Civic Intelligence

Stephen J Potter Memorial Foundation Inc.

990PF • Fiscal year 2022 • EIN 14-6016858

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 14, 2023

Organization Profile
118 Cannonball PathTiconderoga, NY 12883

(518) 585-6820

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

7th percentile

-135%

Higher net margin than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-91%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$399,600

Down $90,673 (-18%) from 2021

Net Assets

Down

$399,600

Down $90,673 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$9,302

Down $88,902 (-91%) from 2021

Expenses

Down

$21,836

Down $2,403 (-9.9%) from 2021

Net Income

Down

-$12,534

Down $86,499 (-117%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2022

Assets$399,600
Liabilities$0
Net Assets$399,600
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$9,302
Expenses$21,836
Net Income-$12,534
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 14, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MCDONALDDirector-$0--
SHERIDAN BURLEIGHSecretary/Tr-$0--
PETER REALEDirector-$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
5185856820
Address
118 CANNONBALL PATH, TICONDEROGA, NY 12883

Signing Officer

Name
Sheridan Burleigh
Title
Secretary/treasurer
Phone
5185856820
Signed
2023-08-14

Preparer

Firm
Patrick R Ida CPA
Address
PO BOX 71, TICONDEROGA, NY 12883-0071
Preparer
Patrick R Ida CPA
Phone
5185856530
Raw XML Appendix298 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERIDAN BURLEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER REALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS MORHOUSE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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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/Amt013000
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/TotalGrantOrContriPdDurYrAmt013000
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/AppliedToYear1Amt013000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt08038
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021038
OtherDecreasesSchedule/OtherDecreasesDetail/Amt078139
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt261
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CLERICAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6DIRECTOR EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15992
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt350
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt462
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15992
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5324
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0508
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0508
TaxesSchedule/TaxesDetail/Amt0172
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0172
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERIDAN BURLEIGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05185856820
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN J POTTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0146016858
ReturnHeader/Filer/PhoneNum05185856820
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 CANNONBALL PATH
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/PreparationDt02023-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK R IDA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-14T16:07:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERIDAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURLEIGH
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,600
Liabilities
$0
Net assets
$399,600
Revenue
$9,302
Expenses
$21,836
Net income
-$12,534
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