Civic Intelligence

Carroll Petrie Foundation

EIN 13-3912203 • Santa Fe, NM

View Organization Page

1000 Cordova Place - Pmb 524Santa Fe, NM 87505
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.04x

Higher debt load relative to revenue than 16% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$413,642

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

35th percentile

2.2%

Faster asset growth than 35% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$320,611,220

Up $16,355,474 (+5.4%) from 2023

Liabilities

Down

$1,596,333

Down $44,208 (-2.7%) from 2023

Net Assets

Up

$319,014,887

Up $16,399,682 (+5.4%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin89th percentile

Revenue

Up

$35,880,569

Up $18,031,695 (+101%) from 2023

Expenses

Down

$19,427,110

Down $817,017 (-4.0%) from 2023

Net Income

Up

$16,453,459

Up $18,848,712 (+787%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2011: $2,778,711Liabilities 2011: $0Net Assets 2011: $2,778,7112011Assets 2012: $2,663,714Liabilities 2012: $12012Assets 2013: $2,389,473Liabilities 2013: $02013Assets 2014: $2,731,105Liabilities 2014: $0Net Assets 2014: $2,731,1052014Assets 2015: $2,501,576Liabilities 2015: $0Net Assets 2015: $2,501,5762015Assets 2019: $268,550,344Liabilities 2019: $1,793,020Net Assets 2019: $266,757,3242019Assets 2020: $267,985,256Liabilities 2020: $1,764,061Net Assets 2020: $266,221,1952020Assets 2021: $306,631,944Liabilities 2021: $1,726,840Net Assets 2021: $304,905,1042021Assets 2022: $306,738,321Liabilities 2022: $1,684,202Net Assets 2022: $305,054,1192022Assets 2023: $304,255,746Liabilities 2023: $1,640,541Net Assets 2023: $302,615,2052023Assets 2024: $320,611,220Liabilities 2024: $1,596,333Net Assets 2024: $319,014,8872024

Highlighted filing

2024

Assets$320,611,220
Liabilities$1,596,333
Net Assets$319,014,887
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $1,572,2752011Revenue 2012: $1,956,637Expenses 2012: $2,072,333Net Income 2012: -$115,6962012Revenue 2013: $1,182,918Expenses 2013: $1,454,761Net Income 2013: -$271,8432013Revenue 2014: $1,423,138Expenses 2014: $1,049,564Net Income 2014: $373,5742014Revenue 2015: $179,127Expenses 2015: $418,795Net Income 2015: -$239,6682015Revenue 2019: $23,855,973Expenses 2019: $17,210,825Net Income 2019: $6,645,1482019Revenue 2020: $16,676,448Expenses 2020: $17,119,775Net Income 2020: -$443,3272020Revenue 2021: $55,176,464Expenses 2021: $16,857,550Net Income 2021: $38,318,9142021Revenue 2022: $22,062,020Expenses 2022: $21,870,367Net Income 2022: $191,6532022Revenue 2023: $17,848,874Expenses 2023: $20,244,127Net Income 2023: -$2,395,2532023Revenue 2024: $35,880,569Expenses 2024: $19,427,110Net Income 2024: $16,453,4592024

Highlighted filing

2024

Revenue$35,880,569
Expenses$19,427,110
Net Income$16,453,459
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$320,611,220
Liabilities
$1,596,333
Net assets
$319,014,887
Revenue
$35,880,569
Expenses
$19,427,110
Net income
$16,453,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$321$1.60$319$35.9$19.4$16.5
2023Detailed filing. Detailed filing data is available for this year.$304$1.64$303$17.8$20.2$2.40
2022Detailed filing. Detailed filing data is available for this year.$307$1.68$305$22.1$21.9$0.19
2021Detailed filing. Detailed filing data is available for this year.$307$1.73$305$55.2$16.9$38.3
2020Detailed filing. Detailed filing data is available for this year.$268$1.76$266$16.7$17.1$0.44
2019Detailed filing. Detailed filing data is available for this year.$269$1.79$267$23.9$17.2$6.65
2015Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.18$0.42$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.42$1.05$0.37
2013Summary only. Only limited summary data is available for this year.$2.39$0.00$1.18$1.45$0.27
2012Summary only. Only limited summary data is available for this year.$2.66$0.00$1.96$2.07$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORA PORTAGOPresident, Director & Exec DirectorFT$372,544$41,098$413,642
ZACH DILLENBACKAsst Treasurer & CFOFT$200,764$21,702$222,466
CAROLINA PORTAGOVice President, Director & SecretaryPT$37,866-$37,866
CAMILLE MANNINGTreasurer & DirectorPT$37,866-$37,866
Filing and Contact Details

Filer

Filer Name
Carroll Petrie Foundation
EIN
13-3912203
Phone
2125305887
Address
1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505

