Civic Intelligence

The Scott Petty Family Foundation

EIN 74-2146978 • San Antonio, TX

Pub. 78 Eligible
1027 Austin HWY Suite 200San Antonio, TX 78209
Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

80th percentile

36%

Higher net margin than 80% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

48th percentile

2.9%

Faster asset growth than 48% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

41%

Faster revenue growth than 76% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,981,243

Up $170,195 (+2.9%) from 2023

Liabilities

Down

$9,427

Down $9,057 (-49%) from 2023

Net Assets

Up

$5,971,816

Up $179,252 (+3.1%) from 2023

Revenue

Up

$501,658

Up $146,585 (+41%) from 2023

Expenses

Down

$322,406

Down $616,131 (-66%) from 2023

Net Income

Up

$179,252

Up $762,716 (+131%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,029,620Liabilities 2011: $02011Assets 2012: $2,779,229Liabilities 2012: $02012Assets 2013: $3,558,173Liabilities 2013: $5,7432013Assets 2014: $3,532,023Liabilities 2014: $02014Assets 2015: $3,091,997Liabilities 2015: $1,944Net Assets 2015: $3,090,0532015Assets 2017: $3,525,945Liabilities 2017: $5,580Net Assets 2017: $3,520,3652017Assets 2018: $7,330,931Liabilities 2018: $7,432Net Assets 2018: $7,323,4992018Assets 2019: $6,950,654Liabilities 2019: $171Net Assets 2019: $6,950,4832019Assets 2020: $6,218,010Liabilities 2020: $10,279Net Assets 2020: $6,207,7312020Assets 2021: $6,448,600Liabilities 2021: $8,063Net Assets 2021: $6,440,5372021Assets 2022: $6,393,062Liabilities 2022: $17,034Net Assets 2022: $6,376,0282022Assets 2023: $5,811,048Liabilities 2023: $18,484Net Assets 2023: $5,792,5642023Assets 2024: $5,981,243Liabilities 2024: $9,427Net Assets 2024: $5,971,8162024

Highlighted filing

2024

Assets$5,981,243
Liabilities$9,427
Net Assets$5,971,816

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $527,952Expenses 2011: $240,400Net Income 2011: $287,5522011Revenue 2012: $70,338Expenses 2012: $228,657Net Income 2012: -$158,3192012Revenue 2013: $1,147,213Expenses 2013: $374,012Net Income 2013: $773,2012013Revenue 2014: $423,967Expenses 2014: $444,374Net Income 2014: -$20,4072014Revenue 2015: $273,863Expenses 2015: $308,588Net Income 2015: -$34,7252015Revenue 2017: $677,553Expenses 2017: $176,996Net Income 2017: $500,5572017Revenue 2018: $5,843,361Expenses 2018: $279,103Net Income 2018: $5,564,2582018Revenue 2019: $736,041Expenses 2019: $685,672Net Income 2019: $50,3692019Revenue 2020: -$36,451Expenses 2020: $706,301Net Income 2020: -$742,7522020Revenue 2021: $913,296Expenses 2021: $680,490Net Income 2021: $232,8062021Revenue 2022: $886,421Expenses 2022: $950,930Net Income 2022: -$64,5092022Revenue 2023: $355,073Expenses 2023: $938,537Net Income 2023: -$583,4642023Revenue 2024: $501,658Expenses 2024: $322,406Net Income 2024: $179,2522024

Highlighted filing

2024

Revenue$501,658
Expenses$322,406
Net Income$179,252

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Sep 16, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Director-$0--
-Director-$0--
Filing and Contact Details

Filer

Filer Name
The Scott Petty Family Foundation
EIN
74-2146978
Phone
2102256571
Address
1027 Austin HWY Suite 200, San Antonio, TX 78209

Signing Officer

Name
Scott Petty
Title
Trustee
Signed
2025-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
8200 W Interstate 10 Suite 900, San Antonio, TX 78230-3806
Preparer
Stephanie a Bostick CPA
Phone
2103419400
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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/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Scott Petty Jr
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0711 NAVARRO SUITE 235
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02102257176
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SCOTT PETTY JR., E.H. PETTY SUBMITTED FOR BOARD OF DIRECTORS MUST BE FOR A QUALIFIED PURPOSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Scott Petty Jr and Eleanor Petty
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02102257176
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0711 Navarro Ste 235
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0San Antonio
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078208
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCOTT PETTY JR. and E.H. PETTY EDUCATION, AMATEUR SPORTS (EXCLUDING EQUIPMENT), TESTING FOR PUBLIC SAFETY, PREVENTION OF CRUELTY TO ANIMALS & CHILDREN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Not Applicable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0193128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE PART XV SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01027 AUSTIN HWY SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078209
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Not Applicable
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0193128
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt0193128
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0418357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0225229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0506527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0458654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0172896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0278317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0214241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0225229
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01405406
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0506527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0458654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0172896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0267329
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0193128
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01405406
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01630635
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Computer Equipment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0827
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt166775
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0205
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0205
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt018484
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Accounts Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt09427
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt140722
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER LEGAL/PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt140722
TaxesSchedule/TaxesDetail/Amt013395
TaxesSchedule/TaxesDetail/Amt16334
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06334
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Petty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Scott Petty Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0742146978
ReturnHeader/Filer/PhoneNum02102256571
ReturnHeader/Filer/USAddress/AddressLine1Txt01027 Austin HWY Suite 200
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08200 W Interstate 10 Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782303806
ReturnHeader/PreparerPersonGrp/PhoneNum02103419400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE A BOSTICK CPA
ReturnHeader/ReturnTs02025-09-16T08:52:58+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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