2025-11-13T17:08:17-06:00 2024-12-31 134255527 CALVETTI FERGUSON 250 W NOTTINGHAM DR SUITE 100 SAN ANTONIO TX 78209 990 2024-01-01 742427853 SAN ANTONIO AIDS FOUNDATION SANA 2102254715 818 E GRAYSON SAN ANTONIO TX 78208 RYAN LOYD CHAIR 2102254715 2025-11-13 1 1 KIMIKO BACA P01268795 2105363200 2024 2025-03-06 01:10:19Z RYAN LOYD 818 E GRAYSON SAN ANTONIO TX 78208 14988753 0 X WWW.SANANTONIOAIDS.ORG X 1986 TX THE MISSION OF THE SAN ANTONIO AIDS FOUNDATION IS TO REDUCE NEW HIV AND OTHER SEXUALLY TRANSMITTED INFECTIONS BY PROVIDING EQUITABLE ACCESS TO EDUCATION, PREVENTION, AND SEXUAL HEALTHCARE AND IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE LIVING WITH HIV OR AIDS. 10 10 74 55 0 0 4028208 4252427 4679192 10636636 52278 5024 29639 10046 8789317 14904133 4633078 7726060 0 0 3481478 2941205 0 0 29412 1871409 3597165 9985965 14264430 -1196648 639703 2736023 2871394 2648163 2148285 87860 723109 X THE MISSION OF THE SAN ANTONIO AIDS FOUNDATION IS TO REDUCE NEW HIV AND OTHER SEXUALLY TRANSMITTED INFECTIONS BY PROVIDING EQUITABLE ACCESS TO EDUCATION, PREVENTION, AND SEXUAL HEALTHCARE AND IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE LIVING WITH HIV OR AIDS. 0 0 2598989 588151 CLIENT SERVICESIN 2024, SAAF PROVIDED SERVICES TO 2,782 PEOPLE LIVING WITH HIV (PLWH), CONNECTING THEM TO RESOURCES TO RECEIVE CARE, ATTAIN AND MAINTAIN VIRAL SUPPRESSION. THIS INCLUDES COORDINATION WITH MEDICAL CARE, HOUSING, EMERGENCY FINANCIAL ASSISTANCE, MENTAL HEALTH CARE, AND HOUSING.MEDICAL AND NON-MEDICAL CASE MANAGEMENT WAS PROVIDED TO 869 PLWH; 35 PEOPLE RECEIVED PHARMACEUTICAL ASSISTANCE, AND 66 INDIVIDUALS RECEIVED MENTAL HEALTH CARE FROM SAAF. ORAL HEALTH SERVICES WERE PROVIDED TO 794 PLWH AND MEDICAL TRANSPORTATION ASSISTANCE WAS PROVIDED FOR 387 INDIVIDUALS; 69 PLWH RECEIVED HOUSING SUPPORT FOR 1,735 MONTHS OF CARE.CAFE SAAF PROVIDED 30,364 MEALS TO 395 INDIVIDUALS. 8234729 7137909 10669712 CLINICAL PROGRAMSTHE CARE CLINIC AT SAAF PROVIDES MEDICAL CARE FOR THOSE LIVING WITH HIV, INCLUDING LABORATORY SERVICES AND MEDICATIONS AT THE CARE CLINIC PHARMACY. THE CLINIC ALSO PROVIDES DIAGNOSIS AND TREATMENT OF SYPHILIS, GONORRHEA, AND CHLAMYDIA AS WELL AS CLINICAL HIV PREVENTION IN THE FORM OF PREP. IN 2024, MORE THAN 700 PATIENTS WERE SEEN AT THE CARE CLINIC INCLUDING 115 PREP PATIENTS, 390 PATIENTS LIVING WITH HIV INCLUDING 108 NEW PATIENTS, AND 195 PATIENTS FOR STI TREATMENT. 548410 TESTING, OUTREACH, AND EDUCATIONSAAF OFFERS CONFIDENTIAL HIV, SYPHILIS, GONORRHEA, CHLAMYDIA AND HEPATITIS C TESTING SIX DAYS PER WEEK AT OUR GRASON ST OFFICES AND AT EVENTS AROUND THE CITY EACH MONTH. OUR SERVICES ARE AVAILABLE IN MULTIPLE LANGUAGES, AND PEOPLE NEWLY DIAGNOSED ARE LINKED TO CARE RAPIDLY. IN 2024, SAAF PERFORMED 4,760 HIV TESTS, DIAGNOSED 60 NEW INFECTIONS; 4,469 SYPHILIS TESTS IDENTIFYING 120 NEW INFECTIONS; 3,755 GONORRHEA AND CHLAMYDIA TESTS WITH 194 GONORRHEA AND 357 CHLAMYDIA INFECTIONS DIAGNOSED. THREE NEW HEPATITIS C DIAGNOSES WERE MADE IN THE 89 INDIVIDUALS TESTED FOR HEP C.SAAF'S EDUCATION PROGRAM PROVIDES HIV/STI AWARENESS IN AREA SCHOOLS, UNIVERSITIES, AND COMMUNITY GROUPS. IN 2024, SAAF EDUCATED 7,188 PEOPLE IN 285 PRESENTATIONS. 