SAN ANTONIO AREA FOUNDATION GROUP RETURN: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAN ANTONIO AREA FOUNDATION GROUP RETURN (EIN 20-1110274)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349317228
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:04:36-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201110274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANTONIO AREA FOUNDATION GROUP RETURN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANA | BusinessNameControlTxt |
| Phone | 2102252243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 PEARL PKWY 114 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782151285 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY CAMPBELL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2102252243 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CINDY | PersonFirstNm |
| Person Last | CAMPBELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPHINE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARJORIE FRENCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 PEARL PKWY 114 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782151285 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,301,863 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (1) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Group Exemption | 3910 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAAFDN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS, SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR TEACHER STIPENDS. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 54 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 54 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $2,786 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,463 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,730,681 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,914,354 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $67,633 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,019,796 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,380,519 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,268,827 | PYOtherRevenueAmt |
| CY Other Revenue | $114,498 | CYOtherRevenueAmt |
| PY Total Revenue | $14,019,304 | PYTotalRevenueAmt |
| CY Total Revenue | $5,477,004 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,813,183 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,595,429 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,817,732 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,225,098 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $40,461 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,226,212 | PYOtherExpensesAmt |
| CY Other Expenses | $2,302,651 | CYOtherExpensesAmt |
| PY Total Expenses | $11,857,127 | PYTotalExpensesAmt |
| CY Total Expenses | $8,123,178 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,162,177 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,646,174 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $123,441,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,579,905 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,516,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $735,305 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $120,924,869 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,844,600 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS, SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR TEACHER STIPENDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $6,882,682 | ExpenseAmt |
| Grant | $4,595,429 | GrantAmt |
| Revenue | $68,356 | RevenueAmt |
| Desc | THE MISSION AND ACCOMPLISHMENTS OF THE ORGANIZATIONS IN THE GROUP RETURN ARE AS FOLLOWS:RICHMOND FAMILY FOUNDATION MAKES A GRANT TO A SELECTED SINGLE 501(C)(3) PUBLIC CHARITY TO RECEIVE A MATCHING GRANT.GUNN FAMILY FOUNDATION MAKES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES FOR CHARITABLE PURPOSES.RAPIER EDUCATION FOUNDATION GRANTS COLLEGE SCHOLARSHIPS TO PARTICIPANTS IN BEXAR COUNTY.FRIENDS OF CARVER/ACADEMY PROVIDES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES FOR EDUCATION PURPOSES AND PROVIDES SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS. CITY EDUCATION PARTNERS WILL WORK WITH PUBLIC, PRIVATE, AND