2019-11-15T12:33:03-06:00 2018-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PARKWAY SUITE 400 SAN ANTONIO TX 78259 990 2018-01-01 383892964 CHOOSE TO SUCCEED INC CHOO 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 LYNDA CABELL CFO 2102252243 2019-11-13 1 JOSEPHINE BEHREND P00715390 2108286281 70.123.210.99 2019-11-13 20:56:40 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 41CC6A04A0DE7FF40B155173CE262DCBE8CF21CD 2018 2020-03-31 21:24:44Z LYNDA CABELL 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 328976 0 3910 X WWW.CHOOSETOSUCCEED.ORG X 2012 TX TO ENSURE THAT EVERY FAMILY HAS ACCESS TO EXCEPTIONAL, TUITION-FREE PUBLIC EDUCATION OPTIONS BY ATTRACTING THE NATION'S BEST PUBLIC CHARTER SCHOOLS TO SAN ANTONIO, TX. 5 5 2 5 0 0 1820574 328434 0 0 72 -75 0 0 1820646 328359 215000 200000 0 0 91797 168304 0 0 4437 27225 35396 334022 403700 1486624 -75341 1850948 1701188 258143 183724 1592805 1517464 X TO ENSURE THAT EVERY FAMILY HAS ACCESS TO EXCEPTIONAL, TUITION-FREE PUBLIC EDUCATION OPTIONS BY ATTRACTING THE NATION'S BEST PUBLIC CHARTER SCHOOLS TO SAN ANTONIO, TX. 0 0 343732 200000 ONGOING HIGH-QUALITY SCHOOL SUPPORT - CHOOSE TO SUCCEED SUPPORTS THE GROWTH OF HIGH-QUALITY SCHOOLS IN SAN ANTONIO THROUGH STRATEGIC INVESTMENTS AND THOUGHT PARTNERSHIP. TO DATE, THE ORGANIZATION HAS ENABLED 22,510 STUDENTS TO ENROLL IN HIGH QUALITY SCHOOLS FOR THE 2018-2019 SCHOOL YEAR. THE GOAL IS TO SERVE 60,000 SAN ANTONIO PUBLIC SCHOOL STUDENTS BY 2026.BUILDING LOCAL AND NATIONAL AWARENESS - CHOOSE TO SUCCEED WORKS WITH LOCAL AND NATIONAL ORGANIZATIONS TO DRIVE THE AWARENESS OF AND BROAD PARTICIPATION IN THE HIGH-QUALITY SCHOOL GROWTH INITIATIVES IN SAN ANTONIO.IN-KIND REVENUE RECEIVED DURING THE YEAR IN THE AMOUNT OF $56,892. 343732 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X LYNDA CABELL 2102283764 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 STEVE LEWIS CHAIR 1.00 0.00 X X 0 0 0 WILLIAM S HARTE SECRETARY 1.00 0.00 X X 0 0 0 VICTORIA B RICO BOARD MEMBER 1.00 0.00 X 0 0 0 GEORGE PEDRAZA BOARD MEMBER 1.00 0.00 X 0 0 0 HENRY B GONZALEZ III TREASURER 1.00 0.00 X X 0 0 0 MATTHEW RANDAZZO UNTIL 0322 VICE CHAIR 1.00 0.00 X X 0 0 0 CHRISTOPHER HAASS PRESIDENT/CEO 40.00 0.00 X 131835 0 5427 REBECCA BRUNE - SAAFND PRESIDENT/COO 1.00 47.00 X 0 284884 18172 LYNDA CABELL - SAAFND CFO 1.00 47.00 X 0 212215 8502 ARENDA BURNS - SAAFND VP OF HR & ORGANIZATIONAL DEVELOPMENT 1.00 47.00 X 0 154775 16304 LISA BRUNSVOLD - SAAFND VP OF DEVELOPMENT & DONOR SERVICES 1.00 47.00 X 0 154919 15671 REBECCA HELTERBRAND - SAAFND VP OF STRATEGY & INNOVATION 1.00 47.00 X 0 152590 9350 PATRICIA MEJIA - SAAFND VP OF COMMUNITY ENGAGEMENT & IMPACT 1.00 47.00 X 0 36002 35 APRIL HANSARD - SAAFND CONTROLLER 1.00 47.00 X 0 125084 11839 131835 1120469 85300 1 0 1 0 0 328434 328434 45 45 497 617 -120 -120 -120 328359 0 0 -75 200000 200000 137262 113241 20589 3432 17348 14312 2602 434 1874 1546 281 47 362 299 54 9 11458 9453 1719 286 14400 14400 407 407 677 677 653 653 751 619 113 19 475 475 1138 1138 451 451 EVENT EXPENSES 12966 4262 8704 MEALS & ENTERTAINMENT 3384 3174 210 DUES & MEMBERSHIPS 130 130 STAFF EXPENSES -36 -36 403700 343732 55531 4437 522853 592359 16216 16260 1310534 1088969 1174 0 4000 400 171 3600 1850948 1701188 58143 33724 200000 150000 258143 183724 X 232271 278495 1360534 1238969 1592805 1517464 1850948 1701188 -75341 0 X X 0 1 X 1 0 X X 1 SAN ANTONIO AREA FOUNDATION 746065414 7 1 14400 0 1 14400 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4000 400 3600 3600 X PART X, LINE 2: THE ASC 740 PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX ASSET OR LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. 