Pooling Resources INC FY2021 filing

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Educational management services

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-5018655) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$235K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $234K a year · 16% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
81% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$235K
to officers and key staff · 20% of spending
Pay to officers and key staff is 20% of spending.
Part VII, Section A
5.2 mo
of spending, in cash
Plus $1.0M in investments, Pt X · Ln 11–13
5.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$75K
5% of total assets
Liabilities are 5% of assets.
Pt X · Ln 26
Independent board members
3
of 3 voting members
3 of 3 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$1.3M
Spent
$1.2M
To programs
81%
Net assets
$1.6M
By yearFY2021–FY2025
Revenue
$1.3M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$1.3M
FY2022$1.4M
FY2023$1.4M
FY2024$1.5M
FY2025$1.6M
Expenses
$1.2M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$1.2M
FY2022$1.1M
FY2023$1.2M
FY2024$1.3M
FY2025$1.3M
Net assets
$1.6M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$1.6M
FY2022$1.7M
FY2023$2.0M
FY2024$2.2M
FY2025$2.6M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $935K Management & general 19% · $225K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $235K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
General Manager
$123,721Pt VII · Sec A
Consultant
$111,608Pt VII · Sec A
President
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A

Stacy Norbeck’s $167K as General Manager is at the 57th percentile of top reported officer pay among 731 $1–10M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2022FY2021
Stacy Norbeck$167,348$153,470$127,990$123,721
John Bates———$111,608

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Pooling Resources INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides educational management services to improve schools.

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1 program · $935K · in their own filed words · FY2020
01

Provided human resources management training and consulting services to the Public Agency Compensation Trust and Nevada Public Agency Insurance Pool benefiting 125 local government entities.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-5018655) · Dispute this line
$935Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$18K
Money outPt IX
$1.2M
Ln 25
Programscol B$935K
Managementcol C$225K
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$499K
Total assetsLn 16$1.6M
LiabilitiesLn 26$75K
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$18K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
SavingsLn 2$499K
Cash and savings togetherLn 1–2$499K
Accounts receivableLn 4$108K
InvestmentsLn 11–13$1.0M
Other assetsLn 15$14K
Total assetsLn 16$1.6M
LiabilitiesLn 26$75K
Net assetsLn 32$1.6M
OperationsPt I, VI
EmployeesI 511
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$365K$499K
InvestmentsLn 11–13$927K$1.0M
Total assetsLn 16$1.4M$1.6M
LiabilitiesLn 26$67K$75K
Net assetsLn 32$1.3M$1.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$125K$106K$19K$0
Other salaries and wagesLn 7$501K$426K$75K$0
Pension plan contributionsLn 8$120K$102K$18K$0
Other employee benefitsLn 9$103K$87K$15K$0
Payroll taxesLn 10$48K$41K$7K$0
Management feesLn 11a$26K$0$26K$0
Legal feesLn 11b$8K$5K$3K$0
Accounting feesLn 11c$8K$5K$3K$0
Office expensesLn 13$9K$7K$1K$0
OccupancyLn 16$78K$67K$12K$0
TravelLn 17$6K$6K$0$0
Other expenses (24a–d)Ln 24$58K$24K$34K$0
All other expensesLn 24e$71K$60K$10K$0
Total functional expensesLn 25$1.2M$935K$225K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Sep 19, 2025 $1.6M$1.3M$298K$2.6M 990 PDF
FY2024Filed with the IRS Oct 24, 2024 $1.5M$1.3M$213K$2.2M 990 PDF
FY2023Filed with the IRS Oct 30, 2023 $1.4M$1.2M$237K$2.0M 990 PDF
FY2022Filed with the IRS Dec 3, 2022 $1.4M$1.1M$268K$1.7M 990 PDF
FY2021 ViewingFiled with the IRS Oct 6, 2021 $1.3M$1.2M$156K$1.6M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $1,315,581 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,248,000$1,297,935
I-9 Program service revenue$0
I-10 Investment incomePrior year $16,089$17,646
I-11 Other revenue$0
I-12 Total revenuePrior year $1,264,089$1,315,581
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $959,400$896,545
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $295,022$263,425
I-18 Total expensesPrior year $1,254,422$1,159,970
I-19 Revenue less expensesPrior year $9,667$155,611
Part VI · Governance 3 of 3 board members independent, no flags
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,315,581 across 4 lines filed
VIII-1f All other contributions, gifts and grants$1,297,935
VIII-1h Total contributions, gifts and grants$1,297,935
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$17,646
VIII-12 Total revenueRelated to mission $17,646 · Unrelated business $0 · Excluded from tax $0$1,315,581
Part IX · Statement of functional expenses $1,159,970 across 13 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $105,857 · Management $18,681 · Fundraising $0$124,538
IX-7 Other salaries and wagesPrograms $425,509 · Management $75,090 · Fundraising $0$500,599
IX-8 Pension plan contributionsPrograms $102,383 · Management $18,068 · Fundraising $0$120,451
IX-9 Other employee benefitsPrograms $87,392 · Management $15,422 · Fundraising $0$102,814
IX-10 Payroll taxesPrograms $40,922 · Management $7,221 · Fundraising $0$48,143
IX-11a Management feesPrograms $0 · Management $25,752 · Fundraising $0$25,752
IX-11b Legal feesPrograms $4,683 · Management $3,314 · Fundraising $0$7,997
IX-11c Accounting feesPrograms $4,714 · Management $3,336 · Fundraising $0$8,050
IX-13 Office expensesPrograms $7,270 · Management $1,283 · Fundraising $0$8,553
IX-16 OccupancyPrograms $66,596 · Management $11,752 · Fundraising $0$78,348
IX-17 TravelPrograms $5,925 · Management $0 · Fundraising $0$5,925
IX-24 Other expenses (24a–d)Programs $23,868 · Management $34,271 · Fundraising $0$58,139
IX-24e All other expensesPrograms $60,220 · Management $10,441 · Fundraising $0$70,661
IX-25 Total functional expensesPrograms $935,339 · Management $224,631 · Fundraising $0$1,159,970
Part X · Balance sheet $1,646,320 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $365,089$498,908
X-4 Accounts receivableStart of year $104,000$108,160
X-11 Publicly traded securitiesStart of year $927,455$1,024,874
X-15 Other assetsStart of year $14,469$14,378
X-16 Total assetsStart of year $1,411,013$1,646,320
X-17 Accounts payable and accrued expensesStart of year $18,031$27,587
X-25 Other liabilitiesStart of year $49,262$47,523
X-26 Total liabilitiesStart of year $67,293$75,110
X-27 Net assets without donor restrictionsStart of year $1,343,720$1,571,210
X-32 Total net assets or fund balancesStart of year $1,343,720$1,571,210
X-33 Total liabilities and net assetsStart of year $1,411,013$1,646,320
Part XI · Reconciliation of net assets $1,571,210 net assets at year end
XI-1 Total revenue$1,315,581
XI-2 Total expenses$1,159,970
XI-3 Revenue less expenses$155,611
XI-4 Net assets at start of year$1,343,720
XI-5 Net unrealized gains (losses) on investments$80,395
XI-7 Investment expenses−$8,516
XI-10 Net assets at end of year$1,571,210

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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