Civic Intelligence

Sara Pollack Educational Trust

990PF • Fiscal year 2020 • EIN 38-6424735

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 10, 2021

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

78th percentile

30%

Higher net margin than 78% 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

61st percentile

7.9%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

97th percentile

299%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$71,864

Up $5,256 (+7.9%) from 2019

Net Assets

$71,864

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Up

$7,107

Up $5,327 (+299%) from 2019

Expenses

Flat

$5,000

Flat from 2019

Net Income

Up

$2,107

Up $5,327 (+165%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2020

Assets$71,864
Liabilities$1
Net Assets$71,864
Open 2020 Filing

Operations Trend

Revenue Growth97th 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

2020

Revenue$7,107
Expenses$5,000
Net Income$2,107
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th 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
2021-06-10
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 Appendix272 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/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt066608
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TIAA MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt071864
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt071864
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03149
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY N POLLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07346639151
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-10
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/ReturnTs02021-06-10T12:01:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HENRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POLLACK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$71,864
Liabilities
$1
Net assets
$71,864
Revenue
$7,107
Expenses
$5,000
Net income
$2,107
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