Civic Intelligence

Pooling Resources Inc.

990 • Fiscal year 2019 • EIN 20-5018655

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 02, 2019

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

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.04x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

54th percentile

4.5%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

56th percentile

4.8%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

2.4%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$1,394,115

Up $63,997 (+4.8%) from 2018

Net Assets

Up

$1,339,136

Up $62,964 (+4.9%) from 2018

Liabilities

Up

$54,979

Up $1,033 (+1.9%) from 2018

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin54th percentile

Revenue

Up

$1,243,492

Up $29,081 (+2.4%) from 2018

Expenses

Down

$1,187,811

Down $82,061 (-6.5%) from 2018

Net Income

Up

$55,681

Up $111,142 (+200%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$1,394,115
Liabilities$54,979
Net Assets$1,339,136
Open 2019 Filing

Operations Trend

Revenue Growth46th 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

2019

Revenue$1,243,492
Expenses$1,187,811
Net Income$55,681
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$1,243,492
Mission and Program Overview

Mission

Educational management services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$266,427$1,035,864▲ $769,437
Investments in Publicly Traded Securities$959,811$241,373▼ $718,438
Accounts Receivable$99,917$101,917▲ $2,000
Total Assets$1,330,118$1,394,115▲ $63,997
Other Assets Total$3,963$14,961▲ $10,998
Liabilities
Other Liabilities$22,246$34,675▲ $12,429
Accounts Payable and Accrued Expenses$31,700$20,304▼ $11,396
Total Liabilities$53,946$54,979▲ $1,033
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,276,172$1,339,136▲ $62,964
Total Net Assets Fund Balance$1,276,172$1,339,136▲ $62,964
Total Liabilities and Net Assets / Fund Balance$1,330,118$1,394,115▲ $63,997
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Stacy NorbeckGeneral managerFT$110,923$110,923
John BatesConsultantFT$105,713$105,713

Board Members and Trustees

NameTitle
Paul JohnsonChairman
Cash MinorPresident
Curtis CalderSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,223,000
Program Service Revenue
$0
Investment Income
$20,492
Other Revenue
$0
All Other Contributions
$1,223,000
Change in Net Assets
$55,681

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,243,492
Revenue Not Reported on Form 990
$7,283
Total Revenue per Audited Statements
$1,250,775
Total Revenue per Form 990
$1,243,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$869,687
Other Expenses$318,124
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$450,818$79,556$0$530,374
Current Officers, Directors, Trustees, and Key Employees$95,135$16,788$0$111,923
Other Employee Benefits$82,338$14,530$0$96,868
Occupancy$80,560$14,216$0$94,776
Pension Plan Contributions$66,144$11,673$0$77,817
All Other Expenses$43,580$26,612$0$70,192
Payroll Taxes$44,799$7,906$0$52,705
Travel$34,002$0$0$34,002
Fees for Services Management$0$21,937$0$21,937
Office Expenses$6,033$1,065$0$7,098
Fees for Services Accounting$3,335$2,415$0$5,750
Fees for Services Legal$3,165$2,184$0$5,349
Other Expenses$4,564$0$0$4,564
Total Functional Expenses$953,701$234,110$0$1,187,811

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,187,811
Total Expenses per Audited Statements$1,187,811
Total Expenses per Form 990$1,187,811
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 servicesNo$21,937
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Compensated Balances$34,675
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
No
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
Doing Business As
Pooling Resources Inc

Signing Officer

Name
Stacy Norbeck
Title
General Manager
Phone
7758857475
Signed
2019-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Norbeck
Formed
2006
Legal Domicile
Nv
Voting Board Members
3
Independent Board Members
3
Employees
14
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 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)”

Pt VI, Line 3

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

Form 990, Part IX, Line 24E

“Technology expenses 51271. 43580. 7691. 0.”

Form 990, Part IX, Line 24E

“Dues & subscriptions 6272. 0. 6272. 0.”

Form 990, Part IX, Line 24E

“Investment expenses 12649. 0. 12649. 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026678
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt091048
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.98480
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.98400
IRS990ScheduleA/PublicSupportTotal170Amt05917571
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01233000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01199000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01194335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01165625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01125611
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05917571
IRS990ScheduleA/TotalSupportAmt06008619
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt01187811
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07283
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034675
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0COMPENSATED BALANCES
IRS990ScheduleD/RevenueNotReportedAmt07283
IRS990ScheduleD/RevenueSubtotalAmt01243492
IRS990ScheduleD/TotalExpensesPerForm990Amt01187811
IRS990ScheduleD/TotalLiabilityAmt034675
IRS990ScheduleD/TotalRevenuePerForm990Amt01243492
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01250775
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01187811
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt021937
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0management services
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copy provided to directors and questions are asked in meeting (Section B)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually reviewed with employees (Section B)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Determined in directors meeting (Section B)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Determined in directors meeting (Section B)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Contracted with PARMS as management company (Section A)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TECHNOLOGY EXPENSES 51271. 43580. 7691. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES & SUBSCRIPTIONS 6272. 0. 6272. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INVESTMENT EXPENSES 12649. 0. 12649. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01339136
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt01223000
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0234110
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0953701
IRS990/TotalFunctionalExpensesGrp/TotalAmt01187811
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt053946
IRS990/TotalLiabilitiesEOYAmt054979
IRS990/TotalLiabilitiesGrp/BOYAmt053946
IRS990/TotalLiabilitiesGrp/EOYAmt054979
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01276172
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01339136
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0953701
IRS990/TotalReportableCompFromOrgAmt0216636
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020492
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01243492
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01330118
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01394115
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt034002
IRS990/TravelGrp/TotalAmt034002
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0Carson City
IRS990/USAddress/StateAbbreviationCd0NV
IRS990/USAddress/ZIPCd089701
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacy Norbeck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0General Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum07758857475
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EE03780E0033F34DF7696B2207A9C7F2DF5F052E
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.141.244.6
ReturnHeader/FilingSecurityInformation/IPDt02019-10-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:26:44
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

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,394,115
Liabilities
$54,979
Net assets
$1,339,136
Revenue
$1,243,492
Expenses
$1,187,811
Net income
$55,681
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
2019Detailed filing. Detailed filing data is available for this year.$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