Civic Intelligence

Franklin Square Foundation

990PF • Fiscal year 2021 • EIN 01-0746539

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
1501 Hinman Ave 5BEvanston, IL 60201

(215) 587-0119

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

66th percentile

26%

Higher net margin than 66% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

4.5%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

2.2%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,069,093

Up $89,368 (+4.5%) from 2020

Net Assets

Up

$2,069,093

Up $89,368 (+4.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin66th percentile

Revenue

Up

$348,470

Up $7,358 (+2.2%) from 2020

Expenses

Down

$259,102

Down $14,210 (-5.2%) from 2020

Net Income

Up

$89,368

Up $21,568 (+32%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,607,422Liabilities 2010: $0Net Assets 2010: $1,607,4222010Assets 2011: $1,544,174Liabilities 2011: $0Net Assets 2011: $1,544,1742011Assets 2012: $1,529,674Liabilities 2012: $0Net Assets 2012: $1,529,6742012Assets 2013: $1,542,817Liabilities 2013: $0Net Assets 2013: $1,542,8172013Assets 2014: $1,596,761Liabilities 2014: $0Net Assets 2014: $1,596,7612014Assets 2015: $1,615,198Liabilities 2015: $0Net Assets 2015: $1,615,1982015Assets 2016: $1,616,884Liabilities 2016: $0Net Assets 2016: $1,616,8842016Assets 2017: $1,774,358Liabilities 2017: $0Net Assets 2017: $1,774,3582017Assets 2018: $1,765,197Liabilities 2018: $0Net Assets 2018: $1,765,1972018Assets 2019: $1,911,925Liabilities 2019: $0Net Assets 2019: $1,911,9252019Assets 2020: $1,979,725Liabilities 2020: $0Net Assets 2020: $1,979,7252020Assets 2021: $2,069,093Liabilities 2021: $0Net Assets 2021: $2,069,0932021Assets 2022: $2,036,228Liabilities 2022: $0Net Assets 2022: $2,036,2282022Assets 2023: $1,938,029Liabilities 2023: $0Net Assets 2023: $1,938,0292023Assets 2024: $2,171,451Liabilities 2024: $0Net Assets 2024: $2,171,4512024

Highlighted filing

2021

Assets$2,069,093
Liabilities$0
Net Assets$2,069,093
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $155,7012010Expenses 2011: $200,4252011Expenses 2012: $158,2822012Revenue 2013: $163,279Expenses 2013: $149,396Net Income 2013: $13,8832013Revenue 2014: $204,242Expenses 2014: $149,251Net Income 2014: $54,9912014Revenue 2015: $201,347Expenses 2015: $180,177Net Income 2015: $21,1702015Revenue 2016: $164,397Expenses 2016: $159,730Net Income 2016: $4,6672016Revenue 2017: $323,135Expenses 2017: $165,661Net Income 2017: $157,4742017Revenue 2018: $243,347Expenses 2018: $251,064Net Income 2018: -$7,7172018Revenue 2019: $406,799Expenses 2019: $258,109Net Income 2019: $148,6902019Revenue 2020: $341,112Expenses 2020: $273,312Net Income 2020: $67,8002020Revenue 2021: $348,470Expenses 2021: $259,102Net Income 2021: $89,3682021Revenue 2022: $186,838Expenses 2022: $219,703Net Income 2022: -$32,8652022Revenue 2023: $123,954Expenses 2023: $222,153Net Income 2023: -$98,1992023Revenue 2024: $475,296Expenses 2024: $241,874Net Income 2024: $233,4222024

Highlighted filing

2021

Revenue$348,470
Expenses$259,102
Net Income$89,368
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE QUERNDirector-$0--
SUSANNAH QUERN PRATTDirector-$0--
MARGARET QUERN ATKINSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Franklin Square Foundation
EIN
01-0746539
Address
1501 HINMAN AVE 5B, EVANSTON, IL 60201

Signing Officer

Name
Jacqueline Quern
Title
Director
Signed
2022-05-12

Preparer

Firm
Schubert Gallagher Tyler & Mulcahey
Address
121 SOUTH BROAD ST 20TH FLOOR, PHILADELPHIA, PA 19107
Preparer
KATHLEEN M O'CONNELL
Phone
2155870119
Raw XML AppendixShowing 400 of 609 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03 M COMPANY - 175 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13 M COMPANY - 175 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AUTO DATA PROCESSING - 150 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3COLGATE PALMOLIVE - 40 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COLGATE-PALMOLIVE - 160 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COLGATE-PALMOLIVE CO - 400 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18NIKE - 150 SHS (JQ SPIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NIKE - 150 SHS (JQ)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NIKE - 0 SHS (JQ)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WALT DISNEY CO - 250 SHS (JQ)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD DIV GROWTH - 1571 SHS (JQ)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02069093
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0199608
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0199608
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0199608
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01329
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01329
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0253650
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0233847
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0938401
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01674055
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02056903
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01979725
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02069093
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0161191
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0161191
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01979725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02069093
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03156495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01979725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02069093
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01979725
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02069093
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0317160
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0874857
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061199
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02887930
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0200937
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04018748
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04079947
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARGARET QUERN ATKINS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16532 N NEWGUARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21 MORGAN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EVANSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALMYRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160626
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd208065
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0240000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0240000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME USED TO FUND GRANTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME USED TO FUND GRANTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2GAINS ON SALES OF ASSETS USED TO FUND GRANTS
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JACQUELINE QUERN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02245 CENTRAL PARK AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EVANSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08474916763
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,069,093
Liabilities
$0
Net assets
$2,069,093
Revenue
$348,470
Expenses
$259,102
Net income
$89,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.48$0.24$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.12$0.22$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.19$0.22$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.35$0.26$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.34$0.27$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.41$0.26$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.24$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.32$0.17$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.16$0.16$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.20$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.20$0.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.16$0.15$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.20
2010Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.16