San Antonio Area Foundation Group Return

Nonprofit profile at a glance

EIN
201110274
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
San Antonio, TX, USA
Phone
2102252243
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$16,971,398
Expenses
$11,663,570
Assets
$50,560,918
Liabilities
$1,834,092

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

64 people listed

Executive titles in this filing

  • KEN HALLIDAY - CEP (PRESIDENT (UNTIL 12/31/24))
  • DAVID ROBINSON - FOC (PRESIDENT)
  • MARY CATHERINE MOLLY WALDEN - GUNN (VICE PRESIDENT (UNTIL 8/31/2024))
  • KATHLEEN GUNN - GUNN FAMILY FDN (PRESIDENT (UNTIL 8/31/2024))
  • LISSA MARTINEZ - RAPIER ED FDN (VICE PRESIDENT (UNTIL 12/31/2024))
  • GEORGE M RAPIER - RAPIER ED FDN (PRESIDENT)

Highest reported compensation

  • NADEGE SOUVENIR - SAAFDN (CHIEF EXECUTIVE OFFICER): $364,895 total reported compensation
  • LISA BRUNSVOLD - SAAFDN (CHIEF DEVELOPMENT OFICER): $341,247 total reported compensation
  • DANIEL FISHMAN - CTS (CHIEF EXECUTIVE OFFICER): $340,664 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2024

The mission and accomplishments of the organizations in the group return are 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.rapier education foundation grants college scholarships to participants in bexar county.friends of carver/academy provides grants to other 501(c)(3) public charities for education purposes and provides scholarships to graduating high school students. City education partners will work with public, private, and charter school networks to provide high quality education in san antonio. Choose to succeed supports the growth of high-quality schools in san antonio through strategic investments and thought partnership, and works with local and national organizations to drive the awareness of and broad participation in the high-quality school growth initiatives in san antonio.students + startups connects undergraduate students with san antonio companies for internships.in-kind revenue received during the year: choose to succeed - $29,456students + startups - $160,800

Operating model

Revenue model
Donor-supported. 88% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 74% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 68
  • Accountability: 95
  • Sustainability: 80
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.2%; rating input score 69
  • Program expense ratio: 90.6%; rating input score 91
  • Fundraising efficiency: $102.04 raised per $1 spent on fundraising; rating input score 85; 85th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 4th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 31.3%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 4.33; rating input score 83; 83rd percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 86; 86th percentile among comparable filings
  • Officer compensation ratio: 8.3%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: -6.4% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: -2.9% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: 0.2% per year; rating input score 100; 11th percentile among comparable filings

Details

  • Where the money goes: 69.2% of revenue deployed · 90.6% of spending went to programs
  • Governance: 44 of 44 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $10.6M in reported program spending
  • Leadership: top reported pay $365K · 64 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.4M reported
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 10 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 27 filed money-flow records
  • Related organizations: 27 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 — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Officer compensation ratio scored 28/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.