Civic Intelligence

Portfolios with Purpose Inc

EIN 30-0721627 • 501(c)3 • New York, NY

Profile

To promote giving by members of the investment community, to encourage individuals to contribute to charity who otherwise might not do so, to provide opportunities for people to learn about charities supported by their peers, acquaintances, and role models, and to offer and provide access to mentoring in the ways of philanthropy.

250 West 55th Street 37 FLNew York, NY 10019

www.portfolioswithpurpose.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

2.62x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

2.24x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-134%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-44%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

16th percentile

-51%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$11,968

Down $18,803 (-61%) from 2023

Liabilities

Flat

$31,350

Flat from 2023

Net Assets

Down

-$19,382

Down $18,803 (-3247%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin8th percentile

Revenue

Down

$14,001

Down $6,668 (-32%) from 2023

Expenses

Up

$32,804

Up $4,912 (+18%) from 2023

Net Income

Down

-$18,803

Down $11,580 (-160%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2012: $196,074Liabilities 2012: $10,113Net Assets 2012: $185,9612012Assets 2014: $499,109Liabilities 2014: $1,385Net Assets 2014: $497,7242014Assets 2015: $347,990Liabilities 2015: $2,698Net Assets 2015: $345,2922015Assets 2016: $466,589Liabilities 2016: $1,991Net Assets 2016: $464,5982016Assets 2017: $301,782Liabilities 2017: $1,991Net Assets 2017: $299,7912017Assets 2018: $299,795Liabilities 2018: $1,991Net Assets 2018: $297,8042018Assets 2019: $69,437Liabilities 2019: $0Net Assets 2019: $69,4372019Assets 2020: $88,430Liabilities 2020: $0Net Assets 2020: $88,4302020Assets 2021: $30,410Liabilities 2021: $26,600Net Assets 2021: $3,8102021Assets 2022: $37,994Liabilities 2022: $31,350Net Assets 2022: $6,6442022Assets 2023: $30,771Liabilities 2023: $31,350Net Assets 2023: -$5792023Assets 2024: $11,968Liabilities 2024: $31,350Net Assets 2024: -$19,3822024

Highlighted filing

2024

Assets$11,968
Liabilities$31,350
Net Assets-$19,382
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2012: $42,4092012Revenue 2014: $498,163Expenses 2014: $363,722Net Income 2014: $134,4412014Revenue 2015: $335,312Expenses 2015: $487,744Net Income 2015: -$152,4322015Revenue 2016: $560,595Expenses 2016: $441,289Net Income 2016: $119,3062016Revenue 2017: $368,383Expenses 2017: $533,190Net Income 2017: -$164,8072017Revenue 2018: $410,645Expenses 2018: $412,632Net Income 2018: -$1,9872018Revenue 2019: $114,170Expenses 2019: $342,537Net Income 2019: -$228,3672019Revenue 2020: $188,210Expenses 2020: $169,218Net Income 2020: $18,9922020Revenue 2021: $192,335Expenses 2021: $276,956Net Income 2021: -$84,6212021Revenue 2022: $57,419Expenses 2022: $54,584Net Income 2022: $2,8352022Revenue 2023: $20,669Expenses 2023: $27,892Net Income 2023: -$7,2232023Revenue 2024: $14,001Expenses 2024: $32,804Net Income 2024: -$18,8032024

Highlighted filing

2024

Revenue$14,001
Expenses$32,804
Net Income-$18,803
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,968
Liabilities
$31,350
Net assets
-$19,382
Revenue
$14,001
Expenses
$32,804
Net income
-$18,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.31$0.19$0.14$0.33$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.01$0.21$0.28$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.31$0.07$0.57$0.55$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.27$0.04$1.92$2.77$0.85
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.88$1.69$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.14$3.43$2.28
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.02$2.98$4.11$4.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.02$0.02$3.00$3.68$5.33$1.65
2016Detailed filing. Detailed filing data is available for this year.$4.67$0.02$4.65$5.61$4.41$1.19
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.03$3.45$3.35$4.88$1.52
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.01$4.98$4.98$3.64$1.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.10$1.86$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$14,001
Mission and Program Overview

Mission

To promote giving by members of the investment community, to encourage individuals to contribute to charity who otherwise might not do so, to provide opportunities for people to learn about charities supported by their peers, acquaintances, and role models, and to offer and provide access to mentoring in the ways of philanthropy.

Portfolios with purpose was established to promote giving by members of the investment community. Its purposes are to encourage individuals to contribute to charity who otherwise might not do so, to provide opportunities for people to learn about charities supported by their peers, acquantainces, and role models, and to offer and provide access to mentoring in the ways of philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,425$7,455▼ $4,970
Savings and Temporary Cash Investments$14,002$4,513▼ $9,489
Cash and Non-Interest-Bearing Accounts$4,344--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-579$-19,382▼ $18,803
Total Assets$30,771$11,968▼ $18,803
Liabilities
Accounts Payable and Accrued Expenses$31,350$31,350→ $0
Total Liabilities$31,350$31,350→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$-579$-19,382▼ $18,803
Total Liabilities and Net Assets / Fund Balance$30,771$11,968▼ $18,803

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,455$144,979$152,434
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Andrew WellingtonDirector
Nicholas PanettaDirector
Ryan BaileyDirector
Scott RosenDirector
Tim SelbyDirector
Brett WaikartExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$14,000
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$-18,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,000
Other Expenses$12,804
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,000--$20,000
Depreciation Depletion-$4,970-$4,970
Other Expenses-$25-$25
Total Functional Expenses$20,000$12,804$0$32,804
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)TO HELP WITH THE ORGANIZATION'S PROGRAM EXPENSES FOR THE UPCOMING FISCAL YEAR.$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is provided to the organization's governing body for review prior to being filed.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Portfolios With Purpose Inc
EIN
30-0721627
Phone
3012194191
Address
250 WEST 55TH STREET 37 FL, NEW YORK, NY 10019

Signing Officer

Name
Brett Waikart
Title
Executive Director
Phone
3012194191
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Waikart
Formed
2012
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Saville Cpas and Advisors LLC
Address
700 NORTH PEARL STREET SUITE 1900, DALLAS, TX 75201
Preparer
Jon-michael Ferris CPA
Phone
2149229727
Raw XML Appendix339 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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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP WITH THE ORGANIZATION'S PROGRAM EXPENSES FOR THE UPCOMING FISCAL YEAR.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST JUDE CHILDREN'S RESEARCH HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0620646012
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0262 DANNY THOMAS PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MEMPHIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd038105
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt030771
IRS990/TotalAssetsEOYAmt011968
IRS990/TotalAssetsGrp/BOYAmt030771
IRS990/TotalAssetsGrp/EOYAmt011968
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt014000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012804
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020000
IRS990/TotalFunctionalExpensesGrp/TotalAmt032804
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031350
IRS990/TotalLiabilitiesEOYAmt031350
IRS990/TotalLiabilitiesGrp/BOYAmt031350
IRS990/TotalLiabilitiesGrp/EOYAmt031350
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-579
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-19382
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014001
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030771
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011968
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 WEST 55TH STREET 37 FL
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010019
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.PORTFOLIOSWITHPURPOSE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRETT WAIKART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03012194191
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTFOLIOS WITH PURPOSE INC
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0300721627
ReturnHeader/Filer/PhoneNum03012194191
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 WEST 55TH STREET 37 FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900525804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVILLE CPAS AND ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 NORTH PEARL STREET SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum02149229727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON-MICHAEL FERRIS CPA
ReturnHeader/ReturnTs02025-11-14T15:14:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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