Civic Intelligence

Polly Horton Foundation

990PF • Fiscal year 2019 • EIN 36-3827678

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization Profile
321 N Clark Street No 3000Chicago, IL 60654-4762

(312) 832-4550

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

9th percentile

-70%

Higher net margin than 9% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

30th percentile

-8.0%

Faster asset growth than 30% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$254,285

Down $22,039 (-8.0%) from 2018

Net Assets

Down

$254,285

Down $22,039 (-8.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Down

$31,598

Down $10,970 (-26%) from 2018

Expenses

Up

$53,647

Up $858 (+1.6%) from 2018

Net Income

Down

-$22,049

Down $11,828 (-116%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$300K$200K$100K$0Assets 2017: $286,545Liabilities 2017: $0Net Assets 2017: $286,5452017Assets 2018: $276,324Liabilities 2018: $0Net Assets 2018: $276,3242018Assets 2019: $254,285Liabilities 2019: $0Net Assets 2019: $254,2852019Assets 2020: $228,929Liabilities 2020: $0Net Assets 2020: $228,9292020Assets 2021: $231,261Liabilities 2021: $0Net Assets 2021: $231,2612021Assets 2022: $193,648Liabilities 2022: $0Net Assets 2022: $193,6482022Assets 2023: $237,072Liabilities 2023: $0Net Assets 2023: $237,0722023Assets 2024: $211,878Liabilities 2024: $0Net Assets 2024: $211,8782024

Highlighted filing

2019

Assets$254,285
Liabilities$0
Net Assets$254,285
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $2,868Expenses 2017: $52,818Net Income 2017: -$49,9502017Revenue 2018: $42,568Expenses 2018: $52,789Net Income 2018: -$10,2212018Revenue 2019: $31,598Expenses 2019: $53,647Net Income 2019: -$22,0492019Revenue 2020: $27,387Expenses 2020: $52,752Net Income 2020: -$25,3652020Revenue 2021: $55,451Expenses 2021: $53,132Net Income 2021: $2,3192021Revenue 2022: $16,238Expenses 2022: $53,851Net Income 2022: -$37,6132022Revenue 2023: $120,251Expenses 2023: $77,652Net Income 2023: $42,5992023Revenue 2024: $27,893Expenses 2024: $53,103Net Income 2024: -$25,2102024

Highlighted filing

2019

Revenue$31,598
Expenses$53,647
Net Income-$22,049
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
POLLY HORTON HIXTrustee-$0--
JAMES R HELLIGETrustee-$0--
JON E HENDERSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHEETAH CONSERVATION FUNDGENERAL PURPOSE-ALEXANDRIA, VA, US$25,000
Paid GrantINDIANAPOLIS ZOOLOGICAL SOCIETY FOR THE LOWELL NUSSBAUM SOCIETYGENERAL PURPOSE-INDIANAPOLIS, IN, US$25,000
Filing and Contact Details

Filer

Filer Name
Polly Horton Foundation
EIN
36-3827678
Phone
3128324550
Address
321 N CLARK STREET NO 3000, CHICAGO, IL 60654-4762

Signing Officer

Name
James R Hellige
Title
Co-trustees
Phone
3128324550
Signed
2020-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
321 N CLARK STR STE 3000, CHICAGO, IL 60654-4762
Preparer
James R Hellige
Phone
3128324550
Raw XML Appendix365 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ADVISORS INNER CIRCLE - 1,989.365 UNITS
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHEETAH CONSERVATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1INDIANAPOLIS ZOOLOGICAL SOCIETY FOR THE LOWELL NUSSBAUM SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2496
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 W WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALEXANDRIA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019563
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030010
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033240
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033240
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0121990
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030991
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030815
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030010
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030174
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050554
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030991
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0155230
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0124239
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02156
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01617
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS ANNUAL REPORT FILING FEE TO IL CHARITABLE TRUST BUREAU
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADUSTMENT TO COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0333
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CIBC PRIVATE WEALTH MANGEMENT
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0333
TaxesSchedule/TaxesDetail/Amt0333
TaxesSchedule/TaxesDetail/Amt1810
TaxesSchedule/TaxesDetail/CategoryTxt02018 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12019 FIRST QUARTER ESTIMATED FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R HELLIGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEES
ReturnHeader/BusinessOfficerGrp/PhoneNum03128324550
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLLY HORTON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JAMES R HELLIGE
ReturnHeader/Filer/BusinessNameControlTxt0HORT
ReturnHeader/Filer/EIN0363827678
ReturnHeader/Filer/PhoneNum03128324550
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 N CLARK STREET NO 3000
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606544762
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C7139579838F89C66478A90BE5AFD15076FD717
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C7139579838F89C66478A90BE5AFD15076FD717
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.87.40.1
ReturnHeader/FilingSecurityInformation/IPDt02020-06-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:48:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390473800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 N CLARK STR STE 3000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606544762
ReturnHeader/PreparerPersonGrp/PhoneNum03128324550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HELLIGE
ReturnHeader/ReturnTs02020-06-22T10:48:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$254,285
Liabilities
$0
Net assets
$254,285
Revenue
$31,598
Expenses
$53,647
Net income
-$22,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.28$0.53$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$1.20$0.78$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.54$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.55$0.53$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.27$0.53$0.25
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.32$0.54$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.43$0.53$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.03$0.53$0.50