SAN ANGELO AREA FOUNDATION (EIN 731634145) - 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

2001

Legal Domicile

Principal Officer

MATT LEWIS

Phone

3259477071

Tax Period

2024-01-01 to 2024-12-31

SAN ANGELO AREA FOUNDATION, founded in 2001, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $41.5M in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.9M, a strong 50% operating margin.

Mission

MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTERESTS WITH COMMUNITY NEEDS OF THE AREA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $26,594,850

Program Service Revenue $0

Investment Income $14,873,259

Other Revenue $72,059

TOTAL REVENUE $41,540,168

Expense Breakdown

Grants Paid $18,485,426

Salaries & Benefits $999,511

Fundraising Expenses $577,605

Program Expenses $18,902,832

Other Expenses $1,195,796

TOTAL EXPENSES $20,680,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,540,168	$25,016,285	+0.7%
Expenses	$20,680,733	$15,433,939	+0.3%
Net Income	$20,859,435	$9,582,346	+1.2%

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

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

$533,994

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY BOYD	CHAIR	2.00	Officer Director	$0	$0	$0
PATRICK SHANNON	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
BRADY JOHNSON	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
CAMILLE YALE	PAST CHAIR	2.00	Officer Director	$0	$0	$0
JON BAILEY	EXECUTIVE COMMITTEE	2.00	Officer Director	$0	$0	$0
MARY BOSTER	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY BOZEMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARANDA EL MASRI	BOARD MEMBER	2.00	Director	$0	$0	$0
RONNIE D HAWKINS JR	BOARD MEMBER	2.00	Director	$0	$0	$0
FLOR LEOS	BOARD MEMBER	2.00	Director	$0	$0	$0
SHELLEY NEW	BOARD MEMBER	2.00	Director	$0	$0	$0
CARLOS ROBLEDO	BOARD MEMBER	2.00	Director	$0	$0	$0
GAYLA THORNTON	BOARD MEMBER	2.00	Director	$0	$0	$0
DREW WALLACE	BOARD MEMBER	2.00	Director	$0	$0	$0
TROYCE WILCOX	BOARD MEMBER	2.00	Director	$0	$0	$0
MATT LEWIS	PRESIDENT & CEO	40.00	Officer	$499,240	$34,754	$533,994
BRIANNE KILLAM	CFO	40.00	Highest	$122,000	$0	$122,000
JANET KARCHER	MARKETING VP	40.00	Highest	$122,000	$0	$122,000

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	$41,540,168	$20,680,733	$273,249,935	$20,859,435
2023	$25,016,285	$15,433,939	$241,441,918	$9,582,346
2022	$36,626,933	$13,249,615	$205,097,187	$23,377,318
2021	$42,062,458	$17,457,525	$221,834,647	$24,604,933
2020	$32,793,761	$13,772,098	$182,302,302	$19,021,663
2019	$20,458,623	$13,437,334	$173,855,815	$7,021,289
2018	$22,115,365	$11,704,122	$142,857,999	$10,411,243

SAN ANGELO AREA FOUNDATION