Civic Intelligence

Leon S Peters Foundation

990PF • Fiscal year 2018 • EIN 94-6064669

Dec 01, 2017 to Nov 30, 2018 • Filed on Sep 04, 2019

Organization Profile
6424 E ButlerFresno, CA 93727

(559) 251-3002

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

55th percentile

2.7%

Faster asset growth than 55% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$11,175,392

Up $293,933 (+2.7%) from 2017

Net Assets

Up

$11,175,392

Up $293,933 (+2.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin73rd percentile

Revenue

Up

$1,275,501

Up $608,489 (+91%) from 2017

Expenses

Down

$1,041,193

Down $140,202 (-12%) from 2017

Net Income

Up

$234,308

Up $748,691 (+146%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2018

Assets$11,175,392
Liabilities$0
Net Assets$11,175,392
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

2018

Revenue$1,275,501
Expenses$1,041,193
Net Income$234,308
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Sep 4, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

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

Filer Name
Leon S Peters Foundation
EIN
94-6064669
Phone
5592513002
Address
6424 E Butler, Fresno, CA 93727

Signing Officer

Name
Samuel K Peters
Title
President & CEO
Signed
2019-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams LLP Fresno
Address
265 E River Park Circle Suite 110, Fresno, CA 93720
Preparer
Janell L Attebery
Phone
5594322346
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10610060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10717459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10812099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10915942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11017057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11115121
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11419575
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11811803
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4at&t inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5b & g foods inc
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8bristol meyers squibb co
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10cisco systems inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11dte energy co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12exxon mobil corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13fidelity national financial inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14first tr mlp & energy income fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ford motor company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16gabelli global utility & income trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17gabelli healthcare & wellness trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18general electric company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19international business machines corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20international paper co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21johnson & johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22jpmorgan chase & co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23merck & co inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24metlife inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25microsoft corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26newmark group inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27oneok inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28pfizer inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29phillip morris international inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ppl corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31principal financial group inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32qualcomm inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33sempra energy
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43eaton corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44glaxosmithkline plc sponsored adr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45global x fds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46hsbc holdings plc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47john hancock hedged equity & income fund
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52spdr index shares fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53toronto-dominion bank
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54triton international
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55vanguard intl equity index fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56allianzgi div income & convertibel fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57nuveen tax-advantaged div growth fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58allianzgi nfj div & int fund
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65hannon armstrong sustainable infrastruct
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66iron mountain incorporated
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1109442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt240579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3150378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt475019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5128758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0blackstone group lp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1the carlyle group lp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ciner resources lp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3dcp midstream partners lp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4brookfield infrastructure partners lp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5brookfield renewable partners lp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0269840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt247560
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,175,392
Liabilities
$0
Net assets
$11,175,392
Revenue
$1,275,501
Expenses
$1,041,193
Net income
$234,308
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