Civic Intelligence

The Potter'S Clay Foundation Philip & Geralyn K Lu

990PF • Fiscal year 2011 • EIN 36-7014358

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 27, 2012

Organization Profile
PO Box 134753701-1347
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

24th percentile

-4.9%

Faster asset growth than 24% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,902,604

Down $97,536 (-4.9%) from 2010

Net Assets

Down

$1,902,604

Down $97,536 (-4.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$151,337

Down $302 (-0.2%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,000,140Liabilities 2010: $0Net Assets 2010: $2,000,1402010Assets 2011: $1,902,604Liabilities 2011: $0Net Assets 2011: $1,902,6042011Assets 2012: $1,769,642Liabilities 2012: $0Net Assets 2012: $1,769,6422012Assets 2013: $1,686,539Liabilities 2013: $0Net Assets 2013: $1,686,5392013Assets 2014: $1,725,044Liabilities 2014: $0Net Assets 2014: $1,725,0442014Assets 2015: $1,817,202Liabilities 2015: $0Net Assets 2015: $1,817,2022015Assets 2016: $1,763,983Liabilities 2016: $0Net Assets 2016: $1,763,9832016Assets 2017: $1,763,691Liabilities 2017: $0Net Assets 2017: $1,763,6912017Assets 2018: $1,854,128Liabilities 2018: $0Net Assets 2018: $1,854,1282018Assets 2019: $1,767,708Liabilities 2019: $0Net Assets 2019: $1,767,7082019Assets 2020: $1,849,729Liabilities 2020: $0Net Assets 2020: $1,849,7292020Assets 2021: $1,832,913Liabilities 2021: $0Net Assets 2021: $1,832,9132021Assets 2022: $1,773,302Liabilities 2022: $0Net Assets 2022: $1,773,3022022Assets 2023: $1,613,477Liabilities 2023: $0Net Assets 2023: $1,613,4772023Assets 2024: $1,787,266Liabilities 2024: $0Net Assets 2024: $1,787,2662024

Highlighted filing

2011

Assets$1,902,604
Liabilities$0
Net Assets$1,902,604
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $151,6392010Expenses 2011: $151,3372011Expenses 2012: $149,6262012Revenue 2013: $68,441Expenses 2013: $151,544Net Income 2013: -$83,1032013Revenue 2014: $198,539Expenses 2014: $160,034Net Income 2014: $38,5052014Revenue 2015: $242,679Expenses 2015: $150,521Net Income 2015: $92,1582015Revenue 2016: $77,350Expenses 2016: $130,569Net Income 2016: -$53,2192016Revenue 2017: $133,336Expenses 2017: $135,529Net Income 2017: -$2,1932017Revenue 2018: $223,452Expenses 2018: $133,015Net Income 2018: $90,4372018Revenue 2019: $83,845Expenses 2019: $160,028Net Income 2019: -$76,1832019Revenue 2020: $266,222Expenses 2020: $184,201Net Income 2020: $82,0212020Revenue 2021: $142,149Expenses 2021: $158,965Net Income 2021: -$16,8162021Revenue 2022: $96,519Expenses 2022: $156,130Net Income 2022: -$59,6112022Revenue 2023: -$3,610Expenses 2023: $156,215Net Income 2023: -$159,8252023Revenue 2024: $46,320Expenses 2024: $166,215Net Income 2024: -$119,8952024

Highlighted filing

2011

Revenue-
Expenses$151,337
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 27, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP Y LUTrusteePT$0--
GERALYN K LUTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-AFTER SCHOOL TUTORING&SUMMER PROGRAM-CHICAGO, IL, US$100,000
Paid Grant-FOOD DISTRIBUTION PROGRAM-MADISON, WI, US$15,000
Paid Grant-HOUSING FOR THE HOMELESS-MADISON, WI, US$12,500
Paid Grant-SHELTER PROGRAMS FOR HOMELESS-MADISON, WI, US$12,500
Filing and Contact Details

Filer

EIN
36-7014358
Raw XML Appendix302 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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AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01300
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CompensationExplanation/Compensation/PersonName1GERALYN K LU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0753381
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1309511
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0793693
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1419800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DOMINI SOCIAL EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1U.S. TRUST - STOCK INVESTMENTS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired11999-12-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0US TRUST SALES
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IRS990PF/DistributableAmount/MinimumInvestmentReturn0103310
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GERALYN K LU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1537011347
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MADISON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353718
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1037661
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2047473
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3020277
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4011137
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear506016
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear506016
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0153664
IRS990PF/UndistributedIncome/ExcessFromCurrentYear037116
IRS990PF/UndistributedIncome/ExcessFromYear1037661
IRS990PF/UndistributedIncome/ExcessFromYear2047473
IRS990PF/UndistributedIncome/ExcessFromYear3020277
IRS990PF/UndistributedIncome/ExcessFromYear4011137
IRS990PF/UndistributedIncome/QualifyingDistributions0140000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus037116
IRS990PF/UndistributedIncome/TotalCorpus0159680
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0122564
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0126
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0126
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount09799
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome09799
TaxesSchedule/Taxes/Amount097
TaxesSchedule/Taxes/Amount115
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1IL CHARITY BUREAU FEE
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0367014358
ReturnHeader/Filer/Name/BusinessNameLine10THE POTTER'S CLAY FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20PHILIP & GERALYN K LU
ReturnHeader/Filer/NameControl0POTT
ReturnHeader/Filer/Phone06086615110
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1347
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537011347
ReturnHeader/Officer/DateSigned02012-04-27
ReturnHeader/Officer/Name0GERALYN LU
ReturnHeader/Officer/Phone06086615110
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JOHN D KOPCZYK LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1065 E WACKER PL STE 1400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CHICAGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060601
ReturnHeader/Preparer/Name0JOHN D KOPCZYK
ReturnHeader/Preparer/Phone03125270111
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-04T16:06:33-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,902,604
Liabilities
$0
Net assets
$1,902,604
Revenue
-
Expenses
$151,337
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.05$0.17$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.00$0.16$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.16$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.14$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.27$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.22$0.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.13$0.14$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.08$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.24$0.15$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.20$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.07$0.15$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.15