Civic Intelligence

Owen L Coon Foundation

990PF • Fiscal year 2014 • EIN 36-6066907

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 01, 2015

Organization Profile
227 West Monroe Street No 4700Chicago, IL 60606-5096

(312) 984-7656

Siviq Scores

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

Liabilities / Assets

45th percentile

0.06x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

1.01x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

61st percentile

8.5%

Higher net margin than 61% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

60th percentile

4.7%

Faster asset growth than 60% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

0.0%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$8,574,944

Up $386,016 (+4.7%) from 2013

Net Assets

Up

$8,036,342

Up $678,176 (+9.2%) from 2013

Liabilities

Down

$538,602

Down $292,160 (-35%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin61st percentile

Revenue

Up

$531,185

Up $155 (+0.0%) from 2013

Expenses

Down

$486,090

Down $49,932 (-9.3%) from 2013

Net Income

Up

$45,095

Up $50,087 (+1003%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,727,438Liabilities 2010: $234,676Net Assets 2010: $7,492,7622010Assets 2011: $7,422,921Liabilities 2011: $4,987Net Assets 2011: $7,417,9342011Assets 2012: $7,510,436Liabilities 2012: $1,184,020Net Assets 2012: $6,326,4162012Assets 2013: $8,188,928Liabilities 2013: $830,762Net Assets 2013: $7,358,1662013Assets 2014: $8,574,944Liabilities 2014: $538,602Net Assets 2014: $8,036,3422014Assets 2015: $8,110,727Liabilities 2015: $188,128Net Assets 2015: $7,922,5992015Assets 2016: $8,379,375Liabilities 2016: $1,318,250Net Assets 2016: $7,061,1252016Assets 2017: $9,208,912Liabilities 2017: $1,062,223Net Assets 2017: $8,146,6892017Assets 2018: $8,484,048Liabilities 2018: $755,380Net Assets 2018: $7,728,6682018Assets 2019: $9,837,799Liabilities 2019: $450,118Net Assets 2019: $9,387,6812019Assets 2020: $10,006,919Liabilities 2020: $225,870Net Assets 2020: $9,781,0492020Assets 2021: $11,074,106Liabilities 2021: $1,067,911Net Assets 2021: $10,006,1952021Assets 2022: $10,087,636Liabilities 2022: $1,074,555Net Assets 2022: $9,013,0812022Assets 2023: $10,338,851Liabilities 2023: $802,636Net Assets 2023: $9,536,2152023Assets 2024: $10,985,657Liabilities 2024: $502,945Net Assets 2024: $10,482,7122024

Highlighted filing

2014

Assets$8,574,944
Liabilities$538,602
Net Assets$8,036,342
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $450,0042010Expenses 2011: $437,9252011Expenses 2012: $1,733,9702012Revenue 2013: $531,030Expenses 2013: $536,022Net Income 2013: -$4,9922013Revenue 2014: $531,185Expenses 2014: $486,090Net Income 2014: $45,0952014Revenue 2015: $587,460Expenses 2015: $563,214Net Income 2015: $24,2462015Revenue 2016: $445,991Expenses 2016: $1,881,751Net Income 2016: -$1,435,7602016Revenue 2017: $461,871Expenses 2017: $511,707Net Income 2017: -$49,8362017Revenue 2018: $513,811Expenses 2018: $596,565Net Income 2018: -$82,7542018Revenue 2019: $671,690Expenses 2019: $594,232Net Income 2019: $77,4582019Revenue 2020: $399,459Expenses 2020: $368,409Net Income 2020: $31,0502020Revenue 2021: $1,034,011Expenses 2021: $1,808,372Net Income 2021: -$774,3612021Revenue 2022: $609,708Expenses 2022: $193,581Net Income 2022: $416,1272022Revenue 2023: $768,404Expenses 2023: $507,771Net Income 2023: $260,6332023Revenue 2024: $672,747Expenses 2024: $631,804Net Income 2024: $40,9432024

