Civic Intelligence

The Richard Petritz Foundation

990PF • Fiscal year 2020 • EIN 84-1523842

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 13, 2021

Organization Profile
Pmb 342 445 E Cheyenne Mtn Blvd SColorado Springs, CO 80906

(719) 576-4622

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-42%

Higher net margin than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$5,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-1.9%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-55%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,662,344

Down $32,888 (-1.9%) from 2019

Net Assets

$1,662,344

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$75,355

Down $92,644 (-55%) from 2019

Expenses

Down

$106,970

Down $34,285 (-24%) from 2019

Net Income

Down

-$31,615

Down $58,359 (-218%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,749,332Liabilities 2011: $02011Assets 2012: $1,722,065Liabilities 2012: $02012Assets 2013: $1,669,200Liabilities 2013: $02013Assets 2014: $1,742,156Liabilities 2014: $0Net Assets 2014: $1,742,1562014Assets 2015: $1,805,174Liabilities 2015: $0Net Assets 2015: $1,805,1742015Assets 2016: $1,756,916Liabilities 2016: $0Net Assets 2016: $1,756,9162016Assets 2019: $1,695,232Liabilities 2019: $02019Assets 2020: $1,662,344Liabilities 2020: $0Net Assets 2020: $1,662,3442020Assets 2021: $1,622,820Liabilities 2021: $0Net Assets 2021: $1,622,8202021Assets 2022: $1,601,122Liabilities 2022: $0Net Assets 2022: $1,601,1222022Assets 2023: $1,576,238Liabilities 2023: $0Net Assets 2023: $1,576,2382023Assets 2024: $1,498,558Liabilities 2024: $0Net Assets 2024: $1,498,5582024

Highlighted filing

2020

Assets$1,662,344
Liabilities$0
Net Assets$1,662,344
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$200K$100K$0-$100KRevenue 2011: $87,709Expenses 2011: $159,688Net Income 2011: -$71,9792011Revenue 2012: $78,413Expenses 2012: $117,261Net Income 2012: -$38,8482012Revenue 2013: $63,211Expenses 2013: $117,270Net Income 2013: -$54,0592013Revenue 2014: $193,415Expenses 2014: $124,250Net Income 2014: $69,1652014Revenue 2015: $148,265Expenses 2015: $88,324Net Income 2015: $59,9412015Revenue 2016: $91,013Expenses 2016: $139,963Net Income 2016: -$48,9502016Revenue 2019: $167,999Expenses 2019: $141,255Net Income 2019: $26,7442019Revenue 2020: $75,355Expenses 2020: $106,970Net Income 2020: -$31,6152020Revenue 2021: $99,417Expenses 2021: $135,492Net Income 2021: -$36,0752021Revenue 2022: $89,113Expenses 2022: $107,082Net Income 2022: -$17,9692022Revenue 2023: $132,916Expenses 2023: $156,721Net Income 2023: -$23,8052023Revenue 2024: $72,140Expenses 2024: $110,348Net Income 2024: -$38,2082024

Highlighted filing

2020

Revenue$75,355
Expenses$106,970
Net Income-$31,615
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 13, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA P COOPERPresidentPT$5,000-$5,000
JEFFREY M COOPERSecretary-$0--
MADELEINE J COOPERDirector-$0--
R DYLAN COOPERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Richard Petritz Foundation
EIN
84-1523842
Phone
7195764622
Address
PMB 342 445 E CHEYENNE MTN BLVD S, COLORADO SPRINGS, CO 80906

Signing Officer

Name
Pamela P Cooper
Title
President
Phone
7195764622
Signed
2021-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Stockman Kast Ryan & Co Llp
Address
102 N CASCADE AVENUE SUITE 400, COLORADO SPRINGS, CO 80903
Preparer
Bernie M Benyak
Phone
7196301186
Raw XML Appendix335 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4526
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FUND A DAF FOR CHARITABLE DISTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ACQUIRE N95 MASKS AND DISTRIBUTE TO EL PASO COUNTY SERVICE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ACQUIRE SOUP CONTAINERS FROM SMALL BUSINESS ENTREPRENEURS AND DISTRIBUTE AT NO COST AT A PIKES PEAK UNITED WAY FOOD DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE SOUTHERN COLORADO COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DIRECT CHARITABLE EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DIRECT CHARITABLE EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4RWANDA CHILDREN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1121 W 1ST STREET NO 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2445 E CHEYENNE MTN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3445 E CHEYENNE MTN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45115 EASTERN VALLEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PUEBLO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380906
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014882
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010734
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04148
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04148
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt089348
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04148
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014882
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt110000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0JIBU,L3C - PROGRAM RELATED INV
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1JIBU,L3C - MISSION RELATED INV
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt110000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt110000
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENTS TO BASIS OF HOLDINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOUNDATION INTERNET & WEB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITAABLE FUNCTIONS & MTGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01337
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1333
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0172
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0172
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11337
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2333
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt024
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt119389
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt033676
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11939
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017450
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA P COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07195764622
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICHARD PETRITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0841523842
ReturnHeader/Filer/PhoneNum07195764622
ReturnHeader/Filer/USAddress/AddressLine1Txt0PMB 342 445 E CHEYENNE MTN BLVD S
ReturnHeader/Filer/USAddress/CityNm0COLORADO SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOCKMAN KAST RYAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 N CASCADE AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080903
ReturnHeader/PreparerPersonGrp/PhoneNum07196301186
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNIE M BENYAK
ReturnHeader/ReturnTs02022-08-10T13:22:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,662,344
Liabilities
$0
Net assets
$1,662,344
Revenue
$75,355
Expenses
$106,970
Net income
-$31,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.07$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.13$0.16$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.11$0.03
2019Summary only. Only limited summary data is available for this year.$1.70$0.00$0.17$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.09$0.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.15$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.19$0.12$0.07
2013Summary only. Only limited summary data is available for this year.$1.67$0.00$0.06$0.12$0.05
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.08$0.12$0.04
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$0.09$0.16$0.07