Civic Intelligence

Joseph & Helene Pollock Foundation

990PF • Fiscal year 2014 • EIN 23-7001691

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 03, 2015

Organization Profile
865 Romero Canyon RoadMontecito, CA 93108

(805) 689-7374

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$284,577

No earlier filing loaded for comparison.

Net Assets

$284,577

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

$185,020

No earlier filing loaded for comparison.

Expenses

$20,060

No earlier filing loaded for comparison.

Net Income

$164,960

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2014

Assets$284,577
Liabilities$0
Net Assets$284,577
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$185,020
Expenses$20,060
Net Income$164,960
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 3, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENE POLLOCKTrustee-$0--
THOMAS POLLOCKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph & Helene Pollock Foundation
EIN
23-7001691
Phone
8056897374
Address
865 ROMERO CANYON ROAD, MONTECITO, CA 93108

Signing Officer

Name
Joseph Pollock
Title
Trustee
Phone
8056897374
Signed
2015-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Scott Jeffers CPA Inc
Address
1801 CENTURY PARK EAST 1250, LOS ANGELES, CA 90067
Preparer
Scott Jeffers
Phone
3107124821
Raw XML Appendix270 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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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH POLLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08056897374
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH & HELENE POLLOCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0237001691
ReturnHeader/Filer/PhoneNum08056897374
ReturnHeader/Filer/USAddress/AddressLine1Txt0865 ROMERO CANYON ROAD
ReturnHeader/Filer/USAddress/CityNm0MONTECITO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208260955
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCOTT JEFFERS CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 CENTURY PARK EAST 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090067
ReturnHeader/PreparerPersonGrp/PhoneNum03107124821
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT JEFFERS
ReturnHeader/ReturnTs02015-11-03T15:59:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,577
Liabilities
$0
Net assets
$284,577
Revenue
$185,020
Expenses
$20,060
Net income
$164,960
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