Civic Intelligence

Polly Horton Foundation

990PF • Fiscal year 2024 • EIN 36-3827678

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 24, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-90%

Higher net margin than 8% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-11%

Faster asset growth than 30% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-77%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$211,878

Down $25,194 (-11%) from 2023

Net Assets

Down

$211,878

Down $25,194 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

Down

$27,893

Down $92,358 (-77%) from 2023

Expenses

Down

$53,103

Down $24,549 (-32%) from 2023

Net Income

Down

-$25,210

Down $67,809 (-159%) from 2023

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

2024

Assets$211,878
Liabilities$0
Net Assets$211,878
Open 2024 Filing

Operations Trend

Revenue Growth6th 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

2024

Revenue$27,893
Expenses$53,103
Net Income-$25,210
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th 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-trustee
Phone
3128324550
Signed
2025-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
321 N CLARK STREET SUITE 3000, CHICAGO, IL 60654-4762
Preparer
James R Hellige
Phone
3128324500
Raw XML Appendix307 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021379
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030991
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030991
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0176228
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028621
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029450
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031469
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028621
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0207219
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0178598
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BANK OF AMERICA SECURITIES LITIGATION PROCEEDS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1465
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FOLEY & LARDNER LLP - TRUSTEE'S FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CIBC PRIVATE WEALTH MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1465
TaxesSchedule/TaxesDetail/Amt0247
TaxesSchedule/TaxesDetail/CategoryTxt02023 EXCISE TAX PAID IN 2024
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0247
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R HELLIGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03128324550
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLLY HORTON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JAMES R HELLIGE
ReturnHeader/Filer/BusinessNameControlTxt0POLL
ReturnHeader/Filer/EIN0363827678
ReturnHeader/Filer/PhoneNum03128324550
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 N CLARK STREET 3000
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606544762
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390473800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 N CLARK STREET SUITE 3000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606544762
ReturnHeader/PreparerPersonGrp/PhoneNum03128324500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HELLIGE
ReturnHeader/ReturnTs02025-03-24T16:00:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,878
Liabilities
$0
Net assets
$211,878
Revenue
$27,893
Expenses
$53,103
Net income
-$25,210
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