Nonprofit · EIN 74-1356589
ST DAVIDS FOUNDATION
Also known as ST DAVIDS COMMUNITY HEALTH FOUNDATI
Tax-exempt · AUSTIN, TX 78701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $217,511,294 | $111,427,199 | $106,084,095 | $1,981,625,176 | $51,991,954 | $1,929,633,222 |
| December 31, 2023 | 990 | $187,676,086 | $97,060,491 | $90,615,595 | $1,746,492,770 | $43,500,189 | $1,702,992,581 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $34,050
- Program service revenue
- $209,648,000
- Investment income
- $7,825,606
- Royalties
- $3,638
- Other revenue
- $3,638
Expenses
- Grants and similar amounts paid
- $86,487,917
- Compensation of officers, directors and key employees
- $2,853,697
- Other salaries and wages
- $8,536,289
- Salaries, compensation and benefits (total)
- $15,017,037
- Professional fundraising fees
- $0
- Legal fees
- $77,795
- Accounting fees
- $223,250
- Occupancy
- $1,181,409
- Travel
- $195,824
- Depreciation
- $596,081
- Program services (functional)
- $102,685,993
- Management and general (functional)
- $8,741,206
Balance sheet and other
- Total assets, start of year
- $1,746,492,770
- Total assets, end of year
- $1,981,625,176
- Total liabilities, end of year
- $51,991,954
- Net assets, end of year
- $1,929,633,222
- Land, buildings and equipment
- $3,279,462
- Publicly traded securities
- $243,657,686
- Net assets without donor restrictions
- $1,926,936,605
- Net assets with donor restrictions
- $2,696,617
- Gross unrelated business income
- $1,576,251
- Gross receipts
- $217,511,294
- Employees
- 98
- Volunteers
- 18
- Year formed
- 1924
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EDWARD B BURGER | PRESIDENT & CEO Officer | 39.6 | $629,869 | $34,017 |
| FERNANDO X PENA | EVP & GENERAL COUNSEL Officer | 30 | $539,755 | $34,767 |
| AMY VAUGHAN | VICE PRESIDENT OF FINANCE Officer | 34 | $452,548 | $34,017 |
| REGAN GRUBER MOFFITT | VP OF COMMUNITY INVESTMENTS Officer | 40 | $343,272 | $56,312 |
| JULIAN HUERTA | VP OF COMMUNITY PROGRAMS Officer | 40 | $302,818 | $52,333 |
| SHAILEE GUPTA | DIRECTOR OF DENTAL PROGRAM Key employee | 40 | $295,976 | $47,847 |
| CARA MUELLER | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $254,317 | $55,021 |
| CATHY IBERG | VICE PRESIDENT OF INVESTMENTS Officer | 10 | $289,458 | $0 |
| CHRISTINA THOMPSON | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $230,846 | $50,928 |
| RABECCA CROSS | ASSISTANT GENERAL COUNSEL Highest-paid employee | 40 | $232,677 | $35,188 |
| ABBY MENKE | LEAD DENTIST Highest-paid employee | 40 | $212,600 | $48,013 |
| KIMBERLY MCPHERSON | SENIOR PROGRAM OFFICER Highest-paid employee | 40 | $208,683 | $35,827 |
| SHANNON RATLIFF | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| LINO MENDIOLA III | VICE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| CRAIG HESTER | SECRETARY Trustee or director | 10 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETSY ABELL | TRUSTEE Trustee or director | 1 | $0 |
| JESSE ANCIRA | TRUSTEE Trustee or director | 1 | $0 |
| RAY BENSON | TRUSTEE Trustee or director | 1 | $0 |
| RAY BONILLA | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN CHEN | TRUSTEE (AS OF 03/2025) Trustee or director | 1 | $0 |
| HONORABLE HARRIET O'NEILL | TRUSTEE Trustee or director | 1 | $0 |
| CONNIE HSU | TRUSTEE (AS OF 09/2025) Trustee or director | 1 | $0 |
