Civic Intelligence

Pinkerton Foundation

990PF • Fiscal year 2020 • EIN 13-6206624

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 11, 2022

610 FIFTH AVENUE No 316New York, NY 10020

(212) 332-3385

Siviq Scores

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

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

2.81x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

1st percentile

-426%

Higher net margin than 1% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

46th percentile

$521,426

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

50th percentile

7.5%

Faster asset growth than 50% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-79%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Assets

Up

$748,444,937

Up $51,981,022 (+7.5%) from 2019

Net Assets

$728,088,015

No earlier filing loaded for comparison.

Liabilities

Down

$20,356,922

Down $2,874,695 (-12%) from 2019

Revenue

Down

$7,239,697

Down $27,239,802 (-79%) from 2019

Expenses

Down

$38,115,895

Down $1,158,707 (-3.0%) from 2019

Net Income

Down

-$30,876,198

Down $26,081,095 (-544%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0B$500M$0Assets 2011: $481,910,278Liabilities 2011: $8,527,2992011Assets 2012: $542,259,669Liabilities 2012: $15,328,9372012Assets 2013: $668,363,451Liabilities 2013: $21,979,6302013Assets 2014: $694,380,532Liabilities 2014: $37,723,1022014Assets 2015: $611,839,251Liabilities 2015: $28,556,6002015Assets 2019: $696,463,915Liabilities 2019: $23,231,6172019Assets 2020: $748,444,937Liabilities 2020: $20,356,922Net Assets 2020: $728,088,0152020Assets 2021: $842,095,038Liabilities 2021: $21,976,751Net Assets 2021: $820,118,2872021Assets 2022: $649,124,106Liabilities 2022: $26,139,453Net Assets 2022: $622,984,6532022Assets 2023: $689,062,497Liabilities 2023: $28,955,562Net Assets 2023: $660,106,9352023

Highlighted filing

2020

Assets$748,444,937
Liabilities$20,356,922
Net Assets$728,088,015

Operations Trend

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

$100M$50M$0-$50MRevenue 2011: $19,203,227Expenses 2011: $15,252,328Net Income 2011: $3,950,8992011Revenue 2012: $18,730,842Expenses 2012: $29,036,658Net Income 2012: -$10,305,8162012Revenue 2013: $25,798,886Expenses 2013: $34,854,786Net Income 2013: -$9,055,9002013Revenue 2014: $46,500,980Expenses 2014: $60,502,068Net Income 2014: -$14,001,0882014Revenue 2015: $18,426,540Expenses 2015: $35,856,622Net Income 2015: -$17,430,0822015Revenue 2019: $34,479,499Expenses 2019: $39,274,602Net Income 2019: -$4,795,1032019Revenue 2020: $7,239,697Expenses 2020: $38,115,895Net Income 2020: -$30,876,1982020Revenue 2021: $66,922,248Expenses 2021: $43,747,279Net Income 2021: $23,174,9692021Revenue 2022: $13,020,940Expenses 2022: $50,193,972Net Income 2022: -$37,173,0322022Revenue 2023: $29,392,315Expenses 2023: $51,620,920Net Income 2023: -$22,228,6052023

Highlighted filing

2020

Revenue$7,239,697
Expenses$38,115,895
Net Income-$30,876,198
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 11, 2022
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD M SMITHPresidentFT$426,833$94,593$521,426
ROBERT GOULDTrusteePT$200,000-$200,000
JAMES PIERESONTreasurer-$25,000-$25,000
JOAN COLELLOExecutive Director Emeritus-$0$16,413$16,413
DANIEL L MOSLEYChairman-$0--
MARNIE PILLSBURYSecretary-$0--
ROY WEATHERSTrustee-$0--
KENNETH C HALCOMTrustee-$0--
FATIMA SHAMATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pinkerton Foundation
EIN
13-6206624
Phone
2123323385
Address
610 FIFTH AVENUE No 316, NEW YORK, NY 10020

Signing Officer

Name
Jill Bregenzer
Title
VP Finance and Administration
Phone
2123323385
Signed
2022-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Owen J Flanagan & Co
Address
60 East 42nd Street, New York, NY 10165
Preparer
Kevin Sunkel
Phone
2126822783
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2649487 shs TAIWAN SEMICONDUCTOR MANUFACTU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2713727 shs UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2883166 shs VIVENDI SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2920812 shs WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3013609 shs WAYFAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31OTHER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt021713067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt169055923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt260980868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt342533172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt470732762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52091180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt642151662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt714412212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt883169479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt92180394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt105078713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1128993390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126896558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1312847895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14352290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1520181539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0NEWPORT ASIA PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACACIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WISHBONE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SEMPER VIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SELECT EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DHANDHO OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BAXTER STREET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MOONRISE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8HIMALAYA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MOONRISE CHINA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PRIDES CROSSING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CANTILLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12MOONRISE II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13LONG PATH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MOONRISE CHINA II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PIMCO TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt021713067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt169055923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt260980868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342533172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt470732762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52091180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt642151662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt714412212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt883169479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92180394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt105078713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1128993390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt126896558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1312847895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14352290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1520181539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0900101
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04402076
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0219858
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02617763
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07019839
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0219858
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07239697
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02617763
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0396650
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0255183
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0651833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt034564950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030815650
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt03189
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt031887
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04402076
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04621934
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-30876198
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02638362
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt026245
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt026245
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt052489
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02617763
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02970605
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0700974
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt077886
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0778860
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01119177
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt019859
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01139036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0131608
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06153
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0137761
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt051778
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03619081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03670859
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0634683
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt028938
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0686216
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0124304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt037640865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04049234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt038115895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07019839
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07239697
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03075915
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04049234
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07300245
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02638362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-20599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02638362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-20599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02638362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FOREIGN EXCHANGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02617763

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