CHARTER SCHOOL NETWORKS TO PROVIDE HIGH QUALITY EDUCATION IN SAN ANTONIO. CULINARY HEALTH EDUCATION FOR FAMILIES IS A CULINARY HEALTH EDUCATION PROGRAM THAT TEACHES CHILDREN AND FAMILIES BASIC NUTRITION AND PRACTICAL COOKING SKILLS, WITH THE LONG-TERM GOAL OF MOTIVATING INDIVIDUALS AND COMMUNITIES TO ADOPT AND SUSTAIN HEALTHIER EATING HABITS.CHOOSE TO SUCCEED SUPPORTS THE GROWTH OF HIGH-QUALITY SCHOOLS IN SAN ANTONIO THROUGH STRATEGIC INVESTMENTS AND THOUGHT PARTNERSHIP, AND WORKS WITH LOCAL AND NATIONAL ORGANIZATIONS TO DRIVE THE AWARENESS OF AND BROAD PARTICIPATION IN THE HIGH-QUALITY SCHOOL GROWTH INITIATIVES IN SAN ANTONIO.STUDENTS + STARTUPS CONNECTS UNDERGRADUATE STUDENTS WITH SAN ANTONIO COMPANIES FOR INTERNSHIPS.IN-KIND REVENUE RECEIVED DURING THE YEAR: CITY EDUCATION PARTNERS - $264,500 CULINARY HEALTH EDUCATION FOR FAMILIES - $200,000CHOOSE TO SUCCEED - $28,956STUDENTS + STARTUPS - $101,167 | Desc |
| Total Program Service Expenses | $6,882,682 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 54 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 54 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY CAMPBELL | PersonNm |
| Phone | 2102252243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 PEARL PKWY 114 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782151285 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| MARJORIE FRENCH - SAAFDN | |||||||||
| PRESIDENT/CEO | 4.00 | 44.00 | Yes (X) | $0 | $389,526 | $17,400 | |||
| TOM TORKELSON - CTS | |||||||||
| CEO | 40.00 | Yes (X) | $301,393 | $0 | $17,400 | ||||
| LYNDA CABELL - SAAFDN | |||||||||
| SENIOR VP/CFO | 4.00 | 44.00 | Yes (X) | $0 | $227,445 | $13,594 | |||
| DALIA CONTRERAS - CEP | |||||||||
| CEO | 40.00 | Yes (X) | $211,253 | $0 | $12,675 | ||||
| ARENDA BURNS - SAAFDN | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 4.00 | 44.00 | Yes (X) | $0 | $186,320 | $22,921 | |||
| LISA BRUNSVOLD - SAAFDN | |||||||||
| VP OF DEVELOPMENT AND DONOR SERVICES | 4.00 | 44.00 | Yes (X) | $0 | $169,207 | $18,961 | |||
| PATRICIA MEJIA - SAAFDN | |||||||||
| VP OF COMMUNITY ENGAGEMENT AND IMPACT | 4.00 | 44.00 | Yes (X) | $0 | $168,206 | $9,572 | |||
| APRIL HANSARD - SAAFDN | |||||||||
| CONTROLLER | 4.00 | 44.00 | $0 | $136,391 | $15,785 | Yes (X) | |||
| ANGEL MARTINEZ - SAAFDN | |||||||||
| VP MARCOM (UNTIL 11/3/21) | 4.00 | 44.00 | Yes (X) | $0 | $111,503 | $10,882 | |||
| JOHN HAYES - CEP | |||||||||
| FORMER SECRETARY | 0.00 | 0.00 | $0 | $31,500 | $0 | Yes (X) | |||
| CHRIS BARBIC - CEP | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| TIFFANY GRANT - CEP | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEN HALLIDAY - CEP | |||||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DAVID HARRIS - CEP | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JORDANNA MARKMAN-EPSTEIN - CEP | |||||||||
| ASST TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JENNA SAUCEDO-HERRERA - CEP | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LIONEL SOSA - CEP | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CAROLINA BLANCO - CHEF | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SUZIE MEAD FELDMAN - CHEF | |||||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DR SHAYLON RETTIG - CHEF | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARIE SMITH - CHEF | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| AMANDA TYLER - CHEF | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| HENRY GONZALEZ III - CTS | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM S HARTE - CTS | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEVE LEWIS - CTS | |||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| VICTORIA RICO - CTS | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DANIEL BASSICHIS - FOC | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| KERRY BENEDICT - FOC | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SHARON CROCKETT-RAY - FOC | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| AMBROSE ROBINSON - FOC | |||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DAVID ROBINSON - FOC | |||||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DAVID ROBINSON JR - FOC | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| TRACY SHELTON - FOC | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ART BAYERN - GUNN FAMILY FDN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| RAYMOND R CARVAJAL - GUNN FAMILY FD | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CURTIS C GUNN - GUNN FAMILY FDN | |||||||||
