Civic Intelligence

Allen Foundation

990PF • Fiscal year 2018 • EIN 39-1708035

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 04, 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

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

31st percentile

$92,108

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

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

Asset Growth

47th percentile

0.9%

Faster asset growth than 47% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$15,538,688

Up $136,565 (+0.9%) from 2017

Net Assets

Up

$15,538,688

Up $136,565 (+0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin67th percentile

Revenue

Down

$1,101,928

Down $585,070 (-35%) from 2017

Expenses

Up

$965,942

Up $99,147 (+11%) from 2017

Net Income

Down

$135,986

Down $684,217 (-83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $16,184,855Liabilities 2011: $0Net Assets 2011: $16,184,8552011Assets 2012: $15,605,118Liabilities 2012: $0Net Assets 2012: $15,605,1182012Assets 2013: $15,435,598Liabilities 2013: $02013Assets 2014: $15,297,589Liabilities 2014: $02014Assets 2015: $15,489,722Liabilities 2015: $02015Assets 2017: $15,402,123Liabilities 2017: $0Net Assets 2017: $15,402,1232017Assets 2018: $15,538,688Liabilities 2018: $0Net Assets 2018: $15,538,6882018Assets 2019: $15,267,223Liabilities 2019: $1Net Assets 2019: $15,267,2232019Assets 2020: $15,560,335Liabilities 2020: $1Net Assets 2020: $15,560,3352020Assets 2021: $16,668,423Liabilities 2021: $1Net Assets 2021: $16,668,4232021Assets 2022: $16,330,111Liabilities 2022: $1Net Assets 2022: $16,330,1112022Assets 2023: $15,888,978Liabilities 2023: $1Net Assets 2023: $15,888,9782023Assets 2024: $15,985,456Liabilities 2024: $0Net Assets 2024: $15,985,4562024

Highlighted filing

2018

Assets$15,538,688
Liabilities$0
Net Assets$15,538,688
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $935,7532011Expenses 2012: $985,1302012Revenue 2013: $791,007Expenses 2013: $996,721Net Income 2013: -$205,7142013Revenue 2014: $1,164,413Expenses 2014: $1,019,720Net Income 2014: $144,6932014Revenue 2015: $1,155,281Expenses 2015: $953,931Net Income 2015: $201,3502015Revenue 2017: $1,686,998Expenses 2017: $866,795Net Income 2017: $820,2032017Revenue 2018: $1,101,928Expenses 2018: $965,942Net Income 2018: $135,9862018Revenue 2019: $702,508Expenses 2019: $963,548Net Income 2019: -$261,0402019Revenue 2020: $1,269,171Expenses 2020: $967,878Net Income 2020: $301,2932020Revenue 2021: $2,107,475Expenses 2021: $999,989Net Income 2021: $1,107,4862021Revenue 2022: $717,394Expenses 2022: $1,050,270Net Income 2022: -$332,8762022Revenue 2023: $672,643Expenses 2023: $1,120,482Net Income 2023: -$447,8392023Revenue 2024: $1,080,320Expenses 2024: $975,987Net Income 2024: $104,3332024

Highlighted filing

2018

Revenue$1,101,928
Expenses$965,942
Net Income$135,986
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 4, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$92,108-$92,108
ALLAN BRINKERHOFFCo-Trustee-$3,600-$3,600
DAVID CASAROTTOCo-Trustee-$3,600-$3,600
Filing and Contact Details

Filer

Filer Name
Allen Foundation Trust Xxxxx1001
EIN
39-1708035
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2019-09-04
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/StockNm9889609H704 TRIBUTARY SMALL CO-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9990130A101 TWENTY-FIRST CENTURY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10091324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10192532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10292826C839 VISA INC-CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10394106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10496208T104 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10598138H101 WORKDAY INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107G0177J108 ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111Y09827109 BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114026874784 AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115032511107 ANADARKO PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120064058100 BANK OF NEW YORK MEL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122125509109 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123247361702 DELTA AIR LINES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12626078J100 DOWDUPONT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131459200101 INTL BUSINESS MACHIN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133595017104 MICROCHIP TECHNOLOGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13667066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13877956H385 T ROWE PRICE NEW ASI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13978464A730 SPDR S&P OIL & GAS E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140913017109 UNITED TECHNOLOGIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14398956P102 ZIMMER HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145G47791101 INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146G6095L109 APTIV PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15146090E103 INVESCO QQQ TR UNITS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15456585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15564110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15770450Y103 PAYPAL HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16079466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16192189F106 VANECK VECTORS GOLD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166H1467J104 CHUBB LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7744336876 PRUDENTIAL GLOBAL RE

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Filings

Displayed year

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

Open filing
Assets
$15,538,688
Liabilities
$0
Net assets
$15,538,688
Revenue
$1,101,928
Expenses
$965,942
Net income
$135,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$1.08$0.98$0.10
2023Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.67$1.12$0.45
2022Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.72$1.05$0.33
2021Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$2.11$1.00$1.11
2020Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.27$0.97$0.30
2019Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.70$0.96$0.26
2018Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.10$0.97$0.14
2017Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.69$0.87$0.82
2015Summary only. Only limited summary data is available for this year.$15.5$0.00$1.16$0.95$0.20
2014Summary only. Only limited summary data is available for this year.$15.3$0.00$1.16$1.02$0.14
2013Summary only. Only limited summary data is available for this year.$15.4$0.00$0.79$1.00$0.21
2012Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.99
2011Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.94