Civic Intelligence

Ralph L and Winifred E Polk Foundation

990PF • Fiscal year 2020 • EIN 38-6080075

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 27, 2022

260 E Brown Street No 280Birmingham, MI 48009

(248) 385-5285

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

8th percentile

-85%

Higher net margin than 8% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

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.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

12th percentile

-5.4%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$14,170,017

Down $812,174 (-5.4%) from 2019

Net Assets

$14,170,017

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

$580,470

Down $179,575 (-24%) from 2019

Expenses

Down

$1,071,974

Down $438,483 (-29%) from 2019

Net Income

Up

-$491,504

Up $258,908 (+35%) from 2019

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: $1Net 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

2020

Assets$14,170,017
Liabilities$1
Net Assets$14,170,017

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

2020

Revenue$580,470
Expenses$1,071,974
Net Income-$491,504
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 27, 2022
Return Version
2020v4.2
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGRAND TRAVERSE REGIONAL LAND CONSERVANCYNATURE CONSERVATION AND PROMOTIONPCTRAVERSE CITY, MI, US$150,000
Paid GrantFORGOTTEN HARVESTSERVICES FOR THE UNDERPRIVILEGEDPCOAK PARK, MI, US$100,000
Paid GrantBEAUMONT HEALTH FOUNDATIONCENTER FOR HUMAN DEVELOPMENTPCSOUTHFIELD, MI, US$25,000
Paid GrantMICHIGAN HUMANE SOCIETYANIMAL CARE AND SUPPORTPCBINGHAM FARMS, MI, US$25,000
Paid GrantRACQUET UP DETROITPHYSICAL EDUCATION SERVICESPCDETROIT, MI, US$20,000
Paid GrantDETROIT PUBLIC TELEVISIONPUBLIC TELEVISIONPCWIXOM, MI, US$15,000
Paid GrantDETROIT ZOOLOGICAL SOCIETYZOOLOGICAL SERVICESPCROYAL OAK, MI, US$15,000
Paid GrantFATHER FRED FOUNDATIONGENERAL WELFARE SERVICESPCTRAVERSE CITY, MI, US$15,000
Paid GrantGLEANERS COMMUNITY FOOD BANKSERVICES FOR THE UNDERPRIVILEGEDPCDETROIT, MI, US$15,000
Paid GrantHORIZONS UPWARD BOUNDYOUTH SERVICESPCBLOOMFIELD HILLS, MI, US$15,000
Paid GrantJUDSON CENTERYOUTH SERVICESPCFARMINGTON HILLS, MI, US$15,000
Paid GrantMICHIGAN SCIENCE CENTEREDUCATION SERVICESPCDETROIT, MI, US$15,000
Paid GrantREACH OUT & READNATURE CONSERVATION AND PROMOTIONPCBOSTON, MA, US$15,000
Paid GrantTHE NATURE CONSERVANCYNATURE CONSERVATION AND PROMOTIONPCLANSING, MI, US$15,000
Paid GrantAUTOMOTIVE HALL OF FAMEGENERAL FUNDPCDEARBORN, MI, US$10,000
Paid GrantBIG BROTHERS AND BIG SISTERSMENTORSHIP SERVICESPCDETROIT, MI, US$10,000
Paid GrantBIRMINGHAM BLOOMFIELD ART CENTERPROMOTION OF THE ARTSPCBIRMINGHAM, MI, US$10,000
Paid GrantCHARLES HWRIGHT MUSEUM-AFRICAN AMERHISTPROMOTION OF THE ARTSPCDETROIT, MI, US$10,000
Paid GrantCOLLEGE FOR CREATIVE STUDIESHIGHER EDUCATIONPCDETROIT, MI, US$10,000
Paid GrantCOMMUNITY HOUSE FOUNDATIONCOMMUNITY SERVICESPCBIRMINGHAM, MI, US$10,000
Paid GrantCORNERSTONE EDUCATION GROUPEDUCATIONPCROYAL OAK, MI, US$10,000
Paid GrantCOTSSERVICES FOR THE UNDERPRIVILEGEDPCDETROIT, MI, US$10,000
Paid GrantDETROIT INSTITUTE FOR CHILDRENYOUTH SERVICESPCCOMMERCE CHARTER TWP, MI, US$10,000
