Civic Intelligence

Peter S Willmott Foundation

990PF • Fiscal year 2019 • EIN 36-3651342

Jun 01, 2018 to May 31, 2019 • Filed on Aug 26, 2019

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

58th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

64th percentile

8.2%

Faster asset growth than 64% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$197,789

Up $15,004 (+8.2%) from 2018

Net Assets

Up

$197,789

Up $15,004 (+8.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin88th percentile

Revenue

Up

$37,803

Up $3,796 (+11%) from 2018

Expenses

Down

$22,799

Down $2,587 (-10%) from 2018

Net Income

Up

$15,004

Up $6,383 (+74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$197,789
Liabilities$0
Net Assets$197,789
Open 2019 Filing

Operations Trend

Revenue Growth66th 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

2019

Revenue$37,803
Expenses$22,799
Net Income$15,004
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Aug 26, 2019
Return Version
2018v3.1
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
2019-08-26
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 Appendix335 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09398
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09398
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020332
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08421
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3319
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3319
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0330
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER S WILLMOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03122446505
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-26
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/AtSubmissionCreationDeviceId0C809F280B091A435C58699C8EF0F07C8ABEBABE1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06FAAC3DEBBF8F48D51BAF817A21B7A94DE65DC9A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-08-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:08:40
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/PreparationDt02019-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE M KANE
ReturnHeader/ReturnTs02019-10-09T10:38:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,789
Liabilities
$0
Net assets
$197,789
Revenue
$37,803
Expenses
$22,799
Net income
$15,004
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