Civic Intelligence

The Philip E Potter Foundation

990PF • Fiscal year 2025 • EIN 16-6169167

Nov 01, 2024 to Oct 31, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$15,000

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2024

Assets$6,716,890
Liabilities$365,000
Net Assets$6,351,890
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$1,343,335
Expenses$925,466
Net Income$417,869
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 9, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS EF WOLEKTrustee-$15,000-$15,000
CORINNE B SMITHTrustee-$15,000-$15,000
ANNE T WOLEKFoundation Mgr.PT$15,000-$15,000
SUE ANNE DE BERGHTrustee-$15,000-$15,000
SALLY ANNE DUNLEAVYTrustee-$15,000-$15,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONEDUCATIONONEONTA, NY, US$768,750
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
Corinne B Smith
Title
Trustee
Signed
2026-03-09
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 Appendix323 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/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/Amt0768750
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/TotalGrantOrContriPdDurYrAmt0768750
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/AppliedToCurrentYearAmt0743438
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt066815
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0821275
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0810253
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt077837
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt066815
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMUNITY BANK IM FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COPIER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DISABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ISD - COMPUTER MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MORGAN STANLEY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6NYS DEPT OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7NYSUI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9OTSEGO TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10PHILIDELPHIA INS - LIABILITY INS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12SHREDDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13STATE INS WORKERS COMP INS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14TELEPHONE MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110706
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2719
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3419
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt42089
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt56572
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt7538
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt8146
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt9107
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt101611
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11674
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1263
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13317
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt141062
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110706
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3419
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42089
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56572
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7538
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt101611
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11674
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1263
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt141062
OtherIncomeSchedule2/OtherIncomeDetail/Desc0return of scholarship
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013250
TaxesSchedule/TaxesDetail/Amt016924
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORINNE B SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-09
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0150625503
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/ReturnTs02026-03-09T09:41:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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