Civic Intelligence

The Petra Foundation

990PF • Fiscal year 2011 • EIN 04-3674511

Jan 01, 2011 to Dec 31, 2011 • Filed on May 04, 2012

2906 Surrey Road35223
Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

16th percentile

-11%

Faster asset growth than 16% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$736,221

Down $89,355 (-11%) from 2010

Net Assets

Down

$735,909

Down $89,667 (-11%) from 2010

Liabilities

Up

$312

Up $312 from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$151,231

Down $80 (-0.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $825,576Liabilities 2010: $0Net Assets 2010: $825,5762010Assets 2011: $736,221Liabilities 2011: $312Net Assets 2011: $735,9092011Assets 2012: $746,067Liabilities 2012: $0Net Assets 2012: $746,0672012Assets 2013: $605,315Liabilities 2013: $0Net Assets 2013: $605,3152013Assets 2014: $465,310Liabilities 2014: $266Net Assets 2014: $465,0442014Assets 2015: $346,132Liabilities 2015: $5Net Assets 2015: $346,1272015Assets 2016: $308,931Liabilities 2016: $0Net Assets 2016: $308,9312016Assets 2017: $227,500Liabilities 2017: $0Net Assets 2017: $227,5002017

Highlighted filing

2011

Assets$736,221
Liabilities$312
Net Assets$735,909

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $151,3112010Expenses 2011: $151,2312011Expenses 2012: $153,2722012Revenue 2013: $38,017Expenses 2013: $153,448Net Income 2013: -$115,4312013Revenue 2014: $28,101Expenses 2014: $168,370Net Income 2014: -$140,2692014Revenue 2015: $26,232Expenses 2015: $145,149Net Income 2015: -$118,9172015Revenue 2016: $15,180Expenses 2016: $52,376Net Income 2016: -$37,1962016Revenue 2017: $19,369Expenses 2017: $100,800Net Income 2017: -$81,4312017

Highlighted filing

2011

Revenue-
Expenses$151,231
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 4, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT STEPHEN BRIGGS SRPresident-$0--
ROBERT STEPHEN BRIGGS JRVice President-$0--
LYNN BRYAN BRIGGSSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE FREEDOM SOURCEGENERAL PURPOSE501(C) CHARITYBIRMINGHAM, AL, US$100,000
Paid GrantALABAMA CHRISTIAN FOUNDATIONGENERAL PURPOSE501(C) CHARITYBIRMINGHAM, AL, US$50,000
Filing and Contact Details

Filer

EIN
04-3674511
Raw XML Appendix325 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
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue097426
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0109450
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SECURITIES
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome045755
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome015805
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount045759
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome04
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount045759
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome061564
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0107323
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome045759
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0801656
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn039604
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0792071
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0804133
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT STEPHEN BRIGGS SR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT STEPHEN BRIGGS JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LYNN BRYAN BRIGGS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102906 SURREY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112906 SURREY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122906 SURREY ROAD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BIRMINGHAM
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0FUNDS ARE INVESTED IN INCOME-PRODUCING ACCOUNTS TO MAXIMIZE FOUNDATION RESOURCES.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE FREEDOM SOURCE
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0150000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0111627
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0481882
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0370255
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue0919
OtherAssetsSchedule/OtherAssets/Description0PREPAID TAX
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue00
OtherLiabilitiesSchedule/OtherLiabilities/Description0FEDERAL EXCISE TAX OWED
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0312
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount01231
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043674511
ReturnHeader/Filer/Name/BusinessNameLine10THE PETRA FOUNDATION
ReturnHeader/Filer/NameControl0PETR
ReturnHeader/Filer/Phone02058701221
ReturnHeader/Filer/USAddress/AddressLine102906 SURREY ROAD
ReturnHeader/Filer/USAddress/City0BIRMINGHAM
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035223
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-04
ReturnHeader/Officer/Name0R STEPHEN BRIGGS
ReturnHeader/Officer/Phone02058701221
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0630732769
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LAMAR & ASSOCIATES CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10700 27TH PLACE SOUTH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BIRMINGHAM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode035233
ReturnHeader/Preparer/Name0JOSEPHINE B WILLS
ReturnHeader/Preparer/Phone02052511113
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-10T14:42:35-05:00

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