SAN ANTONIO AREA FOUNDATION GROUP RETURN (EIN 201110274) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

NADEGE SOUVENIR

Phone

2102252243

Tax Period

2023-01-01 to 2023-12-31

SAN ANTONIO AREA FOUNDATION GROUP RETURN, founded in 2003, is a mid-sized nonprofit that reported $14.1M in total revenue in fiscal year 2023. Revenue surged 159% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.0M, a strong 36% operating margin.

Mission

TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS AND SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR INTERN STIPENDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $11,969,376

Program Service Revenue $85,337

Investment Income $2,091,500

Other Revenue $0

TOTAL REVENUE $14,146,213

Expense Breakdown

Grants Paid $5,981,917

Salaries & Benefits $1,290,515

Fundraising Expenses $156,604

Program Expenses $7,879,247

Other Expenses $1,824,595

TOTAL EXPENSES $9,097,027

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,146,213	$5,464,500	+1.6%
Expenses	$9,097,027	$5,332,930	+0.7%
Net Income	$5,049,186	$131,570	+37.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,057,146

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARJORIE FRENCH - SAAFDN	PRESIDENT/CEO (UNTIL 5/31/23)	4.00	Officer	$0	$19,800	$459,258
DANIEL FISHMAN - CTS	CEO	40.00	Officer	$320,730	$19,244	$339,974
ARENDA BURNS - SAAFDN	CHIEF OPERATING OFFICER	4.00	Officer	$0	$42,821	$306,990
LISA BRUNSVOLD - SAAFDN	VP/INTERIM CEO	4.00	Officer	$0	$25,007	$289,430
DALIA CONTRERAS - CEP	CEO	40.00	Officer	$236,510	$14,191	$250,701
APRIL HANSARD - SAAFDN	CFO	4.00	Highest	$0	$23,679	$214,915
JENNIFER COOK - SAAFDN	DIRECTOR OF STRATEGY AND IMPACT	1.00	Highest	$0	$23,470	$181,640
PATRICIA MEJIA - SAAFDN	VP OF COMM. ENGAGEMENT (UNTIL 9/6/23)	4.00	Officer	$0	$10,576	$153,966
ANNE MESSBARGER - CHEF	VP COO (UNTIL 8/31/23)	40.00	Officer	$126,355	$25,531	$151,886
HERNAN ROZEMBERG	EXECUTIVE DIRECTOR OF MARKETING AND COMMUNICATIONS	1.00	Highest	$0	$17,267	$133,238
JANE PACCIONE - SAAFDN	MANAGING DIRECTOR OF COLLECTIVE IMPACT - SAAFDN	1.00	Highest	$0	$7,343	$129,729
ELISE PARMA - SAAFDN	ACCOUNTING MANAGER	4.00	Highest	$0	$12,650	$129,331
CYNTHIA CAMPBELL - SAAFDN	CFO (UNTIL 5/23/23)	4.00	Officer	$0	$6,799	$104,941
CHRIS BARBIC - CEP	TREASURER	1.00	Officer Director	$0	$0	$0
PRISCILLA CAMACHO - CEP	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY GRANT - CEP	SECRETARY	1.00	Officer Director	$0	$0	$0
KEN HALLIDAY - CEP	PRESIDENT	1.00	Officer Director	$0	$0	$0
JON HINOJOSA - CEP	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE BLANCO - CHEF	DIRECTOR	1.00	Director	$0	$0	$0
SUZIE MEAD FELDMAN - CHEF	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR SHAYLON RETTIG - CHEF	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA TYLER - CHEF	DIRECTOR	1.00	Director	$0	$0	$0
HENRY GONZALEZ III - CTS	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM S HARTE - CTS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LEWIS - CTS	CHAIR	1.00	Officer Director	$0	$0	$0
VICTORIA RICO - CTS	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL BASSICHIS - FOC	TREASURER	1.00	Officer Director	$0	$0	$0
