Civic Intelligence

Polk Burnett Payee Inc

EIN 90-0448533 • 501(c)3 • Shell Lake, WI

Profile

To provide representative payee and financial advocacy services to those who, for whatever reason, cannot handle their financial affairs each month.

PO Box 577Shell Lake, WI 54871

n/A

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.32x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$51,825

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

96th percentile

127%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

0.3%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$787,177

Up $440,905 (+127%) from 2023

Liabilities

Up

$784,592

Up $440,735 (+128%) from 2023

Net Assets

Up

$2,585

Up $170 (+7.0%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin39th percentile

Revenue

Up

$2,428,368

Up $7,926 (+0.3%) from 2023

Expenses

Up

$2,428,198

Up $7,132 (+0.3%) from 2023

Net Income

Up

$170

Up $794 (+127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2010: $39,161Liabilities 2010: $38,860Net Assets 2010: $3012010Assets 2011: $37,355Liabilities 2011: $36,618Net Assets 2011: $7372011Assets 2012: $51,216Liabilities 2012: $49,289Net Assets 2012: $1,9272012Assets 2013: $41,493Liabilities 2013: $40,743Net Assets 2013: $7502013Assets 2014: $43,224Liabilities 2014: $41,145Net Assets 2014: $2,0792014Assets 2015: $64,246Liabilities 2015: $61,019Net Assets 2015: $3,2272015Assets 2016: $41,159Liabilities 2016: $38,922Net Assets 2016: $2,2372016Assets 2017: $32,527Liabilities 2017: $32,994Net Assets 2017: -$4672017Assets 2018: $64,967Liabilities 2018: $65,675Net Assets 2018: -$7082018Assets 2019: $83,631Liabilities 2019: $81,169Net Assets 2019: $2,4622019Assets 2020: $274,886Liabilities 2020: $272,291Net Assets 2020: $2,5952020Assets 2021: $315,932Liabilities 2021: $313,787Net Assets 2021: $2,1452021Assets 2022: $321,235Liabilities 2022: $318,196Net Assets 2022: $3,0392022Assets 2023: $346,272Liabilities 2023: $343,857Net Assets 2023: $2,4152023Assets 2024: $787,177Liabilities 2024: $784,592Net Assets 2024: $2,5852024

Highlighted filing

2024

Assets$787,177
Liabilities$784,592
Net Assets$2,585
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $297,9522010Expenses 2011: $451,8152011Expenses 2012: $519,4402012Revenue 2013: $514,283Expenses 2013: $515,460Net Income 2013: -$1,1772013Revenue 2014: $497,885Expenses 2014: $496,556Net Income 2014: $1,3292014Revenue 2015: $488,808Expenses 2015: $487,660Net Income 2015: $1,1482015Revenue 2016: $455,845Expenses 2016: $456,835Net Income 2016: -$9902016Revenue 2017: $478,874Expenses 2017: $481,500Net Income 2017: -$2,6262017Revenue 2018: $600,343Expenses 2018: $600,584Net Income 2018: -$2412018Revenue 2019: $763,682Expenses 2019: $760,512Net Income 2019: $3,1702019Revenue 2020: $1,090,656Expenses 2020: $1,090,523Net Income 2020: $1332020Revenue 2021: $1,477,002Expenses 2021: $1,477,452Net Income 2021: -$4502021Revenue 2022: $1,614,225Expenses 2022: $1,613,331Net Income 2022: $8942022Revenue 2023: $2,420,442Expenses 2023: $2,421,066Net Income 2023: -$6242023Revenue 2024: $2,428,368Expenses 2024: $2,428,198Net Income 2024: $1702024

Highlighted filing

2024

Revenue$2,428,368
Expenses$2,428,198
Net Income$170
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$787,177
Liabilities
$784,592
Net assets
$2,585
Revenue
$2,428,368
Expenses
$2,428,198
Net income
$170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.78$0.00$2.43$2.43$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.34$0.00$2.42$2.42$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.00$1.61$1.61$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.31$0.00$1.48$1.48$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.00$1.09$1.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.00$0.76$0.76$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.07$0.00$0.60$0.60$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$0.48$0.48$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$0.46$0.46$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$0.49$0.49$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$0.50$0.50$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$0.51$0.52$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.00$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.00$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.00$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$2,428,368
Mission and Program Overview

