Civic Intelligence

Pooling Resources Inc.

990 • Fiscal year 2016 • EIN 20-5018655

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 28, 2016

Organization ProfileN/A
201 S Roop StreetCarson City, NV 89701

(775) 885-7475

Siviq Scores

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

Liabilities / Assets

39th percentile

0.05x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

37th percentile

-1.5%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

4.3%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,441,015

Up $7,335 (+0.5%) from 2015

Net Assets

Down

$1,373,990

Down $14,585 (-1.1%) from 2015

Liabilities

Up

$67,025

Up $21,920 (+49%) from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin37th percentile

Revenue

Up

$1,163,123

Up $48,241 (+4.3%) from 2015

Expenses

Up

$1,180,674

Up $117,932 (+11%) from 2015

Net Income

Down

-$17,551

Down $69,691 (-134%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $993,298Liabilities 2011: $62,396Net Assets 2011: $930,9022011Assets 2012: $1,244,370Liabilities 2012: $53,296Net Assets 2012: $1,191,0742012Assets 2013: $1,339,580Liabilities 2013: $72,749Net Assets 2013: $1,266,8312013Assets 2014: $1,369,009Liabilities 2014: $52,533Net Assets 2014: $1,316,4762014Assets 2015: $1,433,680Liabilities 2015: $45,105Net Assets 2015: $1,388,5752015Assets 2016: $1,441,015Liabilities 2016: $67,025Net Assets 2016: $1,373,9902016Assets 2017: $1,413,361Liabilities 2017: $76,271Net Assets 2017: $1,337,0902017Assets 2018: $1,330,118Liabilities 2018: $53,946Net Assets 2018: $1,276,1722018Assets 2019: $1,394,115Liabilities 2019: $54,979Net Assets 2019: $1,339,1362019Assets 2020: $1,411,013Liabilities 2020: $67,293Net Assets 2020: $1,343,7202020Assets 2021: $1,646,320Liabilities 2021: $75,110Net Assets 2021: $1,571,2102021Assets 2022: $1,779,327Liabilities 2022: $71,402Net Assets 2022: $1,707,9252022Assets 2023: $2,046,451Liabilities 2023: $82,829Net Assets 2023: $1,963,6222023Assets 2024: $2,291,662Liabilities 2024: $60,176Net Assets 2024: $2,231,4862024Assets 2025: $2,678,731Liabilities 2025: $71,734Net Assets 2025: $2,606,9972025

Highlighted filing

2016

Assets$1,441,015
Liabilities$67,025
Net Assets$1,373,990
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $996,2942011Expenses 2012: $911,6902012Expenses 2013: $974,9022013Revenue 2014: $1,082,587Expenses 2014: $1,027,415Net Income 2014: $55,1722014Revenue 2015: $1,114,882Expenses 2015: $1,062,742Net Income 2015: $52,1402015Revenue 2016: $1,163,123Expenses 2016: $1,180,674Net Income 2016: -$17,5512016Revenue 2017: $1,195,480Expenses 2017: $1,221,695Net Income 2017: -$26,2152017Revenue 2018: $1,214,411Expenses 2018: $1,269,872Net Income 2018: -$55,4612018Revenue 2019: $1,243,492Expenses 2019: $1,187,811Net Income 2019: $55,6812019Revenue 2020: $1,264,089Expenses 2020: $1,254,422Net Income 2020: $9,6672020Revenue 2021: $1,315,581Expenses 2021: $1,159,970Net Income 2021: $155,6112021Revenue 2022: $1,361,364Expenses 2022: $1,093,250Net Income 2022: $268,1142022Revenue 2023: $1,414,601Expenses 2023: $1,177,274Net Income 2023: $237,3272023Revenue 2024: $1,485,515Expenses 2024: $1,272,481Net Income 2024: $213,0342024Revenue 2025: $1,557,882Expenses 2025: $1,259,600Net Income 2025: $298,2822025

Highlighted filing

2016

Revenue$1,163,123
Expenses$1,180,674
Net Income-$17,551
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 28, 2016
Return Version
2015v2.1
Gross Receipts
$1,163,123
Mission and Program Overview

Mission

Educational management services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,252,184$1,216,029▼ $36,155
Cash and Non-Interest-Bearing Accounts$75,547$198,204▲ $122,657
Prepaid Expenses and Deferred Charges$10,104--
Accounts Receivable$93,587$4,034▼ $89,553
Total Assets$1,433,680$1,441,015▲ $7,335
Other Assets Total$2,258$22,748▲ $20,490
Liabilities
Accounts Payable and Accrued Expenses$15,104$35,914▲ $20,810
Other Liabilities$30,001$31,111▲ $1,110
Total Liabilities$45,105$67,025▲ $21,920
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,388,575$1,373,990▼ $14,585
Total Net Assets Fund Balance$1,388,575$1,373,990▼ $14,585
Total Liabilities and Net Assets / Fund Balance$1,433,680$1,441,015▲ $7,335
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Alan KaltChairman
Cash MinorPresident
Curtis CalderSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,165,625
Program Service Revenue
$0
Investment Income
$-2,502
Other Revenue
$0
All Other Contributions
$1,165,625
Change in Net Assets
$-17,551

