Civic Intelligence

Squareroot Foundation Inc.

990PF • Fiscal year 2022 • EIN 87-3694697

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 26, 2023

Organization Profile
300 Creekview Rd 209Newark, DE 19711

(925) 580-5407

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

87th percentile

53%

Higher net margin than 87% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

47th percentile

-0.8%

Faster asset growth than 47% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,034,699

Up $2,034,699 from 2021

Net Assets

Down

$2,034,699

Down $16,850 (-0.8%) from 2021

Liabilities

Up

$1

Up $1 from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin87th percentile

Revenue

Down

$43,221

Down $1,967,683 (-98%) from 2021

Expenses

Up

$20,426

Up $20,426 from 2021

Net Income

Down

$22,795

Down $1,988,109 (-99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $2,051,5492021Assets 2022: $2,034,699Liabilities 2022: $1Net Assets 2022: $2,034,6992022Assets 2023: $1,967,263Liabilities 2023: $0Net Assets 2023: $1,967,2632023Assets 2024: $1,808,701Liabilities 2024: $0Net Assets 2024: $1,808,7012024

Highlighted filing

2022

Assets$2,034,699
Liabilities$1
Net Assets$2,034,699
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,010,904Expenses 2021: $0Net Income 2021: $2,010,9042021Revenue 2022: $43,221Expenses 2022: $20,426Net Income 2022: $22,7952022Revenue 2023: $36,620Expenses 2023: $104,056Net Income 2023: -$67,4362023Revenue 2024: $58,514Expenses 2024: $217,076Net Income 2024: -$158,5622024

Highlighted filing

2022

Revenue$43,221
Expenses$20,426
Net Income$22,795
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAMESH BHARADWAJ PANCHAGNULAPresident And SecretaryPT$0--
RAGHAVENDRA BHAT YELLURUVice-PresidentPT$0--
SNEHA JALAWADITreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Squareroot Foundation Inc
EIN
87-3694697
Phone
9255805407
Address
300 CREEKVIEW RD 209, NEWARK, DE 19711

Signing Officer

Name
Ramesh Bharadwaj Panchagnula
Title
President and Secretary
Phone
9255805407
Signed
2023-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Emily Hanover CPA
Phone
9133382727
Raw XML Appendix323 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195125
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012501
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/AppliedToCurrentYearAmt01415
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012488
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088238
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013903
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt086823
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012488
OtherDecreasesSchedule/OtherDecreasesDetail/Amt039645
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT - COST BASIS NOT DISCLOSED ON 2021 RETURN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UNIVERSAL REGISTERED AGENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0402
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0402
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05534
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05534
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SQUAREROOT LLC - RAMESH BHARADWAJ P
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05109 HOLBORN WAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN RAMON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094582
TaxesSchedule/TaxesDetail/Amt0989
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0989
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAMESH BHARADWAJ PANCHAGNULA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09255805407
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SQUAREROOT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SQUA
ReturnHeader/Filer/EIN0873694697
ReturnHeader/Filer/PhoneNum09255805407
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 CREEKVIEW RD 209
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY HANOVER CPA
ReturnHeader/ReturnTs02023-10-26T15:38:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RAMESH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BHARADWAJ PANCHAGNUL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,034,699
Liabilities
$1
Net assets
$2,034,699
Revenue
$43,221
Expenses
$20,426
Net income
$22,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.06$0.22$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.04$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.04$0.02$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$2.05$2.01$0.00$2.01