11382128 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 74 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MICHAEL GUERTIN CPA APERTO ACCOUN 2104461260 9901 W INTERSTATE 10 SUITE 800 SAN ANTONIO TX TX 78230 BOBBY WILKINSON THRU 042024 MEMBER 1.00 X 0 0 0 CHRIS ADAME-LEMAITRE THRU 032024 MEMBER 1.00 X 0 0 0 CHRIS ARMIJO MEMBER 1.00 X 0 0 0 GEORGE PEREZ MEMBER 1.00 X 0 0 0 NICK WARRINGTON MEMBER 1.00 X 0 0 0 NICOLE DAVIS MEMBER 1.00 X 0 0 0 ROSIE SPEEDLIN GONZALEZ MEMBER 1.00 X 0 0 0 AVERIE MALDONADO SECRETARY 2.00 X X 0 0 0 ANNE ZANIKOS THRU 062024 CHAIR 3.00 X X 0 0 0 BRIAN WIATREK TREASURER 3.00 X X 0 0 0 RYAN LOYD VICE CHAIR/CHAIR 3.00 X X 0 0 0 CHERISE ROHR-ALLEGRINI CHIEF EXECUTIVE OFFICER 40.00 X 95874 0 1400 MONICA LERMA-REED CHIEF ADMINISTRATIVE OFFICER 40.00 X 70594 0 2810 166468 0 4210 1 0 0 0 ELEVATE DENTAL 311 E JONES AVE SAN ANTONIO TX 78215 ORAL HEALTH PROVIDER 800759 UT HEALTH SCIENCE CENTER DEPARTMENT OF M 7704 FLOYD CURL DR SAN ANTONIO TX 78229 ORAL HEALTH PROVIDER 169854 2 52935 110117 3495456 593919 58841 4252427 340B PHARMACY INCOME 900099 10636636 10636636 10636636 5024 5024 21369 21369 40221 110117 84620 -44399 -44399 OTHER INCOME 900099 33076 33076 33076 14904133 10669712 0 -18006 X 7726060 7726060 166469 138169 26635 1665 2350460 1950882 376074 23504 191962 159328 30714 1920 232314 192821 37170 2323 2154086 244143 1909943 654512 324181 330331 65996 60056 5940 26626 21401 5225 124919 113676 11243 67452 61381 6071 60807 55942 4865 LAB AND X-RAY FEES 214259 117842 96417 HIV TESTING 133618 128273 5345 CARE CLINIC EXPENSES 35617 35617 REPAIR AND MAINTENANCE 30530 25645 4885 28743 26711 2032 14264430 11382128 2852890 29412 0 211622 985990 811786 505965 608491 111701 68428 594 14727 1832994 1508682 381266 324312 646618 652287 103889 179741 2736023 2871394 1015471 775482 429951 333927 1202741 1038876 2648163 2148285 X -108797 576452 196657 146657 87860 723109 2736023 2871394 639703 -4454 0 X X 0 1 X 1 1 1 X 3283229 4260291 4013117 4028208 4252427 19837272 3283229 4260291 4013117 4028208 4252427 19837272 3038298 16798974 36962 66099 70103 76599 17485 267248 11094 28464 59416 64018 33076 196068 20300588 28531561 0.82750 0.83510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 11,094. 2021 AMOUNT: $ 28,464. 2022 AMOUNT: $ 59,416. 2023 AMOUNT: $ 64,018. 2024 AMOUNT: $ 33,076. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 140262 7824 7824 140262 140262 10845 10845 140262 140262 140262 140262 11791 11791 140262 140262 7160 7160 140262 0 0 64915 64915 1304555 1096875 207680 463524 411807 51717 324312 INVESTMENT IN MINERAL RIGHTS 73744 RIGHT-OF-USE ASSETS 105997 179741 LINE OF CREDIT PAYABLE 930390 FINANCE LEASE PAYABLE 108486 1038876 14899679 -4454 -4454 14904133 0 14904133 14264430 0 14264430 0 14264430 PART V, LINE 4: THE SAN ANTONIO AIDS FOUNDATION [THE FOUNDATION] HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO SUBJECT THE ENDOWMENT FUND TO LOW INVESTMENT RISK AND PROVIDE ITS WEBB PARTY AND HOT MEALS PROGRAM WITH CURRENT INCOME. ENDOWMENT ASSETS ARE INVESTED IN EQUITY SECURITIES AND CASH. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE ENDOWMENT FUND RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR THE ENDOWMENT FUND'S INVESTMENT INCOME FROM THE YEAR THAT IS NOT PERPETUALLY RESTRICTED, AND THE FOUNDATION GENERALLY EXPENDS THE ENDOWMENT FUND'S INVESTMENT INCOME IN THE FISCAL YEAR. THE CURRENT SPENDING POLICY IS NOT EXPECTED TO ALLOW THE FOUNDATION'S ENDOWMENT FUND TO GROW AS A RESULT OF INVESTMENT RETURNS. