Civic Intelligence

The K Squared Foundation Inc

990PF • Fiscal year 2023 • EIN 46-4253851

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 16, 2024

Organization Profile
4557 Powers Ferry RoadAtlanta, GA 30327

(404) 816-6834

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

3rd percentile

-260%

Higher net margin than 3% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

20th percentile

-3.5%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-6.7%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$13,344,615

Down $477,900 (-3.5%) from 2022

Net Assets

Down

$13,344,615

Down $477,900 (-3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$187,596

Down $13,519 (-6.7%) from 2022

Expenses

Up

$675,547

Up $125,421 (+23%) from 2022

Net Income

Down

-$487,951

Down $138,940 (-40%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$13,344,615
Liabilities$0
Net Assets$13,344,615
Open 2023 Filing

Operations Trend

Revenue Growth30th 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

2023

Revenue$187,596
Expenses$675,547
Net Income-$487,951
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th 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
4557 POWERS FERRY ROAD, ATLANTA, GA 30327

Signing Officer

Name
Valerie Kieffer
Title
President
Phone
4048166834
Signed
2024-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Dan Lee & Associates Pc
Address
1355 TERRELL MILL RD SE BLDG 1474-1, MARIETTA, GA 30067
Preparer
Daniel C Lee
Phone
4043719846
Raw XML Appendix331 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/Amt02650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AB GLOBAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BERSTEIN INTERMEDIATE DURATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02299055
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12212453
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01913741
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11886736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0253039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11155679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2467384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33200391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01619950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11013427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2375911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33255526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES CORE INTL STOCK ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES CORE MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES CORE S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0575939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1604471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21351676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3622110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4565348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB INTL STRAT CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AB CONCENTRATED INTL GTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AB GLOBAL CORE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AB SMALL CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AB SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0549002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1424528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21175848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3439802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4454735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0248042
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-60801
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0355
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0187596
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0187596
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0642325
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0642325
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0248042
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0248042
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-487951
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0686616
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0355
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0355
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-60801
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0215175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt023619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt023619
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06953
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0642325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033222
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0675547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0248397
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0187596
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033222
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0747417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-60801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-60801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0686616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BERNSTEIN - LT GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-60801
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-487951
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03839
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013890
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013348454
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013822515
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013344615
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0627088
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0627088
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0627088
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0630079
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02991
IRS990PF/DistributableAmountGrp/TotalTaxAmt02991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05334
IRS990PF/FMVAssetsEOYAmt013146276
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02365
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037070
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04397411
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04511508
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03800477
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05580536
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05076493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06264814
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03842203
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03719544
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03043915
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013822515
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013344615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013822515
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013344615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013146276
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013822515
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013344615
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013822515
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013344615
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012793491
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04153
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012789338
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0191902
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0630079
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012601589
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012793491
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/AddressLine1Txt04557 POWERS FERRY ROAD
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/ZIPCd030327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128804
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0642325
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0642325
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02014
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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/IndividualWithBooksNm0VALERIE KIEFFER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04557 POWERS FERRY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030327
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04048166834
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt521000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6186325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AIDS AND HOMELESSNESS REHAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROMOTES WELLBEING OF SENIORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE MEALS TO ELDERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3REDUCE HUNGER AND FOOD WASTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOSTER GROWTH OF YOUNG ATHELETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FEED & EDUCATE FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOUSING WORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CARTER BURDEN NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CITYMEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SECOND HELPINGS ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NORTHSIDE YOUTH ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE ZADIE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NATIONAL PHILANTHROPIC TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0CARTER BURDEN NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1CITYMEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2SECOND HELPINGS ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3NORTHSIDE YOUTH ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt4THE ZADIE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5NATIONAL PHILANTHROPIC TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0126 CROSBY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1415 EAST 73RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2355 LEXINGTON AVE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3970 JEFFERSON ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4140 CHASTAIN PARK AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51082 HUFF RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6165 TOWNSHIP LINE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0415 EAST 73RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1355 LEXINGTON AVE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2970 JEFFERSON ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3140 CHASTAIN PARK AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt41082 HUFF RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5165 TOWNSHIP LINE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6JENKINTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330318
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530318
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd619046
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0642325
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/AppliedToYear1Amt0642325
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0627088
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt018910
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt018910
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0642325
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt018910
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0627088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0642325
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01839
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT FOR STOCK DIV
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL TAX
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt113889
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BERNSTEIN INVESTMENT MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023619
TaxesSchedule/TaxesDetail/Amt06953
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06953
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE KIEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04048166834
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE K SQUARED FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KSQU
ReturnHeader/Filer/EIN0464253851
ReturnHeader/Filer/PhoneNum04048166834
ReturnHeader/Filer/USAddress/AddressLine1Txt04557 POWERS FERRY ROAD
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743106418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAN LEE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01355 TERRELL MILL RD SE BLDG 1474-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARIETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030067
ReturnHeader/PreparerPersonGrp/PhoneNum04043719846
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL C LEE
ReturnHeader/ReturnTs02024-07-19T12:59:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIEFFER
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,344,615
Liabilities
$0
Net assets
$13,344,615
Revenue
$187,596
Expenses
$675,547
Net income
-$487,951
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