| H DAVID HUGHES | TRUSTEE Trustee or director | 1 | $0 |
| LEW LITTLE | TRUSTEE Trustee or director | 1 | $0 |
| DARRICK MCGILL | TRUSTEE Trustee or director | 1 | $0 |
| JOHN MURRAY | TRUSTEE Trustee or director | 1 | $0 |
| PETER PINCOFFS | TRUSTEE Trustee or director | 1 | $0 |
| REVEREND CHUCK TREADWELL | TRUSTEE Trustee or director | 1 | $0 |
| MARC WINKELMAN | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN WITTLIFF | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWARD B BURGER | PRESIDENT & CEO Officer | 39.6 | $598,281 | $3,907 | $33,584 |
| FERNANDO X PENA | EVP & GENERAL COUNSEL Officer | 30 | $454,357 | $0 | $31,442 |
| AMY VAUGHAN | VICE PRESIDENT OF FINANCE Officer | 34 | $365,528 | $0 | $40,614 |
| REGAN GRUBER MOFFITT | VP OF COMMUNITY INVESTMENTS Officer | 40 | $307,496 | $0 | $51,803 |
| SHAILEE GUPTA | DIRECTOR OF DENTAL PROGRAMS Key employee | 40 | $270,043 | $0 | $43,449 |
| JULIAN HUERTA | VP OF COMMUNITY PROGRAMS Officer | 40 | $265,067 | $0 | $46,066 |
| CARA MUELLER | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $235,108 | $0 | $52,587 |
| CHRISTINA THOMPSON | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $212,925 | $0 | $46,347 |
| CATHY IBERG | VICE PRESIDENT OF INVESTMENTS Officer | 10 | $249,353 | $0 | $7,631 |
| ABBY MENKE | LEAD DENTIST Highest-paid employee | 40 | $203,941 | $0 | $45,603 |
| CAESAR COLLAZO | STAFF DENTIST Highest-paid employee | 40 | $192,963 | $0 | $45,375 |
| YANA KUSHNER | LEAD DENTIST Highest-paid employee | 40 | $192,227 | $0 | $42,405 |
| BLAKE HOLMAN | FORMER CHIEF INFO & INFRASTR. OFF. Former | 0 | $116,250 | $0 | $0 |
| JERRY TURNER | TRUSTEE (THRU 12/31/2023) Trustee or director | 1 | $0 | $4,379 | $0 |
| SHANNON RATLIFF | CHAIR Trustee or director, Officer | 10 | $0 | $4,314 | $0 |
| RAY BONILLA | TRUSTEE Trustee or director, Officer | 5 | $0 | $4,006 | $0 |
| PETER PINCOFFS | TRUSTEE Trustee or director | 5 | $0 | $3,775 | $0 |
| JOHN MURRAY | TRUSTEE Trustee or director | 1 | $0 | $3,430 | $0 |
| LINO MENDIOLA III | VICE CHAIR Trustee or director, Officer | 10 | $0 | $0 | $0 |
| CRAIG HESTER | SECRETARY Trustee or director | 10 | $0 | $0 | $0 |
| BETSY ABELL | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| JESSE ANCIRA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAY BENSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HONORABLE HARRIET O'NEILL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| H DAVID HUGHES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEW LITTLE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DARRICK MCGILL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REVEREND CHUCK TREADWELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARC WINKELMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1303 SAN ANTONIO ST STE 500, AUSTIN, TX 78701-0025
- Principal officer (990 for 2024)
- EDWARD B BURGER, 1303 SAN ANTONIO ST 500, AUSTIN, TX 78701
- Signed the 990
- AMY VAUGHAN, VICE PRESIDENT OF FINANCE
- Phone
- (512) 879-6600
- Website
- WWW.STDAVIDSFOUNDATION.ORG
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
THE FOUNDATION'S MISSION IS TO ADVANCE HEALTH EQUITY - MEANING THAT ALL CENTRAL TEXANS HAVE A FAIR AND JUST OPPORTUNITY TO LIVE AS HEALTHFULLY AS POSSIBLE REGARDLESS OF THEIR DEMOGRAPHIC OR WHERE THEY LIVE. (SEE SCHEDULE O).
