Civic Intelligence

Sam and Ada Petro Foundation

990PF • Fiscal year 2019 • EIN 54-6587689

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

14314 Boney Brier DriveHouston, TX 77069

(713) 417-4444

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.5%

Faster asset growth than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$181,166

Down $4,594 (-2.5%) from 2018

Net Assets

Down

$180,324

Down $4,594 (-2.5%) from 2018

Liabilities

Flat

$842

Flat from 2018

Revenue

Flat

$0

Flat from 2018

Expenses

Down

$4,594

Down $1,890 (-29%) from 2018

Net Income

Up

-$4,594

Up $1,890 (+29%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $305,469Liabilities 2011: $02011Assets 2012: $294,585Liabilities 2012: $0Net Assets 2012: $294,5852012Assets 2013: $304,250Liabilities 2013: $0Net Assets 2013: $304,2502013Assets 2014: $288,460Liabilities 2014: $0Net Assets 2014: $288,4602014Assets 2015: $250,577Liabilities 2015: $842Net Assets 2015: $249,7352015Assets 2016: $205,214Liabilities 2016: $842Net Assets 2016: $204,3722016Assets 2017: $192,244Liabilities 2017: $842Net Assets 2017: $191,4022017Assets 2018: $185,760Liabilities 2018: $842Net Assets 2018: $184,9182018Assets 2019: $181,166Liabilities 2019: $842Net Assets 2019: $180,3242019Assets 2020: $167,306Liabilities 2020: $842Net Assets 2020: $166,4642020Assets 2021: $158,223Liabilities 2021: $842Net Assets 2021: $157,3812021Assets 2022: $137,799Liabilities 2022: $842Net Assets 2022: $136,9572022Assets 2023: $120,645Liabilities 2023: $842Net Assets 2023: $119,8032023Assets 2024: $117,176Liabilities 2024: $842Net Assets 2024: $116,3342024

Highlighted filing

2019

Assets$181,166
Liabilities$842
Net Assets$180,324

Operations Trend

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

$50K$0-$50KRevenue 2011: $6,003Expenses 2011: $23,631Net Income 2011: -$17,6282011Expenses 2012: $17,1272012Revenue 2013: $36,865Expenses 2013: $27,200Net Income 2013: $9,6652013Revenue 2014: $111Expenses 2014: $15,901Net Income 2014: -$15,7902014Revenue 2015: -$264Expenses 2015: $38,461Net Income 2015: -$38,7252015Revenue 2016: $0Expenses 2016: $45,363Net Income 2016: -$45,3632016Revenue 2017: $0Expenses 2017: $12,970Net Income 2017: -$12,9702017Revenue 2018: $0Expenses 2018: $6,484Net Income 2018: -$6,4842018Revenue 2019: $0Expenses 2019: $4,594Net Income 2019: -$4,5942019Revenue 2020: $0Expenses 2020: $13,860Net Income 2020: -$13,8602020Revenue 2021: $0Expenses 2021: $9,083Net Income 2021: -$9,0832021Revenue 2022: $0Expenses 2022: $20,424Net Income 2022: -$20,4242022Revenue 2023: $0Expenses 2023: $17,154Net Income 2023: -$17,1542023Revenue 2024: $0Expenses 2024: $3,469Net Income 2024: -$3,4692024

Highlighted filing

2019

Revenue$0
Expenses$4,594
Net Income-$4,594
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM PETRO JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sam & Ada Petro Foundation
EIN
54-6587689
Phone
7134174444
Address
14314 BONEY BRIER DRIVE, HOUSTON, TX 77069

Signing Officer

Name
Sam Petro
Title
Director
Phone
7134174444
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Melton & Melton Llp
Address
6002 ROGERDALE RD SUITE 200, HOUSTON, TX 77072
Preparer
Marvin L Mohn CPA
Phone
2817591120
Raw XML Appendix288 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/UndistributedIncomeGrp/QualifyingDistributionsAmt03998
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt055406
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060436
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0540
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM SAM PETRO
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0540
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0540
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0842
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO PETRO INVESTMENT TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0842
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM PETRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07134174444
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM & ADA PETRO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAM&
ReturnHeader/Filer/EIN0546587689
ReturnHeader/Filer/PhoneNum07134174444
ReturnHeader/Filer/USAddress/AddressLine1Txt014314 BONEY BRIER DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077069
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0637417490BB2F7CF12ABA15A1BC69942822FAB23
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D96E3719817B128BCD1DA5C2E4131C050D7C2A16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.230.155.2
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:13:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741550819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELTON & MELTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06002 ROGERDALE RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077072
ReturnHeader/PreparerPersonGrp/PhoneNum02817591120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARVIN L MOHN CPA
ReturnHeader/ReturnTs02020-11-10T11:03:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$0.00$0.17$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$0.00$0.20$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.00$0.09$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.00$0.14$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.80$0.00$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.01$1.85$0.00$0.06$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$0.00$0.13$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.05$0.01$2.04$0.00$0.45$0.45
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.50$0.00$0.38$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.00$0.16$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.37$0.27$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.17
2011Summary only. Only limited summary data is available for this year.$3.05$0.00$0.06$0.24$0.18