Nonprofit · EIN 85-2051176
POTLIKKER CAPITAL
Tax-exempt · SAN LEANDRO, CA 94577
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,805,017 | $3,163,663 | -$1,358,646 | $15,098,113 | $14,809,003 | $289,110 |
| December 31, 2023 | 990 | $2,499,126 | $2,011,322 | $487,804 | $7,387,917 | $5,432,043 | $1,955,874 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,649,134
- Program service revenue
- $130,321
- Investment income
- $25,562
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $284,416
- Compensation of officers, directors and key employees
- $298,439
- Other salaries and wages
- $764,811
- Salaries, compensation and benefits (total)
- $1,263,350
- Professional fundraising fees
- $0
- Legal fees
- $31,400
- Accounting fees
- $120,327
- Occupancy
- $36,678
- Travel
- $374,868
- Program services (functional)
- $1,775,045
- Management and general (functional)
- $1,133,232
- Fundraising (functional)
- $255,386
Balance sheet and other
- Total assets, start of year
- $7,387,917
- Total assets, end of year
- $15,098,113
- Total liabilities, end of year
- $14,809,003
- Net assets, end of year
- $289,110
- Net assets without donor restrictions
- -$1,061,801
- Net assets with donor restrictions
- $1,350,911
- Gross receipts
- $1,805,017
- Employees
- 13
- Year formed
- 2020
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK WATSON | PRESIDENT/ C Trustee or director, Officer | 40 | $200,905 | $5,022 |
| LOLITA DUNN | DIR INVEST R Highest-paid employee | 40 | $139,171 | $24,939 |
| JUAN ESCARENO | FIELD DIRECT Highest-paid employee | 40 | $128,974 | $26,145 |
| LISA CLOTTER | MANAGING DIR Officer | 40 | $74,288 | $12,840 |
| ERIKA WILLIAMS | DIRECTOR Trustee or director | 15 | $53,170 | $0 |
| AARON JAY FOSSETT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| COLLIE GRADDICK | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KONDA MASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VANESSA ROANHORSE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK WATSON | PRESIDENT/ C Trustee or director, Officer | 40 | $153,295 |
| LOLITA DUNN | DIR INVEST R Highest-paid employee | 40 | $127,073 |
| JUAN ESCARENO | FIELD DIRECT Highest-paid employee | 40 | $110,246 |
| LISA CLOTTER | MANAGING DIR Officer | 40 | $101,942 |
| LESLIE CARRERE | DIRECTOR Trustee or director | 1 | $0 |
| AARON JAY FOSSETT | TREASURER Trustee or director, Officer | 1 | $0 |
| COLLIE GRADDICK | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| KONDA MASON | DIRECTOR Trustee or director | 1 | $0 |
| VANESSA ROANHORSE | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| ERIKA WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 34 BROADMOOR BLVD, SAN LEANDRO, CA 94577-0000
- In care of
- % JENNY MILLER
- Principal officer (990 for 2024)
- MARK WATSON, 1041 N DUPONT HWY 1725, DOVER, DE 19901
- Signed the 990
- MARK WATSON, PRESIDENT/ CIO
- Phone
- (800) 319-5660
- Website
- WWW.POTLIKKERCAPITAL.COM
- Return prepared by
- DAVISKELLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 85-2051176 or by the name POTLIKKER CAPITAL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
POTLIKKER CAPITAL IS A CHARITABLE LOAN FUND THAT SUPPORTS SOCIALLY AND ECONOMICALLY DISADVANTAGED AGRICULTURAL PRODUCERS AND PROCESSORS NATIONWIDE. WE APPLY AN INTEGRATED CAPITAL MODEL, COMBINING FLEXIBLE LOANS, CATALYTIC GRANTS, TECHNICAL ASSISTANCE, AND OTHER TAILORED RESOURCES, TO HELP STRENGTHEN LOCAL FOOD SYSTEMS AND FOSTER LASTING CHANGE. OUR MODEL IS ROOTED IN TRUST, RELATIONSHIP, AND COMMUNITY STEWARDSHIP.
Program accomplishments
- POTLIKKER ADVANCES REGENERATIVE FARMING PRACTICES THROUGH FOUR INTERCONNECTED GOALS: 1) CAPITAL THAT ENABLE ECOLOGICAL STEWARDSHIP 2) CAPACITY THAT SUPPORTS GOVERNANCE AND GROWTH 3) CONNECTIONS THAT BUILD COLLECTIVE RESILIENCE AND 4) CAPITAL MODELS THAT REFLECT VALUES OVER EXTRACTION. POTLIKKER PROVIDES PATIENT, FLEXIBLE FINANCING THAT ALLOWS PRODUCERS TO ADOPT AND SUSTAIN REGENERATIVE PRACTICES. FROM INCEPTION THROUGH 2024 PARTNERED WITH 58 PRODUCERS ACROSS 24 STATES, INVESTING IN THEIR LEADERSHIP AND ADVANCING SYSTEMS TO INCREASE THEIR ENDURANCE, RESPONSIVENESS, AND STABILITY. ALONG WITH MULTI-DISCIPLINED TECHNICAL ASSISTANCE, POTLIKKER DEPLOYED 4.47 MILLION IN LOANS AND 532K IN GRANTS.Expenses $1,775,045 · grants $284,416 · revenue $54,801
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-2051176
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S11)
- Assets (IRS master file)
- $15,098,113
- Income (IRS master file)
- $1,805,017
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,805,017 | $3,163,663 | $15,098,113 | XML |
| 990 | December 2023 | $2,499,126 | $2,011,322 | $7,387,917 | XML |
| 990 | December 2022 | $1,291,869 | $1,146,995 | $2,893,690 | IRS |
| 990 | December 2021 | $1,041,900 | $234,499 | $1,382,502 | IRS |
| 990 | December 2020 | $537,500 | $21,705 | $515,795 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-2051176).
Questions about POTLIKKER CAPITAL
- What is the EIN of POTLIKKER CAPITAL?
- The employer identification number (EIN) of POTLIKKER CAPITAL is 85-2051176.
- Is POTLIKKER CAPITAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to POTLIKKER CAPITAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does POTLIKKER CAPITAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of POTLIKKER CAPITAL due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POTLIKKER CAPITAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of POTLIKKER CAPITAL?
- The 990 for the year ended December 31, 2024 names MARK WATSON.
- Who are the officers and directors of POTLIKKER CAPITAL?
- The 990 for the year ended December 31, 2024 lists 10 people; 5 received compensation from the organization, the highest $200,905 (MARK WATSON, PRESIDENT/ C).
- How much revenue does POTLIKKER CAPITAL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,805,017, expenses of $3,163,663 and total assets of $15,098,113 at year end.
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All nonprofits in SAN LEANDRO · California · Community improvement and capacity building