Civic Intelligence

Bennack Polan Foundation A57121005

990PF • Fiscal year 2019 • EIN 20-3981786

Dec 01, 2018 to Nov 30, 2019 • Filed on Jun 16, 2020

Organization Profile

Refreshing map…

339 Indian Rock RoadNew Canaan, CT 06840

(203) 966-8157

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

90th percentile

37%

Faster asset growth than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

634%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,407,160

Up $922,696 (+37%) from 2018

Net Assets

Down

$3,407,160

Down $298,644 (-8.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$273,702

Up $236,425 (+634%) from 2018

Expenses

Down

$81,510

Down $114,250 (-58%) from 2018

Net Income

Up

$192,192

Up $350,675 (+221%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,920,414Liabilities 2011: $02011Assets 2012: $1,877,959Liabilities 2012: $02012Assets 2013: $2,046,656Liabilities 2013: $02013Assets 2014: $2,583,678Liabilities 2014: $02014Assets 2015: $3,872,737Liabilities 2015: $02015Assets 2017: $3,137,194Liabilities 2017: $0Net Assets 2017: $3,137,1942017Assets 2018: $2,484,464Liabilities 2018: $0Net Assets 2018: $3,705,8042018Assets 2019: $3,407,160Liabilities 2019: $0Net Assets 2019: $3,407,1602019Assets 2020: $3,273,240Liabilities 2020: $0Net Assets 2020: $3,253,9382020Assets 2021: $3,216,213Liabilities 2021: $0Net Assets 2021: $3,203,2802021Assets 2022: $3,214,694Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $3,269,941Liabilities 2023: $12023

Highlighted filing

2019

Assets$3,407,160
Liabilities$0
Net Assets$3,407,160
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $27,350Expenses 2011: $110,481Net Income 2011: -$83,1312011Revenue 2012: $59,891Expenses 2012: $102,346Net Income 2012: -$42,4552012Revenue 2013: $295,853Expenses 2013: $127,156Net Income 2013: $168,6972013Revenue 2014: $654,541Expenses 2014: $117,519Net Income 2014: $537,0222014Revenue 2015: $1,509,987Expenses 2015: $220,115Net Income 2015: $1,289,8722015Revenue 2017: $214,648Expenses 2017: $106,356Net Income 2017: $108,2922017Revenue 2018: $37,277Expenses 2018: $195,760Net Income 2018: -$158,4832018Revenue 2019: $273,702Expenses 2019: $81,510Net Income 2019: $192,1922019Revenue 2020: $190,702Expenses 2020: $565,037Net Income 2020: -$374,3352020Revenue 2021: $311,867Expenses 2021: $276,542Net Income 2021: $35,3252021Revenue 2022: $139,723Expenses 2022: $123,418Net Income 2022: $16,3052022Revenue 2023: $211,115Expenses 2023: $190,197Net Income 2023: $20,9182023

Highlighted filing

2019

Revenue$273,702
Expenses$81,510
Net Income$192,192
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Jun 16, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK A BENNACK JRPresident-$0--
MARY LAKE POLANVice President-$0--
SHELLY MCCULLOUGHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bennack Polan Foundation
EIN
20-3981786
Phone
2039668157
Address
339 INDIAN ROCK ROAD, New Canaan, CT 06840

Signing Officer

Name
Frank a Bennack
Title
President
Phone
2039668157
Signed
2020-06-16
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
41 W PUTNAM AVE, GREENWICH, CT 06830
Preparer
Sukhsuren Tseden
Phone
2036227326
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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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016510
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1334
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1588 SHARES VANGUARD SHORT TERM BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MUTUAL FUND VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MUTUAL FUND VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-11
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0192192
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0490836
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0179009
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0184184
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05175
IRS990PF/DistributableAmountGrp/TotalTaxAmt05175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05175
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05175
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt041840
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03697945
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt056097
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0184184
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03683688
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK A BENNACK JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY LAKE POLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHELLY MCCULLOUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0339 INDIAN ROCK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1339 INDIAN ROCK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2339 INDIAN ROCK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New Canaan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New Canaan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2New Canaan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GOSIA SMEED
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New Canaan
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006840
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0490836
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO PRIOR YEAR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03722
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111226
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BROKERAGE FEES JAN TO NOV 2019
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TaxesSchedule/TaxesDetail/Amt01212
TaxesSchedule/TaxesDetail/CategoryTxt0FISCAL YEAR 2017 FED TAX PAYMENT
ReturnHeader/BuildTS02021-09-10 13:11:23Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK A BENNACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/Filer/BusinessNameControlTxt0BENN
ReturnHeader/Filer/EIN0203981786
ReturnHeader/Filer/PhoneNum02039668157
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006145120201682297400
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-06-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.153.231.186
ReturnHeader/FilingSecurityInformation/IPDt02020-06-26
ReturnHeader/FilingSecurityInformation/IPTm016:00:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 W PUTNAM AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02036227326
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sukhsuren Tseden
ReturnHeader/ReturnTs02020-06-26T20:45:18Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,407,160
Liabilities
$0
Net assets
$3,407,160
Revenue
$273,702
Expenses
$81,510
Net income
$192,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.27$0.00$0.21$0.19$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$0.00$0.14$0.12$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.20$0.31$0.28$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.25$0.19$0.57$0.37
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.27$0.08$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$3.71$0.04$0.20$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.21$0.11$0.11
2015Summary only. Only limited summary data is available for this year.$3.87$0.00$1.51$0.22$1.29
2014Summary only. Only limited summary data is available for this year.$2.58$0.00$0.65$0.12$0.54
2013Summary only. Only limited summary data is available for this year.$2.05$0.00$0.30$0.13$0.17
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$0.06$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$1.92$0.00$0.03$0.11$0.08