Civic Intelligence

Charles P & Margaret E Polk Foundation

EIN 23-6296772 • Millersburg, PA

Pub. 78 Eligible

View Organization Page

301 North StreetMillersburg, PA 17061
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.08x

Higher debt load relative to assets than 49% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.38x

Higher debt load relative to revenue than 68% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

23rd percentile

-6.6%

Higher net margin than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$103,215

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

16th percentile

-4.8%

Faster asset growth than 16% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

24%

Faster revenue growth than 69% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$19,075,429

Down $966,465 (-4.8%) from 2023

Liabilities

Down

$1,557,227

Down $689,725 (-31%) from 2023

Net Assets

Down

$17,518,202

Down $276,740 (-1.6%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin23rd percentile

Revenue

Up

$4,138,433

Up $804,863 (+24%) from 2023

Expenses

Up

$4,412,168

Up $133,045 (+3.1%) from 2023

Net Income

Up

-$273,735

Up $671,818 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2012: $27,430,382Liabilities 2012: $824,616Net Assets 2012: $26,605,7662012Assets 2013: $27,367,078Liabilities 2013: $1,013,114Net Assets 2013: $26,353,9642013Assets 2014: $27,636,136Liabilities 2014: $666,284Net Assets 2014: $26,969,8522014Assets 2015: $27,530,110Liabilities 2015: $465,983Net Assets 2015: $27,064,1272015Assets 2016: $27,110,401Liabilities 2016: $727,230Net Assets 2016: $26,383,1712016Assets 2017: $24,329,574Liabilities 2017: $805,574Net Assets 2017: $23,524,0002017Assets 2018: $23,579,727Liabilities 2018: $798,982Net Assets 2018: $22,780,7452018Assets 2019: $22,614,233Liabilities 2019: $802,288Net Assets 2019: $21,811,9452019Assets 2020: $21,343,756Liabilities 2020: $520,828Net Assets 2020: $20,822,9282020Assets 2021: $21,104,999Liabilities 2021: $1,243,332Net Assets 2021: $19,861,6672021Assets 2022: $20,633,033Liabilities 2022: $1,892,538Net Assets 2022: $18,740,4952022Assets 2023: $20,041,894Liabilities 2023: $2,246,952Net Assets 2023: $17,794,9422023Assets 2024: $19,075,429Liabilities 2024: $1,557,227Net Assets 2024: $17,518,2022024

Highlighted filing

2024

Assets$19,075,429
Liabilities$1,557,227
Net Assets$17,518,202
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $3,117,6592012Revenue 2013: $2,958,312Expenses 2013: $3,210,114Net Income 2013: -$251,8022013Revenue 2014: $3,805,522Expenses 2014: $3,189,634Net Income 2014: $615,8882014Revenue 2015: $3,450,168Expenses 2015: $3,355,893Net Income 2015: $94,2752015Revenue 2016: $2,711,641Expenses 2016: $3,392,597Net Income 2016: -$680,9562016Revenue 2017: $750,802Expenses 2017: $3,609,973Net Income 2017: -$2,859,1712017Revenue 2018: $2,921,913Expenses 2018: $3,665,168Net Income 2018: -$743,2552018Revenue 2019: $2,839,226Expenses 2019: $3,808,026Net Income 2019: -$968,8002019Revenue 2020: $2,900,766Expenses 2020: $3,889,783Net Income 2020: -$989,0172020Revenue 2021: $3,217,560Expenses 2021: $4,178,821Net Income 2021: -$961,2612021Revenue 2022: $3,154,257Expenses 2022: $4,275,429Net Income 2022: -$1,121,1722022Revenue 2023: $3,333,570Expenses 2023: $4,279,123Net Income 2023: -$945,5532023Revenue 2024: $4,138,433Expenses 2024: $4,412,168Net Income 2024: -$273,7352024

Highlighted filing

2024

Revenue$4,138,433
Expenses$4,412,168
Net Income-$273,735
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,075,429
Liabilities
$1,557,227
Net assets
$17,518,202
Revenue
$4,138,433
Expenses
$4,412,168
Net income
-$273,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.1$1.56$17.5$4.14$4.41$0.27
2023Detailed filing. Detailed filing data is available for this year.$20.0$2.25$17.8$3.33$4.28$0.95
2022Detailed filing. Detailed filing data is available for this year.$20.6$1.89$18.7$3.15$4.28$1.12
2021Detailed filing. Detailed filing data is available for this year.$21.1$1.24$19.9$3.22$4.18$0.96
2020Detailed filing. Detailed filing data is available for this year.$21.3$0.52$20.8$2.90$3.89$0.99
2019Detailed filing. Detailed filing data is available for this year.$22.6$0.80$21.8$2.84$3.81$0.97
2018Detailed filing. Detailed filing data is available for this year.$23.6$0.80$22.8$2.92$3.67$0.74
2017Detailed filing. Detailed filing data is available for this year.$24.3$0.81$23.5$0.75$3.61$2.86
2016Detailed filing. Detailed filing data is available for this year.$27.1$0.73$26.4$2.71$3.39$0.68
2015Detailed filing. Detailed filing data is available for this year.$27.5$0.47$27.1$3.45$3.36$0.09
2014Detailed filing. Detailed filing data is available for this year.$27.6$0.67$27.0$3.81$3.19$0.62
2013Detailed filing. Detailed filing data is available for this year.$27.4$1.01$26.4$2.96$3.21$0.25
2012Detailed filing. Detailed filing data is available for this year.$27.4$0.82$26.6$3.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRYSTAL L ALTLANDAdministratorFT$103,215-$103,215
DAVID HAWLEYChairmanPT$20,000-$20,000
JUDY PAULSecretaryPT$14,500-$14,500
RICHARD IBBERSONTreasurer-$9,000-$9,000
J BRUCE WALTERVice-Chairman-$9,000-$9,000
EDWIN SCHLEGELAsst Treasurer-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Charles P & Margaret E Polk Foundation
EIN
23-6296772
Phone
7176922613
Address
301 NORTH STREET, MILLERSBURG, PA 17061

Signing Officer

Name
Edwin Schlegel
Title
Officer
Phone
7176922613
Signed
2025-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Custer Faust and Associates PC
Address
300 Union St, Millersburg, PA 17061
Preparer
Hannah M Nestor CPA
Phone
7176922124
Raw XML AppendixShowing 400 of 2,029 raw XML fields

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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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1932022-09-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1942022-06-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1952022-06-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1962022-04-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1972022-08-30
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