Civic Intelligence

The Principio Foundation

990PF • Fiscal year 2019 • EIN 47-5629663

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-271%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

17th percentile

-7.2%

Faster asset growth than 17% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-25%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$685,536

Down $53,519 (-7.2%) from 2018

Net Assets

Down

$685,536

Down $53,519 (-7.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin2nd percentile

Revenue

Down

$19,831

Down $6,562 (-25%) from 2018

Expenses

Down

$73,608

Down $2,653 (-3.5%) from 2018

Net Income

Down

-$53,777

Down $3,909 (-7.8%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$685,536
Liabilities$0
Net Assets$685,536
Open 2019 Filing

Operations Trend

Revenue Growth15th 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

2019

Revenue$19,831
Expenses$73,608
Net Income-$53,777
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th 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
2020-07-15

Preparer

Firm
Financial Advocates Inc
Address
120 W 5TH ST 220, SANTA ANA, CA 92701
Preparer
Michael Mcgrath
Phone
7142410212
Raw XML Appendix294 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/TotalGrantOrContriPdDurYrAmt056682
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/AppliedToCurrentYearAmt035086
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018489
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03107
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03107
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056682
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03107
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03107
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018489
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CA RRF-1 FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03558
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03558
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0258
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX ADJ. ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013080
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE ASSISTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013080
TaxesSchedule/TaxesDetail/Amt0213
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0213
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GALLAGHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495335535
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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/AtSubmissionCreationDeviceId096DEC94B8E5CBAF611A6F0BA9EBEE2CDAE3FD051
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FF58D2C5FA93B3002F10A42B5A6918E0A53A5CB4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.82.200.101
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:44:42
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/PreparationDt02020-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MCGRATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-13T18:44:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$685,536
Liabilities
$0
Net assets
$685,536
Revenue
$19,831
Expenses
$73,608
Net income
-$53,777
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