Civic Intelligence

Bench Trail Fund Co Roger L Pollak

990PF • Fiscal year 2024 • EIN 52-6080785

Jan 01, 2024 to Dec 31, 2024 • Filed on May 10, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-271%

Higher net margin than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-12%

Faster asset growth than 29% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-92%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$466,792

Down $61,420 (-12%) from 2023

Net Assets

Down

$466,792

Down $61,420 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$22,643

Down $260,029 (-92%) from 2023

Expenses

Down

$84,063

Down $139,657 (-62%) from 2023

Net Income

Down

-$61,420

Down $120,372 (-204%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2024

Assets$466,792
Liabilities$0
Net Assets$466,792
Open 2024 Filing

Operations Trend

Revenue Growth4th 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

2024

Revenue$22,643
Expenses$84,063
Net Income-$61,420
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH S POLLAKPresident-$0--
STEPHEN J POLLAKFmr Sec./Treas.-$0--
EVE J POLLAKDirector-$0--
ROGER L POLLAKVP/Sec./Treas.-$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
2025-05-10
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
Raw XML Appendix323 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/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03314 NEWARK STREET NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020008
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/Amt075000
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/ZIPCd020008
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
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/AppliedToCurrentYearAmt043357
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0180220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0246987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0125499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0121989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0127644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0127644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0708230
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0180220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0246987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0125499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0121989
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076892
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033535
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0835874
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0802339
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC FEES & EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0642
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0642
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01284
TaxesSchedule/TaxesDetail/Amt05279
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER L POLLAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-10
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/ReturnTs02025-05-12T13:35:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$466,792
Liabilities
$0
Net assets
$466,792
Revenue
$22,643
Expenses
$84,063
Net income
-$61,420
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
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