Civic Intelligence

Peter & Penelope West Charitiable Fund

990PF • Fiscal year 2012 • EIN 36-4118034

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile
255 Overlook Drive PO Box 14360045-0143
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

66th percentile

5.6%

Faster asset growth than 66% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$530,404

Up $28,226 (+5.6%) from 2011

Net Assets

Up

$530,404

Up $28,226 (+5.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$29,120

Down $46,476 (-61%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0Assets 2010: $532,433Liabilities 2010: $0Net Assets 2010: $532,4332010Assets 2011: $502,178Liabilities 2011: $0Net Assets 2011: $502,1782011Assets 2012: $530,404Liabilities 2012: $0Net Assets 2012: $530,4042012Assets 2013: $517,228Liabilities 2013: $0Net Assets 2013: $517,2282013Assets 2014: $487,980Liabilities 2014: $0Net Assets 2014: $487,9802014Assets 2016: $504,628Liabilities 2016: $0Net Assets 2016: $504,6282016Assets 2017: $492,599Liabilities 2017: $0Net Assets 2017: $492,5992017Assets 2018: $480,612Liabilities 2018: $0Net Assets 2018: $480,6122018Assets 2019: $468,152Liabilities 2019: $0Net Assets 2019: $468,1522019Assets 2020: $417,263Liabilities 2020: $0Net Assets 2020: $417,2632020Assets 2021: $404,738Liabilities 2021: $0Net Assets 2021: $404,7382021Assets 2022: $390,938Liabilities 2022: $0Net Assets 2022: $390,9382022Assets 2024: $4,549Liabilities 2024: $0Net Assets 2024: $4,5492024

Highlighted filing

2012

Assets$530,404
Liabilities$0
Net Assets$530,404
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $51,3202010Expenses 2011: $75,5962011Expenses 2012: $29,1202012Revenue 2013: $23,105Expenses 2013: $34,802Net Income 2013: -$11,6972013Revenue 2014: $724Expenses 2014: $28,460Net Income 2014: -$27,7362014Revenue 2016: $56,464Expenses 2016: $31,725Net Income 2016: $24,7392016Revenue 2017: $21,043Expenses 2017: $32,775Net Income 2017: -$11,7322017Revenue 2018: $22,623Expenses 2018: $33,370Net Income 2018: -$10,7472018Revenue 2019: $23,912Expenses 2019: $34,876Net Income 2019: -$10,9642019Revenue 2020: $24,038Expenses 2020: $73,400Net Income 2020: -$49,3622020Revenue 2021: $24,546Expenses 2021: $34,610Net Income 2021: -$10,0642021Revenue 2022: $24,571Expenses 2022: $37,514Net Income 2022: -$12,9432022Revenue 2024: $855,238Expenses 2024: $1,207,294Net Income 2024: -$352,0562024

Highlighted filing

2012

Revenue-
Expenses$29,120
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PENELOPE G WESTPresident-$0--
PETER S WESTSecretary/Treasurer-$0--
PHILIP R FRANKFORTVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRAGDALE FOUNDATIONCHARITABLE501(C)(3)LAKE FOREST, IL, US$12,020
Paid GrantCHICAGO SYMPHONY ORCHESTRACHARITABLE501(C)(3)CHICAGO, IL, US$3,500
Paid GrantLOOP CHRISTIAN MINISTRIESCHARITABLE-CHICAGO, IL, US$3,500
Paid GrantMARYLAND INSTITUTE COLLEGE OF ARTEDUCATIONAL501(C)(3)BALTIMORE, MD, US$3,500
Paid GrantLAMBS FARMCHARITABLE501(C)(3)LIBERTYVILLE, IL, US$2,500
Paid GrantLAKE FOREST PRESERVATION FOUNDATIONCHARITABLE501(C)(3)LAKE FOREST, IL, US$1,000
Paid GrantZION DEVELOPMENTCHARITABLE501(C)(3)ROCKFORD, IL, US$1,000
Paid GrantROSECRANCECHARITABLE501(C)(3)ROCKFORD, IL, US$1,000
Filing and Contact Details

Filer

EIN
36-4118034
Raw XML AppendixShowing 400 of 418 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/InvestmentsCorpStock/NameOfStock1AON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2CENTURYLINK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CIENA CORP.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY/TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRESIDENT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11255 OVERLOOK DRIVE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount33500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount43500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount512020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHICAGO SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11LAKE FOREST PRESERVATION FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12LAMBS FARM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13LOOP CHRISTIAN MINISTRIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MARYLAND INSTITUTE COLLEGE OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15RAGDALE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16ZION DEVELOPMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17ROSECRANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10220 SOUTH MICHIGAN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11400 EAST ILLINOIS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1214245 W ROCKLAND RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13407 S DEARBORN SUTIE 240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141300 MOUNT ROYAL AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151260 N GREEN BAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 4387
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine172481 E STATE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LIBERTYVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BALTIMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5LAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6ROCKFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7ROCKFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode060604
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode160045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode260048
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode360605
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode421217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode560045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode661110
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode761108
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear028020
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear028568
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted029930
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1043963
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2020673
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3028616
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4046949
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5024383
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus01362
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY01362
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5023021
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0140201
IRS990PF/UndistributedIncome/ExcessFromYear1043963
IRS990PF/UndistributedIncome/ExcessFromYear2020673
IRS990PF/UndistributedIncome/ExcessFromYear3028616
IRS990PF/UndistributedIncome/ExcessFromYear4046949
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions028568
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0163222
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0164584
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount0160
OtherDecreasesSchedule/OtherDecreases/Amount1253
OtherDecreasesSchedule/OtherDecreases/Amount2138
OtherDecreasesSchedule/OtherDecreases/Description0COST OF SECURITY ADJUSTMENT CENTURY LINK
OtherDecreasesSchedule/OtherDecreases/Description1COST OF SECURITY ADJUSTMENT NUVEEN
OtherDecreasesSchedule/OtherDecreases/Description2COST OF SECURITY ADJUSTMENT EATON VANCE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount010
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FILING FEES SOS
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps010
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount015
TaxesSchedule/Taxes/Category0CHARITABLE REGISTRATION
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0364118034
ReturnHeader/Filer/Name/BusinessNameLine10PETER & PENELOPE WEST CHARITABLE FUND
ReturnHeader/Filer/NameControl0PETE
ReturnHeader/Filer/Phone08476158735
ReturnHeader/Filer/USAddress/AddressLine10255 OVERLOOK DRIVE PO BOX 143
ReturnHeader/Filer/USAddress/City0LAKE FOREST
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode0600450143
ReturnHeader/Officer/AuthorizeThirdParty01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,404
Liabilities
$0
Net assets
$530,404
Revenue
-
Expenses
$29,120
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.86$1.21$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.02$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.02$0.03$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.03$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.02$0.03$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.02$0.03$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.06$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.00$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.02$0.03$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.05