Civic Intelligence

Daniel J Potter Memorial Foundation

990PF • Fiscal year 2019 • EIN 93-1328385

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 27, 2020

Organization Profile
14594 NW Salvia CourtPortland, OR 97229

(503) 641-0475

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$3,049

Down $98 (-3.1%) from 2015

Net Assets

$3,049

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin55th percentile

Revenue

Up

$2,079

Up $83 (+4.2%) from 2015

Expenses

Up

$1,966

Up $19 (+1.0%) from 2015

Net Income

Up

$113

Up $64 (+131%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0K$4.0K$2.0K$0Assets 2011: $3,086Liabilities 2011: $02011Assets 2012: $3,145Liabilities 2012: $02012Assets 2013: $3,000Liabilities 2013: $02013Assets 2014: $3,098Liabilities 2014: $02014Assets 2015: $3,147Liabilities 2015: $02015Assets 2019: $3,049Liabilities 2019: $1Net Assets 2019: $3,0492019Assets 2020: $5,216Liabilities 2020: $1Net Assets 2020: $5,2162020Assets 2021: $518Liabilities 2021: $0Net Assets 2021: $5182021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$3,049
Liabilities$1
Net Assets$3,049
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0K$0-$5.0KRevenue 2011: $2,178Expenses 2011: $2,054Net Income 2011: $1242011Revenue 2012: $1,987Expenses 2012: $1,928Net Income 2012: $592012Revenue 2013: $1,790Expenses 2013: $1,935Net Income 2013: -$1452013Revenue 2014: $2,040Expenses 2014: $1,942Net Income 2014: $982014Revenue 2015: $1,996Expenses 2015: $1,947Net Income 2015: $492015Revenue 2019: $2,079Expenses 2019: $1,966Net Income 2019: $1132019Revenue 2020: $4,458Expenses 2020: $2,420Net Income 2020: $2,0382020Revenue 2021: $139Expenses 2021: $1,985Net Income 2021: -$1,8462021Revenue 2022: $147Expenses 2022: $3,801Net Income 2022: -$3,6542022

Highlighted filing

2019

Revenue$2,079
Expenses$1,966
Net Income$113
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W POTTERPresident-$0--
ELIZABETH ARRIGOTTIVice President-$0--
MARY LOU POTTERSectreas-$0--
Filing and Contact Details

Filer

Filer Name
Daniel J Potter Memorial Foundation
EIN
93-1328385
Address
14594 NW SALVIA COURT, PORTLAND, OR 97229

Signing Officer

Name
Mary Lou Potter
Title
Sectreas
Phone
5039571727
Signed
2020-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Pnw Tax and Wealth Advisors LLC
Address
5725 SW HALL BLVD, Beaverton, OR 97005
Preparer
Andrew Knox
Phone
5036410475
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05036410475
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW KNOX
ReturnHeader/ReturnTs02020-03-23T17:59:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,049
Liabilities
$1
Net assets
$3,049
Revenue
$2,079
Expenses
$1,966
Net income
$113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0$0$0$147$3,801$3,654
2021Detailed filing. Detailed filing data is available for this year.$518$0$518$139$1,985$1,846
2020Detailed filing. Detailed filing data is available for this year.$5,216$1$5,216$4,458$2,420$2,038
2019Detailed filing. Detailed filing data is available for this year.$3,049$1$3,049$2,079$1,966$113
2015Summary only. Only limited summary data is available for this year.$3,147$0$1,996$1,947$49
2014Summary only. Only limited summary data is available for this year.$3,098$0$2,040$1,942$98
2013Summary only. Only limited summary data is available for this year.$3,000$0$1,790$1,935$145
2012Summary only. Only limited summary data is available for this year.$3,145$0$1,987$1,928$59
2011Summary only. Only limited summary data is available for this year.$3,086$0$2,178$2,054$124