Civic Intelligence

Mary H Porter Charitable Tr FBO St

EIN 46-6268263 • 501(c)3 • New Orleans, LA

Profile

The purpose of the mary h porter charitable trust is to support the st vincent de paul catholic school.

701 Poydras Street Ste 3100New Orleans, LA 70139-7727

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$38,200

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

71%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,719,544

Down $14,278 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,719,544

Down $14,278 (-0.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin22nd percentile

Revenue

Up

$152,596

Up $63,251 (+71%) from 2023

Expenses

Down

$168,431

Down $7,070 (-4.0%) from 2023

Net Income

Up

-$15,835

Up $70,321 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $2,842,628Liabilities 2014: $0Net Assets 2014: $2,842,6282014Assets 2015: $2,751,478Liabilities 2015: $0Net Assets 2015: $2,751,4782015Assets 2016: $2,731,022Liabilities 2016: $0Net Assets 2016: $2,731,0222016Assets 2017: $2,716,213Liabilities 2017: $0Net Assets 2017: $2,716,2132017Assets 2018: $2,756,310Liabilities 2018: $0Net Assets 2018: $2,756,3102018Assets 2019: $2,778,029Liabilities 2019: $0Net Assets 2019: $2,778,0292019Assets 2020: $2,895,611Liabilities 2020: $0Net Assets 2020: $2,895,6112020Assets 2021: $3,033,081Liabilities 2021: $0Net Assets 2021: $3,033,0812021Assets 2022: $2,820,527Liabilities 2022: $0Net Assets 2022: $2,820,5272022Assets 2023: $2,733,822Liabilities 2023: $0Net Assets 2023: $2,733,8222023Assets 2024: $2,719,544Liabilities 2024: $0Net Assets 2024: $2,719,5442024

Highlighted filing

2024

Assets$2,719,544
Liabilities$0
Net Assets$2,719,544
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$400K$200K$0-$200K-$400KRevenue 2014: $216,188Expenses 2014: $158,490Net Income 2014: $57,6982014Revenue 2015: $67,122Expenses 2015: $159,875Net Income 2015: -$92,7532015Revenue 2016: $140,578Expenses 2016: $160,376Net Income 2016: -$19,7982016Revenue 2017: $144,761Expenses 2017: $159,485Net Income 2017: -$14,7242017Revenue 2018: $201,480Expenses 2018: $160,948Net Income 2018: $40,5322018Revenue 2019: $179,126Expenses 2019: $158,085Net Income 2019: $21,0412019Revenue 2020: $276,854Expenses 2020: $161,215Net Income 2020: $115,6392020Revenue 2021: $306,004Expenses 2021: $168,857Net Income 2021: $137,1472021Revenue 2022: -$32,539Expenses 2022: $179,332Net Income 2022: -$211,8712022Revenue 2023: $89,345Expenses 2023: $175,501Net Income 2023: -$86,1562023Revenue 2024: $152,596Expenses 2024: $168,431Net Income 2024: -$15,8352024

Highlighted filing

2024

Revenue$152,596
Expenses$168,431
Net Income-$15,835
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,719,544
Liabilities
$0
Net assets
$2,719,544
Revenue
$152,596
Expenses
$168,431
Net income
-$15,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.15$0.17$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.09$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.03$0.18$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.31$0.17$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.28$0.16$0.12
2019Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$0.18$0.16$0.02
2018Summary only. Only limited summary data is available for this year.$2.76$0.00$2.76$0.20$0.16$0.04
2017Summary only. Only limited summary data is available for this year.$2.72$0.00$2.72$0.14$0.16$0.01
2016Summary only. Only limited summary data is available for this year.$2.73$0.00$2.73$0.14$0.16$0.02
2015Summary only. Only limited summary data is available for this year.$2.75$0.00$2.75$0.07$0.16$0.09
2014Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.22$0.16$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$982,287
Mission and Program Overview

