2011-07-13T09:58:22-05:00 2010-12-31 CONDLEY AND COMPANY LLP P O BOX 2993 ABILENE TX 796042993 990 2010-01-01 731634145 SAN ANGELO AREA FOUNDATION SANA 3259477071 2201 SHERWOOD WAY NO 205 SAN ANGELO TX 76901 MATT LEWIS 3259477071 2011-06-19 1 JEFF GRAHAM CPA 3256776251 2010 2016-02-24 21:20:13Z MATT LEWIS 2201 SHERWOOD WAY NO 205 SAN ANGELO TX 76901 26652492 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 5 45 0 0 6379612 13773613 0 0 -333009 1845843 0 0 6046603 15619456 9445625 11458001 0 0 280308 291725 0 0 92145 362798 490782 10088731 12240508 -4042128 3378948 48433350 54987115 9916125 12651368 38517225 42335747 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 11531270 11458001 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. 11531270 1 1 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 0 1 11 0 5 1 0 1 EI 0 0 0 0 1 3 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 X 131956 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 ANNE WILLIAMS 2.00 X 0 0 0 131956 0 0 1 0 0 0 0 13773613 60687 13773613 424354 424354 12454525 11033036 1421489 1421489 1421489 15619456 0 0 1845843 10871168 10871168 586833 586833 131955 26391 52782 52782 112810 35084 77726 29795 7483 15886 6426 17165 4311 9152 3702 16925 16925 297513 297513 45000 45000 22348 22348 27813 27813 20546 20546 4236 3177 1059 23313 17485 5828 12907 12907 7035 7035 DUES AND MEMBERSHIPS 11887 11887 BANK CHARGES 1259 1259 12240508 11531270 617093 92145 24020 19589 1414037 2597593 132281 84193 60727 48088 46171461 51562709 639883 647585 123222 111551 48433350 54987115 185 186 10300 9905640 12651182 9916125 12651368 X 798000 835757 37719225 41499990 0 0 38517225 42335747 48433350 54987115 X 3378948 439574 X X 0 1 1 X 0 X 5195509 28481769 8490916 3617612 9232714 55018520 5195509 28481769 8490916 3617612 9232714 55018520 25597924 29420596 769507 1916769 861235 357379 424354 4329244 59347764 0.49570 0.54300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 837724 1648677 15456365 1 1 48142653 13773613 4961681 11458001 -32212 782507 54669651 43260828 6379612 8586478 9445625 -4466 643106 48142653 50614431 17440916 -12701003 11552704 77930 462882 43260828 0.95000 0.00000 0.05000 0 0 25075 4653 20422 107206 79540 27666 48088 PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST 317182 AGENCY ENDOWMENTS 12333904 EMPLOYEE W/H 401(K) LOAN 96 12651182 15619456 12240508 3378948 3115838 -2676264 439574 3818522 13882739 3115838 3115838 10766901 4852555 4852555 15619456 10096429 0 10096429 2144079 2144079 12240508 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 8 - OTHER ADJUSTMENTS: REVENUE(LOSS) FOR AGENCY ENDOWMENT FUNDS PER SFAS #136 -4,852,555. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 2,144,079. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 32,212. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 4,852,555. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 2,144,079. 