Civic Intelligence

Esper a Petersen Foundation

990PF • Fiscal year 2017 • EIN 36-6125570

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

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

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.06x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

58th percentile

6.5%

Higher net margin than 58% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$5,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

39th percentile

0.8%

Faster asset growth than 39% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$5,698,065

Up $42,710 (+0.8%) from 2016

Net Assets

Up

$5,650,080

Up $49,510 (+0.9%) from 2016

Liabilities

Down

$47,985

Down $6,800 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin58th percentile

Revenue

Up

$762,374

Up $72,127 (+10%) from 2016

Expenses

Up

$712,864

Up $73,189 (+11%) from 2016

Net Income

Down

$49,510

Down $1,062 (-2.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2017

Assets$5,698,065
Liabilities$47,985
Net Assets$5,650,080
Open 2017 Filing

Operations Trend

Revenue Growth62nd 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

2017

Revenue$762,374
Expenses$712,864
Net Income$49,510
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Esper A PetersenDir/PresidentPT$5,000-$5,000
Ann PetersenDir/VP, TreasPT$5,000-$5,000
Leslie PamDir/Secretary-$0--
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
2018-04-30
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/PropertyDesc1Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Sign
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc202495 - Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24Driveway
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25810 Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc262495 Office renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc272451 Dock pit & leveler
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc282451 Rehab unit 2471
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc292371 Truck dock concrete
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc302451 build-out Taz Freigh
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc314250 Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc324250 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc332371-2385 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc344250 Fire alarm system
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc354250 Garage doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc364250 6 doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc374250 Renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc384250 Carpet
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc394250 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/Rt80.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt90.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt100.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt110.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt120.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt130.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt140.1249
DepreciationSchedule/DepreciationPropertyGrp/Rt150.0256
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 First Allied as of December 31, 2017. Detailed account statements are available at the Foundations office.Money Market $ 356,140 Equities 3,339,022Mutual funds 2,002,330Exchange-traded products 349,085Fixed income 127,299 ----------Total $6,173,876 ==========
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt02140607
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0837333
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt02977940
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt03286000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0178039
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt036
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0144
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0370035
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0548254
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0548254
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07867
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04433
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0762374
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0453950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0453950
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt055151
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt055151
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0178039
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0178039
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0178039
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt049510
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0584155
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0584155
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0584155
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt075554
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0144
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0144
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0144
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06731
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06731
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0511327
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0370035
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01209
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0163984
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0163984
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07622
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0762374
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0461817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0251047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0712864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0762374
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0762374
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07867
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0251047
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0258914
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01917
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt075518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt036

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Filings

Displayed year

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

Open filing
Assets
$5,698,065
Liabilities
$47,985
Net assets
$5,650,080
Revenue
$762,374
Expenses
$712,864
Net income
$49,510
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