Esper A Petersen Foundation

Grayslake, IL
Tax-exempt since May 1961
EIN: 36-6125570

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.12M (2024)

Expenses

$1.24M (2024)

Total Assets

$6.84M (2024)

Total Liabilities

$52.1k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,116,977

Expenses

$1,239,813

Net Income

-$122,836

Net Assets

$6,787,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,596	0.8%
Dividends	$357,975	32.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$741,050	59.8%
Compensation of Officers*	$15,000	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,839,449
Total Liabilities	$52,125
Net Assets	$6,787,324

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir/President)	$5,000	$0
Ann Petersen (Dir/Vp)	$5,000	$0
Esper A Petersen Iii (Director)	$2,000	$0
Stephanie Gullo (Secretary)	$1,000	$0
Jennifer Ashworth (Asst Secretary)	$1,000	$0
Adam Morley (Treasurer)	$1,000	$0

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990-PF

Filed on Feb. 1, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$904,059

Expenses

$983,459

Net Income

-$79,400

Net Assets

$6,910,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,989	1.1%
Dividends	$202,434	22.4%
Sales of Assets	$31,503	3.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$693,377	70.5%
Compensation of Officers*	$15,000	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,962,285
Total Liabilities	$52,125
Net Assets	$6,910,160

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir/President)	$5,000	$0
Ann Petersen (Dir/Vp)	$5,000	$0
Esper A Petersen Iii (Director)	$2,000	$0
Stephanie Gullo (Secretary)	$1,000	$0
Jennifer Ashworth (Asst Secretary)	$1,000	$0
Adam Morley (Treasurer)	$1,000	$0

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990-PF

Filed on Aug. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$793,073

Expenses

$1,040,989

Net Income

-$247,916

Net Assets

$6,989,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,462	0.2%
Dividends	$156,568	19.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$754,563	72.5%
Compensation of Officers*	$15,000	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,041,685
Total Liabilities	$52,125
Net Assets	$6,989,560

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir/President)	$5,000	$0
Ann Petersen (Dir/Vp)	$5,000	$0
Esper A Petersen Iii (Director)	$2,000	$0
Stephanie Gullo (Secretary)	$1,000	$0
Jennifer Ashworth (Asst Secretary)	$1,000	$0
Adam Morley (Treasurer)	$1,000	$0

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990-PF

Filed on June 22, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$868,567

Expenses

$899,770

Net Income

-$31,203

Net Assets

$7,237,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$218	0.0%
Dividends	$232,051	26.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$626,891	69.7%
Compensation of Officers*	$15,000	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,289,601
Total Liabilities	$52,125
Net Assets	$7,237,476

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir/President)	$5,000	$0
Ann Petersen (Dir/Exec Vp)	$5,000	$0
Esper A Petersen Iii (Director)	$2,000	$0
Stephanie Gullo (Secretary)	$1,000	$0
Jennifer Ashworth (Asst Secretary)	$1,000	$0
Adam Morley (Treasurer)	$1,000	$0

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990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$833,312

Expenses

$845,302

Net Income

-$11,990

Net Assets

$7,268,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,074	0.1%
Dividends	$167,951	20.2%
Sales of Assets	$28,514	3.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$569,557	67.4%
Compensation of Officers*	$16,000	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,323,725
Total Liabilities	$55,046
Net Assets	$7,268,679

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir/President)	$5,000	$0
Ann Petersen (Dir/Exec Vp)	$5,000	$0
Esper A Petersen Iii (Director)	$2,000	$0
Steve Warneke (Treasurer)	$1,000	$0
Stephanie Gullo (Secretary)	$1,000	$0
Jennifer Ashworth (Asst Secretary)	$1,000	$0
Adam Morley (Treasurer)	$1,000	$0

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990-PF

Filed on June 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$840,493

Expenses

$1,646,887

Net Income

-$806,394

Net Assets

$7,280,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,829	1.2%
Dividends	$220,980	26.3%
Sales of Assets	$185	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,322,063	80.3%
Compensation of Officers*	$15,000	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,331,216
Total Liabilities	$50,547
Net Assets	$7,280,669

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir/President)	$5,000	$0
Ann Petersen (Dir/Exec Vp)	$5,000	$0
Esper A Petersen Iii (Director)	$2,000	$0
Steven Warneke (Treasurer)	$1,000	$0
Stephanie Gullo (Secretary)	$1,000	$0
Ann Marie Wolf (Asst Secretary)	$1,000	$0

