Civic Intelligence

The Petersen Foundation

990PF • Fiscal year 2018 • EIN 46-3164831

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 13, 2019

Organization Profile
1711 Ridge Point DriveBountiful, UT 84010

(801) 510-7101

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-277%

Higher net margin than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$2,271

Down $1,146 (-34%) from 2017

Net Assets

Down

$2,271

Down $1,146 (-34%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$414

Down $5,003 (-92%) from 2017

Expenses

Down

$1,560

Down $1,005 (-39%) from 2017

Net Income

Down

-$1,146

Down $3,998 (-140%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2018

Assets$2,271
Liabilities$0
Net Assets$2,271
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$414
Expenses$1,560
Net Income-$1,146
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
8015107101
Address
1711 RIDGE POINT DRIVE, BOUNTIFUL, UT 84010

Signing Officer

Name
Lyle Petersen
Title
President
Phone
8015107101
Signed
2019-02-13
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 Appendix314 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/RecipientBusinessName/BusinessNameLine1Txt0SANDBOX THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01042 FT UNION BLVD 127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIDVALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084047
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0141
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024031
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01902
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03792
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0859
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024031
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023172
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYLE PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015107101
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PETERSEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0463164831
ReturnHeader/Filer/PhoneNum08015107101
ReturnHeader/Filer/USAddress/AddressLine1Txt01711 RIDGE POINT DRIVE
ReturnHeader/Filer/USAddress/CityNm0BOUNTIFUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084010
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00931C4E5C9479CEE5D7F4EF0BF9F822049B941C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B42F20E5549817423B6BA532257C9A8A7F52ED9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.73.38.161
ReturnHeader/FilingSecurityInformation/IPDt02019-02-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm010:30:39
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/ReturnTs02019-02-21T17:04:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,271
Liabilities
$0
Net assets
$2,271
Revenue
$414
Expenses
$1,560
Net income
-$1,146
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