Civic Intelligence

Polk County Historical Society

EIN 39-6100798 • 501(c)3 • Balsam Lake, WI

Profile

Educational - local history

PO Box 41Balsam Lake, WI 54810

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.02x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-9.6%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-4.3%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-18%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$249,146

Down $11,282 (-4.3%) from 2023

Liabilities

Down

$2,559

Down $281 (-9.9%) from 2023

Net Assets

Down

$246,587

Down $11,001 (-4.3%) from 2023

Revenue

Down

$114,633

Down $25,997 (-18%) from 2023

Expenses

Up

$125,634

Up $54,649 (+77%) from 2023

Net Income

Down

-$11,001

Down $80,646 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $146,869Liabilities 2010: $0Net Assets 2010: $146,8692010Assets 2011: $186,055Liabilities 2011: $0Net Assets 2011: $186,0552011Assets 2012: $154,246Liabilities 2012: $0Net Assets 2012: $154,2462012Assets 2013: $61,763Liabilities 2013: $0Net Assets 2013: $61,7632013Assets 2014: $62,604Liabilities 2014: $0Net Assets 2014: $62,6042014Assets 2015: $59,403Liabilities 2015: $0Net Assets 2015: $59,4032015Assets 2016: $100,161Liabilities 2016: $0Net Assets 2016: $100,1612016Assets 2017: $98,368Liabilities 2017: $0Net Assets 2017: $98,3682017Assets 2018: $104,871Liabilities 2018: $251Net Assets 2018: $104,6202018Assets 2019: $117,107Liabilities 2019: $44Net Assets 2019: $117,0632019Assets 2020: $123,952Liabilities 2020: $0Net Assets 2020: $123,9522020Assets 2021: $178,588Liabilities 2021: $1,533Net Assets 2021: $177,0552021Assets 2022: $188,904Liabilities 2022: $961Net Assets 2022: $187,9432022Assets 2023: $260,428Liabilities 2023: $2,840Net Assets 2023: $257,5882023Assets 2024: $249,146Liabilities 2024: $2,559Net Assets 2024: $246,5872024

Highlighted filing

2024

Assets$249,146
Liabilities$2,559
Net Assets$246,587

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $46,4302010Expenses 2011: $132,7472011Expenses 2012: $27,8832012Revenue 2013: $18,623Expenses 2013: $67,255Net Income 2013: -$48,6322013Revenue 2014: $21,007Expenses 2014: $20,166Net Income 2014: $8412014Revenue 2015: $31,013Expenses 2015: $34,214Net Income 2015: -$3,2012015Revenue 2016: $95,388Expenses 2016: $54,630Net Income 2016: $40,7582016Revenue 2017: $25,592Expenses 2017: $27,385Net Income 2017: -$1,7932017Revenue 2018: $30,665Expenses 2018: $24,413Net Income 2018: $6,2522018Revenue 2019: $35,883Expenses 2019: $23,440Net Income 2019: $12,4432019Revenue 2020: $36,210Expenses 2020: $29,321Net Income 2020: $6,8892020Revenue 2021: $121,501Expenses 2021: $68,398Net Income 2021: $53,1032021Revenue 2022: $83,521Expenses 2022: $72,633Net Income 2022: $10,8882022Revenue 2023: $140,630Expenses 2023: $70,985Net Income 2023: $69,6452023Revenue 2024: $114,633Expenses 2024: $125,634Net Income 2024: -$11,0012024

Highlighted filing

2024

Revenue$114,633
Expenses$125,634
Net Income-$11,001

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.03$2.47$1.15$1.26$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.03$2.58$1.41$0.71$0.70
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.88$0.84$0.73$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.02$1.77$1.22$0.68$0.53
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.36$0.29$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.36$0.23$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.31$0.24$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.26$0.27$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.95$0.55$0.41
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.31$0.34$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.21$0.20$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.62$0.00$0.62$0.19$0.67$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$1.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$0.46
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 5, 2023
Return Version
2022v5.0
Gross Receipts
$83,521
Mission and Program Overview

