Civic Intelligence

Ralph L and Winifred E Polk Foundation

990PF • Fiscal year 2021 • EIN 38-6080075

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

260 E Brown Street 280Birmingham, MI 48009

(248) 385-5285

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

71st percentile

32%

Higher net margin than 71% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

22nd percentile

-0.1%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

192%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$14,162,386

Down $7,631 (-0.1%) from 2020

Net Assets

Down

$14,160,986

Down $9,031 (-0.1%) from 2020

Liabilities

Up

$1,400

Up $1,400 from 2020

Revenue

Up

$1,695,203

Up $1,114,733 (+192%) from 2020

Expenses

Up

$1,153,183

Up $81,209 (+7.6%) from 2020

Net Income

Up

$542,020

Up $1,033,524 (+210%) from 2020

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $8,260,684Liabilities 2011: $02011Assets 2012: $7,850,185Liabilities 2012: $02012Assets 2013: $14,029,490Liabilities 2013: $02013Assets 2014: $14,121,791Liabilities 2014: $02014Assets 2015: $13,190,851Liabilities 2015: $0Net Assets 2015: $13,190,8512015Assets 2016: $14,628,069Liabilities 2016: $0Net Assets 2016: $14,628,0692016Assets 2019: $14,982,191Liabilities 2019: $02019Assets 2020: $14,170,017Liabilities 2020: $0Net Assets 2020: $14,170,0172020Assets 2021: $14,162,386Liabilities 2021: $1,400Net Assets 2021: $14,160,9862021Assets 2022: $13,255,081Liabilities 2022: $19,595Net Assets 2022: $13,235,4862022Assets 2023: $13,942,952Liabilities 2023: $7,842Net Assets 2023: $13,935,1102023Assets 2024: $16,252,806Liabilities 2024: $18Net Assets 2024: $16,252,7882024

Highlighted filing

2021

Assets$14,162,386
Liabilities$1,400
Net Assets$14,160,986

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,694,250Expenses 2011: $489,675Net Income 2011: $6,204,5752011Revenue 2012: $881,826Expenses 2012: $636,059Net Income 2012: $245,7672012Revenue 2013: $19,099,626Expenses 2013: $12,904,336Net Income 2013: $6,195,2902013Revenue 2014: $1,381,748Expenses 2014: $1,113,352Net Income 2014: $268,3962014Revenue 2015: $795,808Expenses 2015: $946,291Net Income 2015: -$150,4832015Revenue 2016: $399,757Expenses 2016: $718,820Net Income 2016: -$319,0632016Revenue 2019: $760,045Expenses 2019: $1,510,457Net Income 2019: -$750,4122019Revenue 2020: $580,470Expenses 2020: $1,071,974Net Income 2020: -$491,5042020Revenue 2021: $1,695,203Expenses 2021: $1,153,183Net Income 2021: $542,0202021Revenue 2022: $1,088,231Expenses 2022: $1,149,019Net Income 2022: -$60,7882022Revenue 2023: $670,658Expenses 2023: $1,093,696Net Income 2023: -$423,0382023Revenue 2024: $3,335,776Expenses 2024: $923,625Net Income 2024: $2,412,1512024

Highlighted filing

2021

Revenue$1,695,203
Expenses$1,153,183
Net Income$542,020
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN R POLKPresident/Treasurer/Truste-$0--
KATHY POLK OSBORNETrustee-$0--
JULIE A POLKTrustee-$0--
SUSAN P SCYPHERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ralph L & Winifred E Polk Foundation
EIN
38-6080075
Phone
2483855285
Address
260 E BROWN STREET 280, BIRMINGHAM, MI 48009

Signing Officer

Name
Stephen R Polk
Title
President
Phone
2483855285
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
3000 TOWN CENTER SUITE 100, SOUTHFIELD, MI 48075
Preparer
Brian Schultz
Phone
2483522500
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Filings

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Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $10M-$25M nonprofits