Civic Intelligence

The Scott Petty Family Foundation

990PF • Fiscal year 2015 • EIN 74-2146978

Dec 01, 2014 to Nov 30, 2015 • Filed on Oct 15, 2016

Organization Profile
1027 Austin Hwy Suite 200San Antonio, TX 78209

(210) 225-7176

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.01x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

9th percentile

-12%

Faster asset growth than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,091,997

Down $440,026 (-12%) from 2014

Net Assets

$3,090,053

No earlier filing loaded for comparison.

Liabilities

Up

$1,944

Up $1,944 from 2014

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin23rd percentile

Revenue

Down

$273,863

Down $150,104 (-35%) from 2014

Expenses

Down

$308,588

Down $135,786 (-31%) from 2014

Net Income

Down

-$34,725

Down $14,318 (-70%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$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

2015

Assets$3,091,997
Liabilities$1,944
Net Assets$3,090,053
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$273,863
Expenses$308,588
Net Income-$34,725
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Oct 15, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott Petty JrDirector-$0--
Eleanor PettyDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE PART XV SCHEDULEGENERAL SUPPORT FUNCTION-SAN ANTONIO, TX, US$280,583
Filing and Contact Details

Filer

Filer Name
The Scott Petty Foundation
EIN
74-2146978
In Care Of
% SCOTT PETTY JR
Address
1027 Austin Hwy Suite 200, San Antonio, TX 78209

Signing Officer

Name
Scott Petty JR
Title
Officer
Phone
2102257176
Signed
2016-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
10001 REUNION PLACE SUITE 400, SAN ANTONIO, TX 78216-4137
Preparer
Patricia Quintana-Perron
Phone
2103419400
Raw XML Appendix322 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/RecipientUSAddress/AddressLine1Txt01027 Austin Hwy Ste 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0San Antonio
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078208
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0EDUCATION, AMATEUR SPORTS (EXCLUDING EQUIPMENT), TESTING FOR PUBLIC SAFETY, PREVENTION OF CRUELTY TO ANIMALS & CHILDREN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0280583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT FUNCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE PART XV SCHEDULE
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/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0280583
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/AppliedToCurrentYearAmt0174931
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0174931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0234696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0168145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056425
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056425
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0596472
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0111196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0234696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0168145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041433
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt041002
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0286127
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0111196
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0652897
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0541701
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0850
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTER-ENTITY RECEIVABLE - PRC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OVERHEAD/MANAGEMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt030
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt030
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INTER-ENTITY PAYABLE - PRC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01944
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015961
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14794
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER LEGAL/PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04794
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015961
TaxesSchedule/TaxesDetail/Amt06500
TaxesSchedule/TaxesDetail/CategoryTxt0TAX BASED ON INVESTMENT INCOME
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Petty JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02102257176
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Scott Petty Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0742146978
ReturnHeader/Filer/InCareOfNm0% SCOTT PETTY JR
ReturnHeader/Filer/USAddress/AddressLine1Txt01027 Austin Hwy Suite 200
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010001 REUNION PLACE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782164137
ReturnHeader/PreparerPersonGrp/PhoneNum02103419400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Quintana-Perron
ReturnHeader/ReturnTs02016-10-17T15:41:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,091,997
Liabilities
$1,944
Net assets
$3,090,053
Revenue
$273,863
Expenses
$308,588
Net income
-$34,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.98$0.01$5.97$0.50$0.32$0.18
2023Detailed filing. Detailed filing data is available for this year.$5.81$0.02$5.79$0.36$0.94$0.58
2022Detailed filing. Detailed filing data is available for this year.$6.39$0.02$6.38$0.89$0.95$0.06
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.01$6.44$0.91$0.68$0.23
2020Detailed filing. Detailed filing data is available for this year.$6.22$0.01$6.21$0.04$0.71$0.74
2019Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.74$0.69$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.33$0.01$7.32$5.84$0.28$5.56
2017Detailed filing. Detailed filing data is available for this year.$3.53$0.01$3.52$0.68$0.18$0.50
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.27$0.31$0.03
2014Summary only. Only limited summary data is available for this year.$3.53$0.00$0.42$0.44$0.02
2013Summary only. Only limited summary data is available for this year.$3.56$0.01$1.15$0.37$0.77
2012Summary only. Only limited summary data is available for this year.$2.78$0.00$0.07$0.23$0.16
2011Summary only. Only limited summary data is available for this year.$3.03$0.00$0.53$0.24$0.29