Civic Intelligence

Esper a Petersen Foundation

990PF • Fiscal year 2020 • EIN 36-6125570

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 07, 2021

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

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.07x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

36th percentile

-1.4%

Higher net margin than 36% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$5,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

34th percentile

-0.1%

Faster asset growth than 34% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-0.9%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$7,323,725

Down $7,491 (-0.1%) from 2019

Net Assets

Down

$7,268,679

Down $11,990 (-0.2%) from 2019

Liabilities

Up

$55,046

Up $4,499 (+8.9%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin36th percentile

Revenue

Down

$833,312

Down $7,181 (-0.9%) from 2019

Expenses

Down

$845,302

Down $801,585 (-49%) from 2019

Net Income

Up

-$11,990

Up $794,404 (+99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2020

Assets$7,323,725
Liabilities$55,046
Net Assets$7,268,679
Open 2020 Filing

Operations Trend

Revenue Growth47th 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

2020

Revenue$833,312
Expenses$845,302
Net Income-$11,990
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Esper A PetersenDir/PresidentPT$5,000-$5,000
Ann PetersenDir/Exec VPPT$5,000-$5,000
Esper A Petersen IIIDirector-$2,000-$2,000
Steve WarnekeTreasurer-$1,000-$1,000
Stephanie GulloSecretary-$1,000-$1,000
Jennifer AshworthAsst Secretary-$1,000-$1,000
Adam MorleyTreasurer-$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
2021-06-07
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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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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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/PropertyDesc13HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15Sign
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc192495 - Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23Driveway
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24810 Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc252495 Office renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc262451 Dock pit & leveler
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc272451 Rehab unit 2471
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc282371 Truck dock concrete
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc292451 build-out Taz Freigh
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc304250 Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc314250 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc322371-2385 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc334250 Fire alarm system
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc344250 Garage doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc354250 6 doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc364250 Renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc374250 Carpet
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc384250 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, 2020. Detailed account statements are available at the Foundations office.Insured bank deposit program $1,637,557 Equities 3,536,445Mutual funds 1,913,968Exchange-traded products 1,888,094 ----------Total $8,976,064 ==========
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt02302181
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0675759
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt02977940
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt03597000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0167951
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt028514
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01074
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0391431
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0588970
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0588970
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06057
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09270
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015327
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0804798
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028514
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0563500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0563500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt053028
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt053028
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0167951
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0167951
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0167951
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11990
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0635773
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0635773
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0635773
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01747120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01074
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01074
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01074
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt028514
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0560667
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0391431
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0194066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0194066
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0804798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0569557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0272645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0845302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0833312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0833312
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0272645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0281802
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0281
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt013681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11704925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt129304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt129304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11734229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Edward Jones ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Edward Jones LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028514
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-790

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,323,725
Liabilities
$55,046
Net assets
$7,268,679
Revenue
$833,312
Expenses
$845,302
Net income
-$11,990
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