Friends of Santa Rosa Foundation

EIN: 742723391 501(c)(3) Health Care

San Antonio, TX

Total Revenue
$2,469,394
Total Expenses
$1,820,276
Total Assets
$16,414,532
Net Assets
$16,324,121
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
TX
Principal Officer
TERRY L KYLE
Phone
2107042800
Tax Period
2022-07-01 to 2023-06-30

Friends of Santa Rosa Foundation, founded in 1997, is a community nonprofit in the Health Care sector that reported $2.5M in total revenue in fiscal year 2022. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $649K, a strong 26% operating margin.

Mission

THE OBJECTIVES OF FRIENDS OF SANTA ROSA FOUNDATION ARE TO ASSIST, BENEFIT, AND SUPPORT SANTA ROSA HEALTH CARE CORPORATION IN PROVIDING HEALTH CARE SERVICES FOR RESIDENTS OF SAN ANTONIO AND SOUTH TEXAS BY RAISING MONEY TO SUPPORT THE ESTABLISHMENT, MAINTENANCE AND OPERATIONS OF HOSPITALS AND RELATED HEALTH AND MEDICAL CARE FACILITIES, PROGRAMS AND SERVICES. THE FOUNDATION SERVES AS A LIAISON BETWEEN SANTA ROSA HEALTH CARE CORPORATION, THE COMMUNITY AND SOUTH TEXAS.

Program Service Accomplishments

Program 1
Expenses: $1,138,532

FRIENDS OF SANTA ROSA FOUNDATION (THE "FOUNDATION") IS A TEXAS NON-PROFIT ORGANIZATION SERVING THE PHILANTHROPIC NEEDS OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION (THE "HEALTH SYSTEM"). IT IS THE...

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FRIENDS OF SANTA ROSA FOUNDATION (THE "FOUNDATION") IS A TEXAS NON-PROFIT ORGANIZATION SERVING THE PHILANTHROPIC NEEDS OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION (THE "HEALTH SYSTEM"). IT IS THE FOUNDATION'S RESPONSIBILITY TO ENCOURAGE AND RECEIVE CONTRIBUTIONS FROM INDIVIDUALS, CORPORATIONS, ASSOCIATIONS, AND FOUNDATIONS. THESE CONTRIBUTIONS ARE DISTRIBUTED TO THE HEALTH SYSTEM AND ITS NON-PROFIT HOSPITALS, IN ACCORDANCE WITH THE INTENTIONS OF THE DONORS AND WITHIN THE CONFINES OF THE FOUNDATION'S GOALS AND OBJECTIVES. ALL CONTRIBUTIONS ASSIST THE HEALTH SYSTEM IN PROVIDING CONTINUING HIGH QUALITY HEALTH CARE IN AREAS SUCH AS MODERNIZATION AND CONSTRUCTION OF HOSPITAL FACILITIES, ACQUISITION OF HOSPITAL EQUIPMENT, AND OTHER SPECIAL HEALTH CARE NEEDS OF THE HEALTH SYSTEM. THE FOUNDATION'S SOLE CORPORATE MEMBER IS CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION'S SOLE CORPORATE MEMBER IS CHRISTUS HEALTH. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION RESPONDS TO HEALTH CARE NEEDS THROUGH SERVICES PROVIDED AT CHRISTUS SANTA ROSA HOSPITAL, A 601-BED INTEGRATED HEALTH SYSTEM, CHRISTUS SANTA ROSA CHILDREN'S HOSPITAL, A 276-BED SPECIALIZED PEDIATRIC FACILITY SERVING CHILDREN FROM A 90-COUNTY AREA, AND CHRISTUS SANTA ROSA HOSPITAL-NEW BRAUNFELS, A 112-BED HOSPITAL FACILITY. EACH OF THE FACILITIES OF CHRISTUS SANTA ROSA SHARES ONE OBJECTIVE - WHICH IS TO LEAD THE WAY TO A HEALTHIER COMMUNITY. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS PART OF CHRISTUS HEALTH, WHICH WAS FORMED IN 1999 TO STRENGTHEN THE 153-YEAR-OLD, FAITH-BASED HEALTH CARE MINISTRIES OF THE CONGREGATIONS OF THE SISTERS OF CHARITY OF THE INCARNATE WORD OF HOUSTON AND SAN ANTONIO. FOUNDED ON THE MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST," CHRISTUS IS CHALLENGED TO REACH OUT TO, AND BEYOND, MORE THAN 60 COMMUNITIES WE SERVE TO HELP THOSE IN NEED. CHRISTUS HEALTH RESPONDS TO HEALTH CARE NEEDS THROUGH SERVICES PROVIDED AT MORE THAN 60 HOSPITALS AND LONG-TERM CARE FACILITIES, AS WELL AS DOZENS OF HEALTH CARE CLINICS, PHYSICIANS' OFFICES, OUTPATIENT SERVICES, AND COMMUNITY-BASED PROGRAMS IN TEXAS, LOUISIANA, ARKANSAS, NEW MEXICO, MEXICO, CHILE, AND COLOMBIA. ALTHOUGH PROGRAMS MAY DIFFER FROM FACILITY TO FACILITY, EACH OF OUR HEALTH CARE ENTITIES HAS THE SAME OBJECTIVE - WHICH IS TO LEAD THE WAY TO A HEALTHIER COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,186,121
Program Service Revenue $0
Investment Income $314,462
Other Revenue $-31,189
TOTAL REVENUE $2,469,394

