Civic Intelligence

The Principio Foundation

990PF • Fiscal year 2020 • EIN 47-5629663

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

4th percentile

-242%

Higher net margin than 4% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

20th percentile

-4.9%

Faster asset growth than 20% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-30%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$651,790

Down $33,746 (-4.9%) from 2019

Net Assets

Down

$651,790

Down $33,746 (-4.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin4th percentile

Revenue

Down

$13,948

Down $5,883 (-30%) from 2019

Expenses

Down

$47,694

Down $25,914 (-35%) from 2019

Net Income

Up

-$33,746

Up $20,031 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2020

Assets$651,790
Liabilities$0
Net Assets$651,790
Open 2020 Filing

Operations Trend

Revenue Growth22nd 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

2020

Revenue$13,948
Expenses$47,694
Net Income-$33,746
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.0
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
2021-05-06

Preparer

Firm
Financial Advocates Inc
Address
120 W 5TH ST 220, SANTA ANA, CA 92701
Preparer
Michael Mcgrath
Phone
7142410212
Raw XML Appendix268 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03306
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03306
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE ASSISTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01200
TaxesSchedule/TaxesDetail/Amt0218
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt222
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FTB
TaxesSchedule/TaxesDetail/CategoryTxt2IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0218
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GALLAGHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495335535
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
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/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/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MCGRATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-13T12:27:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PUAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GALLAGHER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$651,790
Liabilities
$0
Net assets
$651,790
Revenue
$13,948
Expenses
$47,694
Net income
-$33,746
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