Civic Intelligence

Michael E Porter Family Foundation

EIN 47-6693100 • Albany, NY

PO Box 10879Albany, NY 12201
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.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$15,729,562

Up $3,468,765 (+28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$15,729,562

Up $3,468,765 (+28%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin95th percentile

Revenue

Down

$4,165,325

Down $1,700,497 (-29%) from 2023

Expenses

Up

$696,560

Up $302,814 (+77%) from 2023

Net Income

Down

$3,468,765

Down $2,003,311 (-37%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$20M$15M$10M$5.0M$0Assets 2015: $1,718,850Liabilities 2015: $02015Assets 2017: $2,053,554Liabilities 2017: $0Net Assets 2017: $2,053,5542017Assets 2018: $4,054,868Liabilities 2018: $0Net Assets 2018: $4,054,8682018Assets 2019: $4,192,923Liabilities 2019: $0Net Assets 2019: $4,192,9232019Assets 2020: $3,849,080Liabilities 2020: $0Net Assets 2020: $3,849,0802020Assets 2021: $3,848,184Liabilities 2021: $0Net Assets 2021: $3,848,1842021Assets 2022: $6,788,721Liabilities 2022: $0Net Assets 2022: $6,788,7212022Assets 2023: $12,260,797Liabilities 2023: $0Net Assets 2023: $12,260,7972023Assets 2024: $15,729,562Liabilities 2024: $0Net Assets 2024: $15,729,5622024

Highlighted filing

2024

Assets$15,729,562
Liabilities$0
Net Assets$15,729,562
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $616,858Expenses 2015: $175,610Net Income 2015: $441,2482015Revenue 2017: $476,337Expenses 2017: $173,362Net Income 2017: $302,9752017Revenue 2018: $2,429,828Expenses 2018: $428,514Net Income 2018: $2,001,3142018Revenue 2019: $377,262Expenses 2019: $239,207Net Income 2019: $138,0552019Revenue 2020: -$193,186Expenses 2020: $150,657Net Income 2020: -$343,8432020Revenue 2021: $51,669Expenses 2021: $52,565Net Income 2021: -$8962021Revenue 2022: $3,115,618Expenses 2022: $175,081Net Income 2022: $2,940,5372022Revenue 2023: $5,865,822Expenses 2023: $393,746Net Income 2023: $5,472,0762023Revenue 2024: $4,165,325Expenses 2024: $696,560Net Income 2024: $3,468,7652024

Highlighted filing

2024

Revenue$4,165,325
Expenses$696,560
Net Income$3,468,765
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,729,562
Liabilities
$0
Net assets
$15,729,562
Revenue
$4,165,325
Expenses
$696,560
Net income
$3,468,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$4.17$0.70$3.47
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$5.87$0.39$5.47
2022Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$3.12$0.18$2.94
2021Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.05$0.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.19$0.15$0.34
2019Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.38$0.24$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$2.43$0.43$2.00
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.48$0.17$0.30
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.62$0.18$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sonia T SmythTrustee-$0--
Ilana Z PorterTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael E Porter Family Foundation
EIN
47-6693100
In Care Of
% INDEPENDENT FAMILY OFFICE L
Phone
5183011679
Address
PO Box 10879, Albany, NY 12201

Signing Officer

Name
Sonia T Smyth
Title
Trustee
Phone
6178510842
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Independent Family Office LLC
Address
677 Broadway 7th Floor, Albany, NY 12207
Preparer
Jayne M Miller
Phone
5184528050
Raw XML Appendix319 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/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0INDEPENDENT FAMILY OFFICE LLC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0399 BOYLSTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 191297
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210 GUEST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt06TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Roxbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202135
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0350760
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/AppliedToCurrentYearAmt0350760
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0807863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt031825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031825
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt031825
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0350760
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031825
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0425278
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL E PORTER TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 10879
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ALBANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012201
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02983578
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02983578
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc017,400 SHARES OF PTC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-01-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INV MGMT & TAX PREP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt043436
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt154064
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt057915
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt154064
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER PORTFOLIO INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UNREALIZED GAIN ON STOCK DONATIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc22023 OVERPAYMENT APPLIED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06941
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06941
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1128724
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt225087
TaxesSchedule/TaxesDetail/Amt0176980
TaxesSchedule/TaxesDetail/Amt14597
TaxesSchedule/TaxesDetail/Amt2535
TaxesSchedule/TaxesDetail/Amt325087
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt32023 OVERPAYMENT APPLIED
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04597
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SONIA T SMYTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178510842
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Michael E Porter Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0476693100
ReturnHeader/Filer/InCareOfNm0% INDEPENDENT FAMILY OFFICE L
ReturnHeader/Filer/PhoneNum05183011679
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 10879
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Independent Family Office LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0677 Broadway 7th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012207
ReturnHeader/PreparerPersonGrp/PhoneNum05184528050
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYNE M MILLER
ReturnHeader/ReturnTs02025-11-13T14:55:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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