Form 990 for tax year 2024

Filed by SAN ANTONIO HOSPITAL FOUNDATION INC.

Totals

Total revenue: $6,493,186
Total expenses: $1,683,030
Contributions and grants received: $3,286,831
Grants paid: $604,436
Program service revenue: $0
Investment income: $3,291,060
Other revenue: -$84,705
Total assets, end of year: $62,549,153
Total liabilities, end of year: $2,220,204
Net assets or fund balances, end of year: $60,328,949
Program services expenses (Part IX): $660,024
Management and general expenses: $547,091
Fundraising expenses: $475,915
Program service expenses (Part III): $660,024

Program services were 39.2% 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.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$561,450
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$2,725,381
1g · Noncash contributions included above

$97,439
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $1,610,349 · related or exempt $0 · unrelated business $0 · excluded $1,610,349
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $9,488,326 · other assets $0
7b · Less cost or other basis and sales expenses

securities $7,807,615 · other assets $0
7c · Gain or loss

securities $1,680,711 · other assets $0
7d · Net gain or loss

total $1,680,711 · related or exempt $0 · unrelated business $0 · excluded $1,680,711
8a · Fundraising events: gross income

$79,385
8a · Fundraising events: contributions included on line 1c

$561,450
8b · Fundraising events: direct expenses

$164,090
8c · Net income from fundraising events

total -$84,705 · unrelated business $0 · excluded -$84,705
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $604,436 · program services $604,436
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $493,968 · program services $0 · management and general $148,190 · fundraising $345,778
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $66,192 · program services $0 · management and general $39,715 · fundraising $26,477
8 · Pension plan contributions

total $0 · program services $0 · management and general $0 · fundraising $0
9 · Other employee benefits

total $146,084 · program services $0 · management and general $87,650 · fundraising $58,434
10 · Payroll taxes

total $0 · program services $0 · management and general $0 · fundraising $0
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $0 · program services $0 · management and general $0 · fundraising $0
11c · Fees: accounting

total $10,250 · program services $0 · management and general $10,250 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $233,883 · program services $0 · management and general $233,883 · fundraising $0
11g · Fees: other

total $16,267 · program services $0 · management and general $3,252 · fundraising $13,015
12 · Advertising and promotion

total $0 · program services $0 · management and general $0 · fundraising $0
13 · Office expenses

total $21,765 · program services $0 · management and general $4,353 · fundraising $17,412
14 · Information technology

total $16,911 · program services $0 · management and general $16,911 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $3,251 · program services $0 · management and general $0 · fundraising $3,251
17 · Travel

total $0 · program services $0 · management and general $0 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $3,544 · program services $0 · management and general $709 · fundraising $2,835
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $0 · program services $0 · management and general $0 · fundraising $0
23 · Insurance

total $0 · program services $0 · management and general $0 · fundraising $0
24a · Other expenses: PROGRAM EXPENSES

total $55,588 · program services $55,588 · management and general $0 · fundraising $0
24b · Other expenses: CREDIT CARD FEES

total $4,180 · program services $0 · management and general $836 · fundraising $3,344
24c · Other expenses: BANK SERVICE FEES

total $2,746 · program services $0 · management and general $549 · fundraising $2,197
24d · Other expenses: ALL OTHER EXPENSES

total $2,599 · program services $0 · management and general $520 · fundraising $2,079
24e · All other expenses

total $1,366 · program services $0 · management and general $273 · fundraising $1,093
26 · Joint costs (an allocation of the lines above)

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $317,286 · end of year $372,016
2 · Savings and temporary cash investments

beginning of year $0 · end of year $0
3 · Pledges and grants receivable

beginning of year $905,854 · end of year $1,319,327
4 · Accounts receivable

beginning of year $0 · end of year $0
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$2,756
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

beginning of year $2,756 · end of year $2,756
11 · Investments: publicly traded securities

beginning of year $46,695,729 · end of year $52,842,428
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $7,776,256 · end of year $8,012,626
17 · Accounts payable and accrued expenses

beginning of year $12,066 · end of year $15,506
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $2,042,814 · end of year $2,204,698
27 · Net assets without donor restrictions

beginning of year $43,377,258 · end of year $48,903,243
28 · Net assets with donor restrictions

beginning of year $10,265,743 · end of year $11,425,706
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

TO DEVELOP THE RESOURCES TO SUPPORT SAN ANTONIO REGIONAL HOSPITAL'S MISSION TO IMPROVE THE HEALTH AND WELLBEING OF THE PEOPLE WE SERVE.

FUNDS USED TO SUPPORT SAN ANTONIO REGIONAL HOSPITAL'S EFFORTS TO IMPROVE THE OVERALL HEALTH OF THE COMMUNITY.

Expenses $660,024 · Grants $604,436

As filed on the 2024 return.

