Civic Intelligence

Samf Fund

990 • Fiscal year 2020 • EIN 82-2798932

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

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

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.06x

Higher debt load relative to revenue than 16% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

8th percentile

-40%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2020

Revenue Growth

57th percentile

5.3%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$18,683,228

Up $1,915,344 (+11%) from 2019

Net Assets

Up

$18,648,839

Up $1,882,832 (+11%) from 2019

Liabilities

Up

$34,389

Up $32,512 (+1732%) from 2019

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin8th percentile

Revenue

Down

$605,142

Down $438,040 (-42%) from 2019

Expenses

Up

$847,344

Up $311,643 (+58%) from 2019

Net Income

Down

-$242,202

Down $749,683 (-148%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2020

Assets$18,683,228
Liabilities$34,389
Net Assets$18,648,839
Open 2020 Filing

Operations Trend

Revenue Growth57th 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

2020

Revenue$605,142
Expenses$847,344
Net Income-$242,202
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Gross Receipts
$625,291
Mission and Program Overview

Mission

The primary activity 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$16,021,531$17,773,780▲ $1,752,249
Land, Buildings, and Equipment, Net$528,155$524,760▼ $3,395
Cash and Non-Interest-Bearing Accounts$218,198$377,188▲ $158,990
Prepaid Expenses and Deferred Charges$0$7,500▲ $7,500
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 Other Securities$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
Total Assets$16,767,884$18,683,228▲ $1,915,344
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,877$34,389▲ $32,512
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$1,877$34,389▲ $32,512
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,592,353$17,346,104▲ $1,753,751
Net Assets With Donor Restrictions$1,173,654$1,302,735▲ $129,081
Total Net Assets Fund Balance$16,766,007$18,648,839▲ $1,882,832
Total Liabilities and Net Assets / Fund Balance$16,767,884$18,683,228▲ $1,915,344

Asset Categories

AssetBook ValueDepreciationBasis
Land$479,149-$479,149
Buildings$45,611$49,409$95,020

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,173,654-▲ $173,581$44,500$1,302,735
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 PayScore unavailable

Board Members and Trustees

NameTitle
ray berendChair
James R ReedPresident
George Scofielddirector
Leticia Monddirector
connie gilbertdirector
denise greendirector
elizabeth crawforddirector
lisa frieldirector
philip pfeifferdirector
Revenue and Support

Revenue Composition

Contributions and Grants
$250
Program Service Revenue
$0
Investment Income
$315,555
Other Revenue
$289,337
All Other Contributions
$250
Change in Net Assets
$-242,202

Audited Revenue Reconciliation

Revenue per Audited Statements
$580,739
Revenue Not Reported on Financial Statements
$24,403
Revenue Not Reported on Form 990
$12,319,345
Total Revenue per Audited Statements
$12,900,084
Total Revenue per Form 990
$605,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$743,527
Other Expenses$85,191
Salaries, Compensation, and Employee Benefits$18,626
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$743,527--$743,527
Fees for Service Investment Mgmnt Fees-$24,403-$24,403
Other Expenses-$19,500-$19,500
Other Salaries and Wages-$18,626-$18,626
Fees for Services Legal-$4,428-$4,428
Depreciation Depletion-$3,395-$3,395
Office Expenses-$2,505-$2,505
Insurance-$1,757-$1,757
Total Functional Expenses$743,527$103,817$0$847,344

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,045,119
Expenses Not Reported on Form 990$10,222,178
Total Expenses per Form 990$847,344
Expenses per Audited Statements$822,941
Expenses Not Reported on Financial Statements$24,403
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
university of texas at san antoniosan antonio, TX-Collaborative Grants$329,932
ut health science center san antonioSan Antonio, TX501(c)(3)Collaborative Grants$213,647
southwest research instituteSan Antonio, TX-Collaborative Grants$199,948
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 reed
Title
President
Phone
2103428000
Signed
2021-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
james reed
Formed
2017
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

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 and eliminations from consolidation”

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

“Expenses from San Antonio Medical Foundation and eliminations from consolidation”

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, 2020 and 2019, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2017. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2020 and 2019, the Foundation did not recognize any related interest or penalties.”

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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.
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07500
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAN ANTONIO MEDICAL FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt049409
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt095020
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01302735
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0173581
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt024403
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0479149
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02125034
IRS990ScheduleD/OtherExpensesIncludedAmt010219703
IRS990ScheduleD/OtherRevenueAmt010191836
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.38860
IRS990ScheduleD/RevenueNotReportedAmt012319345
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt024403
IRS990ScheduleD/RevenueSubtotalAmt0580739
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Income from San Antonio Medical Foundation and eliminations from consolidation
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Expenses from San Antonio Medical Foundation and eliminations from consolidation
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3The 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, 2020 and 2019, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2017. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2020 and 2019, the Foundation did not recognize any related interest or penalties.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART XI, LINE 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE D, PART XII, LINE 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, SCHEDULE D, PART X, LINE 2
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IRS990ScheduleD/TotalExpensesPerForm990Amt0847344
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IRS990ScheduleD/TotalRevenuePerForm990Amt0605142
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012900084
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011045119
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0213647
IRS990ScheduleI/RecipientTable/CashGrantAmt1329932
IRS990ScheduleI/RecipientTable/CashGrantAmt2199948

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,683,228
Liabilities
$34,389
Net assets
$18,648,839
Revenue
$605,142
Expenses
$847,344
Net income
-$242,202
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