Civic Intelligence

Joachim & Vicki Peters Foundation

EIN 20-3703296 • Palatine, IL

129 W Brentwood DrPalatine, IL 60074
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

56th percentile

4.3%

Higher net margin than 56% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

64th percentile

4.1%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

0.9%

Faster revenue growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$88,483

Up $3,453 (+4.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$88,483

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin56th percentile

Revenue

Up

$7,673

Up $67 (+0.9%) from 2023

Expenses

Down

$7,346

Down $12 (-0.2%) from 2023

Net Income

Up

$327

Up $79 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$150K$100K$50K$0Assets 2011: $82,588Liabilities 2011: $0Net Assets 2011: $82,5882011Assets 2012: $90,529Liabilities 2012: $0Net Assets 2012: $90,5292012Assets 2013: $93,928Liabilities 2013: $0Net Assets 2013: $93,9282013Assets 2014: $96,648Liabilities 2014: $12014Assets 2015: $88,316Liabilities 2015: $0Net Assets 2015: $88,3162015Assets 2016: $91,876Liabilities 2016: $0Net Assets 2016: $91,8762016Assets 2017: $99,111Liabilities 2017: $0Net Assets 2017: $99,1112017Assets 2018: $80,160Liabilities 2018: $0Net Assets 2018: $80,1602018Assets 2019: $96,121Liabilities 2019: $0Net Assets 2019: $96,1212019Assets 2020: $91,455Liabilities 2020: $0Net Assets 2020: $91,4552020Assets 2021: $110,901Liabilities 2021: $0Net Assets 2021: $110,9012021Assets 2022: $81,148Liabilities 2022: $0Net Assets 2022: $81,1482022Assets 2023: $85,030Liabilities 2023: $12023Assets 2024: $88,483Liabilities 2024: $0Net Assets 2024: $88,4832024

Highlighted filing

2024

Assets$88,483
Liabilities$0
Net Assets$88,483
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$10K$5.0K$0-$5.0KExpenses 2011: $5,3002011Expenses 2012: $5,5992012Revenue 2013: $7,086Expenses 2013: $7,166Net Income 2013: -$802013Revenue 2014: $7,337Expenses 2014: $6,939Net Income 2014: $3982014Revenue 2015: $6,029Expenses 2015: $6,889Net Income 2015: -$8602015Revenue 2016: $7,668Expenses 2016: $6,776Net Income 2016: $8922016Revenue 2017: $4,332Expenses 2017: $7,251Net Income 2017: -$2,9192017Revenue 2018: $5,563Expenses 2018: $7,429Net Income 2018: -$1,8662018Revenue 2019: $6,151Expenses 2019: $7,329Net Income 2019: -$1,1782019Revenue 2020: $5,520Expenses 2020: $4,729Net Income 2020: $7912020Revenue 2021: $5,662Expenses 2021: $7,828Net Income 2021: -$2,1662021Revenue 2022: $6,920Expenses 2022: $7,343Net Income 2022: -$4232022Revenue 2023: $7,606Expenses 2023: $7,358Net Income 2023: $2482023Revenue 2024: $7,673Expenses 2024: $7,346Net Income 2024: $3272024

Highlighted filing

2024

Revenue$7,673
Expenses$7,346
Net Income$327
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,483
Liabilities
$0
Net assets
$88,483
Revenue
$7,673
Expenses
$7,346
Net income
$327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08$0.07$0.00
2023Summary only. Only limited summary data is available for this year.$0.85$0.00$0.08$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.07$0.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.05$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.06$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.06$0.07$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.04$0.07$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.08$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.07$0.01
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07$0.07$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joachim PetersPresident-$0--
Vicki PetersSecretary-$0--
Steven KarthollVice President-$0--
Filing and Contact Details

Filer

Filer Name
Joachim & Vicki Peters Foundation
EIN
20-3703296
Phone
8477761362
Address
129 W Brentwood Dr, Palatine, IL 60074

Signing Officer

Name
Joachim Peters
Title
President
Phone
8477761362
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Wampler & Associates LLC
Address
5598 Pecan Ct, Noblesville, IN 46062
Preparer
Eric J Wampler CPA
Phone
3179911882
Raw XML Appendix287 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/PersonNm1Vicki Peters
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Steven Kartholl
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1129 W Brentwood Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24040 Murfield Dr E
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0418 Sheridan Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18430 Bryn Mawr Suite 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt280 W Northwest Highway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3415 Crossways Park Dr Ste D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Highland Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Palatine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Woodbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311797
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06500
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/AppliedToCurrentYearAmt04381
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08042
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0433
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02119
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010128
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08009
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Illinois Charity Bureau Annual Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment advisory fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03126
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Investment Gains to Market
TaxesSchedule/TaxesDetail/Amt081
TaxesSchedule/TaxesDetail/CategoryTxt0Income tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt081
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joachim Peters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08477761362
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joachim & Vicki Peters Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOAC
ReturnHeader/Filer/EIN0203703296
ReturnHeader/Filer/PhoneNum08477761362
ReturnHeader/Filer/USAddress/AddressLine1Txt0129 W Brentwood Dr
ReturnHeader/Filer/USAddress/CityNm0Palatine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060074
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320106897
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wampler & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05598 Pecan Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Noblesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046062
ReturnHeader/PreparerPersonGrp/PhoneNum03179911882
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric J Wampler CPA
ReturnHeader/ReturnTs02025-05-12T01:16:09-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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