Civic Intelligence

Perry Gething Foundation

990PF • Fiscal year 2023 • EIN 74-2359576

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 12, 2024

Organization Profile
PO Box 830233San Antonio, TX 78283-0233

(210) 227-9498

Siviq Scores

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

Liabilities / Assets

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.29x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

57th percentile

7.4%

Higher net margin than 57% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

41st percentile

$60,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

41st percentile

0.9%

Faster asset growth than 41% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

7.0%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$5,958,804

Up $55,046 (+0.9%) from 2022

Net Assets

Up

$5,858,804

Up $25,046 (+0.4%) from 2022

Liabilities

Up

$100,000

Up $30,000 (+43%) from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin57th percentile

Revenue

Up

$340,331

Up $22,200 (+7.0%) from 2022

Expenses

Down

$315,285

Down $22,312 (-6.6%) from 2022

Net Income

Up

$25,046

Up $44,512 (+229%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,488,229Liabilities 2012: $02012Assets 2013: $5,575,390Liabilities 2013: $02013Assets 2014: $5,614,692Liabilities 2014: $0Net Assets 2014: $5,614,6922014Assets 2015: $5,636,053Liabilities 2015: $63,5922015Assets 2016: $5,690,712Liabilities 2016: $91,699Net Assets 2016: $5,599,0132016Assets 2017: $5,674,261Liabilities 2017: $20,000Net Assets 2017: $5,654,2612017Assets 2018: $5,682,121Liabilities 2018: $10,000Net Assets 2018: $5,672,1212018Assets 2019: $5,766,176Liabilities 2019: $0Net Assets 2019: $5,766,1762019Assets 2020: $5,832,961Liabilities 2020: $25,000Net Assets 2020: $5,807,9612020Assets 2021: $5,923,224Liabilities 2021: $70,000Net Assets 2021: $5,853,2242021Assets 2022: $5,903,758Liabilities 2022: $70,000Net Assets 2022: $5,833,7582022Assets 2023: $5,958,804Liabilities 2023: $100,000Net Assets 2023: $5,858,8042023Assets 2024: $5,951,281Liabilities 2024: $95,000Net Assets 2024: $5,856,2812024Assets 2025: $6,147,373Liabilities 2025: $114,523Net Assets 2025: $6,032,8502025

Highlighted filing

2023

Assets$5,958,804
Liabilities$100,000
Net Assets$5,858,804
Open 2023 Filing

Operations Trend

Revenue Growth51st percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $407,930Expenses 2012: $277,229Net Income 2012: $130,7012012Revenue 2013: $263,531Expenses 2013: $176,370Net Income 2013: $87,1612013Revenue 2014: $236,573Expenses 2014: $197,271Net Income 2014: $39,3022014Revenue 2015: $273,118Expenses 2015: $276,409Net Income 2015: -$3,2912015Revenue 2016: $248,355Expenses 2016: $221,803Net Income 2016: $26,5522016Revenue 2017: $265,494Expenses 2017: $210,246Net Income 2017: $55,2482017Revenue 2018: $283,361Expenses 2018: $264,989Net Income 2018: $18,3722018Revenue 2019: $342,386Expenses 2019: $248,331Net Income 2019: $94,0552019Revenue 2020: $337,678Expenses 2020: $287,415Net Income 2020: $50,2632020Revenue 2021: $327,570Expenses 2021: $282,307Net Income 2021: $45,2632021Revenue 2022: $318,131Expenses 2022: $337,597Net Income 2022: -$19,4662022Revenue 2023: $340,331Expenses 2023: $315,285Net Income 2023: $25,0462023Revenue 2024: $318,004Expenses 2024: $320,527Net Income 2024: -$2,5232024Revenue 2025: $382,865Expenses 2025: $348,287Net Income 2025: $34,5782025

Highlighted filing

2023

Revenue$340,331
Expenses$315,285
Net Income$25,046
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 12, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE M PERRYSecretary/TreasurerPT$60,000-$60,000
SARA JANE BRITTISVice PresidentPT$30,000-$30,000
ROBERT PERRYPresidentPT$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Perry-gething Foundation
EIN
74-2359576
In Care Of
% SARAJANE BRITTIS
Phone
2102279498
Address
PO BOX 830233, SAN ANTONIO, TX 78283-0233

Signing Officer

Name
Sarajane Brittis
Title
Vice President
Phone
2102279498
Signed
2024-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 W Houston St Ste 1901, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01525092
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01525092
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05958804
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023821387
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0100000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt230000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT PERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARA JANE BRITTIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 830233
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2782830233
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IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0296960
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0296960
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0316138
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0321115
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0282066
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt01079156
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0255425
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0268717
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0272948
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01985-07-19
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0296960
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01162511
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0321202
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0269310
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0275039
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0296960
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01162511
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0321202
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0269310
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0275039
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0326014
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt01174716
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0318094
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0262253
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0268355
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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/PayCompDisqualifiedPrsnInd0true
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 830233
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0782830233
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SARAJANE BRITTIS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02102279498
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MAINTAINS AND RESTORES HISTORICALLY SIGNIFICANT HOUSES. THESE HOUSES HAVE REQUIRED EXTENSIVE RESTORATION AND RESTORATION WORK IS CONTINUING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE HOUSES ARE OPEN PERIODICALLY FOR TOURS AND CULTURAL ACTIVITIES FOR THE COMMUNITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0225633
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0478371
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1934502
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ANTIQUES, JEWELRY&AUTOMOBILES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER CHARITABLE ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0478371
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1934502
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07600000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16910000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,958,804
Liabilities
$100,000
Net assets
$5,858,804
Revenue
$340,331
Expenses
$315,285
Net income
$25,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.15$0.11$6.03$0.38$0.35$0.03
2024Detailed filing. Detailed filing data is available for this year.$5.95$0.10$5.86$0.32$0.32$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.10$5.86$0.34$0.32$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.90$0.07$5.83$0.32$0.34$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.92$0.07$5.85$0.33$0.28$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.83$0.03$5.81$0.34$0.29$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.34$0.25$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.68$0.01$5.67$0.28$0.26$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.67$0.02$5.65$0.27$0.21$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.69$0.09$5.60$0.25$0.22$0.03
2015Summary only. Only limited summary data is available for this year.$5.64$0.06$0.27$0.28$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.24$0.20$0.04
2013Summary only. Only limited summary data is available for this year.$5.58$0.00$0.26$0.18$0.09
2012Summary only. Only limited summary data is available for this year.$5.49$0.00$0.41$0.28$0.13