Civic Intelligence

The Joachim & Vicki Peters Foundation

990PF • Fiscal year 2015 • EIN 20-3703296

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 13, 2016

Organization Profile
129 W Brentwood DrPalatine, IL 60074

(847) 776-1362

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

28th percentile

-8.6%

Faster asset growth than 28% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$88,316

Down $8,332 (-8.6%) from 2014

Net Assets

$88,316

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin22nd percentile

Revenue

Down

$6,029

Down $1,308 (-18%) from 2014

Expenses

Down

$6,889

Down $50 (-0.7%) from 2014

Net Income

Down

-$860

Down $1,258 (-316%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2015

Assets$88,316
Liabilities$0
Net Assets$88,316
Open 2015 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$6,029
Expenses$6,889
Net Income-$860
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 13, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th 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
Signed
2016-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Wampler and Associates LLC
Address
2286 Sarazen Drive, Vernon Hills, IL 60061-1040
Preparer
Eric J Wampler
Phone
8475733265
Raw XML Appendix328 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Alzheimers Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Allen County Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2The Little Sisters of the Poor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Ronald McDonald House Charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Down Syndrome Association of Northeast Indiana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Ravinia Festival
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08430 Bryn Mawr Ste 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 2270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt280 W Northwest Highway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3818 Fulton St SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 13611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5418 Sheridan Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Fort Wayne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Palatine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Fort Wayne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Highland Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355414
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd446865
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560035
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06200
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/DistributableAsAdjustedAmt04521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01388
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0247
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04521
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06799
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0599
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06200
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06799
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05120
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07472
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized Investment Losses to Market
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General Report fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment account fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Annual Report Fee to Secretary of State
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/Amt151
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax paid from investment income
TaxesSchedule/TaxesDetail/CategoryTxt1Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt023
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt151
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joachim Peters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-13
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/PreparerFirmName/BusinessNameLine1Txt0Wampler and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02286 Sarazen Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vernon Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600611040
ReturnHeader/PreparerPersonGrp/PhoneNum08475733265
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric J Wampler
ReturnHeader/ReturnTs02016-09-13T04:53:02-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,316
Liabilities
$0
Net assets
$88,316
Revenue
$6,029
Expenses
$6,889
Net income
-$860
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