SAN ANTONIO AREA FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SAN ANTONIO AREA FOUNDATION (EIN 38-3892964)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201543179349306594
Schema version
2014v5.0
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)
Return2015-11-13T14:51:47-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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)
PersonSARAH HARTEPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone2102252243PhoneNum
Signature2015-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN GRIESPreparerPersonNm
PTINP00078514PTIN
Phone6123764500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSARAH HARTEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 PEARL PARKWAY NO 114AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,282,702GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
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, TUTITION-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 Employee4TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,927,750PYContributionsGrantsAmt
CY Contributions Grants$2,281,248CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$1,254CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$200CYOtherRevenueAmt
PY Total Revenue$2,927,750PYTotalRevenueAmt
CY Total Revenue$2,282,702CYTotalRevenueAmt
PY Grants And Similar Paid$3,968PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$910,038CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$408,227PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$363,819CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$44,260CYTotalFundraisingExpenseAmt
PY Other Expenses$445,095PYOtherExpensesAmt
CY Other Expenses$558,580CYOtherExpensesAmt
PY Total Expenses$857,290PYTotalExpensesAmt
CY Total Expenses$1,832,437CYTotalExpensesAmt
PY Revenues Less Expenses$2,070,460PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$450,265CYRevenuesLessExpensesAmt
Total Assets BOY$2,642,877TotalAssetsBOYAmt
Total Assets EOY$3,039,188TotalAssetsEOYAmt
Total Liabilities BOY$70,417TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,463TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,572,460NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,022,725NetAssetsOrFundBalancesEOYAmt
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, TXMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,689,922ExpenseAmt
Grant$910,038GrantAmt
Revenue$0RevenueAmt
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 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.Desc
Total Program Service Expenses$1,689,922TotalProgramServiceExpensesAmt
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 Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
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 DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
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
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEE-ANN CALDERONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2102283769PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SARAH HARTE
CHAIRPERSON20.000.00Yes (X)Yes (X)$0$0$0
VICTORIA B RICO
FORMER CHAIR20.000.00Yes (X)Yes (X)$0$0$0
WILLIAM HARTE
SECRETARY/TREASURER1.000.00Yes (X)Yes (X)$0$0$0
STEVE LEWIS
BOARD MEMBER1.000.00Yes (X)$0$0$0
RAUL RODRIGUEZ
BOARD MEMBER1.000.00Yes (X)$0$0$0
MATTHEW J RANDAZZO
PRESIDENT & CEO40.000.00Yes (X)$218,694$0$4,434
FieldValueIRS element (for citing)
Total Reportable Comp From Org$218,694TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$4,434TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$1,500,000RelatedOrganizationsAmt
All Other Contributions$781,248AllOtherContributionsAmt
Total Contributions$2,281,248TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,254TotalRevenueColumnAmt
Exclusion$1,254ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$200TotalRevenueColumnAmt
Exclusion$200ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$200OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,282,702TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,454ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$910,038TotalAmt
Program Services$910,038ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$218,693TotalAmt
Program Services$157,459ProgramServicesAmt
Management And General$21,869ManagementAndGeneralAmt
Fundraising$39,365FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$100,987TotalAmt
Program Services$90,888ProgramServicesAmt
Management And General$10,099ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,597TotalAmt
Program Services$19,868ProgramServicesAmt
Management And General$2,557ManagementAndGeneralAmt
Fundraising$2,172FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,542TotalAmt
Program Services$14,901ProgramServicesAmt
Management And General$1,918ManagementAndGeneralAmt
Fundraising$2,723FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$213,037TotalAmt
Program Services$213,037ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$175,503TotalAmt
Program Services$175,503ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$27,426TotalAmt
Program Services$27,426ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,433TotalAmt
Management And General$3,433ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,095TotalAmt
Management And General$3,095ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$31,827TotalAmt
Management And General$31,827ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$50,334TotalAmt
Program Services$50,334ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$30,468TotalAmt
Program Services$30,468ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,901TotalAmt
Management And General$2,901ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,726TotalAmt
Management And General$2,726ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES/SUBSCRIPTIONSDesc
Total$3,430TotalAmt
Management And General$3,430ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,832,437TotalAmt
Program Services$1,689,922ProgramServicesAmt
Management And General$98,255ManagementAndGeneralAmt
Fundraising$44,260FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,600,939BOYAmt
EOY$2,999,200EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,000BOYAmt
EOY$21,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,005BOYAmt
EOY$555EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$19,887LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,254LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$16,133BOYAmt
EOY$15,633EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,800BOYAmt
EOY$2,800EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,642,877BOYAmt
EOY$3,039,188EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$70,417BOYAmt
EOY$16,463EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$70,417BOYAmt
EOY$16,463EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,572,460BOYAmt
EOY$3,022,725EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,572,460BOYAmt
EOY$3,022,725EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,642,877BOYAmt
EOY$3,039,188EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$450,265ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
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 Type8OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,689,922SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,689,922SupportSumAmt

