Civic Intelligence

Joseph & Helene Pollock Foundation

990PF • Fiscal year 2020 • EIN 23-7001691

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-91%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$350,460

Up $39 (+0.0%) from 2019

Net Assets

Up

$350,460

Up $39 (+0.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin91st percentile

Revenue

Down

$63

Down $632 (-91%) from 2019

Expenses

Flat

$24

Flat from 2019

Net Income

Down

$39

Down $632 (-94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2020

Assets$350,460
Liabilities$0
Net Assets$350,460
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$63
Expenses$24
Net Income$39
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENE POLLOCKTrustee-$0--
THOMAS POLLOCKTrustee (Thru 8/1/2020)-$0--
MARGO SINCLAIR NEE POLLOCKTrustee (As Of 8/2/2020)-$0--
Filing and Contact Details

Filer

Filer Name
Joseph & Helene Pollock Foundation
EIN
23-7001691
In Care Of
% KAREN MORA
Phone
8056897374
Address
865 ROMERO CANYON ROAD, MONTECITO, CA 93108

Signing Officer

Name
Helene Pollock
Title
Trustee
Phone
8056897374
Signed
2021-05-17
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 Appendix220 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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
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ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0237001691
ReturnHeader/Filer/InCareOfNm0% KAREN MORA
ReturnHeader/Filer/PhoneNum08056897374
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 TOWNSGATE ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091361
ReturnHeader/PreparerPersonGrp/PhoneNum08053748555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Wilkinson
ReturnHeader/ReturnTs02021-05-16T23:34:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HELENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POLLOCK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$350,460
Liabilities
$0
Net assets
$350,460
Revenue
$63
Expenses
$24
Net income
$39
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