Civic Intelligence

Margie and Robert E Petersen Foundation

990PF • Fiscal year 2020 • EIN 95-4608757

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 21, 2021

Organization Profile
80 S Lake Ave Suite 725Pasadena, CA 91101

(626) 395-0860

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.08x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

3.88x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

4th percentile

-139%

Higher net margin than 4% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$84,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

4th percentile

-15%

Faster asset growth than 4% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$36,744,276

Down $6,403,595 (-15%) from 2019

Net Assets

Down

$33,744,276

Down $1,535,555 (-4.4%) from 2019

Liabilities

Down

$3,000,000

Down $4,868,040 (-62%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin4th percentile

Revenue

Down

$773,952

Down $413,874 (-35%) from 2019

Expenses

Down

$1,851,096

Down $31,694,209 (-94%) from 2019

Net Income

Up

-$1,077,144

Up $31,280,335 (+97%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2020

Assets$36,744,276
Liabilities$3,000,000
Net Assets$33,744,276
Open 2020 Filing

Operations Trend

Revenue Growth13th 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

2020

Revenue$773,952
Expenses$1,851,096
Net Income-$1,077,144
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 21, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay25th 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
80 S LAKE AVE SUITE 725, PASADENA, CA 91101

Signing Officer

Name
Theodore Calleton Esq
Title
Director
Signed
2021-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson and Bloodgood Llp
Address
550 N BRAND BLVD 14th Floor, GLENDALE, CA 91203
Preparer
Sue H Son
Phone
8186375000
Raw XML Appendix293 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GALETA CARLETON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020059212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0103099425
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029324579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028426023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028426023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0187245473
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01575699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033186558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020059212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0103099425
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029324579
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01575699
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01575699
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0215671496
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0214095797
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PETERSEN LIVING TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt080 S LAKE AVE STE 725
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091101
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0102479
IRS990ScheduleB/GeneralRuleInd0X
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL ADVISORY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt017012
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt08500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0210000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1248411
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISCOUNT ON GRANTS PAYABLE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXCISE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115742
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THEODORE CALLETON ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-21
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/AddressLine1Txt080 S LAKE AVE SUITE 725
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/PreparerPersonNm0SUE H SON
ReturnHeader/ReturnTs02021-06-21T11:51:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THEODORE CALLETON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ESQ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$36,744,276
Liabilities
$3,000,000
Net assets
$33,744,276
Revenue
$773,952
Expenses
$1,851,096
Net income
-$1,077,144
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