Civic Intelligence

Poitras Charitable Foundation Inc.

EIN 22-2725927 • Orlando, FL

Pub. 78 Eligible
3333 S Orange Ave Ste 200Orlando, FL 32806-8500
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

53rd percentile

2.6%

Higher net margin than 53% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

58th percentile

0.6%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$187,040

Up $1,152 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$187,040

Up $1,152 (+0.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin53rd percentile

Revenue

Up

$44,036

Up $5,232 (+13%) from 2023

Expenses

Up

$42,884

Up $543 (+1.3%) from 2023

Net Income

Up

$1,152

Up $4,689 (+133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $291,975Liabilities 2011: $8,808Net Assets 2011: $283,1672011Assets 2012: $262,670Liabilities 2012: $61Net Assets 2012: $262,6092012Assets 2013: $242,234Liabilities 2013: $0Net Assets 2013: $242,2342013Assets 2014: $230,920Liabilities 2014: $0Net Assets 2014: $230,9202014Assets 2015: $224,847Liabilities 2015: $0Net Assets 2015: $224,8472015Assets 2016: $206,494Liabilities 2016: $0Net Assets 2016: $206,4942016Assets 2017: $209,416Liabilities 2017: $0Net Assets 2017: $209,4162017Assets 2018: $209,285Liabilities 2018: $0Net Assets 2018: $209,2852018Assets 2019: $213,833Liabilities 2019: $0Net Assets 2019: $213,8332019Assets 2020: $199,807Liabilities 2020: $0Net Assets 2020: $199,8072020Assets 2021: $197,828Liabilities 2021: $0Net Assets 2021: $197,8282021Assets 2022: $189,425Liabilities 2022: $0Net Assets 2022: $189,4252022Assets 2023: $185,888Liabilities 2023: $0Net Assets 2023: $185,8882023Assets 2024: $187,040Liabilities 2024: $0Net Assets 2024: $187,0402024

Highlighted filing

2024

Assets$187,040
Liabilities$0
Net Assets$187,040
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KExpenses 2011: $19,6132011Expenses 2012: $35,1772012Revenue 2013: $22,809Expenses 2013: $43,184Net Income 2013: -$20,3752013Revenue 2014: $21,784Expenses 2014: $33,098Net Income 2014: -$11,3142014Revenue 2015: $17,166Expenses 2015: $23,239Net Income 2015: -$6,0732015Revenue 2016: $15,443Expenses 2016: $33,796Net Income 2016: -$18,3532016Revenue 2017: $6,117Expenses 2017: $3,195Net Income 2017: $2,9222017Revenue 2018: $33,019Expenses 2018: $33,150Net Income 2018: -$1312018Revenue 2019: $7,229Expenses 2019: $2,681Net Income 2019: $4,5482019Revenue 2020: $38,317Expenses 2020: $52,343Net Income 2020: -$14,0262020Revenue 2021: $40,976Expenses 2021: $42,955Net Income 2021: -$1,9792021Revenue 2022: $34,787Expenses 2022: $43,190Net Income 2022: -$8,4032022Revenue 2023: $38,804Expenses 2023: $42,341Net Income 2023: -$3,5372023Revenue 2024: $44,036Expenses 2024: $42,884Net Income 2024: $1,1522024

Highlighted filing

2024

Revenue$44,036
Expenses$42,884
Net Income$1,152
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,040
Liabilities
$0
Net assets
$187,040
Revenue
$44,036
Expenses
$42,884
Net income
$1,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.44$0.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.39$0.42$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.35$0.43$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.41$0.43$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.38$0.52$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.07$0.03$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.33$0.33$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.06$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.15$0.34$0.18
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.17$0.23$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.22$0.33$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.23$0.43$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.35
2011Detailed filing. Detailed filing data is available for this year.$2.92$0.09$2.83$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA T POITRASPresident-$0--
JAMES W POITRASTreasurer-$0--
PAMELA L WRAYClerk-$0--
Filing and Contact Details

Filer

Filer Name
Poitras Charitable Foundation Inc
EIN
22-2725927
Phone
4078923957
Address
3333 S ORANGE AVE STE 200, ORLANDO, FL 32806-8500

Signing Officer

Name
James W Poitras
Title
Treasurer
Signed
2025-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Stein Rouff & Associates Pc
Address
32300 NORTHWESTERN HIGHWAY SUITE 2, FARMINGTON HILLS, MI 48334
Preparer
William Stein
Phone
2487374200
Raw XML Appendix289 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/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MENTAL HEALTH SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WHITEHEAD INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MASS AUDOBON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WELLESLEY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MCLEAN HOSPITAL CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0455 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1208 S GREAT RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2106 CENTRAL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3115 MILL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WELLESLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BELMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302478
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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/AppliedToCurrentYearAmt025211
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029708
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt096931
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029708
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041211
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096931
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080931
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0150
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FLORIDA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
TaxesSchedule/TaxesDetail/Amt0523
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES W POITRAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POITRAS CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MAURY L CARTER & ASSOCIATES INC
ReturnHeader/Filer/BusinessNameControlTxt0POIT
ReturnHeader/Filer/EIN0222725927
ReturnHeader/Filer/PhoneNum04078923957
ReturnHeader/Filer/USAddress/AddressLine1Txt03333 S ORANGE AVE STE 200
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328068500
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383070259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEIN ROUFF & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032300 NORTHWESTERN HIGHWAY SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048334
ReturnHeader/PreparerPersonGrp/PhoneNum02487374200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM STEIN
ReturnHeader/ReturnTs02025-04-23T08:46:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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