| PRESIDENT (UNTIL 02/03/21) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| KATHLEEN GUNN - GUNN FAMILY FDN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARILYN HARRINGTON - GUNN FAMILY FD | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CATHERINE COVITA MORONEY - GUNN FAM | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARY CATHERINE MOLLY WALDEN - GUNN | |||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PETER WOLVERTON - GUNN FAMILY FDN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SHARON CROCKETT-RAY - RAPIER ED FDN | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LISSA MARTINEZ - RAPIER ED FDN | |||||||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SANDIE PALOMO-GONZALEZ - RAPIER ED | |||||||||
| DIRECTOR (UNTIL 12/31/21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE M RAPIER - RAPIER ED FDN | |||||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| KYMBERLY A RAPIER - RAPIER ED FDN | |||||||||
| VICE PRESIDENT (UNTIL 04/15/21) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| NANCY REED - RAPIER ED FDN | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JUDY DALRYMPLE - REAL ESTATE SRVC | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| TRACY HAMMER - REAL ESTATE SRVC | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHUCK KING - REAL ESTATE SRVC | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES LIFSHUTZ - REAL ESTATE SRVC | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARK MIDDLEMAN - REAL ESTATE SRVC | |||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BRAD PARMAN - REAL ESTATE SRVC | |||||||||
| CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KATHERINE TAPLEY - REAL ESTATE SRVC | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DON WALKER - REAL ESTATE SRVC | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MINDI ALTERMAN - RICHMOND FAMILY FD | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| RAYMOND R CARVAJAL - RICHMOND FAMIL | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SYLVIA FERNANDEZ - RICHMOND FAMILY | |||||||||
| DIRECTOR (UNTIL 12/31/21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ALLISON KUSTOFF - RICHMOND FAMILY F | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRAD PARMAN - RICHMOND FAMILY FDN | |||||||||
| DIRECTOR | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| AARONETTA PIERCE - RICHMOND FAMILY | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CLAY RICHMOND - RICHMOND FAMILY FDN | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| GAIL RICHMOND - RICHMOND FAMILY FDN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN RICHMOND - RICHMOND FAMILY FDN | |||||||||
| VICE PRESIDENT; TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| STEVE RICHMOND - RICHMOND FAMILY FD | |||||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ALEXANDRA FREY - STUDENTS STARTUPS | |||||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DAX MORENO - STUDENTS STARTUPS | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CHARLES WOODIN - STUDENTS STARTUPS | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $512,646 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,420,098 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $139,190 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDREIMAGINED LLC | |||||
| 1401 S FLORES ST 307 | SAN ANTONIO | TX | 78204 | PROGRAM SUPPORT | $195,317 |
| ANNE MESSBARGER-EGUIA | |||||
| 128 W OAKVIEW PL | SAN ANTONIO | TX | 78209 | MANAGEMENT SERVICES | $192,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,734,398 | RelatedOrganizationsAmt |
| Government Grants | $204,869 | GovernmentGrantsAmt |
| All Other Contributions | $1,975,087 | AllOtherContributionsAmt |
