2013-08-14T10:09:16-05:00 2012-12-31 751056027 CONDLEY AND COMPANY LLP P O BOX 2993 ABILENE TX 796042993 990 2012-01-01 731634145 SAN ANGELO AREA FOUNDATION SANA 3259477071 2201 SHERWOOD WAY NO 205 SAN ANGELO TX 76901 MATT LEWIS 3259477071 2013-08-06 1 JEFF GRAHAM CPA P00023095 3256776251 2012 2016-02-25 16:41:14Z MATT LEWIS 2201 SHERWOOD WAY NO 205 SAN ANGELO TX 76901 26559531 0 X WWW.SAAFOUND.ORG X 2001 TX MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTERESTS WITH COMMUNITY NEEDS OF THE AREA. 15 15 6 65 0 0 14198524 11579461 0 0 621252 1020709 0 0 14819776 12600170 8617547 5411561 0 0 320259 367089 0 0 94995 442716 418416 9380522 6197066 5439254 6403104 58796711 72166019 12562959 13506116 46233752 58659903 THE MISSION OF THE SAN ANGELO AREA FOUNDATION IS TO BUILD A LEGACY OF PHILANTHROPY BY ATTRACTING AND PRUDENTLY MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTEREST WITH COMMUNITY NEEDS OF THE AREA. 0 0 5501606 5411561 GRANTS TO VARIOUS QUALIFIED 501 (C)(3) ORGANIZATIONS, OR OTHER QUALIFIED ENTITIES LIKE GOVERNMENTAL ORGANIZATIONS, COLLEGES, UNIVERSITIES AND RELIGIOUS ENTITIES, FOR QUALIFIED CHARITABLE PURPOSES. GRANTS ARE MADE FROM COMPONENT FUNDS WHICH ARE DESIGNATED PURPOSE FUNDS, DONOR-ADVISED FUNDS, FIELD OF INTEREST FUNDS AND UNRESTRICTED FUNDS, AND ARE BASED ON AN UNDERLYING GIFT AGREEMENT, WHICH REQUIRE THE BOARD OF DIRECTORS APPROVAL OF SAID GRANTS. 5501606 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 6 1 0 0 0 0 0 0 1 4 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X MATT LEWIS 3259477071 2201 SHERWOOD WAY 205 SAN ANGELO TX 76901 MATT LEWIS 40.00 X X 143956 0 0 JAMES CARTER 2.00 X 0 0 0 JM ANDERSON 2.00 X 0 0 0 BRENDA GUNTER 2.00 X 0 0 0 GARY COX 2.00 X 0 0 0 ALBERT ELLIOTT 2.00 X 0 0 0 LIZ BATES 2.00 X 0 0 0 DEANNA MAYFIELD 2.00 X 0 0 0 BETTY MILLER 2.00 X 0 0 0 SUSAN BROOKS 2.00 X 0 0 0 BOB PFLUGER 2.00 X 0 0 0 ALLEN PRICE 2.00 X 0 0 0 JIM RAYMOND 2.00 X 0 0 0 JEFF MCCORMICK 2.00 X 0 0 0 CARMEN DUSEK 2.00 X 0 0 0 FRED HERNANDEZ 2.00 X 0 0 0 143956 0 0 1 0 0 0 0 11579461 140246 11579461 390550 390550 14589520 13959361 630159 630159 630159 12600170 0 0 1020709 4659838 4659838 751723 751723 143955 28791 57582 57582 155620 44693 110927 15313 3756 8613 2944 31383 7698 17652 6033 20818 5107 11710 4001 75 75 16220 16220 238536 238536 24435 24435 39816 39816 21740 21740 12883 12883 30539 30539 12335 12335 7906 7906 DUES AND MEMBERSHIPS 13629 13629 BANK CHARGES 302 302 6197066 5501606 600465 94995 438979 164991 1105815 1264761 0 600000 977059 89354 447436 887705 55522796 67993621 1076285 1153545 205400 101396 58796711 72166019 4781 1901 12558178 13504215 12562959 13506116 X 896531 1032098 45337221 57627805 46233752 58659903 58796711 72166019 X 6403104 6947934 -924887 X X 0 1 X 1 0 X 8490916 3617612 9232714 6505810 9759461 37606513 8490916 3617612 9232714 6505810 9759461 37606513 13275975 24330538 861235 357379 424354 442197 390551 2475716 40082229 0.60700 0.50180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30 