Civic Intelligence

Joseph & Helene Pollock Foundation

990PF • Fiscal year 2015 • EIN 23-7001691

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-214220%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$231,022

Down $53,555 (-19%) from 2014

Net Assets

Down

$231,022

Down $53,555 (-19%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$25

Down $184,995 (-100%) from 2014

Expenses

Up

$53,580

Up $33,520 (+167%) from 2014

Net Income

Down

-$53,555

Down $218,515 (-132%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2015

Assets$231,022
Liabilities$0
Net Assets$231,022
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

2015

Revenue$25
Expenses$53,580
Net Income-$53,555
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th 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
2016-11-07
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 Appendix285 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/UndistributedIncomeGrp/ExcessFromYear2Amt048798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0199906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0187
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038255
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0297297
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0259042
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0CA SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt1CA ATTY GENERAL RENEWAL FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH POLLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08056897374
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
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/ReturnTs02016-11-07T18:09:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,022
Liabilities
$0
Net assets
$231,022
Revenue
$25
Expenses
$53,580
Net income
-$53,555
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