. THIS PROCESS IS DOCUMENTED IN THE BOARD MEETING MINUTES. SINCE THIS PROCESS IS CONDUCTED BY A RELATED ORGANIZATION AND IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, LINES 15A AND 15B ARE ANSWERED "NO". FORM 990, PART VI, LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS ON NOVEMBER 20, 2024, THE ORGANIZATION AMENDED AND RESTATED ITS BYLAWS. CHANGES INCLUDED: REVISING OFFICER STRUCTURE (PRESIDENT & CEO AS EXOFFICIO, NONVOTING); EXPANDING ACTIONS REQUIRING A TWOTHIRDS BOARD VOTE (INCLUDING SUBSIDIARIES/JVS, DEBT, AND BOARDDESIGNATED FUNDS); REVISING OFFICER TERM LIMITS AND DIRECTOR ATTENDANCE; AND UPDATING THE BYLAW AMENDMENT PROCEDURE. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY MEMBERS OF THE BOARD OF DIRECTORS SHALL EACH BE APPOINTED FROM THE BOARD OF DIRECTORS OF CREATE HEALTHY MANAGEMENT AND SHALL SERVE A TERM CONTERMINOUS WITH THEIR TERM ON THE CREATE HEALTHY MANAGEMENT BOARD OF DIRECTORS. FORM 990, PART VI, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODY NO SUCH COMMITTEE EXISTS WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE CREATE HEALTHY FOUNDATION BOARD MEMBERS ARE PROVIDED ELECTRONIC ACCESS TO THE FORM 990 IN ADVANCE OF A BOARD MEETING. FORMAL REVIEW IS THEN HELD AT A MEETING PRIOR TO FILING. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY CONFLICT OF INTEREST FORMS ARE COMPLETED BY BOARD MEMBERS, OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES ON AN ANNUAL BASIS. ALL DISCLOSURES ARE REVIEWED BY THE BOARD GOVERNANCE COMMITTEE AND REPORTED TO THE BOARD. BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTING ON ISSUES RELATED TO THEIR CONFLICT. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION VALUES TRANSPARENCY AND ACCOUNTABILITY. UPON REQUEST, COPIES OF KEY GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC. ADDITIONALLY, ANYONE CAN REQUEST OUR IRS FORM 990, EXEMPTION APPLICATION, AND IRS DETERMINATION LETTER, HELPING COMMUNITY MEMBERS UNDERSTAND OUR MISSION AND FINANCES. WHILE FULL FINANCIAL REPORTS ARE NOT PUBLICLY DISTRIBUTED, HIGHLIGHTS AND SUMMARY FINANCIAL INFORMATION CAN ALWAYS BE FOUND IN OUR ANNUAL REPORT TO THE COMMUNITY, SO SUPPORTERS AND STAKEHOLDERS CAN SEE OUR IMPACT. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN SPLIT INTEREST - -16321; TOTAL - -16321; FORM 990, PAGE 1, BOX B AMENDED RETURN DESCRIPTION THE FOLLOWING CHANGES WERE MADE TO FORM 990: FORM 990, SCHEDULE A, PART I, LINE 12G(A)(III) CHANGED FROM "3. HOSPITAL. SECTION 170(B)(1)(A)(III)." TO "10. AN ORG. FOLLOWING SUPPORT/INVESTMENT INCOME TEST. SECTION 509(A)(2)." FORM 990, SCHEDULE R, PART II, LINE (1)(B) CHANGED FROM "HOSPITAL" TO "HEALTH AND WELLNESS". FORM 990, SCHEDULE R, PART II, LINE (1)(E) CHANGED FROM "3" TO "10". CREATE HEALTHY MANAGEMENT PO BOX 1339 FREDERICKSBURG TX 78624 746083124 HEALTH AND WELLNESS TX 501(C)(3) 10 NONE false FREDERICKSBURG HOSPICE NO 1 PO BOX 1339 FREDERICKSBURG TX 78624 742557105 HOSPICE TX 501(C)(3) 3 CHM false FREDERICKSBURG PHYSICIANS NO 2 PO BOX 1339 FREDERICKSBURG TX 78624 226255319 HEALTHCARE TX 501(C)(3) TYPE I CHM false FREDERICKSBURG PHYSICIANS NO 1 PO BOX 1339 FREDERICKSBURG TX 78624 127286010 HEALTHCARE TX 501(C)(3) 3 CHM false CHARITABLE REMAINDER ANNUITY TRUST (2) FUNDING TX NONE TRUST false true false false false false false false false false false false false true true true true true true