Civic Intelligence

Sam and Ada Petro Foundation

990PF • Fiscal year 2022 • EIN 54-6587689

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-13%

Faster asset growth than 27% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Assets

Down

$137,799

Down $20,424 (-13%) from 2021

Net Assets

Down

$136,957

Down $20,424 (-13%) from 2021

Liabilities

Flat

$842

Flat from 2021

Revenue

Flat

$0

Flat from 2021

Expenses

Up

$20,424

Up $11,341 (+125%) from 2021

Net Income

Down

-$20,424

Down $11,341 (-125%) from 2021

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

2022

Assets$137,799
Liabilities$842
Net Assets$136,957

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

2022

Revenue$0
Expenses$20,424
Net Income-$20,424
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
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
2023-11-13
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 Appendix281 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/GrantOrContributionPurposeTxt1TO SUPPORT PROGRAMS TO SPREAD THE GOSPEL OF JESUS CHRIST THROUGH A PRACTICAL OUTREACH TO HOMES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF PROGRAM THAT PROVIDES HEALTHCARE AND EDUCATION SERVICES IN SANTA MARIA DE JESUS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT 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/RecipientBusinessName/BusinessNameLine1Txt1FOCUS ON THE FAMILY
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019110
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011905
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020196
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08291
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/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM PETRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07134174444
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-11-13T10:35:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETRO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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