Civic Intelligence

Joseph & Helene Pollock Foundation

EIN 23-7001691 • new york, NY

139 East 94th St Apt 11Anew york, NY 10128
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

1st percentile

-139432%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-71%

Faster revenue growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $100,391 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $100,391 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$72

Down $173 (-71%) from 2022

Expenses

Down

$100,463

Down $149,711 (-60%) from 2022

Net Income

Up

-$100,391

Up $149,538 (+60%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$400K$300K$200K$100K$0Assets 2014: $284,577Liabilities 2014: $0Net Assets 2014: $284,5772014Assets 2015: $231,022Liabilities 2015: $0Net Assets 2015: $231,0222015Assets 2019: $350,421Liabilities 2019: $0Net Assets 2019: $350,4212019Assets 2020: $350,460Liabilities 2020: $0Net Assets 2020: $350,4602020Assets 2021: $350,320Liabilities 2021: $0Net Assets 2021: $350,3202021Assets 2022: $100,391Liabilities 2022: $0Net Assets 2022: $100,3912022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

$400K$200K$0-$200K-$400KRevenue 2014: $185,020Expenses 2014: $20,060Net Income 2014: $164,9602014Revenue 2015: $25Expenses 2015: $53,580Net Income 2015: -$53,5552015Revenue 2019: $695Expenses 2019: $24Net Income 2019: $6712019Revenue 2020: $63Expenses 2020: $24Net Income 2020: $392020Revenue 2021: $35Expenses 2021: $175Net Income 2021: -$1402021Revenue 2022: $245Expenses 2022: $250,174Net Income 2022: -$249,9292022Revenue 2023: $72Expenses 2023: $100,463Net Income 2023: -$100,3912023

Highlighted filing

2023

Revenue$72
Expenses$100,463
Net Income-$100,391
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$72
Expenses
$100,463
Net income
-$100,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.00$1.00
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$2.50$2.50
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.00$0.54$0.54
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$1.85$0.20$1.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGO P SINCLAIRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph & Helene Pollock Foundation
EIN
23-7001691
In Care Of
% KAREN MORA
Phone
8056897374
Address
139 East 94th St Apt 11A, new york, NY 10128

Signing Officer

Name
Margo Sinclair
Title
Trustee
Phone
8056897374
Signed
2024-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
Raw XML Appendix221 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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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt024925
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt024925
LiquidationExplanationStmt/ExplanationTxt0ON DECEMBER 22, 2022, THE SUPERIOR COURT OF THE STATE OF CALIFORNIA APPROVED THE FINAL DISTRIBUTION OF ASSETS AND TERMINATION PLAN FOR THE JOSEPH AND HELENE POLLOCK FOUNDATION (THE "FOUNDATION"). THE COURT-AUTHORIZED DOCUMENT IS ATTACHED. THESE DISTRIBUTIONS WERE MADE DURING THE FOUNDATION'S 2022 AND 2023 TAX YEARS. THE DISTRIBUTIONS MADE DURING THE 2023 TAX YEAR CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. PLEASE SEE FORM 990-PF PAGE 1 AND STATEMENT 7 FOR DETAIL OF THESE DISTRIBUTIONS. AS THE FOUNDATION HAS NO REMAINING ASSETS OR LIABILITIES, THE FOUNDATION IS TERMINATED AS OF DECEMBER 31, 2023.
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt13
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH & HELENE POLLOCK FOUNDATION
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091361
ReturnHeader/PreparerPersonGrp/PhoneNum08053748555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Wilkinson
ReturnHeader/ReturnTs02024-04-12T22:50:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SINCLAIR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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