Civic Intelligence

The Soderquist Family Foundation C/O Mark Soderquist

990PF • Fiscal year 2014 • EIN 73-1621266

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 08, 2015

Organization Profile
PO Box 3215Oak Park, IL 60303-3215

(773) 230-1788

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$21,505,706

Up $2,055,223 (+11%) from 2013

Net Assets

Up

$21,494,339

Up $2,043,856 (+11%) from 2013

Liabilities

Up

$11,367

Up $11,367 from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin93rd percentile

Revenue

Up

$3,003,700

Up $642,772 (+27%) from 2013

Expenses

Up

$959,844

Up $74,148 (+8.4%) from 2013

Net Income

Up

$2,043,856

Up $568,624 (+39%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$40M$30M$20M$10M$0Assets 2010: $16,220,324Liabilities 2010: $0Net Assets 2010: $16,220,3242010Assets 2011: $17,128,165Liabilities 2011: $12011Assets 2012: $17,975,251Liabilities 2012: $0Net Assets 2012: $17,975,2512012Assets 2013: $19,450,483Liabilities 2013: $0Net Assets 2013: $19,450,4832013Assets 2014: $21,505,706Liabilities 2014: $11,367Net Assets 2014: $21,494,3392014Assets 2015: $22,236,308Liabilities 2015: $917Net Assets 2015: $22,235,3912015Assets 2016: $21,794,344Liabilities 2016: $604Net Assets 2016: $21,793,7402016Assets 2017: $23,655,083Liabilities 2017: $1,661Net Assets 2017: $23,653,4222017Assets 2018: $32,923,896Liabilities 2018: $1,661Net Assets 2018: $32,922,2352018Assets 2019: $11,755,670Liabilities 2019: $5,0462019Assets 2020: $13,780,944Liabilities 2020: $38,007Net Assets 2020: $13,742,9372020Assets 2021: $13,685,012Liabilities 2021: $31,138Net Assets 2021: $13,653,8742021Assets 2022: $13,053,827Liabilities 2022: $2,789Net Assets 2022: $13,051,0382022Assets 2023: $11,794,673Liabilities 2023: $1,661Net Assets 2023: $11,793,0122023Assets 2024: $10,833,968Liabilities 2024: $1,661Net Assets 2024: $10,832,3072024

Highlighted filing

2014

Assets$21,505,706
Liabilities$11,367
Net Assets$21,494,339
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,026,6542010Revenue 2011: $1,884,425Expenses 2011: $976,584Net Income 2011: $907,8412011Expenses 2012: $923,9632012Revenue 2013: $2,360,928Expenses 2013: $885,696Net Income 2013: $1,475,2322013Revenue 2014: $3,003,700Expenses 2014: $959,844Net Income 2014: $2,043,8562014Revenue 2015: $2,087,255Expenses 2015: $1,346,203Net Income 2015: $741,0522015Revenue 2016: $950,702Expenses 2016: $1,392,353Net Income 2016: -$441,6512016Revenue 2017: $3,316,273Expenses 2017: $1,456,591Net Income 2017: $1,859,6822017Revenue 2018: $9,638,309Expenses 2018: $295,658Net Income 2018: $9,342,6512018Revenue 2019: $5,196,450Expenses 2019: $1,729,218Net Income 2019: $3,467,2322019Revenue 2020: $2,819,626Expenses 2020: $827,313Net Income 2020: $1,992,3132020Revenue 2021: $1,017,375Expenses 2021: $1,106,438Net Income 2021: -$89,0632021Revenue 2022: $764,033Expenses 2022: $1,309,087Net Income 2022: -$545,0542022Revenue 2023: $306,753Expenses 2023: $1,564,779Net Income 2023: -$1,258,0262023Revenue 2024: $317,580Expenses 2024: $1,278,285Net Income 2024: -$960,7052024

Highlighted filing

2014

Revenue$3,003,700
Expenses$959,844
Net Income$2,043,856
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK SODERQUISTDirector/PresidentPT$30,000-$30,000
DONALD G SODERQUISTDirector/Vice PresidentPT$0--
JOANN SODERQUISTDirector/Secretary/Treasurer-$0--
WENDY SODERQUIST-TOGAMIDirector/Vice President-$0--
SANDRA FORDDirector/Vice President-$0--
JEFFERY SODERQUISTDirector/Vice President-$0--
Filing and Contact Details

Filer

Filer Name
The Soderquist Family Foundation
EIN
73-1621266
Phone
7732301788
Address
PO BOX 3215, OAK PARK, IL 60303-3215

