Totals
- Total revenue
- $217,511,294
- Total expenses
- $111,427,199
- Contributions and grants received
- $34,050
- Grants paid
- $86,487,917
- Program service revenue
- $209,648,000
- Investment income
- $7,825,606
- Other revenue
- $3,638
- Total assets, end of year
- $1,981,625,176
- Total liabilities, end of year
- $51,991,954
- Net assets or fund balances, end of year
- $1,929,633,222
- Program services expenses (Part IX)
- $102,685,993
- Management and general expenses
- $8,741,206
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $102,685,993
Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$34,050
-
2a · Program service revenue: HEALTHCARE SERVICES (VIA P'SHIP)
total $209,648,000 · related or exempt $209,648,000
-
3 · Investment income
total $7,825,606 · unrelated business $1,576,251 · excluded $6,249,355
-
5 · Royalties
total $3,638 · excluded $3,638
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $85,177,611 · program services $85,177,611
-
2 · Grants to domestic individuals
total $1,310,306 · program services $1,310,306
-
5 · Compensation of officers, directors and key employees
total $2,853,697 · program services $892,485 · management and general $1,961,212
-
7 · Other salaries and wages
total $8,536,289 · program services $6,313,120 · management and general $2,223,169
-
8 · Pension plan contributions
total $272,738 · program services $181,377 · management and general $91,361
-
9 · Other employee benefits
total $2,582,311 · program services $1,954,829 · management and general $627,482
-
10 · Payroll taxes
total $772,002 · program services $518,028 · management and general $253,974
-
11b · Fees: legal
total $77,795 · management and general $77,795
-
11c · Fees: accounting
total $223,250 · management and general $223,250
-
11f · Fees: investment management
total $760,215 · management and general $760,215
-
11g · Fees: other
total $1,589,322 · program services $1,190,008 · management and general $399,314
-
13 · Office expenses
total $923,512 · program services $449,383 · management and general $474,129
-
14 · Information technology
total $805,034 · program services $420,485 · management and general $384,549
-
16 · Occupancy
total $1,181,409 · program services $906,080 · management and general $275,329
-
17 · Travel
total $195,824 · program services $162,416 · management and general $33,408
-
19 · Conferences, conventions and meetings
total $152,381 · program services $64,515 · management and general $87,866
-
22 · Depreciation, depletion and amortization
total $596,081 · program services $432,736 · management and general $163,345
-
23 · Insurance
total $495,043 · program services $139,174 · management and general $355,869
-
24a · Other expenses: DENTAL CARE SUB. PROG.
total $1,406,727 · program services $1,406,727
-
24b · Other expenses: DENTAL PROGRAM SUPPLIES
total $755,245 · program services $755,245
-
24c · Other expenses: SPONSORSHIPS
total $290,790 · program services $48,000 · management and general $242,790
-
24d · Other expenses: RECRUITING
total $171,617 · program services $100,968 · management and general $70,649
-
24e · All other expenses
total $298,000 · program services $262,500 · management and general $35,500
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $100 · end of year $100
-
2 · Savings and temporary cash investments
beginning of year $75,095,198 · end of year $110,300,114
-
4 · Accounts receivable
end of year $4,059,000
-
7 · Other notes and loans receivable
beginning of year $47,705,034 · end of year $45,248,110
-
9 · Prepaid expenses and deferred charges
beginning of year $2,435,160 · end of year $2,281,206
-
10a · Land, buildings and equipment: cost or other basis
$9,115,592
-
10b · Land, buildings and equipment: accumulated depreciation
$5,836,130
-
10c · Land, buildings and equipment, net
beginning of year $2,419,035 · end of year $3,279,462
-
11 · Investments: publicly traded securities
beginning of year $202,652,297 · end of year $243,657,686
-
12 · Investments: other securities
beginning of year $906,230,879 · end of year $1,019,556,430
-
13 · Investments: program-related
beginning of year $509,955,067 · end of year $553,243,068
-
17 · Accounts payable and accrued expenses
beginning of year $2,289,471 · end of year $1,726,210
-
18 · Grants payable
beginning of year $41,210,718 · end of year $50,265,744
-
27 · Net assets without donor restrictions
beginning of year $1,700,331,574 · end of year $1,926,936,605
-
28 · Net assets with donor restrictions
beginning of year $2,661,007 · end of year $2,696,617
Mission and programs · 2024
Mission
THE FOUNDATION'S MISSION IS TO ADVANCE HEALTH EQUITY - MEANING THAT ALL CENTRAL TEXANS HAVE A FAIR AND JUST OPPORTUNITY TO LIVE AS HEALTHFULLY AS POSSIBLE REGARDLESS OF THEIR DEMOGRAPHIC OR WHERE THEY LIVE. (SEE SCHEDULE O).
