Civic Intelligence

Samf Fund

990 • Fiscal year 2019 • EIN 82-2798932

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 02, 2020

Organization ProfileN/A
PO Box 29736San Antonio, TX 78229

(210) 614-3724

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$249,025

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

91%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$16,767,884

Up $2,711,046 (+19%) from 2018

Net Assets

Up

$16,766,007

Up $2,713,657 (+19%) from 2018

Liabilities

Down

$1,877

Down $2,611 (-58%) from 2018

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin90th percentile

Revenue

Up

$1,043,182

Up $497,063 (+91%) from 2018

Expenses

Up

$535,701

Up $444 (+0.1%) from 2018

Net Income

Up

$507,481

Up $496,619 (+4572%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $14,056,838Liabilities 2018: $4,488Net Assets 2018: $14,052,3502018Assets 2019: $16,767,884Liabilities 2019: $1,877Net Assets 2019: $16,766,0072019Assets 2020: $18,683,228Liabilities 2020: $34,389Net Assets 2020: $18,648,8392020Assets 2021: $20,494,020Liabilities 2021: $3,394Net Assets 2021: $20,490,6262021Assets 2022: $16,726,047Liabilities 2022: $108,193Net Assets 2022: $16,617,8542022Assets 2023: $19,372,053Liabilities 2023: $1,776Net Assets 2023: $19,370,2772023Assets 2024: $21,489,752Liabilities 2024: $34,308Net Assets 2024: $21,455,4442024

Highlighted filing

2019

Assets$16,767,884
Liabilities$1,877
Net Assets$16,766,007
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $546,119Expenses 2018: $535,257Net Income 2018: $10,8622018Revenue 2019: $1,043,182Expenses 2019: $535,701Net Income 2019: $507,4812019Revenue 2020: $605,142Expenses 2020: $847,344Net Income 2020: -$242,2022020Revenue 2021: $621,116Expenses 2021: $893,813Net Income 2021: -$272,6972021Revenue 2022: $578,208Expenses 2022: $992,235Net Income 2022: -$414,0272022Revenue 2023: $1,104,778Expenses 2023: $811,507Net Income 2023: $293,2712023Revenue 2024: $887,695Expenses 2024: $1,054,767Net Income 2024: -$167,0722024

Highlighted filing

2019

Revenue$1,043,182
Expenses$535,701
Net Income$507,481
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 2, 2020
Return Version
2019v5.1
Gross Receipts
$1,853,582
Mission and Program Overview

Mission

The primary activity of samf fund is to support the san antonio medical foundation, a 501(c) (3) organization by managing its investments and unrelated real estate.

The primary activity of samf fund is to support the san antonio medical foundation, a 501(c)(3) organization by managing its investments and unrelated real estate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,196,719$16,021,531▲ $11,824,812
Investments Other Securities$9,048,609$0▼ $9,048,609
Land, Buildings, and Equipment, Net$531,550$528,155▼ $3,395
Cash and Non-Interest-Bearing Accounts$279,960$218,198▼ $61,762
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$14,056,838$16,767,884▲ $2,711,046
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,488$1,877▼ $2,611
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,488$1,877▼ $2,611
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,726,750$15,592,353▲ $3,865,603
Net Assets With Donor Restrictions$2,325,600$1,173,654▼ $1,151,946
Total Net Assets Fund Balance$14,052,350$16,766,007▲ $2,713,657
Total Liabilities and Net Assets / Fund Balance$14,056,838$16,767,884▲ $2,711,046

Asset Categories

AssetBook ValueDepreciationBasis
Land$479,149-$479,149
Buildings$49,006$46,014$95,020
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,568,631-▼ $359,977$35,000$1,173,654
2018$1,075,600-▲ $528,796$35,765$1,568,631
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Ray BerendChair
James R ReedPresident
Denise GreenTrustee
Elizabeth CrawfordTrustee
George ScofieldTrustee
Leticia MondTrustee
Lisa FrielTrustee
Phil PfeifferTrustee
bryan alsip md mphtrustee
connie gilbertsecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$350,000
Program Service Revenue
$0
Investment Income
$420,453
Other Revenue
$272,729
Change in Net Assets
$507,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,020,070
Revenue Not Reported on Financial Statements
$23,112
Revenue Not Reported on Form 990
$15,297,515
Total Revenue per Audited Statements
$16,317,585
Total Revenue per Form 990
$1,043,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$442,315
Other Expenses$75,249
Salaries, Compensation, and Employee Benefits$18,137
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$442,315--$442,315
Fees for Service Investment Mgmnt Fees-$23,112-$23,112
Other Salaries and Wages-$18,137-$18,137
Other Expenses-$15,000-$15,000
Insurance-$6,991-$6,991
Office Expenses-$3,777-$3,777
Depreciation Depletion-$3,395-$3,395
Fees for Services Legal-$350-$350
Total Functional Expenses$442,315$93,386$0$535,701

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,982,097
Expenses Not Reported on Form 990$13,469,508
Total Expenses per Form 990$535,701
Expenses per Audited Statements$512,589
Expenses Not Reported on Financial Statements$23,112
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ut health science center san antonioSan Antonio, TX501(c)(3)diabetes research$199,961
texas biomedical research instituteSan Antonio, TX501(c)(3)cancer research$173,354
san antonio fire departmentsan antonio, TX-trauma care$69,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 12C