Highlighted filing

2014

Revenue$531,185
Expenses$486,090
Net Income$45,095
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD O BRIGGSPresident-$0--
OWEN L COON IIIDirector-$0--
BARBARA A COONDirector-$0--
DAVID A HERPETreasurer-$0--
ELEANOR C BRIGGSDirector-$0--
JEANNE BRIGGS LATKAAsst Treasurer/Director-$0--
TOM LATKADirector-$0--
MARY ELLEN SEGALLDirector-$0--
KIMBERLY SEGALLDirector-$0--
ROSE LATKADirector-$0--
SARA SCHULZ BRIGGSDirector-$0--
LOREN A HANSENDirector-$0--
PARIS LATKADirector-$0--
WILLIAM SEGALLFirst VP/Director-$0--
ERIK R SEGALLDirector-$0--
ELIZABETH COON MARTINSecretary/Director-$0--
SUSANNE COON BERNERDirector-$0--
PHILIP R BRIGGSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Owen L Coon Foundation
EIN
36-6066907
Phone
3129847656
Address
227 WEST MONROE STREET NO 4700, CHICAGO, IL 60606-5096

Signing Officer

Name
Richard O Briggs
Title
President
Phone
3129847656
Signed
2015-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Hegre Mcmahon & Schimmel LLC
Address
600 ENTERPRISE DRIVE STE 109, OAK BROOK, IL 60523
Preparer
Mikki L Hegre
Phone
3123456200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47128915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4845272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4968688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50108764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5174895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5296703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53215259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54113472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55122118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5629280
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60142260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61131211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02,235 ALTRIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12,740 ANALOG DEVISES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,885 ARTHUR J. GALLAGHER CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30 AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,000 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52,180 BAXTER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62,100 BCE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7540 BLACKROCK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80 BRISTON MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91,414 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106,460 CISCO SYS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113,450 COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,795 EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136,630 GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141,005 GENUINE PARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150 GLAXO SMITHKLINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160 HCP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170 HEALTH CARE REIT, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm180 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192,095 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,675 KIMBERLY CLARK CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm212,745 KRAFT FOODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm220 MATTEL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231,505 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm242,580 MERCK AND CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251,455 NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261,565 NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271,050 ONEOK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281,545 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291,545 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm300 REALTY INCOME CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311,000 US BANKCORP, PREFERRED VARIABLE SER G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322,575 WILLIAMS COS., INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,000 PNC FINANCIAL SERVICES PFD VARIABLE SER P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm340 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm350 VULLEN FROST BANKERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361,060 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm373,820 MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm382,810 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391,810 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm404,155 SPECTRA ENTERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm410 TUPPERWARE BRANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm423,795 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm430 VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442,660 WISCONSIN ENERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451,440 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462,990 ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472,060 JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481,070 KINDER MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,200 MARSH MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501,370 LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm512,350 MAXIM INTEGRATED PRODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521,060 PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531,310 3M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541,200 PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551,175 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561,200 GOLDMAN SACHS GROUP 5.5% PFD SER J
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm572,000 MORGAN STANLEY PRF VARIABLE SER I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581,000 STATE STREET CORP 5.9% PFD SER D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591,000 WELLS FARGO 5.65% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm601,880 HEALTH CARE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611,830 VENTAS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0201880
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0201880
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt045095
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02669800
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05633
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt05633
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011266
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0270404
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02834
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01973
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt048002
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1476
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41582
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CLASS ACTION SETTLEMENT

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,574,944
Liabilities
$538,602
Net assets
$8,036,342
Revenue
$531,185
Expenses
$486,090
Net income
$45,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.50$10.5$0.67$0.63$0.04
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.80$9.54$0.77$0.51$0.26
2022Detailed filing. Detailed filing data is available for this year.$10.1$1.07$9.01$0.61$0.19$0.42
2021Detailed filing. Detailed filing data is available for this year.$11.1$1.07$10.0$1.03$1.81$0.77
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.23$9.78$0.40$0.37$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.84$0.45$9.39$0.67$0.59$0.08
2018Detailed filing. Detailed filing data is available for this year.$8.48$0.76$7.73$0.51$0.60$0.08
2017Detailed filing. Detailed filing data is available for this year.$9.21$1.06$8.15$0.46$0.51$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.38$1.32$7.06$0.45$1.88$1.44
2015Detailed filing. Detailed filing data is available for this year.$8.11$0.19$7.92$0.59$0.56$0.02
2014Detailed filing. Detailed filing data is available for this year.$8.57$0.54$8.04$0.53$0.49$0.05
2013Detailed filing. Detailed filing data is available for this year.$8.19$0.83$7.36$0.53$0.54$0.00
2012Detailed filing. Detailed filing data is available for this year.$7.51$1.18$6.33$1.73
2011Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.44
2010Detailed filing. Detailed filing data is available for this year.$7.73$0.23$7.49$0.45