Civic Intelligence

Portfolio Inc.

990EZ • Fiscal year 2014 • EIN 43-1526991

Jan 01, 2014 to Dec 31, 2014 • Filed on May 16, 2016

Organization ProfileN/A

View Organization Page

2029 East FairSaint Louis, MO 63107

(314) 385-7691

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

42nd percentile

0.1%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

0.7%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$4,354

Up $30 (+0.7%) from 2013

Net Assets

Up

$4,354

Up $30 (+0.7%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Down

$27,790

Down $6,385 (-19%) from 2013

Expenses

Down

$27,760

Down $3,639 (-12%) from 2013

Net Income

Down

$30

Down $2,746 (-99%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$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

2014

Assets$4,354
Liabilities-
Net Assets$4,354
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$27,790
Expenses$27,760
Net Income$30
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$29,185
Mission and Program Overview

Mission

Education & Awareness of African American Art

Program Services

DescriptionGrantsExpenses
ACHIEVING RECOVERY THROUGH CREATIVITY, BIG BROTHERS BIG SISTERS SECOND CHANCE, NEW PERSPECTIVE ART GROUP-$25,279
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WEBBPresident-$0--
RICHARD ADKINSVice President-$0--
IVAN C JAMESSecretary-$0--
MATTHEW DAVISTreasurer-$0--
ROBERT POWELLCEOFT$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
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Angela C Evans & Associates
Address
230 S BEMISTON AVE SUITE 660, SAINT LOUIS, MO 63105
Preparer
Angela C Evans
Phone
3142051220
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Parking 3796. Billboard 1211. Art sales 5614. Miscellaneous 150.”

Form 990EZ, Part I, Line 16

“Business expenses 5031. Art supplies 421. Bank service charges 874. Computer supplies 97. Framing telephone program fees taxes miscellaneous”

Form 990EZ, Part II, Line 24

“ACCOUNTS RECEIVABLE”

Form 990, Part IX, Line 24F

“BUSINESS EXPENSE”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT POWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum03145333323
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03514 Delmar
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0St Louis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04354
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012279
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04354
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt06135
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt029185
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04354
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04354
IRS990EZ/OccupancyRentUtltsAndMaintAmt014522
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt460.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD ADKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IVAN C JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06423
IRS990EZ/OtherRevenueTotalAmt010771
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education & Awareness of African American Art
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACHIEVING RECOVERY THROUGH CREATIVITY, BIG BROTHERS BIG SISTERS SECOND CHANCE, NEW PERSPECTIVE ART GROUP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025279
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06815
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01395
IRS990EZ/SpecialEventsNetIncomeLossAmt04740
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027760
IRS990EZ/TotalProgramServiceExpensesAmt025279
IRS990EZ/TotalRevenueAmt027790
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061822
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09959
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06094
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016053
IRS990ScheduleA/InvestmentIncomeCYPct00.13760
IRS990ScheduleA/InvestmentIncomePYPct00.16720
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.86240
IRS990ScheduleA/PublicSupportPY509Pct00.83280
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0100610
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013325
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027839
IRS990ScheduleA/Total509Grp/TotalAmt0100610
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0116663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARKING 3796. BILLBOARD 1211. ART SALES 5614. MISCELLANEOUS 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS EXPENSES 5031. ART SUPPLIES 421. BANK SERVICE CHARGES 874. COMPUTER SUPPLIES 97. FRAMING TELEPHONE PROGRAM FEES TAXES MISCELLANEOUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUSINESS EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03143857691
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANGELA C EVANS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 S BEMISTON AVE SUITE 660
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03142051220
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA C EVANS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-16T08:28:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,354
Liabilities
-
Net assets
$4,354
Revenue
$27,790
Expenses
$27,760
Net income
$30
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