The Potter Family Foundation

EIN 82-1726161 • San Mateo, CA

3904 Marshall AveSan Mateo, CA 94403

Siviq Scores

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

0.00x

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

<$500k nonprofits • Source year 2025

0.00x

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

<$500k nonprofits • Source year 2025

37%

Higher net margin than 84% of similar nonprofits.

<$500k nonprofits • Source year 2025

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

16%

Faster asset growth than 76% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

166340%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets63rd percentile

Assets

$44,332

Up $6,121 (+16%) from 2024

Liabilities

Flat

Flat from 2024

Net Assets

$44,332

Up $6,121 (+16%) from 2024

Operations

Liabilities / Revenue66th percentile Net Margin84th percentile

Revenue

$16,644

Up $16,634 (+166340%) from 2024

Expenses

Down

$10,523

Down $1,027 (-8.9%) from 2024

Net Income

$6,121

Up $17,661 (+153%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

Highlighted filing

2025

Assets$44,332

Liabilities$0

Net Assets$44,332

Open 2025 Filing

Operations Trend

Revenue Growth100th percentile

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

Highlighted filing

2025

Revenue$16,644

Expenses$10,523

Net Income$6,121

Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $44,332
Liabilities: $0
Net assets: $44,332
Revenue: $16,644
Expenses: $10,523
Net income: $6,121

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$44.3	$0.00	$44.3	$16.6	$10.5	$6.12
2024Detailed filing. Detailed filing data is available for this year.	$38.2	$0.00	$38.2	$0.01	$11.6	$11.5
2023Detailed filing. Detailed filing data is available for this year.	$49.8	$0.00	$49.8	$0.06	$9.93	$9.87
2022Detailed filing. Detailed filing data is available for this year.	$59.6	$0.00	$59.6	$0.09	$10.6	$10.5
2021Detailed filing. Detailed filing data is available for this year.	$70.1	$0.00	$70.1	$33.8	$14.0	$19.8
2020Detailed filing. Detailed filing data is available for this year.	$50.3	$0.00	$50.3	$30.7	$8.54	$22.1
2018Detailed filing. Detailed filing data is available for this year.	$0.50	$0.00	$0.50	$21.9	$21.4	$0.50

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jul 1, 2024 to Jun 30, 2025
Signed: Jul 15, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LORRAINE POTTER	Trustee	-	$0	-	-
RAND POTTER	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Potter Family Foundation
EIN: 82-1726161
Phone: 6505728027
Address: 3904 MARSHALL AVE, SAN MATEO, CA 94403

Signing Officer

Name: Lorraine Potter
Title: Trustee
Phone: 6502183860
Signed: 2025-07-15

Preparer

Firm: Allied Tax Planners
Address: 7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer: Bradley L Haupt Ea
Phone: 5108862937

Raw XML Appendix252 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	3904 MARSHALL AVE
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	94403
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	18174
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	18174
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	776S OF INTEL COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2025-03-27
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	23
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LORRAINE POTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6502183860
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE POTTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	POTT
ReturnHeader/Filer/EIN	0	821726161
ReturnHeader/Filer/PhoneNum	0	6505728027
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3904 MARSHALL AVE
ReturnHeader/Filer/USAddress/CityNm	0	SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	823783607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	7300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94588
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5108862937
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2025-08-28T13:20:12-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-07-01
ReturnHeader/TaxPeriodEndDt	0	2025-06-30
ReturnHeader/TaxYr	0	2024

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