Civic Intelligence

The Overstreet Foundation

EIN 61-1855484 • Austin, TX

Pub. 78 Eligible
5305 Arbutus CoveAustin, TX 78746
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

1.2%

Faster revenue growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$2,939,142

Up $532,782 (+22%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$2,939,142

Up $532,782 (+22%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin96th percentile

Revenue

Up

$628,553

Up $7,201 (+1.2%) from 2023

Expenses

Down

$98,398

Down $60,004 (-38%) from 2023

Net Income

Up

$530,155

Up $67,205 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2018: $183,400Liabilities 2018: $0Net Assets 2018: $183,4002018Assets 2019: $432,212Liabilities 2019: $1Net Assets 2019: $432,2122019Assets 2020: $1,141,144Liabilities 2020: $1Net Assets 2020: $1,141,1442020Assets 2021: $1,437,847Liabilities 2021: $1Net Assets 2021: $1,437,8472021Assets 2022: $1,943,410Liabilities 2022: $1Net Assets 2022: $1,943,4102022Assets 2023: $2,406,360Liabilities 2023: $1Net Assets 2023: $2,406,3602023Assets 2024: $2,939,142Liabilities 2024: $0Net Assets 2024: $2,939,1422024

Latest loaded filing

2024

Assets$2,939,142
Liabilities$0
Net Assets$2,939,142
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2018: $200,998Expenses 2018: $18,497Net Income 2018: $182,5012018Revenue 2019: $272,332Expenses 2019: $23,520Net Income 2019: $248,8122019Revenue 2020: $766,146Expenses 2020: $52,830Net Income 2020: $713,3162020Revenue 2021: $400,909Expenses 2021: $104,206Net Income 2021: $296,7032021Revenue 2022: $609,553Expenses 2022: $103,990Net Income 2022: $505,5632022Revenue 2023: $621,352Expenses 2023: $158,402Net Income 2023: $462,9502023Revenue 2024: $628,553Expenses 2024: $98,398Net Income 2024: $530,1552024

Latest loaded filing

2024

Revenue$628,553
Expenses$98,398
Net Income$530,155
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.63$0.10$0.53
2023Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.62$0.16$0.46
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.61$0.10$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.40$0.10$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.77$0.05$0.71
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.27$0.02$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.20$0.02$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 16, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADRIAN OVERSTREETDirector-$0--
COURTNEY BUNTEDirector-$0--
MICHELLE M HANDLEYDirector-$0--
JEANNE ROBINSON WOLFDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROTARY CLUB OF LAKEWAY-LAKE TRAVIS FOUNDATION INCTO SUPPORT LAKE TRAVIS INDEPENDENT SCHOOL DISTRICT'S NEEDY STUDENTS-LAKEWAY, TX, US$50,000
Paid GrantFLORENCE BLUE SANTATO PROVIDE GIFTS TO FAMILIES IN NEED.-FLORENCE, TX, US$15,000
Paid GrantRIVER RUN RANCH AND ANIMAL RESCUETO RESCUE ANIMALS SUCH AS ABANDONED, STRAY, OR HOMELESS PUPPIES AND KITTENS.-LAMPASAS, TX, US$10,000
Filing and Contact Details

Filer

Filer Name
The Overstreet Foundation
EIN
61-1855484
Phone
5123273133
Address
5305 ARBUTUS COVE, AUSTIN, TX 78746

Signing Officer

Name
Adrian Overstreet
Title
President
Phone
5123273133
Signed
2026-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Maxwell Locke & Ritter Llp
Address
401 CONGRESS AVENUE SUITE 2000, AUSTIN, TX 78701-9682
Preparer
Dana Mccartney
Phone
5123703200
Raw XML Appendix353 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT FOR DETAILS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ADRIAN OVERSTREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05123273133
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05305 ARBUTUS COVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078746
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ADRIAN OVERSTREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE GIFTS TO FAMILIES IN NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT LAKE TRAVIS INDEPENDENT SCHOOL DISTRICT'S NEEDY STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO RESCUE ANIMALS SUCH AS ABANDONED, STRAY, OR HOMELESS PUPPIES AND KITTENS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FLORENCE BLUE SANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ROTARY CLUB OF LAKEWAY-LAKE TRAVIS FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RIVER RUN RANCH AND ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0106 SOUTH PATTERSON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 341841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25970 COUNTY ROAD 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FLORENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAKEWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAMPASAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178738
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276550
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017425
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt064777
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0251306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030364
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082202
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030364
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0203517
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt064777
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ADRIAN OVERSTREET
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ADRIAN OVERSTREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05305 ARBUTUS COVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15305 ARBUTUS COVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0AUSTIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1AUSTIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078746
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd178746
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1398325
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0398325
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01470 SHS OF APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02025-12-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05330
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05330
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt046
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT - NO TAX EFFECT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0503
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK SERVICE CHARGES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIAN OVERSTREET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05123273133
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OVERSTREET FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OVER
ReturnHeader/Filer/EIN0611855484
ReturnHeader/Filer/PhoneNum05123273133
ReturnHeader/Filer/USAddress/AddressLine1Txt05305 ARBUTUS COVE
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078746
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742900215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAXWELL LOCKE & RITTER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 CONGRESS AVENUE SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0787019682
ReturnHeader/PreparerPersonGrp/PhoneNum05123703200
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA MCCARTNEY
ReturnHeader/ReturnTs02026-03-24T16:52:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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