Civic Intelligence

Peter G Peterson Foundation

990PF • Fiscal year 2021 • EIN 26-0316905

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 10, 2022

Organization Profile

View Organization Page

888-c Eighth Avenue Box 144New York, NY 10019

(212) 542-9200

Siviq Scores

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

Liabilities / Assets

21st percentile

0.03x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

3.07x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Net Margin

1st percentile

-499%

Higher net margin than 1% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

44th percentile

$479,070

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2021 filings • $250M-$1B nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$983,527,201

Up $504,610,464 (+105%) from 2011

Net Assets

Up

$958,667,430

Up $486,846,074 (+103%) from 2011

Liabilities

Up

$24,859,771

Up $17,764,390 (+250%) from 2011

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin1st percentile

Revenue

$8,095,949

No earlier filing loaded for comparison.

Expenses

Up

$48,509,009

Up $23,576,181 (+95%) from 2011

Net Income

-$40,413,060

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5B$1.0B$500M$0Assets 2011: $478,916,737Liabilities 2011: $7,095,381Net Assets 2011: $471,821,3562011Assets 2021: $983,527,201Liabilities 2021: $24,859,771Net Assets 2021: $958,667,4302021Assets 2022: $1,055,700,983Liabilities 2022: $19,059,464Net Assets 2022: $1,036,641,5192022Assets 2023: $1,010,138,977Liabilities 2023: $15,667,054Net Assets 2023: $994,471,9232023Assets 2024: $1,095,437,638Liabilities 2024: $13,436,192Net Assets 2024: $1,082,001,4462024Assets 2025: $1,179,216,937Liabilities 2025: $15,624,070Net Assets 2025: $1,163,592,8672025

Highlighted filing

2021

Assets$983,527,201
Liabilities$24,859,771
Net Assets$958,667,430
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2011: $24,932,8282011Revenue 2021: $8,095,949Expenses 2021: $48,509,009Net Income 2021: -$40,413,0602021Revenue 2022: $50,280,779Expenses 2022: $45,255,827Net Income 2022: $5,024,9522022Revenue 2023: $10,201,057Expenses 2023: $42,851,094Net Income 2023: -$32,650,0372023Revenue 2024: $44,626,096Expenses 2024: $50,237,445Net Income 2024: -$5,611,3492024Revenue 2025: $65,789,481Expenses 2025: $58,751,190Net Income 2025: $7,038,2912025

Highlighted filing

2021

Revenue$8,095,949
Expenses$48,509,009
Net Income-$40,413,060
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 10, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORETTA UCELLIExec VP, Strategy & CommFT$429,807$49,263$479,070
JAY WANTExecutive Director - PchFT$406,235$50,830$457,065
SUK YUN WONChief Operating OfficerFT$372,537$45,988$418,525
SUSAN TANAKASenior Policy AdvisorFT$365,784$47,146$412,930
JEFFREY HOLLANDVP, ResearchFT$265,785$46,505$312,290
MYRA SUNGVP, ProgramsFT$240,937$24,078$265,015
LAURA GORDONVP, Comm & Public AffairsFT$190,725$6,472$197,197
MICHAEL A PETERSONDirector & Chairman, CEOFT$0--
JOAN GANZ COONEYDirector-$0--
MICHAEL SHANKMANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Peter G Peterson Foundation
EIN
26-0316905
Phone
2125429200
Address
888-C EIGHTH AVENUE BOX 144, NEW YORK, NY 10019

Signing Officer

Name
Michael Shankman
Title
Treasurer
Phone
2125429200
Signed
2022-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
8350 BROAD STREET SUITE 900, MCLEAN, VA 22102
Preparer
Margaret a Bradshaw
Phone
7032868000
Raw XML AppendixShowing 400 of 1,881 raw XML fields