Activities or mission (Part I)
OUR MISSION IS TO ADVANCE HEALTH EQUITY IN CENTRAL TEXAS THROUGH INVESTMENT AND ACTION.
-
THE FOUNDATION ANNUALLY DISTRIBUTES MORE THAN $80 MILLION IN GRANTS TO SUPPORT COMMUNITY HEALTH AND WELL-BEING, PARTICULARLY FOR LOW INCOME CENTRAL TEXANS WITHOUT ACCESS TO HEALTH CARE (SEE SCHEDULE O).
Expenses $92,489,151 · Grants $86,487,917
-
THE FOUNDATION'S DENTAL PROGRAM IS THE LARGEST MOBILE CHARITY DENTAL PROGRAM IN THE COUNTRY. EACH OF THE FOUNDATION'S DENTAL VANS IS EQUIPPED WITH TWO DENTAL EXAM ROOMS, DIGITAL X-RAYS, AND WORKSTATIONS WHERE DENTISTS, HYGIENISTS, AND ASSISTANTS GIVE FREE HIGH-QUALITY CARE TO CENTRAL TEXANS IN NEED. DURING THE SCHOOL YEAR, THE DENTAL PROGRAM PROVIDES PREVENTATIVE DENTAL CARE TO ELEMENTARY SCHOOL CHILDREN WHO ATTEND TITLE I SCHOOLS IN CENTRAL TEXAS SCHOOL DISTRICTS. WHEN SCHOOL IS NOT IN SESSION, THE FOUNDATION'S VANS PARTNER WITH AREA SOCIAL SERVICE AGENCIES TO SERVE LOW INCOME ADULTS AND FAMILIES WHO LACK ACCESS TO DENTAL CARE. (SEE SCHEDULE O).
Expenses $10,196,842
-
SINCE 1924, THE FOUNDATION HAS PARTICIPATED IN PROVIDING HOSPITAL SERVICES TO COMMUNITY MEMBERS IN NEED. AS A GENERAL AND LIMITED PARTNER IN THE ST. DAVID'S HEALTHCARE PARTNERSHIP, LP (THE "PARTNERSHIP"), THE FOUNDATION CONTROLS HOSPITALS DEDICATED TO SERVING CENTRAL TEXAS PURSUANT TO THE COMMUNITY BENEFIT STANDARD AND THE AFFORDABLE CARE ACT. ST. DAVID'S HEALTHCARE PARTNERSHIP OPERATES HOSPITALS, FREE-STANDING EMERGENCY ROOMS, AMBULATORY CARE CENTERS, AND URGENT CARE CENTERS. THE DISTRIBUTIONS THAT THE FOUNDATION RECEIVES FROM THE PARTNERSHIP FUND ITS GRANTMAKING AND DENTAL PROGRAMS. SEE SCHEDULE H FOR MORE DETAILS.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Shannon RatliffSHANNON RATLIFF
CHAIR
- Total calculated
- $0
- Hours/week
- 10 + 5 related
-
Lino Mendiola IIILINO MENDIOLA III
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 10 + 5 related
-
Craig HesterCRAIG HESTER
SECRETARY
- Total calculated
- $0
- Hours/week
- 10 + 5 related
-
Betsy AbellBETSY ABELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jesse AnciraJESSE ANCIRA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ray BensonRAY BENSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ray BonillaRAY BONILLA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susan ChenSUSAN CHEN
TRUSTEE (AS OF 03/2025)
- Total calculated
- $0
- Hours/week
- 1
-
Honorable Harriet O'NeillHONORABLE HARRIET O'NEILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Connie HsuCONNIE HSU
TRUSTEE (AS OF 09/2025)
- Total calculated
- $0
- Hours/week
- 1
-
H David HughesH DAVID HUGHES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lew LittleLEW LITTLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Darrick McGillDARRICK MCGILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John MurrayJOHN MURRAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter PincoffsPETER PINCOFFS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Reverend Chuck TreadwellREVEREND CHUCK TREADWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marc WinkelmanMARC WINKELMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susan WittliffSUSAN WITTLIFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Edward B BurgerEDWARD B BURGER
PRESIDENT & CEO
- Total calculated
- $663,886
- From this org
