Foundation Santa Rosa: Nonprofit Profile, Financials & Form 990 (EIN 81-3911826)

Revenue by fiscal year
FY2020	$7.9M
FY2021	$3.0M
FY2022	$15.2M
FY2023	$5.0M
FY2024	$5.6M

Expenses by fiscal year
FY2020	$1.6M
FY2021	$2.1M
FY2022	$2.7M
FY2023	$4.0M
FY2024	$2.7M

Net assets by fiscal year
FY2020	$17.9M
FY2021	$19.4M
FY2022	$30.4M
FY2023	$35.3M
FY2024	$39.1M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Where the money goes

84 cents of each dollar spent went to programs.

84%

16%

Program services 84% · $2.3M Management & general 16% · $417K

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

6 people listed on the 990.

Part VII, Section A · reportable compensation

Jose Antonio Davila Guerrero

President

$0Pt VII · Sec A

Alfredo Martn Ferreryros Brandon

Secretary

$0Pt VII · Sec A

Christopher Lanciotti

Treasurer

$0Pt VII · Sec A

Miguel Angel Diaz Solis

Director

$0Pt VII · Sec A

Pedro Martin Komatsudani Tsuyama

Director

$0Pt VII · Sec A

Leslie Ruth Whittembury Aguilar

Director

$0Pt VII · Sec A

See Foundation Santa Rosa 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 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers aid for religious, charitable, and educational causes globally.

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Provided by the organization

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2 programs · $2.3M · in their own filed words · FY2024

01

General support of SCV (sodalitium christianae vitae) catholic communities in argentina, brazil, chile, columbia, costa rica, italy, ecuador, and the united states.

$2.2Mprogram expense

02

Contributions to apostolic educational and cultural works in the united states.

$92Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking

Grants paid · 10 grants · $548K · 2021–2024

Penn Newman CenterFY2024$58,081

Association for the Promotion of ApostolateCO · FY2024$19,904

Creatio INCCO · FY2024$12,000

Individual RecipientFY2023$228,540

Penn Newman CtrFY2023$75,410

Association for the Promotion of ApostolateCO · FY2023$10,522

Christ in the CityCO · FY2023$10,424

Association for the Promotion of ApostolateCO · FY2022$77,387

Penn Newman CenterFY2022$23,017

Association for the Promotion of ApostolateCO · FY2021$33,085

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$5.6M

Ln 12

Investment incomeLn 3$5.6M

Money outPt IX

$2.7M

Ln 25

Programscol B$2.3M

Managementcol C$417K

Owns and owesPt X

$39.1M

net assets · Ln 32

Cash and savingsLn 1–2$1.2M

Total assetsLn 16$46.0M

LiabilitiesLn 26$6.9M

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$5.6M

Gains on assetsLn 7−$43K

Total revenueLn 12$5.6M

Assets in detailPt X, end of year

CashLn 1$1.2M

Cash and savings togetherLn 1–2$1.2M

InvestmentsLn 11–13$16.9M

Other assetsLn 15$8.2M

Total assetsLn 16$46.0M

LiabilitiesLn 26$6.9M

Net assetsLn 32$39.1M

OperationsPt I, VI

EmployeesI 50

VolunteersI 66

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$2.0M	$1.2M
InvestmentsLn 11–13	$15.4M	$16.9M
Total assetsLn 16	$36.9M	$46.0M
LiabilitiesLn 26	$1.6M	$6.9M
Net assetsLn 32	$35.3M	$39.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$92K	$92K
Grants and assistance to foreign recipientsLn 3	$2.2M	$2.2M
Legal feesLn 11b	$35K		$35K
Accounting feesLn 11c	$7K		$7K
Other fees for servicesLn 11g	$202K		$202K
Office expensesLn 13	$3K		$3K
InterestLn 20	$169K		$169K
Total functional expensesLn 25	$2.7M	$2.3M	$417K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$5.6M	$2.7M	$2.9M	$39.1M	990 PDF
FY2023	$5.0M	$4.0M	$977K	$35.3M	990 PDF
FY2022	$15.2M	$2.7M	$12.5M	$30.4M	990 PDF
FY2021	$3.0M	$2.1M	$900K	$19.4M	990 PDF
FY2020	$7.9M	$1.6M	$6.2M	$17.9M	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 FY2024 990 (6 parts)

Part I · Summary $5,582,732 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $4,993,650$5,582,732

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $4,993,650$5,582,732

I-13 Grants and similar amounts paidPrior year $3,694,416$2,274,324

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $321,788$417,307

I-18 Total expensesPrior year $4,016,204$2,691,631

I-19 Revenue less expensesPrior year $977,446$2,891,101

Part VI · Governance 6 of 6 board members independent, 3 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $5,582,732 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $5,625,840$5,625,840

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$43,108−$43,108

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $5,582,732$5,582,732

Part IX · Statement of functional expenses $2,691,631 across 7 lines filed

IX-1 Grants to domestic organizationsPrograms $92,247$92,247

IX-3 Grants and assistance to foreign recipientsPrograms $2,182,077$2,182,077

IX-11b Legal feesManagement $34,792$34,792

IX-11c Accounting feesManagement $7,365$7,365

IX-11g Other fees for servicesManagement $202,463$202,463

IX-13 Office expensesManagement $3,416$3,416

IX-20 InterestManagement $169,271$169,271

IX-25 Total functional expensesPrograms $2,274,324 · Management $417,307 · Fundraising $0$2,691,631

Part X · Balance sheet $46,032,094 assets, 8 lines filed

Asset lines not itemized here account for $19,764,832; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $1,978,033$1,233,379

X-11 Publicly traded securitiesStart of year $15,424,341$16,876,067

X-15 Other assetsStart of year $8,559,049$8,157,816

X-16 Total assetsStart of year $36,884,964$46,032,094

X-26 Total liabilitiesStart of year $1,566,546$6,945,356

X-27 Net assets without donor restrictionsStart of year $35,318,418$39,086,738

X-32 Total net assets or fund balancesStart of year $35,318,418$39,086,738

X-33 Total liabilities and net assetsStart of year $36,884,964$46,032,094

Part XI · Reconciliation of net assets $39,086,738 net assets at year end

XI-1 Total revenue$5,582,732

XI-2 Total expenses$2,691,631

XI-3 Revenue less expenses$2,891,101

XI-4 Net assets at start of year$35,318,418

XI-5 Net unrealized gains (losses) on investments$1,444,246

XI-9 Other changes in net assets−$567,027

XI-10 Net assets at end of year$39,086,738

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Foundation Santa Rosa

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Foundation Santa Rosa

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV