Civic Intelligence

Sara Pollack Educational Trust

990PF • Fiscal year 2021 • EIN 38-6424735

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 13, 2022

Organization Profile
345 Sumac LaneAnn Arbor, MI 48105

(734) 663-9151

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

85th percentile

49%

Higher net margin than 85% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

3.2%

Faster asset growth than 49% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

39%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$74,158

Up $2,294 (+3.2%) from 2020

Net Assets

Up

$74,158

Up $2,294 (+3.2%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Up

$9,899

Up $2,792 (+39%) from 2020

Expenses

Flat

$5,000

Flat from 2020

Net Income

Up

$4,899

Up $2,792 (+133%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$80K$60K$40K$20K$0Assets 2013: $61,661Liabilities 2013: $02013Assets 2015: $58,570Liabilities 2015: $02015Assets 2019: $66,608Liabilities 2019: $02019Assets 2020: $71,864Liabilities 2020: $1Net Assets 2020: $71,8642020Assets 2021: $74,158Liabilities 2021: $1Net Assets 2021: $74,1582021Assets 2022: $58,253Liabilities 2022: $0Net Assets 2022: $58,2532022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$74,158
Liabilities$1
Net Assets$74,158
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2013: $3,091Expenses 2013: $3,000Net Income 2013: $912013Revenue 2015: $3,720Expenses 2015: $4,200Net Income 2015: -$4802015Revenue 2019: $1,780Expenses 2019: $5,000Net Income 2019: -$3,2202019Revenue 2020: $7,107Expenses 2020: $5,000Net Income 2020: $2,1072020Revenue 2021: $9,899Expenses 2021: $5,000Net Income 2021: $4,8992021Revenue 2022: $4,757Expenses 2022: $5,000Net Income 2022: -$2432022Revenue 2023: $508Expenses 2023: $0Net Income 2023: $5082023

Highlighted filing

2021

Revenue$9,899
Expenses$5,000
Net Income$4,899
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY N POLLACKTrustee-$0--
LANA B POLLACKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sara Pollack Educational Trust
EIN
38-6424735
Phone
7346639151
Address
345 SUMAC LANE, ANN ARBOR, MI 48105

Signing Officer

Name
Henry N Pollack
Title
Trustee
Phone
7346639151
Signed
2022-04-13
Discuss with paid preparer
Yes

Preparer

Firm
IVERS RICKELMANN & PETERSEN CPA'S
Address
2929 PLYMOUTH RD SUITE 350, ANN ARBOR, MI 48105
Preparer
Mary Ivers CPA
Phone
7349947500
Raw XML Appendix271 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt071864
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TIAA MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt074158
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt074158
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02605
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY N POLLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07346639151
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA POLLACK EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0386424735
ReturnHeader/Filer/PhoneNum07346639151
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 SUMAC LANE
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453630198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IVERS RICKELMANN & PETERSEN CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02929 PLYMOUTH RD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANN ARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048105
ReturnHeader/PreparerPersonGrp/PhoneNum07349947500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY IVERS CPA
ReturnHeader/ReturnTs02022-04-13T17:33:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HENRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POLLACK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,158
Liabilities
$1
Net assets
$74,158
Revenue
$9,899
Expenses
$5,000
Net income
$4,899
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.51$0.00$0.51
2022Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$4.76$5.00$0.24
2021Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$9.90$5.00$4.90
2020Detailed filing. Detailed filing data is available for this year.$71.9$0.00$71.9$7.11$5.00$2.11
2019Summary only. Only limited summary data is available for this year.$66.6$0.00$1.78$5.00$3.22
2015Summary only. Only limited summary data is available for this year.$58.6$0.00$3.72$4.20$0.48
2013Summary only. Only limited summary data is available for this year.$61.7$0.00$3.09$3.00$0.09