Civic Intelligence

Potentia Institute

990EZ • Fiscal year 2020 • EIN 84-4352142

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 14, 2021

Organization Profilewww.potentiainstitute21.org
PO Box 294El Granada, CA 94018

(650) 393-9308

Siviq Scores

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

Liabilities / Assets

97th percentile

1.30x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

0.43x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Net Margin

31st percentile

-9.8%

Higher net margin than 31% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

$5,065

No earlier filing loaded for comparison.

Net Assets

-$1,516

No earlier filing loaded for comparison.

Liabilities

$6,581

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin31st percentile

Revenue

$15,479

No earlier filing loaded for comparison.

Expenses

$16,995

No earlier filing loaded for comparison.

Net Income

-$1,516

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10K$5.0K$0-$5.0KAssets 2020: $5,065Liabilities 2020: $6,581Net Assets 2020: -$1,5162020

Highlighted filing

2020

Assets$5,065
Liabilities$6,581
Net Assets-$1,516
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2020: $15,479Expenses 2020: $16,995Net Income 2020: -$1,5162020

Highlighted filing

2020

Revenue$15,479
Expenses$16,995
Net Income-$1,516
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 14, 2021
Return Version
2020v4.0
Gross Receipts
$15,479
Mission and Program Overview

Mission

To transform potential through brain science and personalized learning

Program Services

DescriptionGrantsExpenses
Set up of organization and associated research and development$16,994-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole S OfieshOfficer-$0--
Lisa PollerOfficer-$0--
Jose BlackorbySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Potentia Institute
EIN
84-4352142
Phone
6503939308
Address
PO BOX 294, EL GRANADA, CA 94018

Signing Officer

Name
Nicole S Ofiesh
Title
Director
Signed
2021-12-14
Discuss with paid preparer
Yes

Preparer

Firm
De Martini & Company LLP
Address
477 9TH AVENUE SUITE 107, SAN MATEO, CA 94402
Preparer
Stephen J De Martini
Phone
6503435900
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3237”

Other Expenses.1

“Product Development $10000”

Other Expenses.2

“Professional Services $2617”

Other Expenses.3

“Dues & Subscriptions $265”

Other Expenses.4

“Bank Fees $245”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $6581”

Raw XML Appendix136 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/PersonNm0Nicole O'Fiesh
IRS990EZ/BooksInCareOfDetail/PhoneNum06503939308
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 Montford Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mill Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094941
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05065
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015479
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1516
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0631
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05065
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt015479
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1516
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-1516
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nicole S Ofiesh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Poller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jose Blackorby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016364
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To transform potential through brain science and personalized learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Set up of organization and associated research and development
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016994
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06581
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016995
IRS990EZ/TotalProgramServiceExpensesAmt016994
IRS990EZ/TotalRevenueAmt015479
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.potentiainstitute21.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015479
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt015479
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015479
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015479
IRS990ScheduleA/TotalSupportAmt015479
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Product Development $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Professional Services $2617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues & Subscriptions $265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $6581
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1006
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nicole S Ofiesh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POTENTIA INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0POTE
ReturnHeader/Filer/EIN0844352142
ReturnHeader/Filer/PhoneNum06503939308
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 294
ReturnHeader/Filer/USAddress/CityNm0EL GRANADA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094018
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454500756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0De Martini & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0477 9TH AVENUE SUITE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum06503435900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J De Martini
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-14T09:40:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nicole S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ofiesh
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,065
Liabilities
$6,581
Net assets
-$1,516
Revenue
$15,479
Expenses
$16,995
Net income
-$1,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$5.07$6.58$1.52$15.5$17.0$1.52