John L Santikos Charitable Foundation
Nonprofit profile at a glance
- EIN
- 477326497
- IRS 990 coverage
- 2017–2024
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- San Antonio, TX, USA
- Phone
- 2102252243
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Single Organization Support
Reported finances
- Revenue
- $7,681,977
- Expenses
- $12,884,237
- Assets
- $487,689,694
- Liabilities
- $73,179,782
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
32 people listed
Executive titles in this filing
- BLAKE HASTINGS - JLSENTERPRISES (TRUSTEE (UNTIL 5/24/24)/CEO)
- NADEGE SOUVENIR - SAAFDN (CHIEF EXECUTIVE OFFICER)
- TIM HANDREN (CHIEF EXECUTIVE OFFICER)
- JENNIFER FERRILL (VICE PRESIDENT, RESOURCE MANAGEMENT)
- MICHAEL MCCHESNEY (VICE PRESIDENT, REAL ESTATE)
- TARA TEMBE (VICE PRESIDENT, OPERATIONAL EXCELLENCE)
Highest reported compensation
- TIM HANDREN (CHIEF EXECUTIVE OFFICER): $1,165,319 total reported compensation
- ROBERT LEHMAN (CHIEF OPERATIONS OFFICER): $441,958 total reported compensation
- MICHAEL SCHAUB (CHIEF FINANCIAL OFFICER): $376,620 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The principle purposes of the john l. Santikos charitable foundation are to provide support for the san antonio area foundation and to provide support for other charities which the san antonio area foundation would otherwise support.
What it reported doing in 2024
The john l. Santikos charitable foundation (jls charitable trust). A supporting organization of the san antonio area foundation (area foundation), has been established by the area foundation to hold the santikos legacy and manage the charitable purposes and grant making activities dictated by the santikos living trust agreement. The jls charitable trust conducts charitable activities that would otherwise be conducted by the area foundation.
Operating model
- Revenue model
- Investment-supported. 100% of the money available for current operations came from recurring investment income.
- Distribution model
- Grant intermediary. The nonprofit sent 99% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 87
- Accountability: 100
- Sustainability: 38
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 84.8%; rating input score 85
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Pass
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -67.7%; rating input score 1; 1st percentile among comparable filings
- Total-asset coverage ratio: 37.85; rating input score 98; 98th percentile among comparable filings
- Liabilities to assets ratio: 0.15; rating input score 50; 50th percentile among comparable filings
- Officer compensation ratio: 14%; rating input score 20; 20th percentile among comparable filings
Growth
- Program expense growth: -12.9% per year; rating input score 0; 2nd percentile among comparable filings
- Revenue growth: -14.7% per year; rating input score 0; 1st percentile among comparable filings
- Asset growth: -3.1% per year; rating input score 0; 6th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 84.8% of spending went to programs
- Governance: 14 of 14 board members independent · 9 of 9 filing controls reported
- Programs: 2 filed program accomplishments · $10.9M in reported program spending
- Leadership: top reported pay $1.2M · 32 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $3.5M reported
- Consistency: 25 of 25 current checks pass
- Schedules: 6 filed schedules · includes grants, executive pay, and related organizations
- Filing history: 7 filing years from 2017 to 2024
- Contacts: How to reach this organization
- Money network: 25 filed money-flow records
- Related organizations: 44 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 1/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 20/100.
- Review — Sustainability: Liabilities to assets ratio scored 50/100.