Civic Intelligence

Ittleson Foundation Inc.

990PF • Fiscal year 2020 • EIN 51-0172757

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization Profile

View Organization Page

1271 AVE OF THE AMERICAS No 42 FLNew York, NY 10020

(516) 508-9623

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.30x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

4th percentile

-183%

Higher net margin than 4% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

81st percentile

$210,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 56.6% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

14th percentile

-5.3%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$9,790,476

Down $542,814 (-5.3%) from 2019

Net Assets

$9,680,476

No earlier filing loaded for comparison.

Liabilities

Up

$110,000

Up $110,000 from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Down

$371,183

Down $401,521 (-52%) from 2019

Expenses

Up

$1,048,997

Up $91,886 (+9.6%) from 2019

Net Income

Down

-$677,814

Down $493,407 (-268%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$15M$10M$5.0M$0Assets 2011: $12,999,096Liabilities 2011: $02011Assets 2012: $13,172,565Liabilities 2012: $02012Assets 2013: $12,697,350Liabilities 2013: $02013Assets 2014: $12,138,144Liabilities 2014: $02014Assets 2015: $11,636,844Liabilities 2015: $02015Assets 2019: $10,333,290Liabilities 2019: $02019Assets 2020: $9,790,476Liabilities 2020: $110,000Net Assets 2020: $9,680,4762020Assets 2021: $9,803,887Liabilities 2021: $95,000Net Assets 2021: $9,708,8872021Assets 2022: $9,292,197Liabilities 2022: $120,000Net Assets 2022: $9,172,1972022Assets 2023: $8,786,939Liabilities 2023: $230,000Net Assets 2023: $8,556,9392023Assets 2024: $8,716,982Liabilities 2024: $175,000Net Assets 2024: $8,541,9822024

Highlighted filing

2020

Assets$9,790,476
Liabilities$110,000
Net Assets$9,680,476
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $839,091Expenses 2011: $1,169,452Net Income 2011: -$330,3612011Revenue 2012: $1,757,824Expenses 2012: $1,598,247Net Income 2012: $159,5772012Revenue 2013: $677,491Expenses 2013: $1,152,706Net Income 2013: -$475,2152013Revenue 2014: $582,390Expenses 2014: $1,141,596Net Income 2014: -$559,2062014Revenue 2015: $410,686Expenses 2015: $911,986Net Income 2015: -$501,3002015Revenue 2019: $772,704Expenses 2019: $957,111Net Income 2019: -$184,4072019Revenue 2020: $371,183Expenses 2020: $1,048,997Net Income 2020: -$677,8142020Revenue 2021: $1,023,044Expenses 2021: $994,857Net Income 2021: $28,1872021Revenue 2022: $377,394Expenses 2022: $913,868Net Income 2022: -$536,4742022Revenue 2023: $444,335Expenses 2023: $1,058,366Net Income 2023: -$614,0312023Revenue 2024: $765,056Expenses 2024: $780,013Net Income 2024: -$14,9572024

Highlighted filing

2020

Revenue$371,183
Expenses$1,048,997
Net Income-$677,814
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY C WOODSecretary/Exec DirectorFT$184,000$26,000$210,000
H ANTHONY ITTLESONChairman & PresidentPT$0--
PAMELA L SYRMISVice President-$0--
VICTOR TALBOTDirector-$0--
PHILIP ITTLESONDirector-$0--
CHRISTINA ITTLESON SMITHDirector-$0--
HENRY DAVISON IITreasurer-$0--
STEPHANIE ITTLESONDirector-$0--
ANDREW AUCHINCLOSSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ittleson Foundation Inc
EIN
51-0172757
Phone
5165089623
Address
1271 AVE OF THE AMERICAS No 42 FL, NEW YORK, NY 10020

Signing Officer

Name
H Anthony Ittleson
Title
President
Phone
5165089623
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Bessemer Trust
Address
1225 FRANKLIN AVE SUITE 500, GARDEN CITY, NY 11530
Preparer
Bill Kerkenides
Phone
5165089623
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0142.00 MATCH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1295.00 FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2155.00 SEA LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm385.00 CHARTER COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4530.00 TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm556.00 ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6530.00 DOLLARAMA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7405.00 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8210.00 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm950.00 LVMH MOET HENNESSY VUITTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1075.00 HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1132.00 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12130.00 ALIBABA GROUP HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13250.00 HILTON WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1485.00 BURLINGTON STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15135.00 ADVANCE AUTO PARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16220.00 WYNDHAM HOTELS & RESORTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17295.00 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18390.00 US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1953547.05 OW CREDIT INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20115.00 PIONEER NATURAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21645.00 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22410.00 SCHWAB CHARLES CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2360.00 S&P GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241685.00 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25495.00 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2695.00 AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27140.00 CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28610.00 BLACKSTONE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29145.00 NASDAQ INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3037.00 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3152.00 TELEFLEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3285.00 LAB CORP OF AMER HLDGS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33135.00 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34107.00 THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35320.00 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3674.00 COOPER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37220.00 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38230.00 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39105.00 STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4020.00 WEST PHARMACEUTICAL SVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41280.00 SMITH A O CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4245.00 IDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43305.00 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4470.00 CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45155.00 DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46335.00 IAA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47110.00 EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4860.00 VERISK ANALYTICS INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49185.00 SAFRAN SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50380.00 FORTIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm512280.00 RENTOKIL INITIAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5245.00 L3 HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5330.00 ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5465.00 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55105.00 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56340.00 TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57940.00 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5855.00 ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5980.00 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60695.00 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6155.00 ASPEN TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62115.00 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63210.00 AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64460.00 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65345.00 FIDELITY NATL INFO SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66105.00 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67130.00 CMC MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68200.00 SS&C TECHNOLOGIES HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6964.00 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70236854.03 OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71110.00 APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72130.00 AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73165.00 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7474847.05 OW SMALL & MIDCAP STRAT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75125.00 AMERICAN WATER WORKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76280.00 AMEREN CORP
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,790,476
Liabilities
$110,000
Net assets
$9,680,476
Revenue
$371,183
Expenses
$1,048,997
Net income
-$677,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.72$0.18$8.54$0.77$0.78$0.01
2023Detailed filing. Detailed filing data is available for this year.$8.79$0.23$8.56$0.44$1.06$0.61
2022Detailed filing. Detailed filing data is available for this year.$9.29$0.12$9.17$0.38$0.91$0.54
2021Detailed filing. Detailed filing data is available for this year.$9.80$0.10$9.71$1.02$0.99$0.03
2020Detailed filing. Detailed filing data is available for this year.$9.79$0.11$9.68$0.37$1.05$0.68
2019Summary only. Only limited summary data is available for this year.$10.3$0.00$0.77$0.96$0.18
2015Summary only. Only limited summary data is available for this year.$11.6$0.00$0.41$0.91$0.50
2014Summary only. Only limited summary data is available for this year.$12.1$0.00$0.58$1.14$0.56
2013Summary only. Only limited summary data is available for this year.$12.7$0.00$0.68$1.15$0.48
2012Summary only. Only limited summary data is available for this year.$13.2$0.00$1.76$1.60$0.16
2011Summary only. Only limited summary data is available for this year.$13.0$0.00$0.84$1.17$0.33