Signing Officer

Name
Mark W Soderquist
Title
Director/president
Phone
7732301788
Signed
2015-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Bricker & Adams Pc
Address
12977 NORTH FORTY DRIVE SUITE 309, ST LOUIS, MO 63141
Preparer
Ryan Bricker
Phone
3143363324
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0535 SHS AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12,705 SHS BARRICK GOLD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2890 SHS BAXTER INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3925 SHS BED BATH & BEYOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4620 SHS CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5525 SHS CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6765 SHS CHUBB CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,855 SHS CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8898 SHS CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91,830 SHS DIAMOND OFFSHORE DRILLING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,316 SHS DR PEPPER SNAPPLE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111,260 SHS EBAY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,140 SHS EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131,170 SHS EXPRESS SCRIPTS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14915 SHS EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15840 SHS GLAXO SMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162,255 SHS HONDA MOTOR LIMITED AMEN SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17405 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181,385 SHS MEDTRONIC INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191,675 SHS MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,195 SHS MOLSON COORS BREWING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211,775 SHS NEWMONT MINING CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221,020 SHS PNC FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231,150 SHS PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24835 SHS PRICE T ROWE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25910 SHS PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261,595 SHS SOUTHWEST ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27955 SHS SUNTRUST BKS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm282,890 SHS TAIWAIN SEMICONDUCTOR MFG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291,350 SHS TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30765 SHS TORCHMARK CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31620 SHS TRAVELERS COMPANIES INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321,915 US BANCORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,510 SHS WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341,795 SHS WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm353,775 SHS ANNALY CAP MGMT INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361,488 SHS MACK CALI RLTY CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37400 SHS SIGMA ALDRICH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm382,125 SHS SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39665 SHS NORTHROP GRUNMAN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40505 SHS BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41955 SHS DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm423,932 SHS WAL MART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4313,076.086 SHS BLACKROCK GLOBAL ALLOCATION FUND CL A M/F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4454,616.635 SHS DOUBLELINE TOTAL RETURN BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4511,734.671 SHS FPA CRESCENT FUND INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm464,006.101 SHS FIDELITY ADVISOR NEW INSIGHTS FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm473,008.322 SHS FIRST EAGLE GLOBAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4828,476.249 SHS FORESTER VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49198,557.564 SHS FRANKLIN INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm502,356.032 SHS GOLDMAN SACHS GROWTH OPPORTUNITIES FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511,973.095 SHS GREENSPRING FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5212,077.651 SHS OAKMARK INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm537,736.318 SHS OAKMARK SELECCT FUND CL I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5511,529.726 SHS IVY ASSET STRATEGY FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm564,141.796 SHS JAMES BALANCED GOLDEN RAINBOW FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5718,304.376 SHS JAMES BLANACED GOLDEN RAINBOW FUND INST CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm587,099.649 SHS JANUS BALANCED FUND CL A M/F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5948,790.180 SHS LOOMIS SAYLES STRATEGIC INCOME FUND CL Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60160,837.970 SHS LORD ABBETT SHORT DURATION INCOME FUND CL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm619,276.012 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6246.403.590 METROPOLITAN WEST TOTAL RETURN BOND FUND ADMIN CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6341,033.955 PIMCO UNCONSTRAINED BOND FUND N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6443,231.060 PIMCO INCOME FUND CL P N/L
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6838,975.814 SHS VANGUARD SHORT TERM BOND INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm695,749.929 SHS VANGUARD WELLESLEY INCOME FUND ADMIN SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7039,515.094 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71375.000 SHS SPDR GOLD TR GOLD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7231,684.923 SHS HIGHLAND LONG/SHORT EQUITY FUND CL A M/F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7324,206.767 SHS MAINSTAY MARKETFIELD FUND N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7443,540.801 SHS PIMCO ALL ASSET ALL AUTHORITY FUND N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7511,326.261 SHS MATTHEWS ASIA DIVIDEND FUND

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,505,706
Liabilities
$11,367
Net assets
$21,494,339
Revenue
$3,003,700
Expenses
$959,844
Net income
$2,043,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.32$1.28$0.96
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.31$1.56$1.26
2022Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.76$1.31$0.55
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.03$13.7$1.02$1.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$13.8$0.04$13.7$2.82$0.83$1.99
2019Summary only. Only limited summary data is available for this year.$11.8$0.01$5.20$1.73$3.47
2018Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$9.64$0.30$9.34
2017Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$3.32$1.46$1.86
2016Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$0.95$1.39$0.44
2015Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$2.09$1.35$0.74
2014Detailed filing. Detailed filing data is available for this year.$21.5$0.01$21.5$3.00$0.96$2.04
2013Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$2.36$0.89$1.48
2012Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.92
2011Summary only. Only limited summary data is available for this year.$17.1$0.00$1.88$0.98$0.91
2010Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.03