Robert Potter Foundation

990PF • Fiscal year 2023 • EIN 82-3259500

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

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.

0.20x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

17.51x

Higher debt load relative to revenue than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

-716%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

-35%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

-58%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets84th percentile

Assets

Down

$202,883

Down $111,332 (-35%) from 2022

Net Assets

Down

$162,883

Down $16,332 (-9.1%) from 2022

Liabilities

Down

$40,000

Down $95,000 (-70%) from 2022

Revenue And Expenses

Liabilities / Revenue99th percentile Net Margin2nd percentile

Revenue

Down

$2,284

Down $3,217 (-58%) from 2022

Expenses

$18,645

Up $18,263 (+4781%) from 2022

Net Income

Down

-$16,361

Down $21,480 (-420%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

Highlighted filing

2023

Assets$202,883

Liabilities$40,000

Net Assets$162,883

Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

Highlighted filing

2023

Revenue$2,284

Expenses$18,645

Net Income-$16,361

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Nov 14, 2024
Return Version: 2023v5.1

Mission and Program Overview

Mission

Early Education

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
James Russ	Director	PT	$0	-	-
Lusanna Schurger	Director	-	$0	-	-
KC Care	Director	-	$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: 2024-11-14

Raw XML Appendix351 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/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	TodosSantosFoundation.com
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Donation to Private Foundation - To support the charitable early education efforts of Todos Santos Foundation
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	Supporting Early Education Program of Todos Santos Foundation - Provided all administrative materials products and services needed by the Early Education Program of Todos Santos Foundation
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	9600
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	9045
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	18645
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	18645
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	18645
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	18645
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	18645
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Robert Potter
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	Park Newport
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Newport Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	92660
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	5000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt	0	0
LoansFromOfficersSchedule/LoansFromOfficerGrp/ConsiderationFMVAmt	0	0
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc	0	Cash
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm	0	James Russ
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanMaturityDt	0	2024-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt	0	0
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt	0	Liquidity
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt	0	2021-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt	0	Repay when convenient but by 12 31 2024
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt	0	None
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt	0	Director
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt	0	40000
MortgagesAndNotesPayableSch/NotePayableGrp/ConsiderationFMVAmt	0	40000
MortgagesAndNotesPayableSch/NotePayableGrp/InsiderRelationshipTxt	0	Founder
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt	0	0
MortgagesAndNotesPayableSch/NotePayableGrp/LenderConsiderationDesc	0	None
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/BusinessName/BusinessNameLine1Txt	0	James Russ
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt	0	2024-12
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt	0	40000
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt	0	Liquidity
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt	0	2021-12
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt	0	By end of 2024
MortgagesAndNotesPayableSch/NotePayableGrp/SecurityProvidedBorrowerTxt	0	None
MortgagesAndNotesPayableSch/NotePayableGrp/TitleTxt	0	Director
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Direct expenditures for Charitable activities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Donation to 501c3 Private Foundation to support charitable education activity.
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	9045
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	9600
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	9045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	9600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	95000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Loan
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	0
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum	0	9495000977
ReturnHeader/BusinessOfficerGrp/PersonNm	0	James Russ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERT POTTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	823259500
ReturnHeader/Filer/ForeignPhoneNum	0	9495000977
ReturnHeader/Filer/InCareOfNm	0	% James Russ
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	220 NEWPORT CENTER DR STE 11 280
ReturnHeader/Filer/USAddress/CityNm	0	NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	926607557
ReturnHeader/ReturnTs	0	2024-11-14T03:06:14-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $202,883
Liabilities: $40,000
Net assets: $162,883
Revenue: $2,284
Expenses: $18,645
Net income: -$16,361

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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