Civic Intelligence

Carroll Petrie Foundation

990T • Fiscal year 2022 • EIN 13-3912203

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 10, 2023

Organization Profile

View Organization Page

401 East Palace AvenueSanta Fe, NM 87501-2223

(212) 530-5880

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$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

Latest loaded filing

2024

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

Operations Trend

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

Latest loaded filing

2024

Revenue$35,880,569
Expenses$19,427,110
Net Income$16,453,459
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Carroll Petrie Foundation
EIN
13-3912203
Phone
2125305880
Address
401 East Palace Avenue, Santa Fe, NM 87501-2223

Signing Officer

Name
Theodora Portago
Title
President & Director
Phone
2125305880
Signed
2023-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
Raw XML Appendix118 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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IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt02764
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-32753
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2The Varde Fund XIII
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-47741
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2M. Dearborn CP VIII-A
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-32753
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0Zach Dillenback
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IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 East Palace Avenue
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Santa Fe
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0875012223
IRS990T/BookValueAssetsEOYAmt0306738321
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt038800
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IRS990T/ForeignTrustQuestionInd00
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IRS990T/OverpaymentSection/AppliedToESTaxAmt038800
IRS990T/OverpaymentSection/OverpaymentAmt038800
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IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt01500
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt01500
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-135541
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-135541
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-135541
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investment in partnerships
IRS990TScheduleA/UBIBeforeNOLDedAmt0-137041
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-137041
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt038800
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02125305880
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
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ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0133912203
ReturnHeader/Filer/PhoneNum02125305880
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 East Palace Avenue
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt Coburn
ReturnHeader/ReturnTs02023-11-10T19:08:25-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Theodora
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Portago
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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