1 ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 750888979 5400 CULTURAL ARTS ANGELO STATE UNIVERSITY ATHLETIC DEPARTMENT ASU STATION 10899 SAN ANGELO TX 769090899 756002403 18123 EDUCATION ANGELO STATE UNIVERSITY FOUNDATION ASU STATION 11009 SAN ANGELO TX 76909 751585285 64000 EDUCATION ANGELO STATE UNIVERSITY MEAT SCIENCES ASU STATION 11023 SAN ANGELO TX 76909 756002403 11600 EDUCATION BALLINGER CITY PARK BOARD PO BOX 577 BALLINGER TX 76821 756000456 10000 COMMUNITY DEVELOPMENT BAMBERGER RANCH PRESERVE 2341 BLUE RIDGE DR JOHNSON CITY TX 786364242 300041245 16000 COMMUNITY DEVELOPMENT BAPTIST MEMORIAL CENTER PO BOX 5661 SAN ANGELO TX 76902 752755400 5770 RELIGIOUS BEACON TO THE FUTURE FUND C/O SAN ANGELO AREA FOUNDATION SAN ANGELO TX 76901 731634145 25000 COMMUNITY DEVELOPMENT BOY SCOUTS OF AMERICA-CONCHO VALLEY COUNCIL INC PO BOX 1584 SAN ANGELO TX 76902 750800617 11500 YOUTH DEVELOPMENT BOYS & GIRLS CLUB OF SAN ANGELO INC PO BOX 107 SAN ANGELO TX 76902 751216481 22000 YOUTH DEVELOPMENT CONCHO PAWS INC 5841 GRAPE CREEK RD SAN ANGELO TX 76901 204165740 15000 HUMAN SERVICES CONCHO VALLEY COUNCIL - BOY SCOUTS OF AMERICA PO BOX 1584 SAN ANGELO TX 76902 751609328 10600 YOUTH DEVELOPMENT CONCHO VALLEY HOME FOR GIRLS PO BOX 3772 SAN ANGELO TX 76902 237102643 38500 YOUTH DEVELOPMENT ROTARY HOUSE OF HOPE 2201 SHERWOOD WAY STE 205 SAN ANGELO TX 76901 731634145 140401 HUMAN SERVICES CORNERSTONE CHRISTIAN SCHOOL 1502 N JEFFERSON SAN ANGELO TX 76901 752123230 1501000 EDUCATION CORNERSTONE CHRISTIAN SCHOOL FOUNDATION PO BOX 2540 SAN ANGELO TX 76902 752964767 46300 EDUCATION CORNERSTONE CHRISTIAN SCHOOL TUITION ASSISTANCE FUND C/O SAN ANGELO AREA FOUNDATION SAN ANGELO TX 76901 752964767 20000 EDUCATION FAMILY MATTERS SUITE A-120 SCOTTSDALE AZ 85254 860439625 200000 HUMAN SERVICES FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 60188 SAN ANGELO TX 769060188 237000363 10000 RELIGIOUS FIRST PRESBYTERIAN CHURCH 32 NORTH IRVING SAN ANGELO TX 76903 750904033 183000 RELIGIOUS FIRST UNITED METHODIST CHURCH 37 E BEAUREGARD SAN ANGELO TX 76903 756001559 6000 RELIGIOUS GIRL SCOUTS OF CENTRAL TEXAS-EL CAMINO PROGRAM CENTER 304 W AVE A SAN ANGELO TX 76903 751162671 5700 YOUTH DEVELOPMENT HOUSE OF FAITH-SAN ANGELO 321 MONTECITO DR SAN ANGELO TX 76903 742694406 48750 RELIGIOUS HUMANE SOCIETY OF TOM GREEN COUNTY 910 W 14TH ST SAN ANGELO TX 76903 756030459 5000 HUMAN SERVICES J P W LEARNING CENTER 403 W WASHINGTON DR SAN ANGELO TX 76903 752066135 6000 EDUCATION SAN ANGELO PERFORMING ARTS CENTER FUND 2201 SHERWOOD WAY STE 205 SAN ANGELO TX 76901 731634145 16100 CULTURAL ARTS LA ESPERANZA CLINIC INC 2029 W BEAUREGARD SAN ANGELO TX 76901 742699762 180000 HUMAN SERVICES MARANATHA CHURCH OF GOD IN CHRIST 85 E 20TH ST SAN ANGELO TX 76903 752944339 26000 RELIGIOUS MEALS FOR THE ELDERLY 310 E HOUSTON HARTE SAN ANGELO TX 76903 510159134 26250 HUMAN SERVICES MINISTERIAL ALLIANCE OF SAN ANGELO PO BOX 5901 SAN ANGELO TX 76902 830462378 20000 RELIGIOUS MOSAIC 5191 S BRYANT BLVD SAN ANGELO TX 76904 113669999 6000 CULTURAL ARTS NEW BEGINNINGS ANIMAL RESCUE 7043 S US HWY 277 SAN ANGELO TX 76904 800593630 15000 HUMAN SERVICES STERLING CITY EDUCATION FOUNDATION 700 7TH ST STERLING CITY TX 76951 262629521 15000 EDUCATION OMS INTERNATIONAL PO BOX A GREENWOOD IN 46142 346555963 10000 RELIGIOUS PAULANN BAPTIST CHURCH 