| Total Contributions | $3,914,354 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $67,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,633 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $67,633 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,017,895 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,786 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,015,109 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $113,775 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $113,775 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,775 | TotalRevenueColumnAmt |
| Exclusion | $113,775 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,175,569 | SecuritiesAmt |
| Other | $11,914 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,794,254 | SecuritiesAmt |
| Other | $30,605 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $381,315 | SecuritiesAmt |
| Other | -$18,691 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $362,624 | TotalRevenueColumnAmt |
| Exclusion | $362,624 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $723 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $723 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,477,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,356 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,786 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,491,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,814,457 | TotalAmt |
| Program Services | $3,814,457 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,972 | TotalAmt |
| Program Services | $780,972 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,722 | TotalAmt |
| Program Services | $344,606 | ProgramServicesAmt |
| Management And General | $182,176 | ManagementAndGeneralAmt |
| Fundraising | $15,940 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,776 | TotalAmt |
| Program Services | $522,870 | ProgramServicesAmt |
| Management And General | $34,988 | ManagementAndGeneralAmt |
| Fundraising | $9,918 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,527 | TotalAmt |
| Program Services | $29,403 | ProgramServicesAmt |
| Management And General | $1,597 | ManagementAndGeneralAmt |
| Fundraising | $527 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,625 | TotalAmt |
| Program Services | $13,599 | ProgramServicesAmt |
| Management And General | $1,014 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,448 | TotalAmt |
| Program Services | $55,349 | ProgramServicesAmt |
| Management And General | $12,639 | ManagementAndGeneralAmt |
| Fundraising | $460 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,450 | TotalAmt |
| Management And General | $336,450 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,415 | TotalAmt |
| Program Services | $13,335 | ProgramServicesAmt |
| Management And General | $80 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224 | TotalAmt |
| Management And General | $1,224 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,063 | TotalAmt |
| Management And General | $171,063 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,210 | TotalAmt |
| Program Services | $818,990 | ProgramServicesAmt |
| Management And General | $143,620 | ManagementAndGeneralAmt |
| Fundraising | $9,600 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,816 | TotalAmt |
| Program Services | $21,690 | ProgramServicesAmt |
| Management And General | $1,126 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,009 | TotalAmt |
| Program Services | $8,100 | ProgramServicesAmt |
| Management And General | $6,373 | ManagementAndGeneralAmt |
| Fundraising | $2,536 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,904 | TotalAmt |
| Program Services | $46,104 | ProgramServicesAmt |
| Management And General | $29,010 | ManagementAndGeneralAmt |
| Fundraising | $790 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,170 | TotalAmt |
| Program Services | $32,349 | ProgramServicesAmt |
| Management And General | $165,229 | ManagementAndGeneralAmt |
| Fundraising | $592 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,992 | TotalAmt |
| Program Services | $2,209 | ProgramServicesAmt |
| Management And General | $5,783 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,243 | TotalAmt |
| Program Services | $48,294 | ProgramServicesAmt |
| Management And General | $3,949 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,249 | TotalAmt |
| Program Services | $78,536 | ProgramServicesAmt |
