Nonprofit · EIN 74-2429518
COASTAL BEND WELLNESS FOUNDATION INC
Tax-exempt · CORP CHRISTI, TX 78415
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $19,135,326 | $13,955,744 | $5,179,582 | $30,856,995 | $1,245,413 | $29,611,582 |
| August 31, 2024 | 990 | $17,603,489 | $14,569,758 | $3,033,731 | $25,482,200 | $1,339,777 | $24,142,423 |
| August 31, 2023 | 990 | $17,168,572 | $14,257,781 | $2,910,791 | $21,956,584 | $1,319,661 | $20,636,923 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $10,175,636
- of which government grants
- $9,875,914
- Program service revenue
- $8,456,851
- Investment income
- $502,839
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,545,212
- Other salaries and wages
- $4,922,204
- Salaries, compensation and benefits (total)
- $7,847,965
- Professional fundraising fees
- $0
- Legal fees
- $1,370
- Accounting fees
- $27,942
- Occupancy
- $59,666
- Travel
- $102,765
- Depreciation
- $401,358
- Program services (functional)
- $11,732,629
- Management and general (functional)
- $2,223,115
Balance sheet and other
- Total assets, start of year
- $25,482,200
- Total assets, end of year
- $30,856,995
- Total liabilities, end of year
- $1,245,413
- Net assets, end of year
- $29,611,582
- Land, buildings and equipment
- $6,911,905
- Net assets without donor restrictions
- $29,611,582
- Gross receipts
- $19,135,326
- Employees
- 25
- Volunteers
- 30
- Year formed
- 1986
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROLANDO PEREZ | MD Key employee, Highest-paid employee | 40 | $260,400 |
| ERIC SPICUZZA | MD Highest-paid employee | 40 | $238,478 |
| BILL HOELSCHER | CEO Officer, Key employee, Highest-paid employee | 40 | $233,600 |
| DAVY SHEPHERD | MD Highest-paid employee | 40 | $188,510 |
| SUSANNAH ALBA-PADRON | NP Highest-paid employee | 40 | $171,418 |
| MEREDITH GRANTHAM | COO Key employee, Highest-paid employee | 40 | $160,580 |
| KATHERINE HANSARD CLARKSON | CFO Key employee | 40 | $154,826 |
| AUGUSTIN DE LA GARZA | COO Key employee, Highest-paid employee | 40 | $137,400 |
| LIANA E GONZALES | VICE CHAIRMAN Trustee or director | 1 | $0 |
| LEE WHITE | MEMBER Trustee or director | 1 | $0 |
| MARY JANE HAMILTON PHD | QA CHAIR Trustee or director | 1 | $0 |
| KELLY BEZIO | SECRETARY Trustee or director | 1 | $0 |
| ROLAND PADILLA | MEMBER Trustee or director | 1 | $0 |
| SHERDEANA OWENS | MEMBER Trustee or director | 1 | $0 |
| KENNY WOODS | CHAIRMAN Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCISCO MORALES | TREASURER Trustee or director | 1 | $0 |
| PETER DESOPO | MEMBER Trustee or director | 1 | $0 |
| RON KANIPES | MEMBER Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROLANDO PEREZ | MD Key employee, Highest-paid employee | 40 | $243,893 |
| ERIC SPICUZZA | MD Highest-paid employee | 40 | $206,421 |
| BILL HOELSCHER | CEO Officer, Key employee | 40 | $159,416 |
| MEREDITH GRANTHAM | COO Highest-paid employee | 40 | $134,196 |
| ROSA MARTINEZ | NP Highest-paid employee | 40 | $124,909 |
| AUGUSTIN DE LA GARZA | COO Highest-paid employee | 40 | $111,833 |
| DAVID GUERRA | NP Highest-paid employee | 40 | $108,877 |
| PATRICIA MULLAN-WALDROP | NP Key employee, Highest-paid employee | 40 | $102,343 |
| ALISON JOHNSON | DIRECTOR OF COMMUNITY OUTREACH Highest-paid employee | 40 | $92,151 |
| VIRGINIA BELLAMY | NP Key employee | 40 | $53,112 |
| RHONDA BERGEY | CFO Key employee | 40 | $31,199 |
| LIANA E GONZALES | VICE CHAIRMAN Trustee or director | 1 | $0 |
| LEE WHITE | MEMBER Trustee or director | 1 | $0 |
| MARY JANE HAMILTON PHD | QA CHAIR Trustee or director | 1 | $0 |
| KELLY BEZIO | SECRETARY Trustee or director | 1 | $0 |
| RUDY GARCIA | MEMBER Trustee or director | 1 | $0 |
| ROLAND PADILLA | MEMBER Trustee or director | 1 | $0 |
| SHERDEANA OWENS | MEMBER Trustee or director | 1 | $0 |
| KENNY WOODS | CHAIRMAN Trustee or director | 1 | $0 |
| FRANCISCO MORALES | TREASURER Trustee or director | 1 | $0 |
| SRIDHAR ANANDULA | MEMBER Trustee or director | 1 | $0 |
| SANDRA SEYMOUR | MEMBER Trustee or director | 1 | $0 |
| BONIFACIO VEGA II | MEMBER Trustee or director | 1 | $0 |
| JERRY CANTU | MEMBER Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROLANDO PEREZ | MD Key employee | 40 | $252,748 |
