Civic Intelligence

Southgate Foundation Inc.

990 • Fiscal year 2021 • EIN 76-0352686

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileN/A
1959 University BlvdHouston, TX 77030

(713) 524-9782

Siviq Scores

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

Liabilities / Assets

55th percentile

0.09x

Higher debt load relative to assets than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.28x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

29th percentile

1.4%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$7,999

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

21st percentile

-2.0%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

6.5%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,715,007

Down $34,687 (-2.0%) from 2020

Net Assets

Up

$1,552,744

Up $11,000 (+0.7%) from 2020

Liabilities

Down

$162,263

Down $45,687 (-22%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin29th percentile

Revenue

Up

$572,519

Up $35,067 (+6.5%) from 2020

Expenses

Up

$564,441

Up $121,675 (+27%) from 2020

Net Income

Down

$8,078

Down $86,608 (-91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,525,219Liabilities 2010: $245,596Net Assets 2010: $1,279,6232010Assets 2011: $1,545,073Liabilities 2011: $241,285Net Assets 2011: $1,303,7882011Assets 2012: $1,686,499Liabilities 2012: $236,689Net Assets 2012: $1,449,8102012Assets 2013: $1,676,156Liabilities 2013: $234,535Net Assets 2013: $1,441,6212013Assets 2014: $1,645,307Liabilities 2014: $234,430Net Assets 2014: $1,410,8772014Assets 2015: $1,651,054Liabilities 2015: $227,515Net Assets 2015: $1,423,5392015Assets 2016: $1,657,701Liabilities 2016: $217,601Net Assets 2016: $1,440,1002016Assets 2017: $2,070,652Liabilities 2017: $204,225Net Assets 2017: $1,866,4272017Assets 2018: $1,715,616Liabilities 2018: $199,302Net Assets 2018: $1,516,3142018Assets 2019: $1,686,377Liabilities 2019: $194,731Net Assets 2019: $1,491,6462019Assets 2020: $1,749,694Liabilities 2020: $207,950Net Assets 2020: $1,541,7442020Assets 2021: $1,715,007Liabilities 2021: $162,263Net Assets 2021: $1,552,7442021Assets 2022: $1,897,052Liabilities 2022: $272,441Net Assets 2022: $1,624,6112022Assets 2023: $1,781,029Liabilities 2023: $148,080Net Assets 2023: $1,632,9492023Assets 2024: $1,944,212Liabilities 2024: $142,362Net Assets 2024: $1,801,8502024

Highlighted filing

2021

Assets$1,715,007
Liabilities$162,263
Net Assets$1,552,744
Open 2021 Filing

Operations Trend

Revenue Growth43rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $651,860Expenses 2010: $691,931Net Income 2010: -$40,0712010Revenue 2011: $1,252,257Expenses 2011: $1,236,502Net Income 2011: $15,7552011Revenue 2012: $724,165Expenses 2012: $588,689Net Income 2012: $135,4762012Revenue 2013: $609,750Expenses 2013: $586,087Net Income 2013: $23,6632013Revenue 2014: $554,638Expenses 2014: $583,814Net Income 2014: -$29,1762014Revenue 2015: $618,879Expenses 2015: $606,217Net Income 2015: $12,6622015Revenue 2016: $554,046Expenses 2016: $537,486Net Income 2016: $16,5602016Revenue 2017: $1,045,201Expenses 2017: $618,134Net Income 2017: $427,0672017Revenue 2018: $642,311Expenses 2018: $992,220Net Income 2018: -$349,9092018Revenue 2019: $803,417Expenses 2019: $829,539Net Income 2019: -$26,1222019Revenue 2020: $537,452Expenses 2020: $442,766Net Income 2020: $94,6862020Revenue 2021: $572,519Expenses 2021: $564,441Net Income 2021: $8,0782021Revenue 2022: $645,740Expenses 2022: $576,828Net Income 2022: $68,9122022Revenue 2023: $669,837Expenses 2023: $662,874Net Income 2023: $6,9632023Revenue 2024: $709,668Expenses 2024: $540,767Net Income 2024: $168,9012024