“In order to determine whether a financial interest of an interested person may result in a conflict of interest, each Trustee, Officer, and committee or task force member having a possible conflict of interest on any matter under consideration at any Meeting of Trustees (as defined in Section III below) must disclose the full nature of the interest to the other Trustees or committee or task force members. If it is determined that a conflict of interest exists, the following procedures shall be used to address the conflict of interest: The interested Trustee(s), Officer(s), or committee or task force member(s) must leave the Meeting of Trustees during the discussion of and the vote on the transaction or arrangement which results in the conflict of interest. Further, if the vote on the transaction or arrangement is deferred to a later date, the interested Trustee(s), Officer(s), or committee or task force member(s) shall not advocate to other Trustees, Officers, or committee or task force members a specific action or decision relating to the transaction or arrangement during the time prior to the date of the vote thereon. If appropriate, a non-interested person, committee, subcommittee or task force shall be appointed by the Board or committee to investigate alternatives to the proposed transaction or arrangement. The non-interested Trustee(s) or committee or task force members, by a majority vote of non-interested Trustees or committee or task force members present, must determine that the transaction or arrangement is in the best interest of Fund and for its own benefit, is fair and reasonable to Fund and, after exercising due diligence, must determine that Fund could not obtain a more materially advantageous transaction or arrangement with reasonable efforts under the circumstances.”

Filing and Contact Details

Filer

Filer Name
Samf Fund
EIN
82-2798932
In Care Of
% JAMES R REED
Phone
2106143724
Address
PO BOX 29736, SAN ANTONIO, TX 78229

Signing Officer

Name
James R Reed
Title
President
Phone
2103428000
Signed
2020-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James R Reed
Formed
2017
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
N Ari Berlin
Phone
2103428000
Supplemental Narrative

Financial Statement Notes

FORM 990, SCHEDULE D, PART XI, LINE 2D

“Income from San Antonio Medical Foundation”

FORM 990, SCHEDULE D, PART XII, LINE 4B

“Expenses from San Antonio Medical Foundation”

Form 990, Schedule D, Part V, Line 4

“The foundation's intended use of the endowment funds is to support strategic studies and their implementation, so as to identify and promote healthcare needs for the citizens of san antonio and south texas. The investments are held and managed by fidelity investments.”

Form 990, Schedule D, Part X, Line 2

“The Foundation is a not-for-profit, Section 501(c)(3) organization. The Foundation accounts for uncertain tax positions, when applicable, through the provisions of ASC 740-10-25. Under ASC 740-10-25, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. At December 31, 2019 and 2018, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2016. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2019 and 2018, the Foundation did not recognize any related interest or penalties.”

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IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0351559
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0351559
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09048609
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04196719
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016021531
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt046014
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0531550
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0528155
IRS990/LandBldgEquipCostOrOtherBssAmt0574169
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0791166
IRS990/LessRentalExpensesGrp/RealAmt019234
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PRIMARY ACTIVITY IS TO SUPPORT THE SAN ANTONIO MEDICAL FOUNDATION, A 501(C)(3) ORGANIZATION, BY MANAGING ITS INVESTMENTS AND UNRELATED REAL ESTATE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt014052350
IRS990/NetAssetsOrFundBalancesEOYAmt016766007
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt068894
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt068894
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt068869
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0203860
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0272729
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02206178
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011726750
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015592353
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03777
IRS990/OfficeExpensesGrp/TotalAmt03777
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0HEALTH ISSUES EVENT
IRS990/OtherExpensesGrp/Desc1CONSULTANTS
IRS990/OtherExpensesGrp/Desc2SPONSORSHIP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12624
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215000
IRS990/OtherExpensesGrp/TotalAmt020000
IRS990/OtherExpensesGrp/TotalAmt12624
IRS990/OtherExpensesGrp/TotalAmt215000
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018137
IRS990/OtherSalariesAndWagesGrp/TotalAmt018137
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JAMES R REED
IRS990/PriorPeriodAdjustmentsAmt0-2
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0418000
IRS990/PYInvestmentIncomeAmt0263490
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt082537
IRS990/PYOtherRevenueAmt0282629
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010862
IRS990/PYSalariesCompEmpBnftPaidAmt034720
IRS990/PYTotalExpensesAmt0535257
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0546119
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0507481
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0350000
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0272729
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741366280
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAN ANTONIO MEDICAL FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt049006
IRS990ScheduleD/BuildingsGrp/DepreciationAmt046014
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt095020
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01568631
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01173654
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-359977
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt035000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01075600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01568631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0528796
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt035765
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt02475
IRS990ScheduleD/DonatedServicesUseFcltsAmt02475
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt013469508
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt023112
IRS990ScheduleD/ExpensesSubtotalAmt0512589
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt023112
IRS990ScheduleD/InvestmentExpensesNotIncldAmt023112
IRS990ScheduleD/LandGrp/BookValueAmt0479149
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0479149
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02206178
IRS990ScheduleD/OtherExpensesIncludedAmt013467033
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,767,884
Liabilities
$1,877
Net assets
$16,766,007
Revenue
$1,043,182
Expenses
$535,701
Net income
$507,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.5$0.03$21.5$0.89$1.05$0.17
2023Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.10$0.81$0.29
2022Detailed filing. Detailed filing data is available for this year.$16.7$0.11$16.6$0.58$0.99$0.41
2021Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.62$0.89$0.27
2020Detailed filing. Detailed filing data is available for this year.$18.7$0.03$18.6$0.61$0.85$0.24
2019Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$1.04$0.54$0.51
2018Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.55$0.54$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00