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,163,123
Revenue Not Reported on Form 990
$2,967
Total Revenue per Audited Statements
$1,166,090
Total Revenue per Form 990
$1,163,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$838,845
Other Expenses$341,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$526,154$0$0$526,154
Current Officers, Directors, Trustees, and Key Employees$105,080$0$0$105,080
Occupancy$91,092$0$0$91,092
Pension Plan Contributions$81,239$0$0$81,239
Other Employee Benefits$74,592$0$0$74,592
Payroll Taxes$51,780$0$0$51,780
Travel$51,723$0$0$51,723
Fees for Services Management$0$45,000$0$45,000
All Other Expenses$0$24,005$0$24,005
Fees for Services Legal$11,778$0$0$11,778
Office Expenses$8,793$0$0$8,793
Fees for Services Accounting$0$5,750$0$5,750
Other Expenses$5,386$0$0$5,386
Total Functional Expenses$1,074,046$106,628$0$1,180,674

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,180,674
Total Expenses per Audited Statements$1,180,674
Total Expenses per Form 990$1,180,674
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Wayne Carlson ParmsManagermanagement servicsNo$45,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Compensated Balances$31,111
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Pooling Resources Inc
EIN
20-5018655
Phone
7758857475
Address
201 S Roop Street, Carson City, NV 89701

Signing Officer

Name
Wayne Carlson
Title
Executive Director
Phone
7758857475
Signed
2016-11-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Carlson
Formed
2006
Legal Domicile
Nv
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Bertrand & Associates LLC
Address
777 E Williams Ste 206, Carson City, NV 89701-7012
Preparer
Michael Bertrand
Phone
7758828892
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“Contracted with PARMS as management company (Section A)”

Pt VI, Line 11B

“Copy provided to directors and questions are asked in meeting (Section B)”

Pt VI, Line 12C

“Annually reviewed with employees (Section B)”

Pt VI, Line 15A

“Determined in directors meeting (Section B)”

Pt VI, Line 15B

“Determined in directors meeting (Section B)”

Form 990, Part IX, Line 24E

“Telephone 17953. 0. 17953. 0.”

Form 990, Part IX, Line 24E

“Dues & subscriptions 6052. 0. 6052. 0.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt045000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0management servics
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Contracted with PARMS as management company (Section A)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copy provided to directors and questions are asked in meeting (Section B)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annually reviewed with employees (Section B)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Determined in directors meeting (Section B)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Determined in directors meeting (Section B)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE 17953. 0. 17953. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES & SUBSCRIPTIONS 6052. 0. 6052. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01388575
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01373990
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01433680
IRS990/TotalAssetsEOYAmt01441015
IRS990/TotalAssetsGrp/BOYAmt01433680
IRS990/TotalAssetsGrp/EOYAmt01441015
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01165625
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0106628
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01074046
IRS990/TotalFunctionalExpensesGrp/TotalAmt01180674
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045105
IRS990/TotalLiabilitiesEOYAmt067025
IRS990/TotalLiabilitiesGrp/BOYAmt045105
IRS990/TotalLiabilitiesGrp/EOYAmt067025
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01388575
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01373990
IRS990/TotalProgramServiceExpensesAmt01074046
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-2502
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01163123
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01433680
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01441015
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt051723
IRS990/TravelGrp/TotalAmt051723
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 S Roop St
IRS990/USAddress/CityNm0Carson City
IRS990/USAddress/StateAbbreviationCd0NV
IRS990/USAddress/ZIPCd089701
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07758857475
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pooling Resources Inc
ReturnHeader/Filer/BusinessNameControlTxt0POOL
ReturnHeader/Filer/EIN0205018655
ReturnHeader/Filer/PhoneNum07758857475
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 S Roop Street
ReturnHeader/Filer/USAddress/CityNm0Carson City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERTRAND & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E Williams Ste 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carson City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0897017012
ReturnHeader/PreparerPersonGrp/PhoneNum07758828892
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL BERTRAND
ReturnHeader/ReturnTs02016-12-02T17:20:03-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,441,015
Liabilities
$67,025
Net assets
$1,373,990
Revenue
$1,163,123
Expenses
$1,180,674
Net income
-$17,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.07$2.61$1.56$1.26$0.30
2024Summary only. Only limited summary data is available for this year.$2.29$0.06$2.23$1.49$1.27$0.21
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.08$1.96$1.41$1.18$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.07$1.71$1.36$1.09$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.08$1.57$1.32$1.16$0.16
2020Summary only. Only limited summary data is available for this year.$1.41$0.07$1.34$1.26$1.25$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.05$1.34$1.24$1.19$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.05$1.28$1.21$1.27$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.08$1.34$1.20$1.22$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.07$1.37$1.16$1.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.05$1.39$1.11$1.06$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.05$1.32$1.08$1.03$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.07$1.27$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.05$1.19$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.06$0.93$1.00