Civic Intelligence

Quercia Foundation

990PF • Fiscal year 2022 • EIN 88-1214521

Jun 30, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
1001 Greenbay Road NO 146Winnetka, IL 60093

(847) 205-5000

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

96th percentile

94%

Higher net margin than 96% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

$11,796,884

No earlier filing loaded for comparison.

Net Assets

$11,796,884

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

$4,041,524

No earlier filing loaded for comparison.

Expenses

$258,333

No earlier filing loaded for comparison.

Net Income

$3,783,191

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2022: $11,796,884Liabilities 2022: $0Net Assets 2022: $11,796,8842022Assets 2023: $10,338,018Liabilities 2023: $0Net Assets 2023: $10,338,0182023Assets 2024: $10,785,569Liabilities 2024: $0Net Assets 2024: $10,785,5692024

Highlighted filing

2022

Assets$11,796,884
Liabilities$0
Net Assets$11,796,884
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $4,041,524Expenses 2022: $258,333Net Income 2022: $3,783,1912022Revenue 2023: $233,868Expenses 2023: $407,785Net Income 2023: -$173,9172023Revenue 2024: $418,244Expenses 2024: $586,688Net Income 2024: -$168,4442024

Highlighted filing

2022

Revenue$4,041,524
Expenses$258,333
Net Income$3,783,191
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 30, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly KeywellPresident-$0--
Filing and Contact Details

Filer

Filer Name
Quercia Foundation
EIN
88-1214521
In Care Of
% MILLER COOPER & CO LTD
Address
1001 Greenbay Road NO 146, Winnetka, IL 60093

Signing Officer

Name
Kimberly Keywell
Title
President
Phone
8472055000
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer
Ignacio Mendez
Phone
8472055000
Raw XML Appendix260 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/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03945253
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03783191
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01423219
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09436912
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013220103
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0184290
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt056131
IRS990PF/DistributableAmountGrp/TotalTaxAmt056131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt036976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt087000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt036976
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt056131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt093107
IRS990PF/FMVAssetsEOYAmt011796884
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0284873
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
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IRS990PF/InitialReturnInd0X
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07382715
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0985069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06397646
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0110741
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0184290
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07271974
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01001 Greenbay Road NO 146
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060093
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0255000
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0255000
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
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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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Deerfield
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08472055000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KIMBERLY KEYWELL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01001 Green Bay Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0Suite 146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Winnetka
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0561861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0110662
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0337811
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt01415011
OtherDecreasesSchedule/OtherDecreasesDetail/Amt18208
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS/LOSS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BOOK/TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01253
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01616
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01616
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt19436912
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTION FROM THE LEGACY KEYWELL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FOUNDATION IN SUBSTANTIAL CONTRACTION
TaxesSchedule/TaxesDetail/Amt02080
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02080
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY KEYWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08472055000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Quercia Foundation
ReturnHeader/Filer/BusinessNameControlTxt0QUER
ReturnHeader/Filer/EIN0881214521
ReturnHeader/Filer/InCareOfNm0% MILLER COOPER & CO LTD
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 Greenbay Road NO 146
ReturnHeader/Filer/USAddress/CityNm0Winnetka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060093
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472055000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ignacio Mendez
ReturnHeader/ReturnTs02023-11-15T11:14:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEYWELL
ReturnHeader/TaxPeriodBeginDt02022-06-30
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$11,796,884
Liabilities
$0
Net assets
$11,796,884
Revenue
$4,041,524
Expenses
$258,333
Net income
$3,783,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.42$0.59$0.17
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.23$0.41$0.17
2022Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$4.04$0.26$3.78