Civic Intelligence

James D and Bess S Polis Foundation

990PF • Fiscal year 2011 • EIN 65-6016835

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 25, 2012

Organization Profile
2824 Dover Drive82072
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

78th percentile

$12,500

Higher top officer pay than 78% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,075,430

No earlier filing loaded for comparison.

Net Assets

$1,075,430

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$98,220

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $1,075,430Liabilities 2011: $0Net Assets 2011: $1,075,4302011Assets 2012: $1,127,909Liabilities 2012: $02012Assets 2013: $1,101,917Liabilities 2013: $0Net Assets 2013: $1,101,9172013Assets 2014: $1,169,028Liabilities 2014: $0Net Assets 2014: $1,169,0282014Assets 2015: $1,079,664Liabilities 2015: $0Net Assets 2015: $1,079,6642015Assets 2016: $1,011,827Liabilities 2016: $0Net Assets 2016: $1,011,8272016Assets 2018: $844,459Liabilities 2018: $0Net Assets 2018: $844,4592018Assets 2019: $797,546Liabilities 2019: $0Net Assets 2019: $797,5462019Assets 2020: $964,937Liabilities 2020: $0Net Assets 2020: $964,9372020Assets 2021: $1,119,359Liabilities 2021: $0Net Assets 2021: $1,119,3592021Assets 2022: $1,114,891Liabilities 2022: $0Net Assets 2022: $1,114,8912022Assets 2023: $1,134,824Liabilities 2023: $0Net Assets 2023: $1,080,3772023Assets 2024: $1,045,927Liabilities 2024: $0Net Assets 2024: $1,055,6062024

Highlighted filing

2011

Assets$1,075,430
Liabilities$0
Net Assets$1,075,430
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $98,2202011Revenue 2012: $154,093Expenses 2012: $128,331Net Income 2012: $25,7622012Revenue 2013: $156,705Expenses 2013: $182,697Net Income 2013: -$25,9922013Revenue 2014: $127,656Expenses 2014: $157,538Net Income 2014: -$29,8822014Revenue 2015: $73,302Expenses 2015: $101,108Net Income 2015: -$27,8062015Revenue 2016: $41,602Expenses 2016: $109,439Net Income 2016: -$67,8372016Revenue 2018: $51,353Expenses 2018: $120,113Net Income 2018: -$68,7602018Revenue 2019: $51,301Expenses 2019: $99,912Net Income 2019: -$48,6112019Revenue 2020: $225,887Expenses 2020: $58,496Net Income 2020: $167,3912020Revenue 2021: $222,422Expenses 2021: $68,000Net Income 2021: $154,4222021Revenue 2022: $67,941Expenses 2022: $70,679Net Income 2022: -$2,7382022Revenue 2023: $35,683Expenses 2023: $70,197Net Income 2023: -$34,5142023Revenue 2024: $41,975Expenses 2024: $121,193Net Income 2024: -$79,2182024

Highlighted filing

2011

Revenue-
Expenses$98,220
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 25, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F POLISTrustee-$12,500-$12,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLIMB WYOMINGCHARITABLE/EDUCATION501C3LARAMIE, WY, US$25,000
Paid GrantSTPAUL NEWMAN CENTERRELIGIOUS501C3LARAMIE, WY, US$10,000
Paid GrantNATIONAL JEWISH HEALTHMEDICAL501C3DENVER, CO, US$10,000
Paid GrantGUIDING EYES FOR THE BLINCHARITABLE501C3YORKTOWN HEIGHTS, NY, US$5,000
Paid GrantSMILE TRAINMEDICAL/CHARITABLE501C3NEW YORK, NY, US$5,000
Paid GrantALBANY CTYPUBLIBFUNDATEDUCATIONAL501C3LARAMIE, WY, US$5,000
Paid GrantST JOSEPH'S CHILDREN'S HCHARITABLE501C3TORRINGTON, WY, US$5,000
Filing and Contact Details

Filer

EIN
65-6016835
Raw XML Appendix344 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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CompensationExplanation/Compensation/PersonName0JAMES F POLIS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0418625
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0PUBLICLY TRADED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0-447
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue059255
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue134484
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue221926
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue540993
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV056160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV131920
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1817610
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AMERICAN CAPITAL AGENCY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ANNALY CAPITAL MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AT&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3BP AMOCO PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CENTURY TEL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7CONSOLIDATED EDISON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ELI LILLY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ENBRIDGE ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10ENERGY TRANSFER PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11ISHARES TR HIGH YIELD CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12KINDERMORGANENERGYPARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13MCDONALD'S
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14MERCK & CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15NEW YORK COMMUNITY BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16NORTH AMERICAN TANKER SHIPPING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18PFIZER INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19PRUDHOE BAY ROYALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20SUBURBAN PROPANE PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21TRANSMONTAIGNE LP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25WELLS FARGO CAP XIV GTD 8.625%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26WHITING USA TRUST I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27WINDSTREAM
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES F POLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102824 DOVER DRIVE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JAMES F POLIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03077454565
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3MEDICAL/CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6MEDICAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CLIMB WYOMING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11GUIDING EYES FOR THE BLIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12STPAUL NEWMAN CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SMILE TRAIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14ALBANY CTYPUBLIBFUNDAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15ST JOSEPH'S CHILDREN'S H
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16NATIONAL JEWISH HEALTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501C3
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501C3
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10217 S 1ST STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11611 GRANITE SPRINGS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121800 E GRAND AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1341 MADISON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14310 S 8TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15POBOX 1117
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161400 JACKSON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LARAMIE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1YORKTOWN HEIGHTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LARAMIE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LARAMIE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5TORRINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5WY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode082070
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110598
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode282070
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode482070
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode582240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode680206
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear065000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear062720
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted062720
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203123
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear05403
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02280
IRS990PF/UndistributedIncome/ExcessFromYear203123
IRS990PF/UndistributedIncome/QualifyingDistributions065000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02280
IRS990PF/UndistributedIncome/TotalCorpus05403
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03123
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1ROYALTY TRUST ADMIN. EXPENSES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome020625
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020625
OtherIncomeSchedule2/OtherIncome/Description0SCOTTRADE
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome035699
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks035699
OtherIncreasesSchedule/OtherIncreases/Amount019422
OtherIncreasesSchedule/OtherIncreases/Description0LIMITED PARTNERSHIP BASIS ADJUSTMENTS
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0656016835
ReturnHeader/Filer/Name/BusinessNameLine10JAMES DAND BESS SPOLIS FOUNDATION
ReturnHeader/Filer/NameControl0JAME
ReturnHeader/Filer/Phone03077454565
ReturnHeader/Filer/USAddress/AddressLine102824 DOVER DRIVE
ReturnHeader/Filer/USAddress/City0LARAMIE
ReturnHeader/Filer/USAddress/State0WY
ReturnHeader/Filer/USAddress/ZIPCode082072
ReturnHeader/Officer/DateSigned02012-04-25
ReturnHeader/Officer/Name0JAMES F POLIS
ReturnHeader/Officer/Phone03077454565
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-04-29
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-29T21:49:41-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,075,430
Liabilities
$0
Net assets
$1,075,430
Revenue
-
Expenses
$98,220
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.06$0.04$0.12$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.08$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07$0.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.22$0.07$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.23$0.06$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.05$0.10$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.12$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.13$0.16$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.16$0.18$0.03
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$0.15$0.13$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.10