Civic Intelligence

Petersen Family Foundation

990PF • Fiscal year 2017 • EIN 81-4547001

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 28, 2018

Organization Profile
PO Box 17149Sugar Land, TX 77496-7149

(281) 565-9200

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

1st percentile

-1445%

Higher net margin than 1% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

2nd percentile

-28%

Faster asset growth than 2% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,193,877

Down $2,816,404 (-28%) from 2016

Net Assets

Down

$7,193,877

Down $2,816,404 (-28%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$193,721

Down $9,816,560 (-98%) from 2016

Expenses

Up

$2,993,239

Up $2,993,239 from 2016

Net Income

Down

-$2,799,518

Down $12,809,799 (-128%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $10,010,281Liabilities 2016: $0Net Assets 2016: $10,010,2812016Assets 2017: $7,193,877Liabilities 2017: $0Net Assets 2017: $7,193,8772017Assets 2018: $9,898,470Liabilities 2018: $0Net Assets 2018: $9,898,4702018Assets 2019: $9,933,189Liabilities 2019: $0Net Assets 2019: $9,933,1892019Assets 2020: $9,384,576Liabilities 2020: $0Net Assets 2020: $9,384,5762020Assets 2021: $8,769,166Liabilities 2021: $0Net Assets 2021: $8,769,1662021Assets 2022: $9,778,891Liabilities 2022: $0Net Assets 2022: $9,778,8912022Assets 2023: $12,623,012Liabilities 2023: $0Net Assets 2023: $12,623,0122023Assets 2024: $15,050,030Liabilities 2024: $0Net Assets 2024: $15,050,0302024

Highlighted filing

2017

Assets$7,193,877
Liabilities$0
Net Assets$7,193,877
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2016: $10,010,281Expenses 2016: $0Net Income 2016: $10,010,2812016Revenue 2017: $193,721Expenses 2017: $2,993,239Net Income 2017: -$2,799,5182017Revenue 2018: $3,219,609Expenses 2018: $505,631Net Income 2018: $2,713,9782018Revenue 2019: $1,853,349Expenses 2019: $1,800,012Net Income 2019: $53,3372019Revenue 2020: $1,473,687Expenses 2020: $1,998,150Net Income 2020: -$524,4632020Revenue 2021: $1,212,564Expenses 2021: $1,799,647Net Income 2021: -$587,0832021Revenue 2022: $1,538,153Expenses 2022: $503,804Net Income 2022: $1,034,3492022Revenue 2023: $6,035,636Expenses 2023: $1,557,750Net Income 2023: $4,477,8862023Revenue 2024: $12,527,419Expenses 2024: $8,041,547Net Income 2024: $4,485,8722024

Highlighted filing

2017

Revenue$193,721
Expenses$2,993,239
Net Income-$2,799,518
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 28, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY RPETERSENPresident-$0--
JAY F REASecy/Treas-$0--
RICHARD S SNELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Petersen Family Foundation
EIN
81-4547001
Phone
2815659200
Address
PO Box 17149, Sugar Land, TX 77496-7149

Signing Officer

Name
Gary R Petersen
Title
President
Phone
2815659200
Signed
2018-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Jay F Rea CPA
Address
One Sugar Creek Center Boulevard Su, Sugar Land, TX 77478
Preparer
Jay F Rea
Phone
2815659200
Raw XML Appendix277 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.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0See Statement Attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Capital Gain Distribution
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01322372
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt01361736
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt13838
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt039364
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13838
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0149530
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt043202
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0192732
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0192732
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt039364
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043202
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02948583
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02948583
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0149530
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0149530
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2799518
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01365574
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05117
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt043202
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0160057
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt039364
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0364
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032675
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032675
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt039364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02948583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02993239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0192732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0193721
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032675
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01322372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt039364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt039364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01361736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Ntl Fncl Srvcs 7154 - See Statement Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Ntl Fncl Srvcs 7154 - Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043202
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt039364
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2799518
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt016886
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07210763
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010010281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07193877
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0396994
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0396994
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0396994
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0398595
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01601
IRS990PF/DistributableAmountGrp/TotalTaxAmt01601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt07307435
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010010281
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07193877
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010010281
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0815671
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0815671
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0504783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0585366
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04750
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04750
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05868673
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05901648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010010281
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07193877
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07307435
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010010281
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07193877
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010010281
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07193877
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08093306
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01411146
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06682160
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0121400
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0398595
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07971906
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08093306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY RPETERSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAY F REA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD S SNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secy/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 17149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1One Sugar Creek Ctr Blvd Suite 970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23555 Timmons Lane Suite 1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Sugar Land
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Sugar Land
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077496
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177478
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07971906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02948583
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02946982
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02948583
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01601
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02948583
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAY F REA - CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0One Sugar Creek Ctr Blvd Suite 970
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Sugar land
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077478
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02815659200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GARY R PETERSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02948583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Statement Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various Addresses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077002
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02948583
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0396994
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0493000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0396994
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02058589
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02058589
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02948583
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02058589
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02058589
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0493000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016886
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Bond Premium Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0364
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0989
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY R PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02815659200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Petersen Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0814547001
ReturnHeader/Filer/PhoneNum02815659200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 17149
ReturnHeader/Filer/USAddress/CityNm0Sugar Land
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0774967149
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021C24BB2EAD3A687633AB24691321A4103676EFE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0546A2D5C6A6E257D1AE6D393404CC910DA5C66E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.89.100.181
ReturnHeader/FilingSecurityInformation/IPDt02018-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:28:57
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jay F Rea CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Sugar Creek Center Boulevard Su
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sugar Land
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077478
ReturnHeader/PreparerPersonGrp/PhoneNum02815659200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY F REA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-26T11:29:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,193,877
Liabilities
$0
Net assets
$7,193,877
Revenue
$193,721
Expenses
$2,993,239
Net income
-$2,799,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$12.5$8.04$4.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.00$12.6$6.04$1.56$4.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.78$0.00$9.78$1.54$0.50$1.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$0.00$8.77$1.21$1.80$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.38$0.00$9.38$1.47$2.00$0.52
2019Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$1.85$1.80$0.05
2018Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$3.22$0.51$2.71
2017Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.19$2.99$2.80
2016Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$10.0$0.00$10.0