Civic Intelligence

Lovett and Ruth Peters Foundation Inc.

990T • Fiscal year 2022 • EIN 20-8934367

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 02, 2023

Organization Profile
250 East Fifth St 1500Cincinnati, OH 45202

(513) 562-1550

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $6,063,722Liabilities 2011: $02011Assets 2012: $12,605,245Liabilities 2012: $02012Assets 2013: $17,036,729Liabilities 2013: $02013Assets 2014: $17,001,951Liabilities 2014: $02014Assets 2015: $14,102,331Liabilities 2015: $02015Assets 2019: $9,387,264Liabilities 2019: $02019Assets 2020: $8,268,241Liabilities 2020: $502,656Net Assets 2020: $7,765,5852020Assets 2021: $7,321,683Liabilities 2021: $522,608Net Assets 2021: $6,799,0752021Assets 2022: $5,862,308Liabilities 2022: $533,623Net Assets 2022: $5,328,6852022Assets 2023: $5,443,172Liabilities 2023: $543,510Net Assets 2023: $4,899,6622023Assets 2024: $4,701,316Liabilities 2024: $547,090Net Assets 2024: $4,154,2262024

Latest loaded filing

2024

Assets$4,701,316
Liabilities$547,090
Net Assets$4,154,226
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,546,498Expenses 2011: $1,838,191Net Income 2011: $3,708,3072011Revenue 2012: $8,241,465Expenses 2012: $2,539,334Net Income 2012: $5,702,1312012Revenue 2013: $6,036,196Expenses 2013: $2,451,679Net Income 2013: $3,584,5172013Revenue 2014: $2,801,390Expenses 2014: $2,530,398Net Income 2014: $270,9922014Revenue 2015: $233,201Expenses 2015: $2,773,432Net Income 2015: -$2,540,2312015Revenue 2019: $331,559Expenses 2019: $1,712,661Net Income 2019: -$1,381,1022019Revenue 2020: $84,473Expenses 2020: $1,424,897Net Income 2020: -$1,340,4242020Revenue 2021: $258,524Expenses 2021: $1,527,505Net Income 2021: -$1,268,9812021Revenue 2022: $298,453Expenses 2022: $1,297,284Net Income 2022: -$998,8312022Revenue 2023: $394,343Expenses 2023: $1,172,204Net Income 2023: -$777,8612023Revenue 2024: $693,528Expenses 2024: $1,193,785Net Income 2024: -$500,2572024

Latest loaded filing

2024

Revenue$693,528
Expenses$1,193,785
Net Income-$500,257
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 2, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Lovett & Ruth Peters Foundation
EIN
20-8934367
Phone
5135621550
Address
250 EAST FIFTH ST 1500, CINCINNATI, OH 45202

Signing Officer

Name
Dan Peters
Title
President
Phone
5135621550
Signed
2023-10-02
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Thomas Blaney
Phone
2122862600
Raw XML Appendix113 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt07461
IRS1120ScheduleD/Form4797GainOrLossAmt095
IRS1120ScheduleD/NetCapitalGainAmt07461
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt07651
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-190
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt07556
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-190
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt07556
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PRIVATE EQUITY PARTNERS X/VINTAGE V ACCE
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt07556
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt012
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-202
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PRIVATE EQUITY PARTNERS X/VINTAGE V ACCE
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1SCP ENDOWMENT FUND, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-190
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0THE FOUNDATION
IRS990T/BooksInCareOfDetail/PhoneNum05135621550
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 EAST FIFTH STREET SUITE 1500
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd045202
IRS990T/BookValueAssetsEOYAmt05862308
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt01470
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt09379
IRS990T/OverpaymentSection/OverpaymentAmt09379
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt012157
IRS990TScheduleA/CapitalGainNetIncomeAmt07461
IRS990TScheduleA/InterestDeductionAmt06
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt02995
IRS990TScheduleA/OtherIncomeAmt028
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt047
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt03048
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt011257
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt018746
IRS990TScheduleA/TotUnrltTrdBusIncmAmt018746
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt015698
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt015698
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt02778
IRS990T/TaxLessCreditsAmt02778
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt012157
IRS990T/TotalTaxAmt02778
IRS990T/TotalTaxComputationAmt02778
IRS990T/TotalUBTIAmt013228
IRS990T/TotalUBTIBeforeNOLSpecificAmt014228
IRS990T/TotalUBTIBeforeSection199AAmt014228
IRS990T/TotalUBTIComputedAmt015698
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN PETERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05135621550
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOVETT & RUTH PETERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOVE
ReturnHeader/Filer/EIN0208934367
ReturnHeader/Filer/PhoneNum05135621550
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 EAST FIFTH ST 1500
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873231666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0245 PARK AVENUE 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010167
ReturnHeader/PreparerPersonGrp/PhoneNum02122862600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS BLANEY
ReturnHeader/ReturnTs02023-10-04T08:43:39-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETERS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.70$0.55$4.15$0.69$1.19$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.54$4.90$0.39$1.17$0.78
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.53$5.33$0.30$1.30$1.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$7.32$0.52$6.80$0.26$1.53$1.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.27$0.50$7.77$0.08$1.42$1.34
2019Summary only. Only limited summary data is available for this year.$9.39$0.00$0.33$1.71$1.38
2015Summary only. Only limited summary data is available for this year.$14.1$0.00$0.23$2.77$2.54
2014Summary only. Only limited summary data is available for this year.$17.0$0.00$2.80$2.53$0.27
2013Summary only. Only limited summary data is available for this year.$17.0$0.00$6.04$2.45$3.58
2012Summary only. Only limited summary data is available for this year.$12.6$0.00$8.24$2.54$5.70
2011Summary only. Only limited summary data is available for this year.$6.06$0.00$5.55$1.84$3.71