Civic Intelligence

The Petersen Foundation

990PF • Fiscal year 2019 • EIN 14-1918011

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

16835 Algonquin St 475Huntington Beach, CA 92649

(310) 874-5625

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2019

Assets

Up

$8,843

Up $8,843 from 2017

Net Assets

Up

$8,843

Up $8,843 from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Flat

$0

Flat from 2017

Expenses

Flat

$0

Flat from 2017

Net Income

Flat

$0

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2019: $8,843Liabilities 2019: $0Net Assets 2019: $8,8432019Assets 2020: $36,468Liabilities 2020: $0Net Assets 2020: $36,4682020Assets 2021: $36,468Liabilities 2021: $0Net Assets 2021: $36,4682021Assets 2022: $36,398Liabilities 2022: $0Net Assets 2022: $36,3982022Assets 2023: $36,398Liabilities 2023: $4702023Assets 2024: $34,598Liabilities 2024: $1,033Net Assets 2024: $33,5652024

Highlighted filing

2019

Assets$8,843
Liabilities$0
Net Assets$8,843

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $27,625Expenses 2020: $0Net Income 2020: $27,6252020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $70Net Income 2022: -$702022Revenue 2023: $1Expenses 2023: $470Net Income 2023: -$4692023Revenue 2024: $0Expenses 2024: $570Net Income 2024: -$5702024

Highlighted filing

2019

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA PETERSENPresident-$0--
JOHN R PETERSENSecretary-$0--
LEA PORTNEUVEDirector-$0--
DAVID KAPLOWITZDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Petersen Foundation
EIN
14-1918011
Address
16835 ALGONQUIN ST 475, HUNTINGTON BEACH, CA 92649

Signing Officer

Name
Jock Petersen
Title
Secretary
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Rice & Company Cert Public Accts Inc
Address
30270 Rancho Viejo Rd Ste B, San Juan Capistrano, CA 92675
Preparer
Teri B Rice
Phone
9494892875
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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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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/TaxPeriodBeginDt02019-01-01
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ReturnHeader/TaxYr02019

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