2024-05-15T16:28:03-05:00 2023-06-30 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2022-07-01 741664620 SAN ANTONIO CONSERVATION SOCIETY FOUNDATION SANA 2102246163 107 KING WILLIAM ST SAN ANTONIO TX 78204 KATHY RHOADS PRESIDENT 2102246163 2024-05-14 1 KATHY RHOADS 999009999 1 RANDY L WALKER CPA P00963779 2103669430 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHY RHOADS 107 KING WILLIAM ST SAN ANTONIO TX 78204 244986 0 X WWW.SACONSERVATION.ORG X 1970 TX TO PRESERVE AND TO ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS, OBJECTS, PLACES AND CUSTOMS RELATING TO THE HISTORY OF TEXAS, ITS NATURAL BEAUTY AND ALL THAT IS ADMIRABLY DISTINCTIVE TO TEXAS; AND BY SUCH PHYSICAL AND CULTURAL PRESERVATION TO KEEP THE HISTORY OF TEXAS LEGIBLE AND INTACT T0 EDUCATE THE PUBLIC, ESPECIALLY THE Y0UTH 0F T0DAY AND T0M0RR0W, WITH KN0WLEDGE 0F 0UR INHERITED REGIONAL VALUES. TO RECEIVE AND MAINTAIN A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY, OR BOTH, AND TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES EITHER DIRECTLY OR BY CONTRIBUTIONS TO SIMILAR EXEMPT ORGANIZATIONS. 53 53 4 125 0 0 410156 198542 11311 37144 4421406 0 -112698 -108611 4730175 127075 32383 18161 0 0 79478 72278 0 0 0 206062 138593 317923 229032 4412252 -101957 8315295 8233680 879363 1208644 7435932 7025036 X TO PRESERVE AND TO ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS, OBJECTS, PLACES AND CUSTOMS RELATING TO THE HISTORY OF TEXAS, ITS NATURAL BEAUTY AND ALL THAT IS ADMIRABLY DISTINCTIVE TO TEXAS; AND BY SUCH PHYSICAL AND CULTURAL PRESERVATION TO KEEP THE HISTORY OF TEXAS LEGIBLE AND INTACT T0 EDUCATE THE PUBLIC, ESPECIALLY THE Y0UTH 0F T0DAY AND T0M0RR0W, WITH KN0WLEDGE 0F 0UR INHERITED REGIONAL VALUES. TO RECEIVE AND MAINTAIN A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY, OR BOTH, AND TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES EITHER DIRECTLY OR BY CONTRIBUTIONS TO SIMILAR EXEMPT ORGANIZATIONS. 0 0 49461 25720 EXPENSES INCURRED IN PROMOTING HISTORIC PRESERVATION AND HISTORICAL AWARENESS THROUGH COMMUNITY ACTIVITIES, INCLUDING CONDUCTING TOURS OF LOCAL HISTORIC SITES FOR SCHOOL CHILDREN, AWARDING SCHOLARSHIPS TO STUDENTS IN HISTORIC PRESERVATION OR RELATED FIELDS, AWARDING GRANTS TO ORGANIZATIONS OR INDIVIDUALS FOR EDUCATIONAL PROJECTS OF A HISTORIC NATURE, PROVIDING A RESOURCE LIBRARY FOR THE GENERAL PUBLIC RELATED TO HISTORIC ASSETS OF THE REGION. 117364 18161 11424 EXPENSES INCURRED IN PROMOTING HISTORIC PRESERVATION AND HISTORICAL AWARENESS THROUGH OPERATING HISTORIC PROPERTIES, INCLUDING THE OPERATION OF A LATE 19TH CENTURY HOUSE MUSEUM OPEN FOR TOURS DAILY, AND THE OPERATION AND MAINTENANCE OF A MID 19TH CENTURY ADOBE BLOCK HOUSE MUSEUM TO DEMONSTRATE POST MISSION ERA LIFE IN SAN ANTONIO. 166825 1 0 0 0 0 0 1 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 53 53 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KATHY RHOADS 2102246163 107 KING WILLIAM ST SAN ANTONIO TX 78204 SHIRLEY DYER DIRECTOR 2.00 0.00 X 0 0 0 MARK KUSEY DIRECTOR 0.00 2.00 X 0 0 0 LISA PIERCE DIRECTOR 0.00 2.00 X 0 0 0 JACQUELINE EPSTEIN CONTRERAS DIRECTOR 0.00 1.00 X 0 0 0 RICK HERNANDEZ DIRECTOR 2.00 0.00 X 0 0 0 JULIE TERRILL DIRECTOR 2.00 0.00 X 0 0 0 DIANE BAIRD BARGER DIRECTOR 0.00 2.00 X 0 0 0 LINDA SKOP DIRECTOR 0.00 2.00 X 0 0 0 TORREY