Civic Intelligence

Policyholders Mutual Insurance Company

990 • Fiscal year 2013 • EIN 39-1621483

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileN/A
7203 Gene St SuiteDeforest, WI 53532

(608) 846-7203

Siviq Scores

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

Liabilities / Assets

74th percentile

0.05x

Higher debt load relative to assets than 74% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

93rd percentile

0.54x

Higher debt load relative to revenue than 93% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

59th percentile

4.7%

Faster asset growth than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$251,411

Up $11,269 (+4.7%) from 2012

Net Assets

Up

$239,511

Up $6,119 (+2.6%) from 2012

Liabilities

Up

$11,900

Up $5,150 (+76%) from 2012

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin80th percentile

Revenue

$22,084

No earlier filing loaded for comparison.

Expenses

Up

$16,746

Up $369 (+2.3%) from 2012

Net Income

$5,338

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2011: $242,193Liabilities 2011: $11,750Net Assets 2011: $230,4432011Assets 2012: $240,142Liabilities 2012: $6,750Net Assets 2012: $233,3922012Assets 2013: $251,411Liabilities 2013: $11,900Net Assets 2013: $239,5112013Assets 2014: $271,914Liabilities 2014: $18,000Net Assets 2014: $253,9142014Assets 2015: $284,028Liabilities 2015: $12,675Net Assets 2015: $271,3532015Assets 2016: $289,512Liabilities 2016: $7,200Net Assets 2016: $282,3122016Assets 2017: $280,365Liabilities 2017: $1,800Net Assets 2017: $278,5652017Assets 2018: $273,231Liabilities 2018: $1,170Net Assets 2018: $272,0612018Assets 2019: $274,200Liabilities 2019: $600Net Assets 2019: $273,6002019Assets 2020: $278,602Liabilities 2020: $0Net Assets 2020: $278,6022020Assets 2021: $290,564Liabilities 2021: $9,000Net Assets 2021: $281,5642021Assets 2022: $287,591Liabilities 2022: $0Net Assets 2022: $287,5912022Assets 2023: $279,672Liabilities 2023: $45,572Net Assets 2023: $234,1002023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$251,411
Liabilities$11,900
Net Assets$239,511
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KExpenses 2011: $16,3052011Expenses 2012: $16,3772012Revenue 2013: $22,084Expenses 2013: $16,746Net Income 2013: $5,3382013Revenue 2014: $26,889Expenses 2014: $17,880Net Income 2014: $9,0092014Revenue 2015: $33,871Expenses 2015: $18,272Net Income 2015: $15,5992015Revenue 2016: $33,475Expenses 2016: $26,587Net Income 2016: $6,8882016Revenue 2017: $16,143Expenses 2017: $23,395Net Income 2017: -$7,2522017Revenue 2018: $31,875Expenses 2018: $39,711Net Income 2018: -$7,8362018Revenue 2019: $37,798Expenses 2019: $36,011Net Income 2019: $1,7872019Revenue 2020: $43,463Expenses 2020: $36,417Net Income 2020: $7,0462020Revenue 2021: $41,216Expenses 2021: $38,291Net Income 2021: $2,9252021Revenue 2022: $47,781Expenses 2022: $38,646Net Income 2022: $9,1352022Revenue 2023: $51,454Expenses 2023: $63,201Net Income 2023: -$11,7472023Revenue 2024: -$255Expenses 2024: $15,870Net Income 2024: -$16,1252024

Highlighted filing

2013

Revenue$22,084
Expenses$16,746
Net Income$5,338
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$42,522
Mission and Program Overview

Mission

Provide insurance protection to its member companies

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$233,392$239,511▲ $6,119
Investments in Publicly Traded Securities$130,150$148,822▲ $18,672
Savings and Temporary Cash Investments$91,654$83,797▼ $7,857
Investments Other Securities$15,908$16,689▲ $781
Accounts Receivable$2,430$2,103▼ $327
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$240,142$251,411▲ $11,269
Other Assets Total-$0-
Liabilities
Other Liabilities$6,750$11,900▲ $5,150
Total Liabilities$6,750$11,900▲ $5,150
Net Assets / Fund Balance
Total Net Assets Fund Balance$233,392$239,511▲ $6,119
Total Liabilities and Net Assets / Fund Balance$240,142$251,411▲ $11,269
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Patrick LawsChairman
James TlustyPresident
Gregg WestigardVice Chairman
Charles SchriberDirector
Denis FuerstenbergDirector
Gary KrumenauerDirector
Penny BoyleDirector
Sandy SiefertDirector
Judy BickelSecretary-Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,500
Investment Income
$7,584
Other Revenue
$0
Change in Net Assets
$5,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,746
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting---$4,950
Office Expenses---$1,000
Other Expenses---$763
Total Functional Expenses$0$0$0$16,746
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance premium$11,900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“As a mutual insurance company, the insured companies are considered to be members. There were 58 member companies during 2013.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The member companies elect the directors and officers.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The member companies approve the actions of the board members at the annual meeting.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft copy of the Form 990 was reviewed by the president.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“None”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Summary financial statements are available to the member companies, and all financial records are available for review by the member companies.”

Filing and Contact Details

Filer

EIN
39-1621483
Phone
6088467203

Signing Officer

Name
James Tlusty
Title
President
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Preparer
Randall F Koch
Phone
9207334957
Raw XML Appendix367 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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IRS990/Form990PartVIISectionAGrp/TitleTxt8President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0As a mutual insurance company, the insured companies are considered to be members. There were 58 member companies during 2013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The member companies elect the directors and officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The member companies approve the actions of the board members at the annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A draft copy of the Form 990 was reviewed by the president.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Summary financial statements are available to the member companies, and all financial records are available for review by the member companies.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0240142
IRS990/TotalAssetsEOYAmt0251411
IRS990/TotalAssetsGrp/BOYAmt0240142
IRS990/TotalAssetsGrp/EOYAmt0251411
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt016746
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06750
IRS990/TotalLiabilitiesEOYAmt011900
IRS990/TotalLiabilitiesGrp/BOYAmt06750
IRS990/TotalLiabilitiesGrp/EOYAmt011900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0233392
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0239511
IRS990/TotalProgramServiceRevenueAmt014500
IRS990/TotalRevenueGrp/ExclusionAmt06798
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015286
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022084
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240142
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0251411
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Tlusty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10POLICYHOLDERS MUTUAL INSURANCE COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0POLI
ReturnHeader/Filer/EIN0391621483
ReturnHeader/Filer/PhoneNum06088467203
ReturnHeader/Filer/USAddress/AddressLine107203 GENE ST SUITE
ReturnHeader/Filer/USAddress/City0DE FOREST
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Erickson & Associates SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101000 West College
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Appleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Randall F Koch
ReturnHeader/ReturnTs02014-11-17T15:59:54-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,411
Liabilities
$11,900
Net assets
$239,511
Revenue
$22,084
Expenses
$16,746
Net income
$5,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.16$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.46$2.34$0.51$0.63$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.48$0.39$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.09$2.82$0.41$0.38$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.43$0.36$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.01$2.74$0.38$0.36$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.01$2.72$0.32$0.40$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.02$2.79$0.16$0.23$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.07$2.82$0.33$0.27$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.13$2.71$0.34$0.18$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.72$0.18$2.54$0.27$0.18$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.12$2.40$0.22$0.17$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.07$2.33$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.12$2.30$0.16