Southgate Foundation INC FY2023 filing

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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.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
$4K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $71K a year · 11% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$4K
to officers and key staff · 0.6% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Looks good: 3.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $182K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$148K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$670K
+4% vs prior year
Spent
$663K
To programs
99%
Net assets
$1.6M
By yearFY2020–FY2025
Revenue
$670K
FY2023▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$537K
FY2021$573K
FY2022$646K
FY2023$670K
FY2024$710K
FY2025$688K
Expenses
$663K
FY2023▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$443K
FY2021$564K
FY2022$577K
FY2023$663K
FY2024$541K
FY2025$611K
Net assets
$1.6M
FY2023▲ +0.5%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.6M
FY2022$1.6M
FY2023$1.6M
FY2024$1.8M
FY2025$1.9M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $654K Management & general 1% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $4K paid to officers and key staff.

Part VII, Section A · reportable compensation
$4,000Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Kathleen McGarry’s $5K as President is at the 3rd percentile of top reported officer pay among 2133 $100K–1M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jeannette Perez-Gruber————$2,931$8,266
Patricia Keefe———$4,000$7,999$7,999
Maria Valdeavellano————$7,999—
Kathleen McGarry$5,004$4,000$4,000$4,000$4,000$3,999

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Southgate Foundation INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers religious and educational services like classes, seminars, retreats, and counseling.

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1 program · $654K · in their own filed words · FY2023
01

Conducted 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.

$654Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$182K
See all 3 funders →
Grants paid · 25 grants · $2.0M · 2020–2025
Southmore Foundation INCTX · FY2025$137,283
Sheridan Study CenterFY2025$112,500
Arborlea Study Center INCTX · FY2025$98,400
Unitemized GrantFY2025$47,590
Rosemoor Foundation INCNY · FY2025$32,300
Southmore Foundation INCTX · FY2024$195,709
Arborlea Study Center INCTX · FY2024$72,783
Rosemoor Foundation INCNY · FY2024$50,000
Unitemized GrantFY2024$7,920
Southmore Foundation INCTX · FY2023$199,708
Sheridan Study CenterFY2023$195,900
Arborlea Study Center INCTX · FY2023$67,045
Unitemized GrantFY2023$14,575
Southmore Foundation INCTX · FY2022$157,031
Sheridan Study CenterFY2022$87,100
Rosemoor Foundation INCNY · FY2022$53,163
Arborlea Study Center INCTX · FY2022$27,393
See all 25 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$670K
Ln 12
Gifts and grantsLn 1h$591K
Fees for servicesLn 2g$73K
Other incomeLn 4–11$5K
Money outPt IX
$663K
Ln 25
Programscol B$654K
Managementcol C$9K
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$213K
Total assetsLn 16$1.8M
LiabilitiesLn 26$148K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$591K
Fees for servicesLn 2g$73K
Other incomeLn 4–11$5K
Gains on assetsLn 7$0
Total revenueLn 12$670K
Assets in detailPt X, end of year
CashLn 1$213K
Cash and savings togetherLn 1–2$213K
Land, buildings, equipmentLn 10c$1.6M
Other assetsLn 15$1
Total assetsLn 16$1.8M
LiabilitiesLn 26$148K
Net assetsLn 32$1.6M
OperationsPt I, VI
EmployeesI 55
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$299K$213K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.6M$1.6M
Total assetsLn 16$1.9M$1.8M
LiabilitiesLn 26$272K$148K
Net assetsLn 32$1.6M$1.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$463K$463K
Grants to domestic individualsLn 2$15K$15K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$4K$4K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$7K$7K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$8K$8K
Payroll taxesLn 10$2K$2K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$12K$3K$9K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$11K$11K
Advertising and promotionLn 12$0
Office expensesLn 13$3K$3K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$23K$23K
TravelLn 17$30K$30K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$7K$7K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$25K$25K
Other expenses (24a–d)Ln 24$51K$51K
All other expensesLn 24e$4K$4K
Total functional expensesLn 25$663K$654K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Aug 19, 2026 $688K$611K$77K$1.9M 990 PDF
FY2024Filed with the IRS Nov 14, 2025 $710K$541K$169K$1.8M 990 PDF
FY2023 ViewingFiled with the IRS Nov 8, 2024 $670K$663K$7K$1.6M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $646K$577K$69K$1.6M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $573K$564K$8K$1.6M 990 PDF
FY2020Filed with the IRS Jun 17, 2022 $537K$443K$95K$1.5M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $669,837 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $599,434$591,231
I-9 Program service revenuePrior year $45,460$73,141
I-10 Investment income$0
I-11 Other revenuePrior year $846$5,465
I-12 Total revenuePrior year $645,740$669,837
I-13 Grants and similar amounts paidPrior year $339,370$477,228
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $86,301$21,326
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $151,157$164,320
I-18 Total expensesPrior year $576,828$662,874
I-19 Revenue less expensesPrior year $68,912$6,963
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $669,837 across 10 lines filed
VIII-1f All other contributions, gifts and grants$591,231
VIII-1h Total contributions, gifts and grants$591,231
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $73,141$73,141
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or lossRelated to mission $3,731$3,731
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,734$1,734
VIII-12 Total revenueRelated to mission $78,606$669,837
Part IX · Statement of functional expenses $662,874 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $462,653$462,653
IX-2 Grants to domestic individualsPrograms $14,575$14,575
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $4,000$4,000
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $7,081$7,081
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $8,409$8,409
IX-10 Payroll taxesPrograms $1,836$1,836
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $3,022 · Management $9,044$12,066
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $11,280$11,280
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $2,606$2,606
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $22,685$22,685
IX-17 TravelPrograms $30,179$30,179
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $6,660$6,660
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $24,616$24,616
IX-24 Other expenses (24a–d)Programs $50,688$50,688
IX-24e All other expensesPrograms $3,540$3,540
IX-25 Total functional expensesPrograms $653,830 · Management $9,044 · Fundraising $0$662,874
Part X · Balance sheet $1,781,029 assets, 23 lines filed
X-1 Cash, non-interest-bearingStart of year $298,736$213,473
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $27,911$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $7,813$0
X-10c Land, buildings and equipment, netStart of year $1,562,592$1,567,555
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$1
X-16 Total assetsStart of year $1,897,052$1,781,029
X-17 Accounts payable and accrued expensesStart of year $6,223$4,546
X-19 Deferred revenueStart of year $114,035$1,700
X-23 Secured mortgages and notes payableStart of year $152,182$141,834
X-26 Total liabilitiesStart of year $272,441$148,080
X-27 Net assets without donor restrictionsStart of year $1,624,611$1,632,949
X-32 Total net assets or fund balancesStart of year $1,624,611$1,632,949
X-33 Total liabilities and net assetsStart of year $1,897,052$1,781,029
Part XI · Reconciliation of net assets $1,632,949 net assets at year end
XI-1 Total revenue$669,837
XI-2 Total expenses$662,874
XI-3 Revenue less expenses$6,963
XI-4 Net assets at start of year$1,624,611
XI-8 Prior period adjustments$1,375
XI-10 Net assets at end of year$1,632,949

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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