San Antonio Area Foundation Group Return
- Assets
- $40.6m
- Revenue
- $5.5m
- Investments
- $2.2m
- Employees
- 15
- Location
- San Antonio, TX
- Founding
- 11/2002
- Data as of
- 12/2021
- EIN
- 20-1110274
Organization Overview
San Antonio Area Foundation Group Return is located in San Antonio, TX. The organization was established in 2002. According to its NTEE Classification (S20) the organization is classified as: Community & Neighborhood Development, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 12/2021, San Antonio Area Foundation Group Return employed 15 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. San Antonio Area Foundation Group Return is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, San Antonio Area Foundation Group Return generated $5.5m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (21.5%) each year. All expenses for the organization totaled $8.1m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (14.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, San Antonio Area Foundation Group Return has awarded 761 individual grants totaling $46,710,150. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS, SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR TEACHER STIPENDS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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. CULINARY HEALTH EDUCATION FOR FAMILIES IS A CULINARY HEALTH EDUCATION PROGRAM THAT TEACHES CHILDREN AND FAMILIES BASIC NUTRITION AND PRACTICAL COOKING SKILLS, WITH THE LONG-TERM GOAL OF MOTIVATING INDIVIDUALS AND COMMUNITIES TO ADOPT AND SUSTAIN HEALTHIER EATING HABITS.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: CITY EDUCATION PARTNERS - $264,500 CULINARY HEALTH EDUCATION FOR FAMILIES - $200,000CHOOSE TO SUCCEED - $28,956STUDENTS + STARTUPS - $101,167
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tom Torkelson - Cts CEO | Officer | 40 | $301,393 |
Dalia Contreras - Cep CEO | Officer | 40 | $211,253 |
Ken Halliday - Cep President | OfficerTrustee | 1 | $0 |
Jordanna Markman-Epstein - Cep Asst Treasurer | OfficerTrustee | 1 | $0 |
Suzie Mead Feldman - Chef President | OfficerTrustee | 1 | $0 |
Carolina Blanco - Chef Director | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Edreimagined Llc Program Support | 12/30/21 | $195,317 |
Anne Messbarger-eguia Management Services | 12/30/21 | $192,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $1,734,398 |
| Government grants | $204,869 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,975,087 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,914,354 |
| Total Program Service Revenue | $67,633 |
| Investment income | $1,017,895 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $113,775 |
| Net Gain/Loss on Asset Sales | $362,624 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,477,004 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,814,457 |
| Grants and other assistance to domestic individuals. | $780,972 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $542,722 |
| Compensation of current officers, directors, key employees. | $182,176 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $567,776 |
| Pension plan accruals and contributions | $31,527 |
| Other employee benefits | $14,625 |
| Payroll taxes | $68,448 |
| Fees for services: Management | $336,450 |
| Fees for services: Legal | $13,415 |
| Fees for services: Accounting | $1,224 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $171,063 |
| Fees for services: Other | $972,210 |
| Advertising and promotion | $22,816 |
| Office expenses | $17,009 |
| Information technology | $75,904 |
| Royalties | $0 |
| Occupancy | $198,170 |
| Travel | $7,992 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $52,243 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $151,249 |
| Insurance | $19,885 |
| All other expenses | -$11,598 |
| Total functional expenses | $8,123,178 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,584,274 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $1,080,184 |
| Accounts receivable, net | $6,881 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $12,947 |
| Net Land, buildings, and equipment | $351,696 |
| Investments—publicly traded securities | $32,332,477 |
| Investments—other securities | $2,211,446 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $40,579,905 |
| Accounts payable and accrued expenses | $370,305 |
| Grants payable | $365,000 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $735,305 |
| Net assets without donor restrictions | $24,495,214 |
| Net assets with donor restrictions | $15,349,386 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $40,579,905 |
Grants Awarded
Over the last fiscal year, San Antonio Area Foundation Group Return has awarded $3,225,457 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
Washington, DC PURPOSE: GENERAL SUPPORT | $998,499 |
New York, NY PURPOSE: GENERAL SUPPORT | $300,000 |
Weslaco, TX PURPOSE: GENERAL SUPPORT | $240,000 |
San Antonio, TX PURPOSE: GENERAL SUPPORT | $200,000 |
San Antonio, TX PURPOSE: GENERAL SUPPORT | $200,000 |
San Antonio, TX PURPOSE: GENERAL SUPPORT | $180,500 |
Endowment Analysis
| Beg. Balance | $12,103,546 |
| Earnings | $1,530,756 |
| Admin Expense | $164,181 |
| Net Contributions | $75,500 |
| Grants | $526,000 |
| Ending Balance | $13,019,621 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
St Martin Iberia Lafayette Parishes Community Action Agency Lafayette, LA | $1,628,921 | $19,226,376 |
El Paso Community Action Program Project Bravo Inc El Paso, TX | $2,433,349 | $16,653,742 |
Abilene Improvement Corporation Abilene, TX | $4,300,132 | $16,087,347 |
Waterloo Greenway Conservancy Austin, TX | $14,294,713 | $19,654,960 |
Avance Inc San Antonio, TX | $3,341,095 | $14,922,059 |
Northwest Arkansas Council Foundation Springdale, AR | $9,473,428 | $13,530,717 |
First Colony Community Services Association Inc Sugar Land, TX | $19,403,817 | $10,458,068 |
Community Council Of South Central Seguin, TX | $2,045,180 | $10,473,350 |
Downtown Dallas Inc Dallas, TX | $7,773,347 | $10,211,090 |
Lakewest Revitalization Foundation Inc Dallas, TX | $0 | $14,279 |
Mid-Delta Community Services Inc Helena, AR | $2,889,498 | $10,056,138 |
Communities Unlimited Inc Fayetteville, AR | $26,843,803 | $9,936,122 |