775819 1576726 15599949 1 1 57990587 11579461 7968643 5411560 37978 785505 71303648 54669651 14198524 -1457645 8617547 39422 762974 57990587 48142653 13773613 4961681 11458001 -32212 782507 54669651 43260828 6379612 8586478 9445625 -4466 643106 48142653 50614431 17440916 -12701003 11552704 77930 462882 43260828 0.95000 0.05000 0 0 207954 207954 636385 636385 25075 7997 17078 107645 81357 26288 887705 PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST 860374 AGENCY ENDOWMENTS 12643745 EMPLOYEE W/H 401(K) LOAN 96 13504215 16897241 6947934 6947934 9949307 2650863 2650863 12600170 4433301 0 4433301 1763764 1763764 6197065 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: AS A COMMUNITY FOUNDATION, WE PROVIDE DONORS WITH THE ABILITY TO ESTABLISH A DESIGNATED PURPOSE FUNDS, FIELD OF INTEREST FUNDS, UN-RESTRICTED FUNDS AND DONOR-ADVISED FUNDS, UNDER A GIFT AGREEMENT. WHILE EACH GIFT AGREEMENT IS UNIQUE TO EACH FUND, THE FOUNDATION UTILIZES A STANDARD GIFT AGREEMENT IN COMPLIANCE WITH THE NATIONAL STANDARDS FOR COMMUNITY FOUNDATIONS, SANCTIONED BY THE COUNCIL ON FOUNDATIONS. THESE FUNDS CAN BE ENDOWED, QUASI-ENDOWED, OR PASS-THROUGH FOR SPECIAL PROJECTS DEEMED CHARITABLE BY THE BOARD OF DIRECTORS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 2,650,863. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 1,763,764. 1 ADULT ENRICHMENT CENTER INC 6146 APPALOSSA TRAUK SAN ANGELO TX 76901 752140748 23061 HUMAN SERVICES ALCOHOL & DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY 3553 W HOUSTON HARTE EXPY SAN ANGELO TX 76901 751609328 11500 HUMAN SERVICES ANGELO CATHOLIC SCHOOL 2315 AM SAN ANGELO TX 76904 751999991 5050 EDUCATION ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 750888979 6180 CULTURAL ARTS ANGELO STATE UNIVERSITY ATHLETIC DEPARTMENT ASU STATION 10899 SAN ANGELO TX 76909 756002403 7760 EDUCATION ANGELO STATE UNIVERSITY FOUNDATION ASU STATION 11009 SAN ANGELO TX 76909 751585285 27590 EDUCATION BAMBERGER RANCH PRESERVE 2341 BLUE RIDGE DR JOHNSON CITY TX 78636 300041245 24000 COMMUNITY DEVELOPMENT BOY SCOUTS OF AMERICA-CONCHO VALLEY COUNCIL INC PO BOX 1584 SAN ANGELO TX 76902 750800617 91000 YOUTH DEVELOPMENT BOYS & GIRLS CLUB OF MENARD 213 E SAN SABA AVENUE MENARD TX 76859 263174725 35000 YOUTH DEVELOPMENT CONCHO CHRISTMAS CELEBRATION PO BOX 1981 SAN ANGELO TX 76902 752765216 10000 COMMUNITY DEVELOPMENT CONCHO VALLEY HOME FOR GIRLS PO BOX 3772 SAN ANGELO TX 76902 237102643 38000 YOUTH DEVELOPMENT CONCHO VALLEY TURNING POINT INC 819 RUST STREET SAN ANGELO TX 76903 320292036 6122 HUMAN SERVICES CORDOVA CHURCH OF CHRIST 7801 MACON RD CORDOVA TN 38018 621199121 5000 RELIGIOUS CORNERSTONE CHRISTIAN SCHOOL 1502 N JEFFERSON SAN ANGELO TX 76901 752123230 467000 EDUCATION EASTSIDE CHURCH OF CHRIST 1540 E OAK ST CONWAY AR 72032 710774290 5000 RELIGIOUS EDEN'S GREEN APPLE INC 201 SOUTH MAIN STREET EDEN TX 76837 320391276 10000 CULTURAL ARTS ENDURING HOUSE INC 4916 MEADOW WOOD DR WACO TX 