Civic Intelligence

Peter S Willmott Foundation

990PF • Fiscal year 2017 • EIN 36-3651342

Jun 01, 2016 to May 31, 2017 • Filed on Oct 10, 2017

Organization Profile
333 North Michigan Ave Suite 2211Chicago, IL 60601

(312) 244-6505

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

61st percentile

7.0%

Faster asset growth than 61% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

8.1%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$174,164

Up $11,387 (+7.0%) from 2016

Net Assets

Up

$174,164

Up $11,387 (+7.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin89th percentile

Revenue

Up

$39,953

Up $2,998 (+8.1%) from 2016

Expenses

Up

$23,756

Up $1,265 (+5.6%) from 2016

Net Income

Up

$16,197

Up $1,733 (+12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$200K$150K$100K$50K$0Assets 2012: $104,574Liabilities 2012: $0Net Assets 2012: $104,5742012Assets 2013: $123,916Liabilities 2013: $0Net Assets 2013: $123,9162013Assets 2014: $134,210Liabilities 2014: $0Net Assets 2014: $134,2102014Assets 2015: $148,313Liabilities 2015: $0Net Assets 2015: $148,3132015Assets 2016: $162,777Liabilities 2016: $0Net Assets 2016: $162,7772016Assets 2017: $174,164Liabilities 2017: $0Net Assets 2017: $174,1642017Assets 2018: $182,785Liabilities 2018: $0Net Assets 2018: $182,7852018Assets 2019: $197,789Liabilities 2019: $0Net Assets 2019: $197,7892019

Highlighted filing

2017

Assets$174,164
Liabilities$0
Net Assets$174,164
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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

$40K$30K$20K$10K$0Expenses 2012: $20,7602012Expenses 2013: $19,7562013Revenue 2014: $30,304Expenses 2014: $20,010Net Income 2014: $10,2942014Revenue 2015: $35,414Expenses 2015: $21,311Net Income 2015: $14,1032015Revenue 2016: $36,955Expenses 2016: $22,491Net Income 2016: $14,4642016Revenue 2017: $39,953Expenses 2017: $23,756Net Income 2017: $16,1972017Revenue 2018: $34,007Expenses 2018: $25,386Net Income 2018: $8,6212018Revenue 2019: $37,803Expenses 2019: $22,799Net Income 2019: $15,0042019

Highlighted filing

2017

Revenue$39,953
Expenses$23,756
Net Income$16,197
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER S WILLMOTTPresident/Treasurer-$0--
GLEN E HEISSVice President-$0--
MICHELE P WILLMOTTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Peter S Willmott Foundation
EIN
36-3651342
Phone
3122446505
Address
333 NORTH MICHIGAN AVE SUITE 2211, CHICAGO, IL 60601

Signing Officer

Name
Peter S Willmott
Title
President
Phone
3122446505
Signed
2017-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1301 W 22ND ST STE 1100, OAK BROOK, IL 60523
Preparer
Catherine M Kane
Phone
6305738600
Raw XML Appendix332 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/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PETER S WILLMOTT
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01449
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01449
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06222
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04810
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR-PERIOD ADJUSMENT TO CASH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3299
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3299
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NORTHERN TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0300
TaxesSchedule/TaxesDetail/Amt0760
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER S WILLMOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03122446505
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER S WILLMOTT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0363651342
ReturnHeader/Filer/PhoneNum03122446505
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 NORTH MICHIGAN AVE SUITE 2211
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022FC5696B7D90F5199CF518B5CA0FD8E22CC837F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E9C27208CF45E4F30E4F137828DC28BB9290C03B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02017-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:52:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 W 22ND ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060523
ReturnHeader/PreparerPersonGrp/PhoneNum06305738600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE M KANE
ReturnHeader/ReturnTs02017-10-16T10:43:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,164
Liabilities
$0
Net assets
$174,164
Revenue
$39,953
Expenses
$23,756
Net income
$16,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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