SAN ANTONIO AREA FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SAN ANTONIO AREA FOUNDATION (EIN 38-3892964)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201803189349307635
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T14:32:12-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line119026 RIDGEWOOD PARKWAY SUITE 400AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78259ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383892964EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHOOSE TO SUCCEED INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHOOBusinessNameControlTxt
Phone2102252243PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 PEARL PARKWAY NO 114AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNDA CABELLPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2102252243PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSIE BEHRENDPreparerPersonNm
PTINP00715390PTIN
Phone2108286281PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.171IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm10:28:08IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7C02740FCB01C082D5726D059D3E5A906657F3D7AtSubmissionCreationDeviceId
At Submission Filing Device Id7C02740FCB01C082D5726D059D3E5A906657F3D7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLYNDA CABELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 PEARL PARKWAY NO 114AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,820,646GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption3910GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CHOOSETOSUCCEED.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,900PYContributionsGrantsAmt
CY Contributions Grants$1,820,574CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,280PYInvestmentIncomeAmt
CY Investment Income$72CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,180PYTotalRevenueAmt
CY Total Revenue$1,820,646CYTotalRevenueAmt
PY Grants And Similar Paid$40,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$215,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$232,953PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$91,797CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,811CYTotalFundraisingExpenseAmt
PY Other Expenses$230,530PYOtherExpensesAmt
CY Other Expenses$27,225CYOtherExpensesAmt
PY Total Expenses$503,483PYTotalExpensesAmt
CY Total Expenses$334,022CYTotalExpensesAmt
PY Revenues Less Expenses-$496,303PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,486,624CYRevenuesLessExpensesAmt
Total Assets BOY$172,554TotalAssetsBOYAmt
Total Assets EOY$1,850,948TotalAssetsEOYAmt
Total Liabilities BOY$66,373TotalLiabilitiesBOYAmt
Total Liabilities EOY$258,143TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$106,181NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,592,805NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$276,456ExpenseAmt
Grant$215,000GrantAmt
DescONGOING 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 16,600 STUDENTS TO ENROLL IN HIGH QUALITY SCHOOLS FOR THE 2017-2018 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.Desc
Total Program Service Expenses$276,456TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LYNDA CABELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2102283764PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 PEARL PARKWAY SUITE 114AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78215ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
STEVE LEWIS
CHAIR1.00Yes (X)Yes (X)$0$0$0
MATTHEW RANDAZZO
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
HENRY GONZALES III
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
WILLIAM S HARTE
DIRECTOR1.00Yes (X)$0$0$0
GEORGE PEDRAZA
DIRECTOR1.00Yes (X)$0$0$0
CHIP HAAS
CEO (BEGINNING 09/01/2017)40.00Yes (X)$36,638$0$140.00
REBECCA BRUNE - SAAFND
PRESIDENT & COO1.00Yes (X)$0$201,879$15,39645.00
DENNIS NOLL - SAAFND
CEO (UNTIL 12/31/2017)1.00Yes (X)$0$296,752$22,78545.00
LISA BRUNSVOLD - SAAFND
VP DEVELOPMENT AND DONOR SERVICES1.00Yes (X)$0$120,811$13,58445.00
ARENDA BURNS - SAAFND
VP HR AND ORGANIZATIONAL DEVELOPMENT1.00Yes (X)$0$93,276$3,60145.00
SUSAN THOMPSON - SAAFND
VP GPS (UNTIL 11/03/2017)1.00Yes (X)$0$118,544$16,23345.00
KELLY SIMMONS - SAAFND
CFO (UNTIL 04/03/2017)1.00Yes (X)$0$54,100$3,25445.00
LYNDA CABELL - SAAFND
CFO1.00Yes (X)$0$77,280$3,10845.00
APRIL HANSARD - SAAFND
CONTROLLER1.00$0$121,411$13,64645.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$36,638TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,084,053TotReportableCompRltdOrgAmt
Total Other Compensation$91,621TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,820,574AllOtherContributionsAmt
Total Contributions$1,820,574TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$72TotalRevenueColumnAmt
Exclusion$72ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,820,646TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$72ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$215,000TotalAmt
Program Services$215,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$36,652TotalAmt
Program Services$29,322ProgramServicesAmt
Management And General$5,498ManagementAndGeneralAmt
Fundraising$1,832FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$45,173TotalAmt
Program Services$36,138ProgramServicesAmt
Management And General$6,776ManagementAndGeneralAmt
Fundraising$2,259FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,604TotalAmt
Program Services$1,283ProgramServicesAmt
Management And General$241ManagementAndGeneralAmt
Fundraising$80FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,306TotalAmt
Program Services$1,045ProgramServicesAmt
Management And General$196ManagementAndGeneralAmt
Fundraising$65FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,062TotalAmt
Program Services$5,650ProgramServicesAmt
Management And General$1,059ManagementAndGeneralAmt
Fundraising$353FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$14,400TotalAmt
Management And General$14,400ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,144TotalAmt
Program Services$40ProgramServicesAmt
Management And General$10,104ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$55TotalAmt
Management And General$55ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,065TotalAmt
Management And General$1,065ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$629TotalAmt
Management And General$629ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,826TotalAmt
Program Services$3,440ProgramServicesAmt
Management And General$3,171ManagementAndGeneralAmt
Fundraising$215FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,998TotalAmt
Management And General$2,998ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,165TotalAmt
Program Services$3,268ProgramServicesAmt
Management And General$3,897ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$873TotalAmt
