Civic Intelligence

Square One Foundation

990T • Fiscal year 2023 • EIN 36-6068835

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
701 W Erie StChicago, IL 60654

(312) 666-5500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$76,454,986
Liabilities$1,490,000
Net Assets$74,964,986
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$16,078,065
Expenses$9,381,955
Net Income$6,696,110
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Square One Foundation
EIN
36-6068835
In Care Of
% PRISCILLA KERSTEN
Phone
3126665500
Address
701 W Erie St, Chicago, IL 60654

Signing Officer

Name
Priscilla Kersten
Title
President
Phone
3129619170
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
71 S WACKER DR STE 2600, Chicago, IL 60606
Preparer
Paige Goepfert
Phone
3123573950
Raw XML Appendix72 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.

Path#Value
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IRS1120ScheduleD/CapitalGainNetIncomeAmt0215943
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/NetCapitalGainAmt0215943
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0215943
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PRISCILLA KERSTEN
IRS990T/BooksInCareOfDetail/PhoneNum03126665500
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 W ERIE ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0chicago
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd060654
IRS990T/BookValueAssetsEOYAmt094180706
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt014781
IRS990T/OverpaymentSection/OverpaymentAmt014781
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0270841
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990T/PriorYearOverpaymentCreditAmt014781
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-89750
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-89750
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-89750
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0FLOW THROUGH PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-89750
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-89750
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt014781
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Priscilla Kersten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03129619170
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Square One Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SQUA
ReturnHeader/Filer/EIN0366068835
ReturnHeader/Filer/InCareOfNm0% PRISCILLA KERSTEN
ReturnHeader/Filer/PhoneNum03126665500
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 W Erie St
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060654
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andersen Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt071 S WACKER DR STE 2600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123573950
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paige Goepfert
ReturnHeader/ReturnTs02024-11-14T14:39:00-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
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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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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