Civic Intelligence

Susan & Jerome Ettelson Fund

990PF • Fiscal year 2024 • EIN 36-6110603

Mar 01, 2023 to Feb 29, 2024 • Filed on May 22, 2024

Organization Profile
2440 North Lakeview AvenueChicago, IL 60614-2872

(312) 642-0006

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$351,268

Down $6,559 (-1.8%) from 2023

Net Assets

Down

$351,268

Down $6,559 (-1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Up

$93,791

Up $45,130 (+93%) from 2023

Expenses

Down

$100,350

Down $6,449 (-6.0%) from 2023

Net Income

Up

-$6,559

Up $51,579 (+89%) from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $445,374Liabilities 2014: $0Net Assets 2014: $445,3742014Assets 2015: $420,095Liabilities 2015: $0Net Assets 2015: $420,0952015Assets 2016: $388,608Liabilities 2016: $0Net Assets 2016: $388,6082016Assets 2017: $413,749Liabilities 2017: $0Net Assets 2017: $413,7492017Assets 2018: $430,616Liabilities 2018: $0Net Assets 2018: $430,6162018Assets 2019: $405,250Liabilities 2019: $0Net Assets 2019: $405,2502019Assets 2020: $393,306Liabilities 2020: $0Net Assets 2020: $393,3062020Assets 2021: $421,071Liabilities 2021: $0Net Assets 2021: $421,0712021Assets 2022: $415,965Liabilities 2022: $0Net Assets 2022: $415,9652022Assets 2023: $357,827Liabilities 2023: $0Net Assets 2023: $357,8272023Assets 2024: $351,268Liabilities 2024: $0Net Assets 2024: $351,2682024Assets 2025: $315,012Liabilities 2025: $0Net Assets 2025: $315,0122025

Highlighted filing

2024

Assets$351,268
Liabilities$0
Net Assets$351,268
Open 2024 Filing

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2014: $28,887Expenses 2014: $54,436Net Income 2014: -$25,5492014Revenue 2015: $32,406Expenses 2015: $57,685Net Income 2015: -$25,2792015Revenue 2016: $38,906Expenses 2016: $70,393Net Income 2016: -$31,4872016Revenue 2017: $64,119Expenses 2017: $38,978Net Income 2017: $25,1412017Revenue 2018: $63,124Expenses 2018: $46,257Net Income 2018: $16,8672018Revenue 2019: $38,736Expenses 2019: $64,102Net Income 2019: -$25,3662019Revenue 2020: $65,889Expenses 2020: $77,833Net Income 2020: -$11,9442020Revenue 2021: $116,171Expenses 2021: $88,406Net Income 2021: $27,7652021Revenue 2022: $80,236Expenses 2022: $85,342Net Income 2022: -$5,1062022Revenue 2023: $48,661Expenses 2023: $106,799Net Income 2023: -$58,1382023Revenue 2024: $93,791Expenses 2024: $100,350Net Income 2024: -$6,5592024Revenue 2025: $65,861Expenses 2025: $102,117Net Income 2025: -$36,2562025

Highlighted filing

2024

Revenue$93,791
Expenses$100,350
Net Income-$6,559
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2023 to Feb 29, 2024
Signed
May 22, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN S ETTELSONPresident-$0--
WILLIAM S ETTELSONSecretary-$0--
JOHN R ETTELSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Susan & Jerome Ettelson Fund
EIN
36-6110603
Address
2440 NORTH LAKEVIEW AVENUE, CHICAGO, IL 60614-2872

Signing Officer

Name
Susan S Ettelson
Title
President
Signed
2024-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 N MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Asher Mendelsberg
Phone
3126420006
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41MEDICAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt53EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt54EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt55EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt56EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt57EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt58EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt59EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt60EDUCATIONAL

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,268
Liabilities
$0
Net assets
$351,268
Revenue
$93,791
Expenses
$100,350
Net income
-$6,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.66$1.02$0.36
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.94$1.00$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.49$1.07$0.58
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.80$0.85$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.21$1.16$0.88$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.00$3.93$0.66$0.78$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.39$0.64$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$0.63$0.46$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.64$0.39$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$0.39$0.70$0.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.32$0.58$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.29$0.54$0.26