Civic Intelligence

Shirley Anne Potestio Foundation

EIN 84-1485248 • Parker, CO

19020 Longs WayParker, CO 80134
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

12th percentile

-84%

Higher net margin than 12% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

51st percentile

-1.7%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-60%

Faster revenue growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$92,260

Down $1,606 (-1.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$92,260

No earlier filing loaded for comparison.

Revenue

Down

$1,906

Down $2,828 (-60%) from 2023

Expenses

Up

$3,512

Up $113 (+3.3%) from 2023

Net Income

Down

-$1,606

Down $2,941 (-220%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $44,766Liabilities 2011: $02011Assets 2012: $46,814Liabilities 2012: $02012Assets 2013: $65,318Liabilities 2013: $0Net Assets 2013: $65,3182013Assets 2014: $67,156Liabilities 2014: $0Net Assets 2014: $67,1562014Assets 2015: $64,771Liabilities 2015: $1,295Net Assets 2015: $63,4762015Assets 2016: $66,471Liabilities 2016: $0Net Assets 2016: $66,4712016Assets 2017: $69,338Liabilities 2017: $0Net Assets 2017: $69,3382017Assets 2019: $81,926Liabilities 2019: $0Net Assets 2019: $81,9262019Assets 2020: $90,170Liabilities 2020: $0Net Assets 2020: $90,1702020Assets 2021: $88,271Liabilities 2021: $0Net Assets 2021: $88,2712021Assets 2022: $92,531Liabilities 2022: $0Net Assets 2022: $92,5312022Assets 2023: $93,866Liabilities 2023: $12023Assets 2024: $92,260Liabilities 2024: $0Net Assets 2024: $92,2602024

Highlighted filing

2024

Assets$92,260
Liabilities$0
Net Assets$92,260

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: -$339Expenses 2011: $1,245Net Income 2011: -$1,5842011Revenue 2012: $13,348Expenses 2012: $11,300Net Income 2012: $2,0482012Revenue 2013: $25,107Expenses 2013: $6,603Net Income 2013: $18,5042013Revenue 2014: $15,607Expenses 2014: $13,769Net Income 2014: $1,8382014Revenue 2015: $1,108Expenses 2015: $2,069Net Income 2015: -$9612015Revenue 2016: $4,883Expenses 2016: $2,139Net Income 2016: $2,7442016Revenue 2017: $5,136Expenses 2017: $2,269Net Income 2017: $2,8672017Revenue 2019: $12,808Expenses 2019: $2,646Net Income 2019: $10,1622019Revenue 2020: $11,081Expenses 2020: $2,837Net Income 2020: $8,2442020Revenue 2021: $10,843Expenses 2021: $12,742Net Income 2021: -$1,8992021Revenue 2022: $7,482Expenses 2022: $3,222Net Income 2022: $4,2602022Revenue 2023: $4,734Expenses 2023: $3,399Net Income 2023: $1,3352023Revenue 2024: $1,906Expenses 2024: $3,512Net Income 2024: -$1,6062024

Highlighted filing

2024

Revenue$1,906
Expenses$3,512
Net Income-$1,606

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.3$0.00$92.3$1.91$3.51$1.61
2023Summary only. Only limited summary data is available for this year.$93.9$0.00$4.73$3.40$1.34
2022Detailed filing. Detailed filing data is available for this year.$92.5$0.00$92.5$7.48$3.22$4.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.3$0.00$88.3$10.8$12.7$1.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.2$0.00$90.2$11.1$2.84$8.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.9$0.00$81.9$12.8$2.65$10.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.3$0.00$69.3$5.14$2.27$2.87
2016Detailed filing. Detailed filing data is available for this year.$66.5$0.00$66.5$4.88$2.14$2.74
2015Detailed filing. Detailed filing data is available for this year.$64.8$1.30$63.5$1.11$2.07$0.96
2014Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$15.6$13.8$1.84
2013Detailed filing. Detailed filing data is available for this year.$65.3$0.00$65.3$25.1$6.60$18.5
2012Summary only. Only limited summary data is available for this year.$46.8$0.00$13.3$11.3$2.05
2011Summary only. Only limited summary data is available for this year.$44.8$0.00$0.34$1.25$1.58
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 3, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK S POTESTIO IIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shirley Anne Potestio Foundation
EIN
84-1485248
Phone
3038412299
Address
19020 LONGS WAY, PARKER, CO 80134

Signing Officer

Name
Frank S Potestio Ii
Title
Director
Phone
3038412299
Signed
2023-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Robinson & Jones Pc
Address
PO BOX 1903, ELIZABETH, CO 80107-1903
Preparer
Bernard Robinson
Phone
3036462088
Raw XML Appendix370 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2BLACKROCK EVENT DRVN EQ
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01875 EMPIRIC ENERGY INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2375 EMPIRIC ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm533 AT&T INC
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt092531
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0130101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt088271
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt092531
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt088271
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt092531
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0126839
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0977
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0125862
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01903
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06247
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0124936
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0126839
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK S POTESTIO II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019020 LONGS WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080134
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03222
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03222
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRANK S POTESTIO II
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019020 LONGS WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARKER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080134
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03038412299
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03222
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03025
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0487
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0487
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03222
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0487
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03512
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRANK S POTESTIO II
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt019020 LONGS WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PARKER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080134
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01578
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01578
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - UMB
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01578
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01578
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt032
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt110
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt032
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK S POTESTIO II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03038412299
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHIRLEY ANNE POTESTIO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHIR
ReturnHeader/Filer/EIN0841485248
ReturnHeader/Filer/PhoneNum03038412299
ReturnHeader/Filer/USAddress/AddressLine1Txt019020 LONGS WAY
ReturnHeader/Filer/USAddress/CityNm0PARKER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080134
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272989489
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBINSON & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1903
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0801071903
ReturnHeader/PreparerPersonGrp/PhoneNum03036462088
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNARD ROBINSON
ReturnHeader/ReturnTs02023-09-14T16:27:39-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POTESTIO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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