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990-PF

Filed on June 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$2,413,817

Expenses

$785,340

Net Income

$1,628,477

Net Assets

$8,077,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,699	0.1%
Dividends	$201,818	8.4%
Sales of Assets	$1,627,262	67.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$455,811	58.0%
Compensation of Officers*	$13,000	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,131,970
Total Liabilities	$54,907
Net Assets	$8,077,063

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir/President)	$4,000	$0
Ann Petersen (Dir/Exec Vp)	$4,000	$0
Esper A Petersen Iii (Director)	$2,000	$0
Steven Warneke (Treasurer)	$1,000	$0
Stephanie Gullo (Secretary)	$1,000	$0
Ann Marie Wolf (Asst Secretary)	$1,000	$0

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990-PF

Filed on July 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$762,374

Expenses

$712,864

Net Income

$49,510

Net Assets

$5,650,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$144	0.0%
Dividends	$178,039	23.4%
Sales of Assets	$36	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$461,817	64.8%
Compensation of Officers*	$10,000	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,698,065
Total Liabilities	$47,985
Net Assets	$5,650,080

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir/President)	$5,000	$0
Ann Petersen (Dir/Vp, Treas)	$5,000	$0
Leslie Pam (Dir/Secretary)	$0	$0

990-PF

Filed on April 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$690,247

Expenses

$639,675

Net Income

$50,572

Net Assets

$5,600,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,000	1.7%
Interest Revenue	$27	0.0%
Dividends	$130,797	18.9%
Sales of Assets	-$10
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$378,529	59.2%
Compensation of Officers*	$15,000	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,655,355
Total Liabilities	$54,785
Net Assets	$5,600,570

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir/President)	$5,000	$0
Ann Petersen (Dir/Vp, Treas)	$5,000	$0
Leslie Pam (Dir/Secretary)	$5,000	$0

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$732,937

Expenses

$615,454

Net Income

$117,483

Net Assets

$5,549,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,436	2.5%
Dividends	$137,447	18.8%
Sales of Assets	-$1,184
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$335,310	54.5%
Compensation of Officers*	$4,000	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,617,230
Total Liabilities	$67,232
Net Assets	$5,549,998

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir, Pres/Treas)	$1,000	$0
Ann Petersen (Dir, Vp)	$1,000	$0
Daniel Winkowski (Secretary)	$1,000	$0
Leslie Pam (Dir/Asst Secr)	$1,000	$0

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990-PF

Filed on May 27, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$810,077

Expenses

$1,072,608

Net Income

-$262,531

Net Assets

$5,432,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,952	2.3%
Dividends	$158,231	19.5%
Sales of Assets	$100,623	12.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$732,990	68.3%
Compensation of Officers*	$4,000	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,486,802
Total Liabilities	$54,287
Net Assets	$5,432,515

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir, Pres/Treas)	$1,000	$0
Ann Petersen (Dir, Vp)	$1,000	$0
Daniel Winkowski (Secretary)	$1,000	$0
Leslie Pam (Dir/Asst Secr)	$1,000	$0

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990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2013

Revenue

$934,861

Expenses

$1,362,805

Net Income

-$427,944

Net Assets

$5,407,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,228	2.3%
Dividends	$145,234	15.5%
Sales of Assets	$254,701	27.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,032,371	75.8%
Compensation of Officers*	$4,000	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,466,046
Total Liabilities	$58,200
Net Assets	$5,407,846

Compensation

Key Employees and Officers	Compensation	Other
Esper A Petersen (Dir, Pres/Treas)	$1,000	$0
Ann Petersen (Dir, Vp)	$1,000	$0
Daniel Winkowski (Secretary)	$1,000	$0
Leslie Pam (Dir/Asst Secr)	$1,000	$0

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990-PF

Filed on June 3, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$565,769

Expenses

$497,161

Net Income

$68,608

Net Assets

$5,835,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,499	2.9%
Dividends	$144,188	25.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$227,508	45.8%
Compensation of Officers*	$3,000	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,885,448
Total Liabilities	$49,658
Net Assets	$5,835,790

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$517,840

Expenses

$466,108

Net Income

$51,732

Net Assets

$5,767,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,959	3.7%
Dividends	$144,289	27.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,464	46.0%
Compensation of Officers*	$3,000	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,798,062
Total Liabilities	$30,880
Net Assets	$5,767,182

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Esper A Petersen Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.12M (2024)

Expenses $1.24M (2024)

Total Assets $6.84M (2024)

Total Liabilities $52.1k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$1.12M (2024)

Expenses

$1.24M (2024)

Total Assets

$6.84M (2024)

Total Liabilities

$52.1k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

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2003

Fiscal Year Ending Dec.
2002