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← ST DAVIDS COMMUNITY HEALTH FOUNDATION INITIATIVES

Form 990 for tax year 2023

Filed by ST DAVIDS COMMUNITY HEALTH FOUNDATION INITIATIVES.

Totals

Total revenue
$4,099,334
Total expenses
$3,130,213
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$1,265,354
Other revenue
$2,833,980
Total assets, end of year
$29,008,174
Total liabilities, end of year
$449,527
Net assets or fund balances, end of year
$28,558,647
Program services expenses (Part IX)
$715,930
Management and general expenses
$2,099,942
Fundraising expenses
$314,341
Program service expenses (Part III)
$715,930

Program services were 22.9% 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.

  • 3 · Investment income

    total $1,265,354 · excluded $1,265,354

  • 6a · Gross rents

    real property $2,833,980

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $2,833,980

  • 6d · Net rental income or loss

    total $2,833,980 · excluded $2,833,980

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $305,451 · program services $174,222 · fundraising $131,229

  • 7 · Other salaries and wages

    total $233,068 · program services $92,971 · management and general $135,078 · fundraising $5,019

  • 8 · Pension plan contributions

    total $13,213 · program services $8,706 · management and general $145 · fundraising $4,362

  • 9 · Other employee benefits

    total $117,532 · program services $77,442 · management and general $1,293 · fundraising $38,797

  • 10 · Payroll taxes

    total $40,233 · program services $26,509 · management and general $444 · fundraising $13,280

  • 11b · Fees: legal

    total $1,868 · management and general $1,868

  • 11c · Fees: accounting

    total $25,683 · management and general $25,683

  • 11g · Fees: other

    total $22,367 · program services $11,700 · fundraising $10,667

  • 13 · Office expenses

    total $174,423 · program services $85,010 · management and general $43,555 · fundraising $45,858

  • 14 · Information technology

    total $37,800 · program services $8,770 · management and general $5,578 · fundraising $23,452

  • 16 · Occupancy

    total $712,944 · management and general $712,944

  • 17 · Travel

    total $1,501 · management and general $1,374 · fundraising $127

  • 22 · Depreciation, depletion and amortization

    total $661,121 · management and general $661,121

  • 23 · Insurance

    total $35,690 · management and general $35,690

  • 24a · Other expenses: SUPPORT SERVICES

    total $474,753 · management and general $474,753

  • 24b · Other expenses: AGING WELL PROGRAM

    total $149,242 · program services $149,242

  • 24c · Other expenses: SCHOLARSHIP PROG SUP.

    total $73,961 · program services $73,961

  • 24d · Other expenses: TOAST OF THE TOWN SUPPO

    total $40,539 · fundraising $40,539

  • 24e · All other expenses

    total $8,824 · program services $7,397 · management and general $416 · fundraising $1,011

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $9,137,775 · end of year $10,964,811

  • 4 · Accounts receivable

    beginning of year $29,976 · end of year $57,454

  • 9 · Prepaid expenses and deferred charges

    beginning of year $62,253 · end of year $71,344

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

    $22,497,367

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

    $6,169,952

  • 10c · Land, buildings and equipment, net

    beginning of year $16,935,498 · end of year $16,327,415

  • 12 · Investments: other securities

    beginning of year $1,971,953 · end of year $1,587,150

  • 17 · Accounts payable and accrued expenses

    beginning of year $539,346 · end of year $439,099

  • 25 · Other liabilities

    beginning of year $8,583 · end of year $10,428

  • 27 · Net assets without donor restrictions

    beginning of year $27,589,526 · end of year $28,558,647

Mission and programs · 2023

Mission

ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES ("INITIATIVES") PROVIDES SUPPORT FOR ST. DAVID'S FOUNDATION, ST, DAVID'S FOUNDATION COMMUNITY FUND, AND ST DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS.

Activities or mission (Part I)

PROVIDES SUPPORT FOR ST. DAVID'S FOUNDATION, ST. DAVID'S FOUNDATION COMMUNITY FUND (SEE SCHEDULE O)AND ST. DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS.

