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Nonprofiteer
← SAN ANTONIO AREA FOUNDATION GROUP RETURN

Form 990 for tax year 2022

Filed by SAN ANTONIO AREA FOUNDATION GROUP RETURN.

What the amendment changed

Compared with the return it replaced , filed 13 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$5,464,500
Total expenses
$5,332,930
Contributions and grants received
$4,459,277
Grants paid
$2,500,037
Program service revenue
$73,033
Investment income
$932,190
Other revenue
$0
Total assets, end of year
$37,289,722
Total liabilities, end of year
$1,295,975
Net assets or fund balances, end of year
$35,993,747
Program services expenses (Part IX)
$4,148,637
Management and general expenses
$965,190
Fundraising expenses
$219,103
Program service expenses (Part III)
$4,148,637

Program services were 77.8% 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.

  • 1d · Related organizations

    $500,000

  • 1f · All other contributions, gifts and grants

    $3,959,277

  • 2a · Program service revenue: PROGRAM REVENUE

    total $73,033 · related or exempt $73,033

  • 3 · Investment income

    total $1,082,934 · unrelated business $3,013 · excluded $1,079,921

  • 7a · Gross sales of assets other than inventory

    securities $7,442,523

  • 7b · Less cost or other basis and sales expenses

    securities $7,417,751 · other assets $175,516

  • 7c · Gain or loss

    securities $24,772 · other assets -$175,516

  • 7d · Net gain or loss

    total -$150,744 · excluded -$150,744

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,701,710 · program services $1,701,710

  • 2 · Grants to domestic individuals

    total $798,327 · program services $798,327

  • 5 · Compensation of officers, directors and key employees

    total $694,872 · program services $375,097 · management and general $185,613 · fundraising $134,162

  • 7 · Other salaries and wages

    total $338,314 · program services $270,654 · fundraising $67,660

  • 8 · Pension plan contributions

    total $22,981 · program services $18,276 · management and general $226 · fundraising $4,479

  • 9 · Other employee benefits

    total $11,748 · program services $11,010 · management and general $349 · fundraising $389

  • 10 · Payroll taxes

    total $73,210 · program services $56,920 · management and general $11,733 · fundraising $4,557

  • 11a · Fees: management

    total $316,200 · management and general $316,200

  • 11b · Fees: legal

    total $36,490 · program services $34,735 · management and general $1,755

  • 11c · Fees: accounting

    total $261 · management and general $261

  • 11f · Fees: investment management

    total $168,869 · management and general $168,869

  • 11g · Fees: other

    total $525,595 · program services $394,765 · management and general $130,830

  • 12 · Advertising and promotion

    total $55,584 · program services $55,143 · management and general $441

  • 13 · Office expenses

    total $19,300 · program services $9,706 · management and general $9,326 · fundraising $268

  • 14 · Information technology

    total $102,027 · program services $83,563 · management and general $12,548 · fundraising $5,916

  • 16 · Occupancy

    total $22,287 · program services $16,900 · management and general $3,715 · fundraising $1,672

  • 17 · Travel

    total $24,920 · program services $12,934 · management and general $11,986

  • 19 · Conferences, conventions and meetings

    total $49,147 · program services $28,607 · management and general $20,540

  • 22 · Depreciation, depletion and amortization

    total $92,579 · program services $43,621 · management and general $48,958

  • 23 · Insurance

    total $18,138 · management and general $18,138

  • 24a · Other expenses: PROGRAM EXPENSES

    total $163,348 · program services $163,348

  • 24b · Other expenses: EVENT EXPENSES

    total $66,089 · program services $57,275 · management and general $8,814

  • 24c · Other expenses: MEALS & ENTERTAINMENT

    total $15,935 · program services $8,341 · management and general $7,594

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $6,555 · program services $3,364 · management and general $3,191

  • 24e · All other expenses

    total $8,444 · program services $4,341 · management and general $4,103

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,584,274 · end of year $6,076,565

  • 3 · Pledges and grants receivable

    beginning of year $1,080,184 · end of year $725,000

  • 4 · Accounts receivable

    beginning of year $6,881 · end of year $4,811

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,947 · end of year $15,755

  • 10a · Land, buildings and equipment: cost or other basis

    $269,993

  • 10b · Land, buildings and equipment: accumulated depreciation

    $176,095

  • 10c · Land, buildings and equipment, net

    beginning of year $351,696 · end of year $93,898

  • 11 · Investments: publicly traded securities

    beginning of year $32,332,477 · end of year $28,547,536

  • 12 · Investments: other securities

    beginning of year $2,211,446 · end of year $1,826,157

  • 17 · Accounts payable and accrued expenses

    beginning of year $370,305 · end of year $1,207,975

  • 18 · Grants payable

    beginning of year $365,000 · end of year $88,000

  • 27 · Net assets without donor restrictions

    beginning of year $24,495,214 · end of year $22,344,096

  • 28 · Net assets with donor restrictions

    beginning of year $15,349,386 · end of year $13,649,651

Mission and programs · 2022

Mission

TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS AND SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR TEACHER AND INTERN STIPENDS.