2531 SMITH ROAD SAN ANGELO TX 76905 752130573 7500 RELIGIOUS REBUILDING TOGETHER - SAN ANGELO INC 138 W CONCHO AVE SAN ANGELO TX 76903 752285070 11172 HUMAN SERVICES SAMARITAN PASTORAL COUNSELING CENTER 242 N MAGDALEN SAN ANGELO TX 76903 751561599 43000 RELIGIOUS SAN ANGELO AREA FOUNDATION 2201 SHERWOOD WAY SUITE 205 SAN ANGELO TX 76901 731634145 116875 COMMUNITY DEVELOPMENT SAN ANGELO CIVIC BALLET PO BOX 5092 SAN ANGELO TX 76902 751895746 18200 CULTURAL ARTS SAN ANGELO CULTURAL AFFAIRS PO BOX 2477 SAN ANGELO TX 76902 751620538 10000 CULTURAL ARTS SAN ANGELO DAY NURSERY 619 JULIAN ST SAN ANGELO TX 76903 750968319 21350 HUMAN SERVICES SAN ANGELO MUSEUM OF FINE ARTS 1 LOVE STREET SAN ANGELO TX 76903 751776765 24800 CULTURAL ARTS SAN ANGELO PERFORMING ARTS CENTER FUND (SAPAC) 2201 SHERWOOD WAY STE 205 SAN ANGELO TX 76901 731634145 15688 CULTURAL ARTS SAN ANGELO SYMPHONY PO BOX 5922 SAN ANGELO TX 76902 756003857 28000 CULTURAL ARTS SCHREINER UNIVERSITY OFFICE OF ADV PUBLIC AFFAIR KERRVILLE TX 780285697 741193459 10000 EDUCATION ST JOHN'S UCC PENNTOWN 8917 EAST COUNTRY RD 1300 N SUNMAN IN 47041 356056884 50000 RELIGIOUS ST LUKE UNITED METHODIST CHURCH 2781 W AVENUE N SAN ANGELO TX 76904 756003908 60000 RELIGIOUS SUTTON COUNTY COMMUNITY TRUST PO BOX 798 SONORA TX 76950 510188766 50000 HUMAN SERVICES TEXAS A&M UNIVERSITY 12TH MAN FOUNDATION PO DRAWER L-1 COLLEGE STATION TX 778449101 741185725 21000 EDUCATION THE HIVE- BOYS AND GIRLS CLUB OF MENARD PO BOX 1043 MENARD TX 76859 263174725 10000 HUMAN SERVICES THE SALVATION ARMY PO BOX 589 SAN ANGELO TX 76902 900337669 37500 HUMAN SERVICES TOM GREEN COUNTY LIBRARY 113 W BEAUREGARD SAN ANGELO TX 76903 756001184 5900 COMMUNITY DEVELOPMENT TOM GREEN COUNTY LIBRARY FOUNDATION 113 W BEAUREGARD SAN ANGELO TX 76903 262598269 6315910 COMMUNITY DEVELOPMENT UNITED WAY OF THE CONCHO VALLEY PO BOX 3710 SAN ANGELO TX 76902 750859662 46500 HUMAN SERVICES UNITY CHURCH OF SAN ANGELO 5237 S BRYANT BLVD SAN ANGELO TX 76904 756439603 6746 RELIGIOUS UNIVERSITY OF TEXAS 1 UNIVERSITY STATION AUSTIN TX 78712 746000203 25000 EDUCATION WESLEY UMC DAILY BREAD PROGRAM 301 W 18TH ST SAN ANGELO TX 76903 562563807 21000 RELIGIOUS WEST TEXAS BOYS RANCH 10223 BOYS RANCH ROAD SAN ANGELO TX 76904 750954831 348109 YOUTH DEVELOPMENT WEST TEXAS BOYS RANCH FOUNDATION PO BOX 4077 SAN ANGELO TX 76902 752620126 614618 YOUTH DEVELOPMENT WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 750868320 32000 HUMAN SERVICES YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO 353 S RANDOLPH ST SAN ANGELO TX 76903 750800698 65400 RELIGIOUS 61 0 SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. 463 586833 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 2 60687 AVG FMV DATE OF GIFT 2 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 5: NET UNREALIZED GAINS ON INVESTMENTS: 3,115,838. REVENUE(LOSS) FOR AGENCY ENDOWMENT FUNDS PER SFAS #136 -4,852,555. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 2,144,079. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 32,212. TOTAL TO FORM 990, PART XI, LINE 5: 439,574. 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