Civic Intelligence

Lee & Bob Peterson Foundation Inc

EIN 83-3723361 • Sarasota, FL

PO Box 49201Sarasota, FL 34230
Siviq Scores

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

Liabilities / Assets

76th percentile

0.04x

Higher debt load relative to assets than 76% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

37th percentile

-5.6%

Higher net margin than 37% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$72,900

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

65th percentile

4.7%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$89,266

Down $77,319 (-46%) from 2023

Liabilities

Down

$3,628

Down $56,506 (-94%) from 2023

Net Assets

Down

$85,638

Down $20,813 (-20%) from 2023

Revenue

Down

$370,972

Down $102,012 (-22%) from 2023

Expenses

Down

$391,785

Down $55,709 (-12%) from 2023

Net Income

Down

-$20,813

Down $46,303 (-182%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2019: $1,209Liabilities 2019: $02019Assets 2020: $74,899Liabilities 2020: $0Net Assets 2020: $74,8992020Assets 2021: $231,879Liabilities 2021: $106Net Assets 2021: $231,7732021Assets 2022: $81,492Liabilities 2022: $531Net Assets 2022: $80,9612022Assets 2023: $166,585Liabilities 2023: $60,134Net Assets 2023: $106,4512023Assets 2024: $89,266Liabilities 2024: $3,628Net Assets 2024: $85,6382024

Highlighted filing

2024

Assets$89,266
Liabilities$3,628
Net Assets$85,638

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $26,352Expenses 2019: $25,143Net Income 2019: $1,2092019Revenue 2020: $186,464Expenses 2020: $112,776Net Income 2020: $73,6882020Revenue 2021: $335,766Expenses 2021: $178,892Net Income 2021: $156,8742021Revenue 2022: $169,180Expenses 2022: $319,992Net Income 2022: -$150,8122022Revenue 2023: $472,984Expenses 2023: $447,494Net Income 2023: $25,4902023Revenue 2024: $370,972Expenses 2024: $391,785Net Income 2024: -$20,8132024

Highlighted filing

2024

Revenue$370,972
Expenses$391,785
Net Income-$20,813

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLENE M HAUCKExecutive DirectorFT$72,900-$72,900
JEFFREY R PETERSONPresidentPT$0--
AIME AUSTINDirectorPT$0--
CHRISTINE JENNINGSDirectorPT$0--
MARY LOU SELODirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Lee & Bob Peterson Foundation Inc
EIN
83-3723361
Phone
9415046717
Address
PO BOX 49201, SARASOTA, FL 34230

Signing Officer

Name
Marlene M Hauck
Title
Executive Director
Phone
9415046717
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Suplee Shea Cramer & Miller Pa
Address
800 SOUTH OSPREY AVENUE, SARASOTA, FL 34236-7834
Preparer
T Raymond Suplee
Phone
9413663600
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY R PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARLENE M HAUCK
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06737
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0439038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0313889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0174636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0109124
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01421735
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0385048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0439038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0313889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0174636
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0109124
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0391785
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0385048
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01421735
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01036687
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorNum78
IRS990ScheduleB/ContributorInformationGrp/ContributorNum89
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DIANE AND ROB BENNETT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MICHAEL BERKSON
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2RUTHANNE KOFFMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3PETER MALTESE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4DR MARIO OLIVA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5KATHY AND TRAVIS BROWN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm6JEFFREY PETERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm7JOHN BOC AND TERRI ALLEN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm8RANDY FERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt015514 ANCHORAGE PLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1605 GULFSTREAM AVE 5
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2301 N TAMIAMI TRAIL 411
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3166 GOLDEN GATE PLACE 60
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt41665 RIDGEWOOD LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt5975 WHITAKERS LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt61300 BEN FRANKLIN DRIVE 301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt7401 QUAY CMNS 1603
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt8HIGEL AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAKEWOOD RANCH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm6SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm7SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm8SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd6FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd7FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd8FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034202
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd134236
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd234236
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd334236
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd434231
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd534236
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd634236
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd734236
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd834242
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd7X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd8X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt45000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt510000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt613485
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt738000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt810000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04966
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04966
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5ADVERTISING & MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PAYROLL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8SUPLIES EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9STOREAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12EQUIPMENT SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01799
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt161
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt221682
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3483
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41920
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt541386
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61458
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt760
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt826907
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt91429
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt103442
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt122392
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120

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