Civic Intelligence

Allen Foundation

990PF • Fiscal year 2023 • EIN 39-1708035

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 06, 2024

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

10th percentile

-67%

Higher net margin than 10% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$133,470

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

22nd percentile

-2.7%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-6.2%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$15,888,978

Down $441,133 (-2.7%) from 2022

Net Assets

Down

$15,888,978

Down $441,133 (-2.7%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin10th percentile

Revenue

Down

$672,643

Down $44,751 (-6.2%) from 2022

Expenses

Up

$1,120,482

Up $70,212 (+6.7%) from 2022

Net Income

Down

-$447,839

Down $114,963 (-35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$15,888,978
Liabilities$1
Net Assets$15,888,978
Open 2023 Filing

Operations Trend

Revenue Growth30th 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

2023

Revenue$672,643
Expenses$1,120,482
Net Income-$447,839
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$133,470-$133,470
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
2024-06-06
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4509857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47464287598 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48518439104 ESTEE LAUDER COMPANI
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5320825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5422160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55244199105 DEERE & CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464285204 ISHARES GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0825983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1910491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2784706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3227244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4351392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5238590
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt058165
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0133470
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0832577
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0832577
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0438330
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-447839
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07404330
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0234313
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0596351
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0132976
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0132976
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011545
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01040858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01120482
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0666061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0672643
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0208281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069710
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0287905
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332011-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352011-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392021-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412017-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422021-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432022-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472023-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492022-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502020-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542022-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552022-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562021-01-08

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,888,978
Liabilities
$1
Net assets
$15,888,978
Revenue
$672,643
Expenses
$1,120,482
Net income
-$447,839
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