San Antonio Area Foundation Group Return FY2020 filing

Tax-deductible

San Antonio, TX501(c)(3)Since 2003EIN 20-1110274Revenue $14.0M in FY2020

On file with the IRSsaafdn.org155 Concord Plaza Dr Ste 301, 78216-1786 · San Antonio, TXTax-exempt since Nov 2002Publicly supported charity — 170(b)(1)(A)(vi)

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To make grants for charitable purposes to community organizations, schools on behalf of students for scholarships, and to individuals for teacher stipends.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$911K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $2.0M a year · 18% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$911K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 7.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.5M
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
62
of 63 voting members
Looks good: 62 of 63 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$14.0M
Spent
$11.9M
To programs
78%
Net assets
$120.9M
By yearFY2020–FY2024
Revenue
$14.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$14.0M
FY2021$5.5M
FY2022$5.5M
FY2023$14.1M
FY2024$17.0M
Expenses
$11.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$11.9M
FY2021$8.1M
FY2022$5.3M
FY2023$9.1M
FY2024$11.7M
Net assets
$120.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$120.9M
FY2021$39.8M
FY2022$36.0M
FY2023$42.7M
FY2024$48.7M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $9.3M Management & general 21% · $2.4M Fundraising 1% · $142K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

82 people listed on the 990; $911K paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO (until 10/10/20)
$236,439Pt VII · Sec A
$181,248Pt VII · Sec A
$145,911Pt VII · Sec A
$145,509Pt VII · Sec A
$109,041Pt VII · Sec A
CEO (until 06/30/20)
$92,358Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Daniel Fishman - Cts$321,381$320,730$59,841——
Tom Torkelson - Cts——$132,117$301,393$145,911
Dalia Contreras - Cep$263,741$236,510$269,134$211,253—
Mark Larson - City Ed Ptrns————$236,439
Anne Messbarger - Chef—$126,355$182,060——
Dalia Contreras - City Ed Ptrns————$181,248
Jennifer Limas-Mota - Cep$149,876————
Dawn Dixon - Warm Springs Fdn————$145,509

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See San Antonio Area Foundation Group Return executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Awards grants to community groups, schools for scholarships, and individuals for teacher stipends.

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Provided by the organization

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1 program · $9.3M · in their own filed words · FY2020
01

The mission and accomplishments of the organizations in the group return is 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.WARM springs foundation provides grants…

