Civic Intelligence

P16Plus Council of Greater Bexar County Foundation Inc

EIN 80-0174484 • 501(c)3 • San Antonio, TX

Profile

Ensure that every child dramatically improves their educational success in school, college and career within bexar county.

11103 West Avenue STE 2101San Antonio, TX 78213

www.p16plus.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-122%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$202,551

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

2nd percentile

-91%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,575,315

Down $48,338,078 (-91%) from 2023

Liabilities

Up

$192,711

Up $152,746 (+382%) from 2023

Net Assets

Down

$4,382,604

Down $48,490,824 (-92%) from 2023

Revenue

Down

$3,905,095

Down $48,174,645 (-93%) from 2023

Expenses

Up

$8,654,402

Up $4,993,182 (+136%) from 2023

Net Income

Down

-$4,749,307

Down $53,167,827 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $144,591Liabilities 2011: $51,441Net Assets 2011: $93,1502011Assets 2012: $952,737Liabilities 2012: $21,001Net Assets 2012: $931,7362012Assets 2013: $769,539Liabilities 2013: $131,682Net Assets 2013: $637,8572013Assets 2014: $955,606Liabilities 2014: $44,822Net Assets 2014: $910,7842014Assets 2015: $1,001,790Liabilities 2015: $61,525Net Assets 2015: $940,2652015Assets 2016: $963,383Liabilities 2016: $74,719Net Assets 2016: $888,6642016Assets 2017: $586,830Liabilities 2017: $15,782Net Assets 2017: $571,0482017Assets 2018: $1,553,517Liabilities 2018: $44,880Net Assets 2018: $1,508,6372018Assets 2019: $1,956,809Liabilities 2019: $38,871Net Assets 2019: $1,917,9382019Assets 2020: $8,611,409Liabilities 2020: $184,072Net Assets 2020: $8,427,3372020Assets 2021: $5,786,661Liabilities 2021: $70,384Net Assets 2021: $5,716,2772021Assets 2022: $4,523,566Liabilities 2022: $68,658Net Assets 2022: $4,454,9082022Assets 2023: $52,913,393Liabilities 2023: $39,965Net Assets 2023: $52,873,4282023Assets 2024: $4,575,315Liabilities 2024: $192,711Net Assets 2024: $4,382,6042024

Highlighted filing

2024

Assets$4,575,315
Liabilities$192,711
Net Assets$4,382,604

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $788,5342011Revenue 2012: $1,549,081Expenses 2012: $710,495Net Income 2012: $838,5862012Revenue 2013: $655,269Expenses 2013: $949,148Net Income 2013: -$293,8792013Revenue 2014: $1,217,029Expenses 2014: $944,102Net Income 2014: $272,9272014Revenue 2015: $958,706Expenses 2015: $929,225Net Income 2015: $29,4812015Revenue 2016: $964,938Expenses 2016: $1,016,539Net Income 2016: -$51,6012016Revenue 2017: $654,707Expenses 2017: $972,323Net Income 2017: -$317,6162017Revenue 2018: $1,909,846Expenses 2018: $972,257Net Income 2018: $937,5892018Revenue 2019: $1,999,578Expenses 2019: $1,590,277Net Income 2019: $409,3012019Revenue 2020: $8,271,216Expenses 2020: $1,761,817Net Income 2020: $6,509,3992020Revenue 2021: $1,628,437Expenses 2021: $4,320,907Net Income 2021: -$2,692,4702021Revenue 2022: $2,600,986Expenses 2022: $3,862,355Net Income 2022: -$1,261,3692022Revenue 2023: $52,079,740Expenses 2023: $3,661,220Net Income 2023: $48,418,5202023Revenue 2024: $3,905,095Expenses 2024: $8,654,402Net Income 2024: -$4,749,3072024

