2023-04-12T08:28:37-05:00 2022-12-31 BDO USA LLP 9901 IH-10 Suite 500 San Antonio TX 78230 990 2022-01-01 741366280 SAN ANTONIO MEDICAL FOUNDATION % SAN ANTONIO MEDICAL FND SANA 2106143724 P O BOX 29736 SAN ANTONIO TX 78229 james reed PRESIDENT 2106143724 2023-04-15 true james reed XXX-XX-XXXX David G Weeks P00964687 2103428000 2 2022 2023-04-26 12:10:37Z JAMES R REED P O BOX 29736 SAN ANTONIO TX 78229 1430784 false X SAMEDFOUNDATION.ORG X 1947 TX THE MISSION OF THE SAN ANTONIO MEDICAL FOUNDATION IS TO IMPROVE HEALTH CARE, ADVANCE BIOMEDICAL SCIENCE, AND PROVIDE LEADERSHIP & ACTIVE STEWARDSHIP OF OUR LAND AND OTHER ASSETS. 37 37 2 66 0 37550 91850 0 0 0 0 1157537 1325942 1195087 1417792 421263 393950 0 0 357605 374873 0 0 25700 346773 468706 1125641 1237529 69446 180263 8485166 8554019 115333 3923 8369833 8550096 THE MISSION OF THE SAN ANTONIO MEDICAL FOUNDATION IS TO IMPROVE HEALTH CARE, ADVANCE BIOMEDICAL SCIENCE, AND ENHANCE COMMUNITY WELL-BEING BY PROVIDING LEADERSHIP & ACTIVE STEWARDSHIP OF OUR LAND AND OTHER ASSETS. false false 1037592 393950 1325942 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 2022, THE ESTIMATED VALUE OF DONATED LEASES FOR MEDICAL ORGANIZATIONS WAS $1,570,947. IN AN EFFORT TO PROMOTE HEALTH AND WELLNESS, A WALKING/JOGGING TRAIL IS AVAILABLE FOR USE BY THE GENERAL PUBLIC. (SEE SCHEDULE O) 1037592 true true false false false false false false false false true false false false false true false true false false false false false false false false false true false true false false false false false false false false false false false false false true true false false false false 7 0 true 2 true false false false false false false false false false false false false X 37 37 false false false false false false false true true false false true true true true true true true false false X SAN ANTONIO MEDICAL FND 2106143724 8431 FREDERICKSBURG RD 548 SAN ANTONIO TX 78229 JAMES R REED PRESIDENT 36.0 4.0 X 232130 0 26370 lisa friel Past Chair 1.5 0.0 X X 0 0 0 Stephanie Chandler Chair 7.0 0.0 X X 0 0 0 Denise Green TREASURER 1.5 0.0 X X 0 0 0 mario barrera secretary 1.5 0.0 X X 0 0 0 george scofield director 1.5 0.0 X 0 0 0 wayne alexander director 1.5 0.0 X 0 0 0 Warren Branch DDS director 1.5 0.0 X 0 0 0 Jelynne LeBlanc Jamison director 1.5 0.0 X 0 0 0 Mark Carvajal director 1.5 0.0 X 0 0 0 Rebecca Cedillo director 1.5 0.0 X 0 0 0 Elizabeth Crawford director 1.5 0.0 X 0 0 0 Steven Davis MD director 1.5 0.0 X 0 0 0 Kimberly Espy PhD director 1.5 0.0 X 0 0 0 Phyllis Gallay director 1.5 0.0 X 0 0 0 Connie Gilbert director 1.5 0.0 X 0 0 0 Denise Green director 1.5 0.0 X 0 0 0 Alan Gretzinger director 1.5 0.0 X 0 0 0 Byron Hepburn MD Chair-Elect/Vice Chair 4.0 0.0 X X 0 0 0 Meredith Howard director 1.5 0.0 X 0 0 0 Brenda Vickrey Johnson director 1.5 0.0 X 0 0 0 Michael L Kreager director 1.5 0.0 X 0 0 0 Joe McKinney director 1.5 0.0 X 0 0 0 William G Moll director 1.5 0.0 X 0 0 0 Leticia Mond director 1.5 0.0 X 0 0 0 Gabriele Niederauer PhD director 1.5 0.0 X 0 0 0 George Peoples MD director 1.5 0.0 X 0 0 0 Philip J Pfeiffer director 1.5 0.0 X 0 0 0 Philip J Pfeiffer Jr director 1.5 0.0 X 0 0 0 Edward Rice director 1.5 0.0 X 0 0 0 Harry Schwethelm Jr director 1.5 0.0 X 0 0 0 Bob Shemwell director 1.5 0.0 X 0 0 0 Gurpaul Singh director 1.5 0.0 X 0 0 0 Madeline Slay director 1.5 0.0 X 0 0 0 Lorenzo Gomez director 1.5 0.0 X 0 0 0 Marcel Johnson director 1.5 0.0 X 0 0 0 Lyssa Ochoa MD director 1.5 0.0 X 0 0 0 Christopher Talley director 1.5 0.0 X 0 0 0 232130 0 26370 1 false true false 0 91850 91850 0 0 0 0 1338934 12992 1325942 0 1325942 1302506 23436 0 0 0 0 0 0 0 0 0 0 0 1417792 1302506 23436 X 393950 393950 0 0 0 265000 217300 34450 13250 0 76620 62828 9961 3831 13221 10907 1653 661 184 152 23 9 19848 16375 2481 992 0 44736 44736 0 0 0 0 0 24659 17015 2712 4932 28999 28999 0 0 0 0 0 0 0 0 40497 30373 8099 2025 16607 12123 4484 PROPERTIES MAINTENANCE 100161 100161 BIOSCIENCE RESEARCH DATABASE 2905 2905 TRUSTEE MEETINGS 23283 18626 4657 CONSULTANTS 76718 76718 110141 110141 