2018-01-30T15:49:01-06:00 2016-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PARKWAY SUITE 400 SAN ANTONIO TX 78259 990 2016-01-01 383892964 CHOOSE TO SUCCEED INC CHOO 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 78215 LYNDA CABELL CHIEF FINANCIAL OFFICER 2102252243 2018-01-30 1 JOSIE BEHREND P00715390 2108286281 108.171.131.171 2018-01-30 15:19:38 CS P 034BC402E1F27256720F5E09A8CAAFADCE4B9EEA 426B4F63A1CAEC523DAC016837062A55262EE986 2016 2021-01-29 14:40:06Z LYNDA CABELL 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 78215 22763 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 1010260 5900 0 0 1680 1280 123 0 1012063 7180 2639017 40000 0 0 302453 232953 0 0 0 490834 230530 3432304 503483 -2420241 -496303 673871 172554 71387 66373 602484 106181 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 425246 40000 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 AN ADDITIONAL 9,000 STUDENTS TO ENROLL IN HIGH-QUALITY SCHOOLS. 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. 425246 1 0 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 5 0 2 1 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 TX X LYNDA CABELL 2102283764 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 WILLIAM S HARTE DIRECTOR 1.00 X 0 0 0 STEVE LEWIS CHAIR 1.00 X X 0 0 0 HENRY GONZALES III SECRETARY/TREASURER 1.00 X X 0 0 0 MATTHEW RANDAZZO VICE CHAIR 1.00 X X 0 0 0 GEORGE PEDRAZA DIRECTOR 1.00 X 0 0 0 SARAH HARTE DIRECTOR (UNTIL 02/15/16) 1.00 X 0 0 0 BUTCH TRUSTY DIRECTOR (UNTIL 02/15/16) 1.00 X 0 0 0 MICHAEL FISCHER DIRECTOR (UNTIL 02/15/16) 1.00 X 0 0 0 CARRI BAKER WELLS DIRECTOR (UNTIL 02/15/16) 1.00 X 0 0 0 DENNIS NOLL - SAAFND CEO 1.00 40.00 X 0 292243 35525 KELLY SIMMONS - SAAFND CFO 1.00 40.00 X 0 147117 4124 CHRISTI MARTIN CEO (UNTIL 10/2016) 40.00 X 131774 0 5271 DEE-ANN CALDERON - SAAFND CHIEF ACCOUNTING OFFICER (UNTIL 3RD QTR 2016) 1.00 40.00 X 0 95997 7524 SUSAN THOMPSON - SAAFND VP GRANTS PROGRAMS AND SERVICES 1.00 40.00 X 0 102497 15935 LISA BRUNSVOLD - SAAFND VP DEVELOPMENT AND DONOR SERVICES/COMMUNICATIONS 1.00 40.00 X 0 110590 9051 BOB DUGAS - SAAFND COO (UNTIL 4TH QTR 2016) 1.00 40.00 X 0 117585 9750 131774 866029 87180 1 0 1 0 0 5900 5900 499 499 16364 15583 781 781 781 7180 0 0 1280 X 40000 40000 137045 137045 72715 46042 26673 3208 2102 1106 4002 3480 522 15983 13898 2085 14400 14400 29140 29140 142257 141980 277 416 416 3989 3497 492 3990 3470 520 11969 11969 5967 5189 778 10385 9186 1199 1006 875 131 810 704 106 MISCELLANEOUS EXPENSE 1736 1511 225 STAFF EXPENSES 1601 1392 209 DUES & MEMBERSHIPS 963 837 126 SUBSCRIPTIONS & PUBLICA 832 723 109 1069 930 139 503483 425246 78237 0 658329 62043 106144 0 2825 406 0 3449 1907 12336 1542 2800 0 673871 172554 71387 46373 20000 71387 66373 X 602484 106181 602484 106181 673871 172554 -496303 0 X X 0 1 X 1 0 X X 1 SAN ANTONIO AREA FOUNDATION 746065414 7 1 425246 0 1 425246 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 3449 1907 1542 1542 X PART X, LINE 2: THE ASC 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. 1 BTX SCHOOLS 7975 N HAYDEN ROAD SUITE B-100 SCOTTSDALE AZ 85258 454269957 501(C)(3) 20000 TO SUPPORT BTX SCHOOLS, INC. IN ALIGNMENT TO THE OPERATOR'S STRATEGIC GROWTH PLANS LEARNING SCHOOLS OF TEXAS 8038 WEST MILITARY DR SAN ANTONIO TX 78227 461667725 501(C)(3) 10000 TO SUPPORT THE BIG GIVE MATCHING GRANT KIPP SAN ANTONIO INC 731 FREDERICKSBURG ROAD SAN ANTONIO TX 78201 412090713 501(C)(3) 10000 TO SUPPORT THE BIG GIVE MATCHING GRANT 3 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 DENNIS NOLL - SAAFND CEO 0 235993 0 56250 0 0 0 11690 0 23835 0 327768 0 0 KELLY SIMMONS - SAAFND CFO 0 147117 0 0 0 0 0 0 0 4124 0 151241 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 VI, SECTION A, LINE 7A SAN 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 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 PRIOR TO A FORM 990 REVIEW PERFORMED BY AN INDEPENDENT ACCOUNTING FIRM WITH THE 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 IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 141,980. MANAGEMENT AND GENERAL EXPENSES 277. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 142,257. 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. FORM 990, PART V, LINE 2A CHOOSE TO SUCCEED IS A CO-EMPLOYER WITH SWBC AND DOES NOT FILE FORM W-3. SWBC FILES THIS FORM UNDER ITS OWN TAX IDENTIFICATION NUMBER. 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 CISNEROS CENTER FOR NEW AMERICANS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 464346803 ASSISTANCE FOR NEW IMMIGRANTS 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 UNICITY 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 472618895 TO SUPPORT THE SAN ANTONIO AREA FOUNDATION 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 TO SUPPORT THE SAN ANTONIO AREA FOUNDATION 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 THE K FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 465670545 FACILITATING ONLINE GIVING TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0