Civic Intelligence

William B Pollock III & Kathryn Pollock Foundation

990PF • Fiscal year 2017 • EIN 34-6514079

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$32,690

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$2,866,981

No earlier filing loaded for comparison.

Net Assets

$2,866,981

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$158,373

No earlier filing loaded for comparison.

Expenses

$187,668

No earlier filing loaded for comparison.

Net Income

-$29,295

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $2,866,981Liabilities 2017: $0Net Assets 2017: $2,866,9812017Assets 2018: $2,874,329Liabilities 2018: $0Net Assets 2018: $2,874,3292018Assets 2019: $2,889,924Liabilities 2019: $0Net Assets 2019: $2,889,9242019Assets 2020: $2,932,516Liabilities 2020: $0Net Assets 2020: $2,932,5162020Assets 2021: $3,077,842Liabilities 2021: $0Net Assets 2021: $3,077,8422021Assets 2022: $2,967,508Liabilities 2022: $0Net Assets 2022: $2,967,5082022Assets 2023: $2,982,279Liabilities 2023: $0Net Assets 2023: $2,982,2792023Assets 2024: $3,025,327Liabilities 2024: $0Net Assets 2024: $3,025,3272024

Highlighted filing

2017

Assets$2,866,981
Liabilities$0
Net Assets$2,866,981

Operations Trend

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

$400K$200K$0-$200KRevenue 2017: $158,373Expenses 2017: $187,668Net Income 2017: -$29,2952017Revenue 2018: $192,797Expenses 2018: $186,292Net Income 2018: $6,5052018Revenue 2019: $211,816Expenses 2019: $196,644Net Income 2019: $15,1722019Revenue 2020: $228,974Expenses 2020: $185,973Net Income 2020: $43,0012020Revenue 2021: $337,779Expenses 2021: $193,332Net Income 2021: $144,4472021Revenue 2022: $98,658Expenses 2022: $208,651Net Income 2022: -$109,9932022Revenue 2023: $192,798Expenses 2023: $178,890Net Income 2023: $13,9082023Revenue 2024: $240,897Expenses 2024: $184,866Net Income 2024: $56,0312024

Highlighted filing

2017

Revenue$158,373
Expenses$187,668
Net Income-$29,295
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$32,690-$32,690
FRANKLIN S BENNETT JRCo - Trustee-$7,972-$7,972
PATRICIA POLLOCK ANTICHCo - Trustee-$7,972-$7,972
Filing and Contact Details

Filer

Filer Name
William B Pollock Ii & Kathryn Challis
EIN
34-6514079
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11115233579 BROWN ADV JAPAN ALPH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14151020104 CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16254687106 WALT DISNEY CO/THE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18256206103 DODGE & COX INTL STO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22369604103 GENERAL ELECTRIC CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26438516106 HONEYWELL INTERNATIO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45674599105 OCCIDENTAL PETROLEUM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53854502101 STANLEY BLACK & DECK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55872590104 T-MOBILE US INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7420605P101 CONCHO RESOURCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102G0177J108 ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105H1467J104 CHUBB LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10700171C403 AMG MG PICTET INTL-Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108002824100 ABBOTT LABORATORIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111032511107 ANADARKO PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117125509109 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118247361702 DELTA AIR LINES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120256746108 DOLLAR TREE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13498956P102 ZIMMER HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136G47791101 INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137G6095L109 APTIV PLC
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