Civic Intelligence

The Principio Foundation

990PF • Fiscal year 2016 • EIN 47-5629663

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 31, 2017

Organization Profile
925 Emerald BayLaguna Beach, CA 92651

(949) 533-5535

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

92nd percentile

59%

Faster asset growth than 92% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-38%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$808,045

Up $300,597 (+59%) from 2015

Net Assets

$808,045

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

Down

$315,233

Down $192,215 (-38%) from 2015

Expenses

Up

$14,636

Up $14,636 from 2015

Net Income

Down

$300,597

Down $206,851 (-41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$1.0M$500K$0Assets 2015: $507,448Liabilities 2015: $02015Assets 2016: $808,045Liabilities 2016: $0Net Assets 2016: $808,0452016Assets 2017: $788,923Liabilities 2017: $0Net Assets 2017: $788,9232017Assets 2018: $739,055Liabilities 2018: $0Net Assets 2018: $739,0552018Assets 2019: $685,536Liabilities 2019: $0Net Assets 2019: $685,5362019Assets 2020: $651,790Liabilities 2020: $0Net Assets 2020: $651,7902020Assets 2021: $657,074Liabilities 2021: $0Net Assets 2021: $657,0742021Assets 2022: $615,599Liabilities 2022: $0Net Assets 2022: $615,5992022Assets 2023: $580,992Liabilities 2023: $0Net Assets 2023: $580,9922023Assets 2024: $549,476Liabilities 2024: $0Net Assets 2024: $549,4762024

Highlighted filing

2016

Assets$808,045
Liabilities$0
Net Assets$808,045
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $507,448Expenses 2015: $0Net Income 2015: $507,4482015Revenue 2016: $315,233Expenses 2016: $14,636Net Income 2016: $300,5972016Revenue 2017: $28,257Expenses 2017: $47,379Net Income 2017: -$19,1222017Revenue 2018: $26,393Expenses 2018: $76,261Net Income 2018: -$49,8682018Revenue 2019: $19,831Expenses 2019: $73,608Net Income 2019: -$53,7772019Revenue 2020: $13,948Expenses 2020: $47,694Net Income 2020: -$33,7462020Revenue 2021: $98,953Expenses 2021: $93,768Net Income 2021: $5,1852021Revenue 2022: $33,886Expenses 2022: $75,361Net Income 2022: -$41,4752022Revenue 2023: $23,758Expenses 2023: $58,365Net Income 2023: -$34,6072023Revenue 2024: $30,674Expenses 2024: $61,927Net Income 2024: -$31,2532024

Highlighted filing

2016

Revenue$315,233
Expenses$14,636
Net Income$300,597
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL GALLAGHERPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Principio Foundation
EIN
47-5629663
Phone
9495335535
Address
925 EMERALD BAY, LAGUNA BEACH, CA 92651

Signing Officer

Name
Paul Gallagher
Title
President
Phone
9495335535
Signed
2017-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Financial Advocates Inc
Address
120 W 5TH ST 220, SANTA ANA, CA 92701
Preparer
Michael Mcgrath
Phone
7142410212
Raw XML Appendix217 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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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033322
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0805295
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0676580
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAGUNA BEACH
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05000
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAUL GALLAGHER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0925 EMERALD BAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAGUNA BEACH
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09495335535
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PAUL GALLAGHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LIVE FOR OTHERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04041 MACARTHUR BLVD 510
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03261
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01739
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030061
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01739
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PAUL GALLAGHER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0925 EMERALD BAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAGUNA BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092651
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0307198
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02025
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PAUL GALLAGHER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0925 EMERALD BAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LAGUNA BEACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092651
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GALLAGHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495335535
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PRINCIPIO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PRIN
ReturnHeader/Filer/EIN0475629663
ReturnHeader/Filer/PhoneNum09495335535
ReturnHeader/Filer/USAddress/AddressLine1Txt0925 EMERALD BAY
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E22C9737041F833485B0EB84116B0C4E4A0B63EA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E22C9737041F833485B0EB84116B0C4E4A0B63EA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475187513
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINANCIAL ADVOCATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 W 5TH ST 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092701
ReturnHeader/PreparerPersonGrp/PhoneNum07142410212
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MCGRATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-13T15:57:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$808,045
Liabilities
$0
Net assets
$808,045
Revenue
$315,233
Expenses
$14,636
Net income
$300,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.31$0.62$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.24$0.58$0.35
2022Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.34$0.75$0.41
2021Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.99$0.94$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.14$0.48$0.34
2019Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.20$0.74$0.54
2018Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.26$0.76$0.50
2017Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.28$0.47$0.19
2016Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$3.15$0.15$3.01
2015Summary only. Only limited summary data is available for this year.$5.07$0.00$5.07$0.00$5.07