Civic Intelligence

Claire Rosen and Samuel Edes Foundation

990PF • Fiscal year 2022 • EIN 36-3514607

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 18, 2023

Organization Profile
300 N Lasalle Street 4000Chicago, IL 60654

(312) 952-2442

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

0.6%

Faster asset growth than 53% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-49%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$250,452

Up $1,393 (+0.6%) from 2021

Net Assets

Up

$250,452

Up $1,393 (+0.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin68th percentile

Revenue

Down

$8,229

Down $7,814 (-49%) from 2021

Expenses

Down

$6,836

Down $4,480 (-40%) from 2021

Net Income

Down

$1,393

Down $3,334 (-71%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2020: $244,332Liabilities 2020: $0Net Assets 2020: $244,3322020Assets 2021: $249,059Liabilities 2021: $0Net Assets 2021: $249,0592021Assets 2022: $250,452Liabilities 2022: $0Net Assets 2022: $250,4522022Assets 2023: $194,075Liabilities 2023: $0Net Assets 2023: $194,0752023Assets 2024: $162,785Liabilities 2024: $0Net Assets 2024: $162,7852024

Highlighted filing

2022

Assets$250,452
Liabilities$0
Net Assets$250,452
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50K-$100KRevenue 2020: -$4,215Expenses 2020: $81,277Net Income 2020: -$85,4922020Revenue 2021: $16,043Expenses 2021: $11,316Net Income 2021: $4,7272021Revenue 2022: $8,229Expenses 2022: $6,836Net Income 2022: $1,3932022Revenue 2023: $10,530Expenses 2023: $66,484Net Income 2023: -$55,9542023Revenue 2024: $29,916Expenses 2024: $59,212Net Income 2024: -$29,2962024

Highlighted filing

2022

Revenue$8,229
Expenses$6,836
Net Income$1,393
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 18, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIK B EDESPresident-$0--
STEPHEN NETBURNVice President-$0--
CHARLES S STARKDirector-$0--
SARAH M LINSLEYTreasurerdirector-$0--
Filing and Contact Details

Filer

Filer Name
The Claire Rosen & Samuel Edes Fdn
EIN
36-3514607
Address
300 N LASALLE STREET 4000, CHICAGO, IL 60654

Signing Officer

Name
Nik B Edes
Title
President
Phone
3129522442
Signed
2023-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Terry A Skworch
Address
305 Wyoma Lane, SCHAUMBURG, IL 60193
Preparer
Terry A Skworch
Phone
8479518143
Raw XML Appendix331 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02976
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt061267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0175255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09732
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0165523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0107678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt061267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019102
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02976
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0273201
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0282933
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0374
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0374
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02254
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11209
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INSURANCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11209
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02254
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0119
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0119
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NIK B EDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03129522442
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CLAIRE ROSEN & SAMUEL EDES FDN
ReturnHeader/Filer/BusinessNameControlTxt0CLAI
ReturnHeader/Filer/EIN0363514607
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 N LASALLE STREET 4000
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060654
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364434728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Terry A Skworch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 Wyoma Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHAUMBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060193
ReturnHeader/PreparerPersonGrp/PhoneNum08479518143
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry A Skworch
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-18T12:13:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NIK B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EDES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,452
Liabilities
$0
Net assets
$250,452
Revenue
$8,229
Expenses
$6,836
Net income
$1,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.30$0.59$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.11$0.66$0.56
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.08$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.16$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.04$0.81$0.85