Civic Intelligence

Sara Pollack Educational Trust

990PF • Fiscal year 2022 • EIN 38-6424735

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 25, 2023

Organization Profile
345 Sumac LaneAnn Arbor, MI 48105

(734) 223-4483

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

34th percentile

-5.1%

Higher net margin than 34% 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

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

12th percentile

-52%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$58,253

Down $15,905 (-21%) from 2021

Net Assets

Down

$58,253

Down $15,905 (-21%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin34th percentile

Revenue

Down

$4,757

Down $5,142 (-52%) from 2021

Expenses

Flat

$5,000

Flat from 2021

Net Income

Down

-$243

Down $5,142 (-105%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2022

Assets$58,253
Liabilities$0
Net Assets$58,253
Open 2022 Filing

Operations Trend

Revenue Growth12th 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

2022

Revenue$4,757
Expenses$5,000
Net Income-$243
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Filer

Filer Name
Sara Pollack Educational Trust
EIN
38-6424735
Phone
7342234483
Address
345 SUMAC LANE, ANN ARBOR, MI 48105

Signing Officer

Name
Lana Pollack
Title
Trustee
Phone
7342234483
Signed
2023-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
305 E EISENHOWER PKWY SUITE 100, ANN ARBOR, MI 48108-4102
Preparer
Cory a Lee
Phone
7349713900
Raw XML Appendix217 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/DistributableAmountGrp/DistributableAsAdjustedAmt03192
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03192
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03192
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03252
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt060
IRS990PF/DistributableAmountGrp/TotalTaxAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt060
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt060
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt027969
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt058253
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt046189
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt030284
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt074158
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt058253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt074158
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt058253
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt074158
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt058253
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt066026
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt066026
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0990
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03252
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt065036
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HENRY POLLACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LANA POLLACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0345 SUMAC LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1345 SUMAC LANE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt05000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt05000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HENRY LANA POLLACK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0345 SUMAC LANE
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07346639151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MUSIC LESSONS FOR SIX STUDENTS IN LOCAL YOUTH ORCHESTRA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS MAY BE SUBMITTED IN WRITING; NO SPECIAL APPLICATION FORM IS REQUIRED. APPLICANTS ARE USUALLY NOTIFIED WITHIN THREE MONTHS THAT THEIR APPLICATIONS HAVE BEEN APPROVED OR REJECTED, OR THAT ADDITIONAL INFORMATION IS NEEDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0IN AWARDING GRANTS, THE TRUST GIVES PREFERENCE TO RESIDENTS AND CHARITABLE ORGANIZATIONS IN ANN ARBOR AND SOUTHEAST MICHIGAN. MOST GRANTS ARE AWARDED TO ELEMENTARY AND HIGH SCHOOL STUDENTS, ENROLLED IN PUBLIC SCHOOLS, FOR MUSIC EDUCATION OR OTHER EDUCATIONAL PURPOSES. INDIVIDUAL GRANTS TYPICALLY DO NOT EXCEED 3,000 PER YEAR.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MUSIC LESSONS FOR SIX ELEMENTARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF THE YPSILANTI YOUTH ORCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01077 JONES AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0YPSILANTI
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03192
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01688
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05038
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01688
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01808
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05038
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03230
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt074158
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TIAA MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt058253
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015662
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANA POLLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07342234483
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA POLLACK EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0386424735
ReturnHeader/Filer/PhoneNum07342234483
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 SUMAC LANE
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383133790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREWS HOOPER PAVLIK PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 E EISENHOWER PKWY SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANN ARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0481084102
ReturnHeader/PreparerPersonGrp/PhoneNum07349713900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORY A LEE
ReturnHeader/ReturnTs02023-03-29T17:16:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POLLACK
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
$58,253
Liabilities
$0
Net assets
$58,253
Revenue
$4,757
Expenses
$5,000
Net income
-$243
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