Civic Intelligence

Allen Foundation

990PF • Fiscal year 2020 • EIN 39-1708035

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 27, 2021

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

43rd percentile

$118,710

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

39th percentile

1.9%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$15,560,335

Up $293,112 (+1.9%) from 2019

Net Assets

Up

$15,560,335

Up $293,112 (+1.9%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue

Up

$1,269,171

Up $566,663 (+81%) from 2019

Expenses

Up

$967,878

Up $4,330 (+0.4%) from 2019

Net Income

Up

$301,293

Up $562,333 (+215%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$15,560,335
Liabilities$1
Net Assets$15,560,335

Operations Trend

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

2020

Revenue$1,269,171
Expenses$967,878
Net Income$301,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 27, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$118,710-$118,710
ALLAN BRINKERHOFFCo-Trustee-$1,200-$1,200
DAVID CASAROTTOCo-Trustee-$1,200-$1,200
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
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2021-04-27
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/StockNm46G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52060505104 BANK OF AMERICA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68191216100 COCA-COLA CO/THE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7464110L106 NETFLIX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76778296103 ROSS STORES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8100287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82015351109 ALEXION PHARMACEUTIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8422052L104 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8526614N102 DUPONT DE NEMOURS IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8746429B671 ISHARES MSCI CHINA E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88580135101 MCDONALD'S CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9609857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97461202103 INTUIT INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2324612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3381342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4188593
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01004551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1413651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2467536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3343808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4184485
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0345111
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01269171
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt061313
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0121110
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0828727
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0828727
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08221412
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03675
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06507
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0892199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt067820
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0967878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01265982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01269171
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt063472
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt067820
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0139151
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-10-08

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