Civic Intelligence

Stephen J Potter Memorial Foundation Inc.

990PF • Fiscal year 2021 • EIN 14-6016858

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 02, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

93rd percentile

75%

Higher net margin than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

13%

Faster asset growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

246%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$490,273

Up $56,329 (+13%) from 2020

Net Assets

Up

$490,273

Up $56,329 (+13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Up

$98,204

Up $69,836 (+246%) from 2020

Expenses

Down

$24,239

Down $7,258 (-23%) from 2020

Net Income

Up

$73,965

Up $77,094 (+2464%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2021

Assets$490,273
Liabilities$0
Net Assets$490,273
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$98,204
Expenses$24,239
Net Income$73,965
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 2, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MCDONALDSecretary/Tr-$0--
SHERIDAN BURLEIGH2nd Vice Pr-$0--
WILLIAM WETHERBEEDirector-$0--
JOHN LAPOINTEDirector-$0--
THOMAS MORHOUSEPresident-$0--
JIM O'TOOLEDirector-$0--
RICHARD BARTLETT1st Vice Pre-$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
2022-08-02

Preparer

Firm
Patrick R Ida CPA
Address
PO BOX 71, TICONDEROGA, NY 12883-0071
Preparer
Patrick R Ida CPA
Phone
5185856530
Raw XML Appendix311 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/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/Amt014250
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/TotalGrantOrContriPdDurYrAmt014250
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/AppliedToCurrentYearAmt014250
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02578
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011445
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014250
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011445
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021038
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017636
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt273
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CLERICAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5DIRECTOR EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05309
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt374
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05309
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4113
TaxesSchedule/TaxesDetail/Amt0345
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0345
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-02
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/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/PreparationDt02022-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK R IDA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-10T11:57:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCDONALD
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$490,273
Liabilities
$0
Net assets
$490,273
Revenue
$98,204
Expenses
$24,239
Net income
$73,965
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