1237529 1037592 174237 25700 417633 428882 0 0 0 0 4905 98520 0 0 0 0 0 0 0 0 46657 51143 8498490 523016 8015971 7975474 0 0 0 0 0 0 0 0 0 0 8485166 8554019 100070 1873 0 0 15263 2050 0 0 0 0 0 0 0 0 0 0 0 0 115333 3923 X 8369833 8550096 0 0 8369833 8550096 8485166 8554019 X 180263 X false true X true X 57850 136613 60136 37550 91850 383999 0 44550 47028 47028 47028 48436 234070 102400 183641 107164 84578 140286 618069 21400 596669 8772 21199 21772 21772 23436 96951 0 0 715020 2908868 0.83448 0.52384 X FORM 990, SCHEDULE A, PART II, LINE 17A The San Antonio Medical Foundation and its board members actively seek contributions from the public. It is governed by a board that represents a cross-section of the San Antonio area. In 2009, it created a 2.2 mile walking and jogging trail which is available to the public for its health and wellness. The trail serves approximately 10,000 people per quarter. 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 waterare 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6127317 6127317 2274482 426325 1848157 0 0 0 96691 96691 0 7975474 0 0 3398004 1619383 360829 1980212 1417792 1417792 3827719 1619383 970807 2590190 1237529 1237529 FORM 990, SCHEDULE D, PART X, LINE 2 The Foundation is a not-for-profit, Section 501(c)(3) organization. The Foundation accounts for uncertain tax positions, when applicable, through the provisions of ASC 740-10-25. Under ASC 740-10-25, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. At December 31, 2022 and 2021, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2019. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2022 and 2021, the Foundation did not recognize any related interest or penalties. FORM 990, SCHEDULE D, PART XI, LINE 2d SAMF FUND INCOME $358,829 FORM 990, SCHEDULE D, PART XII, LINE 4b SAMF FUND EXPENSES & eliminations from consolidation true MEDICAL CENTER ALLIANCE P O BOX 8278 SAN ANTONIO TX 78208 742892751 501(C)(3) 100000 TO ENHANCE THE SOUTH TEXAS MEDICAL CENTER ut health science center san antonio 7703 floyd curl dr mc 7835 SAN ANTONIO TX 78229 741717115 501(c)(3) 100000 Community health grant Alamo Public Telecommunications Council 501 Broadway St San Antonio TX 78215 742461534 501(c)(3) 75000 Support Healthy Kids Project Meadows Mental Health Policy Institute 3003 swiss ave dallas TX 75204 463992618 501(c)(3) 75000 San Antonio Mobile Mental Wellness Collaborative 4 1 FORM 990, SCHEDULE I, PART I, LINE 3 THERE ARE THREE SAN ANTONIO MEDICAL FOUNDATION BOARD MEMBERS WHO SIT ON THE MEdiCAL CENTER ALLIANCE BOARD THAT MONITOR THE USE OF THE FUNDS. X X false false false false false false false false false JAMES R REED PRESIDENT 177130 55000 26370 0 0 0 258500 0 0 0 FORM 990, PART III, Line 4A 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 waterare 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. FORM 990, PART VI, SECTION B, Line 11 THE FORM 990 IS GIVEN TO THE ENTIRE BOARD ELECTRONICALLY FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, Line 12C BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IF ANY CONFLICTS ARISE, THEY MUST BE DISCLOSED FULLY AND DOCUMENTED IN THE MINUTES. THE POLICY IS ADMINISTERED AND ENFORCED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE WILL REVIEW APPARENT VIOLATIONS OF THE POLICY AND IF A VIOLATION IS DETERMINED TO HAVE OCCURRED, THE RESULTS AND CONCLUSIONS ARE REFERRED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, Line 15 THE ORGANIZATION'S COMPENSATION OF THE PRESIDENT IS SUBJECT TO THE REVIEW OF A COMPENSATION COMMITTEE AND IS BASED IN PART ON A coMPENSATION SURVEY/STUDY. THE LAST COMPENSATION REVIEW WAS pERFORMED NOVEMBER 2017. FORM 990, PART VI, SECTION B, Line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE, WWW.SAMEDFOUNDATION.ORG. form 990, part xi, line 9 difference between fair market value and book value of land grant. SAMF FUND PO BOX 29736 SAN ANTONIO TX 78229 822798932 R/E INVEST TX 509 (a)(2) Line 12 NA true false false false false false false false false false false false false true true false true false false