Highlighted filing

2021

Revenue$572,519
Expenses$564,441
Net Income$8,078
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Gross Receipts
$572,519
Mission and Program Overview

Mission

Provide religious and educational services through such specific program activities as classes in Christian doctrine, seminars on professional and social ethics, and other matters of cultural interest: retreats, days of reflection, liturgical services, individual spiritual and moral counseling, etc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,485,140$1,492,564▲ $7,424
Cash and Non-Interest-Bearing Accounts$261,974$214,360▼ $47,614
Accounts Receivable-$8,083-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,749,694$1,715,007▼ $34,687
Other Assets Total$2,580$0▼ $2,580
Liabilities
Mortgage Notes Payable Secured by Investment Property$172,442$162,233▼ $10,209
Accounts Payable and Accrued Expenses$35,508$30▼ $35,478
Total Liabilities$207,950$162,263▼ $45,687
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,541,744$1,552,744▲ $11,000
Total Net Assets Fund Balance$1,541,744$1,552,744▲ $11,000
Total Liabilities and Net Assets / Fund Balance$1,749,694$1,715,007▼ $34,687

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,357,863-$1,357,863
Other Land Buildings$109,161-$109,161
Equipment$25,540-$25,540
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maria ValdeavellanoVice PresidentFT$7,999$7,999
Patricia KeefeTreasurerFT$7,999$7,999
Kathleen McGarrySecretaryFT$4,000$4,000
Jeannette Perez-GruberPresidentFT$2,931$2,931
Revenue and Support

Revenue Composition

Contributions and Grants
$530,429
Program Service Revenue
$42,090
Investment Income
$0
Other Revenue
$0
All Other Contributions
$501,329
Change in Net Assets
$8,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$240,355
Grants and Similar Amounts Paid$218,537
Salaries, Compensation, and Employee Benefits$105,549
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$199,822--$199,822
Fees for Services Management$90,050--$90,050
Other Employee Benefits$52,880--$52,880
Other Salaries and Wages$26,010--$26,010
Current Officers, Directors, Trustees, and Key Employees$2,931$19,998-$22,929
Occupancy$21,028--$21,028
Insurance$19,174--$19,174
Grants to Domestic Individuals$18,715--$18,715
Travel$17,616--$17,616
Conferences and Meetings$17,370--$17,370
Fees for Services Accounting$2,956$7,879-$10,835
Information Technology$7,641--$7,641
Interest$7,641--$7,641
Fees for Services Other$4,737--$4,737
Payroll Taxes$3,730--$3,730
Other Expenses$5,683$3,275-$3,275
All Other Expenses$1,886--$1,886
Office Expenses$1,562--$1,562
Total Functional Expenses$533,289$31,152$0$564,441
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southmore FoundationHouston, TX-Program support$92,939
Rosemoor FoundationNew York, NY-Program support$86,983
Arborlea Study CenterIrving, TX-Program Service$19,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is emailed and reviewed by the Directors prior to filing.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board reviews and approves all compensation based on budget, expected cash flow and mission compliance.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Southgate Foundation Inc
EIN
76-0352686
Phone
7135249782
Address
1959 University Blvd, Houston, TX 77030

Signing Officer

Name
Kathleen McGarry
Title
Treasurer
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen McGarry
Formed
1992
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
8
Volunteers
20

