Civic Intelligence

Esper a Petersen Foundation

990PF • Fiscal year 2023 • EIN 36-6125570

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 02, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.06x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

28th percentile

-8.8%

Higher net margin than 28% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

32nd percentile

-1.1%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

14%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$6,962,285

Down $79,400 (-1.1%) from 2022

Net Assets

Down

$6,910,160

Down $79,400 (-1.1%) from 2022

Liabilities

Flat

$52,125

Flat from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin28th percentile

Revenue

Up

$904,059

Up $110,986 (+14%) from 2022

Expenses

Down

$983,459

Down $57,530 (-5.5%) from 2022

Net Income

Up

-$79,400

Up $168,516 (+68%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2023

Assets$6,962,285
Liabilities$52,125
Net Assets$6,910,160
Open 2023 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

2023

Revenue$904,059
Expenses$983,459
Net Income-$79,400
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 2, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Esper A PetersenDir/PresidentPT$5,000-$5,000
Ann PetersenDir/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
2024-08-02
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/PropertyDesc21810 Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc222495 Office renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc232451 Dock pit & leveler
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc242451 Rehab unit 2471
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc252371 Truck dock concrete
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc262451 build-out Taz Freigh
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc274250 Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc284250 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc292371-2385 Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc304250 Fire alarm system
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc314250 Garage doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc324250 6 doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc334250 Renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc344250 Sprinkler system
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35Parking lot
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36Parking 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/Rt140.0256
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt02432846
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0658414
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt03091260
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt04401100
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0202434
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt031503
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09989
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0408923
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0621346
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt031503
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0652849
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03877
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09173
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013050
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0904059
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031503
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0689500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0689500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt043697
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt043697
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0202434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0202434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0202434
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-79400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0660133
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0660133
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0660133
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01000000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt09989
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09989
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09989
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031503
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0619930
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0408923
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt031503
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0210424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0210424
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0904059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0693377
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0284129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0983459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0904059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0904059
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03877
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0284129
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0293959
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt05835
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0485230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1483267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0500000 USTreas Notes
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500000 US Treas Notes
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031503
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt031503
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-79400
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06910160
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06989560
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06910160
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0698595
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0698595
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0698595
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0707212
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08617
IRS990PF/DistributableAmountGrp/TotalTaxAmt08617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08617

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,962,285
Liabilities
$52,125
Net assets
$6,910,160
Revenue
$904,059
Expenses
$983,459
Net income
-$79,400
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