Civic Intelligence

Joseph & Helene Pollock Foundation

990PF • Fiscal year 2022 • EIN 23-7001691

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
139 East 94th St Apt 11Anew york, NY 10128

(805) 689-7374

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-102012%

Higher net margin than 1% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

6th percentile

-71%

Faster asset growth than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

600%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$100,391

Down $249,929 (-71%) from 2021

Net Assets

Down

$100,391

Down $249,929 (-71%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Up

$245

Up $210 (+600%) from 2021

Expenses

Up

$250,174

Up $249,999 (+142857%) from 2021

Net Income

Down

-$249,929

Down $249,789 (-178421%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2022

Assets$100,391
Liabilities$0
Net Assets$100,391
Open 2022 Filing

Operations Trend

Revenue Growth96th 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

2022

Revenue$245
Expenses$250,174
Net Income-$249,929
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENE POLLOCKTrustee-$0--
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
2023-11-15
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 Appendix211 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0139 East 94th St Apt 11A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1139 East 94th St Apt 11A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0new york
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010128
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KAREN MORA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08056897378
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HELENE POLLOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT THE POLLOCK THEATER AND THE PROGRAMS OF THE CENTER FOR FILM, TELEVISION AND NEW MEDIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UCSB FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF JOSEPH & HELENE POLLOCK FOUNDATION'S ASSETS. DURING 2022, THE JOSEPH & HELENE POLLOCK FOUNDATION MADE DISTRIBUTIONS OF $249,929 FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 71.34% OF JOSEPH & HELENE POLLOCK FOUNDATION'S NET ASSETS OF $350,320 (AS MEASURED BY THE FAIR MARKET VALUE) AT THE BEGINNING OF 2022. PLEASE SEE FORM 990-PF PAGE 1 AND STATEMENT #6 FOR DETAIL OF THE DISTRIBUTIONS MADE. DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME: TOTAL DISTRIBUTIONS OF ASSETS $250,174 LESS: CURRENT INCOME - $245 TOTAL DISTRIBUTIONS FROM OTHER SOURCES $249,929 THE SUPERIOR COURT OF THE STATE OF CALIFORNIA FOR THE COUNTY OF LOS ANGELES APPROVED THE FINAL DISTRIBUTION AND TERMINATION PLAN. THE COURT-AUTHORIZED DOCUMENT IS ATTACHED.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0174
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGO SINCLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08056897374
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH & HELENE POLLOCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0237001691
ReturnHeader/Filer/InCareOfNm0% KAREN MORA
ReturnHeader/Filer/PhoneNum08056897374
ReturnHeader/Filer/USAddress/AddressLine1Txt0139 East 94th St Apt 11A
ReturnHeader/Filer/USAddress/CityNm0new york
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010128
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/ReturnTs02023-11-10T17:13:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SINCLAIR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,391
Liabilities
$0
Net assets
$100,391
Revenue
$245
Expenses
$250,174
Net income
-$249,929
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