Civic Intelligence

Peter Paulson Excellent Foundation Inc.

990PF • Fiscal year 2022 • EIN 86-3292464

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 20, 2023

5055 Gulf Of Mexico Drive Unit 115Longboat Key, FL 34228

(847) 370-7059

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Up

$46,509

Up $46,509 from 2021

Net Assets

Up

$46,509

Up $46,509 from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$41,834

Up $41,834 from 2021

Expenses

Flat

$0

Flat from 2021

Net Income

Up

$41,834

Up $41,834 from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $46,509Liabilities 2022: $0Net Assets 2022: $46,5092022Assets 2023: $93,016Liabilities 2023: $0Net Assets 2023: $93,0162023Assets 2024: $281,145Liabilities 2024: $0Net Assets 2024: $281,1452024

Highlighted filing

2022

Assets$46,509
Liabilities$0
Net Assets$46,509

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $41,834Expenses 2022: $0Net Income 2022: $41,8342022Revenue 2023: $53,085Expenses 2023: $5,203Net Income 2023: $47,8822023Revenue 2024: $199,517Expenses 2024: $11,074Net Income 2024: $188,4432024

Highlighted filing

2022

Revenue$41,834
Expenses$0
Net Income$41,834
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 20, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS PAULSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Peter Paulson Excellent Foundation
EIN
86-3292464
Phone
8473707059
Address
5055 GULF OF MEXICO DRIVE UNIT 115, LONGBOAT KEY, FL 34228

Signing Officer

Name
Thomas Paulson
Title
President
Phone
8473707059
Signed
2023-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Dieck Arenas & Associates Pc
Address
700 S LEWIS AVE STE 260, WAUKEGAN, IL 60085-6194
Preparer
Apolonio Arenas
Phone
8473366784
Raw XML Appendix190 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0DONATION
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt041834
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02494
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02494
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02494
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02495
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01
IRS990PF/DistributableAmountGrp/TotalTaxAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt02021-03-30
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01
IRS990PF/FMVAssetsEOYAmt050925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt028968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt029082
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0494
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04796
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt046509
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017047
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt046509
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt046509
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt050659
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09072
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt027179
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0760
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt014408
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02495
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt049899
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt050659
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS PAULSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05055 GULF OF MEXICO DR UNIT 115
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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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/IndividualWithBooksNm0THOMAS PAULSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08473707059
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt04675
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS OF SECURITIES CONTRIBUTED
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS PAULSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08473707059
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER PAULSON EXCELLENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0863292464
ReturnHeader/Filer/PhoneNum08473707059
ReturnHeader/Filer/USAddress/AddressLine1Txt05055 GULF OF MEXICO DRIVE UNIT 115
ReturnHeader/Filer/USAddress/CityNm0LONGBOAT KEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034228
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050543806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIECK ARENAS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 S LEWIS AVE STE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKEGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600856194
ReturnHeader/PreparerPersonGrp/PhoneNum08473366784
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0APOLONIO ARENAS
ReturnHeader/ReturnTs02023-10-04T13:18:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAULSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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