Highlighted filing

2024

Revenue$3,905,095
Expenses$8,654,402
Net Income-$4,749,307

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.58$0.19$4.38$3.91$8.65$4.75
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.9$0.04$52.9$52.1$3.66$48.4
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.07$4.45$2.60$3.86$1.26
2021Detailed filing. Detailed filing data is available for this year.$5.79$0.07$5.72$1.63$4.32$2.69
2020Detailed filing. Detailed filing data is available for this year.$8.61$0.18$8.43$8.27$1.76$6.51
2019Summary only. Only limited summary data is available for this year.$1.96$0.04$1.92$2.00$1.59$0.41
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.04$1.51$1.91$0.97$0.94
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.65$0.97$0.32
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.07$0.89$0.96$1.02$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.06$0.94$0.96$0.93$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.91$1.22$0.94$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.77$0.13$0.64$0.66$0.95$0.29
2012Summary only. Only limited summary data is available for this year.$0.95$0.02$0.93$1.55$0.71$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.05$0.09$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$3,905,095
Mission and Program Overview

Mission

Ensure that every child dramatically improves their educational success in school, college and career within bexar county.

Ensure that every child living in Bexar Couty dramatically improves their educational success in school, college, and career.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,608,299$2,327,044▼ $5,281,255
Pledges and Grants Receivable$901,000$1,109,000▲ $208,000
Cash and Non-Interest-Bearing Accounts$406,152$761,055▲ $354,903
Prepaid Expenses and Deferred Charges$194,649$229,548▲ $34,899
Accounts Receivable$30,688$77,763▲ $47,075
Land, Buildings, and Equipment, Net$31,089$45,410▲ $14,321
Total Assets$9,171,877$4,575,315▼ $4,596,562
Other Assets Total-$25,495-
Liabilities
Accounts Payable and Accrued Expenses$39,965$166,701▲ $126,736
Other Liabilities-$26,010-
Total Liabilities$39,965$192,711▲ $152,746
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,438,524$3,480,453▼ $4,958,071
Net Assets Without Donor Restrictions$693,388$902,151▲ $208,763
Total Net Assets Fund Balance$9,131,912$4,382,604▼ $4,749,308
Total Liabilities and Net Assets / Fund Balance$9,171,877$4,575,315▼ $4,596,562

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$45,410$58,422$103,832
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily Calderon GaldeanoInterim Executive DirectorFT$169,673$32,878$202,551
Ryan Lugalia-HollonExecutive DirectorFT$143,613$27,945$171,558
Revenue and Support

Revenue Composition

Contributions and Grants
$3,734,350
Program Service Revenue
$0
Investment Income
$170,745
Other Revenue
$0
All Other Contributions
$3,402,868
Change in Net Assets
$-4,749,307

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,905,095
Total Revenue per Audited Statements
$3,905,095
Total Revenue per Form 990
$3,905,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,552,000
Salaries, Compensation, and Employee Benefits$2,896,260
Other Expenses$2,206,142
Total Fundraising Expense$180,312
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,552,000--$3,552,000
Other Salaries and Wages$1,700,641$284,574$102,597$2,087,812
Conferences and Meetings$265,088$45,569$15,155$325,812
Current Officers, Directors, Trustees, and Key Employees$256,894$43,860$12,531$313,285
Other Employee Benefits$250,013$51,622$10,945$312,580
Advertising$175,603$30,186$10,039$215,828
Payroll Taxes$148,916$25,019$8,648$182,583
All Other Expenses$126,855$20,789$3,132$150,775
Occupancy$118,416$20,355$6,770$145,541
Information Technology$92,990$15,985$5,316$114,291
Fees for Services Accounting-$65,357-$65,357
Office Expenses$16,313$2,804$933$20,050
Depreciation Depletion$14,674$2,522$839$18,035
Fees for Services Legal-$16,715-$16,715
Insurance$13,225$2,274$756$16,255
Other Expenses$8,035$1,381$459$9,875
Interest-$463-$463
Total Functional Expenses$7,838,025$636,066$180,312$8,654,402

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,654,403
Total Expenses per Audited Statements$8,654,403
Total Expenses per Form 990$8,654,402
Expenses Not Reported on Financial Statements$-1
Other Expense Adjustments$-1
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Antonio Area FoundationSan Antonio, TX501c3Equity-centered programs$2,292,000
United Way of San AntonioSan Antonio, TX501c3Expand youth serving agencies$870,000
CAST NetworkSan Antonio, TX501c3Scale platforms for youth voice$200,000
Communities in Schools San AntonioSan Antonio, TX501c3Support capacity building$190,000
Alamo College DistrictSan Antonio, TX501c3Spononsoship MOSAICO Gala$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$26,010
Finance Lease Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The independent CPA firm prepares the organizations Form 990. The Form 990 is then reviewed by management and the finance committee of the Board of Directors before it is filed with the Internal Revenue Service.

