Civic Intelligence

The Principio Foundation

990PF • Fiscal year 2017 • EIN 47-5629663

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 31, 2018

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

7th percentile

-68%

Higher net margin than 7% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

30th percentile

-2.4%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$788,923

Down $19,122 (-2.4%) from 2016

Net Assets

Down

$788,923

Down $19,122 (-2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin7th percentile

Revenue

Down

$28,257

Down $286,976 (-91%) from 2016

Expenses

Up

$47,379

Up $32,743 (+224%) from 2016

Net Income

Down

-$19,122

Down $319,719 (-106%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2017

Assets$788,923
Liabilities$0
Net Assets$788,923
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$28,257
Expenses$47,379
Net Income-$19,122
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 31, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL GALLAGHERPresident-$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
2018-08-31
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 Appendix306 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAGUNA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAGUNA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6OCEANSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392651
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492651
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0939
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030061
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040777
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039838
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030061
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CA RRF-1 FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE ASSISTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012000
TaxesSchedule/TaxesDetail/Amt0187
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0187
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GALLAGHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495335535
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-31
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/AtSubmissionFilingDeviceId0B12B566FEBAB04ABE0F7270C4497382111A6CFDF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.82.200.101
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:05:15
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/PreparationDt02018-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MCGRATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T11:05:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$788,923
Liabilities
$0
Net assets
$788,923
Revenue
$28,257
Expenses
$47,379
Net income
-$19,122
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