Mission

The purpose of the mary h porter charitable trust is to support the st vincent de paul catholic school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,733,821$2,719,544▼ $14,277
Investments in Publicly Traded Securities$2,613,090$2,648,706▲ $35,616
Savings and Temporary Cash Investments$120,732$70,838▼ $49,894
Rtn Earn Endowment Incm Other Fnds$1--
Total Assets$2,733,822$2,719,544▼ $14,278
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,733,822$2,719,544▼ $14,278
Total Liabilities and Net Assets / Fund Balance$2,733,822$2,719,544▼ $14,278
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleBaseTotal
Hancock Whitney BankTrustee$38,200$38,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$152,596
Other Revenue
$0
Change in Net Assets
$-15,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$124,986
Salaries, Compensation, and Employee Benefits$38,200
Other Expenses$5,245
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$124,986--$124,986
Current Officers, Directors, Trustees, and Key Employees-$38,200-$38,200
Fees for Service Investment Mgmnt Fees-$3,462-$3,462
Fees for Services Accounting-$1,000-$1,000
All Other Expenses-$783-$783
Total Functional Expenses$124,986$43,445$0$168,431
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Vincent De Paul SchoolLon Beach, MS-Unrestricted Support of School$124,986
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“Hancock whitney bank as trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Hancock whitney bank as trustee and as governing body adheres to the trust document to fulfill the purpose of the trust. Discussions / actions with st vincent de paul catholic school are documented.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“There are no other committees with authority to act on behalf of hancock whitney bank, the trustee and governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Hancock whitney bank as trustee and as governing body prepares and reviews form 990 annually.”

Form 990, Page 6, Part VI, Line 19

“Upon request hancock whitney bank will make its governing documents, conflict of interest policy and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Mary H Porter Charitable Tr Fbo St
EIN
46-6268263
Phone
5045867421
Address
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-7727

Signing Officer

Name
Hancock Whitney Bank Trustee
Title
VP Trust Office
Phone
5045867421
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
La
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer
Lyle J Mohler
Phone
8662974127
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Roc adjustment $757, income timing difference $648, basis adjustments ($77), and accrued interest $229”

Raw XML Appendix360 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2QUESTION 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03014308
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02911583
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt063675
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0113881
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02950633
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02797702
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt045215
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt043674
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02969093
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02867909
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0103918
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0100377
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03014308
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02911583
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0103918
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0100377
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0205780801
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0124986
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST VINCENT DE PAUL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0124986
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0124986
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED SUPPORT OF SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST VINCENT DE PAUL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0205780801
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04321 ESPY AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LON BEACH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd039560
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL INCOME GENERATED IN THIS CHARITABLE TRUST IS TO BE DISTRIBUTED TO THE ST. VINCENT DE PAUL SCHOOL FOR THE UNRESTRICTED SUPPORT OF SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HANCOCK WHITNEY BANK AS TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HANCOCK WHITNEY BANK AS TRUSTEE AND AS GOVERNING BODY ADHERES TO THE TRUST DOCUMENT TO FULFILL THE PURPOSE OF THE TRUST. DISCUSSIONS / ACTIONS WITH ST VINCENT DE PAUL CATHOLIC SCHOOL ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF HANCOCK WHITNEY BANK, THE TRUSTEE AND GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HANCOCK WHITNEY BANK AS TRUSTEE AND AS GOVERNING BODY PREPARES AND REVIEWS FORM 990 ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST HANCOCK WHITNEY BANK WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROC ADJUSTMENT $757, INCOME TIMING DIFFERENCE $648, BASIS ADJUSTMENTS ($77), AND ACCRUED INTEREST $229
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02733822
IRS990/TotalAssetsEOYAmt02719544
IRS990/TotalAssetsGrp/BOYAmt02733822
IRS990/TotalAssetsGrp/EOYAmt02719544
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043445
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124986
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168431
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02733822
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02719544
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0124986
IRS990/TotalReportableCompFromOrgAmt038200
IRS990/TotalRevenueGrp/ExclusionAmt071902
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152596
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02733822
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02719544
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 POYDRAS ST STE 3100
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0701397727
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANCOCK WHITNEY BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TRUST OFFICE
ReturnHeader/BusinessOfficerGrp/PhoneNum05045867421
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY H PORTER CHARITABLE TR FBO ST
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0466268263
ReturnHeader/Filer/PhoneNum05045867421
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 POYDRAS STREET STE 3100
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701397727
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029032485
ReturnHeader/PreparerPersonGrp/PhoneNum08662974127
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-12T08:01:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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