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART XV
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART XV
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990-PF, PART IX-B
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc4FORM 990-PF, PART VII-B, LINE 5C
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1CONTINUATION OF SUPPLEMENTARY INFORMATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt23A/B
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3EXPENDITURE RESPONSIBILITY
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt4EXPENDITURE RESPONSIBILITY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FOUNDATION ACTIVITIESTHE PETER G. PETERSON FOUNDATION'S MISSION IS TO INCREASE PUBLIC AWARENESS OF THE NATURE AND URGENCY OF THE KEY FISCAL CHALLENGES THREATENING AMERICA'S FUTURE AND TO ACCELERATE ACTION ON THEM. TO ADDRESS THESE CHALLENGES SUCCESSFULLY, WE WORK TO BRING AMERICANS TOGETHER TO FIND AND IMPLEMENT SENSIBLE, LONG-TERM SOLUTIONS THAT TRANSCEND AGE, PARTY LINES, AND IDEOLOGICAL DIVIDES IN ORDER TO ACHIEVE REAL RESULTS. WE ADVANCE OUR MISSION THROUGH GRANT-MAKING, EDUCATION AND AWARENESS INITIATIVES, AND POLICY RESEARCH AND ANALYSIS.IN 2014, THE FOUNDATION ESTABLISHED THE PETERSON CENTER ON HEALTHCARE, AN ORGANIZATION DEDICATED TO MAKING HIGHER QUALITY, MORE AFFORDABLE HEALTHCARE A REALITY FOR ALL AMERICANS. AS A DIVISION OF THE FOUNDATION, THE CENTER IS WORKING TO TRANSFORM U.S. HEALTHCARE INTO A HIGH-PERFORMANCE SYSTEM BY FINDING INNOVATIVE SOLUTIONS THAT IMPROVE QUALITY AND LOWER COSTS, AND ACCELERATING THEIR ADOPTION ON A NATIONAL SCALE. THE CENTER COLLABORATES WITH STAKEHOLDERS ACROSS THE HEALTHCARE SYSTEM AND ENGAGES IN GRANT-MAKING, PARTNERSHIPS, AND RESEARCH.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt12A: NAME & ADDRESS OF PERSON TO WHOM APPLICATIONS SHOULD BE SUBMITTED:PETER G. PETERSON FOUNDATION888-C EIGHTH AVENUE, BOX #144NEW YORK, NY 10019TELEPHONE: 212-542-9200 EMAIL: [email protected]: FORM AND CONTENT OF APPLICATIONS:A BRIEF DESCRIPTION OF THE PROPOSED PROJECT VIA EMAIL, OR THE "INQUIRIES" LINK ON THE FOUNDATION'S WEBSITE. 2C: ANY SUBMISSION DEADLINES:INQUIRIES ARE ACCEPTED AT ANY TIME DURING THE YEAR.2D: RESTRICTIONS OR LIMITATIONS ON AWARDS:PETER G. PETERSON FOUNDATION GENERAL GRANT ELIGIBILITY GUIDELINES/ REQUIREMENTS:THE PETER G. PETERSON FOUNDATION:-CONSIDERS GRANT REQUESTS DIRECTLY RELATED TO THE FOUNDATION'S MISSION AND PRIORITIES-GENERALLY AWARDS GRANTS TO U.S. BASED 501(C)(3) NONPROFIT ORGANIZATIONS-PREFERS TO SUPPORT ORGANIZATIONS THAT HAVE BEEN IN EXISTENCE FOR AT LEAST TWO YEARS, WITH ANNUAL OPERATING BUDGETS OF AT LEAST $1 MILLION-SEEKS TO PARTNER WITH ORGANIZATIONS THAT HAVE THE ABILITY TO IMPLEMENT PROGRAMMING FOR NATIONAL IMPACTTHE PETER G. PETERSON FOUNDATION DOES NOT PARTICIPATE IN ACTIVITIES WHICH ARE PROHIBITED FOR PRIVATE FOUNDATIONS AND DOES NOT SUPPORT INSTITUTIONS THAT DISCRIMINATE ON THE BASIS OF, AMONG OTHER THINGS, RACE, RELIGION, GENDER, NATIONAL ORIGIN, AGE, DISABILITY OR SEXUAL ORIENTATION, IN POLICY OR IN PRACTICE. IN ADDITION THE PETER G. PETERSON FOUNDATION DOES NOT GENERALLY ENGAGE IN CERTAIN OTHER PRACTICES, INCLUDING BUT NOT LIMITED TO:-FUNDING ORGANIZATIONS BASED OUTSIDE OF THE UNITED STATES-GIVING GRANTS TO INDIVIDUALS-FUNDING SOCIAL OR FRATERNAL ORGANIZATIONS-SUPPORTING CAPITAL CAMPAIGNS, AUCTIONS, AND OTHER SIMILAR ACTIVITIES-PROVIDING UNRESTRICTED FUNDING-UNDERWRITING CHAIRS, ENDOWMENTS, OR ACADEMIC SCHOLARSHIPSFOR MORE INFORMATION ON THE FOUNDATION'S GUIDELINES FOR AWARDS, APPLICANTS MAY VISIT OUR WEBSITE: WWW.PGPF.ORG
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2GRANTS/CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT:GRANTEE NAMES WITH * AFTER THE NAME ARE GRANTS MADE FROM THE PETERSON CENTER ON HEALTHCARE LLC, WHICH IS A WHOLLY OWNED SUBSIDIARY OF THE PETER G. PETERSON FOUNDATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3PRI RECIPIENTCIVICA, INC.2912 W. EXECUTIVE PKWYLEHI, UTAH 84043DATES AMOUNTS10/23/2019 $2,535,211.2703/31/2020 $1,470,384.50ACCRUED INTEREST THROUGH 03/31/2021 $263,920.00PURPOSEPROGRAM RELATED INVESTMENT, LINE OF CREDIT - TO SUPPORT PROGRAMS, INITIATIVES AND ACTIVITIES CARRIED OUT THROUGH MEMBER HOSPITALS AND HEALTH SYSTEMS THAT PROVIDE HIGH-NEEDS POPULATIONS WITH TIMELY ACCESS TO ESSENTIAL GENERIC DRUGS AT AFFORDABLE PRICES. HIGH-NEEDS POPULATIONS INCLUDE POPULATIONS IN THE FEDERAL GOVERNMENT'S 340B PROGRAM FOR DISCOUNTED DRUG PRICING FOR UNINSURED AND LOW- INCOME INDIVIDUALS. THIS POPULATION INCLUDES UNINSURED PATIENTS, PATIENTS AT OR BELOW 150% OF POVERTY LEVELS, PATIENTS WITH HIGH HEALTH CARE SPENDING (E.G., TOP 10%) AND IMPOVERISHED OR OTHERWISE VULNERABLE OR DISADVANTAGED PATIENTS SUCH AS THE DISABLED, THE FRAIL ELDERLY, AND THOSE WITH MULTIPLE CHRONIC CONDITIONS.AMOUNTS EXPENDED-0-DATE OF REPORTSAUDITED FINANCIAL STATEMENTS AS OF 12/31/19 DATED 4/20/20GRANTEE REPORTS DATED 4/10/2020, 6/12/2020, 12/14/2021DIVERSION OF FUNDSTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.VERIFICATIONTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE PRI RECIPIENT; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.SEE STATEMENT 22 FOR DETAIL ON GRANT EXPENDITURE RESPONSIBILITY TO CIVICA, INC.