STANLEY-CARLETON DIRECTOR 0.00 2.00 X 0 0 0 GEORGIA HENLEY GRUBB DIRECTOR 2.00 2.00 X 0 0 0 MARY FRUGE-MEDFORD DIRECTOR 2.00 2.00 X 0 0 0 CHRISTINA FORESTIER DIRECTOR 2.00 2.00 X 0 0 0 LYNN BOBBITT DIRECTOR AND FORMER PRESID 2.00 0.00 X 0 0 0 THELMA PARKER DIRECTOR 0.00 2.00 X 0 0 0 ERWIN DE LUNA DIRECTOR 2.00 2.00 X 0 0 0 KATE RUCKMAN DIRECTOR 0.00 2.00 X 0 0 0 DOLORES GUZMAN FARIAS DIRECTOR 0.00 2.00 X 0 0 0 MARI SANDOVAL DIRECTOR 0.00 2.00 X 0 0 0 LINDA ALWINE DIRECTOR 2.00 2.00 X 0 0 0 PAUL RINGENBACH DIRECTOR 2.00 2.00 X 0 0 0 ROBERT BUCHANAN DIRECTOR 2.00 0.00 X 0 0 0 WAYNE HARTMANN DIRECTOR 2.00 2.00 X 0 0 0 BARBARA HALL DIRECTOR 2.00 0.00 X 0 0 0 NANCY AVELLAR FORMER PRESIDENT 0.50 0.50 X 0 0 0 SUSAN BEAVIN FORMER PRESIDENT 0.50 0.50 X 0 0 0 LYNN BOBBITTNON-VOTING MEMBER FORMER PRESIDENT 0.50 0.50 X 0 0 0 JANET DIETEL FORMER PRESIDENT 0.50 0.50 X 0 0 0 JANET FRANCIS FORMER PRESIDENT 0.50 0.50 X 0 0 0 LORETTA HUDDLESTONNON-VOTING MEMBE FORMER PRESIDENT 0.50 0.50 X 0 0 0 MARCIE INCE FORMER PRESIDENT 0.50 0.50 X 0 0 0 BARBARA JOHNSON FORMER PRESIDENT 0.50 0.50 X 0 0 0 VIRGINIA NICHOLASNON-VOTING MEMBER FORMER PRESIDENT 0.50 0.50 X 0 0 0 JOANNA PARRISH FORMER PRESIDENT 0.50 0.50 X 0 0 0 SUE ANN PEMBERTON FORMER PRESIDENT 0.50 0.50 X 0 0 0 PEGGY PENSHORN FORMER PRESIDENT 0.50 0.50 X 0 0 0 PAULA PIPER FORMER PRESIDENT 0.50 0.50 X 0 0 0 INELL SCHOOLER FORMER PRESIDENT 0.50 0.50 X 0 0 0 ROLLETTE SCHRECKENGHOST FORMER PRESIDENT 0.50 0.50 X 0 0 0 JILL SOUTERNON-VOTING MEMBER FORMER PRESIDENT 0.50 0.50 X 0 0 0 PATTI ZAIONTZ FORMER PRESIDENT 0.50 35.00 X 0 0 0 KATHY RHOADS PRESIDENT 15.00 11.00 X X 0 0 0 KATHY KRNAVEK 1ST VICE PRESIDENT 5.00 5.00 X X 0 0 0 PATRICIA SEIDENBERGER 2ND VICE PRESIDENT 4.00 4.00 X X 0 0 0 TORREY STANLEY-CARLETON 3RD VICE PRESIDENT 3.00 3.00 X X 0 0 0 JANA FOREMAN 4TH VICE PRESIDENT 0.00 30.00 X X 0 0 0 MARGIE ARNOLD 5TH VICE PRESIDENT 2.00 2.00 X X 0 0 0 TERRY SCHOENERT SECRETARY 2.00 30.00 X X 0 0 0 LETICIA DIAZ TREASURER 2.00 2.00 X X 0 0 0 INELL SCHOOLER PRESIDENTIAL ADVISOR/ FORM 0.00 4.00 X X 0 0 0 MARGARET PRIESMEYER PARLIAMENTARIAN 0.00 2.00 X X 0 0 0 DOLORES WRIGHT NIOSA TREASURER 0.00 8.00 X X 0 0 0 MARY ROGERS CHAPLAIN 0.00 2.00 X X 0 0 0 VINCENT MICHAEL EXECUTIVE DIRECTOR 20.00 20.00 X 0 107815 13380 0 107815 13380 0 0 0 0 0 198542 198542 ADMISSIONS AND OTHER PROGRAMS 900099 37144 37144 37144 8800 117911 -109111 -109111 -109111 MISCELLANEOUS INCOME 900099 500 500 500 127075 -71967 0 500 X 17061 17061 1100 1100 57079 57079 10890 10890 4309 4309 65013 31896 33117 16330 9798 6532 6784 3392 3392 8733 8733 HISTORIC TOURS AND COMM 41733 31300 10433 229032 166825 62207 0 4037019 1244774 1386443 1747437 5644852 1862177 1825989 3782675 1065844 1458794 8315295 8233680 16613 13361 862750 1195283 879363 1208644 X 6538923 6128027 897009 897009 7435932 7025036 8315295 8233680 -101957 -308939 0 X 0 0 0 X X 1 SAN ANTONIO CONSERVATION SOCIETY 746015382 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINES 3B PER THE LEGAL OPINION GIVEN ON FEBRUARY 27, 2009, SAN ANTONIO CONSERVATION SOCIETY FOUNDATION QUALIFIES AS A PUBLIC CHARITY BY REASON OF ITS SUPPORT FOR THE SAN ANTONIO CONSERVATION SOCIETY, WHICH IS A PUBLICLY SUPPORTED ORGANIZATION DESCRIBED IN SECTION 501(C)(4). SCHEDULE A, PART IV, SECTION A, LINES 3C THERE IS AN ANNUAL BUDGET