Civic Intelligence

Peterson Foundation

EIN 93-1279543 • Georgetown, TX

109 Canyon Oak LoopGeorgetown, TX 78633
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

24th percentile

-23%

Higher net margin than 24% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

-0.7%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-49%

Faster revenue growth than 17% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$133,130

Down $7,744 (-5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$133,130

Down $7,744 (-5.5%) from 2023

Revenue

Down

$4,280

Down $76 (-1.7%) from 2023

Expenses

Up

$19,569

Up $14,228 (+266%) from 2023

Net Income

Down

-$15,289

Down $14,304 (-1452%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $167,181Liabilities 2011: $0Net Assets 2011: $167,1812011Assets 2012: $158,869Liabilities 2012: $0Net Assets 2012: $158,8692012Assets 2013: $161,672Liabilities 2013: $7,586Net Assets 2013: $154,0862013Assets 2014: $163,507Liabilities 2014: $0Net Assets 2014: $163,5072014Assets 2015: $174,080Liabilities 2015: $0Net Assets 2015: $174,0802015Assets 2016: $169,595Liabilities 2016: $0Net Assets 2016: $169,5952016Assets 2017: $164,293Liabilities 2017: $0Net Assets 2017: $164,2932017Assets 2018: $160,119Liabilities 2018: $0Net Assets 2018: $160,1192018Assets 2019: $153,931Liabilities 2019: $0Net Assets 2019: $153,9312019Assets 2020: $148,434Liabilities 2020: $0Net Assets 2020: $148,4342020Assets 2021: $150,035Liabilities 2021: $0Net Assets 2021: $150,0352021Assets 2022: $141,859Liabilities 2022: $0Net Assets 2022: $141,8592022Assets 2023: $140,874Liabilities 2023: $0Net Assets 2023: $140,8742023Assets 2024: $133,130Liabilities 2024: $0Net Assets 2024: $133,1302024

Highlighted filing

2024

Assets$133,130
Liabilities$0
Net Assets$133,130

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $14,2852011Expenses 2012: $13,6272012Revenue 2013: $8,356Expenses 2013: $13,139Net Income 2013: -$4,7832013Revenue 2014: $26,603Expenses 2014: $17,182Net Income 2014: $9,4212014Revenue 2015: $26,886Expenses 2015: $16,313Net Income 2015: $10,5732015Revenue 2016: $4,563Expenses 2016: $9,048Net Income 2016: -$4,4852016Revenue 2017: $3,701Expenses 2017: $9,003Net Income 2017: -$5,3022017Revenue 2018: $11,197Expenses 2018: $15,371Net Income 2018: -$4,1742018Revenue 2019: $4,469Expenses 2019: $10,657Net Income 2019: -$6,1882019Revenue 2020: $1,891Expenses 2020: $7,388Net Income 2020: -$5,4972020Revenue 2021: $13,962Expenses 2021: $12,361Net Income 2021: $1,6012021Revenue 2022: $8,604Expenses 2022: $16,780Net Income 2022: -$8,1762022Revenue 2023: $4,356Expenses 2023: $5,341Net Income 2023: -$9852023Revenue 2024: $4,280Expenses 2024: $19,569Net Income 2024: -$15,2892024

Highlighted filing

2024

Revenue$4,280
Expenses$19,569
Net Income-$15,289

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.20$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.11$0.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.04$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.27$0.16$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.27$0.17$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.08$1.54$0.08$0.13$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 15, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig PetersonPresident-$0--
Ruth PetersonSec/Treas-$0--
Pamela PetersonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Peterson Foundation
EIN
93-1279543
Phone
5038164880
Address
109 Canyon Oak Loop, Georgetown, TX 78633

Signing Officer

Name
Craig B Peterson
Title
President
Phone
5038164880
Signed
2025-03-15

Preparer

Firm
Accounting Freedom
Address
102 Freese Dr, Sanger, TX 76266
Preparer
Pamela Peterson EA
Phone
9725565602
Raw XML Appendix299 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
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Craig Peterson
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Ruth Peterson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08863
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1944
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable supportCover back rent for community member
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable supportCover first three months health insurance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Temple Christian Outreach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1First Enroll
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0pc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1nc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0106 W Avenue D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 Crawfords Corner Road Ste 4233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Temple
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Holmdel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107733
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09807
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/DistributableAsAdjustedAmt06518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01048
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01048
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030304
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011989
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011989
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031352
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019363
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06518
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Cenkus Law, PC Legal
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07545
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Equity Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0730
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Harlow Wealth Management Advising
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt12132
TaxesSchedule/TaxesDetail/CategoryTxt0State Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12132
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig B Peterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05038164880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Peterson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0931279543
ReturnHeader/Filer/PhoneNum05038164880
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 Canyon Oak Loop
ReturnHeader/Filer/USAddress/CityNm0Georgetown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078633
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882634275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Freedom
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 Freese Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sanger
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076266
ReturnHeader/PreparerPersonGrp/PhoneNum09725565602
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela Peterson EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-17T09:45:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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