Civic Intelligence

Esper a Petersen Foundation

990PF • Fiscal year 2018 • EIN 36-6125570

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 02, 2019

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.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.02x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

30th percentile

$4,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

93rd percentile

43%

Faster asset growth than 93% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

217%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$8,131,970

Up $2,433,905 (+43%) from 2017

Net Assets

Up

$8,077,063

Up $2,426,983 (+43%) from 2017

Liabilities

Up

$54,907

Up $6,922 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin93rd percentile

Revenue

Up

$2,413,817

Up $1,651,443 (+217%) from 2017

Expenses

Up

$785,340

Up $72,476 (+10%) from 2017

Net Income

Up

$1,628,477

Up $1,578,967 (+3189%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2018

Assets$8,131,970
Liabilities$54,907
Net Assets$8,077,063
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$2,413,817
Expenses$785,340
Net Income$1,628,477
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Esper A PetersenDir/PresidentPT$4,000-$4,000
Ann PetersenDir/Exec VPPT$4,000-$4,000
Esper A Petersen IIIDirector-$2,000-$2,000
Steven WarnekeTreasurer-$1,000-$1,000
Stephanie GulloSecretary-$1,000-$1,000
Ann Marie WolfAsst Secretary-$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
2019-07-02
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/PropertyDesc0Roof
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/Rt140.0893
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 $ 719,662 Equities 2,844,657Mutual funds 1,852,953Exchange-traded products 309,240REIT 46,811Fixed income 50,588 ----------Total $5,823,911 ==========
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt02195434
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0782506
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt02977940
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt03450000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0201818
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01627262
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01699
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0290225
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02121004
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02121004
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06867
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03208
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010075
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0850976
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01627262
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0448944
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0448944
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt054827
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt054827
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0201818
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0201818
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0201818
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01628477
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0583038
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0583038
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0583038
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02747532
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01699
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01699
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01699
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02884
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02884
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01627262
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02084288
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0290225
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt064421
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0242178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0242178
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012267
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0850976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0455811
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0329529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0785340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02413817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02413817
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06867
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0329529
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0336396
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01165
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22003-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0133111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2937159

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Filings

Displayed year

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

Open filing
Assets
$8,131,970
Liabilities
$54,907
Net assets
$8,077,063
Revenue
$2,413,817
Expenses
$785,340
Net income
$1,628,477
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