Civic Intelligence

The Adjuvant Foundation

990PF • Fiscal year 2020 • EIN 36-3866528

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

191 N Wacker Drive Suite 1500Chicago, IL 60606-1899

(312) 621-0590

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.07x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$26,762,211

No earlier filing loaded for comparison.

Net Assets

$26,672,606

No earlier filing loaded for comparison.

Liabilities

$89,605

No earlier filing loaded for comparison.

Revenue

$1,292,981

No earlier filing loaded for comparison.

Expenses

$969,540

No earlier filing loaded for comparison.

Net Income

$323,441

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2020: $26,762,211Liabilities 2020: $89,605Net Assets 2020: $26,672,6062020Assets 2021: $27,588,804Liabilities 2021: $168,908Net Assets 2021: $27,419,8962021Assets 2022: $27,517,567Liabilities 2022: $36,086Net Assets 2022: $27,481,4812022Assets 2023: $24,394,133Liabilities 2023: $39,399Net Assets 2023: $24,354,7342023Assets 2024: $24,531,044Liabilities 2024: $40,755Net Assets 2024: $24,490,2892024

Highlighted filing

2020

Assets$26,762,211
Liabilities$89,605
Net Assets$26,672,606

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2020: $1,292,981Expenses 2020: $969,540Net Income 2020: $323,4412020Revenue 2021: $2,297,430Expenses 2021: $1,509,855Net Income 2021: $787,5752021Revenue 2022: $1,509,310Expenses 2022: $1,491,287Net Income 2022: $18,0232022Revenue 2023: -$1,851,526Expenses 2023: $1,294,255Net Income 2023: -$3,145,7812023Revenue 2024: $1,538,360Expenses 2024: $1,408,805Net Income 2024: $129,5552024

Highlighted filing

2020

Revenue$1,292,981
Expenses$969,540
Net Income$323,441
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK R POLSKY DECEASEDVice President/Director-$0--
CHARLES V POLSKYVice President/Director-$0--
GEORGE POLSKYVice President/Director-$0--
JAMES HARRIS POLSKYVice President/Director-$0--
JEAN POLSKYVice President/Director-$0--
RICHARD M POLSKYVice President/Director-$0--
VIRGINIA POLSKYPresident/Secretary/Direct-$0--
LAUREN K MACDONALDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Adjuvant Foundation
EIN
36-3866528
Phone
3126210590
Address
191 N WACKER DRIVE SUITE 1500, CHICAGO, IL 60606-1899

Signing Officer

Name
Lauren K Macdonald
Title
Treasurer
Phone
3126210590
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Sarah Redden
Phone
6123974000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78BECTON DICKINSON &CO DP CONV PFD B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79METLIFE INC DP PFD F 4.75000%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80US BANCORP DEL DEP SHS PFD F 6.50000%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81US BANCORP DEL DEPOSITARY SHS 3.53900% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0650172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2431657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3217667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45442535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53227234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt695885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt722533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8115327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10257329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1149139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13140709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1418316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HARRIS FAMILY REP - PF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WHI FIXED INCOME FUND II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WHI FIXED INCOME FUND III, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WHI MORULA FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WHI NFP FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5WHI PRIVATE EQUITY CORP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WHI PRIVATE EQUITY MNGRS FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7WHI PRIVATE EQUITY MNGRS FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8WHI PRIVATE EQUITY MNGRS FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9WHI PRIVATE EQUITY MNGRS FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10WHI REAL ESTATE PARTNERS IV, LP PF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11WHI REALTY FUND II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12WHI REALTY FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SIH DEBT OPPORTUNITIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14WHI REAL ESTATE PARTNERS V-TE, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0624776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2219593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt341871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46323602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6124243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt711169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8182258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt99839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10296887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1131793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13113381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1413473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0402279
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0486798
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt04901
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03507
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0384508
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt010988
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01277092
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt015889
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01292981
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05609
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05608
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011217
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0526421
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0555000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0555000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0402279
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0402279
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0323441
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07583518
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03507
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03507
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0491699
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0942392
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0170901
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0171771
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0343074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0395496
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0149465
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0149465
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06915
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt082087
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0560634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0332889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0969540
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01275281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01292981
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05634
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0332889
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0414540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06789321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt041521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-20282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-320408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-52604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt516690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt684895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt88155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt95
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-25079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-4084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13794197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt041521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-20282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-320408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-52604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt516690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt684895

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