Civic Intelligence

The Carroll and Milton Petrie

EIN 20-1451752 • New York, NY

PBWT 1133 Ave of Americas AtnEttaNew York, NY 10036
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Net Margin

43rd percentile

2.5%

Higher net margin than 43% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$344,953

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-24%

Faster revenue growth than 9% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$110,836,074

Up $7,946,529 (+7.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$110,836,074

No earlier filing loaded for comparison.

Revenue

Down

$8,104,437

Down $2,516,168 (-24%) from 2023

Expenses

Down

$7,901,544

Down $301,397 (-3.7%) from 2023

Net Income

Down

$202,893

Down $2,214,771 (-92%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $25,014,087Liabilities 2010: $0Net Assets 2010: $25,014,0872010Assets 2011: $19,538,392Liabilities 2011: $0Net Assets 2011: $19,538,3922011Assets 2012: $20,504,227Liabilities 2012: $12012Assets 2013: $20,477,278Liabilities 2013: $0Net Assets 2013: $20,477,2782013Assets 2014: $23,084,292Liabilities 2014: $0Net Assets 2014: $23,084,2922014Assets 2015: $71,949,459Liabilities 2015: $0Net Assets 2015: $71,949,4592015Assets 2016: $78,645,157Liabilities 2016: $0Net Assets 2016: $78,645,1572016Assets 2017: $92,196,219Liabilities 2017: $0Net Assets 2017: $92,196,2192017Assets 2018: $83,836,527Liabilities 2018: $6,205Net Assets 2018: $83,830,3222018Assets 2019: $100,273,305Liabilities 2019: $6,205Net Assets 2019: $100,267,1002019Assets 2020: $109,993,163Liabilities 2020: $6,2052020Assets 2021: $120,828,131Liabilities 2021: $0Net Assets 2021: $120,828,1312021Assets 2022: $93,126,280Liabilities 2022: $0Net Assets 2022: $93,126,2802022Assets 2023: $102,889,545Liabilities 2023: $12023Assets 2024: $110,836,074Liabilities 2024: $0Net Assets 2024: $110,836,0742024

Highlighted filing

2024

Assets$110,836,074
Liabilities$0
Net Assets$110,836,074

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $6,863,3322010Expenses 2011: $5,963,3162011Revenue 2012: $6,014,445Expenses 2012: $5,591,168Net Income 2012: $423,2772012Revenue 2013: $2,922,714Expenses 2013: $5,049,696Net Income 2013: -$2,126,9822013Revenue 2014: $5,203,607Expenses 2014: $4,654,289Net Income 2014: $549,3182014Revenue 2015: $56,449,151Expenses 2015: $5,511,267Net Income 2015: $50,937,8842015Revenue 2016: $9,713,286Expenses 2016: $6,819,157Net Income 2016: $2,894,1292016Revenue 2017: $9,377,558Expenses 2017: $7,382,027Net Income 2017: $1,995,5312017Revenue 2018: $5,479,545Expenses 2018: $7,320,431Net Income 2018: -$1,840,8862018Revenue 2019: $10,801,949Expenses 2019: $7,683,897Net Income 2019: $3,118,0522019Revenue 2020: $17,005,056Expenses 2020: $8,295,431Net Income 2020: $8,709,6252020Revenue 2021: $7,321,358Expenses 2021: $6,549,501Net Income 2021: $771,8572021Revenue 2022: $4,710,217Expenses 2022: $11,622,574Net Income 2022: -$6,912,3572022Revenue 2023: $10,620,605Expenses 2023: $8,202,941Net Income 2023: $2,417,6642023Revenue 2024: $8,104,437Expenses 2024: $7,901,544Net Income 2024: $202,8932024

Highlighted filing

2024

Revenue$8,104,437
Expenses$7,901,544
Net Income$202,893

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$111$0.00$111$8.10$7.90$0.20
2023Summary only. Only limited summary data is available for this year.$103$0.00$10.6$8.20$2.42
2022Detailed filing. Detailed filing data is available for this year.$93.1$0.00$93.1$4.71$11.6$6.91
2021Detailed filing. Detailed filing data is available for this year.$121$0.00$121$7.32$6.55$0.77
2020Summary only. Only limited summary data is available for this year.$110$0.01$17.0$8.30$8.71
2019Detailed filing. Detailed filing data is available for this year.$100$0.01$100$10.8$7.68$3.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.8$0.01$83.8$5.48$7.32$1.84
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.2$0.00$92.2$9.38$7.38$2.00
2016Detailed filing. Detailed filing data is available for this year.$78.6$0.00$78.6$9.71$6.82$2.89
2015Detailed filing. Detailed filing data is available for this year.$71.9$0.00$71.9$56.4$5.51$50.9
2014Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$5.20$4.65$0.55
2013Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$2.92$5.05$2.13
2012Summary only. Only limited summary data is available for this year.$20.5$0.00$6.01$5.59$0.42
2011Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$5.96
2010Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$6.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASS CONRADExecutive DirectorFT$309,375$35,578$344,953
ETTA BRANDMANCo-PresidentPT$0--
REGINA PERUGGICo-PresidentPT$0--
JEAN TROUBHVice PresidentPT$0--
DAVID TANNERTreasurerPT$0--
GAIL GORDONSecretaryPT$0--
KARRIN WILKSDirectorPT$0--
MEISHA PORTERDirectorPT$0--
STEVE COLONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Carroll and Milton Petrie Foundation Inc
EIN
20-1451752
In Care Of
% ETTA BRANDMAN
Phone
9177530877
Address
PBWT 1133 Ave of Americas AtnEtta, NEW YORK, NY 10036

Signing Officer

Name
Etta Brandman
Title
Presidnt
Phone
9177530877
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Withum Smith Brown Pc
Address
506 CARNEGIE CENTER STE 400, PRINCETON, NJ 08540-6243
Preparer
Israel Tannenbaum
Phone
6095201188
Raw XML AppendixShowing 400 of 955 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Student Emergency Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Continuation of Bottom Line?s Success Direct Impro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Scaling Braven in NYC, FY25-26
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Petrie Student Emergency Grant Fund 2024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Student Emergency Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Student Emergency Fund
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Petrie Foundation Student Emergency Grant Proposal
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12The Carroll and Milton Petrie Student Emergency Gr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Break Through Tech NYC Sprinternships

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