Civic Intelligence

The Philip E Potter Foundation

990PF • Fiscal year 2017 • EIN 16-6169167

Nov 01, 2016 to Oct 31, 2017 • Filed on Mar 05, 2018

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

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.48x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$24,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

27th percentile

-1.8%

Faster asset growth than 27% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$6,177,989

Down $110,544 (-1.8%) from 2016

Net Assets

Down

$5,933,364

Down $141,544 (-2.3%) from 2016

Liabilities

Up

$244,625

Up $31,000 (+15%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin12th percentile

Revenue

Up

$511,861

Up $89,516 (+21%) from 2016

Expenses

Up

$655,405

Up $49,986 (+8.3%) from 2016

Net Income

Up

-$143,544

Up $39,530 (+22%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2017

Assets$6,177,989
Liabilities$244,625
Net Assets$5,933,364
Open 2017 Filing

Operations Trend

Revenue Growth73rd 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

2017

Revenue$511,861
Expenses$655,405
Net Income-$143,544
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Mar 5, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE T WOLEKFoundation Mgr.PT$24,000-$24,000
SUE ANNE DE BERGHTrustee-$13,000-$13,000
SALLY ANNE DUNLEAVYTrustee-$13,000-$13,000
THOMAS EF WOLEKTrustee-$6,500-$6,500
MAUREEN P HULBERTDECEASEDTrustee-$6,500-$6,500
ROBERT W MOYERDECEASEDTrustee-$0--
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
2018-03-05
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 Appendix398 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0466905
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04040
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04694
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.208361
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0532361
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03586
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0532361
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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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
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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/GrantOrContributionPdDurYrGrp/Amt0496250
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/TotalGrantOrContriPdDurYrAmt0496250
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/AppliedToCurrentYearAmt0424593
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0107768
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0622719
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0532361
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0198126
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0107768
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMM BANK - SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMUNITY BANK IM FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ISD - COMPUTER MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LEGAL NOTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MORGAN STANLEY NESTLES FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MORGAN STANLEY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MORGAN STANLEY GLAXOSMITHKLINE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MORGAN STANLEY NATL AUSTRALIA FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8NATL BENEFIT LIFE - DBL INS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9NYS DEPT OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10NYSUI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12PHILIDELPHIA INS - LIABILITY INS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14SHREDDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15STATE INS WORKERS COMP INS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1283
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17261
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2994
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt316
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt420
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt55985
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt615
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt740
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt880
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt9283
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10236
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111469
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12594
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14438
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt151323
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2994
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt316
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt55985
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt615
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt740
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt880
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10283
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121469
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13594
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15438
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161323
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0307
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KINDER MORGAN CLASS ACT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0307
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0307
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SCHOLARSHIP TO PRINCIPAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011000
TaxesSchedule/TaxesDetail/Amt05131
TaxesSchedule/TaxesDetail/CategoryTxt02015 EXCISE TAX ON INVESTM INCOME
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE T WOLEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Mgr.
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-05
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/ReturnTs02018-03-05T04:37:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,177,989
Liabilities
$244,625
Net assets
$5,933,364
Revenue
$511,861
Expenses
$655,405
Net income
-$143,544
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