Civic Intelligence

Poitras Charitable Foundation Inc.

990PF • Fiscal year 2016 • EIN 22-2725927

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization Profile
Mlc Assoc 3333 S Orange Ave No 200Orlando, FL 32806-8500

(407) 892-3957

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-119%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-8.2%

Faster asset growth than 30% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$206,494

Down $18,353 (-8.2%) from 2015

Net Assets

Down

$206,494

Down $18,353 (-8.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$15,443

Down $1,723 (-10%) from 2015

Expenses

Up

$33,796

Up $10,557 (+45%) from 2015

Net Income

Down

-$18,353

Down $12,280 (-202%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2016

Assets$206,494
Liabilities$0
Net Assets$206,494
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$15,443
Expenses$33,796
Net Income-$18,353
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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
MLC ASSOC 3333 S ORANGE AVE NO 200, ORLANDO, FL 32806-8500

Signing Officer

Name
James W Poitras
Title
Treasurer
Phone
4078923957
Signed
2017-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Accountax Pros LLC
Address
PO BOX 675, OXFORD, MA 01540-0675
Preparer
Evelyn Pless
Phone
5087316555
Raw XML Appendix358 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/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04078923957
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PATRICIA T POITRAS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JAMES W POITRAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MCLEAN HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MASS AUBUDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WHITEHEAD INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0115 MILL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1208 SOUTH GREAT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2NINE CAMBRIDGE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BELMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002478
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202142
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016557
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06347
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065084
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06347
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031869
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015312
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065084
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049772
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0395
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0395
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FLORIDA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MORGAN STANLEY SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
TaxesSchedule/TaxesDetail/Amt0311
TaxesSchedule/TaxesDetail/Amt153
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt153
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES W POITRAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04078923957
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POITRAS CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0POIT
ReturnHeader/Filer/EIN0222725927
ReturnHeader/Filer/PhoneNum04078923957
ReturnHeader/Filer/USAddress/AddressLine1Txt0MLC ASSOC 3333 S ORANGE AVE NO 200
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328068500
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId099C11C90419DCC52A1B218E52EEFD35DE68C6767
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.177.19.84
ReturnHeader/FilingSecurityInformation/IPDt02017-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:02:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464141315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTAX PROS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 675
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0015400675
ReturnHeader/PreparerPersonGrp/PhoneNum05087316555
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVELYN PLESS
ReturnHeader/ReturnTs02017-05-11T08:18:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,494
Liabilities
$0
Net assets
$206,494
Revenue
$15,443
Expenses
$33,796
Net income
-$18,353
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