SAN ANTONIO FOUNDATION FOR FREE EN… - Form 990 Financial Data

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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

1977

Legal Domicile

Principal Officer

DAVID E PETERSEN

Phone

2102292100

Tax Period

2018-01-01 to 2018-12-31

SAN ANTONIO FOUNDATION FOR FREE ENTERPRISE, founded in 1977, is a small nonprofit that reported $225K in total revenue in fiscal year 2018. Revenue surged 399% from the prior year, signaling strong growth momentum. The organization ran a surplus of $125K, a strong 55% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $86,274

THE FOUNDATION SUPPORTED PROGRAMS INCLUDING EDUCATION AND WORKFORCE DEVELOPMENT INITIATIVES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $225,000

Program Service Revenue $0

Investment Income $96

Other Revenue $0

TOTAL REVENUE $225,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,923

Fundraising Expenses $0

Program Expenses $86,274

Other Expenses $87,575

TOTAL EXPENSES $100,498

Year-over-Year Comparison

	2018	2017	Change
Revenue	$225,096	$45,069	+4.0%
Expenses	$100,498	$82,180	+0.2%
Net Income	$124,598	$-37,111	-4.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY LOEFFLER	DIRECTOR	0.10	Director	$0	$0	$0
CHARLES LUTZ	DIRECTOR	0.10	Director	$0	$0	$0
MIKE MANUPPELLI	DIRECTOR	0.10	Director	$0	$0	$0
PATRICK TOBIN	DIRECTOR	0.10	Director	$0	$0	$0
STEPHEN DUFILHO	CHAIRMAN	0.10	Officer Director	$0	$0	$0
RICHARD PEREZ	SECRETARY/TREASURER	0.10	Officer Director	$0	$0	$0
DAVID E PETERSEN	EXECUTIVE DIRECTOR	0.10	Officer	$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
2018	$225,096	$100,498	$447,858	$124,598

SAN ANTONIO FOUNDATION FOR FREE ENTERPRISE