Civic Intelligence

Circle of Service Foundation

EIN 36-4185939 • Chicago, IL

Pub. 78 Eligible

Refreshing map…

30 S Wacker Drive Suite 2500Chicago, IL 60606
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.10x

Higher debt load relative to revenue than 21% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

12th percentile

-15%

Higher net margin than 12% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

50th percentile

$270,433

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

$250M-$1B nonprofits • Source year 2022

Asset Growth

49th percentile

4.8%

Faster asset growth than 49% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2022 to 2024

Assets

Up

$591,975,965

Up $26,266,355 (+4.6%) from 2023

Liabilities

Down

$3,668,373

Down $789,893 (-18%) from 2023

Net Assets

Up

$588,307,592

Up $27,056,248 (+4.8%) from 2023

Revenue

Down

$35,546,858

Down $9,949,361 (-22%) from 2023

Expenses

Down

$40,704,046

Down $3,760,984 (-8.5%) from 2023

Net Income

Down

-$5,157,188

Down $6,188,377 (-600%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800M$600M$400M$200M$0Assets 2020: $600,837,758Liabilities 2020: $4,906,958Net Assets 2020: $595,930,8002020Assets 2021: $697,372,085Liabilities 2021: $8,608,039Net Assets 2021: $688,764,0462021Assets 2022: $539,006,294Liabilities 2022: $2,310,737Net Assets 2022: $536,695,5572022Assets 2023: $565,709,610Liabilities 2023: $4,458,266Net Assets 2023: $561,251,3442023Assets 2024: $591,975,965Liabilities 2024: $3,668,373Net Assets 2024: $588,307,5922024

Highlighted filing

2024

Assets$591,975,965
Liabilities$3,668,373
Net Assets$588,307,592

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2020: $33,849,206Expenses 2020: $38,642,597Net Income 2020: -$4,793,3912020Revenue 2021: $55,153,209Expenses 2021: $40,163,579Net Income 2021: $14,989,6302021Revenue 2022: $24,124,367Expenses 2022: $35,317,839Net Income 2022: -$11,193,4722022Revenue 2023: $45,496,219Expenses 2023: $44,465,030Net Income 2023: $1,031,1892023Revenue 2024: $35,546,858Expenses 2024: $40,704,046Net Income 2024: -$5,157,1882024

Highlighted filing

2024

Revenue$35,546,858
Expenses$40,704,046
Net Income-$5,157,188

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY MILLER RUBENFELDExecutive Vice PresidentFT$293,338$54,873$348,211
MICHAEL P KRASNYChairman Of The Board-$0--
ADAM J LEVINEPresident, Secretary, Treasurer & DirePT$0--
GARY KASHDirector-$0--
MICHELLE COLLINSDirector-$0--
ALAN PATZIKDirector-$0--
RABBI STEVEN STARK LOWENSTEINDirector-$0--
DANIEL JACOBSDirector-$0--
LIANNE JACOBSDirector-$0--
RON SONENTHALDirector-$0--
Filing and Contact Details

Filer

Filer Name
Circle of Service Foundation
EIN
36-4185939
Phone
3128971100
Address
30 S WACKER DRIVE SUITE 2500, CHICAGO, IL 60606

Signing Officer

Name
Adam Levine
Title
President
Phone
3128971100
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
111 S WACKER DR, CHICAGO, IL 60606
Preparer
Mark Bauters
Phone
3124861000
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DistributionFromCorpusElection/ElectionDesc0THE CIRCLE OF SERVICE FOUNDATION HEREBY ELECTS TO TREAT AS A CURRENT DISTRIBUTION OUT OF CORPUS AMOUNTS DISTRIBUTED IN PRIOR YEARS WHICH WERE TREATED AS DISTRIBUTIONS OUT OF CORPUS BUT WERE NOT AVAILED OF FOR ANY OTHER PURPOSE PURSUANT TO REG. SEC. 53-4942(A)-3(C)(2)(IV) AND TO DESIGNATE QUALIFYING DISTRIBUTIONS FOR 2006 AS BEING MADE OUT OF CORPUS PURSUANT TO REG. SEC. 53-4942(A)-3(D)(2).____________________________________ADAM LEVINE, PRESIDENT AND TREASURER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PEAK ROCK CAPITAL CREDIT FUND II-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MODERNE VENTURES CORE FUND III, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MAYFIELD XVII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MAYFIELD XVI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MAYFIELD XV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LUX VENTURES VIII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6LINZOR CAPITAL PARTNERS III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7LAV FUND VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8LAV FUND VI OPPORTUNITIES, LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10L SQUARED CAPITAL PARTNERS IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11HORSLEY BRIDGE X VENTURES LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12HORSLEY BRIDGE IX, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13HILDRED EQUITY PARTNERS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14GQG PARTNERS US SELECT QUALITY EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GQG PARTNERS INTERNATIONAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GLENDON OPPORTUNITIES FUND II FEEDER B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GGV DISCOVERY III, LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19GGV CAPITAL VII PLUS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20GGV CAPITAL VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21L SQUARED CAPITAL PARTNERS III LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GGV CAPITAL VI PLUS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23PEAK ROCK CAPITAL FUND II-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24PEAKSPAN CAPITAL GROWTH PARTNERS III, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25WYNNCHURCH CAPITAL PARTNERS IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26WHITEHAVEN CREDIT OPPORTUNITIES FUND, LTD.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37STEPSTONE VC BLOCKCHAIN I (CAYMAN), L.P.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39SHORELINE EQUITY PARTNERS FUND II, L.P.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73EMK CAPITAL PARTNERS II B LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84CLAYTON, DUBILIER & RICE FUND IX, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85CLAYTON, DUBILIER & RICE FEEDER FUND XII, LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87CD&R FRIENDS & FAMILY X ORANGE B
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd89FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt06808779
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt028718630
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01312
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt035528721
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt035528721
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0182975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0182975
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028877718
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0311698
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00

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