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Nonprofiteer
← SAN ANTONIO AREA FOUNDATION

Form 990 for tax year 2022

Filed by SAN ANTONIO AREA FOUNDATION.

Totals

Total revenue
$68,911,493
Total expenses
$55,540,535
Contributions and grants received
$51,843,937
Grants paid
$45,523,170
Program service revenue
$1,748,223
Investment income
$14,049,356
Other revenue
$1,269,977
Total assets, end of year
$525,679,071
Total liabilities, end of year
$15,281,694
Net assets or fund balances, end of year
$510,397,377
Program services expenses (Part IX)
$49,143,911
Management and general expenses
$5,920,738
Fundraising expenses
$475,886
Program service expenses (Part III)
$49,143,911

Program services were 88.5% 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.

  • 1c · Fundraising events

    $1,936,567

  • 1d · Related organizations

    $3,257,361

  • 1e · Government grants (contributions)

    $1,100,000

  • 1f · All other contributions, gifts and grants

    $45,550,009

  • 1g · Noncash contributions included above

    $1,832,220

  • 2a · Program service revenue: ADMIN FEE REVENUE

    total $1,571,385 · related or exempt $1,571,385

  • 2b · Program service revenue: PROGRAM REVENUE

    total $176,838 · related or exempt $176,838

  • 3 · Investment income

    total $13,904,054 · unrelated business $9,974 · excluded $13,894,080

  • 5 · Royalties

    total $650,482 · excluded $650,482

  • 6a · Gross rents

    real property $245,500

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $245,500

  • 6d · Net rental income or loss

    total $245,500 · excluded $245,500

  • 7a · Gross sales of assets other than inventory

    securities $48,358,077

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

    securities $48,204,450 · other assets $8,325

  • 7c · Gain or loss

    securities $153,627 · other assets -$8,325

  • 7d · Net gain or loss

    total $145,302 · excluded $145,302

  • 8a · Fundraising events: gross income

    $474,924

  • 8a · Fundraising events: contributions included on line 1c

    $1,936,567

  • 8b · Fundraising events: direct expenses

    $103,052

  • 8c · Net income from fundraising events

    total $371,872 · excluded $371,872

  • 11a · Other revenue: OTHER INCOME

    total $2,123 · related or exempt $2,123

  • 11e · Other revenue, total

    $2,123

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $39,484,847 · program services $39,484,847

  • 2 · Grants to domestic individuals

    total $6,017,023 · program services $6,017,023

  • 3 · Grants to foreign organizations and individuals

    total $21,300 · program services $21,300

  • 5 · Compensation of officers, directors and key employees

    total $1,349,913 · program services $250,478 · management and general $824,838 · fundraising $274,597

  • 7 · Other salaries and wages

    total $2,823,274 · program services $1,019,117 · management and general $1,768,018 · fundraising $36,139

  • 8 · Pension plan contributions

    total $173,703 · program services $62,093 · management and general $109,412 · fundraising $2,198

  • 9 · Other employee benefits

    total $185,816 · program services $57,448 · management and general $120,993 · fundraising $7,375

  • 10 · Payroll taxes

    total $298,186 · program services $92,778 · management and general $186,295 · fundraising $19,113

  • 11b · Fees: legal

    total $124,303 · program services $53,330 · management and general $70,973

  • 11c · Fees: accounting

    total $227,752 · program services $28,100 · management and general $199,652

  • 11d · Fees: lobbying

    total $9,000 · management and general $9,000

  • 11f · Fees: investment management

    total $1,063,086 · management and general $1,063,086

  • 11g · Fees: other

    total $635,284 · program services $444,742 · management and general $189,115 · fundraising $1,427

  • 12 · Advertising and promotion

    total $70,780 · program services $27,921 · management and general $42,709 · fundraising $150

  • 13 · Office expenses

    total $196,575 · program services $36,924 · management and general $104,145 · fundraising $55,506

  • 14 · Information technology

    total $538,195 · program services $252,688 · management and general $256,993 · fundraising $28,514

  • 15 · Royalties

    total $138,497 · program services $99,042 · management and general $35,470 · fundraising $3,985