- $629,869
- From related orgs
- $0
- Other
- $34,017
- Hours/week
- 39.6 + 5.4 related
Schedule J breakdown matched by us
- Base
- $537,731
- Bonus
- $1,500
- Other
- $90,638
- Deferred
- $20,700
- Nontaxable benefits
- $13,317
- Filer's total
- $663,886
-
Fernando X PenaFERNANDO X PENA
EVP & GENERAL COUNSEL
- Total calculated
- $574,522
- From this org
- $539,755
- From related orgs
- $0
- Other
- $34,767
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $471,679
- Bonus
- $3,000
- Other
- $65,076
- Deferred
- $20,700
- Nontaxable benefits
- $14,067
- Filer's total
- $574,522
-
Amy VaughanAMY VAUGHAN
VICE PRESIDENT OF FINANCE
- Total calculated
- $486,565
- From this org
- $452,548
- From related orgs
- $0
- Other
- $34,017
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $378,926
- Bonus
- $3,000
- Other
- $70,622
- Deferred
- $20,700
- Nontaxable benefits
- $13,317
- Filer's total
- $486,565
-
Regan Gruber MoffittREGAN GRUBER MOFFITT
VP OF COMMUNITY INVESTMENTS
- Total calculated
- $399,584
- From this org
- $343,272
- From related orgs
- $0
- Other
- $56,312
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $322,811
- Bonus
- $3,000
- Other
- $17,461
- Deferred
- $20,554
- Nontaxable benefits
- $35,758
- Filer's total
- $399,584
-
Julian HuertaJULIAN HUERTA
VP OF COMMUNITY PROGRAMS
- Total calculated
- $355,151
- From this org
- $302,818
- From related orgs
- $0
- Other
- $52,333
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $282,941
- Bonus
- $3,000
- Other
- $16,877
- Deferred
- $18,050
- Nontaxable benefits
- $34,283
- Filer's total
- $355,151
-
Cathy IbergCATHY IBERG
VICE PRESIDENT OF INVESTMENTS
- Total calculated
- $289,458
- From this org
- $289,458
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
Schedule J breakdown matched by us
- Base
- $289,083
- Bonus
- $375
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $289,458
-
Shailee GuptaSHAILEE GUPTA
DIRECTOR OF DENTAL PROGRAM
- Total calculated
- $343,823
- From this org
- $295,976
- From related orgs
- $0
- Other
- $47,847
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $277,355
- Bonus
- $1,500
- Other
- $17,121
- Deferred
- $13,784
- Nontaxable benefits
- $34,063
- Filer's total
- $343,823
-
Cara MuellerCARA MUELLER
DIRECTOR OF HUMAN RESOURCES
- Total calculated
- $309,338
- From this org
- $254,317
- From related orgs
- $0
- Other
- $55,021
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $241,306
- Bonus
- $1,500
- Other
- $11,511
- Deferred
- $15,239
- Nontaxable benefits
- $39,782
- Filer's total
- $309,338
-
Christina ThompsonCHRISTINA THOMPSON
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $281,774
- From this org
- $230,846
- From related orgs
- $0
- Other
- $50,928
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $218,923
- Bonus
- $3,500
- Other
- $8,423
- Deferred
- $13,830
- Nontaxable benefits
- $37,098
- Filer's total
- $281,774
-
Abby MenkeABBY MENKE
LEAD DENTIST
- Total calculated
- $260,613
- From this org
- $212,600
- From related orgs
- $0
- Other
- $48,013
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,635
- Bonus
- $1,500
- Other
- $465
- Deferred
- $12,730
- Nontaxable benefits
- $35,283
- Filer's total
- $260,613
-
Rabecca CrossRABECCA CROSS
ASSISTANT GENERAL COUNSEL
- Total calculated
- $267,865
- From this org
- $232,677
