IMPACT SAN ANTONIO FOUNDATION INC

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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

2004

Legal Domicile

Principal Officer

ANGELLE ST GERMAIN

Phone

2106173780

Tax Period

2023-01-01 to 2023-12-31

IMPACT SAN ANTONIO FOUNDATION INC, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $656K in total revenue in fiscal year 2023. Expenses of $722K exceeded revenue, resulting in a 10% operating deficit.

Mission

THE MISSION OF IMPACT SAN ANTONIO IS WOMEN JOINING TOGETHER TO PROVIDE SUBSTANTIAL GRANTS TO NON-PROFIT ORGANIZATIONS IN THE GREATER SAN ANTONIO COMMUNITY THROUGH THE POWER OF COLLECTIVE PHILANTHROPY. EACH YEAR, WOMEN JOIN AS INDIVIDUAL OR SHARED MEMBERS. 100% OF EACH 1,000 MEMBERSHIP GOES TOWARD THE GRANT POOL WITH THE ANNUAL GOAL OF AWARDING AT LEAST FIVE 100,000 GRANTS TO NON-PROFITS IN BEXAR AND CONTIGUOUS COUNTIES. GRANT RECIPIENTS ARE DETERMINED THROUGH A COMPREHENSIVE REVIEW PROCESS AND MEMBER VOTING.

Program Service Accomplishments

Program 1

Expenses: $651,062

THROUGH THE COLLECTIVE GIVING OF ITS MEMBERS, IMPACT SAN ANTONIO FUNDS SUBSTANTIAL GRANTS TO NON-PROFIT ORGANIZATIONS IN BEXAR COUNTY AND CONTIGUOUS COUNTIES. GRANT APPLICATIONS ARE ACCEPTED FOR 5...

THROUGH THE COLLECTIVE GIVING OF ITS MEMBERS, IMPACT SAN ANTONIO FUNDS SUBSTANTIAL GRANTS TO NON-PROFIT ORGANIZATIONS IN BEXAR COUNTY AND CONTIGUOUS COUNTIES. GRANT APPLICATIONS ARE ACCEPTED FOR 5 FOCUS AREAS: ARTS & CULTURE, EDUCATION, FAMILY, ENVIRONMENT-RECREATION-PRESERVATION, AND HEALTH & WELLNESS. TEAMS OF MEMBER VOLUNTEERS USE A COMPREHENSIVE PROCESS TO REVIEW APPLICATIONS TO SELECT FINALISTS IN EACH FOCUS AREA. MEMBERS VOTE TO DETERMINE GRANT RECIPIENTS. IN 2023, OVER 600 NEW AND RETURNING MEMBERS JOINED TOGETHER IN OVER 550 MEMBERSHIPS. 100% OF EACH 1,000 MEMBERSHIP WENT TOWARD THE GRANT POOL, ENABLING THE AWARD OF SIX 100,000 AS WELL AS FOUR 10,000 GRANTS. BECAUSE IMPACT SAN ANTONIO IS A VOLUNTEER-RUN ORGANIZATION, WE ALSO RELY ON OUR MEMBERS TO EFFICIENTLY PERFORM ALL OPERATING FUNCTIONS. MEMBER ENGAGEMENT IS HIGH, WITH RETENTION OVER 80%

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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 $637,028

Program Service Revenue $0

Investment Income $19,261

Other Revenue $0

TOTAL REVENUE $656,289

Expense Breakdown

Grants Paid $640,000

Salaries & Benefits $0

Fundraising Expenses $46,336

Program Expenses $651,062

Other Expenses $82,063

TOTAL EXPENSES $722,063

Year-over-Year Comparison

	2023	2022	Change
Revenue	$656,289	$676,801	0.0%
Expenses	$722,063	$620,359	+0.2%
Net Income	$-65,774	$56,442	-2.2%

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

N/A

Volunteers

166

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELLE ST GERMAIN	PRESIDENT	5.00	Officer Director	$0	$0	$0
ELIZABETH GARRETSON	VICE-PRES OP	10.00	Officer Director	$0	$0	$0
LAURIE KAPLAN	VICE-PRES ME	11.00	Officer Director	$0	$0	$0
SHIRLEY BENNETT	TREASURER	7.00	Officer Director	$0	$0	$0
NANCY VAUGHAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JENNIFER BENNETT	DIRECTOR	6.00	Director	$0	$0	$0
LISA COHICK	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER BLIGH	DIRECTOR	5.00	Director	$0	$0	$0
CAROL LEE	DIRECTOR	7.00	Director	$0	$0	$0
KAREN DAVIS	DIRECTOR	3.00	Director	$0	$0	$0
YVONNE GROTHUES	DIRECTOR	3.00	Director	$0	$0	$0
AUDREY LAIRD	DIRECTOR	6.00	Director	$0	$0	$0
COURTNEY LAVERTY	DIRECTOR	1.00	Director	$0	$0	$0
ANNE LEDET	DIRECTOR	3.00	Director	$0	$0	$0
JENNIE MACNAUGHTON	DIRECTOR	6.00	Director	$0	$0	$0
MARY MASSEY	DIRECTOR	5.00	Director	$0	$0	$0
KARLA BROADUS	DIRECTOR	2.00	Director	$0	$0	$0
ANNMARIE SIMONSON	DIRECTOR	2.00	Director	$0	$0	$0
ROSE URBANCZYK	DIRECTOR	3.00	Director	$0	$0	$0
TONI RIESTER-WOOD	DIRECTOR	1.00	Director	$0	$0	$0
JENN ROSENBLATT	DIRECTOR	2.00	Director	$0	$0	$0
SHARON SCHWEITZER	DIRECTOR	4.00	Director	$0	$0	$0
CHANTAE RECASNER	DIRECTOR	1.00	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	$656,289	$722,063	$1,237,793	$-65,774
2022	$676,801	$620,359	$1,147,567	$56,442
2021	$654,682	$591,773	$826,704	$62,909