Civic Intelligence

Samf Fund

990 • Fiscal year 2022 • EIN 82-2798932

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 15, 2023

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

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

47th percentile

0.19x

Higher debt load relative to revenue than 47% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

5th percentile

-72%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$258,500

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 44.7% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-6.9%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$16,726,047

Down $3,767,973 (-18%) from 2021

Net Assets

Down

$16,617,854

Down $3,872,772 (-19%) from 2021

Liabilities

Up

$108,193

Up $104,799 (+3088%) from 2021

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin5th percentile

Revenue

Down

$578,208

Down $42,908 (-6.9%) from 2021

Expenses

Up

$992,235

Up $98,422 (+11%) from 2021

Net Income

Down

-$414,027

Down $141,330 (-52%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2022

Assets$16,726,047
Liabilities$108,193
Net Assets$16,617,854
Open 2022 Filing

Operations Trend

Revenue Growth30th 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

2022

Revenue$578,208
Expenses$992,235
Net Income-$414,027
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,470,758
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$19,768,259$15,989,409▼ $3,778,850
Land, Buildings, and Equipment, Net$524,760$521,365▼ $3,395
Cash and Non-Interest-Bearing Accounts$83,865$200,273▲ $116,408
Accounts Receivable$102,136$0▼ $102,136
Prepaid Expenses and Deferred Charges$15,000$15,000→ $0
Savings and Temporary Cash Investments$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$20,494,020$16,726,047▼ $3,767,973
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,394$108,193▲ $104,799
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$3,394$108,193▲ $104,799
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,007,649$15,391,850▼ $3,615,799
Net Assets With Donor Restrictions$1,482,977$1,226,004▼ $256,973
Total Net Assets Fund Balance$20,490,626$16,617,854▼ $3,872,772
Total Liabilities and Net Assets / Fund Balance$20,494,020$16,726,047▼ $3,767,973

Asset Categories

AssetBook ValueDepreciationBasis
Land$479,149-$479,149
Buildings$42,216$52,804$95,020

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,482,977-▼ $236,973$20,000$1,226,004
2021$1,302,735-▲ $195,242$15,000$1,482,977
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 Pay72nd percentile

Board Members and Trustees

NameTitle
Leticia Mondchair
James R ReedPresident
Harry Schwethelmdirector
connie gilbertdirector
denise greendirector
elizabeth crawforddirector
lisa frieldirector
philip pfeifferdirector
ray berenddirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$290,138
Other Revenue
$288,070
Change in Net Assets
$-414,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$554,231
Revenue Not Reported on Financial Statements
$23,977
Revenue Not Reported on Form 990
$2,843,773
Total Revenue per Audited Statements
$3,398,004
Total Revenue per Form 990
$578,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$917,965
Other Expenses$54,578
Salaries, Compensation, and Employee Benefits$19,692
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$917,965--$917,965
Fees for Service Investment Mgmnt Fees-$23,978-$23,978
Advertising-$20,000$0$20,000
Other Salaries and Wages-$19,692-$19,692
Office Expenses-$3,760-$3,760
Depreciation Depletion-$3,395-$3,395
Insurance-$1,845-$1,845
Other Expenses-$1,600-$1,600
Total Functional Expenses$917,965$74,270$0$992,235

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,827,719
Expenses Not Reported on Form 990$2,859,461
Total Expenses per Form 990$992,235
Expenses per Audited Statements$968,258
Expenses Not Reported on Financial Statements$23,977
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for Advancing Veterans Health ResearchSan Antonio, TX501(c)(3)Collaborative Grant$200,000
Texas Biomedical Research InstituteSan Antonio, TX501(c)(3)Collaborative Grants$200,000
university of texas at san antoniosan antonio, TX501(c)(3)Collaborative Grants$200,000
southwest research instituteSan Antonio, TX501(c)(3)Collaborative Grants$172,965
ut health science center san antonioSan Antonio, TX501(c)(3)Collaborative Grants$100,000
Ronald McDonald House Charities of San AntonioSan Antonio, TX501(c)(3)Grant to help repair & renovate Sid Katz house$45,000
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 reed
Title
President
Phone
2103428000
Signed
2023-04-15
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
David G Weeks
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, 2022 and 2021, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2019. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2022 and 2021, 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/ExclusionAmt0355468
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0355468
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019768259
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015989409
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt052804
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0524760
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0521365
IRS990/LandBldgEquipCostOrOtherBssAmt0574169
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01873076
IRS990/LessRentalExpensesGrp/RealAmt019474
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/NetAssetsOrFundBalancesBOYAmt020490626
IRS990/NetAssetsOrFundBalancesEOYAmt016617854
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-65330
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt072017
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0216053
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0288070
IRS990/NetUnrlzdGainsLossesInvstAmt0-3458745
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt019007649
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015391850
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03760
IRS990/OfficeExpensesGrp/TotalAmt03760
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01600
IRS990/OtherExpensesGrp/TotalAmt01600
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019692
IRS990/OtherSalariesAndWagesGrp/TotalAmt019692
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/BOYAmt015000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015000
IRS990/PrincipalOfficerNm0james reed
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0825121
IRS990/PYInvestmentIncomeAmt0327864
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt049953
IRS990/PYOtherRevenueAmt0293252
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-272697
IRS990/PYSalariesCompEmpBnftPaidAmt018739
IRS990/PYTotalExpensesAmt0893813
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0621116
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-414027
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0288070
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
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt042216
IRS990ScheduleD/BuildingsGrp/DepreciationAmt052804
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt095020
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01482977
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01226004
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-236973
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01302735
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01482977
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195242
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01173654
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01302735
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0173581
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt044500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01568631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01173654
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-359977
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt035000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01075600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01568631
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0528796
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt035765
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt02547
IRS990ScheduleD/DonatedServicesUseFcltsAmt02547
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/ExpensesNotReportedAmt02859461
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt023977
IRS990ScheduleD/ExpensesSubtotalAmt0968258
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt023977
IRS990ScheduleD/InvestmentExpensesNotIncldAmt023977
IRS990ScheduleD/LandGrp/BookValueAmt0479149
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0479149
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3458745
IRS990ScheduleD/OtherExpensesIncludedAmt02856914
IRS990ScheduleD/OtherRevenueAmt06299971
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.41290
IRS990ScheduleD/RevenueNotReportedAmt02843773
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt023977
IRS990ScheduleD/RevenueSubtotalAmt0554231
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, 2022 and 2021, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2019. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2022 and 2021, 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
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.58710
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0521365
IRS990ScheduleD/TotalExpensesPerForm990Amt0992235
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0578208
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03398004
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03827719

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,726,047
Liabilities
$108,193
Net assets
$16,617,854
Revenue
$578,208
Expenses
$992,235
Net income
-$414,027
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