Michael L Peterson Foundation
EIN 88-2856860 • Cedar Falls, IA
NTEE T20
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Down$263,090
Down $45,003 (-15%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Down$263,090
Down $45,003 (-15%) from 2023
Operations
Revenue
Up$289,676
Up $116,451 (+67%) from 2023
Expenses
Up$334,679
Up $184,679 (+123%) from 2023
Net Income
Down-$45,003
Down $68,228 (-294%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $263,090
- Liabilities
- $0
- Net assets
- $263,090
- Revenue
- $289,676
- Expenses
- $334,679
- Net income
- -$45,003
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $0.26 | $0.00 | $0.26 | $0.29 | $0.33 | $0.05 |
| 2023Detailed filing. Detailed filing data is available for this year. | $0.31 | $0.00 | $0.31 | $0.17 | $0.15 | $0.02 |
| 2022Detailed filing. Detailed filing data is available for this year. | $0.28 | $0.00 | $0.28 | $2.15 | $0.00 | $2.15 |
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 5, 2025
- Return Version
- 2024v5.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHAEL L PETERSON | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Michael L Peterson Foundation
- EIN
- 88-2856860
- Phone
- 3192661731
- Address
- 1710 ADAMS STREET, CEDAR FALLS, IA 50613
Signing Officer
- Name
- Michael Peterson
- Title
- Trustee
- Phone
- 3192661731
- Signed
- 2025-05-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Creative Planning Tax LLC
- Address
- 100 E PARK AVE STE 300, WATERLOO, IA 50703
- Preparer
- Kristin Lr Myers CPA
- Phone
- 3192346885
Raw XML Appendix298 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.
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| IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd | 0 | X |
| IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt | 0 | 0 |
| IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt | 0 | 326000 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt | 0 | 61021 |
| IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt | 0 | 61021 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt | 0 | 60245 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt | 0 | 326974 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt | 0 | 266729 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt | 0 | 60245 |
| IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt | 0 | 327750 |
| IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt | 0 | 266729 |
| IRS990PF/UndistributedIncomeGrp/Taxable1Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/Taxable2Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt | 0 | 326974 |
| IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt | 0 | 60245 |
| IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | 1 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm | 0 | MICHAEL PETERSON |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt | 0 | 1710 ADAMS STREET |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm | 0 | CEDAR FALLS |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd | 0 | IA |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd | 0 | 50613 |
| IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | 90000 |
| IRS990ScheduleB/GeneralRuleInd | 0 | X |
| IRS990ScheduleB/Organization501c3ExemptPFInd | 0 | X |
| TaxesSchedule/TaxesDetail/Amt | 0 | 5179 |
| TaxesSchedule/TaxesDetail/CategoryTxt | 0 | EXCISE TAX |
| TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt | 0 | 0 |
| TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL PETERSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3192661731 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MICHAEL L PETERSON FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MICH |
| ReturnHeader/Filer/EIN | 0 | 882856860 |
| ReturnHeader/Filer/PhoneNum | 0 | 3192661731 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1710 ADAMS STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CEDAR FALLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 50613 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 471019942 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CREATIVE PLANNING TAX LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 100 E PARK AVE STE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WATERLOO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 50703 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3192346885 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KRISTIN LR MYERS CPA |
| ReturnHeader/ReturnTs | 0 | 2025-05-07T09:21:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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