Civic Intelligence

Potter Family Foundation

EIN 43-1801066 • Bonita Springs, FL

26610 Rookery Lake DriveBonita Springs, FL 34134
Siviq Scores

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

Liabilities / Assets

77th percentile

0.05x

Higher debt load relative to assets than 77% of similar nonprofits.

<$500k nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

2.07x

Higher debt load relative to revenue than 97% of similar nonprofits.

<$500k nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

61st percentile

2.7%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$0

Down $18,785 (-100%) from 2022

Liabilities

Down

$0

Down $1,005 (-100%) from 2022

Net Assets

Down

$0

Down $17,780 (-100%) from 2022

Operations
Liabilities / Revenue97th percentileNet Margin99th percentile

Revenue

Up

$2,960

Up $2,474 (+509%) from 2022

Expenses

Up

$20,740

Up $20,740 from 2022

Net Income

Down

-$17,780

Down $18,266 (-3758%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2011: $25,773Liabilities 2011: $1,0052011Assets 2012: $104,968Liabilities 2012: $1,0052012Assets 2013: $76,959Liabilities 2013: $1,005Net Assets 2013: $75,9542013Assets 2014: $43,409Liabilities 2014: $1,005Net Assets 2014: $42,4042014Assets 2015: $134,289Liabilities 2015: $1,0052015Assets 2018: $38,056Liabilities 2018: $1,005Net Assets 2018: $37,0512018Assets 2019: $18,906Liabilities 2019: $1,005Net Assets 2019: $17,9012019Assets 2020: $17,899Liabilities 2020: $1,005Net Assets 2020: $16,8942020Assets 2021: $18,299Liabilities 2021: $1,005Net Assets 2021: $17,2942021Assets 2022: $18,785Liabilities 2022: $1,005Net Assets 2022: $17,7802022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $25,080Expenses 2011: $127,612Net Income 2011: -$102,5322011Revenue 2012: $157,507Expenses 2012: $78,312Net Income 2012: $79,1952012Revenue 2013: $49,791Expenses 2013: $77,800Net Income 2013: -$28,0092013Revenue 2014: $99,700Expenses 2014: $133,250Net Income 2014: -$33,5502014Revenue 2015: $154,223Expenses 2015: $63,343Net Income 2015: $90,8802015Revenue 2018: $5,764Expenses 2018: $27,369Net Income 2018: -$21,6052018Revenue 2019: $850Expenses 2019: $20,000Net Income 2019: -$19,1502019Revenue 2020: $3,306Expenses 2020: $0Net Income 2020: $3,3062020Revenue 2021: $400Expenses 2021: $0Net Income 2021: $4002021Revenue 2022: $486Expenses 2022: $0Net Income 2022: $4862022Revenue 2023: $2,960Expenses 2023: $20,740Net Income 2023: -$17,7802023

Highlighted filing

2023

Revenue$2,960
Expenses$20,740
Net Income-$17,780
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,960
Expenses
$20,740
Net income
-$17,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.21$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.18$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.17$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.17$0.03$0.00$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.18$0.01$0.20$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.06$0.27$0.22
2015Summary only. Only limited summary data is available for this year.$1.34$0.01$1.54$0.63$0.91
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.01$0.42$1.00$1.33$0.34
2013Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.76$0.50$0.78$0.28
2012Summary only. Only limited summary data is available for this year.$1.05$0.01$1.58$0.78$0.79
2011Summary only. Only limited summary data is available for this year.$0.26$0.01$0.25$1.28$1.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 25, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G POTTERTrustee-$0--
NANCY F POTTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Potter Family Foundation
EIN
43-1801066
Phone
3146748208
Address
26610 ROOKERY LAKE DRIVE, BONITA SPRINGS, FL 34134

Signing Officer

Name
Robert Potter
Title
Trustee
Phone
3146748208
Signed
2024-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
14567 N OUTER FORTY RD SUITE 300, CHESTERFIELD, MO 63017
Preparer
Jaclyn Ellis
Phone
3146267400
Raw XML Appendix287 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028291
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08479
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08482
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08479
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053501
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045022
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0PRIVATE FOUNDATION TERMINATED AT THE END OF YEAR 2023 AS REMAINING FUNDS WERE PAID TO THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) CHARITABLE ORGANIZATION ON DECEMBER 27, 2023 IN THE AMOUNT OF $8,481.51.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT POTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03146748208
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POTTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0POTT
ReturnHeader/Filer/EIN0431801066
ReturnHeader/Filer/PhoneNum03146748208
ReturnHeader/Filer/USAddress/AddressLine1Txt026610 ROOKERY LAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034134
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014567 N OUTER FORTY RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESTERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063017
ReturnHeader/PreparerPersonGrp/PhoneNum03146267400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACLYN ELLIS
ReturnHeader/ReturnTs02024-06-25T17:30:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POTTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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