Civic Intelligence

The Robert D and Alma Moreton Foundation

990PF • Fiscal year 2018 • EIN 38-7008245

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 03, 2019

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$134,474

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

54th percentile

2.4%

Faster asset growth than 54% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2015 to 2018

Revenue Growth

91st percentile

74%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$15,773,682

Up $1,068,341 (+7.3%) from 2015

Net Assets

$15,773,682

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin93rd percentile

Revenue

Up

$2,726,547

Up $2,208,246 (+426%) from 2015

Expenses

Down

$876,463

Down $109,588 (-11%) from 2015

Net Income

Up

$1,850,084

Up $2,317,834 (+496%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $61,002Liabilities 2011: $02011Assets 2012: $14,057,707Liabilities 2012: $02012Assets 2013: $15,097,538Liabilities 2013: $02013Assets 2014: $15,150,287Liabilities 2014: $02014Assets 2015: $14,705,341Liabilities 2015: $02015Assets 2018: $15,773,682Liabilities 2018: $0Net Assets 2018: $15,773,6822018Assets 2019: $15,285,353Liabilities 2019: $12019Assets 2020: $14,382,782Liabilities 2020: $12020Assets 2021: $15,114,284Liabilities 2021: $1Net Assets 2021: $15,114,2842021Assets 2022: $14,618,566Liabilities 2022: $1Net Assets 2022: $14,618,5662022Assets 2023: $14,414,508Liabilities 2023: $12023

Highlighted filing

2018

Assets$15,773,682
Liabilities$0
Net Assets$15,773,682
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $61,002Expenses 2011: $0Net Income 2011: $61,0022011Revenue 2012: $15,207,818Expenses 2012: $42,861Net Income 2012: $15,164,9572012Revenue 2013: $1,444,739Expenses 2013: $410,284Net Income 2013: $1,034,4552013Revenue 2014: $987,142Expenses 2014: $924,851Net Income 2014: $62,2912014Revenue 2015: $518,301Expenses 2015: $986,051Net Income 2015: -$467,7502015Revenue 2018: $2,726,547Expenses 2018: $876,463Net Income 2018: $1,850,0842018Revenue 2019: $502,971Expenses 2019: $950,456Net Income 2019: -$447,4852019Revenue 2020: $3,719Expenses 2020: $895,267Net Income 2020: -$891,5482020Revenue 2021: $1,640,031Expenses 2021: $907,881Net Income 2021: $732,1502021Revenue 2022: $546,661Expenses 2022: $1,036,017Net Income 2022: -$489,3562022Revenue 2023: $733,031Expenses 2023: $935,483Net Income 2023: -$202,4522023

Highlighted filing

2018

Revenue$2,726,547
Expenses$876,463
Net Income$1,850,084
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 3, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$134,474-$134,474
Filing and Contact Details

Filer

Filer Name
Robert D and Alma Moreton Foundation
EIN
38-7008245
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2019-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97595017104 MICROCHIP TECHNOLOGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99655844108 NORFOLK SOUTHERN COR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102913017109 UNITED TECHNOLOGIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10598956P102 ZIMMER HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106G2709G107 DELPHI TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107G47791101 INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108G6095L109 APTIV PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122922908629 VANGUARD MID-CAP ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12746429B671 ISHARES MSCI CHINA E
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13064110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13170450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13274160Q301 PRIMECAP ODYSSEY STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13378464A730 SPDR S&P OIL & GAS E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13479466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13592189F106 VANECK VECTORS GOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137G5960L103 MEDTRONIC PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2219185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3169697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4644271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5397589
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt400191K609 AQR MANAGED FUTURES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,773,682
Liabilities
$0
Net assets
$15,773,682
Revenue
$2,726,547
Expenses
$876,463
Net income
$1,850,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$0.73$0.94$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$0.55$1.04$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$1.64$0.91$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$0.00$0.90$0.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.00$0.50$0.95$0.45
2018Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$2.73$0.88$1.85
2015Summary only. Only limited summary data is available for this year.$14.7$0.00$0.52$0.99$0.47
2014Summary only. Only limited summary data is available for this year.$15.2$0.00$0.99$0.92$0.06
2013Summary only. Only limited summary data is available for this year.$15.1$0.00$1.44$0.41$1.03
2012Summary only. Only limited summary data is available for this year.$14.1$0.00$15.2$0.04$15.2
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.00$0.06