Civic Intelligence

Jean L Potter Foundation

990PF • Fiscal year 2019 • EIN 47-1641626

Jan 01, 2019 to Dec 31, 2019 • Filed on May 01, 2020

Organization Profile
114 W 47th St Ny8-114-07-07New York, NY 10036-1510

(212) 852-3049

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2019 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

99th percentile

547%

Higher net margin than 99% of similar nonprofits.

2019 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

88th percentile

$107,053

Higher top officer pay than 88% of similar nonprofits.

2019 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2019

Asset Growth

12th percentile

-7.2%

Faster asset growth than 12% of similar nonprofits.

2019 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$10,739,355

Down $837,692 (-7.2%) from 2018

Net Assets

Down

$10,739,355

Down $837,692 (-7.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$150,599

Down $523,832 (-140%) from 2018

Expenses

Down

$672,746

Down $97,422 (-13%) from 2018

Net Income

Down

-$823,345

Down $426,410 (-107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$15M$10M$5.0M$0Assets 2014: $11,980,521Liabilities 2014: $02014Assets 2015: $12,759,083Liabilities 2015: $02015Assets 2018: $11,577,047Liabilities 2018: $0Net Assets 2018: $11,577,0472018Assets 2019: $10,739,355Liabilities 2019: $0Net Assets 2019: $10,739,3552019Assets 2020: $10,113,792Liabilities 2020: $0Net Assets 2020: $10,113,7922020Assets 2021: $9,791,724Liabilities 2021: $0Net Assets 2021: $9,791,7242021Assets 2022: $9,226,896Liabilities 2022: $0Net Assets 2022: $9,226,8962022Assets 2023: $8,845,558Liabilities 2023: $0Net Assets 2023: $8,845,5582023Assets 2024: $8,560,173Liabilities 2024: $0Net Assets 2024: $8,560,1732024

Highlighted filing

2019

Assets$10,739,355
Liabilities$0
Net Assets$10,739,355
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $14,128,538Expenses 2014: $761,394Net Income 2014: $13,367,1442014Revenue 2015: $908,308Expenses 2015: $980,716Net Income 2015: -$72,4082015Revenue 2018: $373,233Expenses 2018: $770,168Net Income 2018: -$396,9352018Revenue 2019: -$150,599Expenses 2019: $672,746Net Income 2019: -$823,3452019Revenue 2020: $100,614Expenses 2020: $721,323Net Income 2020: -$620,7092020Revenue 2021: $388,266Expenses 2021: $715,092Net Income 2021: -$326,8262021Revenue 2022: $214,841Expenses 2022: $779,890Net Income 2022: -$565,0492022Revenue 2023: $310,875Expenses 2023: $700,886Net Income 2023: -$390,0112023Revenue 2024: $466,103Expenses 2024: $741,265Net Income 2024: -$275,1622024

Highlighted filing

2019

Revenue-$150,599
Expenses$672,746
Net Income-$823,345
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 1, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$107,053-$107,053
Filing and Contact Details

Filer

Filer Name
Jean L Potter Fdtn
EIN
47-1641626
Phone
2128523049
Address
114 W 47TH ST NY8-114-07-07, NEW YORK, NY 10036-1510

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2020-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28949746101 WELLS FARGO & CO NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3326078J100 DOWDUPONT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34369604103 GENERAL ELECTRIC CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6011135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62254687106 WALT DISNEY CO/THE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6430231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65370334104 GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6640434L105 HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67500754106 KRAFT HEINZ CO/THE
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,739,355
Liabilities
$0
Net assets
$10,739,355
Revenue
-$150,599
Expenses
$672,746
Net income
-$823,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.47$0.74$0.28
2023Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$0.31$0.70$0.39
2022Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.21$0.78$0.57
2021Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$0.39$0.72$0.33
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.10$0.72$0.62
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.15$0.67$0.82
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.37$0.77$0.40
2015Summary only. Only limited summary data is available for this year.$12.8$0.00$0.91$0.98$0.07
2014Summary only. Only limited summary data is available for this year.$12.0$0.00$14.1$0.76$13.4