Civic Intelligence

Leon S Peters Foundation

990PF • Fiscal year 2014 • EIN 94-6064669

Dec 01, 2013 to Nov 30, 2014 • Filed on Mar 31, 2015

6424 E Butler93727

(559) 251-3002

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

56th percentile

6.3%

Higher net margin than 56% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

39th percentile

0.6%

Faster asset growth than 39% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$13,205,242

Up $78,999 (+0.6%) from 2013

Net Assets

Up

$13,205,242

Up $78,999 (+0.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$1,258,888

No earlier filing loaded for comparison.

Expenses

Down

$1,179,889

Down $14,502 (-1.2%) from 2013

Net Income

$78,999

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $13,627,024Liabilities 2010: $0Net Assets 2010: $13,627,0242010Assets 2011: $13,428,009Liabilities 2011: $0Net Assets 2011: $13,428,0092011Assets 2012: $13,312,612Liabilities 2012: $0Net Assets 2012: $13,312,6122012Assets 2013: $13,126,243Liabilities 2013: $0Net Assets 2013: $13,126,2432013Assets 2014: $13,205,242Liabilities 2014: $0Net Assets 2014: $13,205,2422014Assets 2015: $12,226,018Liabilities 2015: $0Net Assets 2015: $12,226,0182015Assets 2016: $11,752,150Liabilities 2016: $0Net Assets 2016: $11,752,1502016Assets 2017: $10,881,459Liabilities 2017: $0Net Assets 2017: $10,881,4592017Assets 2018: $11,175,392Liabilities 2018: $0Net Assets 2018: $11,175,3922018Assets 2019: $10,747,456Liabilities 2019: $0Net Assets 2019: $10,747,4562019Assets 2020: $10,369,136Liabilities 2020: $0Net Assets 2020: $10,369,1362020Assets 2021: $9,503,619Liabilities 2021: $0Net Assets 2021: $9,503,6192021Assets 2022: $8,623,577Liabilities 2022: $0Net Assets 2022: $8,623,5772022Assets 2023: $8,129,223Liabilities 2023: $0Net Assets 2023: $8,129,2232023Assets 2024: $7,598,256Liabilities 2024: $0Net Assets 2024: $7,598,2562024

Highlighted filing

2014

Assets$13,205,242
Liabilities$0
Net Assets$13,205,242

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $919,0142010Expenses 2011: $879,6612011Expenses 2012: $1,066,8422012Expenses 2013: $1,194,3912013Revenue 2014: $1,258,888Expenses 2014: $1,179,889Net Income 2014: $78,9992014Revenue 2015: $163,950Expenses 2015: $1,143,174Net Income 2015: -$979,2242015Revenue 2016: $642,534Expenses 2016: $1,116,402Net Income 2016: -$473,8682016Revenue 2017: $667,012Expenses 2017: $1,181,395Net Income 2017: -$514,3832017Revenue 2018: $1,275,501Expenses 2018: $1,041,193Net Income 2018: $234,3082018Revenue 2019: $1,101,219Expenses 2019: $1,427,517Net Income 2019: -$326,2982019Revenue 2020: $737,594Expenses 2020: $1,130,829Net Income 2020: -$393,2352020Revenue 2021: $576,605Expenses 2021: $1,329,902Net Income 2021: -$753,2972021Revenue 2022: $537,171Expenses 2022: $1,383,669Net Income 2022: -$846,4982022Revenue 2023: $928,494Expenses 2023: $1,382,336Net Income 2023: -$453,8422023Revenue 2024: $656,237Expenses 2024: $1,118,223Net Income 2024: -$461,9862024

Highlighted filing

2014

Revenue$1,258,888
Expenses$1,179,889
Net Income$78,999
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Mar 31, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samuel K PetersPresident & CEO-$0--
Craig ApreganDirector-$0--
David PetersDirector-$0--
Ron PetersCFO-$0--
Janice ChitjianSecretary-$0--
Edward J HashimDirector-$0--
Mark RuofVice President-$0--
Filing and Contact Details

Filer

EIN
94-6064669
Phone
5592513002

Signing Officer

Name
Samuel K Peters
Title
President
Signed
2015-03-31
Discuss with paid preparer
Yes

Preparer

Preparer
Edward J Hashim
Phone
5594322346
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7591260
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77232300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78133822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7966800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8082400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81139250
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85124566
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8855260
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt90132240
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt97134400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt99114660
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1037709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10416881
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10910691
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CHEVRON TEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DTE ENERGY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FORD MOTOR CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PG&E CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11WISCONSIN ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CA INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14HARTFORD FIN SERS GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15INGERSOLL RAND CO CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JP MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17RAYTHEON CO (NEW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VIACOM INC B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LOEWS CORP DELAWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SANOFI AVENTIS ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PHILLIP MORRIS INTL INC (ALTRIA GROUP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ANGLOGOLD ASHANTI LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27METLIFE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NRG ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TALISMAN ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CVS CAREMARK CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CANADIAN NATURAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36UNUM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GENERAL MOTORS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ENERGY TRANSFER PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ENBRIDGE ENERGY PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NUVEEN TA-ADVANTAGED DIV GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SEADRILL LIMITED SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GENERAL MOTORS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TEVA PHARMACEUTICAL INDUSTRIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48AMETEK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ARES CAPITAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50BOARDWALK PIPELINE PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51BREITBURN ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CRESTWOOD MIDSTREAM PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54EXTERRAN PARTNERS LP COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55FIRST TR MLP & ENERGY INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LINN ENERGY LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MARTIN MIDSTREAM PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59AMERICAN INTERNATIONAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61AT&T CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ALLIANZGI NFJ DIVID INT & PREM STRAT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PHILLIPS 66 COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AGRIUM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65METRO AG ORD DEM 5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NORWEGIAN CRUISE LINE HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67BUCKEYE PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68E I DU PONT DE NEMOURS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69GOLUB CAP BDC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70HOLLYFRONTIER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71KAYNE ANDERSON MLP INVT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LINN CO LLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MEMORIAL PRODUCTION PARTNERS LP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TCP CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75CAPITAL PRODUCTS PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ATLAS RESOURCE PARTNERS LP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77GOVERNMENT PROPERTIES INCOME TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SPIRIT REALTY CAPITAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80THL CR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81APOLLO INVESTMENT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ARLINGTON ASSET INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CALUMET SPECIALTY PRODS PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84COMPRESSO PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85CUSHING ROYALTY & INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86DCP MAINSTREAM PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87EV ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88FIFTH STREET FINANCE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89HI CRUSH PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90MARKWEST ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ONEOK PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92PROSPECT CAPITAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TAL INTERNATIONAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94JOHN HANCOCK HEDGED EQUITY & INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95AMERICAN CAPITAL AGENCY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96DIGITAL REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97FIVE OAKS INVESTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98HCP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99HEALTH CARE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100OMEGA HEALTHCARE INVESTORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104HILTON WORLDWIDE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105INTERPUBLIC GROUP OF COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107PNC FINANCIAL SERVICES GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109TERADYNE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110ZIONS BANCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111COPA HOLDINGS A
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01258888
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04645
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.66$1.12$0.46
2023Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.93$1.38$0.45
2022Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.54$1.38$0.85
2021Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.58$1.33$0.75
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.74$1.13$0.39
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.10$1.43$0.33
2018Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.28$1.04$0.23
2017Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.67$1.18$0.51
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.64$1.12$0.47
2015Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.16$1.14$0.98
2014Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.26$1.18$0.08
2013Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.19
2012Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.07
2011Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.88
2010Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.92