Civic Intelligence

Peter S Willmott Foundation

990PF • Fiscal year 2018 • EIN 36-3651342

Jun 01, 2017 to May 31, 2018 • Filed on Oct 02, 2018

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

4.9%

Faster asset growth than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$182,785

Up $8,621 (+4.9%) from 2017

Net Assets

Up

$182,785

Up $8,621 (+4.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Down

$34,007

Down $5,946 (-15%) from 2017

Expenses

Up

$25,386

Up $1,630 (+6.9%) from 2017

Net Income

Down

$8,621

Down $7,576 (-47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2018

Assets$182,785
Liabilities$0
Net Assets$182,785
Open 2018 Filing

Operations Trend

Revenue Growth28th 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

2018

Revenue$34,007
Expenses$25,386
Net Income$8,621
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

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
2018-10-02
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 Appendix330 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER S WILLMOTT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08736
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06222
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08421
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08421
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023379
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08421
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06222
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CT CORP
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt221892
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3309
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt221892
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3309
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0300
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0300
TaxesSchedule/TaxesDetail/Amt0557
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER S WILLMOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03122446505
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-02
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/AtSubmissionCreationDeviceId050B5ED40640626E3ACEBEF22A0FBEFD7F66F664C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04F402DDF36D721BD6AB3A2CA290BB815499705B6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-10-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:41:53
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/PreparationDt02018-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE M KANE
ReturnHeader/ReturnTs02018-10-15T10:29:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,785
Liabilities
$0
Net assets
$182,785
Revenue
$34,007
Expenses
$25,386
Net income
$8,621
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