- From related orgs
- $0
- Other
- $35,188
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $230,407
- Bonus
- $1,800
- Other
- $470
- Deferred
- $9,515
- Nontaxable benefits
- $25,673
- Filer's total
- $267,865
-
Kimberly McPhersonKIMBERLY MCPHERSON
SENIOR PROGRAM OFFICER
- Total calculated
- $244,510
- From this org
- $208,683
- From related orgs
- $0
- Other
- $35,827
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,596
- Bonus
- $1,500
- Other
- $22,587
- Deferred
- $12,487
- Nontaxable benefits
- $23,340
- Filer's total
- $244,510
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 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
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
-
$5,836,916
HEALTH ACCESS GRANT
-
$3,865,840
HEALTH ACCESS GRANT
-
$3,717,536
HEALTH ACCESS GRANT
-
$3,501,180
HEALTH ACCESS GRANT
-
$3,485,289
HEALTH ACCESS GRANT
-
BASTROP COUNTY EMERGENCY FOOD PANTRY INC
$3,075,600
HEALTH ACCESS GRANT
-
$2,798,470
HEALTH ACCESS GRANT
-
COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS
$2,074,640
HEALTH ACCESS GRANT
-
$1,986,000
HEALTH ACCESS GRANT
-
TEXAS DEPARTMENT OF AGRICULTURE
$1,918,724
HEALTH ACCESS GRANT
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.
-
ST DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS
501(C)(3) · HOLDING COMPANY · TX · controlled entity
Directly controlled by ST DAVID'S FOUNDATION
-
ST DAVID'S FOUNDATION COMMUNITY FUND
501(C)(3) · PROVIDES NEEDS-BASED SCHOLARSHIPS AND CONTROLS MEDICAL FACILITIES · TX · controlled entity
Directly controlled by ST DAVID'S FOUNDATION
-
ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES
501(C)(3) · SUPPORT SERVICES TO RELATED ORGANIZATIONS · TX · controlled entity
Directly controlled by ST DAVID'S FOUNDATION COMMUNITY FUND
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 partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP
RELATED · OWNS & OPERATES FOUR HOSPITALS IN CENTRAL TX · TX · 40.59% owned · share of income $212,881,662 · share of assets $701,254,364 · general or managing partner
-
BAILEY SQUARE AMBULATORY SURGICAL CENTER LTD
AMBULATORY SURGERY CENTER · TX
-
SOUTH AUSTIN SURGERY CENTER LTD
AMBULATORY SURGERY CENTER · TX
-
LEADERSHIP HEALTHCARE HOLDINGS II LP LLP
OWNS AN INTEREST IN A RADIOLOGY CENTER · TX
-
LEADERSHIP HEALTHCARE HOLDINGS LP LLP
OWNS MAJORITY INTERESTS IN AMBULATORY SURGERY CENTERS · TX
-
OAKWOOD SURGERY CENTER LTD
AMBULATORY SURGERY CENTER · TX
-
NORTH AUSTIN SURGERY CENTER LP
AMBULATORY SURGERY CENTER · TX
-
CP SURGERY CENTER LLC
AMBULATORY SURGERY CENTER · TX
-
MCA-CTMC HOLDINGS LLC
AMBULATORY SURGERY CENTER · TX
-
ST DAVID'S AUSTIN AREA ASC LLC
AMBULATORY SURGERY CENTER · TX
-
AUSTIN GI SURGICENTER LLC
AMBULATORY SURGERY CENTER · TX
-
CAREOS SURGICENTER LLC
AMBULATORY SURGERY CENTER · TX
-
HEALTH AT HOME HOLDINGS - AUSTIN LLC
HOME HEALTH AND HOSPICE SERVICES · TX
-
SOLIS MAMMOGRAPHY SERIVCES LLC
MAMMOGRAPHY SERVICES · TX
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ST DAVID'S FOUNDATION IMPACT FUND LP
C · OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER · TX
-
ST DAVID'S FOUNDATION IMPACT FUND GP LLC
C · OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER · TX
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543159349304719
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.