| Management And General | $72,648 | ManagementAndGeneralAmt |
| Fundraising | $65 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,885 | TotalAmt |
| Management And General | $19,885 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $224,363 | $224,363 | |
| EVENT EXPENSES | $18,606 | $15,626 | $2,980 |
| MEALS & ENTERTAINMENT | $18,246 | $2,884 | $15,362 |
| SMALL FURNITURE & EQUIP | $13,404 | $321 | $13,083 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$11,598 | TotalAmt |
| Program Services | $8,625 | ProgramServicesAmt |
| Management And General | -$20,244 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,123,178 | TotalAmt |
| Program Services | $6,882,682 | ProgramServicesAmt |
| Management And General | $1,200,035 | ManagementAndGeneralAmt |
| Fundraising | $40,461 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,103,667 | BOYAmt |
| EOY | $4,584,274 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,264 | BOYAmt |
| EOY | $1,080,184 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,033 | BOYAmt |
| EOY | $6,881 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,360 | BOYAmt |
| EOY | $12,947 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $634,697 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $283,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,531 | BOYAmt |
| EOY | $351,696 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,799,484 | BOYAmt |
| EOY | $32,332,477 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,117,298 | BOYAmt |
| EOY | $2,211,446 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,441,637 | BOYAmt |
| EOY | $40,579,905 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,867 | BOYAmt |
| EOY | $370,305 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,895,796 | BOYAmt |
| EOY | $365,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,105 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,516,768 | BOYAmt |
| EOY | $735,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,756,532 | BOYAmt |
| EOY | $24,495,214 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,168,337 | BOYAmt |
| EOY | $15,349,386 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,924,869 | BOYAmt |
| EOY | $39,844,600 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,441,637 | BOYAmt |
| EOY | $40,579,905 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,646,174 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $968,973 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$79,403,068 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANTONIO AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746065414 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $4,931,879 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,931,879 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,103,546 | BeginningYearBalanceAmt |
| Contributions | $75,500 | ContributionsAmt |
| Investment Earnings Or Losses | $1,530,756 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $526,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $164,181 | AdministrativeExpensesAmt |
| End Year Balance | $13,019,621 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,444,139 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,023,179 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $167,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $196,772 | AdministrativeExpensesAmt |
| End Year Balance | $12,103,546 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,788,194 | BeginningYearBalanceAmt |
| Contributions | $41,630 | ContributionsAmt |
| Investment Earnings Or Losses | $1,492,091 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $737,229 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $140,547 | AdministrativeExpensesAmt |
| End Year Balance | $11,444,139 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,815,718 | BeginningYearBalanceAmt |
| Contributions | $142,780 | ContributionsAmt |
| Investment Earnings Or Losses | -$818,163 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $257,315 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $94,826 | AdministrativeExpensesAmt |
