Civic Intelligence

The Philip E Potter Foundation

990PF • Fiscal year 2015 • EIN 16-6169167

Nov 01, 2014 to Oct 31, 2015 • Filed on Mar 10, 2016

Organization Profile
6 Ford AvenueOneonta, NY 13820

(607) 432-6724

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.33x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

31st percentile

$24,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

54th percentile

1.2%

Faster asset growth than 54% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

57%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$6,470,482

Up $75,964 (+1.2%) from 2014

Net Assets

Up

$6,256,482

Up $43,714 (+0.7%) from 2014

Liabilities

Up

$214,000

Up $32,250 (+18%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin59th percentile

Revenue

Up

$645,024

Up $235,018 (+57%) from 2014

Expenses

Up

$602,060

Up $69,502 (+13%) from 2014

Net Income

Up

$42,964

Up $165,516 (+135%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,664,846Liabilities 2011: $155,7502011Assets 2012: $6,557,724Liabilities 2012: $153,1252012Assets 2013: $6,510,820Liabilities 2013: $175,5002013Assets 2014: $6,394,518Liabilities 2014: $181,750Net Assets 2014: $6,212,7682014Assets 2015: $6,470,482Liabilities 2015: $214,000Net Assets 2015: $6,256,4822015Assets 2016: $6,288,533Liabilities 2016: $213,625Net Assets 2016: $6,074,9082016Assets 2017: $6,177,989Liabilities 2017: $244,625Net Assets 2017: $5,933,3642017Assets 2018: $6,189,619Liabilities 2018: $287,000Net Assets 2018: $5,902,6192018Assets 2019: $5,951,418Liabilities 2019: $319,250Net Assets 2019: $5,632,1682019Assets 2020: $5,602,347Liabilities 2020: $311,250Net Assets 2020: $5,291,0972020Assets 2021: $5,169,440Liabilities 2021: $336,500Net Assets 2021: $4,832,9402021Assets 2022: $6,456,419Liabilities 2022: $331,500Net Assets 2022: $6,124,9192022Assets 2023: $6,274,271Liabilities 2023: $340,250Net Assets 2023: $5,934,0212023Assets 2024: $6,716,890Liabilities 2024: $365,000Net Assets 2024: $6,351,8902024

Highlighted filing

2015

Assets$6,470,482
Liabilities$214,000
Net Assets$6,256,482
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $494,796Expenses 2011: $481,310Net Income 2011: $13,4862011Revenue 2012: $348,680Expenses 2012: $453,178Net Income 2012: -$104,4982012Revenue 2013: $439,162Expenses 2013: $508,441Net Income 2013: -$69,2792013Revenue 2014: $410,006Expenses 2014: $532,558Net Income 2014: -$122,5522014Revenue 2015: $645,024Expenses 2015: $602,060Net Income 2015: $42,9642015Revenue 2016: $422,345Expenses 2016: $605,419Net Income 2016: -$183,0742016Revenue 2017: $511,861Expenses 2017: $655,405Net Income 2017: -$143,5442017Revenue 2018: $716,439Expenses 2018: $745,934Net Income 2018: -$29,4952018Revenue 2019: $559,845Expenses 2019: $830,296Net Income 2019: -$270,4512019Revenue 2020: $484,132Expenses 2020: $825,203Net Income 2020: -$341,0712020Revenue 2021: $389,335Expenses 2021: $860,867Net Income 2021: -$471,5322021Revenue 2022: $2,129,077Expenses 2022: $837,098Net Income 2022: $1,291,9792022Revenue 2023: $689,799Expenses 2023: $880,697Net Income 2023: -$190,8982023Revenue 2024: $1,343,335Expenses 2024: $925,466Net Income 2024: $417,8692024

Highlighted filing

2015

Revenue$645,024
Expenses$602,060
Net Income$42,964
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Mar 10, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE T WOLEKFoundation Mgr.PT$24,000-$24,000
MAUREEN P HULBERTTrustee-$13,000-$13,000
ROBERT W MOYERTrustee-$13,000-$13,000
SUE ANNE DE DERGHTrustee-$13,000-$13,000
SALLY ANNE DUNLEARYTrustee-$13,000-$13,000
Filing and Contact Details

Filer

Filer Name
The Philip E Potter Foundation
EIN
16-6169167
Phone
6074326724
Address
6 FORD AVENUE, ONEONTA, NY 13820