76710 454615029 74000 RELIGIOUS FAMILY MATTERS SUITE A-120 SCOTTSDALE AZ 85254 860439625 230000 HUMAN SERVICES FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 60188 SAN ANGELO TX 769060188 237000363 15000 YOUTH DEVELOPMENT FIRST BAPTIST CHURCH PO BOX 2138 SAN ANGELO TX 76903 750808781 5000 RELIGIOUS FIRST PRESBYTERIAN CHURCH 32 NORTH IRVING SAN ANGELO TX 76903 750904033 173000 RELIGIOUS FIRST UNITED METHODIST CHURCH 37 E BEAUREGARD SAN ANGELO TX 76903 756001559 7200 RELIGIOUS GIRL SCOUTS CENTRAL TEXAS COUNCIL 304 W AVE A SAN ANGELO TX 76903 751162671 19200 YOUTH DEVELOPMENT HEALTHY FAMILIES SAN ANGELO 200 S MAGDALEN ST SAN ANGELO TX 76903 752012206 19107 HUMAN SERVICES HOPE FOR TOMORROW INC 2454 INDUSTRIAL BLVD ABILENE TX 79605 752514233 15000 RELIGIOUS HOUSE OF FAITH-SAN ANGELO 321 MONTECITO DR SAN ANGELO TX 76903 742694406 80521 RELIGIOUS HUMANE SOCIETY OF TOM GREEN COUNTY 4001 SUNSET DR SAN ANGELO TX 76904 756030459 13645 COMMUNITY DEVELOPMENT JOHNSON STREET CHURCH OF CHRIST 2200 JOHNSON ST SAN ANGELO TX 76904 751888491 10000 RELIGIOUS JUNIOR LEAGUE OF SAN ANGELO INC 36 E TWOHIG AVE 100 SAN ANGELO TX 76903 750878540 50000 COMMUNITY DEVELOPMENT MARANATHA CHURCH OF GOD IN CHRIST 85 E 20TH ST SAN ANGELO TX 76903 752944339 7520 RELIGIOUS MEALS FOR THE ELDERLY 310 E HOUSTON HARTE SAN ANGELO TX 76903 510159134 37500 HUMAN SERVICES MINISTERIAL ALLIANCE OF SAN ANGELO PO BOX 5901 SAN ANGELO TX 76902 830462378 7520 RELIGIOUS NEW BEGINNINGS ANIMAL RESCUE 7043 S US HWY 277 SAN ANGELO TX 76904 800593630 7520 HUMAN SERVICES ONE MISSION SOCIETY INTERNATIONAL PO BOX A GREENWOOD IN 46142 346555963 5000 RELIGIOUS SAMARITAN PASTORAL COUNSELING CENTER 242 N MAGDALEN SAN ANGELO TX 76903 751561599 10000 RELIGIOUS SAN ANGELO AREA FOUNDATION 2201 SHERWOOD WAY SUITE 205 SAN ANGELO TX 76901 731634145 179250 COMMUNITY DEVELOPMENT SAN ANGELO ART CLUB 119 W 1ST ST SAN ANGELO TX 76903 756037393 10018 CULTURAL ARTS SAN ANGELO CHRISTIAN ACADEMY 518 COUNTRY CLUB RD SAN ANGELO TX 76904 200216446 67965 EDUCATION SAN ANGELO CIVIC BALLET PO BOX 5092 SAN ANGELO TX 76902 751895746 6000 CULTURAL ARTS SAN ANGELO COUNTRY CLUB 1609 COUNTRY CLUB RD SAN ANGELO TX 76904 750540660 11107 YOUTH DEVELOPMENT SAN ANGELO MUSEUM OF FINE ARTS 1 LOVE STREET SAN ANGELO TX 76903 751776765 244000 CULTURAL ARTS SAN ANGELO PERFORMING ARTS CENTER FUND (SAPAC) 2201 SHERWOOD WAY STE 205 SAN ANGELO TX 76901 731634145 338319 CULTURAL ARTS SAN ANGELO SYMPHONY PO BOX 5922 SAN ANGELO TX 76902 756003857 7500 CULTURAL ARTS SCHREINER UNIVERSITY OFFICE OF ADV PUBLIC AFFAIR KERRVILLE TX 78028 741193459 10000 EDUCATION SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK 120 E HARRIS AVE SAN ANGELO TX 76903 752559845 5000 HUMAN SERVICES SOUTH SEMINOLE CHURCH OF CHRIST 5410 LAKE HOWELL RD WINTER PARK FL 32792 591225792 5000 RELIGIOUS ST JOHN'S EPISCOPAL CHURCH PO BOX 1100 SONORA TX 76950 756027934 37170 RELIGIOUS ST JOHN'S UCC PENNTOWN 8917 EAST COUNTRY RD 1300 N SUNMAN IN 47041 356056884 18801 