Civic Intelligence

Herman T and Phenie R Pott Foundation

990PF • Fiscal year 2021 • EIN 43-6041541

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

90th percentile

66%

Higher net margin than 90% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$168,408

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

72%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$27,865,530

Up $3,832,613 (+16%) from 2020

Net Assets

Up

$27,865,530

Up $3,832,613 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Up

$5,759,164

Up $2,417,722 (+72%) from 2020

Expenses

Up

$1,933,618

Up $207,065 (+12%) from 2020

Net Income

Up

$3,825,546

Up $2,210,657 (+137%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$30M$20M$10M$0Assets 2011: $21,746,012Liabilities 2011: $02011Assets 2012: $21,466,158Liabilities 2012: $02012Assets 2013: $22,208,715Liabilities 2013: $02013Assets 2014: $22,093,993Liabilities 2014: $02014Assets 2015: $24,787,460Liabilities 2015: $02015Assets 2019: $22,405,957Liabilities 2019: $02019Assets 2020: $24,032,917Liabilities 2020: $0Net Assets 2020: $24,032,9172020Assets 2021: $27,865,530Liabilities 2021: $0Net Assets 2021: $27,865,5302021Assets 2022: $26,738,405Liabilities 2022: $0Net Assets 2022: $26,738,4052022Assets 2023: $26,912,075Liabilities 2023: $0Net Assets 2023: $26,912,0752023Assets 2024: $26,545,510Liabilities 2024: $0Net Assets 2024: $26,545,5102024

Highlighted filing

2021

Assets$27,865,530
Liabilities$0
Net Assets$27,865,530
Open 2021 Filing

Operations Trend

Revenue Growth81st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $960,599Expenses 2011: $1,465,574Net Income 2011: -$504,9752011Revenue 2012: $1,097,203Expenses 2012: $1,381,227Net Income 2012: -$284,0242012Revenue 2013: $2,253,752Expenses 2013: $1,510,601Net Income 2013: $743,1512013Revenue 2014: $1,523,724Expenses 2014: $1,615,002Net Income 2014: -$91,2782014Revenue 2015: $4,400,239Expenses 2015: $1,707,515Net Income 2015: $2,692,7242015Revenue 2019: $905,842Expenses 2019: $1,661,823Net Income 2019: -$755,9812019Revenue 2020: $3,341,442Expenses 2020: $1,726,553Net Income 2020: $1,614,8892020Revenue 2021: $5,759,164Expenses 2021: $1,933,618Net Income 2021: $3,825,5462021Revenue 2022: $661,252Expenses 2022: $1,784,527Net Income 2022: -$1,123,2752022Revenue 2023: $1,836,964Expenses 2023: $1,655,230Net Income 2023: $181,7342023Revenue 2024: $1,323,031Expenses 2024: $1,696,302Net Income 2024: -$373,2712024

Highlighted filing

2021

Revenue$5,759,164
Expenses$1,933,618
Net Income$3,825,546
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$168,408-$168,408
MARY JANE KINGAdvisory Committee-$0--
TOM CORBET THOMPSON COBURNAdvisory Committee-$0--
ROY T COLLINSAdvisory Committee-$0--
JOHN F FECHTERAdvisory Committee-$0--
RICHARD ROGERSAdvisory Committee-$0--
KRISTRINE E COLLINSAdvisory Committee-$0--
Filing and Contact Details

Filer

Filer Name
Pott Foundation
EIN
43-6041541
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,865,530
Liabilities
$0
Net assets
$27,865,530
Revenue
$5,759,164
Expenses
$1,933,618
Net income
$3,825,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$1.32$1.70$0.37
2023Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$1.84$1.66$0.18
2022Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$0.66$1.78$1.12
2021Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$5.76$1.93$3.83
2020Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$3.34$1.73$1.61
2019Summary only. Only limited summary data is available for this year.$22.4$0.00$0.91$1.66$0.76
2015Summary only. Only limited summary data is available for this year.$24.8$0.00$4.40$1.71$2.69
2014Summary only. Only limited summary data is available for this year.$22.1$0.00$1.52$1.62$0.09
2013Summary only. Only limited summary data is available for this year.$22.2$0.00$2.25$1.51$0.74
2012Summary only. Only limited summary data is available for this year.$21.5$0.00$1.10$1.38$0.28
2011Summary only. Only limited summary data is available for this year.$21.7$0.00$0.96$1.47$0.50