Preparer

Firm
Lee Ann Kroon
Address
422 Enchanted River Dr, Spring, TX 77388
Preparer
Lee Ann Kroon
Phone
7138181180
Raw XML AppendixShowing 400 of 414 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt035508
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030
IRS990/AccountsReceivableGrp/EOYAmt08083
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide religious and educational services through such specific program activities as classes in Christian doctrine, seminars on professional and social ethics, and other matters of cultural interest: retreats, days of reflection, liturgical services, individual spiritual and moral counseling, etc.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0501329
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01886
IRS990/AllOtherExpensesGrp/TotalAmt01886
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Kathleen McGarry
IRS990/BooksInCareOfDetail/PhoneNum07135249782
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01959 University Blvd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077030
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0261974
IRS990/CashNonInterestBearingGrp/EOYAmt0214360
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt019998
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02931
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt022929
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt017370
IRS990/ConferencesMeetingsGrp/TotalAmt017370
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0530429
IRS990/CYGrantsAndSimilarPaidAmt0218537
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0240355
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt042090
IRS990/CYRevenuesLessExpensesAmt08078
IRS990/CYSalariesCompEmpBnftPaidAmt0105549
IRS990/CYTotalExpensesAmt0564441
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0572519
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Conducted programs for women and girls to promote our mission of building character, strengthening the family, growing in virtue, etc. through classes, seminars, retreats and the like.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0533289
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07879
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02956
IRS990/FeesForServicesAccountingGrp/TotalAmt010835
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt090050
IRS990/FeesForServicesManagementGrp/TotalAmt090050
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04737
IRS990/FeesForServicesOtherGrp/TotalAmt04737
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Maria Valdeavellano
IRS990/Form990PartVIISectionAGrp/PersonNm1Patricia Keefe
IRS990/Form990PartVIISectionAGrp/PersonNm2Kathleen McGarry
IRS990/Form990PartVIISectionAGrp/PersonNm3Jeannette Perez-Gruber
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt07999
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17999
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32931
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt029100
IRS990/GrantAmt0194922
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt018715
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt018715
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0199822
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0199822
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0572519
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt07641
IRS990/InformationTechnologyGrp/TotalAmt07641
IRS990/InsuranceGrp/ProgramServicesAmt019174
IRS990/InsuranceGrp/TotalAmt019174
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt07641
IRS990/InterestGrp/TotalAmt07641
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01485140
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01492564
IRS990/LandBldgEquipCostOrOtherBssAmt01492564
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Provide religious and educational services through such specific program activities as classes in Christian doctrine, seminars on professional and social ethics, and other matters of cultural interest: retreats, days of reflection, liturgical services, individual spiritual and moral counseling, etc.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0172442
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0162233
IRS990/NetAssetsOrFundBalancesBOYAmt01541744
IRS990/NetAssetsOrFundBalancesEOYAmt01552744
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01541744
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01552744
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt021028
IRS990/OccupancyGrp/TotalAmt021028
IRS990/OfficeExpensesGrp/ProgramServicesAmt01562
IRS990/OfficeExpensesGrp/TotalAmt01562
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02580
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt052880
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052880
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Program & activity supplies
IRS990/OtherExpensesGrp/Desc2Replacements
IRS990/OtherExpensesGrp/Desc3Bank Charges
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03275
IRS990/OtherExpensesGrp/ProgramServicesAmt022769
IRS990/OtherExpensesGrp/ProgramServicesAmt19088
IRS990/OtherExpensesGrp/ProgramServicesAmt25683
IRS990/OtherExpensesGrp/TotalAmt022769
IRS990/OtherExpensesGrp/TotalAmt19088
IRS990/OtherExpensesGrp/TotalAmt25683
IRS990/OtherExpensesGrp/TotalAmt33275
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt026010
IRS990/OtherSalariesAndWagesGrp/TotalAmt026010
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt03730
IRS990/PayrollTaxesGrp/TotalAmt03730
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Kathleen McGarry
IRS990/PriorPeriodAdjustmentsAmt02922
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0721000
IRS990/ProgramServiceRevenueGrp/Desc0Activities & Residence
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042090
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0492583
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0183508
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0137695
IRS990/PYOtherRevenueAmt0109
IRS990/PYProgramServiceRevenueAmt044760
IRS990/PYRevenuesLessExpensesAmt094686
IRS990/PYSalariesCompEmpBnftPaidAmt0121563
IRS990/PYTotalExpensesAmt0442766
IRS990/PYTotalRevenueAmt0537452
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08078
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt042090
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0530430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0492583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0680650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0642311
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01045201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03391175
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97880
IRS990ScheduleA/PublicSupportPY170Pct00.95190
IRS990ScheduleA/PublicSupportTotal170Amt03319223
IRS990ScheduleA/SubstantialContributorsTotAmt071952
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0530430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0492583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0680650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0642311
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01045201
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03391175
IRS990ScheduleA/TotalSupportAmt03391175
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01357863
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01357863
IRS990ScheduleD/EquipmentGrp/BookValueAmt025540
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025540
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0109161
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0109161
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01492564
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Special Assistance to Individuals
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/RecipientTable/CashGrantAmt019900
IRS990ScheduleI/RecipientTable/CashGrantAmt186983
IRS990ScheduleI/RecipientTable/CashGrantAmt292939
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program Service
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Program support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Arborlea Study Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Rosemoor Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Southmore Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0352588860
IRS990ScheduleI/RecipientTable/RecipientEIN1133281516
IRS990ScheduleI/RecipientTable/RecipientEIN2760120857
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0509 Bellah Dr
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 1541
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22222 Bellefontaine St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Irving
IRS990ScheduleI/RecipientTable/USAddress/CityNm1New York
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075062
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd110156
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd277030
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is emailed and reviewed by the Directors prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board reviews and approves all compensation based on budget, expected cash flow and mission compliance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01749694
IRS990/TotalAssetsEOYAmt01715007
IRS990/TotalAssetsGrp/BOYAmt01749694
IRS990/TotalAssetsGrp/EOYAmt01715007
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0530429
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031152
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0533289
IRS990/TotalFunctionalExpensesGrp/TotalAmt0564441
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0207950
IRS990/TotalLiabilitiesEOYAmt0162263
IRS990/TotalLiabilitiesGrp/BOYAmt0207950
IRS990/TotalLiabilitiesGrp/EOYAmt0162263
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01541744
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01552744
IRS990/TotalProgramServiceExpensesAmt0533289
IRS990/TotalProgramServiceRevenueAmt042090
IRS990/TotalReportableCompFromOrgAmt022929
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042090
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0572519
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01749694
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01715007
IRS990/TravelGrp/ProgramServicesAmt017616
IRS990/TravelGrp/TotalAmt017616
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01959 University Blvd
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077030
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen McGarry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southgate Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0760352686
ReturnHeader/Filer/PhoneNum07135249782
ReturnHeader/Filer/USAddress/AddressLine1Txt01959 University Blvd
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lee Ann Kroon

