Civic Intelligence

Leon S Peters Foundation

990PF • Fiscal year 2019 • EIN 94-6064669

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 04, 2020

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

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

17th percentile

-3.8%

Faster asset growth than 17% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$10,747,456

Down $427,936 (-3.8%) from 2018

Net Assets

Down

$10,747,456

Down $427,936 (-3.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin12th percentile

Revenue

Down

$1,101,219

Down $174,282 (-14%) from 2018

Expenses

Up

$1,427,517

Up $386,324 (+37%) from 2018

Net Income

Down

-$326,298

Down $560,606 (-239%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$10,747,456
Liabilities$0
Net Assets$10,747,456
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$1,101,219
Expenses$1,427,517
Net Income-$326,298
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 4, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay21st 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
Ken Peters
Title
President & CEO
Phone
5592513002
Signed
2020-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
265 E RIVER PARK CIRCLE STE 110, FRESNO, CA 93720
Preparer
Shad R Winters
Phone
5593895700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BARON INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BGC PARTNERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BIO-RAD LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BLACKROCK TCP CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BLACKSTONE MORTGAGE TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BORG WARNER AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BRISTOL MEYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CBS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CENTERPOINT ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHENIERE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CHEVRON CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CIT GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CITIGROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CONCHO RESROUCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CROWN CASTLE INTERNATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DELTA AIR LINES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EATON CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EQUITRANS MIDSTREAM CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FIDELITY NATIONAL FINANCIAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FIRST TRUST EXCHANGE TRADED FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53FISERV INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GABELLI GLOBAL UTILITY & INCOME TRUST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58GENERAL MOTORS COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GLAXOSMITHKLINE PLC SPONSORED ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MACQUARIE GBL INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MEDICAL PROPERTIES TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MERCK & CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NEWMARK GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82NUVEEN TAX-ADVANTAGED DIV GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83OMEGA HEALTHCARE INVESTORS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ORACLE CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PHILLIP MORRIS INTERNATIONAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PRINCIPAL FINANCIAL GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93RENAISSANCERE HOLDINGS LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SEMPRA ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SPDR S&P DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SPIRIT REALTY CAPITAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102TERADYNE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104TRINITY INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TRITON INTERNATIONAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VANGUARD INTL EQUITY INDEX FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118NORTONLIFELOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119QUEST DIAGNOSTICS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120MELLANOX TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121SEAGATE TECHNOLOG PLC
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,747,456
Liabilities
$0
Net assets
$10,747,456
Revenue
$1,101,219
Expenses
$1,427,517
Net income
-$326,298
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