SAN ANTONIO MEDICAL FOUNDATION

EIN: 741366280 501(c)(3) Health Care

SAN ANTONIO, TX

Total Revenue
$1,929,784
Total Expenses
$1,543,679
Total Assets
$9,473,568
Net Assets
$9,189,065
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1947
Legal Domicile
TX
Principal Officer
RICHARD PEREZ
Phone
2106143724
Tax Period
2025-01-01 to 2025-12-31

SAN ANTONIO MEDICAL FOUNDATION, founded in 1947, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2025. The organization ran a surplus of $386K, a strong 20% operating margin.

Mission

THE MISSION OF THE SAN ANTONIO MEDICAL FOUNDATION IS TO IMPROVEHEALTH CARE, ADVANCE BIOMEDICAL SCIENCE, AND ENHANCE COMMUNITYWELL-BEING BY PROVIDING LEADERSHIP & ACTIVE STEWARDSHIP OF OUR LANDAND OTHER ASSETS.

Program Service Accomplishments

Program 1
Expenses: $1,302,727 Revenue: $1,893,303

THE FOUNDATION PROMOTES AND PROVIDES ASSISTANCE IN THE ESTABLISHMENT, SUPPORT, AND MAINTENANCE OF NOT-FOR-PROFIT HEALTH CARE FACILITIES. IT ALSO PROMOTES AND PROVIDES ASSISTANCE IN HEALTH CARE...

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THE FOUNDATION PROMOTES AND PROVIDES ASSISTANCE IN THE ESTABLISHMENT, SUPPORT, AND MAINTENANCE OF NOT-FOR-PROFIT HEALTH CARE FACILITIES. IT ALSO PROMOTES AND PROVIDES ASSISTANCE IN HEALTH CARE EDUCATION. ORGANIZATIONS THAT MEET THE ABOVE CRITERIA MAY SUBMIT A LETTER OF INTENT TO THE LAND USE COMMITTEE, WHO RECOMMENDS THE ORGANIZATION TO THE BOARD OF TRUSTEES. THE BOARD OF THE TRUSTEES GRANTS APPROVAL FOR ALL QUALIFIED LAND REQUESTS AND OTHER PROGRAM SERVICE DISBURSEMENTS. DURING 2025, THE ESTIMATED VALUE OF DONATED LEASES FOR MEDICAL ORGANIZATIONS WAS $1,435,803. IN AN EFFORT TO PROMOTE HEALTH AND WELLNESS, A WALKING/JOGGING TRAIL IS AVAILABLE FOR USE BY THE GENERAL PUBLIC. THE HEALTHY KIDS PROJECT IS FOCUSED ON GRADES K-2 BELIEVING THAT IF YOU TEACH THE CHILD EARLY IN LIFE, YOU MAY AFFECT NOT ONLY THE CHILD, BUT THE CHILD'S FAMILY AS WELL. THE PROJECT WAS PRODUCED IN CONJUNCTION WITH KLRN (PUBLIC TELEVISION). THE PROGRAM CONSISTS OF: 1) INTERSTITIALS BETWEEN CHILDREN'S EDUCATIONAL PROGRAMS ON KLRN (THINK COMMERCIALS ON REGULAR TELEVISION), 2) DOWNLOADABLE LESSON PLANS ON THE KLRN WEBSITE FOR USE IN CLASSROOMS, AND 3) DVDS FOR THE CLASSROOM AND HOME LOAN. LESSONS INCLUDE SHORT VIDEOS, SONGS AND CHANTS THAT THE STUDENTS CAN LEARN QUICKLY AND EASILY TO HELP THEM REMEMBER SUCH THINGS AS "DRINK WATER AND ARE AVAILABLE IN BOTH ENGLISH AND SPANISH. INPUT FROM LOCAL EDUCATORS, DIETICIANS AND PHYSICIANS WAS CRITICAL IN DEVELOPING THE CURRICULUM FOR THIS PROJECT. THE PROJECT HAS BEEN DISTRIBUTED AND PROMOTED IN SCHOOL DISTRICTS THROUGHOUT THE LOCAL COMMUNITY. THE LOCAL CHAPTER OF THE UNITED WAY IS ALSO USING IT IN SEVERAL INITIATIVES WITH CHILDREN AND ALSO PARENT GROUPS. THE LESSON PLANS NOT ONLY MEET THE TEXAS EDUCATIONAL CRITERIA BUT HAS ALSO BEEN MODIFIED TO MEET NATIONAL EDUCATIONAL STANDARDS AS WELL. IT HAS BEEN PLACED ON PBS LEARNING MEDIA. THE HEALTHY KIDS PROJECT IS FREE TO EVERYONE. THE SAN ANTONIO MOBILE MENTAL WELLNESS COLLABORATIVE IS THE FIRST OF ITS KIND IN THE NATION. THE COLLABORATIVE IS MADE UP OF SEVERAL NONPROFIT ORGANIZATIONS WHO MAKE IT THEIR MISSION TO BRING THE MUCH-NEEDED MENTAL HEALTH SERVICES OUT OF THE AGENCY AND INTO THE PUBLIC SCHOOL SETTING. IT IS AN UPSTREAM COLLABORATIVE FOCUSING ON PREVENTION SO THAT PUBLIC SCHOOLS DO NOT HAVE TO CONCENTRATE FULLY ON INTERVENTION. IN ORDER FOR THE COLLABORATIVE TO ENSURE THE PARTNERSHIP IS SUCCESSFUL AND CONTINUE TO EXPAND AND REACH MORE CHILDREN AND THEIR FAMILIES, IT NEEDED AN EXECUTIVE DIRECTOR. THE FOUNDATION PROVIDED FUNDS FOR AN EXECUTIVE DIRECTOR'S SALARY AND MAY PROVIDE ADDITIONAL FUNDS BASED ON GROWTH AND EXPANSION IN FUTURE YEARS.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $80,152
Program Service Revenue $0
Investment Income $27,464
Other Revenue $1,822,168
TOTAL REVENUE $1,929,784

