Nonprofit · EIN 20-5087010
WELLMED CHARITABLE FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78257
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,393,921 | $7,340,262 | $1,053,659 | $5,309,333 | $826,176 | $4,483,157 |
| December 31, 2023 | 990 | $3,838,583 | $3,960,192 | -$121,609 | $4,164,123 | $734,625 | $3,429,498 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $8,195,951
- of which government grants
- $809,278
- Program service revenue
- $0
- Investment income
- $78,220
- Net income from fundraising events
- $119,750
- Other revenue
- $119,750
Expenses
- Grants and similar amounts paid
- $1,859,888
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $501,109
- Salaries, compensation and benefits (total)
- $501,109
- Professional fundraising fees
- $0
- Legal fees
- $63,726
- Accounting fees
- $75,948
- Occupancy
- $3,754,653
- Program services (functional)
- $6,833,753
- Management and general (functional)
- $506,509
Balance sheet and other
- Total assets, start of year
- $4,164,123
- Total assets, end of year
- $5,309,333
- Total liabilities, end of year
- $826,176
- Net assets, end of year
- $4,483,157
- Gross receipts
- $8,575,695
- Employees
- 0
- Volunteers
- 614
- Year formed
- 2006
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE M RAPIER III | CHAIRMAN Trustee or director | 1 | $0 |
| BRYAN D GRUNDHOEFER | MANAGER Trustee or director, Officer | 1 | $0 |
| RICHARD MANNING | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CJ ROACH | SECR/TREAS Trustee or director, Officer | 1 | $0 |
| CARLOS HERNANDEZ | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA ALLEN | DIRECTOR Trustee or director | 1 | $0 |
| CAROL E ZERNIAL | EXECUTIVE DIRECTOR Officer | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE M RAPIER III | CHAIRMAN Trustee or director | 1 | $0 |
| BRYAN D GRUNDHOEFER | MANAGER Trustee or director, Officer | 1 | $0 |
| RICHARD MANNING | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CJ ROACH | SECR/TREAS Trustee or director, Officer | 1 | $0 |
| JIMMIE KEENAN | DIRECTOR Trustee or director | 1 | $0 |
| CARLOS HERNANDEZ | DIRECTOR Trustee or director | 1 | $0 |
| CAROL E ZERNIAL | EXECUTIVE DIRECTOR Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 19500 IH 10 W BLDG 1 MAILSTOP 5132, SAN ANTONIO, TX 78257-9509
- In care of
- % GREG T MURRAY PLLC
- Principal officer (990 for 2024)
- GEORGE M RAPIER III, 19500 IH 10 W BLDG 1 Mailstop, San Antonio, TX 78257
- Signed the 990
- BRYAN GRUNDHOEFER, PRESIDENT
- Phone
- (210) 617-4219
- Return prepared by
- ERNST & YOUNG US LLP
Mission
OUR MISSION IS TO SUPPORT SENIORS AND THEIR CAREGIVERS IN OUR COMMUNITY WITH A SPECIAL EMPHASIS ON WELLNESS AND PREVENTION.
Program accomplishments
- WELLMED CHARITABLE FOUNDATION CONTRIBUTES FINANCIAL ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY BASED ON NEED. There were 247 cash awards provided as part of the Compassion Fund.Expenses $1,855,137 · grants $1,855,137
- WELLMED CHARITABLE FOUNDATION OPERATES 11 SENIOR CENTERS AND PROVIDES CLASSROOM INSTRUCTION AND EDUCATION FOR THE BENEFIT OF THE SENIOR CITIZENS VARYING BY LOCATION, INCLUDING BUT NOT LIMITED TO HEALTH SCREENINGS, ACTIVITIES, SEMINARS, AND MEALS.Expenses $4,978,616
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5087010
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $5,309,333
- Income (IRS master file)
- $8,575,695
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,393,921 | $7,340,262 | $5,309,333 | XML |
| 990 | December 2023 | $3,838,583 | $3,960,192 | $4,164,123 | XML |
| 990 | December 2022 | $4,745,308 | $4,989,772 | $5,178,028 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 20-5087010).
Questions about WELLMED CHARITABLE FOUNDATION
- What is the EIN of WELLMED CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WELLMED CHARITABLE FOUNDATION is 20-5087010.
- Is WELLMED CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WELLMED CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLMED CHARITABLE FOUNDATION 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 WELLMED CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLMED CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WELLMED CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 names GEORGE M RAPIER III.
- Who are the officers and directors of WELLMED CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does WELLMED CHARITABLE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,393,921, expenses of $7,340,262 and total assets of $5,309,333 at year end.
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