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,715,007
Liabilities
$162,263
Net assets
$1,552,744
Revenue
$572,519
Expenses
$564,441
Net income
$8,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.14$1.80$0.71$0.54$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.15$1.63$0.67$0.66$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.27$1.62$0.65$0.58$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.16$1.55$0.57$0.56$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.21$1.54$0.54$0.44$0.09
2019Summary only. Only limited summary data is available for this year.$1.69$0.19$1.49$0.80$0.83$0.03
2018Summary only. Only limited summary data is available for this year.$1.72$0.20$1.52$0.64$0.99$0.35
2017Summary only. Only limited summary data is available for this year.$2.07$0.20$1.87$1.05$0.62$0.43
2016Summary only. Only limited summary data is available for this year.$1.66$0.22$1.44$0.55$0.54$0.02
2015Summary only. Only limited summary data is available for this year.$1.65$0.23$1.42$0.62$0.61$0.01
2014Summary only. Only limited summary data is available for this year.$1.65$0.23$1.41$0.55$0.58$0.03
2013Summary only. Only limited summary data is available for this year.$1.68$0.23$1.44$0.61$0.59$0.02
2012Summary only. Only limited summary data is available for this year.$1.69$0.24$1.45$0.72$0.59$0.14
2011Summary only. Only limited summary data is available for this year.$1.55$0.24$1.30$1.25$1.24$0.02
2010Summary only. Only limited summary data is available for this year.$1.53$0.25$1.28$0.65$0.69$0.04