Mission

Educational - local history

Program Services

DescriptionGrantsExpenses
EDUCATIONAL - LOCAL HISTORY-$72,633
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN FOXWELLDirector-$0--
CAROLINE REDISKESecretary-$0--
LARRY SMETAKDirector-$0--
JAN CARLSONPresident-$0--
SHARON KELLYDirector-$0--
LISA MOSAYDirector-$0--
CURTIS NELSONVice Preside-$0--
MILLIE ENERSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Polk County Historical Society
EIN
39-6100798
Phone
7154859269
Address
PO BOX 41, BALSAM LAKE, WI 54810

Signing Officer

Name
Jan Carlson
Title
President
Phone
7154859269
Signed
2023-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Carlsonsv Llp
Address
301 KELLER AVE S, AMERY, WI 54001-1283
Preparer
Dirk a Prindle CPA
Phone
7159544995
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other revenue 77 total 77

Form 990-ez, Part I, Line 16

Expenses advertising 612 office supplies 1,927 books and subscriptions 30 po box 62 property insurance 2,218 liability insurance 1,020 contract services 8,816 business expenses 25 equipment rental and main 27,372 telephone 783 miscellaneous expenses 305 cleaning 2,887 archiving materials 1,228 program expense 1,204 display supplies 2,616 total 51,105

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,533 961

Raw XML Appendix175 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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IRS990EZ/BooksInCareOfDetail/PersonNm0MILLIE ENERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07154859269
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 41
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BALSAM LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054810
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0178588
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0188904
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt078688
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010888
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0629
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0178588
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0188904
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0130
IRS990EZ/GrossReceiptsAmt083521
IRS990EZ/GrossSalesOfInventoryAmt0130
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01053
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177055
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0187943
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177055
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0187943
IRS990EZ/OccupancyRentUtltsAndMaintAmt0155
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLAN FOXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLINE REDISKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY SMETAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAN CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARON KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA MOSAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CURTIS NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MILLIE ENERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051105
IRS990EZ/OtherRevenueTotalAmt077
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL - LOCAL HISTORY
IRS990EZ/PrintingPublicationsPostageAmt01395
IRS990EZ/ProgramServiceRevenueAmt03573
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL - LOCAL HISTORY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072633
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019349
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01533
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0961
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072633
IRS990EZ/TotalProgramServiceExpensesAmt072633
IRS990EZ/TotalRevenueAmt083521
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 11,676
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt078688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0227787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0868
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01516
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0717
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04613
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt067517
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0130
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0637
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt011039
IRS990ScheduleA/OtherIncome170Grp/TotalAmt011806
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80850
IRS990ScheduleA/PublicSupportPY170Pct00.80870
IRS990ScheduleA/PublicSupportTotal170Amt0197439
IRS990ScheduleA/SubstantialContributorsTotAmt030348
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt078688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024066
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025564
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0227787
IRS990ScheduleA/TotalSupportAmt0244206
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 77 TOTAL 77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 612 OFFICE SUPPLIES 1,927 BOOKS AND SUBSCRIPTIONS 30 PO BOX 62 PROPERTY INSURANCE 2,218 LIABILITY INSURANCE 1,020 CONTRACT SERVICES 8,816 BUSINESS EXPENSES 25 EQUIPMENT RENTAL AND MAIN 27,372 TELEPHONE 783 MISCELLANEOUS EXPENSES 305 CLEANING 2,887 ARCHIVING MATERIALS 1,228 PROGRAM EXPENSE 1,204 DISPLAY SUPPLIES 2,616 TOTAL 51,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,533 961
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07154859269
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-05
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ReturnHeader/Filer/BusinessNameControlTxt0POLK
ReturnHeader/Filer/EIN0396100798
ReturnHeader/Filer/PhoneNum07154859269
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 41
ReturnHeader/Filer/USAddress/CityNm0BALSAM LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054810
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411562398
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSONSV LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 KELLER AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0540011283
ReturnHeader/PreparerPersonGrp/PhoneNum07159544995
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIRK A PRINDLE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-09T14:24:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARLSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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Assets vs current organization

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