GOLD2023

San Antonio Area Foundation Parent

San Antonio, TX   |  www.saafdn.org
GuideStar Charity Check

San Antonio Area Foundation

EIN: 74-6065414


Mission

To serve as your most trusted and impactful philanthropic partner. Our vision is to close opportunity gaps for those in San Antonio who need it most.

Ruling year info

2002

Chief Executive Officer

Mrs. Marjie French

Main address

303 Pearl Parkway Suite 114

San Antonio, TX 78215 USA

Show more contact info

EIN

74-6065414

Subject area info

Arts and culture

Visual arts

Performing arts

Dance

Theater

Show more subject areas

Population served info

Children and youth

Seniors

Women and girls

People of African descent

People of Latin American descent

Show more populations served

NTEE code info

Community Foundations (T31)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Affiliations

See related organizations info

What we aim to solve

SOURCE: Self-reported by organization

The seventh most populous metropolitan area in the U.S. and second most populous in Texas, San Antonio has remained one of America’s fastest growing large cities for the past ten years. Recent Census estimates put San Antonio’s overall population beyond 1.5 million residents for the first time. There has been an increase of almost 185,000 people within city limits since the 2010 census, with San Antonio’s latest population estimate at 1,511,946. Between 2016 and 2017 alone, the city gained 24,208 residents. Furthermore, an additional 1.1 million people are expected to move into Bexar County by 2040. This level of growth creates rising demands for San Antonio’s infrastructure, health care system, housing stock, educational institutions, social services, and environmental conditions. It impacts the city’s quality of life, particularly for its most vulnerable and under-served populations. The key question for the city’s philanthropic sector; are we prepared for our future?

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

High School Completion

Grants are awarded to out-of-school time programs that provide academic, recreational and cultural activities to keep youth in school.

Population(s) Served
Students

Annual responsive grants are awarded in two grant cycles on an annual basis in the areas of: animal services, arts and culture, children and youth, community-at-large, medicine and healthcare, and seniors. Funding available in Bexar County and the following surrounding counties: Frio, Atascosa, Karnes, Wilson, Guadalupe, Gonzales, Comal, Blanco, Kendall, Gillespie, Kerr, Bandera and Medina.

Population(s) Served
Adults

In an effort to strengthen and deepen the Strengthening Nonprofits (SNP) grant making process, the San Antonio Area Foundation will temporarily place on hold the current grant making process for Phase I and Phase II.

Population(s) Served
Adults

To create a stronger community where seniors thrive and are prized as vital citizens.

Population(s) Served
Seniors

San Antonio Area African American Community Fund, South Texas Hispanic Fund, and Women & Girls Development Fund.

Population(s) Served
Adults

Rooted in the belief that food is medicine, Culinary Health Education for Families (CHEF) is a simple, engaging, and proven program that teaches children and families basic nutrition and practical cooking skills, with the long-term goal of reducing the rates of obesity and diabetes in the communities we serve. To do this, CHEF partners with passionate nonprofit organizations, health care providers, and school districts to ensure the provision of a coordinated and complementary array of resources and programming including evidence-based curricula, food, and engaging activities that drive healthy eating and reduce food insecurity.

CHEF is committed to serving our community's most vulnerable and marginalized populations. We partner with the San Antonio Food Bank, School Districts, and other local partners to reach under-resourced communities and to ensure that our curricula, materials and implementation processes honor local culture and customs while achieving the greatest positive impact. We specifically target Title I school districts, prioritizing those with high rates of at-risk students.

For more information, visit: https://www.chefsa.org/

Population(s) Served
Economically disadvantaged people
At-risk youth
Families
People of Latin American descent
People of African descent

Where we work

Accreditations

Council on Foundations Accredited

Council on Foundations National Standards 2006

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The San Antonio Area Foundation is the region's community foundation dedicated to honoring donor's charitable wishes while improving community outcomes and preparing for the future. As a result, the Area Foundation is focused on the following objectives:

1. Alignment to community dashboards, metrics and outcomes to establish clear pathways to understanding whether funding is improving lives.

2. Coalescing with the philanthropic sector to influence and create intentional strategies to ensure effective funding.

3. Sharing our deep understanding of the nonprofit ecosystem with Area Foundation fund advisors to magnify and amplify funding strategies within aligned fields of interest.

4. Realign the Area Foundation's six primary fields of interest where funding is allocated into four areas of greater impact.

The Area Foundation's strategies for preparing for the needs of our community, include:

1. Partnering with community organizations to align to the city's dashboard of measures and population-level outcomes to create synergy and an understanding of collective funding impact.

2. Working with the top philanthropic entities in our community to create intentional approaches to aligning funding.

3. Analyze unmet needs within our community and working with fund advisors within the Area Foundation to create impactful, aligned grant-making opportunities. Share our knowledge of the nonprofit ecosystem (our core competency) with donors to ethically influence funding approaches.

4. Through a strategic planning process launched in 2017, the Area Foundation determined through a collaborative process within community that its current six fields of interest (where funding is aligned) should be realigned to four areas and made available to nonprofits in 2019.

The Area Foundation, with over half a century of service to our community has experienced unprecedented growth. From this growth, we have a unique opportunity to create a greater impact. Internal enhancements to meet this increased role in community are already in process, such as additional staff, improved technology, and the creation of a balanced scorecard performance management system. Further, we are investing in our staff through training programs focused on competencies aligned to a Leadership System, as well as race, and equity awareness to create a new lens of grant-making.

Our balanced scorecard will be in place by the end of 2018, and project prioritization and management was deployed throughout 2018. Alignment to the community dashboard will occur by the first quarter of 2019. A pilot of top funders in relation to aligned outcomes, race, and equity training is already in process and should be measurable in 2019. Our efforts to align to philanthropic entities to create intentional strategies to align funding are in a pilot stage, with results determining next steps in 2019.

