Civic Intelligence

Lori Peterson Cancer Foundation

EIN 83-2086027 • Phoenix, AZ

PO Box 10247Phoenix, AZ 85064
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

18th percentile

-43%

Higher net margin than 18% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-60%

Faster asset growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$10,427

Down $15,449 (-60%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$10,427

Down $15,449 (-60%) from 2023

Revenue

Up

$36,251

Up $6,235 (+21%) from 2023

Expenses

Up

$51,700

Up $25,068 (+94%) from 2023

Net Income

Down

-$15,449

Down $18,833 (-557%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2019: $35,435Liabilities 2019: $0Net Assets 2019: $35,4352019Assets 2020: $36,271Liabilities 2020: $0Net Assets 2020: $36,2712020Assets 2021: $28,090Liabilities 2021: $0Net Assets 2021: $28,0902021Assets 2022: $22,492Liabilities 2022: $0Net Assets 2022: $22,4922022Assets 2023: $25,876Liabilities 2023: $0Net Assets 2023: $25,8762023Assets 2024: $10,427Liabilities 2024: $0Net Assets 2024: $10,4272024

Highlighted filing

2024

Assets$10,427
Liabilities$0
Net Assets$10,427

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2019: $87,342Expenses 2019: $63,896Net Income 2019: $23,4462019Revenue 2020: $11,640Expenses 2020: $10,804Net Income 2020: $8362020Revenue 2021: $20,510Expenses 2021: $28,691Net Income 2021: -$8,1812021Revenue 2022: $25,263Expenses 2022: $30,861Net Income 2022: -$5,5982022Revenue 2023: $30,016Expenses 2023: $26,632Net Income 2023: $3,3842023Revenue 2024: $36,251Expenses 2024: $51,700Net Income 2024: -$15,4492024

Highlighted filing

2024

Revenue$36,251
Expenses$51,700
Net Income-$15,449

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK J PETERSONExecutive Director/Preside-$0--
STUART PETERSONDirector/VP-Development-$0--
HEATHER PETERSONDirector/Treasurer-$0--
NICHOLE PETERSONDirector/VP-Marketing-$0--
MELISSA SANDERSDirector/Secretary-$0--
JENNIFER PETERSONDirector/VP-Operations-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTGEN FOUNDATIONPANCREATIC CANCER RESEARCHPUBLIC CHARITYPHOENIX, AZ, US$15,000
Paid GrantPANCREATIC CANCER ACTION NETWORKGENERAL FUNDSPUBLIC CHARITYMANHATTAN BEACH, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
Lori Peterson Cancer Foundation
EIN
83-2086027
Phone
6028096611
Address
PO BOX 10247, PHOENIX, AZ 85064

Signing Officer

Name
Mark J Peterson
Title
Executive Director/president
Phone
6028096611
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
7098 E COCHISE RD STE 100, SCOTTSDALE, AZ 85253
Preparer
Kelsey L Phillips CPA
Phone
4804831170
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01500 ROSECRANS AVENUE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1445 NORTH FIFTH STREET SUITE 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MANHATTAN BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0930
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt061801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0135706
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050770
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08974
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050770
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0197507
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0146737
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03090
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03090
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EVENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0522
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt123676
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2421
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31491
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0522
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123676
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2421
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31491
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK J PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06028096611
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORI PETERSON CANCER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LORI
ReturnHeader/Filer/EIN0832086027
ReturnHeader/Filer/PhoneNum06028096611
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10247
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085064
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07098 E COCHISE RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085253
ReturnHeader/PreparerPersonGrp/PhoneNum04804831170
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELSEY L PHILLIPS CPA
ReturnHeader/ReturnTs02025-05-20T11:39:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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