Civic Intelligence

Porter Foundation

990PF • Fiscal year 2022 • EIN 83-2837123

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 16, 2023

3216 Louise StEmeryville, CA 94608

(510) 292-0571

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

-0.5%

Faster asset growth than 48% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

27%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$132,326

Down $682 (-0.5%) from 2021

Net Assets

Down

$132,326

Down $682 (-0.5%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue

Up

$12,854

Up $2,736 (+27%) from 2021

Expenses

Up

$2,993

Up $1,228 (+70%) from 2021

Net Income

Up

$9,861

Up $1,508 (+18%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2019: $59,215Liabilities 2019: $1Net Assets 2019: $59,2152019Assets 2020: $98,201Liabilities 2020: $1Net Assets 2020: $98,2012020Assets 2021: $133,008Liabilities 2021: $1Net Assets 2021: $133,0082021Assets 2022: $132,326Liabilities 2022: $1Net Assets 2022: $132,3262022Assets 2023: $154,891Liabilities 2023: $1Net Assets 2023: $154,8912023Assets 2024: $470,016Liabilities 2024: $0Net Assets 2024: $470,0162024

Highlighted filing

2022

Assets$132,326
Liabilities$1
Net Assets$132,326

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2019: $73,111Expenses 2019: $4,011Net Income 2019: $69,1002019Revenue 2020: $48,354Expenses 2020: $2,986Net Income 2020: $45,3682020Revenue 2021: $10,118Expenses 2021: $1,765Net Income 2021: $8,3532021Revenue 2022: $12,854Expenses 2022: $2,993Net Income 2022: $9,8612022Revenue 2023: $13,285Expenses 2023: $4,677Net Income 2023: $8,6082023Revenue 2024: $319,325Expenses 2024: $4,290Net Income 2024: $315,0352024

Highlighted filing

2022

Revenue$12,854
Expenses$2,993
Net Income$9,861
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 16, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
F Kathryn PorterCEOPT$0--
Frank S PorterDirector-$0--
Sharan A PorterDirector-$0--
Serenity L ThompsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Porter Foundation
EIN
83-2837123
Address
3216 Louise St, Emeryville, CA 94608

Signing Officer

Name
Kathryn F Porter
Title
CEO
Phone
5106552319
Signed
2023-11-16
Discuss with paid preparer
No

Preparer

Firm
RG Davis & Company
Address
3650 Mt Diablo Blvd Suite 105, Lafayette, CA 94549
Preparer
Rex G Davis
Phone
9252990121
Raw XML Appendix237 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0F Kathryn Porter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Frank S Porter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sharan A Porter
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31430 32nd St 3
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1El Dorado Hills
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0F Kathryn Porter
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05102920571
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 OAK ST
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt010543
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER CHANGE IN VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Morgan Stanley Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0F Kathryn Porter
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03216 Louise Street
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Oakland
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094608
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathryn F Porter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05106552319
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-16
ReturnHeader/DisasterReliefTxt0California Storms CA-2023-01 Jan 102023
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Porter Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0832837123
ReturnHeader/Filer/USAddress/AddressLine1Txt03216 Louise St
ReturnHeader/Filer/USAddress/CityNm0Emeryville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943138300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RG Davis & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03650 Mt Diablo Blvd Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lafayette
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094549
ReturnHeader/PreparerPersonGrp/PhoneNum09252990121
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rex G Davis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-20T22:07:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kathryn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Porter
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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