Friends Of Santa Rosa Foundation
- Assets
- $13.1m
- Revenue
- $2.1m
- Investments
- $2.3m
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- 03/1996
- Data as of
- 06/2021
- EIN
- 74-2723391
Organization Overview
Friends Of Santa Rosa Foundation, operating under the name See Schedule O, is located in San Antonio, TX. The organization was established in 1996. According to its NTEE Classification (E12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. See Schedule O 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 06/2021, See Schedule O generated $2.1m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.7% each year. All expenses for the organization totaled $5.1m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO SERVE THE PHILANTHROPIC NEEDS OF SANTA ROSA HEALTH CARE CORP (SRHCC) BY SOLICITING & DISTRIBUTING CONTRIBUTIONS IN SUPPORT OF ADULT HEALTHCARE SERVICES AT SRHCC.
Describe the Organization's Program Activity:
Part 3 - Line 4a
FRIENDS OF SANTA ROSA FOUNDATION (THE "FOUNDATION") IS A TEXAS NON-PROFIT ORGANIZATION SERVING THE PHILANTHROPIC NEEDS OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION (THE "HEALTH SYSTEM"). IT IS THE FOUNDATION'S RESPONSIBILITY TO ENCOURAGE AND RECEIVE CONTRIBUTIONS FROM INDIVIDUALS, CORPORATIONS, ASSOCIATIONS, AND FOUNDATIONS. THESE CONTRIBUTIONS ARE DISTRIBUTED TO THE HEALTH SYSTEM AND ITS NON-PROFIT HOSPITALS, IN ACCORDANCE WITH THE INTENTIONS OF THE DONORS AND WITHIN THE CONFINES OF THE FOUNDATION'S GOALS AND OBJECTIVES. ALL CONTRIBUTIONS ASSIST THE HEALTH SYSTEM IN PROVIDING CONTINUING HIGH QUALITY HEALTH CARE IN AREAS SUCH AS MODERNIZATION AND CONSTRUCTION OF HOSPITAL FACILITIES, ACQUISITION OF HOSPITAL EQUIPMENT, AND OTHER SPECIAL HEALTH CARE NEEDS OF THE HEALTH SYSTEM. THE FOUNDATION'S SOLE CORPORATE MEMBER IS CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION'S SOLE CORPORATE MEMBER IS CHRISTUS HEALTH. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION RESPONDS TO HEALTH CARE NEEDS THROUGH SERVICES PROVIDED AT CHRISTUS SANTA ROSA HOSPITAL, A 601-BED INTEGRATED HEALTH SYSTEM, CHRISTUS SANTA ROSA CHILDREN'S HOSPITAL, A 276-BED SPECIALIZED PEDIATRIC FACILITY SERVING CHILDREN FROM A 90-COUNTY AREA, AND CHRISTUS SANTA ROSA HOSPITAL-NEW BRAUNFELS, A 112-BED HOSPITAL FACILITY. EACH OF THE FACILITIES OF CHRISTUS SANTA ROSA SHARES ONE OBJECTIVE - WHICH IS TO LEAD THE WAY TO A HEALTHIER COMMUNITY. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS PART OF CHRISTUS HEALTH, WHICH WAS FORMED IN 1999 TO STRENGTHEN THE 153-YEAR-OLD, FAITH-BASED HEALTH CARE MINISTRIES OF THE CONGREGATIONS OF THE SISTERS OF CHARITY OF THE INCARNATE WORD OF HOUSTON AND SAN ANTONIO. FOUNDED ON THE MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST," CHRISTUS IS CHALLENGED TO REACH OUT TO, AND BEYOND, MORE THAN 60 COMMUNITIES WE SERVE TO HELP THOSE IN NEED. CHRISTUS HEALTH RESPONDS TO HEALTH CARE NEEDS THROUGH SERVICES PROVIDED AT MORE THAN 60 HOSPITALS AND LONG-TERM CARE FACILITIES, AS WELL AS DOZENS OF HEALTH CARE CLINICS, PHYSICIANS' OFFICES, OUTPATIENT SERVICES, AND COMMUNITY-BASED PROGRAMS IN TEXAS, LOUISIANA, ARKANSAS, NEW MEXICO, MEXICO, CHILE, AND COLOMBIA. ALTHOUGH PROGRAMS MAY DIFFER FROM FACILITY TO FACILITY, EACH OF OUR HEALTH CARE ENTITIES HAS THE SAME OBJECTIVE - WHICH IS TO LEAD THE WAY TO A HEALTHIER COMMUNITY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dean Alexander Director/ceo Srhcc | OfficerTrustee | 2 | $0 |
Ian Thompson Jr MD Ex-Officio (as Of 11/2020) | OfficerTrustee | 12 | $0 |
John Bel Thru 112020 Executive Director | OfficerTrustee | 12 | $0 |
Terry Kyle Ex-Officio (as Of 11/2020) | OfficerTrustee | 12 | $0 |
Madelon Yanta Leone Chair | OfficerTrustee | 12 | $0 |
James K Lowry MD Director Emeritus(thru 4/2020) | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $10,000 |
| Membership dues | $0 |
