Civic Intelligence

Esper a Petersen Foundation

990PF • Fiscal year 2014 • EIN 36-6125570

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization Profile
1 E Belvidere RoadGrayslake, IL 60030

(847) 336-0900

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

38th percentile

0.07x

Higher debt load relative to revenue than 38% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

27th percentile

$1,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$5,486,802

Up $20,756 (+0.4%) from 2013

Net Assets

Up

$5,432,515

Up $24,669 (+0.5%) from 2013

Liabilities

Down

$54,287

Down $3,913 (-6.7%) from 2013

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin11th percentile

Revenue

Down

$810,077

Down $124,784 (-13%) from 2013

Expenses

Down

$1,072,608

Down $290,197 (-21%) from 2013

Net Income

Up

-$262,531

Up $165,413 (+39%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$10M$5.0M$0Assets 2013: $5,466,046Liabilities 2013: $58,200Net Assets 2013: $5,407,8462013Assets 2014: $5,486,802Liabilities 2014: $54,287Net Assets 2014: $5,432,5152014Assets 2015: $5,617,230Liabilities 2015: $67,232Net Assets 2015: $5,549,9982015Assets 2016: $5,655,355Liabilities 2016: $54,785Net Assets 2016: $5,600,5702016Assets 2017: $5,698,065Liabilities 2017: $47,985Net Assets 2017: $5,650,0802017Assets 2018: $8,131,970Liabilities 2018: $54,907Net Assets 2018: $8,077,0632018Assets 2019: $7,331,216Liabilities 2019: $50,547Net Assets 2019: $7,280,6692019Assets 2020: $7,323,725Liabilities 2020: $55,046Net Assets 2020: $7,268,6792020Assets 2021: $7,289,601Liabilities 2021: $52,125Net Assets 2021: $7,237,4762021Assets 2022: $7,041,685Liabilities 2022: $52,125Net Assets 2022: $6,989,5602022Assets 2023: $6,962,285Liabilities 2023: $52,125Net Assets 2023: $6,910,1602023Assets 2024: $6,839,449Liabilities 2024: $52,125Net Assets 2024: $6,787,3242024

Highlighted filing

2014

Assets$5,486,802
Liabilities$54,287
Net Assets$5,432,515
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $934,861Expenses 2013: $1,362,805Net Income 2013: -$427,9442013Revenue 2014: $810,077Expenses 2014: $1,072,608Net Income 2014: -$262,5312014Revenue 2015: $732,937Expenses 2015: $615,454Net Income 2015: $117,4832015Revenue 2016: $690,247Expenses 2016: $639,675Net Income 2016: $50,5722016Revenue 2017: $762,374Expenses 2017: $712,864Net Income 2017: $49,5102017Revenue 2018: $2,413,817Expenses 2018: $785,340Net Income 2018: $1,628,4772018Revenue 2019: $840,493Expenses 2019: $1,646,887Net Income 2019: -$806,3942019Revenue 2020: $833,312Expenses 2020: $845,302Net Income 2020: -$11,9902020Revenue 2021: $868,567Expenses 2021: $899,770Net Income 2021: -$31,2032021Revenue 2022: $793,073Expenses 2022: $1,040,989Net Income 2022: -$247,9162022Revenue 2023: $904,059Expenses 2023: $983,459Net Income 2023: -$79,4002023Revenue 2024: $1,116,977Expenses 2024: $1,239,813Net Income 2024: -$122,8362024

Highlighted filing

2014

Revenue$810,077
Expenses$1,072,608
Net Income-$262,531
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Esper A PetersenDir, Pres/TreasPT$1,000-$1,000
Ann PetersenDir, VPPT$1,000-$1,000
Daniel WinkowskiSecretaryPT$1,000-$1,000
Leslie PamDir/Asst Secr-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Esper A Petersen Foundation
EIN
36-6125570
Phone
8473360900
Address
1 E Belvidere Road, Grayslake, IL 60030

Signing Officer

Name
Esper A Petersen
Title
President
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Dam Snell & Taveirne Ltd
Address
21 Rollins Road, Fox Lake, IL 60020
Preparer
Douglas J Taveirne
Phone
8475873022
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6Doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Sign
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc212495 - Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25Driveway
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26810 Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc272495 Office renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc282451 Dock pit & leveler
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc292451 Rehab unit 2471
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc302371 Truck dock concrete
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc312451 build-out Taz Freigh
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc324250 Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc334250 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc342371-2385 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc354250 Fire alarm system
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc364250 Garage doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc374250 6 doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc384250 Renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc394250 Carpet
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc404250 Sprinkler system
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt10.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt20.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt30.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt40.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt50.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt60.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt70.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt80.0225
DepreciationSchedule/DepreciationPropertyGrp/Rt90.0225
DepreciationSchedule/DepreciationPropertyGrp/Rt100.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt110.0225
DepreciationSchedule/DepreciationPropertyGrp/Rt120.0225
DepreciationSchedule/DepreciationPropertyGrp/Rt130.0225
DepreciationSchedule/DepreciationPropertyGrp/Rt140.0225
DepreciationSchedule/DepreciationPropertyGrp/Rt150.1429
DepreciationSchedule/DepreciationPropertyGrp/Rt160.0225
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SCHEDULE OF OTHER ASSETS, Form 990-PF, Part II, Line 13The following represents the market value of investments held by the Foundation at Fifth Third Private Bank and First Allied as of December 31, 2014. Detailed account statements are available at the Foundations office.Money Market $ 438,722 Equities 2,488,247Mutual funds 1,222,101Exchange-traded products 379,360 Fixed income 392,848 ----------Total $4,921,278 ==========
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt01974376
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt01003564
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt02977940
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt03286000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0158231
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0100623
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt018952
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0230119
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0507925
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0507925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt010720
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010720
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010720
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0470459
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0100623
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0732990
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0732990
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt054607
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt054607
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt054607
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0158231
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0158231
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0158231
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-262531
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0532271
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0532271
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0532271
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01442711
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt018952
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018952
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018952
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0214
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0214
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0214
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0100623
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0470459
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0230119
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0100623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0250435
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0250435
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250435
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt08272
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08272
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08272
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt09044
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09044
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0810077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0339618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0732990
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0339618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01072608
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0810077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0810077
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0339618
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00

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Filings

Displayed year

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

Open filing
Assets
$5,486,802
Liabilities
$54,287
Net assets
$5,432,515
Revenue
$810,077
Expenses
$1,072,608
Net income
-$262,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.84$0.05$6.79$1.12$1.24$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.96$0.05$6.91$0.90$0.98$0.08
2022Detailed filing. Detailed filing data is available for this year.$7.04$0.05$6.99$0.79$1.04$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.29$0.05$7.24$0.87$0.90$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.32$0.06$7.27$0.83$0.85$0.01
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.05$7.28$0.84$1.65$0.81
2018Detailed filing. Detailed filing data is available for this year.$8.13$0.05$8.08$2.41$0.79$1.63
2017Detailed filing. Detailed filing data is available for this year.$5.70$0.05$5.65$0.76$0.71$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.66$0.05$5.60$0.69$0.64$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.62$0.07$5.55$0.73$0.62$0.12
2014Detailed filing. Detailed filing data is available for this year.$5.49$0.05$5.43$0.81$1.07$0.26
2013Detailed filing. Detailed filing data is available for this year.$5.47$0.06$5.41$0.93$1.36$0.43