Civic Intelligence

The Philip E Potter Foundation

990PF • Fiscal year 2021 • EIN 16-6169167

Nov 01, 2020 to Oct 31, 2021 • Filed on Mar 11, 2022

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

52nd percentile

0.07x

Higher debt load relative to assets than 52% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.86x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

4th percentile

-121%

Higher net margin than 4% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

37th percentile

$26,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

8th percentile

-7.7%

Faster asset growth than 8% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$5,169,440

Down $432,907 (-7.7%) from 2020

Net Assets

Down

$4,832,940

Down $458,157 (-8.7%) from 2020

Liabilities

Up

$336,500

Up $25,250 (+8.1%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin4th percentile

Revenue

Down

$389,335

Down $94,797 (-20%) from 2020

Expenses

Up

$860,867

Up $35,664 (+4.3%) from 2020

Net Income

Down

-$471,532

Down $130,461 (-38%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2021

Assets$5,169,440
Liabilities$336,500
Net Assets$4,832,940
Open 2021 Filing

Operations Trend

Revenue Growth14th 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

2021

Revenue$389,335
Expenses$860,867
Net Income-$471,532
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Mar 11, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE T WOLEKFoundation Mgr.PT$26,000-$26,000
THOMAS EF WOLEKTrustee-$14,000-$14,000
CORINNE B SMITHTrustee-$14,000-$14,000
SUE ANNE DE BERGHTrustee-$14,000-$14,000
SALLY ANNE DUNLEAVYTrustee-$14,000-$14,000
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
2022-03-11
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 Appendix334 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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,169,440
Liabilities
$336,500
Net assets
$4,832,940
Revenue
$389,335
Expenses
$860,867
Net income
-$471,532
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
2021Detailed filing. Detailed filing data is available for this year.$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