Civic Intelligence

Lee Potter Family Charitable Foundation

EIN 31-1802133 • Cornelius, NC

16209 Sasanoa DriveCornelius, NC 28031
Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-137%

Higher net margin than 19% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T22 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-7.8%

Faster asset growth than 38% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

350%

Faster revenue growth than 90% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$375,292

Down $31,660 (-7.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$375,292

Down $31,660 (-7.8%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin19th percentile

Revenue

Up

$23,174

Up $18,025 (+350%) from 2023

Expenses

Up

$54,834

Up $9,836 (+22%) from 2023

Net Income

Up

-$31,660

Up $8,189 (+21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2010: $626,256Liabilities 2010: $0Net Assets 2010: $626,2562010Assets 2011: $584,517Liabilities 2011: $0Net Assets 2011: $584,5172011Assets 2012: $589,959Liabilities 2012: $0Net Assets 2012: $589,9592012Assets 2013: $577,377Liabilities 2013: $0Net Assets 2013: $577,3772013Assets 2014: $263,518Liabilities 2014: $0Net Assets 2014: $263,5182014Assets 2015: $341,794Liabilities 2015: $0Net Assets 2015: $341,7942015Assets 2016: $382,372Liabilities 2016: $0Net Assets 2016: $382,3722016Assets 2017: $398,455Liabilities 2017: $0Net Assets 2017: $398,4552017Assets 2018: $409,241Liabilities 2018: $0Net Assets 2018: $409,2412018Assets 2019: $402,368Liabilities 2019: $0Net Assets 2019: $402,3682019Assets 2020: $423,050Liabilities 2020: $0Net Assets 2020: $423,0502020Assets 2021: $455,374Liabilities 2021: $0Net Assets 2021: $455,3742021Assets 2022: $446,801Liabilities 2022: $0Net Assets 2022: $446,8012022Assets 2023: $406,952Liabilities 2023: $0Net Assets 2023: $406,9522023Assets 2024: $375,292Liabilities 2024: $0Net Assets 2024: $375,2922024

Highlighted filing

2024

Assets$375,292
Liabilities$0
Net Assets$375,292
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $30,7932010Expenses 2011: $22,7322011Expenses 2012: $32,9772012Revenue 2013: $25,457Expenses 2013: $38,039Net Income 2013: -$12,5822013Revenue 2014: $119,682Expenses 2014: $433,541Net Income 2014: -$313,8592014Revenue 2015: $122,719Expenses 2015: $44,443Net Income 2015: $78,2762015Revenue 2016: $43,103Expenses 2016: $2,525Net Income 2016: $40,5782016Revenue 2017: $18,608Expenses 2017: $2,525Net Income 2017: $16,0832017Revenue 2018: $28,311Expenses 2018: $17,525Net Income 2018: $10,7862018Revenue 2019: $1,709Expenses 2019: $8,582Net Income 2019: -$6,8732019Revenue 2020: $37,372Expenses 2020: $16,690Net Income 2020: $20,6822020Revenue 2021: $63,248Expenses 2021: $30,924Net Income 2021: $32,3242021Revenue 2022: $9,152Expenses 2022: $17,725Net Income 2022: -$8,5732022Revenue 2023: $5,149Expenses 2023: $44,998Net Income 2023: -$39,8492023Revenue 2024: $23,174Expenses 2024: $54,834Net Income 2024: -$31,6602024

Highlighted filing

2024

Revenue$23,174
Expenses$54,834
Net Income-$31,660
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$375,292
Liabilities
$0
Net assets
$375,292
Revenue
$23,174
Expenses
$54,834
Net income
-$31,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.23$0.55$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.05$0.45$0.40
2022Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.09$0.18$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.63$0.31$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.37$0.17$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.02$0.09$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.28$0.18$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.19$0.03$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.43$0.03$0.41
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$1.23$0.44$0.78
2014Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$1.20$4.34$3.14
2013Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.25$0.38$0.13
2012Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.33
2011Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.23
2010Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENDA S POTTTERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lee Potter Family Charitable Foundation
EIN
31-1802133
Phone
5402262434
Address
16209 SASANOA DRIVE, CORNELIUS, NC 28031

Signing Officer

Name
Glenda S Potter
Title
President
Phone
5408911234
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Pbmares Llp
Address
725 JACKSON STREET SUITE 210, FREDERICKSBURG, VA 22401
Preparer
Michael T Kennison CPA
Phone
5403713566
Raw XML Appendix277 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/RecipientFoundationStatusTxt0501(C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04921 RANDOLPH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0282114000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt026091
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044467
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028743
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015724
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054834
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028743
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044467
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015724
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0VIRGINIA STATE CORPORATION COMMISSION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENDA S POTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05408911234
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE POTTER FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEP
ReturnHeader/Filer/EIN0311802133
ReturnHeader/Filer/PhoneNum05402262434
ReturnHeader/Filer/USAddress/AddressLine1Txt016209 SASANOA DRIVE
ReturnHeader/Filer/USAddress/CityNm0CORNELIUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028031
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540737372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBMARES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0725 JACKSON STREET SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDERICKSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022401
ReturnHeader/PreparerPersonGrp/PhoneNum05403713566
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T KENNISON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-05T13:47:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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