Signing Officer

Name
Anne T Wolek
Title
Foundation Mgr.
Signed
2016-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Mostert Manzanero & Scott LLP
Address
4 Associate Dr, Oneonta, NY 13820
Preparer
Deborah L Mostert
Phone
6074328700
Raw XML Appendix367 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01600
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0403186
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0241419
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0107
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FOREIGH RITES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0312
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0644712
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0312
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0645024
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0403605
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0241419
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0431500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0431500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0403186
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0403186
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0403186
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt042964
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0553033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0241419
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0480135
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt034114
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt068227
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt068227
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt019062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05671
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0403605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0466906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0164889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0602060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0645024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0645024
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt035406
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0164889
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0170560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0241419
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt042964
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0750
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06256482
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06212768
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06256482
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0568260
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0568260
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0568260
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0577863
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09603
IRS990PF/DistributableAmountGrp/TotalTaxAmt09603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06329
IRS990PF/FMVAssetsEOYAmt011402054
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt053018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt053018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt058538
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06095525
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06172768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011097804
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0181750
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0214000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt049058
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt049058
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt050074
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt06000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt06329
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt06329
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0190917
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0189309
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0189309
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06394518
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06470482
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011402054
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0181750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0214000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06394518
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06470482
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06212768
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06256482
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt06212768
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt06256482
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011733266
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0279618
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011453648
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0175999
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0577863
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011557267
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011733266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt113000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt224000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt313000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt413000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MAUREEN P HULBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT W MOYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANNE T WOLEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUE ANNE DE DERGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SALLY ANNE DUNLEARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Foundation Mgr.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06 FORD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16 FORD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26 FORD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36 FORD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46 FORD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ONEONTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ONEONTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ONEONTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ONEONTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ONEONTA
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/ZIPCd013820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd113820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd213820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd313820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd413820
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0558563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0563364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0400562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0502260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0443660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0466251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0524238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011557267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt011799331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010700267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09683868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09162165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08183673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0466906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24165
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0466906
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0466906
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0466906
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06 FORD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ONEONTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06074326724
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0STANDARD APPLICATION FORM AVAILABLE AT AREA HIGH SCHOOL & THE FOUNDATION OFFICE SETTING FORTH NEED, FINANCIAL, HIGH SCHOOL EVAL. & COLLEGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ANNE T WOLEK MANAGING TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06074326724
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06 FORD AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ONEONTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd013820
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIPS AWARDED PRIMARILY TO ONEONTA HIGH SCHOOL GRADUATES, ONEONTA, NY 13820
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0214000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0DETAIL LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt06 FORD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0ONEONTA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd013820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0431500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DETAIL LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O 6 FORD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ONEONTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013820
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0214000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0431500
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/AppliedToCurrentYearAmt0466906
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0568260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt086733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt072072
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt086733
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0466906
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086733
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014621
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHECK PRINTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMUNITY BANK - FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPUTER REPAIR AND TECH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DAILY STAR - LEGAL ADD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FURNISHINGS & EQUIPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MORGAN STANLEY - FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MORGAN STANLEY - MISC FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8NATL BENEFIT LIFE - DBL INS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9NYS DEPT STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10NYS EMPLOYMENT TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12PHONE, INTERNET, CABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14STATE INSURANCE FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt042
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1450
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0299
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16716
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2725
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt313
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4339
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt51408
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt65327
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt7110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt880
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt9750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10450
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11244
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt121589
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13558
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14454
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0299
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16716
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2725
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt313
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51408
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt65327
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt880
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11244
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121589
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13558
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14454
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0312
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FOREIGH RITES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0312
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0312
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0750
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0M.WEBSTER 2013 SCHOL REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FOUNDATION MANAGER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011000
TaxesSchedule/TaxesDetail/Amt05671
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE T WOLEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Mgr.
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILIP E POTTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0166169167
ReturnHeader/Filer/PhoneNum06074326724
ReturnHeader/Filer/USAddress/AddressLine1Txt06 FORD AVENUE
ReturnHeader/Filer/USAddress/CityNm0ONEONTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mostert Manzanero & Scott LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 Associate Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oneonta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013820
ReturnHeader/PreparerPersonGrp/PhoneNum06074328700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH L MOSTERT
ReturnHeader/ReturnTs02016-03-10T13:26:27-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,470,482
Liabilities
$214,000
Net assets
$6,256,482
Revenue
$645,024
Expenses
$602,060
Net income
$42,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.37$6.35$1.34$0.93$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.34$5.93$0.69$0.88$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.33$6.12$2.13$0.84$1.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.34$4.83$0.39$0.86$0.47
2020Detailed filing. Detailed filing data is available for this year.$5.60$0.31$5.29$0.48$0.83$0.34
2019Detailed filing. Detailed filing data is available for this year.$5.95$0.32$5.63$0.56$0.83$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.29$5.90$0.72$0.75$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.18$0.24$5.93$0.51$0.66$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.29$0.21$6.07$0.42$0.61$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.47$0.21$6.26$0.65$0.60$0.04
2014Detailed filing. Detailed filing data is available for this year.$6.39$0.18$6.21$0.41$0.53$0.12
2013Summary only. Only limited summary data is available for this year.$6.51$0.18$0.44$0.51$0.07
2012Summary only. Only limited summary data is available for this year.$6.56$0.15$0.35$0.45$0.10
2011Summary only. Only limited summary data is available for this year.$6.66$0.16$0.49$0.48$0.01