Management And General$873ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$144TotalAmt
Program Services$115ProgramServicesAmt
Management And General$22ManagementAndGeneralAmt
Fundraising$7FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EVENT EXPENSES$1,155$1,155
DUES & MEMBERSHIPS$590$590
STAFF EXPENSES$466$466
SMALL EQUIPMENT$431$431

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$19,716TotalAmt
Program Services-$20,000ProgramServicesAmt
Management And General$284ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$334,022TotalAmt
Program Services$276,456ProgramServicesAmt
Management And General$52,755ManagementAndGeneralAmt
Fundraising$4,811FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$62,043BOYAmt
EOY$522,853EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$106,144BOYAmt
EOY$16,216EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,310,534EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,825BOYAmt
EOY$1,174EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$617LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$446LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,542BOYAmt
EOY$171EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$172,554BOYAmt
EOY$1,850,948EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$46,373BOYAmt
EOY$58,143EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$20,000BOYAmt
EOY$200,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$66,373BOYAmt
EOY$258,143EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$106,181BOYAmt
EOY$232,271EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$1,360,534EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$106,181BOYAmt
EOY$1,592,805EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$172,554BOYAmt
EOY$1,850,948EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,486,624ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SAN ANTONIO AREA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN746065414EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$14,400SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$14,400SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$617OtherCostOrOtherBasisAmt
Depreciation$446DepreciationAmt
Book Value$171BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$171TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ASC 740 PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENT. 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
RIVERWALK EDUCATION FOUNDATION INC
4241 WOODCOCK DRIVE SUITE B-206SAN ANTONIOTX78228010758906501(C)(3)$100,000$0N/AN/AFOR THE SCHOOL OF SCIENCE AND TECHNOLOGY
COMPASS ROSE ACADEMY
8005 OUTER CIRCLE BLDG 704SAN ANTONIOTX78234475328736501(C)(3)$50,000$0N/AN/AFOR THE COMPASS ROSE ACADEMY INCUBATION GRANT
LATINO EDUCATION EQUITY PARTNERSHIPS
517 SOLEDAD STREETSAN ANTONIOTX78205812743076501(C)(3)$25,000$0N/AN/AFOR THE LEEP DUAL LANGUAGE ACADEMY INCUBATION GRANT
QUARRY KINGDOM DEVELOPMENT
PO BOX 6595SAN ANTONIOTX78209465047758501(C)(3)$25,000$0N/AN/AFOR THE SAN ANTONIO CHARTER MOMS INCUBATION GRANT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCHOOSE 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
REBECCA BRUNE - SAAFND
PRESIDENT & COO$0$199,692$0$0$0$2,187$0$7,988$0$7,408$0$217,275$0$0
DENNIS NOLL - SAAFND
CEO (UNTIL 12/31/2017)$0$238,703$0$43,797$0$14,252$0$9,548$0$13,237$0$319,537$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 7ASAN ANTONIO AREA FOUNDATION, ACTING THROUGH ITS BOARD OF DIRECTORS, APPOINTS A THE MAJORITY OF THE ORGANIZATION'S DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BCHOOSE 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 11BA 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 12CTHE 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 15ATHE 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 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SAN ANTONIO AREA FOUNDATION
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215746065414COMMUNITY FOUNDATIONTX501(C)(3)LINE 7N/A0
GUNN FAMILY FOUNDATION
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215742725791CHARITABLE GRANTSTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
RAPIER EDUCATIONAL FOUNDATION
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215273574052EDUCATIONAL SCHOLARSHIPSTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
K RAPIER KIDS DBA KYM'S KIDS
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215274677662EDUCATIONAL SCHOLARSHIPSTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #6
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215204954092REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #7
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261102511REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #8
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103030REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #9
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103564REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #10
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103106REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #11
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103393REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICES #12
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103518REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
RICHMOND FAMILY FOUNDATION
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215205560721CHARITABLE GRANTSTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
WARM SPRINGS FOUNDATION INC
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215741109731MEDICAL AND CHARITY CARETX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
CISNEROS CENTER FOR NEW AMERICANS
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215464346803ASSISTANCE FOR NEW IMMIGRANTSTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
THE FRIENDS OF THE CARVER ACADEMYIDEA
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215465154387RAISE FUNDS FOR SCHOLARSHIPSTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
UNICITY
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215472618895TO SUPPORT THE SAN ANTONIO AREA FOUNDATIONTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
CITY EDUCATION PARTNERS
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215474539590TO SUPPORT THE SAN ANTONIO AREA FOUNDATIONTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
JOHN L SANTIKOS CHARITABLE FOUNDATION
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215477326497TO SUPPORT THE SAN ANTONIO AREA FOUNDATIONTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
CULINARY HEALTH EDUCATION FOR FAMILIES
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215820660176TO SUPPORT THE SAN ANTONIO AREA FOUNDATIONTX501(C)(3)LINE 12A, I0SAN ANTONIO AREA FOUNDATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.