Civic Intelligence

Labatt Foundation Inc.

990PF • Fiscal year 2022 • EIN 26-0580240

Oct 01, 2021 to Sep 30, 2022 • Filed on Jul 30, 2023

4500 Industry Park DrSan Antonio, TX 78218

(210) 661-4216

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

2nd percentile

-370%

Higher net margin than 2% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.8%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$10,638,815

Down $537,943 (-4.8%) from 2021

Net Assets

Down

$10,538,932

Down $561,041 (-5.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$151,582

Down $772,654 (-84%) from 2021

Expenses

Up

$712,623

Up $92,589 (+15%) from 2021

Net Income

Down

-$561,041

Down $865,243 (-284%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $790,847Liabilities 2012: $0Net Assets 2012: $790,8472012Assets 2013: $772,643Liabilities 2013: $0Net Assets 2013: $772,6432013Assets 2017: $738,386Liabilities 2017: $0Net Assets 2017: $738,3862017Assets 2018: $11,122,007Liabilities 2018: $0Net Assets 2018: $11,122,0072018Assets 2019: $11,026,509Liabilities 2019: $0Net Assets 2019: $11,026,5092019Assets 2020: $10,795,771Liabilities 2020: $0Net Assets 2020: $10,795,7712020Assets 2021: $11,176,758Liabilities 2021: $0Net Assets 2021: $11,099,9732021Assets 2022: $10,638,815Liabilities 2022: $0Net Assets 2022: $10,538,9322022Assets 2023: $10,773,857Liabilities 2023: $516,000Net Assets 2023: $10,257,8572023Assets 2024: $9,901,498Liabilities 2024: $0Net Assets 2024: $9,901,4982024Assets 2025: $10,814,179Liabilities 2025: $0Net Assets 2025: $10,814,1792025

Highlighted filing

2022

Assets$10,638,815
Liabilities$0
Net Assets$10,538,932

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2012: $47,4122012Expenses 2013: $40,0002013Revenue 2017: $97,565Expenses 2017: $51,265Net Income 2017: $46,3002017Revenue 2018: $11,159,315Expenses 2018: $775,694Net Income 2018: $10,383,6212018Revenue 2019: $219,057Expenses 2019: $314,555Net Income 2019: -$95,4982019Revenue 2020: $347,387Expenses 2020: $578,125Net Income 2020: -$230,7382020Revenue 2021: $924,236Expenses 2021: $620,034Net Income 2021: $304,2022021Revenue 2022: $151,582Expenses 2022: $712,623Net Income 2022: -$561,0412022Revenue 2023: $316,298Expenses 2023: $676,804Net Income 2023: -$360,5062023Revenue 2024: $269,667Expenses 2024: $626,026Net Income 2024: -$356,3592024Revenue 2025: $1,603,263Expenses 2025: $690,582Net Income 2025: $912,6812025

Highlighted filing

2022

Revenue$151,582
Expenses$712,623
Net Income-$561,041
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jul 30, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Blair P Labatt JrPresident-$0--
Annie M LabattVice President-$0--
Al SilvaSecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSouthwest Community FoundationProgram SupportPCDALLAS, TX, US$562,000
Paid GrantOpera San AntonioProgram SupportPCSan Antonio, TX, US$25,000
Paid GrantChristus Children's Hospital of San AntonioProgram SupportPCSan Antonio, TX, US$25,000
Paid GrantHouston Grand OperaProgram SupportPCHouston, TX, US$10,738
Paid GrantAlamo Heights PresbyterianProgram SupportPCSan Antonio, TX, US$10,000
Paid GrantCHILDRENS BEREAVEMENT CENTERProgram SupportPCSan Antonio, TX, US$5,000
Paid GrantPhil Hardberger Park ConservancyProgram SupportPCSan Antonio, TX, US$3,000
Filing and Contact Details

Filer

Filer Name
Labatt Foundation Inc
EIN
26-0580240
In Care Of
% GUY HAMILTON
Phone
2106614216
Address
4500 Industry Park Dr, San Antonio, TX 78218

Signing Officer

Name
Blair Labatt
Title
President
Phone
2103428000
Signed
2023-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Pa
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
Kevin Caivano
Phone
2103428000
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04500 INDUSTRY PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078218
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GUY HAMILTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum02106614216
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BLAIR P LABATT JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010738
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6562000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Houston Grand Opera
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Opera San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Alamo Heights Presbyterian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Christus Children's Hospital of San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHILDRENS BEREAVEMENT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Phil Hardberger Park Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Southwest Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0510 Preston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14500 Industry Park Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26201 Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3333 N Santa Rosa St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4205 W Olmos Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51021 Voelcker Ln 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt612700 Hillcrest Rd Suite 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DALLAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0640738
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01251
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0639487
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0635875
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01107099
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0640738
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt01107099
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01107099
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0634624
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0639487
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0860
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt042468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt042468
TaxesSchedule/TaxesDetail/Amt021807
TaxesSchedule/TaxesDetail/CategoryTxt0IRS ES PAYMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Blair Labatt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02103428000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LABATT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LABA
ReturnHeader/Filer/EIN0260580240
ReturnHeader/Filer/InCareOfNm0% GUY HAMILTON
ReturnHeader/Filer/PhoneNum02106614216
ReturnHeader/Filer/USAddress/AddressLine1Txt04500 Industry Park Dr
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09901 IH-10 Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02103428000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Caivano
ReturnHeader/ReturnTs02023-08-08T13:00:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Blair
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Labatt
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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