Civic Intelligence

Esper a Petersen Foundation

990PF • Fiscal year 2024 • EIN 36-6125570

Jan 01, 2024 to Dec 31, 2024 • Filed on Jan 29, 2025

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.05x

Higher debt load relative to revenue than 40% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$5,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

26th percentile

-1.8%

Faster asset growth than 26% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

24%

Faster revenue growth than 66% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$6,839,449

Down $122,836 (-1.8%) from 2023

Net Assets

Down

$6,787,324

Down $122,836 (-1.8%) from 2023

Liabilities

Flat

$52,125

Flat from 2023

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin21st percentile

Revenue

Up

$1,116,977

Up $212,918 (+24%) from 2023

Expenses

Up

$1,239,813

Up $256,354 (+26%) from 2023

Net Income

Down

-$122,836

Down $43,436 (-55%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2024

Assets$6,839,449
Liabilities$52,125
Net Assets$6,787,324
Open 2024 Filing

Operations Trend

Revenue Growth66th 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

2024

Revenue$1,116,977
Expenses$1,239,813
Net Income-$122,836
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 29, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay34th 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
2025-01-29
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/Rt90.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt100.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt110.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt120.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt130.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt140.0256
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt02475104
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0616156
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt03091260
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1397553
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt04621155
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0357975
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08596
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0299804
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0666375
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0666375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013575
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01116977
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0741050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0741050
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt042257
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt042257
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0357975
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0357975
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0357975
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-122836
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0750406
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0750406
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0750406
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt08596
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08596
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08596
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0628431
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0299804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0410984
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0410984
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01116977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0741050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0488546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01239813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01116977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01116977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0488546
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0498763
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt06730
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06730
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-122836
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06787324
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06910160
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06787324
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0780220
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0780220
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0780220
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0788955
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08735
IRS990PF/DistributableAmountGrp/TotalTaxAmt08735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08800
IRS990PF/FMVAssetsEOYAmt016207933
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0320832
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022638
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022638
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt02475104
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt03488813
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01055967
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01013709
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04621155
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt06910160
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt06787324
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01745
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01745
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01745
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05214486
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04920108
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010681146
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt052125
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt052125
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0369255
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0881249
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0881249
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06962285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06839449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016207933
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt052125
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt052125
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06962285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06839449
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06910160
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06787324
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016019398
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0471278
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010926965
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0240291
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04621155
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0788955
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015779107
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016019398
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,839,449
Liabilities
$52,125
Net assets
$6,787,324
Revenue
$1,116,977
Expenses
$1,239,813
Net income
-$122,836
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