Civic Intelligence

Clifton E Peterson M D Family Foundation

990PF • Fiscal year 2019 • EIN 39-6654435

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 14, 2020

6634 - 3rd AvenueKenosha, WI 53143

(262) 658-2326

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

1.6%

Faster asset growth than 52% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$38,500

Up $591 (+1.6%) from 2018

Net Assets

Up

$38,500

Up $591 (+1.6%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue

Up

$591

Up $58 (+11%) from 2018

Expenses

Flat

$0

Flat from 2018

Net Income

Up

$591

Up $58 (+11%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2010: $14,984Liabilities 2010: $0Net Assets 2010: $14,9842010Assets 2011: $15,092Liabilities 2011: $0Net Assets 2011: $15,0922011Assets 2012: $15,408Liabilities 2012: $0Net Assets 2012: $15,4082012Assets 2013: $15,749Liabilities 2013: $0Net Assets 2013: $15,7492013Assets 2014: $36,121Liabilities 2014: $0Net Assets 2014: $36,1212014Assets 2015: $36,520Liabilities 2015: $0Net Assets 2015: $36,5202015Assets 2016: $36,918Liabilities 2016: $0Net Assets 2016: $36,9182016Assets 2017: $37,376Liabilities 2017: $0Net Assets 2017: $37,3762017Assets 2018: $37,909Liabilities 2018: $0Net Assets 2018: $37,9092018Assets 2019: $38,500Liabilities 2019: $1Net Assets 2019: $38,5002019Assets 2020: $39,037Liabilities 2020: $0Net Assets 2020: $39,0372020Assets 2021: $39,630Liabilities 2021: $0Net Assets 2021: $39,6302021Assets 2022: $40,382Liabilities 2022: $0Net Assets 2022: $40,3822022Assets 2023: $41,292Liabilities 2023: $0Net Assets 2023: $41,2922023Assets 2024: $41,957Liabilities 2024: $2,140Net Assets 2024: $39,8172024

Highlighted filing

2019

Assets$38,500
Liabilities$1
Net Assets$38,500

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $02012Revenue 2013: $341Expenses 2013: $0Net Income 2013: $3412013Revenue 2014: $20,372Expenses 2014: $0Net Income 2014: $20,3722014Revenue 2015: $399Expenses 2015: $0Net Income 2015: $3992015Revenue 2016: $398Expenses 2016: $0Net Income 2016: $3982016Revenue 2017: $458Expenses 2017: $0Net Income 2017: $4582017Revenue 2018: $533Expenses 2018: $0Net Income 2018: $5332018Revenue 2019: $591Expenses 2019: $0Net Income 2019: $5912019Revenue 2020: $537Expenses 2020: $0Net Income 2020: $5372020Revenue 2021: $593Expenses 2021: $0Net Income 2021: $5932021Revenue 2022: $752Expenses 2022: $0Net Income 2022: $7522022Revenue 2023: $910Expenses 2023: $0Net Income 2023: $9102023Revenue 2024: $665Expenses 2024: $2,140Net Income 2024: -$1,4752024

Highlighted filing

2019

Revenue$591
Expenses$0
Net Income$591
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 14, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLIFTON E PETERSON MDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Clifton E Peterson Md
EIN
39-6654435
Phone
2626582326
Address
6634 - 3RD AVENUE, KENOSHA, WI 53143

Signing Officer

Name
Clifton E Peterson Md
Title
Trustee
Signed
2020-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Scott Olson CPA LLC
Address
6003 7TH AVE, KENOSHA, WI 53143-4562
Preparer
Scott Olson
Phone
2629257017
Raw XML Appendix166 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0530
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt012
IRS990PF/FMVAssetsEOYAmt076437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt050863
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt037909
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt038500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024983
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt025574
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt025574
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037909
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038500
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt076437
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037909
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038500
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037909
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038500
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CLIFTON E PETERSON MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06634 - 3RD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KENOSHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053143
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06634 3RD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KENOSHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02626582326
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CLIFTON E PETERSON MD
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLIFTON E PETERSON MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLIFTON E PETERSON MD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLIF
ReturnHeader/Filer/EIN0396654435
ReturnHeader/Filer/PhoneNum02626582326
ReturnHeader/Filer/USAddress/AddressLine1Txt06634 - 3RD AVENUE
ReturnHeader/Filer/USAddress/CityNm0KENOSHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053143
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0142010695
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06003 7TH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENOSHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531434562
ReturnHeader/PreparerPersonGrp/PhoneNum02629257017
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT OLSON
ReturnHeader/ReturnTs02020-10-14T14:31:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.0$2.14$39.8$0.67$2.14$1.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.3$0.00$41.3$0.91$0.00$0.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.4$0.00$40.4$0.75$0.00$0.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.6$0.00$39.6$0.59$0.00$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.0$0.00$39.0$0.54$0.00$0.54
2019Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$0.59$0.00$0.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.9$0.00$37.9$0.53$0.00$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$0.46$0.00$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.00$36.9$0.40$0.00$0.40
2015Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$0.40$0.00$0.40
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$36.1$0.00$36.1$20.4$0.00$20.4
2013Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.34$0.00$0.34
2012Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.00
2011Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.00
2010Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.00