Civic Intelligence

The K Squared Foundation Inc

990PF • Fiscal year 2016 • EIN 46-4253851

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
4315 Lakehaven Drive NEAtlanta, GA 30319

(404) 816-6834

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

6th percentile

-126%

Higher net margin than 6% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

1st percentile

-47%

Faster asset growth than 1% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-81%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,573,673

Down $4,879,745 (-47%) from 2015

Net Assets

Down

$5,573,673

Down $4,879,745 (-47%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin6th percentile

Revenue

Down

$148,264

Down $648,101 (-81%) from 2015

Expenses

Down

$334,421

Down $12,232 (-3.5%) from 2015

Net Income

Down

-$186,157

Down $635,869 (-141%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$15M$10M$5.0M$0Assets 2013: $9,953,416Liabilities 2013: $02013Assets 2014: $10,205,967Liabilities 2014: $0Net Assets 2014: $10,205,9672014Assets 2015: $10,453,418Liabilities 2015: $0Net Assets 2015: $10,453,4182015Assets 2016: $5,573,673Liabilities 2016: $0Net Assets 2016: $5,573,6732016Assets 2017: $5,822,473Liabilities 2017: $0Net Assets 2017: $5,822,4732017Assets 2018: $6,019,582Liabilities 2018: $0Net Assets 2018: $6,019,5822018Assets 2019: $6,139,054Liabilities 2019: $0Net Assets 2019: $6,139,0542019Assets 2020: $5,826,232Liabilities 2020: $0Net Assets 2020: $5,826,2322020Assets 2021: $14,295,785Liabilities 2021: $0Net Assets 2021: $14,295,7852021Assets 2022: $13,822,515Liabilities 2022: $0Net Assets 2022: $13,822,5152022Assets 2023: $13,344,615Liabilities 2023: $0Net Assets 2023: $13,344,6152023Assets 2024: $12,730,513Liabilities 2024: $0Net Assets 2024: $12,730,5132024

Highlighted filing

2016

Assets$5,573,673
Liabilities$0
Net Assets$5,573,673
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2013: $9,953,416Expenses 2013: $0Net Income 2013: $9,953,4162013Revenue 2014: $840,246Expenses 2014: $387,605Net Income 2014: $452,6412014Revenue 2015: $796,365Expenses 2015: $346,653Net Income 2015: $449,7122015Revenue 2016: $148,264Expenses 2016: $334,421Net Income 2016: -$186,1572016Revenue 2017: $731,000Expenses 2017: $482,200Net Income 2017: $248,8002017Revenue 2018: $989,963Expenses 2018: $790,233Net Income 2018: $199,7302018Revenue 2019: $419,621Expenses 2019: $360,483Net Income 2019: $59,1382019Revenue 2020: $353,628Expenses 2020: $687,485Net Income 2020: -$333,8572020Revenue 2021: $8,819,710Expenses 2021: $439,200Net Income 2021: $8,380,5102021Revenue 2022: $201,115Expenses 2022: $550,126Net Income 2022: -$349,0112022Revenue 2023: $187,596Expenses 2023: $675,547Net Income 2023: -$487,9512023Revenue 2024: $6,381Expenses 2024: $658,099Net Income 2024: -$651,7182024

Highlighted filing

2016

Revenue$148,264
Expenses$334,421
Net Income-$186,157
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE KIEFFERPresident-$0--
RICHARD ALAN KORTDirector-$0--
Filing and Contact Details

Filer

Filer Name
The K Squared Foundation Inc
EIN
46-4253851
Phone
4048166834
Address
4315 LAKEHAVEN DRIVE NE, ATLANTA, GA 30319

Signing Officer

Name
Valerie Kieffer
Title
President
Phone
4048166834
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Dan Lee & Associates Pc
Address
836 SYCAMORE ST, DECATUR, GA 30030
Preparer
Daniel C Lee
Phone
4043719846
Raw XML Appendix317 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01100
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01709979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05002508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BERKSHIRE HATHAWAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02255662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11240540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt263139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3303168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTISAN SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARTISAN MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ARTISAN VALUE FUND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ARTISAN INTL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ARTISAN INTL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03110664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12298692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2106109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3495592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt049770
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt095878
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt02616
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0148264
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0148264
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt095878
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0305815
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0305815
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049770
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt049770
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-186157
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0186905
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt095878
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0147164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02616
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0306915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0334421
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0148264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0148264
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt054565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt136462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt074000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ARTISAN MID CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ARTISAN SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt095878
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-186157
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04693589
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010267262
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010453418
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05573673
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0493374
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0493374
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0493374
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0496317
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02943
IRS990PF/DistributableAmountGrp/TotalTaxAmt02943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011957
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011957
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014900
IRS990PF/FMVAssetsEOYAmt011014750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03604396
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01709979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05002508
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06848323
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03862509
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06011057
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010453418
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05573673
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0699
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01185
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01185
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010453418
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05573673
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011014750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010453418
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05573673
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010453418
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05573673
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010077500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010072425
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0151163
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0496317
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09926337
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010077500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VALERIE KIEFFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD ALAN KORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04315 LAKEHAVEN DR NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt118 WOODLEY AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ASHEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128804
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0348216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0349688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0328935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0376680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.033149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.037011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09926337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09922950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010177572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06567450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0306915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.070160
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0306915
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0306915
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0306915
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/IndividualWithBooksNm0DAN LEE ASSOCIATES PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0836 SYCAMORE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DECATUR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04043719846
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3221285
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HUNGER AND POVERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROMOTING JEWISH CULTURE AND VALUES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROMOTING ART AMOUNG YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROMOTING MUSIC AMOUNG THE YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE GALLOWAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CITY MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIDELITY DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SOUNDWAVES ART FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5NOTES 4 NOTES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0THE GALLOWAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1CITY MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2JEWISH COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0215 W WIEUCA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13RD FL LEXINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2236 CHARLOTTE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410200 W US HWY 290
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5916 16TH AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0215 W WIEUCA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt13RD FLO LEXINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2236 CHARLOTTE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3452770053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478736
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd537204
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0305815
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/AppliedToCurrentYearAmt016325
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0290590
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0493374
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0306915
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0477049
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0290590
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04693589
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK VAL ADJ TO REFLECT TAX COST BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02616
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02616
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt014900
TaxesSchedule/TaxesDetail/Amt111506
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES AND ESTIMATES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12015 TAXES PAID
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE KIEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04048166834
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE K SQUARED FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KSQU
ReturnHeader/Filer/EIN0464253851
ReturnHeader/Filer/PhoneNum04048166834
ReturnHeader/Filer/USAddress/AddressLine1Txt04315 LAKEHAVEN DRIVE NE
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030319
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F8E8C302B45B67843F13B8EA9C208F1DCF85C19A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067230CC400BB23F1FE92A45E7CEEFAE9C7197272
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743106418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAN LEE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0836 SYCAMORE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030030
ReturnHeader/PreparerPersonGrp/PhoneNum04043719846
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL C LEE
ReturnHeader/ReturnTs02017-05-11T09:43:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,573,673
Liabilities
$0
Net assets
$5,573,673
Revenue
$148,264
Expenses
$334,421
Net income
-$186,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.01$0.66$0.65
2023Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.19$0.68$0.49
2022Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.20$0.55$0.35
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$8.82$0.44$8.38
2020Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.35$0.69$0.33
2019Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.42$0.36$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.99$0.79$0.20
2017Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.73$0.48$0.25
2016Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.15$0.33$0.19
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.80$0.35$0.45
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.84$0.39$0.45
2013Summary only. Only limited summary data is available for this year.$9.95$0.00$9.95$0.00$9.95