Civic Intelligence

Owen L Coon Foundation

990PF • Fiscal year 2016 • EIN 36-6066907

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 08, 2017

Organization Profile
444 West Lake Street No 4000Chicago, IL 60606-0029

(312) 984-7656

Siviq Scores

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

Liabilities / Assets

55th percentile

0.16x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

2.96x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

2nd percentile

-322%

Higher net margin than 2% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

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.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

59th percentile

3.3%

Faster asset growth than 59% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-24%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$8,379,375

Up $268,648 (+3.3%) from 2015

Net Assets

Down

$7,061,125

Down $861,474 (-11%) from 2015

Liabilities

Up

$1,318,250

Up $1,130,122 (+601%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin2nd percentile

Revenue

Down

$445,991

Down $141,469 (-24%) from 2015

Expenses

Up

$1,881,751

Up $1,318,537 (+234%) from 2015

Net Income

Down

-$1,435,760

Down $1,460,006 (-6022%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2016

Assets$8,379,375
Liabilities$1,318,250
Net Assets$7,061,125
Open 2016 Filing

Operations Trend

Revenue Growth16th 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

2016

Revenue$445,991
Expenses$1,881,751
Net Income-$1,435,760
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 8, 2017
Return Version
2016v3.0
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--
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--
WESTLEY T LATKAMember-$0--
Filing and Contact Details

Filer

Filer Name
Owen L Coon Foundation
EIN
36-6066907
Phone
3129847656
Address
444 WEST LAKE STREET NO 4000, CHICAGO, IL 60606-0029

Signing Officer

Name
Richard O Briggs
Title
President
Phone
3129847656
Signed
2017-06-08
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/EOYFMVAmt4666102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02,645 ALTRIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10 ANALOG DEVISES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20 ARTHUR J. GALLAGHER CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3880 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4460 BLACKROCK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56,315 CISCO SYS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63,710 COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70 EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84,705 GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91,700 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10500 KIMBERLY CLARK CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111,950 MERCK AND CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121,555 NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131,480 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14640 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154,345 MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162,800 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171,575 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184,480 SPECTRA ENTERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192,765 WISCONSIN ENERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203,310 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211,755 ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm222,770 JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231,210 LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm242,450 MAXIM INTEGRATED PRODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251,005 PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261,205 3M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm272,025 PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm282,495 VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm295,185 BBT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301,775 CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm312,875 FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321,285 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,395 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm340 JM SMUCKER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm352,135 OCCIDENTAL PETROLEUM CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm364,975 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37215 PUBLIC STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381,385 T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391,865 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm400 WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41420 AIR PRODS CHEMCICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42600 AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43510 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442,055 TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451,000 MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461,150 REALTY INCOME CORP
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01541
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01541
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt079824
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0113445
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0113445
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08110727
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08379375

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,379,375
Liabilities
$1,318,250
Net assets
$7,061,125
Revenue
$445,991
Expenses
$1,881,751
Net income
-$1,435,760
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