Expense Breakdown

Grants Paid $412,735
Salaries & Benefits $431,458
Fundraising Expenses $41,241
Program Expenses $1,302,727
Other Expenses $699,486
TOTAL EXPENSES $1,543,679

Year-over-Year Comparison

2025 2024 Change
Revenue $1,929,784 $1,829,452 +0.1%
Expenses $1,543,679 $1,492,287 +0.0%
Net Income $386,105 $337,165 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
34
Independent Members
34
Employees
2
Volunteers
43

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
6
$290,640
Total Directors
34
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARIO BARRERA SECRETARY 1.50
Officer Director
$0 $0 $0
STEPHANIE CHANDLER PAST CHAIR 1.50
Officer Director
$0 $0 $0
BYRON HEPBURN MD CHAIR 1.50
Officer Director
$0 $0 $0
GABRIELE NIEDERAUER PHD CHAIR-ELECT 1.50
Officer Director
$0 $0 $0
DENISE GREEN TREASURER 1.50
Officer Director
$0 $0 $0
CHRIS CARMONA DIRECTOR 1.50
Director
$0 $0 $0
MARK CARVAJAL DIRECTOR 1.50
Director
$0 $0 $0
TAYLOR DAWSON DIRECTOR 1.50
Director
$0 $0 $0
NICOLE FOY DIRECTOR 1.50
Director
$0 $0 $0
PHYLLIS GALLAY DIRECTOR 1.50
Director
$0 $0 $0
BRIGITTA GLICK DIRECTOR 1.50
Director
$0 $0 $0
ALAN GRETZINGER DIRECTOR 1.50
Director
$0 $0 $0
GEORGE HERNANDEZ DIRECTOR 1.50
Director
$0 $0 $0
JOHN HINCHEY MD DIRECTOR 1.50
Director
$0 $0 $0
MEREDITH HOWARD DIRECTOR 1.50
Director
$0 $0 $0
JELYNNE LEBLANC JAMISON DIRECTOR 1.50
Director
$0 $0 $0
BRENDA VICKREY JOHNSON DIRECTOR 1.50
Director
$0 $0 $0
MARCEL JOHNSON DIRECTOR 1.50
Director
$0 $0 $0
JOHN KEETON DIRECTOR 1.50
Director
$0 $0 $0
ROB KILLEN DIRECTOR 1.50
Director
$0 $0 $0
SUSAN MCGEE DIRECTOR 1.50
Director
$0 $0 $0
JOE MCKINNEY DIRECTOR 1.50
Director
$0 $0 $0
LETICIA MOND DIRECTOR 1.50
Director
$0 $0 $0
LYSSA OCHOA MD DIRECTOR 1.50
Director
$0 $0 $0
GEORGE PEOPLES MD DIRECTOR 1.50
Director
$0 $0 $0
DAVE PETERSEN DIRECTOR 1.50
Director
$0 $0 $0
PJ PFEIFFER DIRECTOR 1.50
Director
$0 $0 $0
RYAN RUMMEL DIRECTOR 1.50
Director
$0 $0 $0
BOB SHEMWELL DIRECTOR 1.50
Director
$0 $0 $0
ZEKE SILVA MD DIRECTOR 1.50
Director
$0 $0 $0
GURPAUL SINGH DIRECTOR 1.50
Director
$0 $0 $0
MARY STEPHENSON DIRECTOR 1.50
Director
$0 $0 $0
CHRIS TALLEY DIRECTOR 1.50
Director
$0 $0 $0
GEORGE WOMMACK DIRECTOR 1.50
Director
$0 $0 $0
RICHARD PEREZ PRESIDENT 40.00
Officer
$290,640 $0 $290,640
KAREN BLANCHETTE DIRECTOR, BOARD AND PUB 40.00
Highest
$147,140 $0 $147,140
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
2025 $1,929,784 $1,543,679 $9,473,568 $386,105
2024 $1,829,452 $1,492,287 $8,856,851 $337,165
2023 $1,580,578 $1,664,879 $8,578,152 $-84,301
2022 $1,417,792 $1,237,529 $8,554,019 $180,263
2021 $1,195,087 $1,125,641 $8,485,166 $69,446
2020 $1,134,166 $8,589,719 $8,415,822 $-7,455,553
2019 $1,163,072 $11,429,756 $8,350,520 $-10,266,684
2018 $1,053,849 $982,288 $8,720,260 $71,561
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