Civic Intelligence

The Petersen Foundation

990PF • Fiscal year 2021 • EIN 46-3164831

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 20, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

37th percentile

0.0%

Higher net margin than 37% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

0.0%

Faster asset growth than 43% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

435%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$2,975

Up $1 (+0.0%) from 2020

Net Assets

Up

$2,975

Up $1 (+0.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin37th percentile

Revenue

Up

$2,460

Up $2,000 (+435%) from 2020

Expenses

Up

$2,459

Up $1,849 (+303%) from 2020

Net Income

Up

$1

Up $151 (+101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$2,975
Liabilities$0
Net Assets$2,975
Open 2021 Filing

Operations Trend

Revenue Growth96th 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

2021

Revenue$2,460
Expenses$2,459
Net Income$1
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 20, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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
2022-07-20
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 Appendix317 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/RecipientUSAddress/AddressLine1Txt11711 RIDGE POINT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21711 RIDGE POINT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31711 RIDGE POINT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOUNTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOUNTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOUNTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOUNTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd384010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01973
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/AppliedToCurrentYearAmt0147
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08454
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01826
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03867
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01902
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01973
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01826
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024642
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022816
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYLE PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015107101
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-20
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/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/ReturnTs02022-07-22T13:34:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETERSEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,975
Liabilities
$0
Net assets
$2,975
Revenue
$2,460
Expenses
$2,459
Net income
$1
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