1 COMPASS ROSE ACADEMY 8005 OUTER CIRCLE BLDG 704 SAN ANTONIO TX 78234 475328736 501(C)(3) 25000 N/A N/A FOR EXPENSES IN CONNECTION WITH THEIR PHASE 2 EXPANSION PROMESA ACADEMY CHARTER SCHOOL 6715 HOPE FARM SAN ANTONIO TX 78207 822921031 501(C)(3) 155000 N/A N/A FOR THE 2018 INCUBATION GRANT & SUPPORTING YEAR 1 LAUNCH SAN ANTONIO CHARTER MOMS 708 WEST SUMMIT AVENUE SAN ANTONIO TX 78212 825184944 501(C)(3) 20000 N/A N/A FOR CONTINUED SUPPORT FOR COMMUNITY ENGAGEMENT AND PARENT ADVOCACY 3 0 PART I, LINE 2: CHOOSE TO SUCCEED, INC. MAKES GRANTS TO CHARTER SCHOOLS IN SAN ANTONIO. THE STAFF AND BOARD ARE ENGAGED WITH THE CHARTER SCHOOLS TO WHICH THEY HAVE GRANTED FUNDS. X X X 0 0 0 0 0 0 0 0 0 REBECCA BRUNE - SAAFND PRESIDENT/COO 0 226600 0 58284 0 0 0 11301 0 6871 0 303056 0 0 LYNDA CABELL - SAAFND CFO 0 193862 0 18353 0 0 0 8368 0 134 0 220717 0 0 ARENDA BURNS - SAAFND VP OF HR & ORGANIZATIONAL DEVELOPMEN 0 137237 0 17538 0 0 0 6104 0 10200 0 171079 0 0 LISA BRUNSVOLD - SAAFND VP OF DEVELOPMENT & DONOR SERVICES 0 137212 0 17707 0 0 0 6103 0 9568 0 170590 0 0 REBECCA HELTERBRAND - SAAFND VP OF STRATEGY & INNOVATION 0 150923 0 1667 0 0 0 0 0 9350 0 161940 0 0 PART I, LINE 3 THE GROUP RELIED ON THE SAN ANTONIO AREA FOUNDATION TO DETERMINE COMPENSATION THROUGH THE APPROPRIATE PROCESS, WHICH INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION. THE SAN ANTONIO AREA FOUNDATION USED AN INDEPENDENT COMPENSATION CONSULTANT, AS WELL AS A COMPENSATION SURVEY AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART V, LINA 2A: CHOOSE TO SUCCEED, INC. IS A CO-EMPLOYER WITH SWBC AND DOES NOT FILE FORM W-3. SWBC FILES THIS FORM UNDER ITS OWN TAX IDENTIFICATION NUMBER. FORM 990, PART VI, SECTION A, LINE 7A SAN ANTONIO AREA FOUNDATION, ACTING THROUGH ITS BOARD OF DIRECTORS, APPOINTS THE MAJORITY OF THE ORGANIZATION'S DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHOOSE TO SUCCEED, INC. IS A SUPPORTING ORGANIZATION OF THE SAN ANTONIO AREA FOUNDATION WHO HAS APPROVAL POWER OF CERTAIN DECISIONS TAKEN BY THE SUPPORTING ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B A DETAILED REVIEW OF THE FORM 990 WAS PERFORMED BY THE SAN ANTONIO AREA FOUNDATION'S AUDIT COMMITTEE. ALL COMMITTEE MEMBERS RECEIVED A COPY OF THE FORM 990. ONCE ACCEPTED BY THE AUDIT COMMITTEE, A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ALL MEMBERS OF THE BOARD OF DIRECTORS TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF THEMSELVES AND THEIR FAMILY MEMBERS ON A QUESTIONNAIRE. THE QUESTIONNAIRES ARE REVIEWED FOR CONFLICTS. ANY QUESTIONNAIRES THAT DISCLOSE POTENTIAL CONFLICTS ARE BROUGHT BEFORE THE BOARD OF DIRECTORS FOR REVIEW. NO MEMBER WITH A FINANCIAL CONFLICT SHALL EVALUATE OR VOTE ON ANY MATTER IN WHICH HE OR SHE HAS A FINANCIAL CONFLICT OF INTEREST AND SHALL NOT USE HIS OR HER PERSONAL INFLUENCE WITH OTHER RESPONSIBLE MEMBERS TO APPROVE OR DISAPPROVE ANY ACTION BY THE FOUNDATION RELATED TO THE MATTER. MEMBERS WHO HAVE AN EMOTIONAL CONFLICT OF INTEREST OR AN APPARENT CONFLICT OF INTEREST MAY CONTINUE TO PARTICIPATE IN THE DISCUSSION AND MAY VOTE ON THE MATTER IF NO FINANCIAL CONFLICT OF INTEREST EXISTS PROVIDED THAT THE MEMBER FIRST DISCLOSES HIS OR HER EMOTIONAL OR APPARENT CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15A THE