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,887OtherCostOrOtherBasisAmt
Depreciation$4,254DepreciationAmt
Book Value$15,633BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,633TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS ONLY SUBJECT TO FEDERAL INCOME TAX ON NET UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THE IMPLEMENTATION OF THIS STANDARD.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
BASIS TEXAS
8519 FLOYD CURL DRIVESAN ANTONIOTX78240454269957GOVT$19,848$0N/AN/ATO SUPPPORT THE BIG GIVE MATCHING GRANT
KIPP SAN ANTONIO
731 FREDERICKSBURG ROADSAN ANTONIOTX78201412090713501(C)(3)$183,405$0N/AN/A$25,000 BIG GIVE MATCHING GRANT; $158,405 GENERAL OPERATIONS
GREAT HEARTS AMERICA
824 BROADWAY STREET SUITE 101SAN ANTONIOTX78205431973126501(C)(3)$203,248$0N/AN/AGENERAL OPERATIONS
IDEA PUBLIC SCHOOLS
505 WEST ANGELITA DRIVE SUITE 9WESLACOTX78596742948339501(C)(3)$408,142$0N/AN/AGENERAL OPERATIONS
LEARNING SCHOOLS OF TEXAS
700 N ST MARYS STREET SUITE 800SAN ANTONIOTX78205461667725501(C)(3)$91,250$0N/AN/AGENERAL OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCHOOSE TO SUCCEED, INC. GRANTS TO CHARTER SCHOOLS IN SAN ANTONIO. THE STAFF AND BOARD ARE ENGAGE WITH THE CHARTER SCHOOLS THAT THEY GRANTED FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
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

FieldValueIRS element (for citing)
PersonMATTHEW J RANDAZZOPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$218,694BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$4,434NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$223,128TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 2ACHOOSE TO SUCCEED IS A CO-EMPLOYER WITH INSPERITY AND DOES NOT FILE FORM W-3. INSPERITY FILES THIS FORM UNDER ITS OWN TAX IDENTIFICATION NUMBER.
FORM 990, PART VI, SECTION A, LINE 4DURING THE TAX YEAR THE ORGANIZATION AMENDED ITS GOVERNING DOCUMENTS. KEY CHANGES INCLUDE THE FOLLOWING: INCREASED THE NUMBER OF DIRECTORS ON THE BOARD OF DIRECTORS TO 11; PROVIDED FOR UP TO (2) TERMS OF (3) YEARS FOR EACH FOUNDATION DIRECTOR; PROVIDED (2) TERMS OF (3) YEARS FOR NON-FOUNDATION DIRECTORS; REDUCED THE LENGTH OF OFFICERS' TERMS TO 1 YEAR; ELIMINATED THE PROVISION FOR COMPENSATION OF DIRECTORS & OFFICERS.
FORM 990, PART VI, SECTION A, LINE 6THE SAN ANTONIO AREA FOUNDATION IS A MEMBER OF THE ORGANIZATION. THE CHOOSE TO SUCCEED BOARD AND FINANCIAL CONTRIBUTORS MAY ALSO BE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ASAN ANTONIO AREA FOUNDATION, ACTING THROUGH ITS PRESIDENT/CEO, 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 11THE FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. A DRAFT OF THE FILING IS SUPPLIED TO ACCOUNTING STAFF, REVIEWED AND ANY REQUIRED CHANGES MADE BEFORE THE GOVERNING BODY OF CHOOSE TO SUCCEED, INC. IS PROVIDED A COPY OF THE FORM 990 FOR THEIR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CCHOOSE TO SUCCEED 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 ANY 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 15ACOMPENSATION OF THE CEO WAS DETERMINED BY THE BOARD OF DIRECTORS USING COMPARABILITY DATA ASSEMBLED BY AN OUTSIDE FIRM, INCLUDING INFORMATION ABOUT SIMILARLY QUALIFIED EXECUTIVES FULFILLING FUNCTIONALLY COMPARABLE ROLES IN THE CENTRAL TEXAS REGION. THE PROCESS WAS DOCUMENTED IN THE BOARD MINUTES ACCORDINGLY. THIS PROCESS WAS LAST UNDERTAKEN IN 2012 FOR THE CEO M. RANDAZZO.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOUMENTS, POLICIES, FINANCIAL STATEMENTS, AND FORM 990 OF THE ENTITY ARE AVAILABLE UPON REQUEST.

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 11A, I0SAN ANTONIO AREA FOUNDATION
RAPIER EDUCATIONAL FOUNDATION
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215273574052EDUCATIONAL SCHOLARSHIPSTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
K RAPIER KIDS DBA KYM'S KIDS
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215274677662EDUCATIONAL SCHOLARSHIPSTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #6
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215204954092REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #7
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261102511REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #8
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103030REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #9
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103564REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #10
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103106REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #11
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103393REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #12
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215261103518REAL PROPERTY MANAGEMENTTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
RICHMOND FAMILY FOUNDATION
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215205560721CHARITABLE GRANTSTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
WARM SPRINGS FOUNDATION INC
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215741109731MEDICAL AND CHARITY CARETX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
SA4GOOD
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215460772730GENERAL CHARITABLE SUPPORTTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
EDWARD BLOCK FAMILY FOUNDATION
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215461730112CHARITABLE GRANTSTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
CISNEROS CENTER FOR NEW AMERICANS
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215464346803ASSISTANCE FOR NEW IMMIGRANTSTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
THE K FOUNDATION
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215465670545FACILITATING ONLINE GIVINGTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
THE FRIENDS OF THE CARVER ACADEMYIDEA
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215465154387RAISE FUNDS FOR CARVER ACADEMYTX501(C)(3)LINE 11A, I0SAN ANTONIO AREA FOUNDATION
UNICITY
303 PEARL PARKWAY SUITE 114SAN ANTONIOTX78215472618895TO SUPPORT THE SAN ANTONIO AREA FOUNDATIONTX501(C)(3)LINE 11A, 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 Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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