Civic Intelligence

Stuart Griffin Perlitz Foundation

990PF • Fiscal year 2021 • EIN 74-6066479

Jun 01, 2020 to May 31, 2021 • Filed on Oct 13, 2021

PO Box 1499Boerne, TX 78006

(830) 249-1140

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

14%

Higher net margin than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

5.5%

Faster asset growth than 53% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

43%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$144,763

Up $7,604 (+5.5%) from 2020

Net Assets

Up

$144,763

Up $7,604 (+5.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$52,709

Up $15,872 (+43%) from 2020

Expenses

Down

$45,105

Down $18,336 (-29%) from 2020

Net Income

Up

$7,604

Up $34,208 (+129%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $491,051Liabilities 2012: $0Net Assets 2012: $491,0512012Assets 2013: $438,708Liabilities 2013: $0Net Assets 2013: $438,7082013Assets 2014: $391,322Liabilities 2014: $0Net Assets 2014: $391,3222014Assets 2015: $328,506Liabilities 2015: $0Net Assets 2015: $328,5062015Assets 2016: $316,090Liabilities 2016: $0Net Assets 2016: $316,0902016Assets 2017: $283,216Liabilities 2017: $0Net Assets 2017: $283,2162017Assets 2019: $163,763Liabilities 2019: $02019Assets 2020: $137,159Liabilities 2020: $0Net Assets 2020: $137,1592020Assets 2021: $144,763Liabilities 2021: $0Net Assets 2021: $144,7632021Assets 2022: $156,743Liabilities 2022: $0Net Assets 2022: $156,7432022Assets 2023: $162,877Liabilities 2023: $0Net Assets 2023: $162,8772023Assets 2024: $124,852Liabilities 2024: $0Net Assets 2024: $124,8522024Assets 2025: $115,161Liabilities 2025: $0Net Assets 2025: $115,1612025

Highlighted filing

2021

Assets$144,763
Liabilities$0
Net Assets$144,763

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $78,5992012Expenses 2013: $91,8352013Revenue 2014: $53,370Expenses 2014: $100,756Net Income 2014: -$47,3862014Revenue 2015: $28,283Expenses 2015: $91,099Net Income 2015: -$62,8162015Revenue 2016: $66,116Expenses 2016: $78,532Net Income 2016: -$12,4162016Revenue 2017: $47,090Expenses 2017: $79,964Net Income 2017: -$32,8742017Revenue 2019: $46,538Expenses 2019: $65,908Net Income 2019: -$19,3702019Revenue 2020: $36,837Expenses 2020: $63,441Net Income 2020: -$26,6042020Revenue 2021: $52,709Expenses 2021: $45,105Net Income 2021: $7,6042021Revenue 2022: $59,881Expenses 2022: $47,901Net Income 2022: $11,9802022Revenue 2023: $61,475Expenses 2023: $55,341Net Income 2023: $6,1342023Revenue 2024: $52,964Expenses 2024: $90,989Net Income 2024: -$38,0252024Revenue 2025: $61,800Expenses 2025: $71,491Net Income 2025: -$9,6912025

Highlighted filing

2021

Revenue$52,709
Expenses$45,105
Net Income$7,604
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 13, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R PERLITZSec/Treas-$0--
LEA GRIFFIN PERLITZPresident-$0--
Filing and Contact Details

Filer

Filer Name
Stuart Griffin Perlitz Foundation
EIN
74-6066479
Phone
8302491140
Address
PO BOX 1499, BOERNE, TX 78006

Signing Officer

Name
Lea Griffin Perlitz
Title
President
Phone
8302491150
Signed
2021-10-13

Preparer

Firm
Lawrence Blackburn Meek Maxey & Co
Address
2920 EASTEX FWY, BEAUMONT, TX 77703-4643
Preparer
William D Maxey
Phone
4098987610
Raw XML Appendix346 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/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02718 WEST WOODLAWN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 363
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26501 ALMEDA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt338 CASCADE CAVERNS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4285 OBLATE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5202 W KRONKSY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 10011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8216 WEST HIGHLAND DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9202 W KRONKOSKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10P O BOX 1087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOERNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOERNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOERNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6INGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BEAUMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BOERNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BOERNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10BOERNE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd678025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd777710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd878006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd978006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1078006
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041500
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/AppliedToCurrentYearAmt035963
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07809
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07809
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010518
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01673
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08889
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05537
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049190
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043653
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0836
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0836
TaxesSchedule/TaxesDetail/Amt0503
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0503
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEA GRIFFIN PERLITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08302491150
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STUART GRIFFIN PERLITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STUA
ReturnHeader/Filer/EIN0746066479
ReturnHeader/Filer/PhoneNum08302491140
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1499
ReturnHeader/Filer/USAddress/CityNm0BOERNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760001095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAWRENCE BLACKBURN MEEK MAXEY & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02920 EASTEX FWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0777034643
ReturnHeader/PreparerPersonGrp/PhoneNum04098987610
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM D MAXEY
ReturnHeader/ReturnTs02021-10-29T16:29:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERLITZ
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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