St David's Foundation FY2023 filing

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $93,838 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

The mission of St. David's Foundation is to help improve the health and well-being of our most underserved central texas neighbors in our five-county area using our resources to reduce health inequity, increase access to healthcare focusing on the whole person through integrated care, and support the communities we serve in taking an active role in their health and healthcare needs.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$3.7M 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

FY2023 · 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
5 of 5
filings with a surplus
Average surplus $83.6M a year · 47% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.7M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
9 mo
of spending, in cash
Plus $1.62B in investments, Pt X · Ln 11–13
Looks good: 9.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$43.5M
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$187.7M
+6% vs prior year
Spent
$97.1M
To programs
91%
Net assets
$1.7B
By yearFY2020–FY2024
Revenue
$187.7M
FY2023▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$135.5M
FY2021$176.7M
FY2022$177.6M
FY2023$187.7M
FY2024$217.5M
Expenses
$97.1M
FY2023▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$77.5M
FY2021$100.6M
FY2022$90.4M
FY2023$97.1M
FY2024$111.4M
Net assets
$1.7B
FY2023▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3B
FY2021$1.6B
FY2022$1.5B
FY2023$1.7B
FY2024$1.9B

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 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 Jan 1964.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $88.2M Management & general 9% · $8.9M

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

Something off? Claim to add context

Who runs it and what they're paid

29 people listed on the 990; $3.7M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$598,281Pt VII · Sec A
EVP & General Counsel
$454,357Pt VII · Sec A
Vice President of Finance
$365,528Pt VII · Sec A
VP of Community Investments
$307,496Pt VII · Sec A
Director of Dental Programs
$270,043Pt VII · Sec A
VP of Community Programs
$265,067Pt VII · Sec A
Vice President of Investments
$249,353Pt VII · Sec A
Director of Human Resources
$235,108Pt VII · Sec A

Edward B Burger’s $598K as President & CEO is at the 27th percentile of top reported officer pay among 1747 $100M+ health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2023FY2022FY2021FY2020
Edward B Burger$598,281$595,526$578,066$457,823
Fernando X Pena$454,357$430,406$374,158$361,705
Amy Vaughan$365,528$343,947$210,986$184,271
Regan Gruber Moffitt$307,496$291,062$69,708—
William Buster to 11120———$280,252
Shailee Gupta$270,043$252,530$207,637$208,118
Julian Huerta$265,067$224,464——
Rebecca Pastner——$250,990$185,397

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 St David's Foundation executive salaries →

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides healthcare services, operates hospitals, and funds community programs to improve health equity and access for underserved residents in Central Texas.

Questions for St David's Foundation

Tap to ask. St David's Foundation sees how many people are interested.

Your first name shows with your question. St David's Foundation answers here, for everyone.

3 programs · $88.2M · in their own filed words · FY2023
01

The foundation is actively involved in meeting the needs of indigent members of the community through grants for indigent primary care, mental health services, services for the elderly and grants for wellness programs. The foundation annually invests more than $70 million in grants to support community health and well-being.

$78.5Mprogram expense
02

The foundation's mobile dental program offers free dental care to children at title 1 elementary schools in central texas, as well as adults referred by area clinics. This is the largest mobile charity dental program in the COUNTRY.FROM august through may, the mobile dental program treats elementary school children who attend title I…

$9.7Mprogram expense
03

The foundation controls hospitals dedicated to serving central texas pursuant to the community benefit standard and the affordable care act. ST. David's healthcare partnership includes hospitals, free-standing emergency rooms, ambulatory care centers, and urgent care centers.

