Civic Intelligence

Bench Trail Fund Co Roger L Pollak

990PF • Fiscal year 2023 • EIN 52-6080785

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profile
3314 Newark Street NWWashington, DC 20008

(202) 468-5443

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$528,212

Up $58,952 (+13%) from 2022

Net Assets

Up

$528,212

Up $58,952 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin74th percentile

Revenue

Down

$282,672

Down $41,965 (-13%) from 2022

Expenses

Down

$223,720

Down $69,882 (-24%) from 2022

Net Income

Up

$58,952

Up $27,917 (+90%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$528,212
Liabilities$0
Net Assets$528,212
Open 2023 Filing

Operations Trend

Revenue Growth24th 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

2023

Revenue$282,672
Expenses$223,720
Net Income$58,952
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH S POLLAKPresident-$0--
STEPHEN J POLLAKSec./Treasurer-$0--
EVE J POLLAKDirector-$0--
ROGER L POLLAKVice President-$0--
LINDA J POLLAKDirector-$0--
DAVID M POLLAKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bench Trail Fund
EIN
52-6080785
Phone
2024685443
Address
3314 NEWARK STREET NW, WASHINGTON, DC 20008

Signing Officer

Name
Roger L Pollak
Title
Vice President
Signed
2024-05-10
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
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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.
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROGER L POLLAK
IRS990PF/StatementsRegardingActyGrp/PhoneNum02024685443
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/RecipientPersonNm0ROGER L POLLAK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02024685443
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/Amt0211800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED - FOR GENERAL TAX-EXEMPT PURPOSES OF RECIPIENT ORGANIZATIONS, UNLESS OTHERWISE INDICATED ON ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT 9
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT 9
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020001
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0211800
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/AppliedToCurrentYearAmt034157
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0246987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0125499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0121989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0127644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0128676
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0128676
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0802339
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0180220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0246987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0125499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0121989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0127644
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0214377
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0180220
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0931015
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0750795
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/TotalContributionsAmt050337
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt149438
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt050337
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt149438
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0316 SHARES - INTERNATIONAL BUSINESS MACHINES COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1135 SHARES - MICROSOFT CORP. COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-04
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC FEES & EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0801
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0801
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01602
TaxesSchedule/TaxesDetail/Amt06766
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER L POLLAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENCH TRAIL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co ROGER L POLLAK
ReturnHeader/Filer/BusinessNameControlTxt0BENC
ReturnHeader/Filer/EIN0526080785
ReturnHeader/Filer/PhoneNum02024685443
ReturnHeader/Filer/USAddress/AddressLine1Txt03314 NEWARK STREET NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-05-10T06:43:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POLLAK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$528,212
Liabilities
$0
Net assets
$528,212
Revenue
$282,672
Expenses
$223,720
Net income
$58,952
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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