| End Year Balance | $10,788,194 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,596,651 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,346,546 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $91,504 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $35,975 | AdministrativeExpensesAmt |
| End Year Balance | $11,815,718 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,696 | DepreciationAmt |
| Book Value | $33,046 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $567,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $249,305 | DepreciationAmt |
| Book Value | $318,650 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $351,696 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS | Desc |
| Book Value | $2,211,446 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,211,446 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR GRANT MAKING PURPOSES IN PERPETUITY. |
| PART X, LINE 2: | ASC TOPIC 740 PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX ASSET OR LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ALAMO COLLEGES FOUNDATION INC | ||||||||||
| 2222 N ALAMO ST | SAN ANTONIO | TX | 78215 | 742422589 | 501(C)(3) | $12,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| AUTISM SERVICE CENTER OF SAN ANTONIO (AUTISM COMMUNITY NETWORK) | ||||||||||
| 4242 WOODCOCK DR STE 101 | SAN ANTONIO | TX | 78228 | 262592058 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| CELEBRATE DYSLEXIA | ||||||||||
| 319 SANTO DOMINGO | HELOTES | TX | 78023 | 842654436 | 501(C)(3) | $27,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| CHILDREN'S SHELTER | ||||||||||
| 2939 W WOODLAWN AVE | SAN ANTONIO | TX | 78228 | 741109660 | 501(C)(3) | $100,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| COMPASS ROSE EDUCATION INC | ||||||||||
| 8005 OUTER CIRCLE RD BLDG 704 | SAN ANTONIO | TX | 78234 | 475328736 | 501(C)(3) | $125,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| ESSENCE PREP INC | ||||||||||
| 200 MELROSE PL 500 | SAN ANTONIO | TX | 78212 | 853931348 | 501(C)(3) | $180,500 | $0 | N/A | N/A | GENERAL SUPPORT |
| GEORGE GERVIN YOUTH CENTER INC | ||||||||||
| 6944 S SUNBELT DR | SAN ANTONIO | TX | 78218 | 742587818 | 501(C)(3) | $50,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| IDEA PUBLIC SCHOOLS | ||||||||||
| 12500 SAN PEDRO STE 500 | SAN ANTONIO | TX | 78216 | 742948339 | 501(C)(3) | $240,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| KIPP SAN ANTONIO INC | ||||||||||
| 731 FREDRICKSBURG RD | SAN ANTONIO | TX | 78201 | 412090713 | 501(C)(3) | $200,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC | ||||||||||
| 4507 MEDICAL DR | SAN ANTONIO | TX | 78229 | 741287016 | 501(C)(3) | $0 | $61,458 | FMV | EQUIPMENT | GENERAL SUPPORT |
| NEW FRONTIERS PUBLIC SCHOOLS INC (FRMLY NEW FRONTIERS CHARTER SCHOOL) | ||||||||||
| 4018 S PRESA ST | SAN ANTONIO | TX | 78223 | 311598661 | 501(C)(3) | $175,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| NEW VENTURE FUND | ||||||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | 205806345 | 501(C)(3) | $998,499 | $0 | N/A | N/A | GENERAL SUPPORT |
| PRELUDE PREPARATORY CHARTER SCHOOL | ||||||||||
| 13515 CASSIA WAY | SAN ANTONIO | TX | 78232 | 832450807 | 501(C)(3) | $175,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| PROMESA ACADEMY INC | ||||||||||
| 603 MERIDA ST | SAN ANTONIO | TX | 78207 | 822921031 | 501(C)(3) | $75,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| ROYAL SCHOOL SYSTEM (ROYAL PUBLIC SCHOOLS) | ||||||||||
| 4018 S PRESA ST | SAN ANTONIO | TX | 78223 | 823357176 | 501(C)(3) | $125,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| SAN ANTONIO FOOD BANK INC | ||||||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 782272209 | 742122979 | 501(C)(3) | $200,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| SAN ANTONIO PREPARATORY INC (SAN ANTONIO PREPARATORY CHARTER SCHOOL) | ||||||||||
| 7418 SNAPDRAGON COURT | CONVERSE | TX | 78109 | 832414881 | 501(C)(3) | $125,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| TEACH FOR AMERICA INC - SAN ANTONIO | ||||||||||
| PO BOX 23338 | SAN ANTONIO | TX | 78223 | 133541913 | 501(C)(3) | $300,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| TEXAS BIOMEDICAL RESEARCH INSTITUTE | ||||||||||
| 8715 W MILITARY DR | SAN ANTONIO | TX | 782275302 | 741109630 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| UNITED WAY OF SAN ANTONIO & BEXAR COUNTY (GRANTS) | ||||||||||
