Civic Intelligence

Frances C Peterson Foundation Inc C/O Marin & Montanye LLP

990PF • Fiscal year 2016 • EIN 20-1107366

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 31, 2017

Organization Profile
1461 Rxr PlazaUniondale, NY 11556-1461

(718) 291-4365

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

25th percentile

-86%

Higher net margin than 25% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

34th percentile

-3.0%

Faster asset growth than 34% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-76%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$1,058,805

Down $33,201 (-3.0%) from 2015

Net Assets

Down

$1,058,805

Down $33,201 (-3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin25th percentile

Revenue

Down

$38,502

Down $122,356 (-76%) from 2015

Expenses

Down

$71,703

Down $11,378 (-14%) from 2015

Net Income

Down

-$33,201

Down $110,978 (-143%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,183,645Liabilities 2010: $0Net Assets 2010: $1,183,6452010Assets 2011: $1,141,845Liabilities 2011: $1412011Assets 2012: $1,071,913Liabilities 2012: $0Net Assets 2012: $1,071,9132012Assets 2013: $1,024,986Liabilities 2013: $0Net Assets 2013: $1,024,9862013Assets 2014: $1,014,229Liabilities 2014: $0Net Assets 2014: $1,014,2292014Assets 2015: $1,092,006Liabilities 2015: $0Net Assets 2015: $1,092,0062015Assets 2016: $1,058,805Liabilities 2016: $0Net Assets 2016: $1,058,8052016Assets 2017: $1,078,348Liabilities 2017: $0Net Assets 2017: $1,078,3482017Assets 2018: $1,072,699Liabilities 2018: $0Net Assets 2018: $1,072,6992018Assets 2019: $1,028,360Liabilities 2019: $0Net Assets 2019: $1,028,3602019Assets 2020: $983,039Liabilities 2020: $0Net Assets 2020: $983,0392020Assets 2021: $915,911Liabilities 2021: $0Net Assets 2021: $915,9112021Assets 2022: $836,983Liabilities 2022: $0Net Assets 2022: $836,9832022Assets 2023: $837,627Liabilities 2023: $0Net Assets 2023: $837,6272023Assets 2024: $854,342Liabilities 2024: $0Net Assets 2024: $854,3422024

Highlighted filing

2016

Assets$1,058,805
Liabilities$0
Net Assets$1,058,805
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$200K$100K$0-$100KExpenses 2010: $78,0742010Revenue 2011: $32,499Expenses 2011: $74,440Net Income 2011: -$41,9412011Expenses 2012: $92,6162012Revenue 2013: $27,549Expenses 2013: $74,476Net Income 2013: -$46,9272013Revenue 2014: $85,618Expenses 2014: $96,375Net Income 2014: -$10,7572014Revenue 2015: $160,858Expenses 2015: $83,081Net Income 2015: $77,7772015Revenue 2016: $38,502Expenses 2016: $71,703Net Income 2016: -$33,2012016Revenue 2017: $79,371Expenses 2017: $59,828Net Income 2017: $19,5432017Revenue 2018: $66,846Expenses 2018: $72,182Net Income 2018: -$5,3362018Revenue 2019: $49,949Expenses 2019: $92,582Net Income 2019: -$42,6332019Revenue 2020: $51,181Expenses 2020: $96,502Net Income 2020: -$45,3212020Revenue 2021: $97,180Expenses 2021: $164,308Net Income 2021: -$67,1282021Revenue 2022: $75,228Expenses 2022: $154,156Net Income 2022: -$78,9282022Revenue 2023: $61,102Expenses 2023: $60,458Net Income 2023: $6442023Revenue 2024: $117,876Expenses 2024: $101,161Net Income 2024: $16,7152024

Highlighted filing

2016

Revenue$38,502
Expenses$71,703
Net Income-$33,201
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCES C PETERSONDirector-$0--
RAY MATOSDirector-$0--
ARLENE MATOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Frances C Peterson Foundation Inc
EIN
20-1107366
Phone
7182914365
Address
1461 RXR PLAZA, UNIONDALE, NY 11556-1461

Signing Officer

Name
Frances C Peterson
Title
Director
Phone
5166253700
Signed
2017-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Marin & Montanye Llp
Address
1461 RXR PLZ, UNIONDALE, NY 11556-1461
Preparer
Richard Montanye
Phone
5166253700
Raw XML Appendix342 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt076372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt091303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt069789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt087634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt073360
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0665966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt065117
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt064798
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt065117
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0319
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt065117
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD MONTANYE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01461 RXR PLAZA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0UNIONDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0115561461
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05166253700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0WALK WITH ME MINISTRIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt050000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGOUS EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGOUS EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WALK WITH ME MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIRST UNITED METHODIST CHURCH OF JA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0197 COUNTY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt116210 HIGHLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIDLAND CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JAMAICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111432
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065117
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065117
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065117
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE/POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5ASSET COST REDUCTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13336
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt223
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt333
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4752
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03337
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16673
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt365
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4752
TaxesSchedule/TaxesDetail/Amt02519
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02519
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCES C PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05166253700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCES C PETERSON FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARIN & MONTANYE LLP
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0201107366
ReturnHeader/Filer/PhoneNum07182914365
ReturnHeader/Filer/USAddress/AddressLine1Txt01461 RXR PLAZA
ReturnHeader/Filer/USAddress/CityNm0UNIONDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0115561461
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B414A28ACAAA9BE005C10045EDFA4AE17FE5CF5B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07D953705D59F9DABE23731676C81C56752BAE012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112511505
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARIN & MONTANYE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01461 RXR PLZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UNIONDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0115561461
ReturnHeader/PreparerPersonGrp/PhoneNum05166253700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD MONTANYE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-15T09:29:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,058,805
Liabilities
$0
Net assets
$1,058,805
Revenue
$38,502
Expenses
$71,703
Net income
-$33,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.12$0.10$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.06$0.06$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.08$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.10$0.16$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.09$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.07$0.07$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.08$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.07$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.16$0.08$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.09$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.07$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.09
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$0.03$0.07$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08