Peter S Willmott Foundation

990PF • Fiscal year 2014 • EIN 36-3651342

Jun 01, 2013 to May 31, 2014 • Filed on Oct 06, 2014

Organization Profile

333 North Michigan Ave Suite 221160601

(312) 244-6505

Siviq Scores

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

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

34%

Higher net margin than 86% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

8.3%

Faster asset growth than 65% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet

Liabilities / Assets58th percentile

Assets

$134,210

Up $10,294 (+8.3%) from 2013

Net Assets

$134,210

Up $10,294 (+8.3%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin86th percentile

Revenue

$30,304

No earlier filing loaded for comparison.

Expenses

$20,010

Up $254 (+1.3%) from 2013

Net Income

$10,294

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2014

Assets$134,210

Liabilities$0

Net Assets$134,210

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2014

Revenue$30,304

Expenses$20,010

Net Income$10,294

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2013 to May 31, 2014
Signed: Oct 6, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PETER S WILLMOTT	President/Treasurer	-	$0	-	-
GLEN E HEISS	Vice President	-	$0	-	-
MICHELE P WILLMOTT	Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 36-3651342
Phone: 3122446505

Signing Officer

Name: Peter S Willmott
Title: President
Phone: 3122446505
Signed: 2014-10-06
Discuss with paid preparer: Yes

Preparer

Preparer: Catherine M Kane
Phone: 6305738600

Raw XML Appendix356 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	15137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	NORTHERN TRUST A/C 47117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	122632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	PACIFIC LIFE INSURANCE POLICY
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CLASS ACTION SETTLEMENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	PETER S WILLMOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	GLEN E HEISS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	MICHELE P WILLMOTT
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	0
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	MICHELE WILLMOTT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	333 N MICHIGAN SUITE 2200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	60601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3122446505
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	MICHELLE WILLMOTT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	3122446505
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1	0	333 N MICHIGAN AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City	0	CHICAGO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State	0	IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode	0	60601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	PETER S WILLMOTT
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1435
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	6444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	5009
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	68434
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	95152
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	5009
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	158577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	68434
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	90143
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1435
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	158577
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	163586
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	15421
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	5
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	5
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	NORTHERN TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	310
TaxesSchedule/TaxesDetail/Amt	0	1434
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PETER S WILLMOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3122446505
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PETER S WILLMOTT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PETE
ReturnHeader/Filer/EIN	0	363651342
ReturnHeader/Filer/PhoneNum	0	3122446505
ReturnHeader/Filer/USAddress/AddressLine1	0	333 NORTH MICHIGAN AVE SUITE 2211
ReturnHeader/Filer/USAddress/City	0	CHICAGO
ReturnHeader/Filer/USAddress/State	0	IL
ReturnHeader/Filer/USAddress/ZIPCode	0	60601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1301 W 22ND ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	60523
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6305738600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CATHERINE M KANE
ReturnHeader/ReturnTs	0	2014-10-10T12:21:03-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-06-01
ReturnHeader/TaxPeriodEndDt	0	2014-05-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $134,210
Liabilities: $0
Net assets: $134,210
Revenue: $30,304
Expenses: $20,010
Net income: $10,294

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Detailed filing. Detailed filing data is available for this year.	$1.98	$0.00	$1.98	$0.38	$0.23	$0.15
2018Detailed filing. Detailed filing data is available for this year.	$1.83	$0.00	$1.83	$0.34	$0.25	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$1.74	$0.00	$1.74	$0.40	$0.24	$0.16
2016Detailed filing. Detailed filing data is available for this year.	$1.63	$0.00	$1.63	$0.37	$0.22	$0.14
2015Detailed filing. Detailed filing data is available for this year.	$1.48	$0.00	$1.48	$0.35	$0.21	$0.14
2014Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.30	$0.20	$0.10
2013Detailed filing. Detailed filing data is available for this year.	$1.24	$0.00	$1.24		$0.20
2012Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05		$0.21