Civic Intelligence

Cotter Family Foundation C/O E Robert Cotter Trustee

990PF • Fiscal year 2017 • EIN 26-6001927

Jan 01, 2017 to Dec 31, 2017 • Filed on May 18, 2018

Organization Profile
117 Clearview LaneNew Canaan, CT 06840-3448

(203) 966-2744

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

12th percentile

-32%

Higher net margin than 12% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

0.2%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$750,667

Up $69,274 (+10%) from 2016

Net Assets

Up

$750,667

Up $69,274 (+10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin12th percentile

Revenue

Up

$45,329

Up $104 (+0.2%) from 2016

Expenses

Down

$59,794

Down $4,049 (-6.3%) from 2016

Net Income

Up

-$14,465

Up $4,153 (+22%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$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

2017

Assets$750,667
Liabilities$0
Net Assets$750,667
Open 2017 Filing

Operations Trend

Revenue Growth40th percentile

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

2017

Revenue$45,329
Expenses$59,794
Net Income-$14,465
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 18, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th 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
2039662744
Address
117 CLEARVIEW LANE, NEW CANAAN, CT 06840-3448

Signing Officer

Name
E Robert Cotter
Title
Trustee
Phone
2039662744
Signed
2018-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Llcpllc
Address
629 MARKET STREET SUITE 100, CHATTANOOGA, TN 37402
Preparer
Lucy C Gates
Phone
4237567100
Raw XML Appendix332 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/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0E ROBERT COTTER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SUSAN C COTTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt056212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MIDDLESEX SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 LOWELL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001742
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056212
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/AppliedToCurrentYearAmt015
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt01605
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt055677
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057297
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01605
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062176
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt055677
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ROBERT COTTER
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0117 CLEARVIEW LN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW CANAAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006840
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040788
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt044094
OtherIncreasesSchedule/OtherIncreasesDetail/Amt139645
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON STOCK CONTRIBUTION PAID
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PRIOR PERIOD ADJUSTMENT FOR STOCK CONTRIBUTION
TaxesSchedule/TaxesDetail/Amt0482
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0E ROBERT COTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02039662744
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COTTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O E ROBERT COTTER TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0COTT
ReturnHeader/Filer/EIN0266001927
ReturnHeader/Filer/PhoneNum02039662744
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 CLEARVIEW LANE
ReturnHeader/Filer/USAddress/CityNm0NEW CANAAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068403448
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08952C564A0F74609299629A8B24823DF9D0B5C4B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.169.166.192
ReturnHeader/FilingSecurityInformation/IPDt02018-05-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:03:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620852719
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0629 MARKET STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037402
ReturnHeader/PreparerPersonGrp/PhoneNum04237567100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCY C GATES
ReturnHeader/ReturnTs02018-05-30T08:55:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$750,667
Liabilities
$0
Net assets
$750,667
Revenue
$45,329
Expenses
$59,794
Net income
-$14,465
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