2024-11-06T10:51:26-06:00 2023-12-31 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2023-01-01 742427853 SAN ANTONIO AIDS FOUNDATION SANA 2102254715 818 E GRAYSON SAN ANTONIO TX 78208 RYAN LOYD BOARD PRESIDENT 2102254715 2024-11-05 1 1 RANDY L WALKER CPA P00963779 2103669430 2023 2024-10-15 13:58:12Z RYAN LOYD 818 E GRAYSON SAN ANTONIO TX 78208 8860125 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 82 55 0 0 4013117 4028208 3592574 4679192 19200 52278 37049 29639 7661940 8789317 4302180 4633078 0 0 2964996 3481478 0 0 34815 1269320 1871409 8536496 9985965 -874556 -1196648 2664539 2736023 1324147 2648163 1340392 87860 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 2715442 577654 CLIENT SERVICESIN 2023, AT 818 E. GRAYSON ST SAAF PROVIDED CLIENT SERVICES FOR 2,683 PEOPLE LIVING WITH HIV (PLWH), CONNECTING CLIENTS TO NEEDED RESOURCES INCLUDING HOUSING, PRESCRIPTION ASSISTANCE, MEDICAL APPOINTMENTS, APPLICATIONS FOR FINANCIAL ASSISTANCE AND MORE.MEDICAL CASE MANAGEMENT WAS PROVIDED TO 414 INDIVIDUALS AND NONMEDICAL CASE MANAGEMENT TO 521 CLIENTS; 69 PLWH RECEIVED RENTAL ASSISTANCE FOR A TOTAL OF 1,735 MONTHS. EMERGENCY FINANCIAL ASSISTANCE WAS PROVIDED TO 111 PLWH AND AIDS PHARMACEUTICAL ASSISTANCE WAS PROVIDED TO 35 INDIVIDUALS. TRANSITIONAL HOUSING WAS PROVIDED TO 40 CLIENTS FOR 3,201 DAYS OF HOUSING. MENTAL HEALTH SERVICES WERE PROVIDED TO 111 PLWH. 5221490 4055424 4743210 CLINICAL PROGRAMSTHE CARE CLINIC PROVIDES MEDICAL CARE FOR PEOPLE LIVING WITH HIV AND THOSE AFFECTED BY SYPHILIS, GONORRHEA, AND CHLAMYDIA, INCLUDING LABORATORY SERVICES. IN 2023, THE CARE CLINIC PROVIDED HIV RELATED MEDICAL CARE TO 246 UNDUPLICATED INDIVIDUALS, PREP SERVICES TO 95 PATIENTS, AND MORE THAN 200 INDIVIDUALS FOR SEXUALLY TRANSMITTED INFECTIONS. FIVE HUNDRED AND SEVENTEEN PLWH RECEIVED REFERRALS FOR ORAL HEALTH CARE PROVIDED BY SUBCONTRACTORS.CAFE SAAF PROVIDED 30,364 HOT MEALS TO 394 PLWH IN 2023. 583033 TESTING, OUTREACH, AND EDUCATIONSAAF OFFERS FREE, ANONYMOUS AND CONFIDENTIAL TESTING FOR HIV, SYPHILIS, GONORRHEA, AND CHLAMYDIA 6 DAYS EACH WEEK ON SITE AT 818 E GRAYSON AND AT LOCATIONS AROUND SAN ANTONIO WITH OUR MOBILE TESTING VAN. COUNSELING IS AVAILABLE IN ENGLISH AND SPANISH AND PEOPLE NEWLY DIAGNOSED ARE LINKED INTO CARE. IN 2023, SAAF PROVIDED 4,764 HIV TESTS (69 NEW DIAGNOSES), 4,452 SYPHILIS TESTS (143 DIAGNOSED), AND 3,342 GONORRHEA (164 DIAGNOSED) AND CHLAMYDIA TESTS (305 DIAGNOSED).THE EDUCATION PROGRAM PROVIDES HIV/STI AWARENESS AND PREVENTION INFORMATION, "YOU'RE THE CURE," TO FOUR SCHOOL DISTRICTS IN BEXAR COUNTY. THE TEAM ALSO PRESENT IN DRUG TREATMENT PROGRAMS, ADULT AND JUVENILE CORRECTIONAL FACILITIES, AND ASSORTED BUSINESSES. IN 2023, MORE THAN 10,000 INDIVIDUALS PARTICIPATED IN THE EDUCATION PROGRAMS. 