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Nonprofiteer
← SAN ANTONIO AREA FOUNDATION GROUP RETURN

Form 990 for tax year 2023

Filed by SAN ANTONIO AREA FOUNDATION GROUP RETURN.

Totals

Total revenue
$14,146,213
Total expenses
$9,097,027
Contributions and grants received
$11,969,376
Grants paid
$5,981,917
Program service revenue
$85,337
Investment income
$2,091,500
Other revenue
$0
Total assets, end of year
$43,127,440
Total liabilities, end of year
$421,490
Net assets or fund balances, end of year
$42,705,950
Program services expenses (Part IX)
$7,879,247
Management and general expenses
$1,061,176
Fundraising expenses
$156,604
Program service expenses (Part III)
$7,879,247

Program services were 86.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARJORIE FRENCH - SAAFDN

    PRESIDENT/CEO (UNTIL 5/31/23)

    Total calculated
    $459,258
    From this org
    $0
    From related orgs
    $439,458
    Other
    $19,800
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,694 related
    Bonus
    $0
    Other
    $0 + $198,764 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $459,258 related

  • DANIEL FISHMAN - CTS

    CEO

    Total calculated
    $339,974
    From this org
    $320,730
    From related orgs
    $0
    Other
    $19,244
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $320,730
    Bonus
    $0
    Other
    $0
    Deferred
    $19,244
    Nontaxable benefits
    $0
    Filer's total
    $339,974

  • ARENDA BURNS - SAAFDN

    CHIEF OPERATING OFFICER

    Total calculated
    $306,990
    From this org
    $0
    From related orgs
    $264,169
    Other
    $42,821
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,169 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,628 related
    Nontaxable benefits
    $0 + $27,193 related
    Filer's total
    $0 + $306,990 related

  • LISA BRUNSVOLD - SAAFDN

    VP/INTERIM CEO

    Total calculated
    $289,430
    From this org
    $0
    From related orgs
    $264,423
    Other
    $25,007
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,423 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,865 related
    Nontaxable benefits
    $0 + $9,142 related
    Filer's total
    $0 + $289,430 related

  • DALIA CONTRERAS - CEP

    CEO

    Total calculated
    $250,701
    From this org
    $236,510
    From related orgs
    $0
    Other
    $14,191
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,510
    Bonus
    $0
    Other
    $0
    Deferred
    $14,191
    Nontaxable benefits
    $0
    Filer's total
    $250,701

  • APRIL HANSARD - SAAFDN

    CFO

    Total calculated
    $214,915
    From this org
    $0
    From related orgs
    $191,236
    Other
    $23,679
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,236 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,995 related
    Nontaxable benefits
    $0 + $15,684 related
    Filer's total
    $0 + $214,915 related

  • JENNIFER COOK - SAAFDN

    DIRECTOR OF STRATEGY AND IMPACT

    Total calculated
    $181,640
    From this org
    $0
    From related orgs
    $158,170
    Other
    $23,470
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,170 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,995 related
    Nontaxable benefits
    $0 + $15,475 related
    Filer's total
    $0 + $181,640 related

  • PATRICIA MEJIA - SAAFDN

    VP OF COMM. ENGAGEMENT (UNTIL 9/6/23)

    Total calculated
    $153,966
    From this org
    $0
    From related orgs
    $143,390
    Other
    $10,576
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,390 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,603 related
    Nontaxable benefits
    $0 + $1,973 related
    Filer's total
    $0 + $153,966 related

  • ANNE MESSBARGER - CHEF

    VP COO (UNTIL 8/31/23)

    Total calculated
    $151,886
    From this org
    $126,355
    From related orgs
    $0
    Other
    $25,531
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,355
    Bonus
    $0
    Other
    $0
    Deferred
    $7,581
    Nontaxable benefits
    $17,950
    Filer's total
    $151,886

  • HERNAN ROZEMBERG

    EXECUTIVE DIRECTOR OF MARKETING AND COMMUNICATIONS

    Total calculated
    $133,238
    From this org
    $0
    From related orgs
    $115,971
    Other
    $17,267
    Hours/week
    1 + 40 related

  • JANE PACCIONE - SAAFDN

    MANAGING DIRECTOR OF COLLECTIVE IMPACT - SAAFDN

    Total calculated
    $129,729
    From this org
    $0
    From related orgs
    $122,386
    Other
    $7,343
    Hours/week
    1 + 40 related

  • ELISE PARMA - SAAFDN

    ACCOUNTING MANAGER

    Total calculated
    $129,331
    From this org
    $0
    From related orgs
    $116,681
    Other
    $12,650
    Hours/week
    4 + 40 related

  • CYNTHIA CAMPBELL - SAAFDN

    CFO (UNTIL 5/23/23)

    Total calculated
    $104,941
    From this org
    $0
    From related orgs
    $98,142
    Other
    $6,799
    Hours/week
    4 + 44 related

  • CHRIS BARBIC - CEP

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • PRISCILLA CAMACHO - CEP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIFFANY GRANT - CEP

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KEN HALLIDAY - CEP

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JON HINOJOSA - CEP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAROLINE BLANCO - CHEF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZIE MEAD FELDMAN - CHEF

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DR SHAYLON RETTIG - CHEF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMANDA TYLER - CHEF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HENRY GONZALEZ III - CTS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM S HARTE - CTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE LEWIS - CTS

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • VICTORIA RICO - CTS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DANIEL BASSICHIS - FOC

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KERRY BENEDICT - FOC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHARON CROCKETT-RAY - FOC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID ROBINSON - FOC

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DAVID ROBINSON JR - FOC

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY ROBINSON - FOC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACY SHELTON - FOC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ART BAYERN - GUNN FAMILY FDN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAYMOND R CARVAJAL - GUNN FAMILY FD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY CATHERINE MOLLY WALDEN - GUNN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN GUNN - GUNN FAMILY FDN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MARILYN HARRINGTON - GUNN FAMILY FD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER WOLVERTON - GUNN FAMILY FDN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SHARON CROCKETT-RAY - RAPIER ED FDN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • LISSA MARTINEZ - RAPIER ED FDN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • GEORGE M RAPIER - RAPIER ED FDN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • NANCY REED - RAPIER ED FDN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JUDY DALRYMPLE - REAL ESTATE SRVC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACY HAMMER - REAL ESTATE SRVC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHUCK KING - REAL ESTATE SRVC

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JAMES LIFSHUTZ - REAL ESTATE SRVC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK MIDDLEMAN - REAL ESTATE SRVC

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BRAD PARMAN - REAL ESTATE SRVC

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KATHERINE TAPLEY - REAL ESTATE SRVC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DON WALKER - REAL ESTATE SRVC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MINDI ALTERMAN - RICHMOND FAMILY FD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAYMOND R CARVAJAL - RICHMOND FAMIL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALLISON KUSTOFF - RICHMOND FAMILY F

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRAD PARMAN - RICHMOND FAMILY FDN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • AARONETTA PIERCE - RICHMOND FAMILY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLAY RICHMOND - RICHMOND FAMILY FDN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • GAIL RICHMOND - RICHMOND FAMILY FDN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN RICHMOND - RICHMOND FAMILY FDN

    VICE PRESIDENT/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • STEVE RICHMOND - RICHMOND FAMILY FD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ALEXANDRA FREY - STUDENTS STARTUPS

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • LUIS MARTINEZ - STUDENTS STARTUPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THU NGUYEN - STUDENTS STARTUPS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CHARLES WOODIN - STUDENTS STARTUPS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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
MARJORIE FRENCH RECEIVED A PAYMENT OF $198,764 PURSUANT TO LINE 4A.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349312427

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.