Civic Intelligence

Fredrick W Petri Foundation

990PF • Fiscal year 2014 • EIN 27-4507210

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profile
6130 Stoneridge Mall Road Ste 185Pleasanton, CA 94588

(925) 460-8900

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$13,136

No earlier filing loaded for comparison.

Net Assets

$13,136

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin53rd percentile

Revenue

$203,682

No earlier filing loaded for comparison.

Expenses

$195,278

No earlier filing loaded for comparison.

Net Income

$8,404

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.

$20M$15M$10M$5.0M$0Assets 2014: $13,136Liabilities 2014: $0Net Assets 2014: $13,1362014Assets 2015: $79,307Liabilities 2015: $0Net Assets 2015: $79,3072015Assets 2016: $3,760Liabilities 2016: $0Net Assets 2016: $3,7602016Assets 2017: $5,703Liabilities 2017: $0Net Assets 2017: $5,7032017Assets 2018: $9,452Liabilities 2018: $1,175Net Assets 2018: $8,2772018Assets 2019: $15,975Liabilities 2019: $49Net Assets 2019: $15,9262019Assets 2020: $17,154Liabilities 2020: $1,369Net Assets 2020: $15,7852020Assets 2021: $16,759Liabilities 2021: $1,469Net Assets 2021: $15,2902021Assets 2022: $17,591,998Liabilities 2022: $14,350Net Assets 2022: $17,577,6482022Assets 2023: $16,088,324Liabilities 2023: $9,300Net Assets 2023: $16,079,0242023Assets 2024: $12,332,042Liabilities 2024: $26,700Net Assets 2024: $12,305,3422024

Highlighted filing

2014

Assets$13,136
Liabilities$0
Net Assets$13,136
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MRevenue 2014: $203,682Expenses 2014: $195,278Net Income 2014: $8,4042014Revenue 2015: $535,456Expenses 2015: $441,201Net Income 2015: $94,2552015Revenue 2016: $25,361Expenses 2016: $85,673Net Income 2016: -$60,3122016Revenue 2017: $137,015Expenses 2017: $138,137Net Income 2017: -$1,1222017Revenue 2018: $140,524Expenses 2018: $137,482Net Income 2018: $3,0422018Revenue 2019: $56,775Expenses 2019: $36,672Net Income 2019: $20,1032019Revenue 2020: $30,203Expenses 2020: $26,835Net Income 2020: $3,3682020Revenue 2021: $944Expenses 2021: $1,520Net Income 2021: -$5762021Revenue 2022: $18,128,477Expenses 2022: $29,682Net Income 2022: $18,098,7952022Revenue 2023: $1,631,654Expenses 2023: $5,113,393Net Income 2023: -$3,481,7392023Revenue 2024: $1,058,994Expenses 2024: $5,681,877Net Income 2024: -$4,622,8832024

Highlighted filing

2014

Revenue$203,682
Expenses$195,278
Net Income$8,404
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
fredrick petriDirector-$0--
linda moraschDirector-$0--
paul healyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fredrick W Petri Foundation
EIN
27-4507210
In Care Of
% LINDA MORASCH
Address
6130 Stoneridge Mall Road Ste 185, Pleasanton, CA 94588

Signing Officer

Name
Linda Morasch
Title
Secretary and Treasurer
Phone
9254608900
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Krutilla & Associates Inc
Address
350 N WIGET LANE STE 150, WALNUT CREEK, CA 94598
Preparer
Jennifer Lundberg
Phone
9259415440
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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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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0194680
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/AppliedToCurrentYearAmt0689
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt085892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt098512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt091387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0470377
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0194586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt085892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt098512
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt091387
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0195275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0194586
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0470377
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0275791
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0fredrick petri
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0209 bridge road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0hillsborough
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094010
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0203680
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0-345
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-345
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Morasch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary and Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09254608900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fredrick W Petri Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0274507210
ReturnHeader/Filer/InCareOfNm0% LINDA MORASCH
ReturnHeader/Filer/USAddress/AddressLine1Txt06130 Stoneridge Mall Road Ste 185
ReturnHeader/Filer/USAddress/CityNm0Pleasanton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRUTILLA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 N WIGET LANE STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094598
ReturnHeader/PreparerPersonGrp/PhoneNum09259415440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER LUNDBERG
ReturnHeader/ReturnTs02015-11-10T18:45:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,136
Liabilities
$0
Net assets
$13,136
Revenue
$203,682
Expenses
$195,278
Net income
$8,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$0.03$12.3$1.06$5.68$4.62
2023Detailed filing. Detailed filing data is available for this year.$16.1$0.01$16.1$1.63$5.11$3.48
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.01$17.6$18.1$0.03$18.1
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.06$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.14$0.14$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.14$0.14$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.54$0.44$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.20$0.20$0.01