RELIGIOUS ST LUKE UNITED METHODIST CHURCH 2781 W AVENUE N SAN ANGELO TX 76904 756003908 22561 RELIGIOUS STERLING COUNTY EMS 303 5TH STERLING CITY TX 76951 752961942 10000 PUBLIC SAFETY SUTTON COUNTY COMMUNITY TRUST PO BOX 798 SONORA TX 76950 510188766 50000 COMMUNITY DEVELOPMENT SUTTON COUNTY HEALTH FOUNDATION PO BOX 18 SONORA TX 76950 043642997 26000 HUMAN SERVICES TEXAS A&M UNIVERSITY 12TH MAN FOUNDATION PO DRAWER L-1 COLLEGE STATION TX 77844 741185725 24000 EDUCATION TEXAS SOUTHWEST COUNCIL - BOY SCOUTS OF AMERICA 104 VETERANS MEMORIAL DRIVE SAN ANGELO TX 76902 750800617 439100 YOUTH DEVELOPMENT THE GARDEN GATHERING 412 W WASHINGTON SAN ANGELO TX 76903 454919701 119568 COMMUNITY DEVELOPMENT THE GARDEN TRAINING CENTER INC 4110 WELLINGTON STREET 706 SAN ANGELO TX 76904 263261012 101139 HUMAN SERVICES THE GOOD SAMARITAN CENTER OF SAN ANTONIO TEXAS 1600 SALTILLO ST SAN ANTONIO TX 78207 741117340 25000 HUMAN SERVICES THE HOSPICE OF SAN ANGELO INC PO BOX 471 SAN ANGELO TX 76902 751981022 9000 HUMAN SERVICES THE SALVATION ARMY PO BOX 589 SAN ANGELO TX 76902 900337669 40500 HUMAN SERVICES THRIVEWELL CANCER FOUNDATION PO BOX 29331 SAN ANTONIO TX 78229 260371270 8000 HUMAN SERVICES TOM GREEN COUNTY LIBRARY 113 W BEAUREGARD SAN ANGELO TX 76903 756001184 107690 COMMUNITY DEVELOPMENT TRINITY LUTHERAN CHURCH 3536 YMCA DRIVE SAN ANGELO TX 76904 756003634 15940 RELIGIOUS UNITED WAY OF THE CONCHO VALLEY PO BOX 3710 SAN ANGELO TX 76902 750859662 51500 HUMAN SERVICES UNITY CHURCH OF SAN ANGELO 5237 S BRYANT BLVD SAN ANGELO TX 76904 756439603 7278 RELIGIOUS UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION 727 EAST DEAN KEETON STREET AUSTIN TX 78705 746056794 25000 EDUCATION WESLEY UMC DAILY BREAD PROGRAM 301 W 18TH ST SAN ANGELO TX 76903 562563807 8520 RELIGIOUS WEST TEXAS BOYS RANCH 10223 BOYS RANCH ROAD SAN ANGELO TX 76904 750954831 734437 YOUTH DEVELOPMENT WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 750868320 76716 HUMAN SERVICES YOUNG LIFE - SAN ANGELO AREA # TX-102 PO BOX 61816 SAN ANGELO TX 76906 840385934 12000 YOUTH DEVELOPMENT YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO 353 S RANDOLPH ST SAN ANGELO TX 76903 750800698 131160 YOUTH DEVELOPMENT 70 0 SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. 584 751723 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION REQUIRES GRANT RECIPIENTS OF DISCRETIONARY OR PROACTIVE GRANTS TO PROVIDE THEIR PLANS FOR EVALUATION AND IMPACT PRIOR TO ANY FUNDING. IF A GRANT IS APPROVED, EACH EVALUATION AND MONITORING OF A GRANT IS AGREED UPON IN A GRANT AGREEMENT, WHICH PROVIDES FOR FOLLOW-UP SITE VISITS, REPORTS, DOCUMENTATION AND SUBSEQUENT EVALUATION TO ENSURE PROCEEDS FROM THE GRANT WHERE USED ACCORDING TO THE GRANT REQUEST. X 4 140246 AVG FMV DATE OF GIFT 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 SAAF'S GOVERNING BODY HAS ESTABLISHED A FINANCIAL COMMITTEE AND AN AUDIT COMMITTEE TO REVIEW FORM 990, PRIOR TO ITS ANNUAL FILING. EACH