Civic Intelligence

Allen Foundation

990PF • Fiscal year 2021 • EIN 39-1708035

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 09, 2022

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

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

84th percentile

53%

Higher net margin than 84% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$146,882

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

46th percentile

7.1%

Faster asset growth than 46% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

66%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,668,423

Up $1,108,088 (+7.1%) from 2020

Net Assets

Up

$16,668,423

Up $1,108,088 (+7.1%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin84th percentile

Revenue

Up

$2,107,475

Up $838,304 (+66%) from 2020

Expenses

Up

$999,989

Up $32,111 (+3.3%) from 2020

Net Income

Up

$1,107,486

Up $806,193 (+268%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2021

Assets$16,668,423
Liabilities$1
Net Assets$16,668,423
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$2,107,475
Expenses$999,989
Net Income$1,107,486
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 9, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$146,882-$146,882
ALLAN BRINKERHOFFCo-Trustee-$0--
DAVID CASAROTTOCo-Trustee-$0--
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
2022-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1632895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2727335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3512123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4382323
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01561652
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt066495
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt041789
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0891705
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02107475
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt084205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt073457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0192489
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-15
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-11-21

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,668,423
Liabilities
$1
Net assets
$16,668,423
Revenue
$2,107,475
Expenses
$999,989
Net income
$1,107,486
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