2023-10-18T13:04:14-05:00 2022-12-31 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-01-01 742557105 Create Healthy Foundation % CHRIS SEMMLER CREA 8309971297 PO Box 1339 Fredericksburg TX 78624 JAYNE POPE CEO 8309971297 2023-11-15 true Jayne Pope 999009999 Jeanette Verrelli P00742631 9727028262 2 2022 2023-04-26 12:10:37Z AMANDA STEVENS PO BOX 1339 FREDERICKSBURG TX 78624 11838836 false X CREATEHEALTHY.ORG X 1989 TX TO SUPPORT THE OPERATION AND MAINTENANCE OF CREATE HEALTHY MANAGEMENT AND ITS RELATED HEALTH CARE SERVICES. 21 21 4 21 0 0 1826038 934236 0 0 1026455 1160904 300 0 2852793 2095140 888927 439613 0 0 453890 347064 0 0 0 442928 467779 1785745 1254456 1067048 840684 43801367 38365458 5084812 4874070 38716555 33491388 CREATE HEALTHY FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF CREATE HEALTHY MANAGEMENT AND ITS RELATED NONPROFIT ENTITIES. false false 861281 439613 IN 2022, THE FOUNDATION FOR CREATE HEALTHY MANAGEMENT RAISED FUNDS TO SUPPORT THE CATH LAB AND THE WELLNESS CENTER RENOVATION. FUNDS WERE ALSO RAISED FOR THE GENERAL ENDOWMENT FUND, THE QUINN KOTT ENDOWMENT FUND AND NURSE STIPENDS. CREATE HEALTHY FOUNDATION ACCEPTED GIFTS MADE TO FREDERICKBURG HOSPICE NO 1 TO PROVIDE HOSPICE CARE, BEREAVEMENT COUNSELING, INFANT LOSS REMEMBRANCE SERVICES, PATIENT CARE ITEMS AND SUPPLIES LIKE BLANKETS, HEATERS AND FANS. 861281 true true false false false false false false false true true false false false true false true false 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 true false false false true X 5 0 true 4 true false false false false false false false false false false false false X 21 21 false false true false false false false true true false false true true true true true true true false false X CHRIS SEMMLER 8309971297 200 W WINDCREST FREDERICKSBURG TX 78624 AMANDA STEVENS CFRE EXECUTIVE DIRECTOR 20.0 20.0 X 107676 107676 41309 Mr Aaron Beeman DIRECTOR 0.5 0.0 X 0 0 0 Mrs Linda Cheslak DIRECTOR 0.5 0.0 X 0 0 0 Mr Jon Crenwelge DIRECTOR 0.5 0.0 X 0 0 0 Mr Jody Donovan DIRECTOR 0.5 0.0 X 0 0 0 Ms Margaret Dooley DIRECTOR 0.5 0.0 X 0 0 0 Ms Jan Dwyer DIRECTOR 0.5 0.0 X 0 0 0 Mr Allen Ersch Secretary 1.0 0.0 X X 0 0 0 Mrs Autumn Faucheux DIRECTOR 0.5 0.0 X 0 0 0 Mr Kyle Frey Treasurer 1.0 0.0 X X 0 0 0 Mrs Kathy Harper DIRECTOR 0.5 0.0 X 0 0 0 Mrs Elizabeth Harris DIRECTOR 0.5 0.0 X 0 0 0 Mrs Barbara Heinen DIRECTOR 0.5 0.0 X 0 0 0 Mrs Afton Hominick DIRECTOR 0.5 0.0 X 0 0 0 Mr Royce Hunter DIRECTOR 0.5 0.0 X 0 0 0 Ms Penny McBride DIRECTOR 0.5 0.0 X 0 0 0 Ms Allison McDade DIRECTOR 0.5 0.0 X 0 0 0 Mr Chris Schoessow PRESIDENT 1.0 0.0 X X 0 0 0 Ms Kristina Seracen DIRECTOR 0.5 0.0 X 0 0 0 Mr Edward Stroeher DIRECTOR 0.5 0.0 X 0 0 0 Mr John Washburne DIRECTOR 0.5 0.0 X 0 0 0 Mr Todd Willingham VICE PRESIDENT 0.5 0.0 X X 0 0 0 107676 107676 41309 1 false true false 0 934236 934236 0 846540 846540 0 0 0 0 0 10058060 9743696 314364 314364 314364 0 0 0 0 0 0 0 0 0 0 2095140 1160904 439613 439613 0 0 0 128331 32083 96248 0 162497 162497 9955 9955 22959 22959 23322 18365 4957 0 0 35400 35400 0 0 175959 175959 101380 48919 52461 9478 7112 2366 77173 57905 19268 0 0 4617 3636 981 593 467 126 0 11644 8737 2907 0 0 0 0 Dues & Subscriptions 5882 4413 1469 Recognition 29078 29078 Foreign invest tax 12437 12437 . 