| PO BOX 898 | SAN ANTONIO | TX | 782930898 | 741272381 | 501(C)(3) | $26,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| WITTE MUSEUM | ||||||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | 741400537 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| EDUCATION ASSISTANCE | 100 | $584,500 | $0 | N/A | N/A |
| EDUCATION - TEACHER STIPENDS | 71 | $196,472 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STAFF AND BOARD MEMBERS ARE FAMILIAR WITH THE ORGANIZATIONS AND THEIR NEEDS. THE BOARD MEMBERS ARE AWARE OF THE USE OF FUNDS BY THE GRANTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARJORIE FRENCH - SAAFDN | ||||||||||||||
| PRESIDENT/CEO | $0 | $386,552 | $0 | $2,974 | $0 | $0 | $0 | $17,400 | $0 | $0 | $0 | $406,926 | $0 | $0 |
| TOM TORKELSON - CTS | ||||||||||||||
| CEO | $301,393 | $0 | $0 | $0 | $0 | $0 | $17,400 | $0 | $0 | $0 | $318,793 | $0 | $0 | $0 |
| LYNDA CABELL - SAAFDN | ||||||||||||||
| SENIOR VP/CFO | $0 | $224,475 | $0 | $2,970 | $0 | $0 | $0 | $13,594 | $0 | $0 | $0 | $241,039 | $0 | $0 |
| DALIA CONTRERAS - CEP | ||||||||||||||
| CEO | $211,253 | $0 | $0 | $0 | $0 | $0 | $12,675 | $0 | $0 | $0 | $223,928 | $0 | $0 | $0 |
| ARENDA BURNS - SAAFDN | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $0 | $183,381 | $0 | $2,939 | $0 | $0 | $0 | $11,126 | $0 | $11,795 | $0 | $209,241 | $0 | $0 |
| LISA BRUNSVOLD - SAAFDN | ||||||||||||||
| VP OF DEVELOPMENT AND DONOR SERVICES | $0 | $166,239 | $0 | $2,968 | $0 | $0 | $0 | $10,100 | $0 | $8,861 | $0 | $188,168 | $0 | $0 |
| PATRICIA MEJIA - SAAFDN | ||||||||||||||
| VP OF COMMUNITY ENGAGEMENT AND IMPAC | $0 | $165,008 | $0 | $3,198 | $0 | $0 | $0 | $9,572 | $0 | $0 | $0 | $177,778 | $0 | $0 |
| APRIL HANSARD - SAAFDN | ||||||||||||||
| CONTROLLER | $0 | $136,036 | $0 | $355 | $0 | $0 | $0 | $8,131 | $0 | $7,654 | $0 | $152,176 | $0 | $0 |
| JOHN HAYES - CEP | ||||||||||||||
| FORMER SECRETARY | $0 | $31,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $31,500 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE GROUP RELIED ON THE SAN ANTONIO AREA FOUNDATION TO DETERMINE COMPENSATION THROUGH THE APPROPRIATE PROCESS, WHICH INCLUDES REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION. |
| PART I, LINE 4A | ANGEL MARTINEZ RECEIVED A PAYMENT OF $20,058 PURSUANT TO LINE 4A. |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (5 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| WARM SPRINGS FOUNDATION INC | |||||||||
| CASH | 2021-01-01 | $1,319,277 | FMV | 741109731 | PO BOX 291048 | SAN ANTONIO | TX | 78229 | 501(C)(3) |
| WARM SPRINGS FOUNDATION INC | |||||||||
| ACCOUNTS RECEIVABLE | 2021-01-01 | $140,033 | FMV | 741109731 | PO BOX 291048 | SAN ANTONIO | TX | 78229 | 501(C)(3) |
| WARM SPRINGS FOUNDATION INC | |||||||||
| PREPAID EXPENSES & DEFERRED CHARGES | 2021-01-01 | $5,100 | COST | 741109731 | PO BOX 291048 | SAN ANTONIO | TX | 78229 | 501(C)(3) |
| WARM SPRINGS FOUNDATION INC | |||||||||
| INVESTMENTS - PUBLICLY TRADED | 2021-01-01 | $56,689,271 | FMV | 741109731 | PO BOX 291048 | SAN ANTONIO | TX | 78229 | 501(C)(3) |
| WARM SPRINGS FOUNDATION INC | |||||||||
| INVESTMENTS - OTHER | 2021-01-01 | $23,112,504 | FMV | 741109731 | PO BOX 291048 | SAN ANTONIO | TX | 78229 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | Yes (1) | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2E: | PERSON(S) INVOLVED: BART SIMPSON, MEADE FLAVIN, ANDREW MCALLISTER, RENE DOMINGUEZ, HELEN M. EVERSBERG, MALCOLM HARTMAN, MARLENE MERRITT, FRANCINE WILSON, KEN RECTOR, DAWN DIXON. |