| Fundraising events | $220,894 |
| Related organizations | $18,000 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $854,562 |
| Noncash contributions included in lines 1a–1f | $46,500 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,103,456 |
| Total Program Service Revenue | $0 |
| Investment income | $179,346 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $621,824 |
| Net Income from Fundraising Events | -$18,791 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,118,333 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $4,342,472 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $590,982 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $12,320 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $59,169 |
| Fees for services: Other | $17,978 |
| Advertising and promotion | $5,872 |
| Office expenses | $22,878 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $31,008 |
| Travel | $1,996 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $542 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,586 |
| All other expenses | $0 |
| Total functional expenses | $5,142,048 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,661,291 |
| Savings and temporary cash investments | $819,069 |
| Pledges and grants receivable | $554,556 |
| Accounts receivable, net | $0 |
| 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 | $4,416 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $7,661,646 |
| Investments—other securities | $2,336,762 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $50,661 |
| Total assets | $13,088,401 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| 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 | $50,459 |
| Total liabilities | $50,459 |
| Net assets without donor restrictions | $9,161,451 |
| Net assets with donor restrictions | $3,876,491 |
| 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 | $13,088,401 |
Grants Awarded
Over the last fiscal year, Friends Of Santa Rosa Foundation has awarded $147,817 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Irving, TX | | $95,921 |
San Antonio, TX PURPOSE: SUPPORT | $51,896 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Friends Of Santa Rosa Foundation has recieved totaling $58,000.
| Awarding Organization | Amount |
|---|---|
Michael M Peacock Foundation El Paso, TX PURPOSE: GENERAL OPERATIONS | $20,000 |
John G & Marie Stella Kenedy Memorial Foundation Corpus Christi, TX PURPOSE: Advanced Care Planning Program | $15,000 |
San Antonio Area Foundation San Antonio, TX PURPOSE: GENERAL SUPPORT | $10,500 |
Saint Suzie Charitable Foundation San Antonio, TX PURPOSE: MEDICAL PROGRAM SUPPORT | $10,000 |
John A And Mary Pollok Yanta Memorial Tr San Antonio, TX PURPOSE: MEDICAL SVCS | $2,500 |
Endowment Analysis
| Beg. Balance | $4,844,255 |
| Net Contributions | $51,000 |
| Ending Balance | $4,895,255 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Service Organization Of The Piney Woods Lubbock, TX | $125,455 | $15,876,016 |
Cyberspace Innovation Center Incoporated Bossier City, LA | $14,331,496 | $17,560,867 |
Christus Spohn Health System Development Foundation Corpus Christi, TX | $25,881,076 | $6,931,905 |
Our Lady Of The Lake Foundation Baton Rouge, LA | $22,619,327 | $9,390,002 |
The Cullen Trust For Health Care Houston, TX | $131,381,553 | $3,442,546 |
Friends Of Santa Rosa Foundation San Antonio, TX | $13,088,401 | $2,118,333 |
Sky High For St Judes Inc Houston, TX | $1,119,864 | $4,279,523 |
All Saints Health Foundation Dallas, TX | $79,123,014 | $9,942,046 |
Baylor Oral Health Foundation Dallas, TX | $75,747,917 | $4,071,225 |
Service Organizations Of Southeast Texas Lubbock, TX | $594,479 | $3,447,563 |
Legacy Community Health Endowment Inc Houston, TX | $31,762,951 | $2,359,122 |
New Mexico Hospital Association Albuquerque, NM | $20,342,182 | $3,002,347 |