$9.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$15K
Grants paid · 138 grants · $28.1M · 2020–2024
San Antonio Area FoundationTX · FY2024$2,996,225
Futuro Education San AntonioTX · FY2024$1,534,394
Unitemized GrantFY2024$483,928
Compass Rose Education INCTX · FY2024$421,205
Teach for America INCNY · FY2024$287,500
Celebrate DyslexiaTX · FY2024$256,500
Unitemized GrantFY2024$251,100
Tgp Public SchoolsTX · FY2024$200,000
Alamo Community College DistrictFY2024$167,000
Utsa - College of Education & Human Development (grants)FY2024$165,625
Valor Education FoundationTX · FY2024$161,000
Essence Prep INCTX · FY2024$127,500
Be Kind San Antonio INCTX · FY2024$100,000
50can INCDC · FY2024$100,000
See all 138 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$14.0M
Ln 12
Gifts and grantsLn 1h$8.7M
Investment incomeLn 3$4.0M
Other incomeLn 4–11$1.3M
Money outPt IX
$11.9M
Ln 25
Programscol B$9.3M
Managementcol C$2.4M
Fundraisingcol D$142K
Owns and owesPt X
$120.9M
net assets · Ln 32
Cash and savingsLn 1–2$7.1M
Total assetsLn 16$123.4M
LiabilitiesLn 26$2.5M
PeoplePt VI, VII
82
listed · VII A
PaidVII A6
Voting boardVI 1a63
IndependentVI 1b62
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.7M
Investment incomeLn 3$4.0M
Other incomeLn 4–11$1.3M
Gains on assetsLn 7$495K
Total revenueLn 12$14.0M
Assets in detailPt X, end of year
CashLn 1$7.1M
Cash and savings togetherLn 1–2$7.1M
InvestmentsLn 11–13$113.9M
Land, buildings, equipmentLn 10c$476K
Other assetsLn 15$0
Total assetsLn 16$123.4M
LiabilitiesLn 26$2.5M
Net assetsLn 32$120.9M
OperationsPt I, VI
EmployeesI 515
VolunteersI 655
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$9.4M$7.1M
InvestmentsLn 11–13$110.3M$113.9M
Land, buildings, equipmentLn 10c$634K$476K
Total assetsLn 16$122.7M$123.4M
LiabilitiesLn 26$2.7M$2.5M
Net assetsLn 32$120.0M$120.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4.8M$4.8M
Grants to domestic individualsLn 2$1.0M$1.0M
Pay of current officers, directors and key staffLn 5$978K$581K$307K$91K
Other salaries and wagesLn 7$663K$594K$39K$30K
Pension plan contributionsLn 8$34K$30K$2K$3K
Other employee benefitsLn 9$25K$22K$2K$1K
Payroll taxesLn 10$117K$91K$23K$3K
Management feesLn 11a$414K$414K
Legal feesLn 11b$136K$1K$135K
Investment management feesLn 11f$292K$292K
Other fees for servicesLn 11g$1.5M$1.1M$335K$10K
Advertising and promotionLn 12$379K$243K$136K
Office expensesLn 13$31K$11K$20K$166
Information technologyLn 14$187K$121K$64K$2K
OccupancyLn 16$395K$63K$331K$1K
TravelLn 17$16K$12K$3K
Conferences, conventions and meetingsLn 19$229K$182K$47K
Depreciation, depletion and amortizationLn 22$184K$82K$101K$310
InsuranceLn 23$29K$29K
Other expenses (24a–d)Ln 24$457K$310K$146K$508
All other expensesLn 24e$22K$7K$15K
Total functional expensesLn 25$11.9M$9.3M$2.4M$142K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $17.0M$11.7M$5.3M$48.7M 990 PDF
FY2023 $14.1M$9.1M$5.0M$42.7M 990 PDF
FY2022 $5.5M$5.3M$132K$36.0M 990 PDF
FY2021 $5.5M$8.1M−$2.6M$39.8M 990 PDF
FY2020 Viewing $14.0M$11.9M$2.2M$120.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $14,019,304 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $11,025,507$8,730,681
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $3,880,652$4,019,796
I-11 Other revenuePrior year $2,983,263$1,268,827
I-12 Total revenuePrior year $17,889,422$14,019,304
I-13 Grants and similar amounts paidPrior year $10,184,378$5,813,183
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,852,880$1,817,732
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,347,204$4,226,212
I-18 Total expensesPrior year $15,384,462$11,857,127
I-19 Revenue less expensesPrior year $2,504,960$2,162,177
Part VI · Governance 62 of 63 board members independent, 1 to look at
VI-1a Voting members of the governing body63
VI-1b Independent voting members62
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $14,019,304 across 9 lines filed
VIII-1d Related organizations$5,233,606
VIII-1f All other contributions, gifts and grants$3,497,075
VIII-1h Total contributions, gifts and grants$8,730,681
VIII-3 Investment incomeUnrelated business $23,678 · Excluded from tax $3,500,730$3,524,408
VIII-5 RoyaltiesExcluded from tax $951,054$951,054
VIII-6 Net rental income or lossExcluded from tax $280,276$280,276
VIII-7 Net gain or loss on sales of assetsExcluded from tax $495,388$495,388
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $37,497$37,497
VIII-12 Total revenueRelated to mission $37,497 · Unrelated business $23,678 · Excluded from tax $5,227,448$14,019,304
Part IX · Statement of functional expenses $11,857,127 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $4,804,583$4,804,583
IX-2 Grants to domestic individualsPrograms $1,008,600$1,008,600
IX-5 Pay of current officers, directors and key staffPrograms $580,917 · Management $306,729 · Fundraising $90,723$978,369
IX-7 Other salaries and wagesPrograms $594,415 · Management $38,644 · Fundraising $30,172$663,231
IX-8 Pension plan contributionsPrograms $29,643 · Management $1,883 · Fundraising $2,700$34,226
IX-9 Other employee benefitsPrograms $21,670 · Management $2,282 · Fundraising $1,092$25,044
IX-10 Payroll taxesPrograms $90,912 · Management $22,848 · Fundraising $3,102$116,862
IX-11a Management feesManagement $414,200$414,200
IX-11b Legal feesPrograms $1,200 · Management $134,553$135,753
IX-11f Investment management feesManagement $291,560$291,560
IX-11g Other fees for servicesPrograms $1,111,091 · Management $334,824 · Fundraising $9,600$1,455,515
IX-12 Advertising and promotionPrograms $242,515 · Management $136,405$378,920
IX-13 Office expensesPrograms $11,311 · Management $19,945 · Fundraising $166$31,422
IX-14 Information technologyPrograms $121,091 · Management $64,051 · Fundraising $2,158$187,300
IX-16 OccupancyPrograms $62,950 · Management $330,814 · Fundraising $1,393$395,157
IX-17 TravelPrograms $12,379 · Management $3,307$15,686
IX-19 Conferences, conventions and meetingsPrograms $182,370 · Management $46,811$229,181
IX-22 Depreciation, depletion and amortizationPrograms $82,362 · Management $100,894 · Fundraising $310$183,566
IX-23 InsuranceManagement $29,131$29,131
IX-24 Other expenses (24a–d)Programs $310,092 · Management $146,063 · Fundraising $508$456,663
IX-24e All other expensesPrograms $7,315 · Management $14,843$22,158
IX-25 Total functional expensesPrograms $9,275,416 · Management $2,439,787 · Fundraising $141,924$11,857,127
Part X · Balance sheet $123,441,637 assets, 17 lines filed
Asset lines not itemized here account for $140,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $9,437,147$7,103,667
X-3 Pledges and grants receivableStart of year $1,452,527$1,727,264
X-4 Accounts receivableStart of year $385,362$14,033
X-9 Prepaid expenses and deferred chargesStart of year $134,400$64,360
X-10c Land, buildings and equipment, netStart of year $634,394$475,531
X-11 Publicly traded securitiesStart of year $76,477,048$88,799,484
X-12 Other securitiesStart of year $33,824,230$25,117,298
X-15 Other assetsStart of year $6,285$0
X-16 Total assetsStart of year $122,673,953$123,441,637
X-17 Accounts payable and accrued expensesStart of year $963,611$609,867
X-18 Grants payableStart of year $1,712,100$1,895,796
X-19 Deferred revenueStart of year $5,098$11,105
X-26 Total liabilitiesStart of year $2,680,809$2,516,768
X-27 Net assets without donor restrictionsStart of year $88,341,850$88,756,532
X-28 Net assets with donor restrictionsStart of year $31,651,294$32,168,337
X-32 Total net assets or fund balancesStart of year $119,993,144$120,924,869
X-33 Total liabilities and net assetsStart of year $122,673,953$123,441,637
Part XI · Reconciliation of net assets $120,924,869 net assets at year end
XI-1 Total revenue$14,019,304
XI-2 Total expenses$11,857,127
XI-3 Revenue less expenses$2,162,177
XI-4 Net assets at start of year$119,993,144
XI-5 Net unrealized gains (losses) on investments−$1,230,452
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$120,924,869

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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