Financials

San Antonio Area Foundation
Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2021 info

SOURCE: IRS Form 990

18.57

Average of 19.83 over 10 years

Months of cash in 2021 info

SOURCE: IRS Form 990

1.6

Average of 6.1 over 10 years

Fringe rate in 2021 info

SOURCE: IRS Form 990

16%

Average of 16% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

San Antonio Area Foundation

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

San Antonio Area Foundation

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

San Antonio Area Foundation

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of San Antonio Area Foundation’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2017 2018 2019 2020 2021
Unrestricted surplus (deficit) before depreciation $7,182,637 $4,127,332 $29,203,177 $20,989,646 $32,684,021
As % of expenses 13.0% 9.5% 75.3% 31.9% 66.8%
Unrestricted surplus (deficit) after depreciation $6,884,055 $3,879,661 $29,040,899 $20,809,001 $32,468,629
As % of expenses 12.4% 8.9% 74.6% 31.5% 66.1%
Revenue composition info
Total revenue (unrestricted & restricted) $54,022,364 $49,550,967 $131,999,201 $78,878,697 $192,937,536
Total revenue, % change over prior year 33.4% -8.3% 166.4% -40.2% 144.6%
Program services revenue 6.2% 6.6% 2.3% 3.6% 1.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 9.8% 8.0% 11.5% 11.8% 4.9%
Government grants 0.0% 0.0% 0.0% 0.0% 0.9%
All other grants and contributions 57.7% 73.4% 82.9% 76.0% 87.4%
Other revenue 26.3% 12.0% 3.2% 8.5% 5.8%
Expense composition info
Total expenses before depreciation $55,046,541 $43,560,590 $38,764,982 $65,846,390 $48,926,329
Total expenses, % change over prior year -11.7% -20.9% -11.0% 69.9% -25.7%
Personnel 20.8% 9.4% 11.8% 7.8% 10.0%
Professional fees 6.7% 5.2% 5.3% 3.0% 5.2%
Occupancy 1.3% 1.3% 1.5% 0.9% 1.2%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 79.5% 81.0% 77.3% 85.9% 79.9%
All other expenses -8.3% 3.1% 4.1% 2.4% 3.7%
Full cost components (estimated) info 2017 2018 2019 2020 2021
Total expenses (after depreciation) $55,345,123 $43,808,261 $38,927,260 $66,027,035 $49,141,721
One month of savings $4,587,212 $3,630,049 $3,230,415 $5,487,199 $4,077,194
Debt principal payment $41,157,627 $24,000 $0 $0 $761,774
Fixed asset additions $0 $0 $325,928 $0 $0
Total full costs (estimated) $101,089,962 $47,462,310 $42,483,603 $71,514,234 $53,980,689

Capital structure indicators

Liquidity info 2017 2018 2019 2020 2021
Months of cash 3.9 1.7 2.5 1.7 1.6
Months of cash and investments 56.8 64.6 109.0 72.6 138.7
Months of estimated liquid unrestricted net assets 27.2 35.5 48.8 32.5 51.8
Balance sheet composition info 2017 2018 2019 2020 2021
Cash $17,747,932 $6,137,004 $8,047,876 $9,340,131 $6,331,105
Investments $242,817,235 $228,219,942 $343,955,778 $388,793,877 $559,036,675
Receivables $4,283,048 $13,841,117 $10,786,025 $10,552,984 $20,898,300
Gross land, buildings, equipment (LBE) $2,765,960 $2,677,514 $3,003,441 $2,909,467 $1,917,350
Accumulated depreciation (as a % of LBE) 71.7% 78.3% 75.2% 74.5% 72.6%
Liabilities (as a % of assets) 8.2% 9.6% 4.2% 4.2% 3.2%
Unrestricted net assets $125,424,617 $129,304,278 $158,345,177 $179,154,178 $211,622,807
Temporarily restricted net assets $95,668,894 $69,376,997 N/A N/A N/A
Permanently restricted net assets $22,860,202 $26,484,676 N/A N/A N/A
Total restricted net assets $118,529,096 $95,861,673 $190,492,341 $213,473,505 $356,789,615
Total net assets $243,953,713 $225,165,951 $348,837,518 $392,627,683 $568,412,422

Key data checks

Key data checks info 2017 2018 2019 2020 2021
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Chief Executive Officer

Mrs. Marjie French

Number of employees

Source: IRS Form 990

San Antonio Area Foundation

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
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Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

San Antonio Area Foundation

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

San Antonio Area Foundation

Board of directors
as of 03/10/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board co-chair

Gen. James T. (Tom) Hill

The JT Hill Group, retired

Term: 2021 - 2022


Board co-chair

R. Bruce Tilley

Wells Fargo Advisors

Term: 2021 - 2022

Gen. James T. (Tom) Hill

The JT Hill Group

Michelle R. Scarver, CPA/PFS

Exencial Wealth Advisors

David Komet

Alternivest

Adena Williams Loston, Ph.D.

St. Philip's College

Alex Perez

Sanudo Perez PLLC

R. Bruce Tilley

Wells Fargo Advisors, LLC

Harry W. Wolff, Jr.

Dykema Cox Smith

John Hayes

Activa Resources

Lorenzo Gomez III

Geekdom Media

Sarah Harte

Civic Leader

Blake Hastings

Federal Reserve Bank of Dallas

Michael Bolner

Bolner's Fiesta Products

James Darryl Byrd

ULTRAte Strategies

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 5/27/2021

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

 

Sexual orientation

Disability

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.