Form 990, Part VI, Section B, Line 12C

Board members are required to sign a conflict of interest statement on an annual basis.

Form 990, Part VI, Section C, Line 19

The organization makes its governance documents, conflict of interest policy, and financial statements available upon written request.

Filing and Contact Details

Filer

Filer Name
P16 Plus Council of Greater Bexar County Foundation Inc
EIN
80-0174484
Phone
2107874655
Address
11103 West Avenue STE 2101, San Antonio, TX 78213
Doing Business As
UP Partnership

Signing Officer

Name
Elaine Mendoza
Title
Board Chair
Phone
2107874655
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elaine Mendoza
Formed
2008
Legal Domicile
TX
Voting Board Members
22
Independent Board Members
20
Employees
31

Preparer

Firm
Reed J Smiley CPA
Address
15918 Alsace, San Antonio, TX 78232
Preparer
Reed J Smiley CPA
Phone
2103914347
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

OVERALL AGENCY MISSION/FUTURE READY BEXAR COUNTY- We are advancing our overall mission through the Future Ready Bexar County Plan. The plan advances three equity pillars essential for young peoples success-Healing, Access, and Voice. Through these pillars 110 institutional partners are working towards the plan s North Star goal of increasing post-secondary enrollment of high school graduates in a degree or credential program from 50 to 70 by 2030. As the backbone for the Future Ready Bexar County plan, we serve as the primary convener and centralized support center for these institutions to fulfill their respective action commitments and to deepen the coordination across their institutions around student needs. As a result of this work, our community will successfully prepare the next generation of leaders and help to meet the economys growing demand for workers with post-secondary degrees or credentials.

Form 990, Part III, Line 4A

FUTURE READY DATA PLAN - In support of the Future Ready Bexar County Plan, the Future Ready Data Plan advances work in support of community stakeholders to a align around shared high-priority outcomes and results, b improve transparency and accountability of those aligned contributions to the community, and c support more effective collaboration between non-profit organizations and funders to lead a continuum of essential human and workforce services.

Form 990, Part III, Line 4A

FUTURE READY BEXAR COUNTY K12/POSTSECONDARY-ACCESS In support of the Future Ready Bexar County Plan, the K12/Postsecondary project advances a focus on access through the Equitable Enrollment Collaborative. This community of practice is one of three continuous improvement collaboratives driving toward the North Star Goals of the Future Ready Bexar County Plan to increase postsecondary enrollment of Bexar County high school graduates to 70 by 2030. The Equitable Enrollment Collaborative advances this mission with a focus on increasing college readiness by convening, facilitating, and supporting leaders from the five independent school districts,10 higher education institutions, and two community-based organizations.

Form 990, Part III, Line 4A

FUTURE READY BEXAR COUNTY K12/JUSTICE-HEALING In support of the Future Ready Bexar County Plan, the K/12 Justice project advances a focus on healing through the Restorative Practices Collaborative. This community of practice is one of three continuous improvement collaboratives driving toward the North Star Goals of the Future Ready Bexar County Plan to increase post-secondary enrollment of Bexar County high school graduates to 70 by 2030. The Restorative Practices Collaborative is a multi-sector community of practice whose primary aim is to scale and integrate restorative practices in student serving spaces. In schools, restorative practices are a non-punitive, non-exclusionary approach to dealing with harm, replacing traditional retributive approaches for when young people violate rules.

Form 990, Part IV, Section B, Line 15C

The finance committee reviews comparable information regarding Executive Directors salaries in the local area. The information is discussed at an executive committee meeting which acts as a compensation review committee, with the finance committee making recommendations based upon comparaility data and the financial strength of the organization. Comparability information was put together by the Executive Director on all staff members of P16 Plus. Information from the San Antonio Area Foundation analysis of non-profit compensation was utilized to make the comparisons. The data was presented to the executive committee for review and approval. The percentage increase in employee compensation is identified in the annual budget process and approved by the entire Board of Directors annually.

Form 990, Part XI, Line 9

Rounding difference .01

Financial Statement Notes

X 2

The Organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements

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