Civic Intelligence

Poitras Charitable Foundation Inc.

990PF • Fiscal year 2019 • EIN 22-2725927

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 25, 2020

Organization Profile
3333 S Orange Ave Ste 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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

2.2%

Faster asset growth than 53% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-78%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$213,833

Up $4,548 (+2.2%) from 2018

Net Assets

Up

$213,833

Up $4,548 (+2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Down

$7,229

Down $25,790 (-78%) from 2018

Expenses

Down

$2,681

Down $30,469 (-92%) from 2018

Net Income

Up

$4,548

Up $4,679 (+3572%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2019

Assets$213,833
Liabilities$0
Net Assets$213,833
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$7,229
Expenses$2,681
Net Income$4,548
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 25, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-03-25
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 Appendix271 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/UndistributedIncomeGrp/ExcessFromYear3Amt015127
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01261
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027487
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046075
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0150
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MORGAN STANLEY SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FLORIDA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/CategoryTxt0TAX FEDERAL-ACTUAL AMT PAID FOR
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES W POITRAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE85690AE6DE9E92BE3089E7CDEF654896F99183
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057229CE3DFDF664DA18FFEA8CCC87B01E662C5E1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.172.187.14
ReturnHeader/FilingSecurityInformation/IPDt02020-03-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:49:54
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/PreparationDt02020-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM STEIN
ReturnHeader/ReturnTs02020-03-29T13:49:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,833
Liabilities
$0
Net assets
$213,833
Revenue
$7,229
Expenses
$2,681
Net income
$4,548
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