Civic Intelligence

Stephen J Potter Memorial Foundation Inc.

990PF • Fiscal year 2017 • EIN 14-6016858

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 13, 2018

Organization Profile
PO Box 391Ticonderoga, NY 12883

(518) 585-2631

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

6th percentile

-70%

Higher net margin than 6% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$504,307

Up $9,202 (+1.9%) from 2016

Net Assets

Up

$504,307

Up $9,202 (+1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin6th percentile

Revenue

Down

$23,559

Down $15,451 (-40%) from 2016

Expenses

Up

$40,157

Up $1,650 (+4.3%) from 2016

Net Income

Down

-$16,598

Down $17,101 (-3400%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2011: $443,096Liabilities 2011: $102011Assets 2012: $506,469Liabilities 2012: $02012Assets 2013: $521,411Liabilities 2013: $12013Assets 2014: $541,433Liabilities 2014: $0Net Assets 2014: $541,4332014Assets 2015: $473,227Liabilities 2015: $0Net Assets 2015: $473,2272015Assets 2016: $495,105Liabilities 2016: $0Net Assets 2016: $495,1052016Assets 2017: $504,307Liabilities 2017: $0Net Assets 2017: $504,3072017Assets 2018: $478,477Liabilities 2018: $0Net Assets 2018: $478,4772018Assets 2019: $468,815Liabilities 2019: $0Net Assets 2019: $468,8152019Assets 2020: $433,944Liabilities 2020: $0Net Assets 2020: $433,9442020Assets 2021: $490,273Liabilities 2021: $0Net Assets 2021: $490,2732021Assets 2022: $399,600Liabilities 2022: $0Net Assets 2022: $399,6002022Assets 2023: $412,323Liabilities 2023: $0Net Assets 2023: $412,3232023Assets 2024: $470,987Liabilities 2024: $0Net Assets 2024: $470,9872024Assets 2025: $436,390Liabilities 2025: $0Net Assets 2025: $436,3902025

Highlighted filing

2017

Assets$504,307
Liabilities$0
Net Assets$504,307
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2011: $4,004Expenses 2011: $35,417Net Income 2011: -$31,4132011Revenue 2012: $14,405Expenses 2012: $35,972Net Income 2012: -$21,5672012Revenue 2013: $60,791Expenses 2013: $35,807Net Income 2013: $24,9842013Revenue 2014: $25,466Expenses 2014: $33,956Net Income 2014: -$8,4902014Revenue 2015: $36,352Expenses 2015: $37,784Net Income 2015: -$1,4322015Revenue 2016: $39,010Expenses 2016: $38,507Net Income 2016: $5032016Revenue 2017: $23,559Expenses 2017: $40,157Net Income 2017: -$16,5982017Revenue 2018: $41,643Expenses 2018: $40,293Net Income 2018: $1,3502018Revenue 2019: $32,546Expenses 2019: $33,658Net Income 2019: -$1,1122019Revenue 2020: $28,368Expenses 2020: $31,497Net Income 2020: -$3,1292020Revenue 2021: $98,204Expenses 2021: $24,239Net Income 2021: $73,9652021Revenue 2022: $9,302Expenses 2022: $21,836Net Income 2022: -$12,5342022Revenue 2023: $5,105Expenses 2023: $30,047Net Income 2023: -$24,9422023Revenue 2024: $13,261Expenses 2024: $30,009Net Income 2024: -$16,7482024Revenue 2025: $20,723Expenses 2025: $34,668Net Income 2025: -$13,9452025

Highlighted filing

2017

Revenue$23,559
Expenses$40,157
Net Income-$16,598
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 13, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MCDONALDSecretary/Tr-$0--
WILLIAM WETHERBEEDirector-$0--
SHERIDAN BURLEIGH2nd Vice Pr-$0--
THOMAS MORHOUSEPresident-$0--
RICHARD SANDERSPREEDirector-$0--
RICHARD BARTLETT1st Vice Pre-$0--
JOHN LAPOINTEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Stephen J Potter Foundation
EIN
14-6016858
Phone
5185852631
Address
PO BOX 391, TICONDEROGA, NY 12883

