Civic Intelligence

Robert Potter Foundation

990EZ • Fiscal year 2021 • EIN 82-3259500

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 22, 2022

Organization Profile
220 Newport Center Dr Ste 11 280Newport Beach, CA 92660-7557

(949) 500-0977

Siviq Scores

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

Liabilities / Assets

88th percentile

0.44x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

100th percentile

70.64x

Higher debt load relative to revenue than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-826%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

54%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$309,127

Up $108,213 (+54%) from 2020

Net Assets

$174,127

No earlier filing loaded for comparison.

Liabilities

Up

$135,000

Up $124,000 (+1127%) from 2020

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Down

$1,911

Down $89,023 (-98%) from 2020

Expenses

Up

$17,698

Up $9,811 (+124%) from 2020

Net Income

Down

-$15,787

Down $98,834 (-119%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$600K$400K$200K$0Assets 2018: $105,880Liabilities 2018: $0Net Assets 2018: $105,8802018Assets 2019: $196,867Liabilities 2019: $0Net Assets 2019: $196,8672019Assets 2020: $200,914Liabilities 2020: $11,0002020Assets 2021: $309,127Liabilities 2021: $135,000Net Assets 2021: $174,1272021Assets 2022: $314,215Liabilities 2022: $135,000Net Assets 2022: $179,2152022Assets 2023: $202,883Liabilities 2023: $40,000Net Assets 2023: $162,8832023Assets 2024: $429,023Liabilities 2024: $0Net Assets 2024: $429,0232024

Highlighted filing

2021

Assets$309,127
Liabilities$135,000
Net Assets$174,127
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $91,936Expenses 2019: $950Net Income 2019: $90,9862019Revenue 2020: $90,934Expenses 2020: $7,887Net Income 2020: $83,0472020Revenue 2021: $1,911Expenses 2021: $17,698Net Income 2021: -$15,7872021Revenue 2022: $5,501Expenses 2022: $382Net Income 2022: $5,1192022Revenue 2023: $2,284Expenses 2023: $18,645Net Income 2023: -$16,3612023Revenue 2024: $307,486Expenses 2024: $41,346Net Income 2024: $266,1402024

Highlighted filing

2021

Revenue$1,911
Expenses$17,698
Net Income-$15,787
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 22, 2022
Return Version
2021v4.0
Gross Receipts
$1,911
Mission and Program Overview

Mission

Early Education

Program Services

DescriptionGrantsExpenses
While many of the public schools were closed during the Pandemic the Boys and Girls Club in Huntington Beach California remained open throughout. During this period Robert Potter foundation and Todos Santos Foundation were invited to offer their Early Literacy Program at their facility. During the 2020 2021 school year the Foundations hosted up to 72 K-4th graders teaching them phonics based early literacy skills. To deliver this Program the Foundations hired accredited teachers retired adults and student interns to provide instruction and supported them with appropriate books and classroom materials purchased for the Program. During the program up to 72 K-4th grade children attended the program. In spite of the Pandemic the reading skills of all were improved many significantly$17,698$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James RussDirectorPT$0--
Richard WinslowDirector-$0--
Alex ShklovskiDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert Potter Foundation
EIN
82-3259500
In Care Of
% James Russ
Address
220 NEWPORT CENTER DR STE 11 280, NEWPORT BEACH, CA 92660-7557

Signing Officer

Name
James Russ
Title
Director
Signed
2022-11-22
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Education, Todos Santos Family Foundation Inc, "10 Rue Valbonne Newport Beach CA 92660", $17698.00, None|”

Part II, line 26

“| Liabilities Name:, BOY Amount:, EOY Amount:| Mortgages or other loans payable, $11000, $135000|”

Raw XML Appendix134 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09495000977
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 Newport Center Drive Ste 11-280
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0200914
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Russ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alex Shklovski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Early Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0While many of the public schools were closed during the Pandemic the Boys and Girls Club in Huntington Beach California remained open throughout. During this period Robert Potter foundation and Todos Santos Foundation were invited to offer their Early Literacy Program at their facility. During the 2020 2021 school year the Foundations hosted up to 72 K-4th graders teaching them phonics based early literacy skills. To deliver this Program the Foundations hired accredited teachers retired adults and student interns to provide instruction and supported them with appropriate books and classroom materials purchased for the Program. During the program up to 72 K-4th grade children attended the program. In spite of the Pandemic the reading skills of all were improved many significantly
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017698
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0135000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017698
IRS990EZ/TotalRevenueAmt01911
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01911
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01911
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01911
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01911
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt040000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Provide temporary liquidity
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt040000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0James Russ
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt040000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Education, Todos Santos Family Foundation Inc, "10 Rue Valbonne Newport Beach CA 92660", $17698.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Liabilities Name:, BOY Amount:, EOY Amount:| Mortgages or other loans payable, $11000, $135000|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 26
ReasonableCauseExplanation/ExplanationTxt0Took me much longer than I expected to understand how to use the complicated Online filing App.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0James Russ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-22
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ReturnHeader/Filer/EIN0823259500
ReturnHeader/Filer/ForeignPhoneNum09495000977
ReturnHeader/Filer/InCareOfNm0% James Russ
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 NEWPORT CENTER DR STE 11 280
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926607557
ReturnHeader/ReturnTs02022-11-22T02:10:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$309,127
Liabilities
$135,000
Net assets
$174,127
Revenue
$1,911
Expenses
$17,698
Net income
-$15,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$3.07$0.41$2.66
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.40$1.63$0.02$0.19$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.14$1.35$1.79$0.06$0.00$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.09$1.35$1.74$0.02$0.18$0.16
2020Summary only. Only limited summary data is available for this year.$2.01$0.11$0.91$0.08$0.83
2019Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.92$0.01$0.91
2018Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.00$0.00$0.00