Civic Intelligence

Polly Horton Foundation

990PF • Fiscal year 2021 • EIN 36-3827678

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 12, 2022

Organization Profile
321 N Clark Street 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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

44th percentile

4.2%

Higher net margin than 44% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

1.0%

Faster asset growth than 45% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

102%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$231,261

Up $2,332 (+1.0%) from 2020

Net Assets

Up

$231,261

Up $2,332 (+1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin44th percentile

Revenue

Up

$55,451

Up $28,064 (+102%) from 2020

Expenses

Up

$53,132

Up $380 (+0.7%) from 2020

Net Income

Up

$2,319

Up $27,684 (+109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2021

Assets$231,261
Liabilities$0
Net Assets$231,261
Open 2021 Filing

Operations Trend

Revenue Growth85th 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

2021

Revenue$55,451
Expenses$53,132
Net Income$2,319
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 12, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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 3000, CHICAGO, IL 60654-4762

Signing Officer

Name
James R Hellige
Title
Co-trustees
Phone
3128324550
Signed
2022-04-12
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 Appendix336 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/AddressLine1Txt11200 W WASHINGTON STREET
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030815
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02417
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01814
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R HELLIGE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLLY HORTON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JAMES R HELLIGE
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ReturnHeader/PreparerPersonGrp/PhoneNum03128324550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HELLIGE
ReturnHeader/ReturnTs02022-04-12T14:34:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,261
Liabilities
$0
Net assets
$231,261
Revenue
$55,451
Expenses
$53,132
Net income
$2,319
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