Signing Officer

Name
Theodora Portago
Title
President and Director
Phone
2125305880
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
6565 AMERICAS PARKWAY NE STE 600, ALBUQUERQUE, NM 87110
Preparer
Steven Talbot
Phone
5058787200
Raw XML AppendixShowing 400 of 1,702 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART II, LINE 22 - CHARITABLE GIFT ANNUITY RESERVE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0UNDER THE TERMS OF THE SETTLEMENT AGREEMENT DATED NOVEMBER 14, 2017, AND FORMALLY ENTERED INTO THE RECORD OF THE NEW YORK COUNTY SURROGATE'S COURT BETWEEN THE ESTATE OF CARROLL PETRIE, THE CARROLL PETRIE FOUNDATION ("FOUNDATION") AND THREE INDIVIDUALS ("ANNUITANTS") WHO HAD BEEN NAMED AS BENEFICIARIES OF CERTAIN UNFUNDED CHARITABLE REMAINDER ANNUITY TRUSTS UNDER THE WILL OF MRS. CARROLL PETRIE, THE CARROLL PETRIE FOUNDATION WAS OBLIGATED TO USE A DISTRIBUTION IN THE AMOUNT OF $3,500,000 FROM THE ESTATE OF CARROLL PETRIE TO ESTABLISH THREE CHARITABLE GIFT ANNUITIES FOR THE BENEFIT OF THESE INDIVIDUALS IN THE AMOUNT OF $1,000,000 EACH, AND TO MAKE A LUMP SUM PAYMENT TO EACH BENEFICIARY REPRESENTING THE ANNUITIES EACH SUCH INDIVIDUAL WOULD HAVE BEEN ENTITLED TO RECEIVE FROM THE DATE OF MRS. PETRIE'S DEATH THROUGH THE ESTABLISHMENT OF THE CHARITABLE GIFT ANNUITIES. THE CHARITIES BUREAU OF THE OFFICE OF THE ATTORNEY GENERAL OF THE STATE OF NEW YORK PARTICIPATED IN THE SETTLEMENT NEGOTIATIONS AND APPROVED THE TERMS OF THE SETTLEMENT AGREEMENT. IN CONNECTION THEREWITH, THE FOUNDATION REQUESTED AND RECEIVED APPROVAL FROM THE NEW YORK STATE DEPARTMENT OF FINANCIAL SERVICES FOR A SPECIAL PERMIT TO ISSUE SAID CHARITABLE GIFT ANNUITIES, WHICH APPROVAL IS LIMITED TO THE ISSUANCE OF THESE PARTICULAR CHARITABLE GIFT ANNUITIES. AS REQUIRED BY THE NEW YORK STATE DEPARTMENT OF FINANCIAL SERVICES, THE FOUNDATION MAINTAINS A MANDATED RESERVE OF $1,596,333 AS OF DECEMBER 31, 2024, FOR THE SURVIVING ANNUITANTS, OF WHICH THERE ARE TWO REMAINING. THE FOUNDATION FILED ITS 2024 ANNUAL STATEMENT OF THE SEGREGATED GIFT ANNUITY FUND WITH THE NEW YORK DEPARTMENT OF FINANCIAL SERVICES, AS REQUIRED BY LAW. THE ANNUAL ANNUITY PAYMENTS (TOTAL $97,985 PER YEAR) ARE PAYABLE TO THE SURVIVING ANNUITANTS FOR LIFE. THE ANNUITANTS ARE NOT RELATED TO THE FOUNDATION OR TO ANY OF THE MANAGERS OR DIRECTORS OF THE FOUNDATION.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMBERBROOK VIII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AXIOM ASIA 5, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AXIOM ASIA 6, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLUEGRASS EQUITY FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CANYON DISTRESSED OPPORTUNITY FUND III (CAYMAN), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CD&R FUND X, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CD&R FUND X (CREDIT), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CD&R FUND X ENERGY B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CD&R FUND X WATERWORKS B1, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CD&R FUND XI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CTF RESEARCH EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DAVIDSON KEMPNER LT DISTRESSED OPP INTL IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DAVIDSON KEMPNER LT DISTRESSED OPP INTL IV (AIV), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DAVIDSON KEMPNER LT DISTRESSED OPP INTL V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16DAVIDSON KEMPNER LT DISTRESSED OPP INTL V (AIV-TE), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18FARALLON EQUITY PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FARALLON SPECIAL SITUATIONS FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FARALLON SPECIAL SITUATIONS FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21GOLUB CAPITAL PARTNERS INTERNATIONAL 11, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GOLUB CAPITAL PARTNERS INTERNATIONAL 12, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GQG PARTNERS EMERGING MARKETS EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24GQG PARTNERS INTERNATIONAL EQUITY FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26HARBOR SPRING CAPITAL PARTNERS OFFSHORE, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27LEXINGTON MIDDLE MARKET INVESTORS IV, LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30MW EUREKA FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31NUT TREE DRAWDOWN OFFSHORE FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32NUT TREE OFFSHORE FUND, LTD.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36SAGEVIEW CAPITAL PARTNERS II (OFFSHORE), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37SAGEVIEW CAPITAL PARTNERS III (B), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38SELECT EQUITY OFFSHORE, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39THE OVERLOOK PARTNERS FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40THE VARDE FUND XIII, LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42VIP IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43CD&R FUND X ORANGE B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44CD&R FUND XI AIV B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45STEPSTONE VC SECONDARIES FUND V (CAYMAN), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46BAIN CAPITAL GLOBAL LONG EQUITY FUND (OFFSHORE), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47CASDIN PARTNERS OFFSHORE, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48JUNTO OFFSHORE FUND LTD.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51DAVIDSON KEMPNER OPPORTUNITIES INTL VI, LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55AMBERBROOK OFFSHORE IX, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56OAKTREE GLOBAL CREDIT PLUS FUND FEEDER CAYMAN (PARALLEL), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57WHALE ROCK LONG OPPORTUNITIES FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58FARALLON SPECIAL SITUATIONS FUND III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59NUT TREE DRAWDOWN OFFSHORE FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60CD&R FUND XI (AUGUSTA), LP
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IRS990PF/AddressChangeInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT-TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG-TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2REALIZED SHORT-TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3REALIZED LONG-TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS FROM K-1 PARTNERSHIP INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5K-1 CAPITAL GAIN ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6731 GAIN - DISTRIBUTIONS EXCEEDING BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024006221
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016453459
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/IncomeTaxAmt085433
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0450802
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00

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