Civic Intelligence

Helen Porter Foundation C/O Boys Arnold Trust Company Trustee

990PF • Fiscal year 2022 • EIN 20-0095793

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

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

73rd percentile

0.00x

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

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.00x

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

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Net Margin

18th percentile

-325%

Higher net margin than 18% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Top Officer Pay

99th percentile

$8,658

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 66.9% of source-year revenue.

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Asset Growth

36th percentile

-10%

Faster asset growth than 36% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-84%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$363,965

Down $41,375 (-10%) from 2021

Net Assets

Down

$363,965

Down $41,375 (-10%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin18th percentile

Revenue

Down

$12,948

Down $69,555 (-84%) from 2021

Expenses

Down

$55,091

Down $16,834 (-23%) from 2021

Net Income

Down

-$42,143

Down $52,721 (-498%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2022

Assets$363,965
Liabilities$0
Net Assets$363,965
Open 2022 Filing

Operations Trend

Revenue Growth14th 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

2022

Revenue$12,948
Expenses$55,091
Net Income-$42,143
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMG NATIONAL TRUST BANKTrustee-$8,658-$8,658
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
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Liz Britton
Phone
8282542254
Raw XML Appendix343 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION SUPPORTED THE PROGRAMMING OF FOUR CHURCHES AND FACILITIES IN WESTERN NORTH CAROLINA DURING 2022.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt041000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CENTER FOR SPITITUAL RESOURCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE MUSIC PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CAMP HENRY SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DEERFIELD CARES HELPS LOCAL NONPROFITS IN THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CATHEDRAL OF ALL SOULS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST GILES CHAPEL AT DEERFIELD EPISCOPAL RETIREMENT COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LAKE LOGAN EPISCOPAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DEERFIELD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09 SWAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11617 HENDERSONVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2154 SUNCREST MILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31617 HENDERSONVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CANTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328803
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033640
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0759
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010065
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010065
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044464
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010065
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010065
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0759
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0768
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0158
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0158
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt175
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY BROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08002868038
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN PORTER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O AMG NATIONAL TRUST 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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LIZ BRITTON
ReturnHeader/ReturnTs02023-11-09T14:02:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BEVERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROCK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,965
Liabilities
$0
Net assets
$363,965
Revenue
$12,948
Expenses
$55,091
Net income
-$42,143
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