Civic Intelligence

Petersen Bruce & Cecilia Fdn-Main

EIN 82-2622856 • Saint Louis, MO

PO Box 505 Mac H0006-092Saint Louis, MO 63166
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

5th percentile

-75%

Higher net margin than 5% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$148,037

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

22nd percentile

-2.6%

Faster asset growth than 22% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

31%

Faster revenue growth than 74% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$18,335,115

Down $492,104 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$18,335,115

Down $492,104 (-2.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin5th percentile

Revenue

Up

$654,300

Up $156,060 (+31%) from 2023

Expenses

Down

$1,147,064

Down $26,248 (-2.2%) from 2023

Net Income

Up

-$492,764

Up $182,308 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2018: $17,181,804Liabilities 2018: $0Net Assets 2018: $17,181,8042018Assets 2019: $16,999,124Liabilities 2019: $0Net Assets 2019: $16,999,1242019Assets 2020: $20,214,640Liabilities 2020: $0Net Assets 2020: $20,214,6402020Assets 2021: $20,209,052Liabilities 2021: $0Net Assets 2021: $20,209,0522021Assets 2022: $19,499,182Liabilities 2022: $0Net Assets 2022: $19,499,1822022Assets 2023: $18,827,219Liabilities 2023: $0Net Assets 2023: $18,827,2192023Assets 2024: $18,335,115Liabilities 2024: $0Net Assets 2024: $18,335,1152024

Highlighted filing

2024

Assets$18,335,115
Liabilities$0
Net Assets$18,335,115
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2018: $12,579,470Expenses 2018: $172,349Net Income 2018: $12,407,1212018Revenue 2019: $376,665Expenses 2019: $591,056Net Income 2019: -$214,3912019Revenue 2020: $4,331,836Expenses 2020: $1,063,804Net Income 2020: $3,268,0322020Revenue 2021: $1,018,084Expenses 2021: $1,000,351Net Income 2021: $17,7332021Revenue 2022: $615,542Expenses 2022: $1,269,307Net Income 2022: -$653,7652022Revenue 2023: $498,240Expenses 2023: $1,173,312Net Income 2023: -$675,0722023Revenue 2024: $654,300Expenses 2024: $1,147,064Net Income 2024: -$492,7642024

Highlighted filing

2024

Revenue$654,300
Expenses$1,147,064
Net Income-$492,764
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,335,115
Liabilities
$0
Net assets
$18,335,115
Revenue
$654,300
Expenses
$1,147,064
Net income
-$492,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.65$1.15$0.49
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.50$1.17$0.68
2022Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$0.62$1.27$0.65
2021Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$1.02$1.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$4.33$1.06$3.27
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.38$0.59$0.21
2018Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$12.6$0.17$12.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$148,037-$148,037
Filing and Contact Details

Filer

Filer Name
Petersen Bruce & Cecilia Fdn-main
EIN
82-2622856
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4325020
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm509247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm609260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm809857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm911135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1117275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12172967424 CITIGROUP INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17437076102 HOME DEPOT INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2561007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3453449
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16500000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0187064
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00

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