Civic Intelligence

Potter Wm F Scholarship Fund

EIN 04-6312370 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

1st percentile

-600800%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$23

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 2300.0% of source-year revenue.

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $6,043 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $6,043 (-100%) from 2020

Revenue

Down

$1

Down $1,046 (-100%) from 2020

Expenses

Down

$6,009

Down $1,234 (-17%) from 2020

Net Income

Up

-$6,008

Up $188 (+3.0%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2011: $11,578Liabilities 2011: $02011Assets 2012: $11,470Liabilities 2012: $02012Assets 2013: $12,158Liabilities 2013: $02013Assets 2014: $13,648Liabilities 2014: $02014Assets 2015: $12,949Liabilities 2015: $02015Assets 2017: $12,449Liabilities 2017: $0Net Assets 2017: $12,4492017Assets 2018: $12,521Liabilities 2018: $0Net Assets 2018: $12,5212018Assets 2019: $12,238Liabilities 2019: $0Net Assets 2019: $12,2382019Assets 2020: $6,043Liabilities 2020: $0Net Assets 2020: $6,0432020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $942Expenses 2011: $771Net Income 2011: $1712011Revenue 2012: $814Expenses 2012: $807Net Income 2012: $72012Revenue 2013: $941Expenses 2013: $783Net Income 2013: $1582013Revenue 2014: $1,499Expenses 2014: $301Net Income 2014: $1,1982014Revenue 2015: $1,363Expenses 2015: $1,318Net Income 2015: $452015Revenue 2017: $116Expenses 2017: $749Net Income 2017: -$6332017Revenue 2018: $1,219Expenses 2018: $262Net Income 2018: $9572018Revenue 2019: $514Expenses 2019: $798Net Income 2019: -$2842019Revenue 2020: $1,047Expenses 2020: $7,243Net Income 2020: -$6,1962020Revenue 2021: $1Expenses 2021: $6,009Net Income 2021: -$6,0082021

Highlighted filing

2021

Revenue$1
Expenses$6,009
Net Income-$6,008

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 1, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$23-$23
Filing and Contact Details

Filer

Filer Name
Potter Wm F Scholarship Fund
EIN
04-6312370
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2022-02-01
Raw XML Appendix273 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POTTER WM F SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0POTT
ReturnHeader/Filer/EIN0046312370
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/ReturnTs02022-02-01T10:00:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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