VOTED AND APPROVED BY THE BOARD. SCHEDULE A, PART IV, SECTION A, LINE 2 SAN ANTONIO CONSERVATION SOCIETY, THE SUPPORTED ORGANIZATION, RECEIVED A REVISED IRS DETERMINATION LETTER WHICH CONCLUDED THAT THE ORGANIZATION WAS EXEMPT UNDER 501(C)(4) RATHER THAN EXCLUSIVELY CHARITABLE AND EDUCATIONAL. X 15 15.00 15 1 1 40.00 2000 874181 X 0 1065843 -324645 81778 659420 1013043 110000 57200 1065843 508749 596364 15000 77070 1013043 513180 569 5000 508749 517798 382 5000 513180 0.15840 0.49560 0.34600 0 0 5217571 1837858 3379713 427281 24319 402962 3782675 OTHER LIABILITIES 800 DUE TO RELATED ENTITY 1194483 1195283 PART II, LINE 5: ONLY ONE FACADE EASEMENT IS CARRIED ON THE BALANCE SHEET. COSTS OF MONITORING ARE INCLUDED IN ADMINISTRATIVE EXPENSES. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF THREE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING SCHOLARSHIPS AND RESTORATION OF HISTORIC PROPERTIES. THE ENDOWMENTS INCLUDE BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). THE ELEANOR BENNETT EDUCATIONAL FUND IS FOR SCHOLARSHIPS AND EDUCATIONAL GRANTS; THE JORDAN ENDOWMENT IS FOR RESTORATION OF OWNED PROPERTIES; AND THE SAN ANTONIO CONSERVATION SOCIETY FOUNDATION ENDOWMENT IS FOR MAINTENANCE OF OWNED PROPERTIES. 1 2 0 PART I, LINE 2: THE SAN ANTONIO CONSERVATION SOCIETY FOUNDATION REQUIRES THE EDUCATIONAL INSTITUTIONS TO PROVIDE A LIST OF STUDENTS GRANTED SCHOLARSHIPS AND THE PURPOSE OF THESE SCHOLARSHIPS. FOR EDUCATIONAL PROGRAMS THAT ARE GRANTED ASSISTANCE TO PRODUCE EDUCATIONAL PRODUCTS, THE SAN ANTONIO CONSERVATION SOCIETY FOUNDATION RECEIVES A COPY OF THE PRODUCTS. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION SAN ANTONIO CONSERVATION SOCIETY FOUNDATION 107 KING WILLIAM ST SAN ANTONIO, TX 78204 EMPLOYER IDENTIFICATION NUMBER: 74-1664620 FOR THE YEAR ENDING JUNE 31, 2023 SAN ANTONIO CONSERVATION SOCIETY IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION A, LINE 2 FORMER PRESIDENT PATTI ZAIONTZ AND SECRETARY TERRY SCHOENERT HAVE A FAMILY RELATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990 WITH THE ORGANIZATION'S INTERNAL ACCOUNTING DEPARTMENT. THE FORM 990 IS REVIEWED BY MANAGEMENT, THEN IT IS DISTRIBUTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED EVERY 3-MONTHS AND DISCUSSED AT BOARD ORIENTATION EVERY SEPTEMBER. BOARD MEMBERS WHO HAVE A CONFLICT DO NOT VOTE ON THE MATTER, AND MAY BE ASKED TO LEAVE DURING BOARD DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BUDGET COMMITTEE ANNUALLY REVIEWS THE COMPENSATION FOR THE KEY EMPLOYEES AND TOP MANAGEMENT OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AND THE FORM 990 IS POSTED TO GUIDESTAR. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 31,896. MANAGEMENT AND GENERAL EXPENSES 33,117. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,013. SAN ANTONIO CONSERVATION SOCIETY 107 KING WILLIAM ST SAN ANTONIO TX 78205 746015382 TO PRESERVE AND TO ENCOURAGE PRESERVATION OF HISTORIC BUILDINGS TX 501(C)(4) N/A 0 CONSERVATION CELEBRATION 107 KING WILLIAM ST SAN ANTONIO TX 78205 922623820 SUPPORTING ORGANIZATION FOR SAN ANTONIO CONSERVATION SOCIETY TX 501(C)(3) LINE 12A, I 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SAN ANTONIO CONSERVATION SOCIETY D 1711539 FINANCIAL STATEMENTS SAN ANTONIO CONSERVATION SOCIETY E 1194483 FINANCIAL STATEMENTS