COASTAL BEND WELLNESS FOUNDATION I… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Phone

3618142001

Tax Period

2024-09-01 to 2025-08-31

COASTAL BEND WELLNESS FOUNDATION INC, founded in 1986, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $19.1M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.2M, a strong 27% operating margin.

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 Service Accomplishments

Program 1

Expenses: $11,732,629 Revenue: $0

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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,175,636

Program Service Revenue $8,456,851

Investment Income $502,839

Other Revenue $0

TOTAL REVENUE $19,135,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,847,965

Fundraising Expenses $0

Program Expenses $11,732,629

Other Expenses $6,107,779

TOTAL EXPENSES $13,955,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,135,326	$17,603,489	+0.1%
Expenses	$13,955,744	$14,569,758	0.0%
Net Income	$5,179,582	$3,033,731	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$233,600

Total Directors

Key Employees

$946,806

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIANA E GONZALES	VICE CHAIRMAN	1.00	Director	$0	$0	$0
LEE WHITE	MEMBER	1.00	Director	$0	$0	$0
MARY JANE HAMILTON PHD	QA CHAIR	1.00	Director	$0	$0	$0
KELLY BEZIO	SECRETARY	1.00	Director	$0	$0	$0
ROLAND PADILLA	MEMBER	1.00	Director	$0	$0	$0
SHERDEANA OWENS	MEMBER	1.00	Director	$0	$0	$0
KENNY WOODS	CHAIRMAN	1.00	Director	$0	$0	$0
FRANCISCO MORALES	TREASURER	1.00	Director	$0	$0	$0
ERIC SPICUZZA	MD	40.00	Highest	$238,478	$0	$238,478
BILL HOELSCHER	CEO	40.00	Officer Key Emp Highest	$233,600	$0	$233,600
MEREDITH GRANTHAM	COO	40.00	Key Emp Highest	$160,580	$0	$160,580
SUSANNAH ALBA-PADRON	NP	40.00	Highest	$171,418	$0	$171,418
ROLANDO PEREZ	MD	40.00	Key Emp Highest	$260,400	$0	$260,400
KATHERINE HANSARD CLARKSON	CFO	40.00	Key Emp	$154,826	$0	$154,826
PETER DESOPO	MEMBER	1.00	Director	$0	$0	$0
RON KANIPES	MEMBER	1.00	Director	$0	$0	$0
DAVY SHEPHERD	MD	40.00	Highest	$188,510	$0	$188,510
AUGUSTIN DE LA GARZA	COO	40.00	Key Emp Highest	$137,400	$0	$137,400

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$19,135,326	$13,955,744	$30,856,995	$5,179,582
2024	$17,603,489	$14,569,758	$25,482,200	$3,033,731
2023	$17,168,572	$14,257,781	$21,956,584	$2,910,791
2022	$15,685,384	$12,367,785	$19,148,285	$3,317,599
2021	$13,186,207	$9,237,466	$15,117,609	$3,948,741
2020	$12,220,884	$8,098,765	$13,123,428	$4,122,119
2019	$8,594,420	$7,215,740	$10,682,884	$1,378,680
2018	$8,553,838	$6,299,554	$5,225,615	$2,254,284

COASTAL BEND WELLNESS FOUNDATION INC