Civic Intelligence

William B Pollock III & Kathryn Pollock Foundation

990PF • Fiscal year 2018 • EIN 34-6514079

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$36,340

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,874,329

Up $7,348 (+0.3%) from 2017

Net Assets

Up

$2,874,329

Up $7,348 (+0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin50th percentile

Revenue

Up

$192,797

Up $34,424 (+22%) from 2017

Expenses

Down

$186,292

Down $1,376 (-0.7%) from 2017

Net Income

Up

$6,505

Up $35,800 (+122%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2018

Assets$2,874,329
Liabilities$0
Net Assets$2,874,329
Open 2018 Filing

Operations Trend

Revenue Growth75th percentile

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

2018

Revenue$192,797
Expenses$186,292
Net Income$6,505
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$36,340-$36,340
FRANKLIN S BENNETT JRCo - Trustee-$8,187-$8,187
PATRICIA POLLOCK ANTICHCo - Trustee-$8,187-$8,187
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
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87125509109 CIGNA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8925278X109 DIAMONDBACK ENERGY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90256746108 DOLLAR TREE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12164110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12270450Y103 PAYPAL HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12583002G405 SIX CIRCLES INTERNAT
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,874,329
Liabilities
$0
Net assets
$2,874,329
Revenue
$192,797
Expenses
$186,292
Net income
$6,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.24$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.19$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.10$0.21$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.34$0.19$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.23$0.19$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.21$0.20$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.19$0.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.16$0.19$0.03