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4GRANTEECIVICA, INC.2912 W. EXECUTIVE PKWYLEHI, UTAH 84043DATES AMOUNTS9/4/2018 $1,000,000PURPOSETO SUPPORT PROGRAMS, INITIATIVES AND ACTIVITIES CARRIED OUT THROUGH MEMBER HOSPITALS AND HEALTH SYSTEMS THAT PROVIDE HIGH-NEEDS POPULATIONS WITH TIMELY ACCESS TO ESSENTIAL GENERIC DRUGS AT AFFORDABLE PRICES. HIGH-NEEDS POPULATIONS INCLUDE POPULATIONS IN THE FEDERAL GOVERNMENT'S 340B PROGRAM FOR DISCOUNTED DRUG PRICING FOR UNINSURED AND LOW- INCOME INDIVIDUALS. THIS POPULATION INCLUDES UNINSURED PATIENTS, PATIENTS AT OR BELOW 150% OF POVERTY LEVELS, PATIENTS WITH HIGH HEALTH CARE SPENDING (E.G., TOP 10%) AND IMPOVERISHED OR OTHERWISE VULNERABLE OR DISADVANTAGED PATIENTS SUCH AS THE DISABLED, THE FRAIL ELDERLY, AND THOSE WITH MULTIPLE CHRONIC CONDITIONS.AMOUNTS EXPENDED$1,000,000DATE OF REPORTSGRANTEE REPORTS DATED 4/10/2020, 6/12/2020, 12/14/2021DIVERSION OF FUNDSTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.VERIFICATIONTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59PROVIDENCE STRATEGIC GROWTH II-A LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60PROVIDENCE STRATEGIC GROWTH III-A LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61PROVIDENCE STRATEGIC GROWTH IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62REDWOOD DRAWDOWN OFFSHORE FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63RIVA CAPITAL PARTNERS III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64ROARK CAPITAL PARTNERS IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65ROARK CAPITAL PARTNERS V (TE) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67SFC ENERGY PARTNERS II-B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68THE CHILDREN'S INVESTMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69THE OVERLOOK PARTNERS FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70TRIDENT V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71WARBURG PINCUS CHINA, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72WARBURG PINCUS CHINA-SOUTHEAST ASIA II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73WARBURG PINCUS FINANCIAL SECTOR, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74WARBURG PINCUS GLOBAL GROWTH, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75WARBURG PINCUS PRIVATE EQUITY XII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76WELSH, CARSON, ANDERSON & STOWE XI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77WHALE ROCK FLAGSHIP FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78WHITE DEER ENERGY LP II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79YIHENG CAPITAL OFFSHORE PARTNERS, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt013638627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1200814
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0247263
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06836141
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PRI ACCRUED INTEREST INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0207387
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07888562
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0207387
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08095949
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0166935
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0178900
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt040584754
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0805158
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0144873
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0157772
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06836141
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07634955
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05448100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-2507516
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0207387
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01529685
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02281884
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03682105

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$983,527,201
Liabilities
$24,859,771
Net assets
$958,667,430
Revenue
$8,095,949
Expenses
$48,509,009
Net income
-$40,413,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1,179$15.6$1,164$65.8$58.8$7.04
2024Detailed filing. Detailed filing data is available for this year.$1,095$13.4$1,082$44.6$50.2$5.61
2023Detailed filing. Detailed filing data is available for this year.$1,010$15.7$994$10.2$42.9$32.7
2022Detailed filing. Detailed filing data is available for this year.$1,056$19.1$1,037$50.3$45.3$5.02
2021Detailed filing. Detailed filing data is available for this year.$984$24.9$959$8.10$48.5$40.4
2011Detailed filing. Detailed filing data is available for this year.$479$7.10$472$24.9
Peer Organizations

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