  • 16 · Occupancy

    total $633,528 · program services $394,019 · management and general $216,145 · fundraising $23,364

  • 17 · Travel

    total $30,328 · program services $7,023 · management and general $20,905 · fundraising $2,400

  • 19 · Conferences, conventions and meetings

    total $96,525 · program services $13,978 · management and general $82,547

  • 22 · Depreciation, depletion and amortization

    total $202,882 · program services $73,325 · management and general $124,718 · fundraising $4,839

  • 23 · Insurance

    total $83,793 · management and general $83,793

  • 24a · Other expenses: EVENT EXPENSES

    total $613,692 · program services $584,222 · management and general $19,901 · fundraising $9,569

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $140,652 · program services $80,124 · management and general $54,783 · fundraising $5,745

  • 24c · Other expenses: FEDERAL TAX

    total $101,485 · management and general $101,485

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $98,058 · management and general $98,058

  • 24e · All other expenses

    total $182,058 · program services $43,389 · management and general $137,704 · fundraising $965

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,331,105 · end of year $7,228,269

  • 3 · Pledges and grants receivable

    beginning of year $20,849,979 · end of year $11,371,876

  • 4 · Accounts receivable

    beginning of year $48,321 · end of year $608,648

  • 9 · Prepaid expenses and deferred charges

    beginning of year $554,155 · end of year $459,182

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

    $503,370

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

    $149,942

  • 10c · Land, buildings and equipment, net

    beginning of year $525,513 · end of year $353,428

  • 11 · Investments: publicly traded securities

    beginning of year $345,299,196 · end of year $315,794,509

  • 12 · Investments: other securities

    beginning of year $213,737,479 · end of year $189,863,159

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,251,273 · end of year $1,231,556

  • 18 · Grants payable

    beginning of year $602,375 · end of year $307,958

  • 19 · Deferred revenue

    beginning of year $0 · end of year $77,640

  • 21 · Escrow or custodial account liability

    beginning of year $16,761,056 · end of year $13,482,712

  • 24 · Unsecured notes and loans payable

    beginning of year $170,975 · end of year $155,720

  • 25 · Other liabilities

    beginning of year $147,647 · end of year $26,108

  • 27 · Net assets without donor restrictions

    beginning of year $211,622,807 · end of year $193,090,067

  • 28 · Net assets with donor restrictions

    beginning of year $356,789,615 · end of year $317,307,310

Mission and programs · 2022

Mission

MAKING GRANTS FOR CHARITABLE PURPOSES TO NONPROFIT AND EDUCATIONAL ORGANIZATIONS, PRINCIPALLY IN THE SAN ANTONIO METROPOLITAN AREA AND SURROUNDING COUNTIES.

Activities or mission (Part I)

WE ARE THE COMMUNITY FOUNDATION FOR THE GREATER SAN ANTONIO AREA. WE HOLD ENDOWMENTS AND FUNDS WHICH SUPPORT LOCAL CHARITIES AND SPONSOR STRATEGIC INITIATIVES WHICH BENEFIT OUR COMMUNITY.

  • THE SAN ANTONIO AREA FOUNDATION IS A COMMUNITY FOUNDATION WHICH CONSISTS OF TRUSTS AND FUNDS CONTRIBUTED BY INDIVIDUALS, CORPORATIONS AND PUBLIC AGENCIES TO BENEFIT BEXAR COUNTY AND CERTAIN SOUTH TEXAS COUNTIES. THE INDIVIDUAL FUNDS AND TRUSTS MAKE CHARITABLE CONTRIBUTIONS AS SPECIFIED IN THEIR GOVERNING INSTRUMENTS.

    Expenses $49,143,911 · Grants $45,523,170 · Revenue $1,750,346

As filed on the 2022 return.

