Civic Intelligence

Polly Horton Foundation

990PF • Fiscal year 2020 • EIN 36-3827678

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 26, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-93%

Higher net margin than 10% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-10.0%

Faster asset growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-13%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$228,929

Down $25,356 (-10.0%) from 2019

Net Assets

Down

$228,929

Down $25,356 (-10.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Down

$27,387

Down $4,211 (-13%) from 2019

Expenses

Down

$52,752

Down $895 (-1.7%) from 2019

Net Income

Down

-$25,365

Down $3,316 (-15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2020

Assets$228,929
Liabilities$0
Net Assets$228,929
Open 2020 Filing

Operations Trend

Revenue Growth50th 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

2020

Revenue$27,387
Expenses$52,752
Net Income-$25,365
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
POLLY HORTON HIXTrustee-$0--
JAMES R HELLIGETrustee-$0--
JON E HENDERSONTrustee-$0--
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
2021-03-26
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 Appendix348 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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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/UndistributedIncomeGrp/ExcessFromYear2Amt030815
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030174
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050540
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0153459
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0525
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02098
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01574
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R HELLIGE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLLY HORTON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JAMES R HELLIGE
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ReturnHeader/Filer/USAddress/AddressLine1Txt0321 N CLARK STREET NO 3000
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ReturnHeader/Filer/USAddress/ZIPCd0606544762
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 N CLARK STR STE 3000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606544762
ReturnHeader/PreparerPersonGrp/PhoneNum03128324550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HELLIGE
ReturnHeader/ReturnTs02021-03-26T15:07:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELLIGE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$228,929
Liabilities
$0
Net assets
$228,929
Revenue
$27,387
Expenses
$52,752
Net income
-$25,365
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