  • 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: CULINARY HEALTH EDUCATION FOR FAMILIES - $206,000CHOOSE TO SUCCEED - $28,956STUDENTS + STARTUPS - $229,133

    Expenses $4,148,637 · Grants $2,500,037 · Revenue $73,033

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chris Barbic - Cep

    TREASURER

    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
  • Priscilla Camacho - Cep

    DIRECTOR (UNTIL 12/31/22)

    Total calculated
    $0
    Hours/week
    1
  • Jenna Saucedo-Herrera - Cep

    DIRECTOR (UNTIL 1/4/22)

    Total calculated
    $0
    Hours/week
    1
  • Carolina 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
  • Marie Smith - Chef

    TREASURER

    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
  • Kimberly Robinson - Foc

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ambrose Robinson - Foc

    VICE PRESIDENT (UNTIL 5/15/22)

    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
  • 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
  • Kathleen Gunn - Gunn Family Fdn

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Marilyn Harrington - Gunn Family Fd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mary Catherine Molly Walden - Gunn

    VICE PRESIDENT

    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
  • Dax Moreno - Students Startups

    TREASURER (UNTIL 10/3/22)

    Total calculated
    $0
    Hours/week
    1
  • Charles Woodin - Students Startups

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Thu Nguyen - Students Startups

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Luis Martinez - Students Startups

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Marjorie French - Saafdn

    PRESIDENT/CEO

    Total calculated
    $450,682
    From this org
    $0
    From related orgs
    $432,382
    Other
    $18,300
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $412,506 related
    Bonus
    $0 + $19,876 related
    Other
    $0
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $450,682 related
  • Tom Torkelson - Cts

    CEO (UNTIL 5/31/22)

    Total calculated
    $140,044
    From this org
    $132,117
    From related orgs
    $0
    Other
    $7,927
    Hours/week
    40
  • Lynda Cabell - Saafdn

    EXEC VP/CFO (UNTIL 1/4/22)

    Total calculated
    $37,547
    From this org
    $0
    From related orgs
    $35,424
    Other
    $2,123
    Hours/week
    4 + 44 related
  • Cynthia Campbell - Saafdn

    CFO

    Total calculated
    $221,361
    From this org
    $0
    From related orgs
    $208,836
    Other
    $12,525
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,223 related
    Bonus
    $0 + $12,613 related
    Other
    $0
    Deferred
    $0 + $12,525 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $221,361 related
  • Dalia Contreras - Cep

    CEO

    Total calculated
    $284,052
    From this org
    $269,134
    From related orgs
    $0
    Other
    $14,918
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,134
    Bonus
    $15,000
    Other
    $0
    Deferred
    $14,918
    Nontaxable benefits
    $0
    Filer's total
    $284,052
  • Arenda Burns - Saafdn

    CHIEF OPERATING OFFICER

    Total calculated
    $243,245
    From this org
    $0
    From related orgs
    $219,292
    Other
    $23,953
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,679 related
    Bonus
    $0 + $13,613 related
    Other
    $0
    Deferred
    $0 + $13,153 related
    Nontaxable benefits
    $0 + $10,800 related
    Filer's total
    $0 + $243,245 related
  • Lisa Brunsvold - Saafdn

    VP OF DEVELOPMENT AND DONOR SERVICES

    Total calculated
    $208,164
    From this org
    $0
    From related orgs
    $193,202
    Other
    $14,962
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,634 related
    Bonus
    $0 + $11,568 related
    Other
    $0
    Deferred
    $0 + $11,587 related
    Nontaxable benefits
    $0 + $3,375 related
    Filer's total
    $0 + $208,164 related
  • Patricia Mejia - Saafdn

    VP OF COMMUNITY ENGAGEMENT AND IMPACT

    Total calculated
    $188,915
    From this org
    $0
    From related orgs
    $178,226
    Other
    $10,689
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,359 related
    Bonus
    $0 + $10,867 related
    Other
    $0
    Deferred
    $0 + $10,689 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $188,915 related
  • Daniel Fishman - Cts

    CEO

    Total calculated
    $63,392
    From this org
    $59,841
    From related orgs
    $0
    Other
    $3,551
    Hours/week
    40
  • Anne Messbarger - Chef

    VP COO

    Total calculated
    $207,384
    From this org
    $182,060
    From related orgs
    $0
    Other
    $25,324
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,560
    Bonus
    $500
    Other
    $0
    Deferred
    $10,924
    Nontaxable benefits
    $14,400
    Filer's total
    $207,384
  • April Hansard - Saafdn

    CONTROLLER

    Total calculated
    $178,526
    From this org
    $0
    From related orgs
    $162,270
    Other
    $16,256
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,270 related
    Bonus
    $0 + $8,000 related
    Other
    $0
    Deferred
    $0 + $9,731 related
    Nontaxable benefits
    $0 + $6,525 related
    Filer's total
    $0 + $178,526 related
  • Jane Paccione - Saafdn

    MANAGING DIRECTOR OF COLLECTIVE IMPACT

    Total calculated
    $129,068
    From this org
    $0
    From related orgs
    $115,611
    Other
    $13,457
    Hours/week
    0 + 40 related
  • Jennifer Cook - Saafdn

    DIRECTOR OF STRATEGY AND IMPACT

    Total calculated
    $119,341
    From this org
    $0
    From related orgs
    $106,430
    Other
    $12,911
    Hours/week
    0 + 41 related
  • Elise Parma - Saafdn

    ACCOUNTING MANAGER

    Total calculated
    $116,445
    From this org
    $0
    From related orgs
    $106,674
    Other
    $9,771
    Hours/week
    4 + 40 related
  • Stephanie Lafroscia - Saafdn

    DIRECTOR OF GRANTS AND COMMUNITY ENGAGEMENT

    Total calculated
    $118,068
    From this org
    $0
    From related orgs
    $101,201
    Other
    $16,867
    Hours/week
    0 + 40 related

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 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

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'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

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.

  • SANTIKOS THEATERS LLC

    S · S CORPORATION · TX

    Directly controlled by JOHN L SANTIKOS CHARITABLE FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
3 April 2025
IRS schema version
2022v5.0
Source object
202531059349302938

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