KERRY BENEDICT - FOC	DIRECTOR	1.00	Director	$0	$0	$0
SHARON CROCKETT-RAY - FOC	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ROBINSON - FOC	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID ROBINSON JR - FOC	SECRETARY	1.00	Officer Director	$0	$0	$0
KIMBERLY ROBINSON - FOC	DIRECTOR	1.00	Director	$0	$0	$0
TRACY SHELTON - FOC	DIRECTOR	1.00	Director	$0	$0	$0
ART BAYERN - GUNN FAMILY FDN	DIRECTOR	1.00	Director	$0	$0	$0
RAYMOND R CARVAJAL - GUNN FAMILY FD	DIRECTOR	1.00	Director	$0	$0	$0
MARY CATHERINE MOLLY WALDEN - GUNN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHLEEN GUNN - GUNN FAMILY FDN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARILYN HARRINGTON - GUNN FAMILY FD	DIRECTOR	1.00	Director	$0	$0	$0
PETER WOLVERTON - GUNN FAMILY FDN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
SHARON CROCKETT-RAY - RAPIER ED FDN	SECRETARY	1.00	Officer Director	$0	$0	$0
LISSA MARTINEZ - RAPIER ED FDN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGE M RAPIER - RAPIER ED FDN	PRESIDENT	1.00	Officer Director	$0	$0	$0
NANCY REED - RAPIER ED FDN	TREASURER	1.00	Officer Director	$0	$0	$0
JUDY DALRYMPLE - REAL ESTATE SRVC	DIRECTOR	1.00	Director	$0	$0	$0
TRACY HAMMER - REAL ESTATE SRVC	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK KING - REAL ESTATE SRVC	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES LIFSHUTZ - REAL ESTATE SRVC	DIRECTOR	1.00	Director	$0	$0	$0
MARK MIDDLEMAN - REAL ESTATE SRVC	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
BRAD PARMAN - REAL ESTATE SRVC	CHAIR	1.00	Officer Director	$0	$0	$0
KATHERINE TAPLEY - REAL ESTATE SRVC	DIRECTOR	1.00	Director	$0	$0	$0
DON WALKER - REAL ESTATE SRVC	DIRECTOR	1.00	Director	$0	$0	$0
MINDI ALTERMAN - RICHMOND FAMILY FD	DIRECTOR	1.00	Director	$0	$0	$0
RAYMOND R CARVAJAL - RICHMOND FAMIL	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON KUSTOFF - RICHMOND FAMILY F	DIRECTOR	1.00	Director	$0	$0	$0
BRAD PARMAN - RICHMOND FAMILY FDN	DIRECTOR	1.00	Director	$0	$0	$0
AARONETTA PIERCE - RICHMOND FAMILY	DIRECTOR	1.00	Director	$0	$0	$0
CLAY RICHMOND - RICHMOND FAMILY FDN	SECRETARY	1.00	Officer Director	$0	$0	$0
GAIL RICHMOND - RICHMOND FAMILY FDN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN RICHMOND - RICHMOND FAMILY FDN	VICE PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
STEVE RICHMOND - RICHMOND FAMILY FD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALEXANDRA FREY - STUDENTS STARTUPS	PRESIDENT	1.00	Officer Director	$0	$0	$0
LUIS MARTINEZ - STUDENTS STARTUPS	DIRECTOR	1.00	Director	$0	$0	$0
THU NGUYEN - STUDENTS STARTUPS	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES WOODIN - STUDENTS STARTUPS	SECRETARY	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$14,146,213	$9,097,027	$43,127,440	$5,049,186
2022	$5,464,500	$5,332,930	$37,289,722	$131,570
2022	$5,464,500	$5,332,930	$37,289,722	$131,570
2021	$5,477,004	$8,123,178	$40,579,905	$-2,646,174
2020	$14,019,304	$11,857,127	$123,441,637	$2,162,177
2019	$17,889,422	$15,384,462	$122,673,953	$2,504,960
2018	$25,919,260	$9,937,935	$117,595,047	$15,981,325

SAN ANTONIO AREA FOUNDATION GROUP RETURN