Civic Intelligence

The Potter'S Clay Foundation Philip & Geralyn K Lu

990PF • Fiscal year 2017 • EIN 36-7014358

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
PO Box 198Winnetka, IL 60093

(847) 386-9070

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

35th percentile

-1.6%

Higher net margin than 35% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

39th percentile

-0.0%

Faster asset growth than 39% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

72%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,763,691

Down $292 (-0.0%) from 2016

Net Assets

Down

$1,763,691

Down $292 (-0.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin35th percentile

Revenue

Up

$133,336

Up $55,986 (+72%) from 2016

Expenses

Up

$135,529

Up $4,960 (+3.8%) from 2016

Net Income

Up

-$2,193

Up $51,026 (+96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2017

Assets$1,763,691
Liabilities$0
Net Assets$1,763,691
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

2017

Revenue$133,336
Expenses$135,529
Net Income-$2,193
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP Y LUTrustee-$0--
GERALYN K LUTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
THE POTTER'S CLAY FOUNDATION
EIN
36-7014358
Phone
8473869070
Address
PO BOX 198, WINNETKA, IL 60093

Signing Officer

Name
Geralyn K Lu
Title
Trustee
Phone
8478596151
Signed
2018-05-08

Preparer

Firm
Kopczyk Osher & Scott Cpas
Address
4415 HARRISON ST STE 544, HILLSIDE, IL 60162-1920
Preparer
Rodney C Scott
Phone
3125270111
Raw XML Appendix339 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/GrantOrContributionPurposeTxt3FOOD DISTRIBUTION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HEALTH CARE AND EDUCATIONAL SVCS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROGRAM TO FUND BOND PAYMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HEALTH CARE AND EDUCATIONAL SVCS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7AFTER SCHOOL AND SUMMER SCHOOL PROG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1HOWARD BROWN HEALTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE NIGHT MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3GREATER CHICAGO FOOD DEPOSITORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PLANNED PARENTHOOD OF ILLINOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CHICAGO COMMUNITY BOND FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6CONNECTIONS FOR THE HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7MCGAW YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01561 JACKSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14025 N SHERIDAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24711 N RAVENSWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34100 WEST ANN LURIE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt418 S MICHIGAN AVE 6TH FLR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 479015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62121 DEWEY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71000 GROVE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DUBUQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7EVANSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560647
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd760201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0127500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0118546
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0118546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037358
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037358
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0101348
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031977
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0127500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08954
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0138706
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0129752
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0800
OtherIncomeSchedule2/OtherIncomeDetail/Desc0U.S. TRUST - OTHER SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1U.S TRUST - NON DIV. DISTRIB
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0202
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1497
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01901
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REFUND OF FEDERAL TAXES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05814
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05814
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0IL CHARITY BUREAU FEE
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALYN K LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08478596151
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE POTTER'S CLAY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PHILIP & GERALYN K LU
ReturnHeader/Filer/BusinessNameControlTxt0POTT
ReturnHeader/Filer/EIN0367014358
ReturnHeader/Filer/PhoneNum08473869070
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 198
ReturnHeader/Filer/USAddress/CityNm0WINNETKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060093
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB30D77CD1F859BBEDB311568F40D155AD6D1F30
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB30D77CD1F859BBEDB311568F40D155AD6D1F30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt08.15.201.90
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:35:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204206235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOPCZYK OSHER & SCOTT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04415 HARRISON ST STE 544
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILLSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601621920
ReturnHeader/PreparerPersonGrp/PhoneNum03125270111
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY C SCOTT
ReturnHeader/ReturnTs02018-05-09T08:35:37-05:00
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
$1,763,691
Liabilities
$0
Net assets
$1,763,691
Revenue
$133,336
Expenses
$135,529
Net income
-$2,193
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