8519965 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 0 0 1 82 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 CHRIS ADAME-LEMAITRE MEMBER 1.00 X 0 0 0 CHRIS ARMIJO MEMBER 1.00 X 0 0 0 RODRIGO GONZALEZ MEMBER 1.00 X 0 0 0 AVERIE MALDONADO MEMBER 1.00 X 0 0 0 GEORGE PEREZ MEMBER 1.00 X 0 0 0 MARCIE RAMSEY MEMBER 1.00 X 0 0 0 BOBBY WILKINSON MEMBER 1.00 X 0 0 0 ANNE ZANIKOS PRESIDENT 2.00 X X 0 0 0 BRIAN WIATREK TREASURER 2.00 X X 0 0 0 RYAN LOYD SECRETARY 1.00 X X 0 0 0 CHERISE ROHR-ALLEGRINI CHIEF EXECUTIVE OFFICER 40.00 X 96824 0 0 MONICA LERMA-REED CHIEF ADMINISTRATIVE OFFICER 40.00 X 71063 0 11180 167887 0 11180 1 0 0 0 UT HEALTH SCIENCE CENTER DEPARTMENT OF C 7703 FLOYD CURL DR MSC 7914 SAN ANTONIO TX 78229 ORAL HEALTH PROVIDER 409802 ELEVATE DENTAL 311 E JONES AVE SAN ANTONIO TX 78215 ORAL HEALTH PROVIDER 311070 UT HEALTH SCIENCE CENTER DEPARTMENT OF M 7704 FLOYD CURL DR SAN ANTONIO TX 78229 ORAL HEALTH PROVIDER 227614 3 50877 83540 3418735 475056 61699 4028208 340B PHARMACY INCOME 900099 4679192 4679192 4679192 52278 52278 24321 24321 12108 83540 70808 -58700 -58700 OTHER INCOME 900099 64018 64018 64018 8789317 4743210 0 17899 4633078 4633078 179067 148625 28651 1791 2726511 2263004 436242 27265 299143 248289 47863 2991 276757 229708 44281 2768 693412 253810 439602 454199 238942 215257 76152 69298 6854 40142 32220 7922 79011 79011 55929 50895 5034 65669 60415 5254 LAB AND X-RAY FEES 185075 83284 101791 HIV TESTING 114332 109759 4573 CARE CLINIC EXPENSES 43144 43144 REPAIR AND MAINTENANCE 42602 35786 6816 21742 19708 2034 9985965 8519965 1431185 34815 0 985990 1191437 505965 4191 111701 594 594 1832994 1451728 360932 381266 1037197 646618 70188 103889 2664539 2736023 411818 1015471 0 429951 912329 1202741 1324147 2648163 X 1193735 -108797 146657 196657 1340392 87860 2664539 2736023 -1196648 4243 -60127 0 X X 0 1 X 1 1 1 X 3824995 3283229 4260291 4013117 4028208 19409840 3824995 3283229 4260291 4013117 4028208 19409840 2760192 16649648 33048 36962 66099 70103 76599 282811 73338 73338 8879 11094 28464 59416 64018 171871 19937860 22069992 0.83510 0.84790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 8,879. 2020 AMOUNT: $ 11,094. 2021 AMOUNT: $ 28,464. 2022 AMOUNT: $ 59,416. 2023 AMOUNT: $ 64,018. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 140262 10845 10845 140262 140262 140262 140262 11791 11791 140262 140262 7160 7160 140262 140262 11040 11040 140262 0.00000 1.00000 0.00000 0 0 64915 64915 1304555 1063078 241477 463524 388650 74874 381266 LINE OF CREDIT PAYABLE 1202741 1202741 8793560 4243 4243 8789317 0 8789317 9985965 0 9985965 0 9985965 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 95648 83540 12108 70808 95648 83540 12108 70808 70808 -58700 1 ASSISTANCE FOR HEALTHCARE, MEDICATION, HOUSING AND TRANPORTATION 2683 4470575 162503 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 31319 61699 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 2023. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST 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, 2023 SAN ANTONIO AIDS FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263 A)-1(F).