| ERIC SPICUZZA | MD Highest-paid employee | 40 | $229,908 |
| BILL HOELSCHER | CEO Officer, Key employee | 40 | $183,343 |
| MEREDITH GRANTHAM | COO Highest-paid employee | 40 | $137,680 |
| RHONDA BERGEY | CFO Key employee | 40 | $128,471 |
| PATRICIA MULLAN-WALDROP | NP Key employee | 40 | $126,966 |
| ROSA MARTINEZ | NP Highest-paid employee | 40 | $124,901 |
| VIRGINIA BELLAMY | NP Highest-paid employee | 40 | $120,459 |
| AUGUSTIN DE LA GARZA | COO Highest-paid employee | 40 | $120,164 |
| DAVID GUERRA | NP Highest-paid employee | 40 | $109,741 |
| ALISON JOHNSON | DIRECTOR OF COMMUNITY OUTREACH Highest-paid employee | 40 | $99,997 |
| LIANA E GONZALES | VICE CHAIRMAN Trustee or director | 1 | $0 |
| LEE WHITE | MEMBER Trustee or director | 1 | $0 |
| MARY JANE HAMILTON PHD | QA CHAIR Trustee or director | 1 | $0 |
| KELLY BEZIO | SECRETARY Trustee or director | 1 | $0 |
| RUDY GARCIA | MEMBER Trustee or director | 1 | $0 |
| ROLAND PADILLA | MEMBER Trustee or director | 1 | $0 |
| SHERDEANA OWENS | MEMBER Trustee or director | 1 | $0 |
| KENNY WOOD | CHAIRMAN Trustee or director | 1 | $0 |
| FRANCISCO MORALES | TREASURER Trustee or director | 1 | $0 |
| SRIDHAR ANANDULA | MEMBER Trustee or director | 1 | $0 |
| SANDRA SEYMOR | MEMBER Trustee or director | 1 | $0 |
| BONIFACIO VEGA II | MEMBER Trustee or director | 1 | $0 |
| ROLAND PADILLA | MEMBER Trustee or director | 1 | $0 |
| JERRY CANTU | MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2882 HOLLY RD, CORP CHRISTI, TX 78415-4106
- Principal officer (990 for 2024)
- BILL HOELSCHER, 2882 HOLLY RD, CORPUS CHRISTI, TX 78415
- Signed the 990
- BILL HOELSCHER, CEO
- Phone
- (361) 814-2001
- Website
- www.cbwellness.org
- Return prepared by
- Raul Hernandez & Company PC
Mission
CBWF PROVIDES PRIMARY MEDICAL CARE, HIV SPECIALIZED SERVICES, HIV CASE MANAGEMENT, BEHAVIORAL HEALTH/SUBSTANCE ABUSE SERVICES TO COMMUNITY AS FEDERALLY QUALIFIED HEALTH CENTER. CBWF ALSO PROVIDES TESTING, PREVENTION, CASE MANAGEMENT AND INTERVENTION SERVICES TO TARGETED INDIVIDUALS.
Program accomplishments
- CBWF PROVIDES PRIMARY MEDICAL CARE, HIV SPECIALIZED SERVICES, HIV CASE MANAGEMENT, BEHAVIORAL HEALTH/SUBSTANCE ABUSE SERVICES TO COMMUNITY AS FEDERALLY QUALIFIED HEALTH CENTER. CBWF ALSO PROVIDES TESTING, PREVENTION, CASE MANAGEMENT AND INTERVENTION SERVICES TO TARGETED INDIVIDUALS.Expenses $11,732,629
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 74-2429518
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G81Z)
- Assets (IRS master file)
- $30,856,995
- Income (IRS master file)
- $19,135,326
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $19,135,326 | $13,955,744 | $30,856,995 | XML |
| 990 | August 2024 | $17,603,489 | $14,569,758 | $25,482,200 | XML |
| 990 | August 2023 | $17,168,572 | $14,257,781 | $21,956,584 | XML |
| 990 | August 2022 | $15,685,384 | $12,367,785 | $19,148,285 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2429518).
Questions about COASTAL BEND WELLNESS FOUNDATION INC
- What is the EIN of COASTAL BEND WELLNESS FOUNDATION INC?
- The employer identification number (EIN) of COASTAL BEND WELLNESS FOUNDATION INC is 74-2429518.
- Is COASTAL BEND WELLNESS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to COASTAL BEND WELLNESS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COASTAL BEND WELLNESS FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COASTAL BEND WELLNESS FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COASTAL BEND WELLNESS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of COASTAL BEND WELLNESS FOUNDATION INC?
- The 990 for the year ended August 31, 2025 names BILL HOELSCHER.
- Who are the officers and directors of COASTAL BEND WELLNESS FOUNDATION INC?
- The 990 for the year ended August 31, 2025 lists 18 people; 8 received compensation from the organization, the highest $260,400 (ROLANDO PEREZ, MD).
- How much revenue does COASTAL BEND WELLNESS FOUNDATION INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $19,135,326, expenses of $13,955,744 and total assets of $30,856,995 at year end.
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