Civic Intelligence

The Arnold and Margaret Peterson

EIN 26-2919688 • Balboa Island, CA

534 South Bay FrontBalboa Island, CA 92662
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-32%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

4.2%

Faster asset growth than 55% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-39%

Faster revenue growth than 9% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,836,287

Up $113,074 (+4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,836,287

Up $113,074 (+4.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin13th percentile

Revenue

Down

$117,199

Down $74,480 (-39%) from 2023

Expenses

Up

$154,748

Up $14,813 (+11%) from 2023

Net Income

Down

-$37,549

Down $89,293 (-173%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,308,660Liabilities 2012: $0Net Assets 2012: $3,308,6602012Assets 2014: $3,351,937Liabilities 2014: $0Net Assets 2014: $3,351,9372014Assets 2015: $3,214,969Liabilities 2015: $0Net Assets 2015: $3,214,9692015Assets 2016: $2,854,887Liabilities 2016: $0Net Assets 2016: $2,854,8872016Assets 2017: $2,774,267Liabilities 2017: $0Net Assets 2017: $2,774,2672017Assets 2018: $2,765,655Liabilities 2018: $0Net Assets 2018: $2,765,6552018Assets 2019: $2,863,398Liabilities 2019: $0Net Assets 2019: $2,863,3982019Assets 2020: $2,770,344Liabilities 2020: $0Net Assets 2020: $2,770,3442020Assets 2021: $2,861,277Liabilities 2021: $0Net Assets 2021: $2,861,2772021Assets 2022: $2,603,156Liabilities 2022: $0Net Assets 2022: $2,603,1562022Assets 2023: $2,723,213Liabilities 2023: $0Net Assets 2023: $2,723,2132023Assets 2024: $2,836,287Liabilities 2024: $0Net Assets 2024: $2,836,2872024

Highlighted filing

2024

Assets$2,836,287
Liabilities$0
Net Assets$2,836,287
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$200K$0-$200K-$400KExpenses 2012: $273,7112012Revenue 2014: $159,867Expenses 2014: $302,948Net Income 2014: -$143,0812014Revenue 2015: $170,294Expenses 2015: $250,685Net Income 2015: -$80,3912015Revenue 2016: -$90,936Expenses 2016: $247,578Net Income 2016: -$338,5142016Revenue 2017: $108,567Expenses 2017: $202,358Net Income 2017: -$93,7912017Revenue 2018: $263,997Expenses 2018: $149,703Net Income 2018: $114,2942018Revenue 2019: $113,058Expenses 2019: $243,970Net Income 2019: -$130,9122019Revenue 2020: $98,659Expenses 2020: $170,844Net Income 2020: -$72,1852020Revenue 2021: $238,773Expenses 2021: $191,136Net Income 2021: $47,6372021Revenue 2022: $72,502Expenses 2022: $211,518Net Income 2022: -$139,0162022Revenue 2023: $191,679Expenses 2023: $139,935Net Income 2023: $51,7442023Revenue 2024: $117,199Expenses 2024: $154,748Net Income 2024: -$37,5492024

Highlighted filing

2024

Revenue$117,199
Expenses$154,748
Net Income-$37,549
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,836,287
Liabilities
$0
Net assets
$2,836,287
Revenue
$117,199
Expenses
$154,748
Net income
-$37,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.12$0.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.19$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.07$0.21$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.24$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.10$0.17$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.11$0.24$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.26$0.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.11$0.20$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.09$0.25$0.34
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.17$0.25$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.16$0.30$0.14
2012Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH G TUCKERPresidentPT$0--
RONALD E PETERSONTreasurer, D-$0--
Filing and Contact Details

Filer

Filer Name
The Arnold and Margaret Peterson
EIN
26-2919688
Phone
6036647901
Address
534 SOUTH BAY FRONT, BALBOA ISLAND, CA 92662

Signing Officer

Name
Judith G Tucker
Title
President
Phone
6036647901
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Arete Advisors
Address
8875 RESEARCH DR, IRVINE, CA 92618-4236
Preparer
Andrew S Dixon
Phone
9492033010
Raw XML Appendix311 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/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05201 8TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt238 BEECHWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 2880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42001 W PLANO PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52025 NEWPORT BLVD 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 1550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8418 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARPINTERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2STRAFFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PLANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MERRIFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203884
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125716
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/AppliedToCurrentYearAmt0125791
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0143859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt018068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt059713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt018068
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt041645
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052372
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011198
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125791
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt094017
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0112085
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025235
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0150623
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt01081
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt2441
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FILING/REGISTRATION FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0441
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH G TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06036647901
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ARNOLD AND MARGARET PETERSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARNO
ReturnHeader/Filer/EIN0262919688
ReturnHeader/Filer/PhoneNum06036647901
ReturnHeader/Filer/USAddress/AddressLine1Txt0534 SOUTH BAY FRONT
ReturnHeader/Filer/USAddress/CityNm0BALBOA ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092662
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472692787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARETE ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08875 RESEARCH DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926184236
ReturnHeader/PreparerPersonGrp/PhoneNum09492033010
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW S DIXON
ReturnHeader/ReturnTs02025-11-13T19:02:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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