0 4138 3105 1033 1254456 861281 393175 0 141274 35650 2394782 1300375 0 0 1095115 230114 0 0 0 0 0 0 0 0 0 0 127003 47003 80000 80000 39871847 36564020 0 0 0 0 0 0 218349 155299 43801367 38365458 22073 36155 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5062739 4837915 5084812 4874070 X 14722885 12826416 23993670 20664972 38716555 33491388 43801367 38365458 X 840684 -6041211 -24640 X false true X true false X X 2 CREATE HEALTHY MANAGEMENT 746083124 3 true 439613 421668 FREDERICKSBURG HOSPICE NO 1 742912643 3 true 0 0 2 439613 421668 true false false false false false false false false false false false false false false true true true 0 0 0 0 849948 846540 849948 846540 0 0 185958 175959 0 0 663990 670581 28170151 28935567 12309406 9503050 0 40479557 38438617 0 0 40479557 38438617 607193 576579 39872364 37862038 1395533 1325171 0 1395533 1325171 663990 564392 1395533 1395533 0 1395533 439613 0 0 0 0 0 439613 0 1395533 0.0 1395533 0 4486563 767376 0 0 0 5253939 0 0 0 5253939 439613 0 0 439613 0 1395533 5693552 767376 0 0 0 0 SCHEDULE A, PART IV, SECTION D, LINE 3 SUPPORTED ORGANIZATION'S VOICE IN POLICIES: THE CREATE HEALTHY FOUNDATION EACH YEAR RECOMMENDS A LIAISON DIRECTOR TO THE CREATE HEALTHY MANAGEMENT. THIS MUTUALLY AGREED UPON CANDIDATE SERVES AS A FULL VOTING MEMBER OF BOTH BOARDS. ADDITIONALLY, THIS LIAISON DIRECTOR IS INVITED TO ATTEND ALL EXECUTIVE AND INVESTMENT COMMITTEE MEETINGS OF THE FOUNDATION TO PROVIDE INPUT AND A VOICE IN THE POLICIES AND PROCEEDINGS OF SAID COMMITTEES. THE CREATE HEALTHY MANAGEMENT CFO IS ALSO INVITED TO ATTEND ALL INVESTMENT COMMITTEE MEETINGS FOR INPUT. THE FOUNDATION EXECUTIVE DIRECTOR SERVES AS A MEMBER OF THE CHM EXECUTIVE TEAM. THE FOUNDATION BOARD CHAIR AND EXECUTIVE DIRECTOR ATTEND ALL REGULARLY SCHEDULED MEETINGS OF THE CHM BOARD OF TRUSTEES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24315719 14850 -4318366 589538 19422665 21012569 20555 3534951 252356 24315719 18879729 7535 2307819 182514 21012569 15042722 113054 3679370 -44583 18879729 17720826 24451 -1760145 942311 99 15042722 0.19000 0.46000 0.35000 false false 127003 47003 80000 80000 0 Due to Affiliate 4405274 Annuity Payable 432641 4837915 -4101430 -6041211 45240 -24640 -6020611 1919181 175959 175959 2095140 1123737 45240 45240 1078497 175959 175959 1254456 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: CREATE HEALTHY FOUNDATION HOLDS AND MAINTAINS THE ENDOWMENT FUNDS FOR THE BENEFIT OF CREATE HEALTHY MANAGEMENT. THERE ARE ENDOWMENTS DESIGNATED FOR THE FOLLOWING: EQUIPMENT AND TECHNOLOGY AT CHM; CHM NURSE STIPENDS, SCHOLARSHIPS, AND CERTIFICATIONS; AND STROKE EDUCATION AND AWARENESS. ADDITIONALLY, THERE ARE SEVERAL ENDOWMENT FUNDS ESTABLISHED AT THE FOUNDATION FOR CHM WHICH ARE UNRESTRICTED FOR PURPOSE. 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 XI, LINE 2D Reconciliation of revenue per audited financials with return: Change in split interest $(24,640) ------------------------- total $(24,640) true CREATE HEALTHY MANAGEMENT PO BOX 1339 FREDERICKSBURG TX 78624 746083124 501(C)(3) 439613 SUPPORT OPS 1 SCHEDULE I, PART I, LINE 2 PROCEDURES TO MONITOR THE USE OF GRANT FUNDS IN THE U.S.: THE FOUNDATION WORKS DIRECTLY WITH CHM DEPARTMENTS WHO HAVE RECEIVED GRANT FUNDING TO ENSURE PROPER USAGE. REGULAR FOLLOW-UP IS CONDUCTED WITH THESE DEPARTMENTS TO GARNER UPDATES ON GRANT FUNDED PROJECTS. FOLLOWING THE DICTATES OF THE GRANTS, THE FOUNDATION COMMUNICATES REGULARLY WITH FUNDING ORGANIZATIONS TO KEEP THEM APPRISED OF THE PROJECTS. false false false false false false false false false AMANDA STEVENS CFRE EXECUTIVE DIRECTOR 89176 89176 18500 18500 0 0 3689 3690 16965 16965 128330 128331 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, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE CREATE HEALTHY MANAGEMENT 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, SECTION B, LINE 12C PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: EVERY YEAR AT THE JANUARY BOARD MEETING THE BOARD