Civic Intelligence

Margie and Robert E Petersen Foundation

990PF • Fiscal year 2019 • EIN 95-4608757

Jan 01, 2019 to Dec 31, 2019 • Filed on May 14, 2020

Organization Profile
131 N El MolinoPasadena, CA 91101

(626) 395-0860

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.18x

Higher debt load relative to assets than 53% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

6.62x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

1st percentile

-2724%

Higher net margin than 1% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$84,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

1st percentile

-43%

Faster asset growth than 1% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$43,147,871

Down $32,880,189 (-43%) from 2018

Net Assets

Down

$35,279,831

Down $28,426,610 (-45%) from 2018

Liabilities

Down

$7,868,040

Down $4,453,579 (-36%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin1st percentile

Revenue

Down

$1,187,826

Down $11,184,855 (-90%) from 2018

Expenses

Up

$33,545,305

Up $13,162,249 (+65%) from 2018

Net Income

Down

-$32,357,479

Down $24,347,104 (-304%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$150M$100M$50M$0Assets 2011: $9,520,674Liabilities 2011: $02011Assets 2012: $42,660,029Liabilities 2012: $02012Assets 2013: $139,178,046Liabilities 2013: $30,110,9132013Assets 2014: $113,429,379Liabilities 2014: $13,850,8672014Assets 2015: $86,000,588Liabilities 2015: $20,669,306Net Assets 2015: $65,331,2822015Assets 2016: $111,450,510Liabilities 2016: $41,470,069Net Assets 2016: $69,980,4412016Assets 2017: $84,690,891Liabilities 2017: $16,657,569Net Assets 2017: $68,033,3222017Assets 2018: $76,028,060Liabilities 2018: $12,321,619Net Assets 2018: $63,706,4412018Assets 2019: $43,147,871Liabilities 2019: $7,868,040Net Assets 2019: $35,279,8312019Assets 2020: $36,744,276Liabilities 2020: $3,000,000Net Assets 2020: $33,744,2762020Assets 2021: $667,659Liabilities 2021: $0Net Assets 2021: $667,6592021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$43,147,871
Liabilities$7,868,040
Net Assets$35,279,831
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $728,449Expenses 2011: $2,082,830Net Income 2011: -$1,354,3812011Revenue 2012: $42,107,881Expenses 2012: $9,568,640Net Income 2012: $32,539,2412012Revenue 2013: $120,472,507Expenses 2013: $51,008,937Net Income 2013: $69,463,5702013Revenue 2014: $23,641,189Expenses 2014: $22,728,490Net Income 2014: $912,6992014Revenue 2015: $4,599,927Expenses 2015: $28,920,345Net Income 2015: -$24,320,4182015Revenue 2016: $53,812,746Expenses 2016: $29,670,926Net Income 2016: $24,141,8202016Revenue 2017: $78,072,923Expenses 2017: $103,398,913Net Income 2017: -$25,325,9902017Revenue 2018: $12,372,681Expenses 2018: $20,383,056Net Income 2018: -$8,010,3752018Revenue 2019: $1,187,826Expenses 2019: $33,545,305Net Income 2019: -$32,357,4792019Revenue 2020: $773,952Expenses 2020: $1,851,096Net Income 2020: -$1,077,1442020Revenue 2021: $2,230,866Expenses 2021: $35,217,500Net Income 2021: -$32,986,6342021Revenue 2022: $1,166Expenses 2022: $655,747Net Income 2022: -$654,5812022

Highlighted filing

2019

Revenue$1,187,826
Expenses$33,545,305
Net Income-$32,357,479
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 14, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN STRAUCHDirector-$84,000-$84,000
GALETA CARLETONPresident-$84,000-$84,000
THEODORE CALLETON ESQTreasurer-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Margie and Robert E Petersen Foundation
EIN
95-4608757
Phone
6263950860
Address
131 N EL MOLINO, PASADENA, CA 91101

Signing Officer

Name
Theodore Calleton Esq
Title
Director
Signed
2020-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson and Bloodgood Llp
Address
550 N BRAND BLVD 14th Floor, GLENDALE, CA 91203
Preparer
Gary Carruthers
Phone
8186375000
Raw XML Appendix323 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/RecipientUSAddress/AddressLine1Txt04650 SUNSET BLVD 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 931531
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2301 E COLORADO BLVD STE 810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36060 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4321 COLUMBUS AVENUE STE 5R
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402116
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020059212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0103099425
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029324579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028426023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022054557
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022054557
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0214095797
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033186558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020059212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0103099425
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029324579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028426023
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033186558
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033186558
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0236150354
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0202963796
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PETERSEN LIVING TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0131 N EL MOLINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091101
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt058324
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt029000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014975
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1598381
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN PREPAID INCOME TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1INCREASE IN UNREALIZED GAINS ON SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EXCISE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt137375
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34964
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04453579
OtherIncreasesSchedule/OtherIncreasesDetail/Amt190646
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DECREASE IN ACCRUED GIFTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1DECREASE IN INVESTMENT RECEIVABLES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THEODORE CALLETON ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGIE AND ROBERT E PETERSEN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO THEODORE CALLETON
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0954608757
ReturnHeader/Filer/PhoneNum06263950860
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 N EL MOLINO
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0950858589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTCHINSON AND BLOODGOOD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 N BRAND BLVD 14th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091203
ReturnHeader/PreparerPersonGrp/PhoneNum08186375000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY CARRUTHERS
ReturnHeader/ReturnTs02020-05-14T16:14:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,147,871
Liabilities
$7,868,040
Net assets
$35,279,831
Revenue
$1,187,826
Expenses
$33,545,305
Net income
-$32,357,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.66$0.65
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$2.23$35.2$33.0
2020Detailed filing. Detailed filing data is available for this year.$36.7$3.00$33.7$0.77$1.85$1.08
2019Detailed filing. Detailed filing data is available for this year.$43.1$7.87$35.3$1.19$33.5$32.4
2018Detailed filing. Detailed filing data is available for this year.$76.0$12.3$63.7$12.4$20.4$8.01
2017Detailed filing. Detailed filing data is available for this year.$84.7$16.7$68.0$78.1$103$25.3
2016Detailed filing. Detailed filing data is available for this year.$111$41.5$70.0$53.8$29.7$24.1
2015Detailed filing. Detailed filing data is available for this year.$86.0$20.7$65.3$4.60$28.9$24.3
2014Summary only. Only limited summary data is available for this year.$113$13.9$23.6$22.7$0.91
2013Summary only. Only limited summary data is available for this year.$139$30.1$120$51.0$69.5
2012Summary only. Only limited summary data is available for this year.$42.7$0.00$42.1$9.57$32.5
2011Summary only. Only limited summary data is available for this year.$9.52$0.00$0.73$2.08$1.35