Civic Intelligence

Cotter Family Foundation

EIN 26-6001927 • Vero Beach, FL

360 Palmetto PointVero Beach, FL 32963
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

71st percentile

19%

Higher net margin than 71% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

5.2%

Faster asset growth than 59% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1065%

Faster revenue growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$582,602

Up $28,959 (+5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$582,602

Up $28,959 (+5.2%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin71st percentile

Revenue

Up

$136,576

Up $124,852 (+1065%) from 2023

Expenses

Up

$110,366

Up $50,981 (+86%) from 2023

Net Income

Up

$26,210

Up $73,871 (+155%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0Assets 2013: $574,909Liabilities 2013: $0Net Assets 2013: $574,9092013Assets 2014: $572,555Liabilities 2014: $0Net Assets 2014: $572,5552014Assets 2015: $665,624Liabilities 2015: $0Net Assets 2015: $665,6242015Assets 2016: $681,393Liabilities 2016: $0Net Assets 2016: $681,3932016Assets 2017: $750,667Liabilities 2017: $0Net Assets 2017: $750,6672017Assets 2018: $757,681Liabilities 2018: $0Net Assets 2018: $757,6812018Assets 2019: $725,439Liabilities 2019: $0Net Assets 2019: $725,4392019Assets 2020: $681,831Liabilities 2020: $0Net Assets 2020: $681,8312020Assets 2021: $675,374Liabilities 2021: $0Net Assets 2021: $675,3742021Assets 2022: $601,304Liabilities 2022: $0Net Assets 2022: $601,3042022Assets 2023: $553,643Liabilities 2023: $0Net Assets 2023: $553,6432023Assets 2024: $582,602Liabilities 2024: $0Net Assets 2024: $582,6022024

Highlighted filing

2024

Assets$582,602
Liabilities$0
Net Assets$582,602
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$200K$100K$0-$100KRevenue 2013: $5,174Expenses 2013: $45,885Net Income 2013: -$40,7112013Revenue 2014: $6,048Expenses 2014: $51,573Net Income 2014: -$45,5252014Revenue 2015: $126,565Expenses 2015: $58,495Net Income 2015: $68,0702015Revenue 2016: $45,225Expenses 2016: $63,843Net Income 2016: -$18,6182016Revenue 2017: $45,329Expenses 2017: $59,794Net Income 2017: -$14,4652017Revenue 2018: $29,895Expenses 2018: $65,881Net Income 2018: -$35,9862018Revenue 2019: $5,048Expenses 2019: $67,503Net Income 2019: -$62,4552019Revenue 2020: $4,130Expenses 2020: $65,296Net Income 2020: -$61,1662020Revenue 2021: $41,407Expenses 2021: $77,883Net Income 2021: -$36,4762021Revenue 2022: $1,861Expenses 2022: $84,856Net Income 2022: -$82,9952022Revenue 2023: $11,724Expenses 2023: $59,385Net Income 2023: -$47,6612023Revenue 2024: $136,576Expenses 2024: $110,366Net Income 2024: $26,2102024

Highlighted filing

2024

Revenue$136,576
Expenses$110,366
Net Income$26,210
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$582,602
Liabilities
$0
Net assets
$582,602
Revenue
$136,576
Expenses
$110,366
Net income
$26,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$1.37$1.10$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.12$0.59$0.48
2022Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.02$0.85$0.83
2021Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.41$0.78$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.04$0.65$0.61
2019Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.05$0.68$0.62
2018Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.30$0.66$0.36
2017Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.45$0.60$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.45$0.64$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$1.27$0.58$0.68
2014Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.06$0.52$0.46
2013Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.05$0.46$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E ROBERT COTTERTrustee-$0--
SUSAN C COTTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cotter Family Foundation
EIN
26-6001927
Phone
2036562677
Address
360 PALMETTO POINT, VERO BEACH, FL 32963

Signing Officer

Name
E Robert Cotter
Title
Trustee
Phone
2036562677
Signed
2025-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Advisory LLC
Address
555 WALNUT STREET SUITE 300, CHATTANOOGA, TN 37402
Preparer
Lucy C Gates
Phone
4237567100
Raw XML Appendix312 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/ContributingManagerNm1SUSAN C COTTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GIFFORD YOUTH ACTIVITIES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MIDDLESEX SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JOHNS ISLAND FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04875 43RD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11400 LOWELL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26001 JIMMY BUFFET MEM HWY PMB 8323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2INDIAN RIVER SHORES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032967
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232963
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
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/AppliedToCurrentYearAmt06792
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt059713
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066505
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062367
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt059713
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0K-1 INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt041066
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt041066
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02749
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0E ROBERT COTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02036562677
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COTTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O E ROBERT COTTER TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0COTT
ReturnHeader/Filer/EIN0266001927
ReturnHeader/Filer/PhoneNum02036562677
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 PALMETTO POINT
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0392519050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 WALNUT STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037402
ReturnHeader/PreparerPersonGrp/PhoneNum04237567100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCY C GATES
ReturnHeader/ReturnTs02025-08-07T09:09:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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