Expense Breakdown

Grants Paid $1,067,001
Salaries & Benefits $394,300
Fundraising Expenses $679,593
Program Expenses $1,138,532
Other Expenses $358,975
TOTAL EXPENSES $1,820,276

Year-over-Year Comparison

2022 2021 Change
Revenue $2,469,394 $3,330,431 -0.3%
Expenses $1,820,276 $1,011,672 +0.8%
Net Income $649,118 $2,318,759 -0.7%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
13
Employees
N/A
Volunteers
11

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
10
$1,924,720
Total Directors
16
$1,924,720
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEAN ALEXANDER Ex-officio (THRU 12/2021) 0.0
$0 $473,259 $1,398,870
STEPHANIE PARKER CEO & EX-OFFIC. 2.0
Officer Director
$0 $122,369 $852,686
IAN THOMPSON JR MD EX-OFFICIO 12.0
Officer Director
$0 $68,118 $631,926
TERRY KYLE EX-OFFICIO 12.0
Officer Director
$0 $38,939 $440,108
Sister Germaine Corbin CCVI Board Secretary 12.0
Officer Director
$0 $0 $0
Kenneth McClure Vice Chair 12.0
Officer Director
$0 $0 $0
Mark Wittig Director 12.0
Director
$0 $0 $0
Justin Sheedy Director (THRU 6/2023) 12.0
Director
$0 $0 $0
Chad Jones Director (THRU 6/2023) 12.0
Director
$0 $0 $0
Judy Rettinger Director 12.0
Director
$0 $0 $0
Rene Escobedo Director/Chair 12.0
Officer Director
$0 $0 $0
Tim Musgrave Director/TREASURER 12.0
Officer Director
$0 $0 $0
CHRIS CHEEVER DIRECTOR 12.0
Director
$0 $0 $0
RYAN BERG EXECUTIVE 12.0
Officer Director
$0 $0 $0
KARL HITTLE EXECUTIVE 12.0
Officer Director
$0 $0 $0
GREG KOWALSKI VICE CHAIR 12.0
Officer Director
$0 $0 $0
STEVE D TAYLOR DIRECTOR 12.0
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $2,469,394 $1,820,276 $16,414,532 $649,118
2022 $3,330,431 $1,011,672 $14,417,172 $2,318,759
2021 $2,118,333 $5,142,048 $13,088,401 $-3,023,715
2020 $2,365,615 $1,296,954 $15,042,548 $1,068,661
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