Pt IX · col B

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 · FY2025
Total grants receivedfrom 1 funder$10K
Grants paid · 926 grants · $396.7M · 2020–2023
Lone Star Circle of CareTX · FY2023$11,044,000
Peoples Community Clinic INCTX · FY2023$6,668,344
Foundation Communities INCTX · FY2023$6,080,718
Youth and Family AllianceTX · FY2023$3,126,637
United Way for Greater AustinTX · FY2023$2,243,708
Austin Community Foundation INCTX · FY2023$2,000,000
Meals on Wheels and More INCTX · FY2023$1,879,200
Family Eldercare INCTX · FY2023$1,600,262
Texas Department of AgricultureFY2023$1,499,497
Unitemized GrantFY2023$1,282,950
The Safe AllianceTX · FY2023$1,085,432
Austin Groups for the ElderlyTX · FY2023$992,250
See all 926 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$187.7M
Ln 12
Fees for servicesLn 2g$179.6M
Investment incomeLn 3$6.5M
Gifts and grantsLn 1h$1.6M
Money outPt IX
$97.1M
Ln 25
Programscol B$88.2M
Managementcol C$8.9M
Owns and owesPt X
$1.7B
net assets · Ln 32
Cash and savingsLn 1–2$75.1M
Total assetsLn 16$1.7B
LiabilitiesLn 26$43.5M
PeoplePt VI, VII
29
listed · VII A
PaidVII A13
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Fees for servicesLn 2g$179.6M
Investment incomeLn 3$6.5M
Other incomeLn 4–11$5K
Total revenueLn 12$187.7M
Assets in detailPt X, end of year
CashLn 1$100
SavingsLn 2$75.1M
Cash and savings togetherLn 1–2$75.1M
Notes and loans receivableLn 7$47.7M
Prepaid expenses and deferred chargesLn 9$2.4M
Land, buildings, equipmentLn 10c$2.4M
InvestmentsLn 11–13$1.62B
Total assetsLn 16$1.7B
LiabilitiesLn 26$43.5M
Net assetsLn 32$1.7B
OperationsPt I, VI
EmployeesI 593
VolunteersI 640
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Hospital careSch H · share of total expense
Charity care at costPt I 7a$55.9M · 57.6%
Bad debtPt III 2$4.2M · 4.3%
Total community benefitPt I 7k$154.5M · 159.2%
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$855K
Share of the $2.7M endowmentSch D 1g32.1%
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$2.7M$2.6M$2.6M$2.6M$2.6M
SpentLn 1d–1f$110K$42K$1K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$66.2M$75.1M
InvestmentsLn 11–13$1.46B$1.62B
Land, buildings, equipmentLn 10c$2.9M$2.4M
Total assetsLn 16$1.58B$1.75B
LiabilitiesLn 26$49.7M$43.5M
Net assetsLn 32$1.53B$1.70B
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$71.4M$71.4M
Grants to domestic individualsLn 2$1.3M$1.3M
Pay of current officers, directors and key staffLn 5$2.6M$821K$1.8M
Pay of disqualified personsLn 6$116K$116K
Other salaries and wagesLn 7$7.8M$5.9M$1.9M
Pension plan contributionsLn 8$251K$164K$88K
Other employee benefitsLn 9$2.2M$1.6M$553K
Payroll taxesLn 10$707K$482K$225K
Legal feesLn 11b$270K$151K$119K
Accounting feesLn 11c$349K$349K
Investment management feesLn 11f$855K$855K
Other fees for servicesLn 11g$2.2M$1.6M$658K
Office expensesLn 13$996K$401K$595K
Information technologyLn 14$687K$341K$346K
OccupancyLn 16$1.2M$895K$277K
TravelLn 17$165K$145K$20K
Conferences, conventions and meetingsLn 19$60K$42K$17K
Depreciation, depletion and amortizationLn 22$671K$528K$144K
InsuranceLn 23$476K$128K$348K
Other expenses (24a–d)Ln 24$2.4M$2.1M$351K
All other expensesLn 24e$326K$260K$66K
Total functional expensesLn 25$97.1M$88.2M$8.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 11, 2025 $217.5M$111.4M$106.1M$1.9B 990 PDF
FY2023 ViewingFiled with the IRS Nov 14, 2024 $187.7M$97.1M$90.6M$1.7B 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $177.6M$90.4M$87.1M$1.5B 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $176.7M$100.6M$76.1M$1.6B 990 PDF
FY2020Filed with the IRS Jan 10, 2022 $135.5M$77.5M$58.0M$1.3B 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $187,676,086 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,509,487$1,551,447
I-9 Program service revenuePrior year $171,517,000$179,603,000
I-10 Investment incomePrior year $3,527,173$6,516,156
I-11 Other revenuePrior year $9,710$5,483
I-12 Total revenuePrior year $177,563,370$187,676,086
I-13 Grants and similar amounts paidPrior year $67,324,160$72,691,796
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $12,988,310$13,677,486
