Civic Intelligence

Helen Porter Foundation C/O Boys Arnold Trust Company Trustee

990PF • Fiscal year 2020 • EIN 20-0095793

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
PO Drawer 5277Asheville, NC 28813

(800) 286-8038

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.00x

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

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$7,870

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 60.7% of source-year revenue.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

0.5%

Faster asset growth than 65% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-38%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$391,810

Up $2,031 (+0.5%) from 2019

Net Assets

Up

$391,810

Up $2,031 (+0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin62nd percentile

Revenue

Down

$12,971

Down $7,850 (-38%) from 2019

Expenses

Down

$11,303

Down $29,243 (-72%) from 2019

Net Income

Up

$1,668

Up $21,393 (+108%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2010: $472,369Liabilities 2010: $0Net Assets 2010: $472,3692010Assets 2011: $469,761Liabilities 2011: $0Net Assets 2011: $469,7612011Assets 2012: $444,506Liabilities 2012: $0Net Assets 2012: $444,5062012Assets 2013: $443,636Liabilities 2013: $0Net Assets 2013: $443,6362013Assets 2014: $424,525Liabilities 2014: $0Net Assets 2014: $424,5252014Assets 2015: $464,669Liabilities 2015: $0Net Assets 2015: $464,6692015Assets 2016: $451,007Liabilities 2016: $0Net Assets 2016: $451,0072016Assets 2017: $429,049Liabilities 2017: $0Net Assets 2017: $429,0492017Assets 2018: $408,825Liabilities 2018: $0Net Assets 2018: $408,8252018Assets 2019: $389,779Liabilities 2019: $0Net Assets 2019: $389,7792019Assets 2020: $391,810Liabilities 2020: $0Net Assets 2020: $391,8102020Assets 2021: $405,340Liabilities 2021: $0Net Assets 2021: $405,3402021Assets 2022: $363,965Liabilities 2022: $0Net Assets 2022: $363,9652022Assets 2023: $359,783Liabilities 2023: $0Net Assets 2023: $359,7832023Assets 2024: $406,651Liabilities 2024: $0Net Assets 2024: $406,6512024

Highlighted filing

2020

Assets$391,810
Liabilities$0
Net Assets$391,810
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

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

$100K$50K$0-$50KExpenses 2010: $36,8692010Expenses 2011: $36,6342011Expenses 2012: $39,9242012Revenue 2013: $37,217Expenses 2013: $39,069Net Income 2013: -$1,8522013Revenue 2014: $21,090Expenses 2014: $40,222Net Income 2014: -$19,1322014Revenue 2015: $74,755Expenses 2015: $33,173Net Income 2015: $41,5822015Revenue 2016: $18,139Expenses 2016: $33,447Net Income 2016: -$15,3082016Revenue 2017: $17,531Expenses 2017: $38,944Net Income 2017: -$21,4132017Revenue 2018: $20,834Expenses 2018: $40,446Net Income 2018: -$19,6122018Revenue 2019: $20,821Expenses 2019: $40,546Net Income 2019: -$19,7252019Revenue 2020: $12,971Expenses 2020: $11,303Net Income 2020: $1,6682020Revenue 2021: $82,503Expenses 2021: $71,925Net Income 2021: $10,5782021Revenue 2022: $12,948Expenses 2022: $55,091Net Income 2022: -$42,1432022Revenue 2023: $39,252Expenses 2023: $43,429Net Income 2023: -$4,1772023Revenue 2024: $98,208Expenses 2024: $51,340Net Income 2024: $46,8682024

Highlighted filing

2020

Revenue$12,971
Expenses$11,303
Net Income$1,668
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOYS ARNOLD TRUST COMPANYTrustee-$7,870-$7,870
ANDREW A STRAUSSAdvisor-$0--
JON L VANNICEAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
Helen Porter Foundation
EIN
20-0095793
Phone
8002868038
Address
PO DRAWER 5277, ASHEVILLE, NC 28813

Signing Officer

Name
Beverly Brock
Title
Trust Officer
Phone
8002868038
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHVILLE, NC 28806
Preparer
Angi West
Phone
8282542254
Raw XML Appendix292 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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01261
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01507
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02768
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02761
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02768
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026335
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHECK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0363
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0122
TaxesSchedule/TaxesDetail/Amt1128
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0122
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1128
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY BROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08002868038
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN PORTER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BOYS ARNOLD TRUST COMPANY TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0200095793
ReturnHeader/Filer/PhoneNum08002868038
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO DRAWER 5277
ReturnHeader/Filer/USAddress/CityNm0ASHEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028813
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGI WEST
ReturnHeader/ReturnTs02021-11-12T10:09:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BEVERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROCK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$391,810
Liabilities
$0
Net assets
$391,810
Revenue
$12,971
Expenses
$11,303
Net income
$1,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.98$0.51$0.47
2023Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.39$0.43$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.13$0.55$0.42
2021Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.83$0.72$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.13$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.21$0.41$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.21$0.40$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.18$0.39$0.21
2016Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.18$0.33$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.75$0.33$0.42
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.21$0.40$0.19
2013Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.37$0.39$0.02
2012Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.40
2011Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.37
2010Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.37