Civic Intelligence

Claire Rosen and Samuel Edes Foundation

990PF • Fiscal year 2023 • EIN 36-3514607

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 05, 2024

Organization Profile
CO Quarles 300 N Lasalle St Ste 400Chicago, IL 60654

(312) 952-2442

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-531%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-23%

Faster asset growth than 20% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

28%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$194,075

Down $56,377 (-23%) from 2022

Net Assets

Down

$194,075

Down $56,377 (-23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

Up

$10,530

Up $2,301 (+28%) from 2022

Expenses

Up

$66,484

Up $59,648 (+873%) from 2022

Net Income

Down

-$55,954

Down $57,347 (-4117%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$194,075
Liabilities$0
Net Assets$194,075
Open 2023 Filing

Operations Trend

Revenue Growth72nd 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

2023

Revenue$10,530
Expenses$66,484
Net Income-$55,954
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIK B EDESPres Treas Director-$0--
STEPHEN NETBURNVP Director-$0--
CHARLES S STARKSecretary Director-$0--
SARAH M LINSLEYAsst Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Claire Rosen & Samuel Edes Fdn
EIN
36-3514607
Address
CO QUARLES 300 N LASALLE ST STE 400, CHICAGO, IL 60654

Signing Officer

Name
Nik B Edes
Title
Pres Treas Director
Phone
3129522442
Signed
2024-08-05
Discuss with paid preparer
No

Preparer

Firm
Terry A Skworch
Address
305 Wyoma Lane, SCHAUMBURG, IL 60193
Preparer
Terry A Skworch
Phone
8479518143
Raw XML Appendix348 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/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FEEDING AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1605 THIRD STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012565
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019102
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019102
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0136011
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt047435
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt061267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027309
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047435
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0155113
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0107678
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0423
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX DIFFERENCES
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0111
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02212
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11165
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INSURANCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02212
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11165
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21050
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt057
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt057
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NIK B EDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES TREAS DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03129522442
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CLAIRE ROSEN & SAMUEL EDES FDN
ReturnHeader/Filer/BusinessNameControlTxt0CLAI
ReturnHeader/Filer/EIN0363514607
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO QUARLES 300 N LASALLE ST STE 400
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060654
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry A Skworch
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-09T09:33:11-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,075
Liabilities
$0
Net assets
$194,075
Revenue
$10,530
Expenses
$66,484
Net income
-$55,954
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