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,112,042$10,691,209
I-18 Total expensesPrior year $90,424,512$97,060,491
I-19 Revenue less expensesPrior year $87,138,858$90,615,595
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsNo
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 $187,676,086 across 6 lines filed
VIII-1f All other contributions, gifts and grants$1,551,447
VIII-1h Total contributions, gifts and grants$1,551,447
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $179,603,000$179,603,000
VIII-3 Investment incomeUnrelated business −$873,837 · Excluded from tax $7,389,993$6,516,156
VIII-5 RoyaltiesExcluded from tax $5,483$5,483
VIII-12 Total revenueRelated to mission $179,603,000 · Unrelated business −$873,837 · Excluded from tax $7,395,476$187,676,086
Part IX · Statement of functional expenses $97,060,491 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $71,408,846$71,408,846
IX-2 Grants to domestic individualsPrograms $1,282,950$1,282,950
IX-5 Pay of current officers, directors and key staffPrograms $821,391 · Management $1,804,985$2,626,376
IX-6 Pay of disqualified personsManagement $116,250$116,250
IX-7 Other salaries and wagesPrograms $5,891,670 · Management $1,922,126$7,813,796
IX-8 Pension plan contributionsPrograms $163,791 · Management $87,512$251,303
IX-9 Other employee benefitsPrograms $1,610,085 · Management $552,601$2,162,686
IX-10 Payroll taxesPrograms $482,106 · Management $224,969$707,075
IX-11b Legal feesPrograms $151,083 · Management $118,827$269,910
IX-11c Accounting feesManagement $349,468$349,468
IX-11f Investment management feesManagement $855,439$855,439
IX-11g Other fees for servicesPrograms $1,578,300 · Management $658,480$2,236,780
IX-13 Office expensesPrograms $400,605 · Management $595,200$995,805
IX-14 Information technologyPrograms $340,855 · Management $345,886$686,741
IX-16 OccupancyPrograms $895,430 · Management $276,743$1,172,173
IX-17 TravelPrograms $145,167 · Management $20,148$165,315
IX-19 Conferences, conventions and meetingsPrograms $42,497 · Management $17,282$59,779
IX-22 Depreciation, depletion and amortizationPrograms $527,582 · Management $143,752$671,334
IX-23 InsurancePrograms $127,652 · Management $348,293$475,945
IX-24 Other expenses (24a–d)Programs $2,076,120 · Management $350,800$2,426,920
IX-24e All other expensesPrograms $260,001 · Management $65,599$325,600
IX-25 Total functional expensesPrograms $88,206,131 · Management $8,854,360 · Fundraising $0$97,060,491
Part X · Balance sheet $1,746,492,770 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $100$100
X-2 Savings and temporary cash investmentsStart of year $66,153,401$75,095,198
X-7 Notes and loans receivableStart of year $51,373,197$47,705,034
X-9 Prepaid expenses and deferred chargesStart of year $2,625,137$2,435,160
X-10c Land, buildings and equipment, netStart of year $2,908,907$2,419,035
X-11 Publicly traded securitiesStart of year $156,810,088$202,652,297
X-12 Other securitiesStart of year $847,135,140$906,230,879
X-13 Program-related investmentsStart of year $456,122,067$509,955,067
X-16 Total assetsStart of year $1,583,128,037$1,746,492,770
X-17 Accounts payable and accrued expensesStart of year $12,213,275$2,289,471
X-18 Grants payableStart of year $37,521,135$41,210,718
X-25 Other liabilitiesStart of year $5,217$0
X-26 Total liabilitiesStart of year $49,739,627$43,500,189
X-27 Net assets without donor restrictionsStart of year $1,530,750,361$1,700,331,574
X-28 Net assets with donor restrictionsStart of year $2,638,049$2,661,007
X-32 Total net assets or fund balancesStart of year $1,533,388,410$1,702,992,581
X-33 Total liabilities and net assetsStart of year $1,583,128,037$1,746,492,770
Part XI · Reconciliation of net assets $1,702,992,581 net assets at year end
XI-1 Total revenue$187,676,086
XI-2 Total expenses$97,060,491
XI-3 Revenue less expenses$90,615,595
XI-4 Net assets at start of year$1,533,388,410
XI-5 Net unrealized gains (losses) on investments$78,642,924
XI-9 Other changes in net assets$345,652
XI-10 Net assets at end of year$1,702,992,581

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.