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← ST DAVIDS COMMUNITY HEALTH FOUNDATION INITIATIVES

Form 990 for tax year 2022

Filed by ST DAVIDS COMMUNITY HEALTH FOUNDATION INITIATIVES.

Totals

Total revenue
$3,255,011
Total expenses
$3,105,727
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$908,328
Other revenue
$2,346,683
Total assets, end of year
$28,137,455
Total liabilities, end of year
$547,929
Net assets or fund balances, end of year
$27,589,526
Program services expenses (Part IX)
$661,341
Management and general expenses
$2,066,960
Fundraising expenses
$377,426
Program service expenses (Part III)
$661,341

Program services were 21.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CARA ABAZARI

    PRESIDENT

    Total calculated
    $242,097
    From this org
    $201,087
    From related orgs
    $0
    Other
    $41,010
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $201,087
    Bonus
    $0
    Other
    $0
    Deferred
    $12,035
    Nontaxable benefits
    $28,975
    Filer's total
    $242,097

  • TAYLOR GUTIERREZ

    SECRETARY

    Total calculated
    $111,217
    From this org
    $85,768
    From related orgs
    $0
    Other
    $25,449
    Hours/week
    10 + 30 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. FOR 2022 COMPENSATION, EDWARD BURGER, IN HIS POSITION AS CEO OF ST. DAVID'S FOUNDATION, REVIEWED THE COMPARABLE DATA FROM THE REPORT AND MADE RECOMMENDATIONS TO THE BOARD OF ST. DAVID'S FOUNDATION COMMUNITY FUND REGARDING EXECUTIVE COMPENSATION FOR OFFICERS OF THE REPORTING ORGANIZATION.

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.

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 $2,412,893 · share of assets $4,978,240 · 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 assets $93,248 · controlled entity

    Directly controlled by SDCHF INITIATIVES

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349301746

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