Civic Intelligence

The Peterson Foundation Inc

990PF • Fiscal year 2016 • EIN 20-5870553

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 13, 2016

Organization Profile
801 W 47th StreetKansas City, MO 64112

(816) 531-4440

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-69183%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$27,920

Down $12,453 (-31%) from 2015

Net Assets

Down

$27,920

Down $12,453 (-31%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$18

Down $2 (-10%) from 2015

Expenses

Up

$12,471

Up $9,353 (+300%) from 2015

Net Income

Down

-$12,453

Down $9,355 (-302%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$100K$50K$0Assets 2011: $42,975Liabilities 2011: $0Net Assets 2011: $42,9752011Assets 2012: $32,526Liabilities 2012: $0Net Assets 2012: $32,5262012Assets 2013: $45,393Liabilities 2013: $12013Assets 2014: $43,471Liabilities 2014: $0Net Assets 2014: $43,4712014Assets 2015: $40,373Liabilities 2015: $0Net Assets 2015: $40,3732015Assets 2016: $27,920Liabilities 2016: $0Net Assets 2016: $27,9202016Assets 2017: $16,599Liabilities 2017: $0Net Assets 2017: $16,5992017Assets 2018: $5,775Liabilities 2018: $0Net Assets 2018: $5,7752018Assets 2019: $4,901Liabilities 2019: $0Net Assets 2019: $4,9012019Assets 2020: $83,451Liabilities 2020: $0Net Assets 2020: $83,4512020Assets 2021: $61,931Liabilities 2021: $0Net Assets 2021: $61,9312021Assets 2022: $40,059Liabilities 2022: $0Net Assets 2022: $40,0592022Assets 2023: $20,103Liabilities 2023: $0Net Assets 2023: $20,1032023Assets 2024: $269Liabilities 2024: $0Net Assets 2024: $2692024Assets 2025: $1,221Liabilities 2025: $0Net Assets 2025: $1,2212025

Highlighted filing

2016

Assets$27,920
Liabilities$0
Net Assets$27,920
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $14,6402011Expenses 2012: $11,7152012Revenue 2013: $25,027Expenses 2013: $12,160Net Income 2013: $12,8672013Revenue 2014: $20Expenses 2014: $1,942Net Income 2014: -$1,9222014Revenue 2015: $20Expenses 2015: $3,118Net Income 2015: -$3,0982015Revenue 2016: $18Expenses 2016: $12,471Net Income 2016: -$12,4532016Revenue 2017: $2Expenses 2017: $11,323Net Income 2017: -$11,3212017Revenue 2018: $1Expenses 2018: $10,825Net Income 2018: -$10,8242018Revenue 2019: $1Expenses 2019: $875Net Income 2019: -$8742019Revenue 2020: $100,006Expenses 2020: $21,456Net Income 2020: $78,5502020Revenue 2021: $7Expenses 2021: $21,527Net Income 2021: -$21,5202021Revenue 2022: $16Expenses 2022: $21,888Net Income 2022: -$21,8722022Revenue 2023: $84Expenses 2023: $20,040Net Income 2023: -$19,9562023Revenue 2024: $2,086Expenses 2024: $21,920Net Income 2024: -$19,8342024Revenue 2025: $3,002Expenses 2025: $2,050Net Income 2025: $9522025

Highlighted filing

2016

Revenue$18
Expenses$12,471
Net Income-$12,453
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 13, 2016
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M PETERSONMember/Dir/Pres/Trea-$0--
KRISTA PETERSONSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantChildren's MercyTo support theHeart CenterExemptKansas City, MO, US$10,000
Filing and Contact Details

Filer

Filer Name
The Peterson Foundation Inc
EIN
20-5870553
Phone
8165314440
Address
801 W 47th Street, Kansas City, MO 64112

Signing Officer

Name
David M Peterson
Title
President
Phone
8165314440
Signed
2016-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Spencer Fane Llp
Address
1000 WALNUT ST STE 1400, KANSAS CITY, MO 64106-2140
Preparer
David N Zimmerman
Phone
8164748100
Raw XML Appendix243 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/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support theHeart Center
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ReturnHeader/Filer/BusinessNameControlTxt0PETE
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ReturnHeader/Filer/PhoneNum08165314440
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 W 47th Street
ReturnHeader/Filer/USAddress/CityNm0Kansas City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPENCER FANE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WALNUT ST STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0641062140
ReturnHeader/PreparerPersonGrp/PhoneNum08164748100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID N ZIMMERMAN
ReturnHeader/ReturnTs02017-02-23T07:37:44-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,920
Liabilities
$0
Net assets
$27,920
Revenue
$18
Expenses
$12,471
Net income
-$12,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.03$0.02$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.22$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.20$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.00$0.22$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.00$0.22$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.00$0.21$0.79
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.11$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00$0.11$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.00$0.12$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.00$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.00$0.02$0.02
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.25$0.12$0.13
2012Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.12
2011Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.15