Civic Intelligence

Bench Trail Fund Co Roger L Pollak

990PF • Fiscal year 2020 • EIN 52-6080785

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization Profile
3314 Newark Street NWWashington, DC 20008

(202) 346-4178

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

23rd percentile

-23%

Higher net margin than 23% 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

30th percentile

-7.4%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

30th percentile

-37%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$387,933

Down $31,105 (-7.4%) from 2019

Net Assets

$387,933

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin23rd percentile

Revenue

Down

$137,895

Down $80,136 (-37%) from 2019

Expenses

Down

$169,000

Down $1,618 (-0.9%) from 2019

Net Income

Down

-$31,105

Down $78,518 (-166%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2011: $397,608Liabilities 2011: $02011Assets 2012: $380,238Liabilities 2012: $02012Assets 2013: $390,652Liabilities 2013: $02013Assets 2014: $399,039Liabilities 2014: $02014Assets 2015: $368,615Liabilities 2015: $02015Assets 2019: $419,038Liabilities 2019: $02019Assets 2020: $387,933Liabilities 2020: $0Net Assets 2020: $387,9332020Assets 2021: $438,225Liabilities 2021: $0Net Assets 2021: $438,2252021Assets 2022: $469,260Liabilities 2022: $0Net Assets 2022: $469,2602022Assets 2023: $528,212Liabilities 2023: $0Net Assets 2023: $528,2122023Assets 2024: $466,792Liabilities 2024: $0Net Assets 2024: $466,7922024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2020

Assets$387,933
Liabilities$0
Net Assets$387,933
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $76,851Expenses 2011: $162,208Net Income 2011: -$85,3572011Revenue 2012: $148,798Expenses 2012: $166,168Net Income 2012: -$17,3702012Revenue 2013: $181,602Expenses 2013: $171,188Net Income 2013: $10,4142013Revenue 2014: $169,996Expenses 2014: $161,609Net Income 2014: $8,3872014Revenue 2015: $141,675Expenses 2015: $172,099Net Income 2015: -$30,4242015Revenue 2019: $218,031Expenses 2019: $170,618Net Income 2019: $47,4132019Revenue 2020: $137,895Expenses 2020: $169,000Net Income 2020: -$31,1052020Revenue 2021: $233,610Expenses 2021: $183,318Net Income 2021: $50,2922021Revenue 2022: $324,637Expenses 2022: $293,602Net Income 2022: $31,0352022Revenue 2023: $282,672Expenses 2023: $223,720Net Income 2023: $58,9522023Revenue 2024: $22,643Expenses 2024: $84,063Net Income 2024: -$61,4202024Revenue 2025: $459,527Expenses 2025: $926,319Net Income 2025: -$466,7922025

Highlighted filing

2020

Revenue$137,895
Expenses$169,000
Net Income-$31,105
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH S POLLAKPresident-$0--
STEPHEN J POLLAKSecretary-$0--
EVE J POLLAKDirector-$0--
ROGER L POLLAKDirector-$0--
LINDA J POLLAKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bench Trail Fund
EIN
52-6080785
Phone
2023464178
Address
3314 NEWARK STREET NW, WASHINGTON, DC 20008

Signing Officer

Name
Stephen J Pollak
Title
Secretary
Signed
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
George Bagley & Company LLC
Address
17W220 22ND STREET STE 500, OAKBROOK TERRACE, IL 60181
Preparer
Michael D Chandler Ii
Phone
6309900355
Raw XML Appendix340 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0ON DECEMBER 12, 2008, THE DISTRICT OF COLUMBIA OFFICE OF TAX AND REVENUE (OTR) ELIMINATED THE IRS FORM 990 FILING OBLIGATION. THEREFORE, D.C. NONPROFIT ORGANIZATIONS ARE NO LONGER REQUIRED TO FILE A COPY OF THEIR FORM 990 WITH OTR.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT 11FORM 990-PF, PART VI, LINE 8PENALTY FOR UNDERPAYMENT OF ESTIMATED TAXTHE TAXPAYER PROACTIVELY REQUESTS AN ABATEMENT BECAUSE THEIR EXTENSION PAYMENT OF $1,135 ON 7/13/2020 FOR TAX YEAR 2019 WAS PROCESSED INCORRECTLY BY THE IRS AND $520 WAS REFUNDED INSTEAD OF APPLIED TO THEIR ACCOUNT.
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEPHEN J POLLAK
IRS990PF/StatementsRegardingActyGrp/PhoneNum02023464178
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ONLY BY LETTER STATING PURPOSE FOR WHICH FUNDS ARE SOUGHT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEPHEN J POLLAK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02023464178
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03314 NEWARK STREET NW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd020008
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS ARE ONLY GIVEN TO TAX-EXEMPT ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RUTH S POLLAK
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1STEPHEN J POLLAK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0163100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED - FOR GENERAL TAX-EXEMPT PURPOSES OF RECIPIENT ORGANIZATIONS, UNLESS OTHERWISE INDICATED ON ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020001
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0163100
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/AppliedToCurrentYearAmt043068
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0127644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0128676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0121966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0131006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0123323
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0123323
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0631281
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0121989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0127644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0128676
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0121966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0131006
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0165057
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0121989
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0754604
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0632615
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN J POLLAK
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1RUTH S POLLAK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03314 NEWARK ST NW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13314 NEWARK ST NW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020008
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd120008
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt051579
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt151070
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt051579
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt151070
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0570 SHARES - NORTHERN TRUST COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,000 SHARES - INTEL COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-12-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC FEES & EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0527
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0527
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01054
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0750
TaxesSchedule/TaxesDetail/Amt01135
TaxesSchedule/TaxesDetail/Amt1850
TaxesSchedule/TaxesDetail/CategoryTxt02019 FEDERAL EXTENSION
TaxesSchedule/TaxesDetail/CategoryTxt12020 FEDERAL Q3 ESTIMATE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN J POLLAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENCH TRAIL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co STEPHEN J POLLAK
ReturnHeader/Filer/BusinessNameControlTxt0BENC
ReturnHeader/Filer/EIN0526080785
ReturnHeader/Filer/PhoneNum02023464178
ReturnHeader/Filer/USAddress/AddressLine1Txt03314 NEWARK STREET NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362245607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE BAGLEY & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017W220 22ND STREET STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKBROOK TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060181
ReturnHeader/PreparerPersonGrp/PhoneNum06309900355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D CHANDLER II
ReturnHeader/ReturnTs02021-05-13T07:46:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POLLAK
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
$387,933
Liabilities
$0
Net assets
$387,933
Revenue
$137,895
Expenses
$169,000
Net income
-$31,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.60$9.26$4.67
2024Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.23$0.84$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.00$5.28$2.83$2.24$0.59
2022Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$3.25$2.94$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$2.34$1.83$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$1.38$1.69$0.31
2019Summary only. Only limited summary data is available for this year.$4.19$0.00$2.18$1.71$0.47
2015Summary only. Only limited summary data is available for this year.$3.69$0.00$1.42$1.72$0.30
2014Summary only. Only limited summary data is available for this year.$3.99$0.00$1.70$1.62$0.08
2013Summary only. Only limited summary data is available for this year.$3.91$0.00$1.82$1.71$0.10
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$1.49$1.66$0.17
2011Summary only. Only limited summary data is available for this year.$3.98$0.00$0.77$1.62$0.85