Civic Intelligence

Jim and Debbie Petrine Foundation

EIN 82-2947710 • Moneta, VA

106 Harbor Island LnMoneta, VA 24121
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

33rd percentile

-3.1%

Higher net margin than 33% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

6th percentile

-29%

Faster asset growth than 6% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

3358%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,035,924

Down $425,175 (-29%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$1,035,924

Down $425,175 (-29%) from 2023

Revenue

Up

$735,850

Up $714,569 (+3358%) from 2023

Expenses

Up

$758,718

Up $495,190 (+188%) from 2023

Net Income

Up

-$22,868

Up $219,379 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,516,618Liabilities 2018: $0Net Assets 2018: $2,516,6182018Assets 2019: $2,050,955Liabilities 2019: $1Net Assets 2019: $2,050,9552019Assets 2020: $1,854,498Liabilities 2020: $1Net Assets 2020: $1,854,4982020Assets 2021: $1,727,447Liabilities 2021: $1Net Assets 2021: $1,727,4472021Assets 2022: $1,575,380Liabilities 2022: $1Net Assets 2022: $1,575,3802022Assets 2023: $1,461,099Liabilities 2023: $1Net Assets 2023: $1,461,0992023Assets 2024: $1,035,924Liabilities 2024: $0Net Assets 2024: $1,035,9242024

Latest loaded filing

2024

Assets$1,035,924
Liabilities$0
Net Assets$1,035,924

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2018: $563,768Expenses 2018: $306,320Net Income 2018: $257,4482018Revenue 2019: $58,357Expenses 2019: $506,550Net Income 2019: -$448,1932019Revenue 2020: $43,416Expenses 2020: $371,020Net Income 2020: -$327,6042020Revenue 2021: $64,199Expenses 2021: $258,962Net Income 2021: -$194,7632021Revenue 2022: $48,391Expenses 2022: $260,208Net Income 2022: -$211,8172022Revenue 2023: $21,281Expenses 2023: $263,528Net Income 2023: -$242,2472023Revenue 2024: $735,850Expenses 2024: $758,718Net Income 2024: -$22,8682024

Latest loaded filing

2024

Revenue$735,850
Expenses$758,718
Net Income-$22,868

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 20, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES PETRINEPresident-$0--
DEBORAH PETRINEVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLIFE RING FOUNDATIONCANCER RESEARCH-ROANOKE, VA, US$97,671
Filing and Contact Details

Filer

Filer Name
Jim and Debbie Petrine Foundation
EIN
82-2947710
Phone
5404938601
Address
106 HARBOR ISLAND LN, MONETA, VA 24121

Signing Officer

Name
James G Petrine
Title
Director and President
Phone
5404938601
Signed
2026-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Partners In Financial Planning LLC
Address
421 S College Ave, Salem, VA 24153
Preparer
James E Pearman Jr
Phone
5404442930
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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/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097671
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0749402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0250534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0264609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0264609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01097607
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt097671
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0749402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0250534
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097671
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt097671
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01362216
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01264545
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MOSS&ROCOVICH LLC REGULATORY FILING
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1STATE CORPORATION COMMISSION REGULATORY FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt075
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt125
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0463
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PAYMENT OF PRIOR YEAR TAX
OtherIncreasesSchedule/OtherIncreasesDetail/Amt086249
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OF DONATED SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PARTNERS IN FINANCIAL PLANNING LCL INVESTMENT MANAGEMENT
TaxesSchedule/TaxesDetail/Amt01043
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01043
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES G PETRINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR AND PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05404938601
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JIM AND DEBBIE PETRINE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JIMA
ReturnHeader/Filer/EIN0822947710
ReturnHeader/Filer/PhoneNum05404938601
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 HARBOR ISLAND LN
ReturnHeader/Filer/USAddress/CityNm0MONETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024121
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271047485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Partners In Financial Planning LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0421 S College Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024153
ReturnHeader/PreparerPersonGrp/PhoneNum05404442930
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E PEARMAN JR
ReturnHeader/ReturnTs02026-03-13T12:40:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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