Signing Officer

Name
John Mcdonald
Title
Secretary/treasurer
Signed
2018-02-13

Preparer

Firm
Patrick R Ida CPA
Address
PO BOX 71, TICONDEROGA, NY 12883-0071
Preparer
Patrick R Ida CPA
Phone
5185856530
Raw XML Appendix342 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt02148
AccountingFeesSchedule/AccountingFeesDetail/Amt04295
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02148
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12008-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PRINCIPAL GLB DIVERS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1VERSUM MATERIALS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt085278
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1166
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt084028
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1454
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1250
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0494664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0494664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024521
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-962
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024521
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-962
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt023559
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02148
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02148
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04295
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt027750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt027750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024521
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024521
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16598
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt084482
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-962
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt01261
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06678
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07939
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt03409
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt027750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt040157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023559
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt03409
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08826
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012407
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16598
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt025800
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0504307
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0495105
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0504307
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024454
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024454
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024454
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024611
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0157
IRS990PF/DistributableAmountGrp/TotalTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0157
IRS990PF/FMVAssetsEOYAmt0504307
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02268
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04529
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0469827
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0494664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0494664
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023010
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05114
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05114
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0495105
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0504307
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0504307
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0495105
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0504307
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0495105
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0504307
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0495105
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0504307
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0499707
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017461
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0482246
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07496
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024611
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0492211
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0499707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM WETHERBEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHERIDAN BURLEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS MORHOUSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RICHARD SANDERSPREE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RICHARD BARTLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JOHN LAPOINTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt22ND VICE PR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt51ST VICE PRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 391
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2347 BLACK POINT RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3440 BLACK POINT RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt450 SEELYE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt549 MOSSY POINT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6109 COUNTY RTE 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TICONDEROGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CLEVERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TICONDEROGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TICONDEROGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4QUEENSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5TICONDEROGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6PUTNAM STATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd112820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd212883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd312883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd412804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd512883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd612861
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt023926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt024083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt024900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt021250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt023600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt024000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0492211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0476904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0499720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0523451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0506231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0467655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt027750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243043
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt027593
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt027750
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0157
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt027750
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN MCDONALD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 391
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TICONDEROGA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012883
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05185852631
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0STANDARDIZED APPLICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCHOLARSHIPS TO TICONDEROGA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05185856661
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0HIGH SCHOOL PRINCIPAL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0CALKINS PLACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TICONDEROGA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012883
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIPS LIMITED TO TICONDEROGA GRADUATING SENIORS; GRANTS LIMITED TO ORGANIZATIONS SERVING TICONDEROGA; HISTORY ORGANIZATIONS IN THE VICINITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SCHOLARSHIP APPLICATIONS BY APRIL 1ST; GRANT APPLICATIONS BY NOVEMBER 1ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012883
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027750
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/AppliedToCurrentYearAmt024454
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0261
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0943
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0943
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06135
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0261
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03296
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07078
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03782
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3195
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CLERICAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15418
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt350
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4194
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4389
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025800
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt0173
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN J POTTER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN MCDONALD
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0146016858
ReturnHeader/Filer/PhoneNum05185852631
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 391
ReturnHeader/Filer/USAddress/CityNm0TICONDEROGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012883
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090C91D955920313FFF004438F16E1EEB4A3ABCB6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05273190005F3441CDED76992CAAC065EC734C921
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141772778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICK R IDA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 71
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TICONDEROGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0128830071
ReturnHeader/PreparerPersonGrp/PhoneNum05185856530
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK R IDA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-15T08:21:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$504,307
Liabilities
$0
Net assets
$504,307
Revenue
$23,559
Expenses
$40,157
Net income
-$16,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.21$0.35$0.14
2024Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.13$0.30$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.05$0.30$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.09$0.22$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.98$0.24$0.74
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.28$0.31$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.33$0.34$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.42$0.40$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.24$0.40$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.39$0.39$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.36$0.38$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.25$0.34$0.08
2013Summary only. Only limited summary data is available for this year.$5.21$0.00$0.61$0.36$0.25
2012Summary only. Only limited summary data is available for this year.$5.06$0.00$0.14$0.36$0.22
2011Summary only. Only limited summary data is available for this year.$4.43$0.00$0.04$0.35$0.31