YEAR, FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL MEMBERS OF THESE COMMITTEES FOR REVIEW. ANY COMMENTS OR QUESTIONS ARE HANDLED THROUGH THE CEO'S OFFICE IN CONCERT WITH THE FOUNDATION'S AUDITOR. ONCE ALL PARTIES AGREE WITH THE ACCURACY OF THE FORM 990, THEN THE PRESIDENT & CEO OF SAAF SIGNS AND FILES SAID FORM 990. FORM 990, PART VI, SECTION B, LINE 12C SAAF REQUIRES BOARD MEMBERS TO REVIEW AND SIGN THE APPROVED CONFLICT OF INTEREST POLICY ACCEPTANCE STATEMENT AND DISCLOSE ANNUALLY ANY POTENTIAL CONFLICTS OF INTEREST. THIS PROCESS IS COMPLETED AT THE FIRST BOARD MEETING OF THE CALENDAR YEAR. SAAF EXECUTIVE COMMITTEE AND CEO REVIEW THESE STATEMENTS, INVESTIGATE AND DISCLOSE ANY POTENTIAL ISSUES AND ARE SUBSEQUENTLY ADDRESSED BY THE BOARD, IF NEEDED. FORM 990, PART VI, SECTION B, LINE 15 SAAF ANNUALLY PARTICIPATES IN THE COUNCIL ON FOUNDATION'S COMPENSATION SURVEY AND IS ABLE TO ASCERTAIN COMPARABLE DATA ON A NATIONAL AND REGIONAL BASIS AS WELL AS ASSET SIZE, TO DETERMINE APPROPRIATE SALARY RANGES FOR ITS CEO AS WELL AS OTHER EMPLOYEES OF THE ORGANIZATION TO ALLOW IT THE ABILITY TO ATTRACT AND RETAIN QUALITY STAFF. THE SAAF BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE ANNUALLY PERFORMS A PERFORMANCE REVIEW OF THE PRESIDENT & CEO. THIS REVIEW IS COMPLETED BY EACH MEMBER OF THE COMMITTEE (FIVE PERSONS) AND IN TURN THE BOARD CHAIRMAN COMPILES THE REVIEWS INTO ONE MASTER REVIEW. THIS REVIEW IS THEN DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS FOR FURTHER COMMENT. THE BOARD OF DIRECTORS THEN REVIEWS THIS REPORT WITH THE PRESIDENT & CEO, RECOGNIZING ACCOMPLISHMENTS, AREA TO EXCEL AND ESTABLISH FUTURE GOALS. THE BOARD OF DIRECTORS USES THE AFOREMENTIONED SALARY SURVEY AS WELL AS ITS OWN KNOWLEDGE OF SIMILAR PROFESSIONAL POSITIONS IN THE COMMUNITY, ALONG WITH ITS PERFORMANCE REVIEW, TO ESTABLISH THE COMPENSATION PACKAGE FOR THE CEO. THE CEO ANNUALLY REVIEWS THE STAFF OF SAAF AND ALSO USES THIS SAME COUNCIL ON FOUNDATION'S SURVEY DATA FOR RECOMMENDING COMPENSATION FOR THE REMAINDER OF SAAF STAFF AND MAKES SAID RECOMMENDATION ANNUALLY TO THE BOARD OF DIRECTORS FOR THEIR CONSIDERATION OF ANY COMPENSATION CHANGES FOR OTHER STAFF OF SAAF. FORM 990, PART VI, SECTION C, LINE 19 SAAF MAKES AVAILABLE, UPON REQUEST, ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, ITS AUDITED FINANCIAL STATEMENTS AND FILED FORM 990, TO THE PUBLIC. THE PUBLIC MAY REQUEST THIS INFORMATION VIA THE SAAF WEBSITE, OR BY PHONE OR IN WRITING. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: REVENUE(LOSS) FOR AGENCY ENDOWMENT FUNDS PER SFAS #136 -2,650,864. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 1,763,764. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -37,789. ROUNDING 2. PART XI, LINE 2C THE POLICY TO HAVE A COMMITTEE TO OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PRIOR YEAR. THAT COMMITTEE WAS IN PLACE IN PRIOR YEARS ALSO. DESCRIPTION OF VOLUNTEERS PART I, LINE 6 15 BOARD MEMBERS AND 30 GRANT APPLICATION COMMITTEE MEMBERS