Civic Intelligence

Polk Burnett Payee Inc.

990 • Fiscal year 2011 • EIN 90-0448533

Jan 01, 2011 to Dec 31, 2011 • Filed on May 08, 2012

PO Box 8254853
Siviq Scores

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

Liabilities / Assets

93rd percentile

0.98x

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

2011 filings • 501(c)3 • <$500k 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

40th percentile

-4.6%

Faster asset growth than 40% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$37,355

Down $1,806 (-4.6%) from 2010

Net Assets

Up

$737

Up $436 (+145%) from 2010

Liabilities

Down

$36,618

Down $2,242 (-5.8%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$451,815

Up $153,863 (+52%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$37,355
Liabilities$36,618
Net Assets$737

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$451,815
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 8, 2012
Return Version
2011v1.2
Gross Receipts
$452,251
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.

Filing and Contact Details

Filer

EIN
90-0448533
Raw XML Appendix308 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/Form990PartVIISectionA/Title0VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title1PRESIDENT
IRS990/Form990PartVIISectionA/Title2SEC AND TREAS
IRS990/Form990PartVIISectionA/Title3DIRECTOR
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IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
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IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
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IRS990/Insurance/Total0535
IRS990/IntangibleAssets/BOY0475
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IRS990/InvestmentIncomeCurrentYear00
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IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
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IRS990/NumberFormsTransmittedWith109601
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IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0297952
IRS990/OtherExpensesCurrentYear0451815
IRS990/OtherExpenses/Description0OFFICE SUPPLIES AND POSTAGE
IRS990/OtherExpenses/Description1TELEPHONE
IRS990/OtherExpenses/Description2EXPENSES PD FBO BENEFICIARY
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IRS990/ProgramServiceRevenue/Description0REP PAYEE SERVICES
IRS990/ProgramServiceRevenue/Description1MONTHLY SERVICE FEE
IRS990/ProgramServiceRevenuePriorYear0300004
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0436156
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome116095
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IRS990ScheduleD/OtherLiabilities/Amount036608
IRS990ScheduleD/OtherLiabilities/Amount110
IRS990ScheduleD/OtherLiabilities/Description0FUNDS HELD IN ESCROW FOR BEN
IRS990ScheduleD/OtherLiabilities/Description1ACCOUNTS PAYABLE
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IRS990ScheduleO/GeneralExplanation/Explanation0OUR BOARD DOES NOT HAVE COMMITTEES
IRS990ScheduleO/GeneralExplanation/Explanation1THE PRESIDENT AND SECRETARYTREASURER REVIEW THE FORM 990 PRIOR TO SIGNING AND FILING THE RETURN
IRS990ScheduleO/GeneralExplanation/Explanation2EACH 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/GeneralExplanation/Explanation3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Identifier001. Committee meeting documentation (Part VI, line 8b)
IRS990ScheduleO/GeneralExplanation/Identifier102. Form 990 governing body review (Part VI, line 11)
IRS990ScheduleO/GeneralExplanation/Identifier203. Conflict of interest policy compliance (Part VI, line 12c)
IRS990ScheduleO/GeneralExplanation/Identifier304. Governing documents, etc, available to public (Part VI, line 19)
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IRS990/YearFormation02009
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0900448533
ReturnHeader/Filer/Name/BusinessNameLine10POLK BURNETT PAYEE INC
ReturnHeader/Filer/NameControl0POLK
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 82
ReturnHeader/Filer/USAddress/City0LUCK
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054853
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02012-05-08
ReturnHeader/Officer/Name0PAT KIRKWOOD
ReturnHeader/Officer/Phone07154722728
ReturnHeader/Officer/Title0SEC AND TREAS
ReturnHeader/Preparer/DatePrepared02012-05-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Avion Accounting Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 71
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Siren
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode054872
ReturnHeader/Preparer/Name0Rochelle Taylor CPA
ReturnHeader/Preparer/Phone07153498700
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-09T14:43:26-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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