Civic Intelligence

The Petersen Foundation

EIN 46-3164831 • Bountiful, UT

1711 Ridge Point DriveBountiful, UT 84010
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-76%

Faster asset growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$475

Down $1,500 (-76%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$475

Down $1,500 (-76%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $5,000 (-100%) from 2023

Expenses

Down

$1,500

Down $3,500 (-70%) from 2023

Net Income

Down

-$1,500

Down $1,500 from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$6.0K$4.0K$2.0K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $5,903Liabilities 2014: $0Net Assets 2014: $5,9032014Assets 2015: $4,214Liabilities 2015: $0Net Assets 2015: $4,2142015Assets 2016: $565Liabilities 2016: $0Net Assets 2016: $5652016Assets 2017: $3,417Liabilities 2017: $0Net Assets 2017: $3,4172017Assets 2018: $2,271Liabilities 2018: $0Net Assets 2018: $2,2712018Assets 2019: $3,124Liabilities 2019: $0Net Assets 2019: $3,1242019Assets 2020: $2,974Liabilities 2020: $0Net Assets 2020: $2,9742020Assets 2021: $2,975Liabilities 2021: $0Net Assets 2021: $2,9752021Assets 2022: $1,975Liabilities 2022: $0Net Assets 2022: $1,9752022Assets 2023: $1,975Liabilities 2023: $0Net Assets 2023: $1,9752023Assets 2024: $475Liabilities 2024: $0Net Assets 2024: $4752024

Highlighted filing

2024

Assets$475
Liabilities$0
Net Assets$475
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$20K$10K$0-$10KRevenue 2013: $420Expenses 2013: $420Net Income 2013: $02013Revenue 2014: $10,210Expenses 2014: $4,307Net Income 2014: $5,9032014Revenue 2015: $410Expenses 2015: $2,099Net Income 2015: -$1,6892015Revenue 2016: $13,231Expenses 2016: $16,880Net Income 2016: -$3,6492016Revenue 2017: $5,417Expenses 2017: $2,565Net Income 2017: $2,8522017Revenue 2018: $414Expenses 2018: $1,560Net Income 2018: -$1,1462018Revenue 2019: $5,533Expenses 2019: $4,680Net Income 2019: $8532019Revenue 2020: $460Expenses 2020: $610Net Income 2020: -$1502020Revenue 2021: $2,460Expenses 2021: $2,459Net Income 2021: $12021Revenue 2022: $2,760Expenses 2022: $3,760Net Income 2022: -$1,0002022Revenue 2023: $5,000Expenses 2023: $5,000Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $1,500Net Income 2024: -$1,5002024

Highlighted filing

2024

Revenue$0
Expenses$1,500
Net Income-$1,500
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$475
Liabilities
$0
Net assets
$475
Revenue
$0
Expenses
$1,500
Net income
-$1,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.00$1.50$1.50
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$5.00$5.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$2.76$3.76$1.00
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$2.46$2.46$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.46$0.61$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$5.53$4.68$0.85
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.41$1.56$1.15
2017Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$5.42$2.57$2.85
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$13.2$16.9$3.65
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.41$2.10$1.69
2014Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$10.2$4.31$5.90
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.42$0.42$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYLE PETERSENTrustee-$0--
CHRISTINE PETERSENTrustee-$0--
TARA JESSOPTrustee-$0--
MIKELLE KENNEDYTrustee-$0--
CADE PETERSENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Petersen Foundation
EIN
46-3164831
Phone
8015037451
Address
1711 RIDGE POINT DRIVE, BOUNTIFUL, UT 84010

Signing Officer

Name
Lyle Petersen
Title
President
Phone
8015037451
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Professional Business Advisors LLC
Address
1706 SOUTH 500 WEST SUITE 200, BOUNTIFUL, UT 84010
Preparer
Randy Sellers
Phone
8012961060
Raw XML Appendix264 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt088
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03867
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03867
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011319
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01412
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04903
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01826
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01412
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015186
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013774
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYLE PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015037451
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PETERSEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0463164831
ReturnHeader/Filer/PhoneNum08015037451
ReturnHeader/Filer/USAddress/AddressLine1Txt01711 RIDGE POINT DRIVE
ReturnHeader/Filer/USAddress/CityNm0BOUNTIFUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203153167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL BUSINESS ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01706 SOUTH 500 WEST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOUNTIFUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084010
ReturnHeader/PreparerPersonGrp/PhoneNum08012961060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY SELLERS
ReturnHeader/ReturnTs02025-05-12T09:44:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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