Civic Intelligence

John Polakovic Charitable Tr

990PF • Fiscal year 2021 • EIN 38-6390004

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 11, 2022

Organization Profile
32100 Telegraph Road Ste 200Bingham Farms, MI 48025

(248) 642-7733

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

28th percentile

-6.8%

Higher net margin than 28% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.6%

Faster asset growth than 39% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

156%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$92,202

Down $566 (-0.6%) from 2020

Net Assets

Down

$92,202

Down $566 (-0.6%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin28th percentile

Revenue

Up

$8,341

Up $5,084 (+156%) from 2020

Expenses

Up

$8,907

Up $866 (+11%) from 2020

Net Income

Up

-$566

Up $4,218 (+88%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$100K$50K$0Assets 2011: $80,849Liabilities 2011: $02011Assets 2012: $91,240Liabilities 2012: $02012Assets 2013: $89,705Liabilities 2013: $02013Assets 2014: $92,534Liabilities 2014: $02014Assets 2015: $92,508Liabilities 2015: $02015Assets 2019: $97,704Liabilities 2019: $02019Assets 2020: $92,768Liabilities 2020: $1Net Assets 2020: $92,7682020Assets 2021: $92,202Liabilities 2021: $1Net Assets 2021: $92,2022021Assets 2022: $90,121Liabilities 2022: $1Net Assets 2022: $90,1212022Assets 2023: $90,252Liabilities 2023: $12023Assets 2024: $99,223Liabilities 2024: $0Net Assets 2024: $99,2232024

Highlighted filing

2021

Assets$92,202
Liabilities$1
Net Assets$92,202
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$20K$10K$0-$10KRevenue 2011: $2,830Expenses 2011: $4,240Net Income 2011: -$1,4102011Revenue 2012: $6,241Expenses 2012: $4,176Net Income 2012: $2,0652012Revenue 2013: $5,470Expenses 2013: $4,670Net Income 2013: $8002013Revenue 2014: $12,216Expenses 2014: $7,477Net Income 2014: $4,7392014Revenue 2015: $3,515Expenses 2015: $8,905Net Income 2015: -$5,3902015Revenue 2019: $2,522Expenses 2019: $8,648Net Income 2019: -$6,1262019Revenue 2020: $3,257Expenses 2020: $8,041Net Income 2020: -$4,7842020Revenue 2021: $8,341Expenses 2021: $8,907Net Income 2021: -$5662021Revenue 2022: $5,825Expenses 2022: $7,906Net Income 2022: -$2,0812022Revenue 2023: $4,866Expenses 2023: $7,039Net Income 2023: -$2,1732023Revenue 2024: $15,410Expenses 2024: $3,650Net Income 2024: $11,7602024

Highlighted filing

2021

Revenue$8,341
Expenses$8,907
Net Income-$566
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA BOWMANTrustee-$0--
KATJA DUBUQUETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF ILLINOIS-CHICAGOSCHOLARSHIP-CHICAGO, IL, US$3,000
Paid GrantCOLLEGE OF DUPAGESCHOLARSHIP-GLEN ELLYN, IL, US$1,500
Paid GrantUNIVERSITY OF WISCONSIN-MADISONSCHOLARSHIP-MADISON, WI, US$1,500
Filing and Contact Details

Filer

Filer Name
John Polakovic Charitable Trust
EIN
38-6390004
Phone
2486427733
Address
32100 TELEGRAPH ROAD STE 200, BINGHAM FARMS, MI 48025

Signing Officer

Name
Patricia Bowman
Title
Trustee
Phone
2486427733
Signed
2022-03-11

Preparer

Firm
Sweitzer Haron & Co Cpas Pllc
Address
30200 TELEGRAPH RD STE 210, BINGHAM FARMS, MI 48025-4502
Preparer
Robert J Sweitzer CPA
Phone
2486477555
Raw XML Appendix289 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLLEGE OF DUPAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF WISCONSIN-MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01200 W HARRISON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1425 FAWELL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2333 EAST CAMPUS MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GLEN ELLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253715
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05505
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016030
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02845
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0495
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021535
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0TAX PREP/ LEGAL COUNSEL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01400
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03648
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REITS/EXHANGE TRADED PRODUCTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03301
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03459
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01507
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01507
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02486427733
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN POLAKOVIC CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0386390004
ReturnHeader/Filer/PhoneNum02486427733
ReturnHeader/Filer/USAddress/AddressLine1Txt032100 TELEGRAPH ROAD STE 200
ReturnHeader/Filer/USAddress/CityNm0BINGHAM FARMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383318179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEITZER HARON & CO CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030200 TELEGRAPH RD STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BINGHAM FARMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480254502
ReturnHeader/PreparerPersonGrp/PhoneNum02486477555
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J SWEITZER CPA
ReturnHeader/ReturnTs02022-04-13T15:01:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOWMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,202
Liabilities
$1
Net assets
$92,202
Revenue
$8,341
Expenses
$8,907
Net income
-$566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.2$0.00$99.2$15.4$3.65$11.8
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.3$0.00$4.87$7.04$2.17
2022Detailed filing. Detailed filing data is available for this year.$90.1$0.00$90.1$5.83$7.91$2.08
2021Detailed filing. Detailed filing data is available for this year.$92.2$0.00$92.2$8.34$8.91$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.8$0.00$92.8$3.26$8.04$4.78
2019Summary only. Only limited summary data is available for this year.$97.7$0.00$2.52$8.65$6.13
2015Summary only. Only limited summary data is available for this year.$92.5$0.00$3.52$8.91$5.39
2014Summary only. Only limited summary data is available for this year.$92.5$0.00$12.2$7.48$4.74
2013Summary only. Only limited summary data is available for this year.$89.7$0.00$5.47$4.67$0.80
2012Summary only. Only limited summary data is available for this year.$91.2$0.00$6.24$4.18$2.07
2011Summary only. Only limited summary data is available for this year.$80.8$0.00$2.83$4.24$1.41