Paid GrantDETROIT INSTITUTE OF ARTSFOUNDERS SOCIETYPCDETROIT, MI, US$10,000
Paid GrantDETROIT PALGENERAL FUNDPCDETROIT, MI, US$10,000
Paid GrantDETROIT REGIONAL CHAMBER FOUNDATIONREGIONAL ECONOMIC DEVELOPMENTPCDETROIT, MI, US$10,000
Paid GrantDETROIT RIVERFRONT CONSERVENCYNATURE CONSERVATION AND PROMOTIONPCDETROIT, MI, US$10,000
Paid GrantGREENING OF DETROITNATURE CONSERVATION AND PROMOTIONPCDETROIT, MI, US$10,000
Paid GrantLEADER DOGS FOR THE BLINDASSISTANCE FOR PHYSICALLY HANDICAPPEDPCROCHESTER HILLS, MI, US$10,000
Paid GrantLIGHTHOUSE OF OAKLAND COUNTYSERVICES FOR THE UNDERPRIVILEGEDPCPONTIAC, MI, US$10,000
Paid GrantMICHIGAN OPERA THEATREPROMOTION OF THE ARTSPCDETROIT, MI, US$10,000
Paid GrantMIDNIGHT GOLF PROGRAMYOUTH SERVICESPCBINGHAM FARMS, MI, US$10,000
Paid GrantMINDSMENTAL HEALTH SERVICESPCDETROIT, MI, US$10,000
Paid GrantOAKLAND FAMILY SERVICESCOMMUNITY SERVICESPCPONTIAC, MI, US$10,000
Paid GrantORCHARD CHILDRENS SERVICESYOUTH SERVICESPCSOUTHFIELD, MI, US$10,000
Paid GrantROSE HILLMENTAL HEALTH SERVICESPCHOLLY, MI, US$10,000
Paid GrantSAY DETROITCOMMUNITY SERVICESPCSOUTHFIELD, MI, US$10,000
Paid GrantSPECIAL OLYMPICS - MICHIGANSPECIAL NEEDS SERVICESPCMT PLEASANT, MI, US$10,000
Paid GrantSPHINX ORGANIZATIONPROMOTION OF THE ARTSPCDETROIT, MI, US$10,000
Paid GrantST ELIZABETH BRIARBANKRELIGIOUS SERVICESPCBLOOMFIELD HILLS, MI, US$10,000
Paid GrantSTARFISH FAMILY SERVICESCOMMUNITY SERVICESPCINKSTER, MI, US$10,000
Paid GrantWOMEN OF TOMORROWMENTORSHIP SERVICESPCSPRING VALLEY, NY, US$10,000
Paid GrantYMCA OF METROPOLITAN DETROITCOMMUNITY SERVICESPCDETROIT, MI, US$10,000
Paid GrantGREAT LAKES CHILDREN'S MUSEUMHISTORICAL PRESERVATIONPCTRAVERSE CITY, MI, US$7,500
Paid GrantINTERLOCHEN CENTERPROMOTION OF THE ARTSPCINTERLOCHEN, MI, US$7,500
Paid GrantJACK'S PLACE FOR AUTISMYOUTH SERVICESPCSOUTHFIELD, MI, US$7,500
Paid GrantTHE CHILDREN'S CENTERYOUTH SERVICESPCDETROIT, MI, US$7,500
Paid GrantBOY SCOUTS-GREAT LAKES FIELD SERVICE COUNBOY'S DEVELOPMENTPCEAGLE, MI, US$5,000
Paid GrantCHERRYLAND HUMANE SOCIETYANIMAL CARE AND SUPPORTPCTRAVERSE CITY, MI, US$5,000
Paid GrantCROSSROADS FOR YOUTHCAMP OAKLANDPCOXFORD, MI, US$5,000
Paid GrantINTERNATIONAL WILDLIFE REFUGE ALLIANCENATURE CONSERVATION AND PROMOTIONPCTRENTON, MI, US$5,000
Paid GrantLAPEER COUNTY COMMUNITY FOUNDATIONCOMMUNITY SERVICESPCLAPEER, MI, US$5,000
Paid GrantPEWABIC POTTERYPROMOTION OF THE ARTSPCDETROIT, MI, US$5,000
Paid GrantSEVEN PONDS RESERVE FUNDNATURE CONSERVATION AND PROMOTIONPCDRYDEN, MI, US$5,000
Paid GrantSOCIETY OF ST VINCENT DEPAULSERVICES FOR THE UNDERPRIVILEGEDPCDETROIT, MI, US$5,000
Paid GrantTEAEDUCATION SERVICESPCDETROIT, MI, US$5,000
Paid GrantWDET 1019FMCOMMUNITY SERVICESPCDETROIT, MI, US$5,000
Paid GrantFRIENDS OF PENINSULA COMMUNITY LIBRARYEDUCATION SERVICESPCTRAVERSE CITY, MI, US$3,000
Paid GrantMICHIGAN THANKSGIVING PARADE FOUNDATIONPROMOTION OF THE ARTSPCDETROIT, MI, US$2,500
Filing and Contact Details

Filer

Filer Name
Ralph L & Winifred E Polk Foundation
EIN
38-6080075
Phone
2483855285
Address
260 E BROWN STREET NO 280, BIRMINGHAM, MI 48009

Signing Officer

Name
Stephen R Polk
Title
President
Phone
2483855285
Signed
2022-09-27
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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