Listed in Part VII

  • MARJORIE FRENCH

    PRESIDENT/CEO

    Total calculated
    $450,682
    From this org
    $432,382
    From related orgs
    $0
    Other
    $18,300
    Hours/week
    36 + 12 related

    Schedule J breakdown matched by us

    Base
    $412,506
    Bonus
    $19,876
    Other
    $0
    Deferred
    $18,300
    Nontaxable benefits
    $0
    Filer's total
    $450,682

  • ARENDA BURNS

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $243,245
    From this org
    $219,292
    From related orgs
    $0
    Other
    $23,953
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $205,679
    Bonus
    $13,613
    Other
    $0
    Deferred
    $13,153
    Nontaxable benefits
    $10,800
    Filer's total
    $243,245

  • CINDY CAMPBELL

    CHIEF FINANCIAL OFFICER

    Total calculated
    $221,361
    From this org
    $208,836
    From related orgs
    $0
    Other
    $12,525
    Hours/week
    36 + 12 related

    Schedule J breakdown matched by us

    Base
    $196,223
    Bonus
    $12,613
    Other
    $0
    Deferred
    $12,525
    Nontaxable benefits
    $0
    Filer's total
    $221,361

  • LISA BRUNSVOLD

    VP OF DEVELOPMENT AND DONOR SERVICES

    Total calculated
    $208,164
    From this org
    $193,202
    From related orgs
    $0
    Other
    $14,962
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $181,634
    Bonus
    $11,568
    Other
    $0
    Deferred
    $11,587
    Nontaxable benefits
    $3,375
    Filer's total
    $208,164

  • PATRICIA MEJIA

    VP COMMUNITY ENGAGEMENT

    Total calculated
    $188,915
    From this org
    $178,226
    From related orgs
    $0
    Other
    $10,689
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $167,359
    Bonus
    $10,867
    Other
    $0
    Deferred
    $10,689
    Nontaxable benefits
    $0
    Filer's total
    $188,915

  • APRIL HANSARD

    CONTROLLER

    Total calculated
    $178,526
    From this org
    $162,270
    From related orgs
    $0
    Other
    $16,256
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $154,270
    Bonus
    $8,000
    Other
    $0
    Deferred
    $9,731
    Nontaxable benefits
    $6,525
    Filer's total
    $178,526

  • JANE PACCIONE

    MANAGING DIRECTOR OF COLLECTIVE IMPACT

    Total calculated
    $129,068
    From this org
    $115,611
    From related orgs
    $0
    Other
    $13,457
    Hours/week
    40

  • JENNIFER COOK

    DIRECTOR OF STRATEGY AND IMPACT

    Total calculated
    $119,341
    From this org
    $106,430
    From related orgs
    $0
    Other
    $12,911
    Hours/week
    40 + 1 related

  • STEPHANIE LAFROSCIA

    DIRECTOR OF GRANTS AND COMMUNITY ENGAGEMENT

    Total calculated
    $118,068
    From this org
    $101,201
    From related orgs
    $0
    Other
    $16,867
    Hours/week
    40 + 4 related

  • ELISE PARMA

    ACCOUNTING MANAGER

    Total calculated
    $116,445
    From this org
    $106,674
    From related orgs
    $0
    Other
    $9,771
    Hours/week
    38 + 6 related

  • LYNDA CABELL

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

    Total calculated
    $37,547
    From this org
    $35,424
    From related orgs
    $0
    Other
    $2,123
    Hours/week
    36 + 12 related

  • GENERAL TOM HILL

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ALEX PEREZ

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ADENA WILLIAMS LOSTON PHD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MICHELLE R SCARVER CPA PFS

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SUZANNE WADE

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SARAH HARTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • YONNIE BLANCHETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL BOLNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES D DARRYL BYRD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JULISSA CARIELO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BLAKE HASTINGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID KOMET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARBARA BARBIE O'CONNOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GURPAUL SINGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HARRY W WOLFF JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 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 committee
  • 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

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.

  • CHARITABLE REMAINDER TRUSTS (2)

    T · TRUSTS · TX

    Directly controlled by SAN ANTONIO AREA FOUNDATION

  • SANTIKOS THEATERS LLC

    S · S CORPORATION · TX

    Directly controlled by JOHN L SANTIKOS CHARITABLE FOUNDATION

  • ERNEST B AND MARIE GRAHAM SCHOLARSHIP FUND

    T · SCHOLARSHIPS · TX · 100% owned · share of income -$129,822 · share of assets $7,888,069

    Directly controlled by SAN ANTONIO AREA FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333199349324813

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