Civic Intelligence

Portfolio Inc

EIN 43-1526991 • 501(c)3 • Saint Louis, MO

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Profile

Education & Awareness of African American Art

2029 East FairSaint Louis, MO 63107

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$11,370

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 37.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-94%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

162%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$337

Down $5,175 (-94%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$337

Down $5,175 (-94%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$30,001

Up $18,562 (+162%) from 2021

Expenses

Up

$35,176

Up $31,110 (+765%) from 2021

Net Income

Down

-$5,175

Down $12,548 (-170%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$400K$300K$200K$100K$0Assets 2009: $45,226Liabilities 2009: $02009Assets 2010: $25,140Liabilities 2010: $02010Assets 2011: $8,281Liabilities 2011: $02011Assets 2012: $5,148Liabilities 2012: $02012Assets 2013: $4,324Net Assets 2013: $4,3242013Assets 2014: $4,354Net Assets 2014: $4,3542014Assets 2015: $346,809Liabilities 2015: $0Net Assets 2015: $346,8092015Assets 2016: $302,861Liabilities 2016: $02016Assets 2017: $206,031Liabilities 2017: $02017Assets 2018: $83,376Net Assets 2018: $83,3762018Assets 2019: $41,456Liabilities 2019: $02019Assets 2020: $1,103Liabilities 2020: $02020Assets 2021: $5,512Net Assets 2021: $5,5122021Assets 2022: $337Net Assets 2022: $3372022

Highlighted filing

2022

Assets$337
Liabilities-
Net Assets$337
Open 2022 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2009: $130,951Expenses 2009: $120,558Net Income 2009: $10,3932009Revenue 2010: $33,933Expenses 2010: $54,019Net Income 2010: -$20,0862010Revenue 2011: $37,334Expenses 2011: $36,916Net Income 2011: $4182011Revenue 2012: $31,935Expenses 2012: $35,068Net Income 2012: -$3,1332012Revenue 2013: $34,175Expenses 2013: $31,399Net Income 2013: $2,7762013Revenue 2014: $27,790Expenses 2014: $27,760Net Income 2014: $302014Revenue 2015: $436,399Expenses 2015: $93,944Net Income 2015: $342,4552015Revenue 2016: $8,878Expenses 2016: $52,826Net Income 2016: -$43,9482016Revenue 2017: $30,465Expenses 2017: $130,112Net Income 2017: -$99,6472017Revenue 2018: $18,718Expenses 2018: $136,177Net Income 2018: -$117,4592018Revenue 2019: $19,096Expenses 2019: $61,016Net Income 2019: -$41,9202019Revenue 2020: $12,469Expenses 2020: $52,822Net Income 2020: -$40,3532020Revenue 2021: $11,439Expenses 2021: $4,066Net Income 2021: $7,3732021Revenue 2022: $30,001Expenses 2022: $35,176Net Income 2022: -$5,1752022

Highlighted filing

2022

Revenue$30,001
Expenses$35,176
Net Income-$5,175
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$337
Liabilities
-
Net assets
$337
Revenue
$30,001
Expenses
$35,176
Net income
-$5,175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.30$0.35$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.11$0.04$0.07
2020Summary only. Only limited summary data is available for this year.$0.01$0.00$0.12$0.53$0.40
2019Summary only. Only limited summary data is available for this year.$0.41$0.00$0.19$0.61$0.42
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.19$1.36$1.17
2017Summary only. Only limited summary data is available for this year.$2.06$0.00$0.30$1.30$1.00
2016Summary only. Only limited summary data is available for this year.$3.03$0.00$0.09$0.53$0.44
2015Summary only. Only limited summary data is available for this year.$3.47$0.00$3.47$4.36$0.94$3.42
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.28$0.28$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.34$0.31$0.03
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.32$0.35$0.03
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.37$0.37$0.00
2010Summary only. Only limited summary data is available for this year.$0.25$0.00$0.34$0.54$0.20
2009Summary only. Only limited summary data is available for this year.$0.45$0.00$1.31$1.21$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$30,001
Mission and Program Overview

Mission

Education & Awareness of African American Art

Program Services

DescriptionGrantsExpenses
Regional Arts Commision$0$6,750
Historic Shaw's Art Fair$0$700
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert PowellCEOFT$11,370-$11,370
Ivan C JamesPresident-$0--
Don CookDirector-$0--
Mathew DavisTreasure-$0--
Filing and Contact Details

Filer

Filer Name
Portfolio Inc
EIN
43-1526991
Phone
3143857691
Address
2029 East Fair, Saint Louis, MO 63107

Signing Officer

Name
Robert Powell
Title
Executive Director
Phone
3143857691
Signed
2023-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Angela C Evans & Associates
Address
2 Cityplace Dr Ste 200, Saint Louis, MO 63141
Preparer
Angela C Evans
Phone
3142051220
Supplemental Narrative

Additional Explanations

Pt VI, Line 15A

“The Board of Directors determines the compensation of the Executive Director.”

Pt VI, Line 15B

“The Executive Director approves all compensation for all other staff.”

Pt VI, Line 11B

“The Board members are provided a copy of Form 990 for review and comment. Once approved by board the Form 990 is signed by the Executive Director”

Pt VI, Line 19

“Documents are made available upon request.”

Pt VI, Line 12C

“Yes, Directors, Officers and key employees review and re-sign the confilct of interest policy annually and must disclose any conflicts of interest. If a conflict is noted, that baord member will be excused from discussion and not allowed to vote regarding that issue.”

Raw XML Appendix171 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Robert Powell
IRS990EZ/BooksInCareOfDetail/PhoneNum03142650432
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02029 East Fair Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0St Louis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05512
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0337
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0518
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5175
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020159
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt030001
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05512
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0337
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05512
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt360.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt311370
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ivan C James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Don Cook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mathew Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Powell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasure
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education & Awareness of African American Art
IRS990EZ/PrintingPublicationsPostageAmt02777
IRS990EZ/ProgramServiceRevenueAmt029467
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Historic Shaw's Art Fair
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Regional Arts Commision
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012240
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035176
IRS990EZ/TotalProgramServiceExpensesAmt07450
IRS990EZ/TotalRevenueAmt030001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt048094
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt095453
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015589
IRS990ScheduleA/Total509Grp/TotalAmt095453
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt095453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors determines the compensation of the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Director approves all compensation for all other staff.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board members are provided a copy of Form 990 for review and comment. Once approved by board the Form 990 is signed by the Executive Director
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Yes, Directors, Officers and key employees review and re-sign the confilct of interest policy annually and must disclose any conflicts of interest. If a conflict is noted, that baord member will be excused from discussion and not allowed to vote regarding that issue.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Powell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum03143857691
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Portfolio Inc
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0431526991
ReturnHeader/Filer/PhoneNum03143857691
ReturnHeader/Filer/USAddress/AddressLine1Txt02029 East Fair
ReturnHeader/Filer/USAddress/CityNm0Saint Louis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431471180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Angela C Evans & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 Cityplace Dr Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03142051220
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Angela C Evans
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-16T10:45:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Powell
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits