Skip to content
Nonprofiteer
← ST DAVIDS COMMUNITY HEALTH FOUNDATION HOLDINGS

Form 990 for tax year 2022

Filed by ST DAVIDS COMMUNITY HEALTH FOUNDATION HOLDINGS.

Totals

Total revenue
$65
Total expenses
$38,712
Contributions and grants received
$65
Grants paid
$21,334
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$473,740
Total liabilities, end of year
$1,244
Net assets or fund balances, end of year
$472,496
Program services expenses (Part IX)
$21,334
Management and general expenses
$17,378
Fundraising expenses
$0
Program service expenses (Part III)
$21,334

Program services were 55.1% 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.

  • 1f · All other contributions, gifts and grants

    $65

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $21,334 · program services $21,334

  • 11b · Fees: legal

    total $271 · management and general $271

  • 11c · Fees: accounting

    total $3,500 · management and general $3,500

  • 11g · Fees: other

    total $7 · management and general $7

  • 20 · Interest

    total $13,600 · management and general $13,600

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $512,986 · end of year $473,740

  • 17 · Accounts payable and accrued expenses

    beginning of year $710 · end of year $111

  • 25 · Other liabilities

    beginning of year $1,133 · end of year $1,133

  • 27 · Net assets without donor restrictions

    beginning of year $86,686 · end of year $69,308

  • 28 · Net assets with donor restrictions

    beginning of year $424,457 · end of year $403,188

Mission and programs · 2022

Mission

HOLDINGS' PRIMARY EXEMPT MISSION IS TO PROVIDE GRANTS AND PROGRAMS THAT IMPACT COMMUNITY HEALTH.

Activities or mission (Part I)

WE AIM TO IMPROVE THE HEALTH OF CENTRAL TEXANS THROUGH GRANTS/PROGRAMS THAT IMPACT COMMUNITY HEALTH.

  • HOLDINGS PROVIDED GRANTS AND ASSISTANCE TO THE NEEDY IN CENTRAL TEXAS.

    Expenses $21,334 · Grants $21,334

As filed on the 2022 return.

Listed in Part VII

  • Ray Bonilla

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 14.9 related

  • Shannon Ratliff

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 9.9 related

  • Lino Mendiola

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 9.9 related

  • Edward B Burger

    CEO/PRESIDENT

    Total calculated
    $625,537
    From this org
    $0
    From related orgs
    $595,526
    Other
    $30,011
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $595,526 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $11,711 related
    Filer's total
    $0 + $625,537 related

  • Amy Vaughan

    CHIEF FINANCIAL OFFICER

    Total calculated
    $381,847
    From this org
    $0
    From related orgs
    $343,947
    Other
    $37,900
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,947 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $19,600 related
    Filer's total
    $0 + $381,847 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'S COMPENSATION COMMITTEE COMMISSIONS A REPORT FROM AN INDEPENDENT EXPERT, COVERING ALL EXECUTIVES AND HIGHLY COMPENSATED EMPLOYEES OF THE ST. DAVID'S FOUNDATION AND RELATED TAX EXEMPT ENTITIES. AS THE PRESIDENT/CEO OF BOTH THE ST. DAVID'S FOUNDATION AND THE REPORTING ORGANIZATION, EDWARD BURGER'S COMPENSATION WAS DETERMINED BY THE ST. DAVID'S FOUNDATION'S COMPENSATION COMMITTEE AND WAS PAID BY THE ST. DAVID'S FOUNDATION.

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 TX · 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

    HOME HEALTH AND HOSPICE 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

  • ST DAVID'S FOUNDATION IMPACT FUND GP LLC

    C · OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER · TX

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349304837

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.