Civic Intelligence

Policyholders Mutual Insurance Company

990 • Fiscal year 2018 • EIN 39-1621483

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 06, 2019

Organization ProfileN/A
7203 Gene Street Ste ADE Forest, WI 53532

(608) 846-7203

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.5%

Faster asset growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

97%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$273,231

Down $7,134 (-2.5%) from 2017

Net Assets

Down

$272,061

Down $6,504 (-2.3%) from 2017

Liabilities

Down

$1,170

Down $630 (-35%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin16th percentile

Revenue

Up

$31,875

Up $15,732 (+97%) from 2017

Expenses

Up

$39,711

Up $16,316 (+70%) from 2017

Net Income

Down

-$7,836

Down $584 (-8.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2018

Assets$273,231
Liabilities$1,170
Net Assets$272,061
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

2018

Revenue$31,875
Expenses$39,711
Net Income-$7,836
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 6, 2019
Return Version
2018v3.1
Gross Receipts
$127,425
Mission and Program Overview

Mission

Provide insurance protection to its member companies

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$278,565$272,061▼ $6,504
Investments in Publicly Traded Securities$196,470$192,387▼ $4,083
Savings and Temporary Cash Investments$47,715$42,238▼ $5,477
Investments Other Securities$31,499$32,831▲ $1,332
Cash and Non-Interest-Bearing Accounts$2,568$4,549▲ $1,981
Accounts Receivable$2,113$1,226▼ $887
Total Assets$280,365$273,231▼ $7,134
Liabilities
Other Liabilities$1,800$1,170▼ $630
Total Liabilities$1,800$1,170▼ $630
Net Assets / Fund Balance
Total Net Assets Fund Balance$278,565$272,061▼ $6,504
Total Liabilities and Net Assets / Fund Balance$280,365$273,231▼ $7,134

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$32,831--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Penny BoyleChair
Patrick LawsPresident
Lois WiedenhoeftVice Chair
Charles SchriberDirector
Darren ReohDirector
Denis FuerstenbergDirector
Mike SoldanDirector
Paul RosenowDirector
Scott KrumSecretary-tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,500
Investment Income
$5,375
Other Revenue
$0
Change in Net Assets
$-7,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,711
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 Legal-$6,112-$6,112
Fees for Services Accounting-$5,600-$5,600
Office Expenses-$2,673-$2,673
Other Expenses-$1,907-$1,907
Total Functional Expenses$0$39,711$0$39,711
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accounts Payable$1,170
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Page 6, Part VI, Line 6

“As a mutual insurance company, the insured companies are considered to be members. There were 53 member companies during the current year.”

Form 990, Page 6, Part VI, Line 7A

“The member companies elect the directors and officers.”

Form 990, Page 6, Part VI, Line 7B

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

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

“NONE”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Policyholders Mutual Insurance Comp
EIN
39-1621483
Phone
6088467203
Address
7203 GENE STREET STE A, DE FOREST, WI 53532

Signing Officer

Name
Patrick Laws
Title
President
Phone
6088467203
Signed
2019-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Laws
Formed
1989
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Randall F Koch
Phone
9207334957
Raw XML Appendix312 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/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS A MUTUAL INSURANCE COMPANY, THE INSURED COMPANIES ARE CONSIDERED TO BE MEMBERS. THERE WERE 53 MEMBER COMPANIES DURING THE CURRENT YEAR.
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 AL L FINANCIAL RECORDS ARE AVAILABLE FOR REVIEW BY THE MEMBER COMPANIES.
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/PhoneNum06088467203
ReturnHeader/Filer/USAddress/AddressLine1Txt07203 GENE STREET STE A
ReturnHeader/Filer/USAddress/CityNm0DE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053532
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B64583BAFCFAFCC47D4BBFEFC39E774439F2650D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B64583BAFCFAFCC47D4BBFEFC39E774439F2650D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.103.186.102
ReturnHeader/FilingSecurityInformation/IPDt02019-09-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:38:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL F KOCH
ReturnHeader/ReturnTs02019-09-10T19:38:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,231
Liabilities
$1,170
Net assets
$272,061
Revenue
$31,875
Expenses
$39,711
Net income
-$7,836
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
2018Detailed filing. Detailed filing data is available for this year.$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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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