SECRETARY PROVIDES EACH MEMBER OF THE CREATE HEALTHY FOUNDATION BOARD OF DIRECTORS WITH A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT. MEMBERS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY, COMPLETE THE DISCLOSURE STATEMENT AND RETURN THE DISCLOSURE STATEMENT TO THE FOUNDATION OFFICE WITHIN ONE MONTH OF THE JANUARY QUARTERLY BOARD MEETING. THIS PROCESS IS MONITORED BY THE BOARD SECRETARY. THESE FORMS ARE KEPT ON FILE IN THE FOUNDATION OFFICE AND REVIEWED ANNUALLY BY THE FOUNDATION SECRETARY TO IDENTIFY ANY POSSIBLE CONFLICTS OF INTEREST. IN 2022 THERE WAS 100% COMPLIANCE. POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AT THE GOVERNANCE COMMITTEE AND RECORDED IN THE MINUTES. IF A CONFLICT IS FOUND TO EXIST THE COMMITTEE SENDS A LETTER TO THE BOARD MEMBER INSTRUCTING THEM TO ABSTAIN FROM VOTING WHEN APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION: THE PROCESS USED FOR DETERMINING COMPENSATION FOR THE CREATE HEALTHY FOUNDATION EXECUTIVE DIRECTOR OCCURS ANNUALLY. IN CONJUNCTION WITH THE CREATE HEALTHY MANAGEMENT HUMAN RESOURCES DEPARTMENT AND CREATE HEALTHY MANAGEMENT ANNUAL SALARY SURVEY, DATA IS PROVIDED BY A CONTRACTED VENDOR WHO EVALUATED COMPENSATION AND MAKES RECOMMENDATIONS ON POSITION SALARY RANGES BASED ON THE LABOR MARKET. EVALUATION AND COMPENSATION DECISION MADE BY CEO AND DOCUMENTED IN EMPLOYEES RECORDS IN HR DEPARTMENT. COMPENSATION IS RATIFIED BY THE FOUNDATION BOARD DURING BUDGETING PROCESS. THE LAST COMPENSATION COMPARISON OCCURRED IN FALL OF 2022. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION'S GOVERNING DOCUMENTS INCLUDING BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON REQUEST. FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, HOWEVER CERTAIN SUMMARY FINANCIAL INFORMATION MAY BE AVAILABLE IN THE ORGANIZATION'S ANNUAL REPORT TO THE COMMUNITY. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: The Executive Committee shall be comprised of the President, Vice President, Secretary, Treasurer and four Directors elected at large by the Board. When the Board is not in session, Executive Committee shall have and exercise all of the authority of the Board in the management of the Corporation. Minutes of the Executive Committee meetings shall be submitted to the Board, and its actions shall be subject to ratification by the Board at the next regular Board meeting. FORM 990, PART V, LINE 2A NUMBER OF EMPLOYEES ON FORM W-3: THE ORGANIZATION'S FORM W-2S ARE ISSUED BY A RELATED ORGANIZATION, CREATE HEALTHY MANAGEMENT, AND COSTS ARE ALLOCATED TO THE FOUNDATION. THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A IS THE NUMBER OF EMPLOYEES WHO SPENT TIME WORKING FOR THE FILING ORGANIZATION. FORM 990, PART XI, LINE 9 Other changes in net assets or fund balances: Change in split interest agreements $(24,640) FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE ORGANIZATION CHANGED ITS NAME FROM HILL COUNTRY MEMORIAL HOSPITAL FOUNDATION TO CREATE HEALTHY FOUNDATION. THE GOVERNING DOCUMENTS WERE UPDATED TO REFLECT THE NEW NAME AND THAT OF ITS RELATED ORGANIZATIONS. Create Healthy Management PO BOX 1339 FREDERICKSBURG TX 78624 746083124 HOSPITAL TX 501(C)(3) 3 None false FredEricksburg Physicians No 2 PO BOX 1339 FREDERICKSBURG TX 78624 262553196 HEALTHCARE TX 501(C)(3) 12, TYPE I CHM false Fredericksburg Physicians No 1 PO Box 1339 FREDERICKSBURG TX 78624 272860109 HEALTHCARE TX 501(C)(3) 3 CHM false Fredericksburg Hospice No 1 PO Box 1339 FREDERICKSBURG TX 78624 742912643 HOSPICE TX 501(C)(3) 3 CHM false false true false false false false false false false false true true false true true true false true false