Civic Intelligence

Square One Foundation

990PF • Fiscal year 2015 • EIN 36-6068835

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 17, 2016

Organization Profile
701 W Erie StreetChicago, IL 60654

(312) 666-5500

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-15%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$48,668,569

Down $878,883 (-1.8%) from 2014

Net Assets

Down

$48,668,569

Down $878,883 (-1.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin86th percentile

Revenue

Down

$7,492,698

Down $1,345,148 (-15%) from 2014

Expenses

Up

$4,327,966

Up $618,084 (+17%) from 2014

Net Income

Down

$3,164,732

Down $1,963,232 (-38%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$100M$50M$0Assets 2012: $38,222,262Liabilities 2012: $0Net Assets 2012: $38,222,2622012Assets 2013: $45,854,528Liabilities 2013: $0Net Assets 2013: $45,854,5282013Assets 2014: $49,547,452Liabilities 2014: $0Net Assets 2014: $49,547,4522014Assets 2015: $48,668,569Liabilities 2015: $0Net Assets 2015: $48,668,5692015Assets 2016: $54,057,251Liabilities 2016: $0Net Assets 2016: $54,057,2512016Assets 2018: $59,826,304Liabilities 2018: $0Net Assets 2018: $59,826,3042018Assets 2019: $66,954,157Liabilities 2019: $0Net Assets 2019: $66,954,1572019Assets 2020: $75,746,863Liabilities 2020: $0Net Assets 2020: $75,746,8632020Assets 2021: $86,701,458Liabilities 2021: $0Net Assets 2021: $86,701,4582021Assets 2022: $89,757,341Liabilities 2022: $0Net Assets 2022: $89,757,3412022Assets 2023: $94,180,706Liabilities 2023: $0Net Assets 2023: $94,180,7062023Assets 2024: $76,454,986Liabilities 2024: $1,490,000Net Assets 2024: $74,964,9862024

Highlighted filing

2015

Assets$48,668,569
Liabilities$0
Net Assets$48,668,569
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$20M$15M$10M$5.0M$0Expenses 2012: $1,432,9582012Revenue 2013: $7,040,989Expenses 2013: $3,351,291Net Income 2013: $3,689,6982013Revenue 2014: $8,837,846Expenses 2014: $3,709,882Net Income 2014: $5,127,9642014Revenue 2015: $7,492,698Expenses 2015: $4,327,966Net Income 2015: $3,164,7322015Revenue 2016: $6,716,989Expenses 2016: $4,004,826Net Income 2016: $2,712,1632016Revenue 2018: $6,647,517Expenses 2018: $1,866,009Net Income 2018: $4,781,5082018Revenue 2019: $8,727,255Expenses 2019: $1,599,402Net Income 2019: $7,127,8532019Revenue 2020: $10,714,206Expenses 2020: $1,921,500Net Income 2020: $8,792,7062020Revenue 2021: $15,674,257Expenses 2021: $3,754,323Net Income 2021: $11,919,9342021Revenue 2022: $9,511,569Expenses 2022: $6,455,686Net Income 2022: $3,055,8832022Revenue 2023: $11,122,397Expenses 2023: $6,978,054Net Income 2023: $4,144,3432023Revenue 2024: $16,078,065Expenses 2024: $9,381,955Net Income 2024: $6,696,1102024

Highlighted filing

2015

Revenue$7,492,698
Expenses$4,327,966
Net Income$3,164,732
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 17, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PRISCILLA KERSTENPresident-$0--
SUSAN GOLDENBERGAssistant Se-$0--
STEVEN A KERSTENSecretary, T-$0--
Filing and Contact Details

Filer

Filer Name
Square One Foundation
EIN
36-6068835
Phone
3126665500
Address
701 W ERIE STREET, CHICAGO, IL 60654

Signing Officer

Name
Priscilla Kersten
Title
President
Phone
3126665500
Signed
2016-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Gray Hunter Stenn Llp
Address
1200 HARGER RD SUITE 521, OAK BROOK, IL 60523-1819
Preparer
Charles M Arbetter
Phone
6305714900
Raw XML Appendix351 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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02626425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02643865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02914860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02685489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0818542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0841385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02333491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.063103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.067984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.024002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.029936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.087067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt017440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt048263893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt046192172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt039501838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt034103542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt028106462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt026801192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03243082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.272092
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03225642
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03243082
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt017440
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03243082
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PRISCILLA KERSTEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0701 W ERIE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060654
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03126665500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03243082
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060610
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03243082
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02395755
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02395755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0635067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0223147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01705541
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0847327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0635067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0223147
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03243082
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0847327
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01705541
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0858214
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEVEN KERSTEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0701 W ERIE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060654
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04043615
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES - SEE ATTACHED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NON-DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0560917
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt119364
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0560917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119364
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2701
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0205865
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0205865
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15761
TaxesSchedule/TaxesDetail/Amt0367773
TaxesSchedule/TaxesDetail/Amt129973
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL AND ILLINOIS TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029973
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PRISCILLA KERSTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126665500
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SQUARE ONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SQUA
ReturnHeader/Filer/EIN0366068835
ReturnHeader/Filer/PhoneNum03126665500
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 W ERIE STREET
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060654
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363077757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY HUNTER STENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 HARGER RD SUITE 521
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605231819
ReturnHeader/PreparerPersonGrp/PhoneNum06305714900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES M ARBETTER
ReturnHeader/ReturnTs02016-10-07T09:35:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,668,569
Liabilities
$0
Net assets
$48,668,569
Revenue
$7,492,698
Expenses
$4,327,966
Net income
$3,164,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.5$1.49$75.0$16.1$9.38$6.70
2023Detailed filing. Detailed filing data is available for this year.$94.2$0.00$94.2$11.1$6.98$4.14
2022Detailed filing. Detailed filing data is available for this year.$89.8$0.00$89.8$9.51$6.46$3.06
2021Detailed filing. Detailed filing data is available for this year.$86.7$0.00$86.7$15.7$3.75$11.9
2020Detailed filing. Detailed filing data is available for this year.$75.7$0.00$75.7$10.7$1.92$8.79
2019Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$8.73$1.60$7.13
2018Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$6.65$1.87$4.78
2016Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$6.72$4.00$2.71
2015Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$7.49$4.33$3.16
2014Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$8.84$3.71$5.13
2013Detailed filing. Detailed filing data is available for this year.$45.9$0.00$45.9$7.04$3.35$3.69
2012Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$1.43