Program accomplishments
- THE FOUNDATION ANNUALLY DISTRIBUTES MORE THAN $80 MILLION IN GRANTS TO SUPPORT COMMUNITY HEALTH AND WELL-BEING, PARTICULARLY FOR LOW INCOME CENTRAL TEXANS WITHOUT ACCESS TO HEALTH CARE (SEE SCHEDULE O).Expenses $92,489,151 · grants $86,487,917
- THE FOUNDATION'S DENTAL PROGRAM IS THE LARGEST MOBILE CHARITY DENTAL PROGRAM IN THE COUNTRY. EACH OF THE FOUNDATION'S DENTAL VANS IS EQUIPPED WITH TWO DENTAL EXAM ROOMS, DIGITAL X-RAYS, AND WORKSTATIONS WHERE DENTISTS, HYGIENISTS, AND ASSISTANTS GIVE FREE HIGH-QUALITY CARE TO CENTRAL TEXANS IN NEED. DURING THE SCHOOL YEAR, THE DENTAL PROGRAM PROVIDES PREVENTATIVE DENTAL CARE TO ELEMENTARY SCHOOL CHILDREN WHO ATTEND TITLE I SCHOOLS IN CENTRAL TEXAS SCHOOL DISTRICTS. WHEN SCHOOL IS NOT IN SESSION, THE FOUNDATION'S VANS PARTNER WITH AREA SOCIAL SERVICE AGENCIES TO SERVE LOW INCOME ADULTS AND FAMILIES WHO LACK ACCESS TO DENTAL CARE. (SEE SCHEDULE O).Expenses $10,196,842
- SINCE 1924, THE FOUNDATION HAS PARTICIPATED IN PROVIDING HOSPITAL SERVICES TO COMMUNITY MEMBERS IN NEED. AS A GENERAL AND LIMITED PARTNER IN THE ST. DAVID'S HEALTHCARE PARTNERSHIP, LP (THE "PARTNERSHIP"), THE FOUNDATION CONTROLS HOSPITALS DEDICATED TO SERVING CENTRAL TEXAS PURSUANT TO THE COMMUNITY BENEFIT STANDARD AND THE AFFORDABLE CARE ACT. ST. DAVID'S HEALTHCARE PARTNERSHIP OPERATES HOSPITALS, FREE-STANDING EMERGENCY ROOMS, AMBULATORY CARE CENTERS, AND URGENT CARE CENTERS. THE DISTRIBUTIONS THAT THE FOUNDATION RECEIVES FROM THE PARTNERSHIP FUND ITS GRANTMAKING AND DENTAL PROGRAMS. SEE SCHEDULE H FOR MORE DETAILS.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1356589
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $1,981,625,176
- Income (IRS master file)
- $217,511,294
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $217,511,294 | $111,427,199 | $1,981,625,176 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $187,676,086 | $97,060,491 | $1,746,492,770 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $177,563,370 | $90,424,512 | $1,583,128,037 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1356589).
Questions about ST DAVIDS FOUNDATION
- What is the EIN of ST DAVIDS FOUNDATION?
- The employer identification number (EIN) of ST DAVIDS FOUNDATION is 74-1356589.
- Is ST DAVIDS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to ST DAVIDS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST DAVIDS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST DAVIDS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST DAVIDS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ST DAVIDS FOUNDATION?
- The 990 for the year ended December 31, 2024 names EDWARD B BURGER.
- Who are the officers and directors of ST DAVIDS FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 30 people; 12 received compensation from the organization, the highest $629,869 (EDWARD B BURGER, PRESIDENT & CEO).
- How much revenue does ST DAVIDS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $217,511,294, expenses of $111,427,199 and total assets of $1,981,625,176 at year end.
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