Civic Intelligence

Owen L Coon Foundation

990PF • Fiscal year 2015 • EIN 36-6066907

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 08, 2016

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

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.32x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

18th percentile

-5.4%

Faster asset growth than 18% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

11%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$8,110,727

Down $464,217 (-5.4%) from 2014

Net Assets

Down

$7,922,599

Down $113,743 (-1.4%) from 2014

Liabilities

Down

$188,128

Down $350,474 (-65%) from 2014

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin53rd percentile

Revenue

Up

$587,460

Up $56,275 (+11%) from 2014

Expenses

Up

$563,214

Up $77,124 (+16%) from 2014

Net Income

Down

$24,246

Down $20,849 (-46%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2015

Assets$8,110,727
Liabilities$188,128
Net Assets$7,922,599
Open 2015 Filing

Operations Trend

Revenue Growth68th 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

2015

Revenue$587,460
Expenses$563,214
Net Income$24,246
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD O BRIGGSPresident/Director-$0--
OWEN L COON IIIDirector-$0--
BARBARA A COONDirector-$0--
DAVID A HERPETreasurer/Director-$0--
ELEANOR C BRIGGSMember-$0--
JEANNE BRIGGS LATKAAsst Treasurer/Director-$0--
TOM LATKADirector-$0--
MARY ELLEN SEGALLDirector-$0--
KIMBERLY SEGALLMember-$0--
ROSE LATKADirector-$0--
SARA SCHULZ BRIGGSMember-$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--
GREG BERNERDirector-$0--
SARA A DUNNDirector-$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
2016-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Hegre Mcmahon & Schimmel LLC
Address
600 ENTERPRISE DRIVE STE 109, OAK BROOK, IL 60523
Preparer
Sean Mcmahon
Phone
3123456200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46159933
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02,150 ALTRIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,965 ANALOG DEVISES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,755 ARTHUR J. GALLAGHER CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3935 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40 BAXTER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50 BCE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6510 BLACKROCK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85,890 CISCO SYS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92,200 COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102,695 EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114,200 GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120 GENUINE PARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131,415 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141,595 KIMBERLY CLARK CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150 KRAFT FOODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172,895 MERCK AND CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181,655 NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm190 NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm200 ONEOK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21625 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm220 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm230 WILLIAMS COS., INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm240 PNC FINANCIAL SERVICES PFD VARIABLE SER P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25705 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm264,355 MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm273,885 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281,730 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm295,280 SPECTRA ENTERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm300 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm312,835 WISCONSIN ENERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32975 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm332,990 ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm343,060 JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm350 KINDER MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm360 MARSH MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371,280 LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm382,450 MAXIM INTEGRATED PRODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391,810 PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401,220 3M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm411,860 PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm420 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm430 HEALTH CARE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442,560 VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm453,595 BBT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461,850 CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm473,000 FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481,400 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,525 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50625 JM SMUCKER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm512,285 OCCIDENTAL PETROLEUM CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm525,550 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53460 PUBLIC STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541,500 T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551,425 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm562,135 WELLTOWER INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0408863
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05036
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01500

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,110,727
Liabilities
$188,128
Net assets
$7,922,599
Revenue
$587,460
Expenses
$563,214
Net income
$24,246
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