Civic Intelligence

Square One Foundation C/O Ira Bergman CPA

990PF • Fiscal year 2017 • EIN 43-1553126

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 24, 2017

6 Cityplace Drive No 900St Louis, MO 63141

(314) 687-2323

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$309,524

Up $10,852 (+3.6%) from 2016

Net Assets

Up

$309,524

Up $10,852 (+3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Down

$13,985

Down $821 (-5.5%) from 2016

Expenses

Down

$3,133

Down $26,041 (-89%) from 2016

Net Income

Up

$10,852

Up $25,220 (+176%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $325,220Liabilities 2011: $0Net Assets 2011: $325,2202011Assets 2012: $315,277Liabilities 2012: $0Net Assets 2012: $315,2772012Assets 2013: $317,469Liabilities 2013: $0Net Assets 2013: $317,4692013Assets 2014: $287,096Liabilities 2014: $0Net Assets 2014: $287,0962014Assets 2015: $313,040Liabilities 2015: $0Net Assets 2015: $313,0402015Assets 2016: $298,672Liabilities 2016: $0Net Assets 2016: $298,6722016Assets 2017: $309,524Liabilities 2017: $0Net Assets 2017: $309,5242017Assets 2018: $327,773Liabilities 2018: $26,119Net Assets 2018: $301,6542018Assets 2019: $320,679Liabilities 2019: $0Net Assets 2019: $320,6792019Assets 2020: $305,497Liabilities 2020: $228Net Assets 2020: $305,2692020Assets 2021: $297,383Liabilities 2021: $0Net Assets 2021: $297,3832021Assets 2022: $312,138Liabilities 2022: $0Net Assets 2022: $312,1382022Assets 2023: $275,449Liabilities 2023: $12023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2017

Assets$309,524
Liabilities$0
Net Assets$309,524

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $3,1612011Expenses 2012: $46,0062012Expenses 2013: $10,1332013Revenue 2014: $13,047Expenses 2014: $43,420Net Income 2014: -$30,3732014Revenue 2015: $29,186Expenses 2015: $3,242Net Income 2015: $25,9442015Revenue 2016: $14,806Expenses 2016: $29,174Net Income 2016: -$14,3682016Revenue 2017: $13,985Expenses 2017: $3,133Net Income 2017: $10,8522017Revenue 2018: $24,590Expenses 2018: $32,460Net Income 2018: -$7,8702018Revenue 2019: $22,885Expenses 2019: $3,860Net Income 2019: $19,0252019Revenue 2020: $12,507Expenses 2020: $27,917Net Income 2020: -$15,4102020Revenue 2021: $40,439Expenses 2021: $48,325Net Income 2021: -$7,8862021Revenue 2022: $21,981Expenses 2022: $7,226Net Income 2022: $14,7552022Revenue 2023: $17,260Expenses 2023: $53,949Net Income 2023: -$36,6892023Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2017

Revenue$13,985
Expenses$3,133
Net Income$10,852
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 24, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL EVANS PETZALLPresident-$0--
TULIA HAMILTONVice President-$0--
NICHOLE DEALSecretary-$0--
JULIE SIMPHERTreasurer-$0--
MARY SCHOOLMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Square One Foundation
EIN
43-1553126
Phone
3146872323
Address
6 CITYPLACE DRIVE NO 900, ST LOUIS, MO 63141

Signing Officer

Name
Jill Evans Petzall
Title
President
Phone
3146872323
Signed
2017-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Brown Smith Wallace Llp
Address
6 CITYPLACE DRIVE SUITE 900, ST LOUIS, MO 63141
Preparer
Jennifer M Vacha
Phone
3149831200
Raw XML Appendix350 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JILL EVANS PETZALL
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06 CITYPLACE DRIVE NO 900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063141
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum03146872323
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SQUARE ONE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03146872323
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0139 NORTH BEMISTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CLAYTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd063105
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO MISSOURI AND SOUTHERN ILLINOIS NOT-FOR-PROFIT ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024759
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015958
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09182
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026786
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044769
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060727
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02951
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02951
TaxesSchedule/TaxesDetail/Amt0118
TaxesSchedule/TaxesDetail/Amt116
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES & LICENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL EVANS PETZALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03146872323
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SQUARE ONE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O IRA BERGMAN CPA
ReturnHeader/Filer/BusinessNameControlTxt0SQUA
ReturnHeader/Filer/EIN0431553126
ReturnHeader/Filer/PhoneNum03146872323
ReturnHeader/Filer/USAddress/AddressLine1Txt06 CITYPLACE DRIVE NO 900
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063141
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId077EDE9A8D9F446F82C092062FB963E7B4E617F63
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C677FE2491E114819CAF2A349F82A235FD623785
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.119.121.196
ReturnHeader/FilingSecurityInformation/IPDt02017-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:46:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431001367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN SMITH WALLACE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 CITYPLACE DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03149831200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER M VACHA
ReturnHeader/ReturnTs02017-10-04T13:06:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Summary only. Only limited summary data is available for this year.$2.75$0.00$0.17$0.54$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.22$0.07$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.40$0.48$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$0.13$0.28$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.23$0.04$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.28$0.26$3.02$0.25$0.32$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.14$0.03$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.15$0.29$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.29$0.03$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.13$0.43$0.30
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.46
2011Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.03