SAN ANTONIO AREA FOUNDATION USES THE CEO EVALUATION FORM RECEIVED FROM THE COUNCIL ON FOUNDATIONS. THE FOUNDATION PROVIDES THE EVALUATION DOCUMENT ALONG WITH THE ACCOMPLISHMENT REPORT TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR COMPLETION. ALL REPLIES ARE SENT DIRECTLY TO A SINGLE MEMBER OF THE GOVERNANCE COMMITTEE TO COMPILE IN A REPORT FOR THE COMMITTEE CHAIR TO REVIEW. THE GOVERNANCE COMMITTEE CHAIR MEETS WITH THE BOARD CHAIR TO REVIEW THE COMPILATION. THE COMPILATION IS THEN PRESENTED TO THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS IN AN EXECUTIVE SESSION. THE BOARD CHAIR MEETS WITH THE CEO TO ADDRESS ANY ISSUES. IN REGARD TO OTHER OFFICERS AND KEY EMPLOYEES, THE CEO PREPARES A HUMAN RESOURCES ANALYSIS THAT INCLUDES A COUNCIL ON FOUNDATIONS COMPENSATION SUMMARY WITH THE MOST RECENTLY AVAILABLE BASE SALARIES. THE CEO USES THIS INFORMATION TO MAKE SALARY RECOMMENDATIONS FOR ALL STAFF, WHICH ARE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE SAN ANTONIO AREA FOUNDATION AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 746065414 COMMUNITY FOUNDATION TX 501(C)(3) LINE 7 N/A 0 GUNN FAMILY FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 742725791 CHARITABLE GRANTS TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 RAPIER EDUCATIONAL FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 273574052 EDUCATIONAL SCHOLARSHIPS TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 K RAPIER KIDS DBA KYM'S KIDS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 274677662 EDUCATIONAL SCHOLARSHIPS TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #6 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 204954092 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #7 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261102511 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #8 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103030 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #9 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103564 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #10 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103106 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #11 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103393 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #12 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103518 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 RICHMOND FAMILY FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 205560721 CHARITABLE GRANTS TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 WARM SPRINGS FOUNDATION INC 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 741109731 MEDICAL AND CHARITY CARE TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 THE FRIENDS OF THE CARVER ACADEMYIDEA 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 465154387 RAISE FUNDS FOR SCHOLARSHIPS TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 CITY EDUCATION PARTNERS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 474539590 CHARITABLE GRANTS TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 JOHN L SANTIKOS CHARITABLE FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 477326497 TO SUPPORT THE SAN ANTONIO AREA FOUNDATION TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 CULINARY HEALTH EDUCATION FOR FAMILIES 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 820660176 PROMOTE HEALTHY EATING TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0