Civic Intelligence

Pete Morgan Foundation Trust

990PF • Fiscal year 2011 • EIN 47-0833529

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

Organization Profile
1520 W Canal Court Ste 22080120
Siviq Scores

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

Liabilities / Assets

97th percentile

1.36x

Higher debt load relative to assets than 97% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets97th percentile

Assets

$4,119,476

No earlier filing loaded for comparison.

Net Assets

-$1,464,505

No earlier filing loaded for comparison.

Liabilities

$5,583,981

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$35,138,884

No earlier filing loaded for comparison.

Net Income

-

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.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,119,476Liabilities 2011: $5,583,981Net Assets 2011: -$1,464,5052011Assets 2012: $4,401,353Liabilities 2012: $3,650,731Net Assets 2012: $750,6222012Assets 2013: $1,602,535Liabilities 2013: $175,000Net Assets 2013: $1,427,5352013Assets 2014: $3,449,891Liabilities 2014: $0Net Assets 2014: $3,449,8912014Assets 2015: $3,505,834Liabilities 2015: $0Net Assets 2015: $3,505,8342015Assets 2016: $3,380,889Liabilities 2016: $0Net Assets 2016: $3,380,8892016Assets 2017: $3,442,248Liabilities 2017: $0Net Assets 2017: $3,442,2482017Assets 2018: $3,437,540Liabilities 2018: $0Net Assets 2018: $3,437,5402018Assets 2019: $2,878,809Liabilities 2019: $0Net Assets 2019: $2,878,8092019Assets 2020: $2,650,690Liabilities 2020: $0Net Assets 2020: $2,650,6902020Assets 2021: $1,580,035Liabilities 2021: $0Net Assets 2021: $1,580,0352021Assets 2022: $1,020,941Liabilities 2022: $0Net Assets 2022: $1,020,9412022Assets 2023: $843,345Liabilities 2023: $0Net Assets 2023: $843,3452023Assets 2024: $695,030Liabilities 2024: $0Net Assets 2024: $695,0302024

Highlighted filing

2011

Assets$4,119,476
Liabilities$5,583,981
Net Assets-$1,464,505
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $35,138,8842011Expenses 2012: -$1072012Revenue 2013: $1,813,331Expenses 2013: $507,294Net Income 2013: $1,306,0372013Revenue 2014: $2,050,305Expenses 2014: $27,949Net Income 2014: $2,022,3562014Revenue 2015: $73,088Expenses 2015: $17,145Net Income 2015: $55,9432015Revenue 2016: $86,637Expenses 2016: $211,582Net Income 2016: -$124,9452016Revenue 2017: $134,251Expenses 2017: $72,892Net Income 2017: $61,3592017Revenue 2018: $111,144Expenses 2018: $115,852Net Income 2018: -$4,7082018Revenue 2019: $252,300Expenses 2019: $811,031Net Income 2019: -$558,7312019Revenue 2020: $378,801Expenses 2020: $606,920Net Income 2020: -$228,1192020Revenue 2021: $792,859Expenses 2021: $1,901,606Net Income 2021: -$1,108,7472021Revenue 2022: $367,668Expenses 2022: $882,170Net Income 2022: -$514,5022022Revenue 2023: $261,592Expenses 2023: $445,688Net Income 2023: -$184,0962023Revenue 2024: $271,185Expenses 2024: $419,500Net Income 2024: -$148,3152024

Highlighted filing

2011

Revenue-
Expenses$35,138,884
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C EDWARD MCVANEY TRUSTEETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Educational501C 3HIGHLANDS RANCH, CO, US$35,000,000
Paid Grant-PUBLIC CHARITY501(C)(3)BRENTWOOD, TN, US$5,000
Filing and Contact Details

Filer

EIN
47-0833529
Raw XML AppendixShowing 400 of 418 raw XML fields

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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03032972121
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101520 W CANAL CT 220
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LITTLETON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CO
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IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1EVERY NATION MINISTRIES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11P O BOX 1787
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HIGHLANDS RANCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BRENTWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode080126
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode137024
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201401076
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301187364
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4014838008
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear052597140
IRS990PF/UndistributedIncome/ExcessFromCurrentYear033909689
IRS990PF/UndistributedIncome/ExcessFromYear101261003
IRS990PF/UndistributedIncome/ExcessFromYear201401076
IRS990PF/UndistributedIncome/ExcessFromYear301187364
IRS990PF/UndistributedIncome/ExcessFromYear4014838008
IRS990PF/UndistributedIncome/QualifyingDistributions035013294
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus033909689
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IRS990PF/UndistributedIncome/TotalExcessDistriCarryover018687451
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0NEWPORT K-1 PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome017807
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks017807
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks138
OtherIncomeSchedule2/OtherIncome/Description0RAPTOR GLOBL PORT INCOME
OtherIncomeSchedule2/OtherIncome/Description1NEWPORT K-1 OTHER INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome05581
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome11497
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks05581
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks11497
OtherLiabilitiesSchedule/OtherLiabilities/Description0Short term loan from a private fdn
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue05583981
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05393
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount18
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0UNION BANK CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1RAPTOR GLOBAL PORTF LIQ PRO FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome05393
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome18
TaxesSchedule/Taxes/Amount018
TaxesSchedule/Taxes/Amount12388
TaxesSchedule/Taxes/Amount265000
TaxesSchedule/Taxes/Amount310000
TaxesSchedule/Taxes/Category0RAPTOR GLOBAL FEDERAL TAX WITHHELD
TaxesSchedule/Taxes/Category1NEWPORT K-1 FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category2FEDERAL EXCISE TAX ESTIMATED TAXES
TaxesSchedule/Taxes/Category32010 FED EXCISE TAX EXT PD 2011
TaxesSchedule/Taxes/NetInvestmentIncome018
TaxesSchedule/Taxes/NetInvestmentIncome12388
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0470833529
ReturnHeader/Filer/Name/BusinessNameLine10PETE MORGAN FOUNDATION TRUST
ReturnHeader/Filer/NameControl0PETE
ReturnHeader/Filer/Phone03032972142
ReturnHeader/Filer/USAddress/AddressLine101520 W CANAL COURT STE 220
ReturnHeader/Filer/USAddress/City0LITTLETON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,119,476
Liabilities
$5,583,981
Net assets
-$1,464,505
Revenue
-
Expenses
$35,138,884
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.27$0.42$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.26$0.45$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.37$0.88$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.79$1.90$1.11
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.38$0.61$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.25$0.81$0.56
2018Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.11$0.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.13$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.09$0.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.07$0.02$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$2.05$0.03$2.02
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.18$1.43$1.81$0.51$1.31
2012Detailed filing. Detailed filing data is available for this year.$4.40$3.65$0.75$0.00
2011Detailed filing. Detailed filing data is available for this year.$4.12$5.58$1.46$35.1