Mission

To provide representative payee and financial advocacy services to those who, for whatever reason, cannot handle their financial affairs each month.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$344,797$783,313▲ $438,516
Accounts Receivable$1,475$3,864▲ $2,389
Cap Stk Tr Prin Current Funds$2,415$2,585▲ $170
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$346,272$787,177▲ $440,905
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$343,857$784,592▲ $440,735
Total Liabilities$343,857$784,592▲ $440,735
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,415$2,585▲ $170
Total Liabilities and Net Assets / Fund Balance$346,272$787,177▲ $440,905
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleBaseTotal
Michael AndrewsPresident/exec Director$51,825$51,825

Board Members and Trustees

NameTitle
Katie FolstadVice President
Kayla BowenDirector
Jennifer SchutzSecretary
Andrew EchieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,428,368
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,352,376
Salaries, Compensation, and Employee Benefits$75,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$51,825-$51,825
Other Salaries and Wages-$18,609-$18,609
Occupancy-$8,100-$8,100
Payroll Taxes-$5,388-$5,388
Travel-$5,056-$5,056
Office Expenses-$4,481-$4,481
Information Technology-$4,392-$4,392
Insurance-$4,149-$4,149
Fees for Services Legal-$3,046-$3,046
All Other Expenses-$2,838-$2,838
Other Expenses$2,311,786$1,876-$1,876
Advertising-$438-$438
Total Functional Expenses$2,311,786$116,412$0$2,428,198
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust for Beneficiary$782,582
Payroll Liabilities$2,010
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Our board does not have committees”

Form 990, Part VI, Section B, Line 11B

“The president and secretary/treasurer review the form 990 prior to signing and filing the return.”

Form 990, Part VI, Section B, Line 12C

“Each board member is required to report to the board any instances of a conflict of interest that arise during the year. No conflict of interest issues came to our attention during the year.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the general public upon written request.”

Filing and Contact Details

Filer

Filer Name
Polk Burnett Payee Inc
EIN
90-0448533
Phone
7155540028
Address
PO BOX 577, SHELL LAKE, WI 54871

Signing Officer

Name
Michael Andrews
Title
President
Phone
7154160315
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Andrews
Formed
2009
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
0

Preparer

Firm
Anderson Hager & Moe Sc
Address
827 HAMMOND AVENUE, RICE LAKE, WI 54868
Preparer
Curt J Rowe CPA
Phone
7152348419
Raw XML Appendix342 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01090574
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09030512
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0782582
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12010
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD IN TRUST FOR BENEFICIARY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0784592
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR BOARD DOES NOT HAVE COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT AND SECRETARY/TREASURER REVIEW THE FORM 990 PRIOR TO SIGNING AND FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD MEMBER IS REQUIRED TO REPORT TO THE BOARD ANY INSTANCES OF A CONFLICT OF INTEREST THAT ARISE DURING THE YEAR. NO CONFLICT OF INTEREST ISSUES CAME TO OUR ATTENTION DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0787177
IRS990/TotalAssetsGrp/BOYAmt0346272
IRS990/TotalAssetsGrp/EOYAmt0787177
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0116412
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02311786
IRS990/TotalFunctionalExpensesGrp/TotalAmt02428198
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0343857
IRS990/TotalLiabilitiesEOYAmt0784592
IRS990/TotalLiabilitiesGrp/BOYAmt0343857
IRS990/TotalLiabilitiesGrp/EOYAmt0784592
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02415
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02585
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02311786
IRS990/TotalProgramServiceRevenueAmt02428368
IRS990/TotalReportableCompFromOrgAmt051825
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02428368
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02428368
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0346272
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0787177
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt05056
IRS990/TravelGrp/TotalAmt05056
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0109 6TH AVENUE
IRS990/USAddress/CityNm0SHELL LAKE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054871
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ANDREWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07154160315
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLK BURNETT PAYEE INC
ReturnHeader/Filer/BusinessNameControlTxt0POLK
ReturnHeader/Filer/EIN0900448533
ReturnHeader/Filer/PhoneNum07155540028
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 577
ReturnHeader/Filer/USAddress/CityNm0SHELL LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054871
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391248105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON HAGER & MOE SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0827 HAMMOND AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICE LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054868
ReturnHeader/PreparerPersonGrp/PhoneNum07152348419
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURT J ROWE CPA
ReturnHeader/ReturnTs02025-11-14T08:26:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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