| PART II, LINE 2E: | EXPLANATION OF INVOLVEMENT: EFFECTIVE JANUARY 1, 2021, WARM SPRINGS FOUNDATION, INC. ENDED ITS SUPPORTING ORGANIZATION RELATIONSHIP WITH THE SAN ANTONIO AREA FOUNDATION AND BECAME A SUPPORTING ORGANIZATION OF CONNECT ABILITY. THE LISTED INDIVIDUALS SERVE AS OFFICERS OF CONNECT ABILITY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | EFFECTIVE JANUARY 1, 2021, WARM SPRINGS FOUNDATION, INC. ENDED ITS SUPPORTING ORGANIZATION RELATIONSHIP WITH THE SAN ANTONIO AREA FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIP - DAVID, DAVID JR., AND AMBROSE ROBINSON FAMILY RELATIONSHIP - KATHLEEN GUNN, CURTIS GUNN, AND MARY WALDEN FAMILY RELATIONSHIP - CLAY, GAIL, JOHN, AND STEVE RICHMOND |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS OF SAN ANTONIO AREA FOUNDATION APPOINTS THE MAJORITY OF ALL MEMBERS OF THE BOARD OF DIRECTORS OF ALL ENTITIES UNDER THE GROUP EXEMPTION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS OF SAN ANTONIO AREA FOUNDATION HAS APPROVAL POWER OF CERTAIN DECISIONS TAKEN BY THE SUPPORTING ORGANIZATIONS, INCLUDING DECISIONS TO AMEND THE GOVERNING DOCUMENTS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE SUPPORTING ORGANIZATIONS WITHIN THE SAN ANTONIO AREA FOUNDATION GROUP RETURN DO NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DETAILED REVIEW OF THE FORM 990 WAS PERFORMED BY THE SAN ANTONIO AREA FOUNDATION'S AUDIT/FINANCE COMMITTEE. ALL COMMITTEE MEMBERS RECEIVED A COPY OF THE FORM 990. ONCE ACCEPTED BY THE AUDIT/FINANCE COMMITTEE, A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE FIRST ANNUAL BOARD MEETING OF EVERY SUPPORTING ORGANIZATION, EACH MEMBER SIGNS AN ANNUAL CONFLICT OF INTEREST FORM. EACH ENTITY UNDER THE GROUP EXEMPTION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ALL MEMBERS OF THE BOARD OF DIRECTORS TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF THEMSELVES AND THEIR FAMILY MEMBERS ON A QUESTIONNAIRE. THE QUESTIONNAIRES ARE REVIEWED FOR CONFLICTS. ANY QUESTIONNAIRES THAT DISCLOSE POTENTIAL CONFLICTS ARE BROUGHT BEFORE THE RESPECTIVE BOARD OF DIRECTORS FOR REVIEW. NO MEMBER WITH A FINANCIAL CONFLICT SHALL EVALUATE OR VOTE ON ANY MATTER IN WHICH HE OR SHE HAS A FINANCIAL CONFLICT OF INTEREST AND SHALL NOT USE HIS OR HER PERSONAL INFLUENCE WITH OTHER RESPONSIBLE MEMBERS TO APPROVE OR DISAPPROVE ANY ACTION BY THE FOUNDATION RELATED TO THE MATTER. MEMBERS WHO HAVE AN EMOTIONAL CONFLICT OF INTEREST OR AN APPARENT CONFLICT OF INTEREST MAY CONTINUE TO PARTICIPATE IN THE DISCUSSION AND MAY VOTE ON THE MATTER IF NO FINANCIAL CONFLICT OF INTEREST EXISTS PROVIDED THAT THE MEMBER FIRST DISCLOSES HIS OR HER EMOTIONAL OR APPARENT CONFLICT OF INTERESTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 OF THE ENTITIES ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 782,426. MANAGEMENT AND GENERAL EXPENSES 140,875. FUNDRAISING EXPENSES 9,600. TOTAL EXPENSES 932,901. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 3,588. MANAGEMENT AND GENERAL EXPENSES 260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,848. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 32,976. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,976. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,485. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,485. |
| FORM 990, PART XI, LINE 9: | WARM SPRINGS FOUNDATION NET ASSETS -81,111,068. 2020 CONDITIONAL GRANTS ADJUSTMENT 1,708,000. |
| FORM 990, PART XII, LINE 2C: | THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSPIRE210 LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 PEARL PARKWAY STE 114 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TO SUPPORT CITY EDUCATION PARTNERS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $392,268 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY EDUCATION PARTNERS | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SAN ANTONIO AREA FOUNDATION | |||||||||||
| 303 PEARL PARKWAY STE 114 | SAN ANTONIO | TX | 78215 | 746065414 | COMMUNITY FOUNDATION | TX | 501(C)(3) | LINE 7 | N/A | 0 | |
| JOHN L SANTIKOS CHARITABLE FOUNDATION | |||||||||||
| 303 PEARL PARKWAY STE 114 | SAN ANTONIO | TX | 78215 | 477326497 | COMMUNITY ASSISTANCE | TX | 501(C)(3) | LINE 12A, I | 0 | SAN ANTONIO AREA FOUNDATION | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTIKOS THEATERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4630 N LOOP 1604 W STE 501 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823945393 | EIN |
| Primary Activities | S CORPORATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN L SANTIKOS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | S | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAN ANTONIO AREA FOUNDATION | ||
| C | $1,534,398 | CASH |
| JOHN L SANTIKOS CHARITABLE FOUNDATION | ||
| C | $200,000 | CASH |
| SAN ANTONIO AREA FOUNDATION | ||
| R | $336,450 | CASH |