Civic Intelligence

Esper a Petersen Foundation

990PF • Fiscal year 2021 • EIN 36-6125570

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

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

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

20th percentile

-3.6%

Higher net margin than 20% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$5,000

Higher top officer pay than 34% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

23rd percentile

-0.5%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

4.2%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$7,289,601

Down $34,124 (-0.5%) from 2020

Net Assets

Down

$7,237,476

Down $31,203 (-0.4%) from 2020

Liabilities

Down

$52,125

Down $2,921 (-5.3%) from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin20th percentile

Revenue

Up

$868,567

Up $35,255 (+4.2%) from 2020

Expenses

Up

$899,770

Up $54,468 (+6.4%) from 2020

Net Income

Down

-$31,203

Down $19,213 (-160%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2021

Assets$7,289,601
Liabilities$52,125
Net Assets$7,237,476
Open 2021 Filing

Operations Trend

Revenue Growth38th 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

2021

Revenue$868,567
Expenses$899,770
Net Income-$31,203
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay34th 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
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
2022-05-09
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/PropertyDesc13HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14Sign
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc182495 - Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21Improvement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22Driveway
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23810 Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc242495 Office renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc252451 Dock pit & leveler
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc262451 Rehab unit 2471
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc272371 Truck dock concrete
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc282451 build-out Taz Freigh
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc294250 Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc304250 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc312371-2385 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc324250 Fire alarm system
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc334250 Garage doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc344250 6 doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc354250 Renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc364250 Carpet
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc374250 Sprinkler system
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38Parking lot
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39Parking lot
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/Rt140.0446
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 Edward Jones as of December 31, 2021. Detailed account statements are available at the Foundation's office.Insured bank deposit program $ 8,985 Equities 4,290,713Mutual funds 2,107,176Exchange-traded products 2,398,548 ----------Total $8,805,422 ==========
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt02344230
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0747030
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt03091260
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt04069500
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0232051
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0218
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0402997
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0635266
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0635266
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05091
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010914
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016005
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0868567
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0621800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0621800
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt042049
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt042049
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0232051
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0232051
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0232051
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-31203
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0636298
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0636298
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0636298
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0603456
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0402997
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0193638
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0193638
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0868567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0626891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0265111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0899770
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0868567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0868567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05091
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0265111
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0277970
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt03510
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03510
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-31203
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07237476
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07268679
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07237476
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0705141
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0705141
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0705141
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0713529
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08388
IRS990PF/DistributableAmountGrp/TotalTaxAmt08388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08388

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,289,601
Liabilities
$52,125
Net assets
$7,237,476
Revenue
$868,567
Expenses
$899,770
Net income
-$31,203
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