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVES TO PROVIDE INCOME FOR ITS WEBB PARTY AND HOT MEALS PROGRAM, PRESERVE ENDOWMENT ASSETS WITHOUT SUBJECTING THEM TO SUBSTANTIAL RISK, AND PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS. SPECIAL EVENTS 150338 110117 40221 84620 150338 110117 40221 84620 84620 -44399 1 ASSISTANCE FOR HEALTHCARE, MEDICATION, HOUSING AND TRANPORTATION 2782 7570094 155966 FAIR MARKET VALUE FOOD PART I, LINE 2: THE SAN ANTONIO AIDS FOUNDATION HAS A QUALITY MANAGEMENT PROGRAM THAT FOCUSES ON MONITORING AND ANALYZING DATA TO ENSURE THE QUALITY OF ALL CORE MEDICAL SERVICES FOR PERSONS LIVING WITH HIV AND AIDS. WE ANALYZE DATA THAT IS COLLECTED VIA ARIES, THE STATE DATABASE UTILIZED BY ORGANIZATIONS WHO RECEIVED FUNDING THROUGH THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) FOR RYAN WHITE HIV/AIDS TREATMENT MODERNIZATION ACT OF 2006 PROGRAMS (FORMERLY THE RYAN WHITE COMPREHENSIVE AIDS RESOURCES EMERGENCY [CARE] ACT). OUR QUALITY MANAGEMENT PROGRAM FOCUSES ON EVIDENCE-BASED CARE OUTCOMES, QUALITY ASSURANCE AND QUALITY IMPROVEMENT. WE ALSO UTILIZE QUALITY SCORECARDS FOR PERFORMANCE REVIEW OF METRICS ESTABLISHED BY THE CITY OF SAN ANTONIO FOR HOUSING PROGRAMS FUNDED VIA HOUSING AND URBAN DEVELOPMENT (HUD). DATA FOR ALL FUNDED SERVICES UNDERGOES A REGULAR REVIEW BY VARIOUS METHODS: CLIENT SURVEYS, PERFORMANCE OUTCOME REVIEWS BASED ON STANDARDS OF CARE SET BY VARIOUS GRANTORS, AND FOCUS GROUPS. WE UNDERGO INDEPENDENT AUDITS BY EACH FUNDER (PRIVATE FOUNDATIONS; CITY, COUNTY, AND STATE AGENCIES), IN ADDITION TO OUR OWN INTERNAL QUALITY MANAGEMENT REVIEWS. AS A UNITED WAY PARTNER AGENCY WE HAVE AN ACCOUNTABILITY REVIEW ANNUALLY OF OUR MEDICAL CARE PROGRAM AND PREVENTION EDUCATION PROGRAM, AND A SITE VISIT BY A GROUP OF COMMUNITY VOLUNTEERS WHO LOOK AT PERFORMANCE BASED ON COMMUNITY NEED. X 30969 58841 WHOLESALE/LB 0 0 0 PART I, COLUMN (B): THE ORGANIZATION USES A COMBINATION OF THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED WHEN PRESENTING THE AMOUNTS FOR PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS PRESENTED WITH A COPY OF THE ANNUAL AUDIT AND FORM 990 PRIOR TO THE UPCOMING BOARD MEETING. THE BOARD VOTES TO ACCEPT, OR NOT ACCEPT THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C SAN ANTONIO AIDS FOUNDATION REQUIRES ALL BOARD MEMBERS TO UPDATE THE CONFLICT OF INTEREST FORM ANNUALLY AT ITS BOARD OF DIRECTORS MEETING IN JANUARY. THESE DOCUMENTS ARE KEPT ON FILE BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PAID BY SAN ANTONIO AIDS FOUNDATION TO ITS EXECUTIVE DIRECTOR AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. IN ITS REVIEW AND APPROVAL, THE BOARD AFFIRMATIVELY DETERMINES THAT THE CEO'S COMPENSATION IS REASONABLE BASED UPON COMPARABILITY DATA. THE COMPENSATION WAS REVIEWED IN OCTOBER 2024. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 244,143. MANAGEMENT AND GENERAL EXPENSES 1,909,943. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,154,086. FORM 990, PART XII, LINE 2C THE BOARD WILL SELECT THE AUDITOR TO CONDUCT THE FISCAL YEAR-END AUDIT. THE BOARD IS REQUIRED TO CHANGE OUT AUDITORS EVERY 3-5 YEARS, SELECTING FROM 3 BIDS FROM QUALIFIED CPAS/FIRMS. THE BOARD AUTHORIZES THE CEO OF THE SAN ANTONIO AIDS FOUNDATION TO ENGAGE THE FIRM TO CONDUCT AN ANNUAL FINANCIAL AUDIT. THE FINALIZED 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD, PRESENTED TO THE FULL BOARD FOR APPROVAL AND WILL BE SIGNED BY THE BOARD CHAIR. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION SAN ANTONIO AIDS FOUNDATION 818 E. GRAYSON SAN ANTONIO, TX 78208 EMPLOYER IDENTIFICATION NUMBER: 74-2427853 FOR THE YEAR ENDING DECEMBER 31, 2024 SAN ANTONIO AIDS FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263 A)-1(F).