Civic Intelligence

Finnegan Family Foundation

EIN 36-4221334 • Chicago, IL

33 N Dearborn 2230Chicago, IL 60602
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$170,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

37th percentile

1.7%

Faster asset growth than 37% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

51%

Faster revenue growth than 82% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$42,329,722

Up $720,796 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$42,329,722

Up $720,796 (+1.7%) from 2023

Revenue

Up

$5,689,571

Up $1,909,742 (+51%) from 2023

Expenses

Up

$5,011,081

Up $275,152 (+5.8%) from 2023

Net Income

Up

$678,490

Up $1,634,590 (+171%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $12,831,411Liabilities 2010: $0Net Assets 2010: $12,831,4112010Assets 2011: $18,311,034Liabilities 2011: $0Net Assets 2011: $18,311,0342011Assets 2012: $21,998,615Liabilities 2012: $0Net Assets 2012: $21,998,6152012Assets 2013: $23,831,247Liabilities 2013: $0Net Assets 2013: $23,831,2472013Assets 2014: $23,709,567Liabilities 2014: $3,167Net Assets 2014: $23,706,4002014Assets 2015: $24,888,666Liabilities 2015: $3,135Net Assets 2015: $24,885,5312015Assets 2016: $29,960,890Liabilities 2016: $3,210Net Assets 2016: $29,957,6802016Assets 2020: $43,743,385Liabilities 2020: $0Net Assets 2020: $43,743,3852020Assets 2021: $45,474,814Liabilities 2021: $0Net Assets 2021: $45,474,8142021Assets 2022: $42,565,125Liabilities 2022: $0Net Assets 2022: $42,565,1252022Assets 2023: $41,608,926Liabilities 2023: $0Net Assets 2023: $41,608,9262023Assets 2024: $42,329,722Liabilities 2024: $0Net Assets 2024: $42,329,7222024

Highlighted filing

2024

Assets$42,329,722
Liabilities$0
Net Assets$42,329,722

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $638,5932010Expenses 2011: $1,091,7952011Expenses 2012: $1,542,8902012Revenue 2013: $4,594,920Expenses 2013: $1,681,002Net Income 2013: $2,913,9182013Revenue 2014: $2,313,979Expenses 2014: $2,372,625Net Income 2014: -$58,6462014Revenue 2015: $3,837,935Expenses 2015: $2,626,891Net Income 2015: $1,211,0442015Revenue 2016: $7,727,135Expenses 2016: $2,654,568Net Income 2016: $5,072,5672016Revenue 2020: $2,266,853Expenses 2020: $4,192,370Net Income 2020: -$1,925,5172020Revenue 2021: $6,230,540Expenses 2021: $4,502,481Net Income 2021: $1,728,0592021Revenue 2022: $1,805,831Expenses 2022: $4,715,094Net Income 2022: -$2,909,2632022Revenue 2023: $3,779,829Expenses 2023: $4,735,929Net Income 2023: -$956,1002023Revenue 2024: $5,689,571Expenses 2024: $5,011,081Net Income 2024: $678,4902024

Highlighted filing

2024

Revenue$5,689,571
Expenses$5,011,081
Net Income$678,490

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 8, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE F LEVENTHALPresidentFT$170,000-$170,000
ALBERT WARD MCCALLY IIIChairmanPT$30,000-$30,000
MARY FINNEGANSecretary/Director-$0--
PAUL J FINNEGANTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Finnegan Family Foundation
EIN
36-4221334
Phone
3123466000
Address
33 N DEARBORN 2230, CHICAGO, IL 60602

Signing Officer

Name
Katherine F Leventhal
Title
President
Phone
3123466000
Signed
2025-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
1 NORTH WACKER DR, CHICAGO, IL 60606-2807
Preparer
Brittney B Saks
Phone
3122982000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MATTHEWS PACIFIC TIGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES CORE S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10GATEWAY FD-Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11HPS CORE SENIOR LENDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HPS CORE SENIOR LENDING II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13HPS MEZZANINE PRIVATE INVESTORS III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CRP VIII (CARLYLE) PRIVATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HPS MEZZANINE PRIVATE INVESTORS II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HIGHBRIDGE STRATEGIC CREDIT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ASHTEAD GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BERKSHIRE HATHAWAY INC DEL CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BROWN FORMAN CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CIE FINANCIERE RICHE MONT AG ZUG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HEINEKEN HLDG NC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JP MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MARTIN MARIETTA MATLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MASTERCARD INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NESTLE SA SPONSORED ADRS REGISTERED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NETFLIX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PERNOD RICARD ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNILEVER NV NEW YORK SHS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BERKSHIRE HATHAWAY B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BROOKFIELD CORP F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BROOKFIELD REINSURANCE F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BROOKFIELD ASSET MANAG F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES CORE S&P SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARE MSCI ACWI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DFA INT'L SMALL CAP VALUE PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HOTCHIKIS & WILEY VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42OAKMARK INT'L FD INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JLL INVESTMENT (JONES LANG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SUN COMMUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DOORDASH INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46AON PLC-CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0495737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1486789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2829932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3147665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt458809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5308705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61797630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt94000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10158743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11483899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13324673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1684617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AG DIRECT LENDING III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AG REALTY VALUE FUND X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ADAMS STREET GLOBAL 2018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CREATION INVEST FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CREATION INVEST FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CREATION INVEST FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HIGHVISTA STRATEGIC CRE FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SCULPTOR OVERSEAS FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8STRATEGIC PARTNERS VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9THIRTEEN PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ADAMS ST LEADER FUND 2020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ADAMS ST VENTURE INNOVATION FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12THIRTEEN PARTNERS, CONCENTRATED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AG DIRECT LENDING V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ADAMS STREET LEADERS FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ADAM ST VENTURE INNOVATION FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ADAMS ST GLOBAL 2024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0471590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1604010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21195798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3114201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt414590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51058316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61813085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72250239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8606699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt96986643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10181015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11572032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121355000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13323111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1413128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt157166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16138049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01537080
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02644296
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt022093
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FROM PASS-THROUGH ACTIVITIES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-44934
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04136458
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt022093
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04158551
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010089
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02883
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014417
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02644296
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04259995
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04259995
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01531020
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01537080
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01537080
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0678490
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03935012
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt086387
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt086387
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02644296
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03690833
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt029273
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt07318
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt036591
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01678
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-9975
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-22841
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0286746
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0286857
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt012170
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt055572
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0117742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00

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