Civic Intelligence

Portenier Foundation

990PF • Fiscal year 2021 • EIN 26-1259260

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 12, 2023

Organization Profile
19700 N 76th St Apt 1052Scottsdale, AZ 85255

(623) 810-2833

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

89th percentile

60%

Higher net margin than 89% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

$569,312

No earlier filing loaded for comparison.

Net Assets

$569,312

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin89th percentile

Revenue

$38,082

No earlier filing loaded for comparison.

Expenses

$15,377

No earlier filing loaded for comparison.

Net Income

$22,705

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2021: $569,312Liabilities 2021: $0Net Assets 2021: $569,3122021Assets 2023: $566,888Liabilities 2023: $0Net Assets 2023: $566,8882023Assets 2024: $570,637Liabilities 2024: $0Net Assets 2024: $570,6372024

Highlighted filing

2021

Assets$569,312
Liabilities$0
Net Assets$569,312
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2021: $38,082Expenses 2021: $15,377Net Income 2021: $22,7052021Revenue 2023: $37,203Expenses 2023: $47,246Net Income 2023: -$10,0432023Revenue 2024: $56,150Expenses 2024: $52,401Net Income 2024: $3,7492024

Highlighted filing

2021

Revenue$38,082
Expenses$15,377
Net Income$22,705
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 12, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel R PortenierPresidentPT$0--
Aaron PortenierTreasurerPT$0--
Marc RadinSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Portenier Foundation
EIN
26-1259260
Phone
6238102833
Address
19700 N 76TH ST APT 1052, SCOTTSDALE, AZ 85255

Signing Officer

Name
Daniel Portenier
Title
President
Phone
6238102833
Signed
2023-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Ralph Hardwick CPA PC
Address
10725 N 127th Way, Scottsdale, AZ 85259
Preparer
Ralph Hardwick
Phone
4809468000
Raw XML Appendix263 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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TaxesSchedule/TaxesDetail/CategoryTxt02020 Tax
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Portenier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06238102833
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTENIER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0261259260
ReturnHeader/Filer/PhoneNum06238102833
ReturnHeader/Filer/USAddress/AddressLine1Txt019700 N 76TH ST APT 1052
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085255
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383824849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ralph Hardwick CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010725 N 127th Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085259
ReturnHeader/PreparerPersonGrp/PhoneNum04809468000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ralph Hardwick
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-01-17T11:45:38-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Daniel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Portenier
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$569,312
Liabilities
$0
Net assets
$569,312
Revenue
$38,082
Expenses
$15,377
Net income
$22,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.56$0.52$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.37$0.47$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.38$0.15$0.23