Civic Intelligence

Carroll Petrie Foundation

990PF • Fiscal year 2020 • EIN 13-3912203

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile

View Organization Page

401 East Palace AvenueSanta Fe, NM 87501

(212) 530-5880

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

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

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.11x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

22nd percentile

-2.7%

Higher net margin than 22% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

17th percentile

$239,090

Higher top officer pay than 17% of similar nonprofits.

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

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

22nd percentile

-0.2%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-30%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$267,985,256

Down $565,088 (-0.2%) from 2019

Net Assets

Down

$266,221,195

Down $536,129 (-0.2%) from 2019

Liabilities

Down

$1,764,061

Down $28,959 (-1.6%) from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin22nd percentile

Revenue

Down

$16,676,448

Down $7,179,525 (-30%) from 2019

Expenses

Down

$17,119,775

Down $91,050 (-0.5%) from 2019

Net Income

Down

-$443,327

Down $7,088,475 (-107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$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

2020

Assets$267,985,256
Liabilities$1,764,061
Net Assets$266,221,195
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$16,676,448
Expenses$17,119,775
Net Income-$443,327
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theodora PortagoDir/PresidentFT$230,475$8,615$239,090
Camille ManningDir/TreasurerPT$0--
Carolina PortagoDir/VP/SecPT$0--
Filing and Contact Details

Filer

Filer Name
Carroll Petrie Foundation
EIN
13-3912203
Phone
2125305880
Address
401 East Palace Avenue, Santa Fe, NM 87501

Signing Officer

Name
Theodora Portago
Title
Director, President
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
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IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0152304
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01346682
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01346682
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-443327
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt038140941
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01095
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02090884
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04490718
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04442547
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0162894
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016676448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0966237
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02484730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03576775
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt016069
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt016069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026207121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05761842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14500948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt234457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3262213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05761842
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt234457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3262213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt031968963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14500948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt234457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31462213
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital gain distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Sale of 335 Australian Avenue LLC
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt092802
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0266757324
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015100449
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015100449
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0193394
IRS990PF/DistributableAmountGrp/TotalTaxAmt0193394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt026064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0199458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0193394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt026064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0193394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0193394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0219458
IRS990PF/FMVAssetsEOYAmt0357890989
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt017608076

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$267,985,256
Liabilities
$1,764,061
Net assets
$266,221,195
Revenue
$16,676,448
Expenses
$17,119,775
Net income
-$443,327
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