Civic Intelligence

Daniel J Potter Memorial Foundation

990PF • Fiscal year 2020 • EIN 93-1328385

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 08, 2021

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

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

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.

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

Asset Growth

87th percentile

71%

Faster asset growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

114%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$5,216

Up $2,167 (+71%) from 2019

Net Assets

Up

$5,216

Up $2,167 (+71%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Up

$4,458

Up $2,379 (+114%) from 2019

Expenses

Up

$2,420

Up $454 (+23%) from 2019

Net Income

Up

$2,038

Up $1,925 (+1704%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2020

Assets$5,216
Liabilities$1
Net Assets$5,216
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

2020

Revenue$4,458
Expenses$2,420
Net Income$2,038
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 8, 2021
Return Version
2020v4.0
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
2021-03-08
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
Raw XML Appendix228 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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PNW TAX AND WEALTH ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05725 SW HALL BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW KNOX
ReturnHeader/ReturnTs02021-03-10T13:52:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY LOU
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POTTER
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,216
Liabilities
$1
Net assets
$5,216
Revenue
$4,458
Expenses
$2,420
Net income
$2,038
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