Listed in Part VII

Amy Valdivia

Trustee/Chairman

Total calculated

$0

Hours/week

2
James Milhiser

Trustee/Vice Chairman

Total calculated

$0

Hours/week

2
John Chapman

Trustee/SARH President and CEO

Total calculated

$1,110,967

From this org

$0

From related orgs

$990,441

Other

$120,526

Hours/week

2 + 41 related

Schedule J breakdown matched by us

Base

$0 + $581,023 related

Bonus

$0 + $362,696 related

Other

$0 + $46,722 related

Deferred

$0 + $80,631 related

Nontaxable benefits

$0 + $39,895 related

Filer's total

$0 + $1,110,967 related
Michelle Stoddard

Trustee/Foundation President

Total calculated

$493,969

From this org

$0

From related orgs

$400,783

Other

$93,186

Hours/week

40

Schedule J breakdown matched by us

Base

$0 + $289,561 related

Bonus

$0 + $91,713 related

Other

$0 + $19,509 related

Deferred

$0 + $76,354 related

Nontaxable benefits

$0 + $16,832 related

Filer's total

$0 + $493,969 related
Susan Scott

Trustee/Secretary

Total calculated

$0

Hours/week

2
Wah-chung Hsu

Trustee/Treasurer

Total calculated

$826,908

From this org

$0

From related orgs

$694,267

Other

$132,641

Hours/week

4 + 41 related

Schedule J breakdown matched by us

Base

$0 + $513,245 related

Bonus

$0 + $153,368 related

Other

$0 + $27,654 related

Deferred

$0 + $94,274 related

Nontaxable benefits

$0 + $38,367 related

Filer's total

$0 + $826,908 related
Arif Taj

Trustee

Total calculated

$0

Hours/week

2
Catherine Rockwell

Trustee

Total calculated

$0

Hours/week

2
Celia Chu

Trustee

Total calculated

$0

Hours/week

2
Claire Grobler

Trustee

Total calculated

$0

Hours/week

2
David Dang MD

Trustee

Total calculated

$0

Hours/week

2
Juanita Uster

Trustee

Total calculated

$0

Hours/week

2
Kristine Scott

Trustee

Total calculated

$0

Hours/week

2
Liliana Andriani

Trustee

Total calculated

$0

Hours/week

2
Marco Robles

Trustee

Total calculated

$0

Hours/week

2
Nedra Vincent MD

Trustee

Total calculated

$0

Hours/week

2
Soo Myland

Trustee

Total calculated

$0

Hours/week

2
Susan Oxarart

Trustee

Total calculated

$0

Hours/week

2

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

1a · Health or social club dues or initiation fees
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
4b · Supplemental nonqualified retirement plan

Answered no

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

Schedule J, Part I, Line 1a Health or social club dues or initiation fees: THE FOUNDATION REIMBURSES THE PRESIDENT FOR COUNTRY CLUB DUES. THE DUES ARE NOT TAXABLE TO THE PRESIDENT OF THE FOUNDATION AS SHE USES THE COUNTRY CLUB FOR BUSINESS ONLY.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation: SAHF PRESIDENT IS INCLUDED IN SARH'S EXECUTIVE COMPENSATION PROCESS WHICH INCLUDES A BIANNUAL COMPENSATION SURVEY BY AN INDEPENDENT CONSULTANT THAT IS REVIEWED BY SAN ANTONIO REGIONAL HOSPITAL'S COMPENSATION COMMITTEE AND APPROVED BY SARH'S BOARD OF TRUSTEES. FOR ADDITIONAL DETAILS, PLEASE SEE THE STATEMENT IN SCHEDULE O FOR PART VI, LINE 15.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan: RELATED ORGANIZATION, SAN ANTONIO REGIONAL HOSPITAL, PROVIDES A 457(F) SUPPLEMENTAL NON-QUALIFIED PLAN FOR ITS EXECUTIVE MANAGEMENT TEAM. IN CONJUNCTION WITH THE 457(B) PLAN, EACH EXECUTIVE ACCRUES 10% OF THEIR BASE PAY ANNUALLY. HOSPITAL CONTRIBUTIONS ARE NOT VESTED UNTIL DECEMBER 31 OF THE EXECUTIVE'S THIRD CALENDAR YEAR OF EMPLOYMENT. AFTER INITIAL ELIGIBILITY, EACH YEAR'S CONTRIBUTION WILL VEST ON DECEMBER 31 OF EACH CALENDAR YEAR. TWO MEMBERS OF THE EXECUTIVE MANAGEMENT GROUP RECEIVED PAYMENTS AND THESE AMOUNTS ARE SHOWN ON SCH J, PT II, COLUMN F.
Schedule J, Part II: EMPLOYEES OF SAN ANTONIO REGIONAL HOSPITAL HIRED PRIOR TO DECEMBER 31, 2005 ARE PARTICIPANTS IN THE HOSPITAL'S DEFINED BENEFIT PENSION PLAN. THE AMOUNT IN COLUMN C INCLUDES THE ESTIMATED INCREASE IN ACTUARIAL VALUE FOR THOSE EMPLOYEES WHO ARE PLAN PARTICIPANTS.

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

SAN ANTONIO REGIONAL HOSPITAL

$604,436

PROGRAM SUPPORT

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.

SAN ANTONIO REGIONAL HOSPITAL

501(c)(3) · HOSPITAL · CA

Directly controlled by NA

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.

CUCAMONGA HEALTH SERVICES

C Corporation · HOLDING CO. · CA · controlled entity

Directly controlled by NA
CHARITABLE REMAINDER UNITRUST - 8

Trust · UNITRUST · CA

Directly controlled by NA
FMP HOLDING INC

C Corporation · HOLDING CO. · CA · controlled entity

Directly controlled by NA
SAR MEDICAL GROUP

C Corporation · HOLDING CO. · CA · controlled entity

Directly controlled by NA

Provenance

Return type: form_990
Tax year: 2024
Filed: 15 November 2025
IRS schema version: 2024v5.1
Source object: 202533189349315938

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