Civic Intelligence

William B Pollock III & Kathryn Pollock Foundation

990PF • Fiscal year 2019 • EIN 34-6514079

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 30, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

59th percentile

7.2%

Higher net margin than 59% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$33,142

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

43rd percentile

0.5%

Faster asset growth than 43% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

9.9%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,889,924

Up $15,595 (+0.5%) from 2018

Net Assets

Up

$2,889,924

Up $15,595 (+0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin59th percentile

Revenue

Up

$211,816

Up $19,019 (+9.9%) from 2018

Expenses

Up

$196,644

Up $10,352 (+5.6%) from 2018

Net Income

Up

$15,172

Up $8,667 (+133%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$2,889,924
Liabilities$0
Net Assets$2,889,924
Open 2019 Filing

Operations Trend

Revenue Growth63rd 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

2019

Revenue$211,816
Expenses$196,644
Net Income$15,172
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$33,142-$33,142
FRANKLIN S BENNETT JRCo - Trustee-$8,028-$8,028
PATRICIA POLLOCK ANTICHCo - Trustee-$8,028-$8,028
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
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2020-03-30
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/StockNm26949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27988498101 YUM] BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2800724F101 ADOBE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2902079K107 ALPHABET INC-CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3109062X103 BIOGEN INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114062
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-02-10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-03-20

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,889,924
Liabilities
$0
Net assets
$2,889,924
Revenue
$211,816
Expenses
$196,644
Net income
$15,172
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