Civic Intelligence

Sam and Ada Petro Foundation

990PF • Fiscal year 2020 • EIN 54-6587689

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.7%

Faster asset growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Assets

Down

$167,306

Down $13,860 (-7.7%) from 2019

Net Assets

Down

$166,464

Down $13,860 (-7.7%) from 2019

Liabilities

Flat

$842

Flat from 2019

Revenue

Flat

$0

Flat from 2019

Expenses

Up

$13,860

Up $9,266 (+202%) from 2019

Net Income

Down

-$13,860

Down $9,266 (-202%) from 2019

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

2020

Assets$167,306
Liabilities$842
Net Assets$166,464

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

2020

Revenue$0
Expenses$13,860
Net Income-$13,860
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
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
2021-11-15
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 Appendix309 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0PROGRAM SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF PROGRAMS THAT INTEGRATE PATIENT CARE, RESEARCH AND PREVENTION, AND THROUGH EDUCATION FOR UNDERGRADUATE AND GRADUATE STUDENTS, TRAINEES, PROFESSIONALS, EMPLOYEES AND THE PUBLIC.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT OF PROGRAMS THAT OFFER THE BEST FOR CHILDREN IN ACADEMICS, SPIRITUAL DEVELOPMENT, FINE ARTS, AND ATHLETICS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT OF PROGRAM THAT PROVIDES HEALTHCARE AND EDUCATION SERVICES IN SANTA MARIA DE JESUS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT OF PROGRAMS TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT OF PROGRAMS TO END ALZHEIMER'S BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677030
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012806
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/AppliedToCurrentYearAmt08542
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020019
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020019
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04686
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02530
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032857
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013228
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04686
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060092
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055406
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM PETRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07134174444
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/ReturnTs02021-11-15T11:34:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETRO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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