FRIENDS OF SANTA ROSA FOUNDATION Charity Report

Public IRS 990 nonprofit record

FRIENDS OF SANTA ROSA FOUNDATION

EIN 74-2723391 · Health Care (E120)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $66.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders19 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

20.67%of revenue went to mission work66.5% of expenses · Program services

10.40%of revenue went to fundraising33.5% of expenses

$31.07spent for every $100 of revenueRevenue covered expenses this year.

$29.33in assets for every $1 spent this yearSome assets cannot be spent right away.

79.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $61,047 for TERRY KYLE (EX-OFFICIO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,516,220

Mission workProgram services$520,21520.67% of revenue66.5% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations$261,65110.40% of revenue33.5% of expenses

Revenue left after expensesReported annual surplus$1,734,35468.93% of revenueShown in gray on the chart

Total expenses$781,86631.07% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 66.5% mission · 0.0% management · 33.5% fundraisingTotal expenses: 31.07% of revenue

2023Expense mix: 60.8% mission · 0.2% management · 39.0% fundraisingTotal expenses: 38.25% of revenue

2022Expense mix: 62.5% mission · 0.1% management · 37.3% fundraisingTotal expenses: 73.71% of revenue

2021Expense mix: 34.7% mission · 0.2% management · 65.1% fundraisingTotal expenses: 30.38% of revenue

2020Expense mix: 84.5% mission · 15.4% management · 0.1% fundraisingTotal expenses: 242.74% of revenue

2019Expense mix: 40.4% mission · 59.1% management · 0.5% fundraisingTotal expenses: 54.83% of revenue

2016Expense mix: 35.7% mission · 63.1% management · 1.2% fundraisingTotal expenses: 61.33% of revenue

Money in and money out

Revenue$2,516,220

Expenses$781,866

Annual surplus $1,734,354 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$520,215 · 66.5% of expenses

Fundraising$261,651 · 33.5% of expenses

See all reported dollar amounts

Revenue$2,516,220

Expenses$781,866

Assets$22,928,951

Income$4,710,994

Contributions$1,997,530

Mission work (program services)$520,215

Fundraising$261,651

Grants given$7,431,116

Average grant$1,238,519

Stocks and bonds$9,268,685

Accounting fees$13,678

Investing fees$83,248

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TERRY KYLEEX-OFFICIO · 12 hrs/week $61,047Base · Other $61,047

IAN THOMPSON JR MDEX-OFFICIO · 12 hrs/week $52,365Base · Other $52,365

GRANT WICKLUNDCEO OF CSR · 2 hrs/week $51,176Base · Other $51,176

JAMES HENDERSON MDDIRECTOR · 2 hrs/week $50,675Base · Other $50,675

STEPHANIE PARKERCEO & EX-OFFIC. (THRU 10/2023) $49,372Base · Other $49,372

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (19)

TERRY KYLEEX-OFFICIO

IAN THOMPSON JR MDEX-OFFICIO

GRANT WICKLUNDCEO OF CSR

JAMES HENDERSON MDDIRECTOR

STEPHANIE PARKERCEO & EX-OFFIC. (THRU 10/2023)

KENNETH MCCLUREEMERITUS (AS OF 07/2024)

TINA KAHLIGDIRECTOR

TIM MUSGRAVEDIRECTOR/TREAS

STEVE D TAYLORDIRECTOR

SISTER GERMAINE CORBIN CCVIBOARD SECRETARY (THRU 11/2024)

RYAN BERGVICE CHAIR

RENE ESCOBEDODIRECTOR/CHAIR

LAURA HOLLANDDIRECTOR/SECRETARY

ANNIE LABATTDIRECTOR

KARL HITTLEEXECUTIVE

JUDY RETTINGERDIRECTOR

GREG KOWALSKICHAIR

CHRIS CHEEVERDIRECTOR

BARBARA LACKEYDIRECTOR

About this charity

Recognized since: January 1996
Location: ONE INTL CTR 100 NE LOOP 410 706, SAN ANTONIO, TX 78216-0000
County: Bexar
In care of: % LEE SONNE
Primary officer: STEVE CHEN, CFO

How to reach them

WebsiteVisit the charity’s website EmailFriendsFoundation@christushealth.org Phone(210) 704-2800 Officer phone(210) 707-2800

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
NTEE classification: Health Care (E120)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes