The Petra Foundation

990PF • Fiscal year 2014 • EIN 04-3674511

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 22, 2015

Organization Profile

2906 Surrey RoadBirmingham, AL 35223

(205) 870-1221

Siviq Scores

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

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

-499%

Higher net margin than 3% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

-23%

Faster asset growth than 16% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

-26%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$465,310

Down $140,005 (-23%) from 2013

Net Assets

Down

$465,044

Down $140,271 (-23%) from 2013

Liabilities

$266

Up $266 from 2013

Revenue And Expenses

Liabilities / Revenue66th percentile Net Margin3rd percentile

Revenue

Down

$28,101

Down $9,916 (-26%) from 2013

Expenses

$168,370

Up $14,922 (+9.7%) from 2013

Net Income

Down

-$140,269

Down $24,838 (-22%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

Highlighted filing

2014

Assets$465,310

Liabilities$266

Net Assets$465,044

Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

Highlighted filing

2014

Revenue$28,101

Expenses$168,370

Net Income-$140,269

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Apr 22, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBERT STEPHEN BRIGGS SR	President	-	$0	-	-
ROBERT STEPHEN BRIGGS JR	Vice President	-	$0	-	-
LYNN BRYAN BRIGGS	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Petra Foundation
EIN: 04-3674511
Phone: 2058701221
Address: 2906 SURREY ROAD, BIRMINGHAM, AL 35223

Signing Officer

Name: R Stephen Briggs
Title: President
Phone: 2058701221
Signed: 2015-04-22
Discuss with paid preparer: Yes

Preparer

Firm: LAMAR & ASSOCIATES CPA'S
Address: 700 27TH PLACE SOUTH, BIRMINGHAM, AL 35233
Preparer: Josephine B Wills
Phone: 2052511113

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2906 SURREY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	35223
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	R STEPHEN BRIGGS SR
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2058701221
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	ROBERT STEPHEN BRIGGS SR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL PURPOSEGENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE FOUNDRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE FREEDOM SOURCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	SUBSTANTIAL CONTRIBUTOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1804 6TH AVE NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	200 UNION HILL DRIVE SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	35238
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	35209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	165000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	26608
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	26608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	148729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	114520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	111627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	148524
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	661792
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	138392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	148729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	114520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	111627
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	148524
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	165000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	138392
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	661792
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	523400
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	2
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ACCOUNTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	882
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	1983
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	882
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1983
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	3207
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	337
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	AMORTIZED BOND PREMIMUM
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	3207
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	337
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	3207
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	337
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	0
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	FEDERAL TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	266
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	505
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	R STEPHEN BRIGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2058701221
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE PETRA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PETR
ReturnHeader/Filer/EIN	0	043674511
ReturnHeader/Filer/PhoneNum	0	2058701221
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2906 SURREY ROAD
ReturnHeader/Filer/USAddress/CityNm	0	BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	35223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	630732769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LAMAR & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	700 27TH PLACE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	35233
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2052511113
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOSEPHINE B WILLS
ReturnHeader/ReturnTs	0	2015-04-29T08:18:06-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $465,310
Liabilities: $266
Net assets: $465,044
Revenue: $28,101
Expenses: $168,370
Net income: -$140,269

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2017Detailed filing. Detailed filing data is available for this year.	$2.28	$0.00	$2.28	$0.19	$1.01	$0.81
2016Detailed filing. Detailed filing data is available for this year.	$3.09	$0.00	$3.09	$0.15	$0.52	$0.37
2015Detailed filing. Detailed filing data is available for this year.	$3.46	$0.00	$3.46	$0.26	$1.45	$1.19
2014Detailed filing. Detailed filing data is available for this year.	$4.65	$0.00	$4.65	$0.28	$1.68	$1.40
2013Detailed filing. Detailed filing data is available for this year.	$6.05	$0.00	$6.05	$0.38	$1.53	$1.15
2012Detailed filing. Detailed filing data is available for this year.	$7.46	$0.00	$7.46		$1.53
2011Detailed filing. Detailed filing data is available for this year.	$7.36	$0.00	$7.36		$1.51
2010Detailed filing. Detailed filing data is available for this year.	$8.26	$0.00	$8.26		$1.51