  • INITIATIVES PROVIDES SUPPORT FOR THE SCHOLARSHIP PROGRAM THAT IS CONDUCTED BY ST. DAVID'S FOUNDATION COMMUNITY FUND. THIS PROGRAM PROVIDES NEEDS-BASED COLLEGE SCHOLARSHIPS FOR STUDENTS PURSUING HEALTHCARE CAREERS IN TEXAS.

    Expenses $471,743

  • INITIATIVES PROVIDES SUPPORT FOR THE AGING WELL PROGRAM THAT IS CONDUCTED BY ST. DAVID'S FOUNDATION COMMUNITY FUND. THIS PROGRAM IS A PHILANTHROPIC AND VOLUNTEER INITIATIVE BRINGING TOGETHER INDIVIDUALS AND COMMUNITY PARTNERS TO RAISE AWARENESS ABOUT ISSUES FACING OLDER ADULTS AND THEIR CAREGIVERS.

    Expenses $244,187

  • INITIATIVES OWNS THE BUILDING THAT HOUSES ALL OF ITS RELATED ORGANIZATIONS AND LEASES SPACE TO SUCH ORGANIZATIONS. EXPENSES TO OPERATE THE BUILDING HAVE BEEN CODED TO MANAGEMENT AND GENERAL IN PART IX SO THEY HAVE NOT BEEN INCLUDED ABOVE.

As filed on the 2023 return.

Listed in Part VII

  • Cara Abazari

    PRESIDENT

    Total calculated
    $256,869
    From this org
    $213,544
    From related orgs
    $0
    Other
    $43,325
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $210,084
    Bonus
    $2,000
    Other
    $1,460
    Deferred
    $12,786
    Nontaxable benefits
    $30,539
    Filer's total
    $256,869

  • Taylor Gutierrez

    SECRETARY

    Total calculated
    $121,122
    From this org
    $91,907
    From related orgs
    $0
    Other
    $29,215
    Hours/week
    10 + 30 related

  • Julian Huerta

    BOARD OF DIRECTOR (AS OF 12/23)

    Total calculated
    $311,133
    From this org
    $0
    From related orgs
    $265,067
    Other
    $46,066
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,402 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $1,165 related
    Deferred
    $0 + $13,998 related
    Nontaxable benefits
    $0 + $32,068 related
    Filer's total
    $0 + $311,133 related

  • Amy Vaughan

    VICE PRESIDENT OF FINANCE

    Total calculated
    $406,142
    From this org
    $0
    From related orgs
    $365,528
    Other
    $40,614
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,883 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $1,145 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $20,814 related
    Filer's total
    $0 + $406,142 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

None.

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 ST. DAVID'S FOUNDATION COMPENSATION COMMITTEE COMMISSIONS A REPORT FROM AN INDEPENDENT COMPENSATION EXPERT COVERING ALL EXECUTIVES AND HIGHLY COMPENSATED EMPLOYEES OF THE FOUNDATION AND RELATED TAX EXEMPT ENTITIES. EDWARD BURGER, IN HIS POSITION AS CEO OF ST. DAVID'S FOUNDATION, REVIEWS THE COMPARABLE DATA FROM THE REPORT AND MAKES RECOMMENDATIONS TO THE BOARD OF ST. DAVID'S FOUNDATION COMMUNITY FUND REGARDING EXECUTIVE COMPENSATION FOR OFFICERS OF INITIATIVES.

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

No itemized grants to organizations 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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP

    OWNS & OPERATES 4 HOSPITALS IN CENTRAL TEXAS · TX

  • 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

  • SOUTH AUSTIN SURGICENTER 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

    AMBULATORY SURGERY CENTER · 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 · 100% owned · share of income $2,313,220 · share of assets $3,560,163 · controlled entity

    Directly controlled by SDCHF INITIATIVES

  • ST DAVID'S FOUNDATION IMPACT FUND GP LLC

    C · OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER · TX · 100% owned · share of income $22,000 · share of assets $100,742 · controlled entity

    Directly controlled by SDCHF INITIATIVES

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349306166

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