Civic Intelligence

Portulans Institute

EIN 84-3566840 • 501(c)3 • Washington, DC

Profile

To develop cross-community knowledge and dialogue on how people, technology and innovation contribute to sustainable and inclusive growth; to inform policy-makers, by producing independent, rigorous metrics and data-based research; to collaborate with private sector leaders in driving a business agenda that invests in people, technology, and innovation for a prosperous common future; to host and co-organize events and conferences on the above issues affecting human-centric sustainable economic prosperity.

1015 15th St NWWashington, DC 20005

portulansinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.19x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.09x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$289,326

Up $230,924 (+395%) from 2023

Liabilities

Up

$54,373

Up $16,358 (+43%) from 2023

Net Assets

Up

$234,953

Up $214,566 (+1052%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin84th percentile

Revenue

Up

$610,316

Up $388,124 (+175%) from 2023

Expenses

Up

$395,750

Up $16,220 (+4.3%) from 2023

Net Income

Up

$214,566

Up $371,904 (+236%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2019: $79,483Liabilities 2019: $8252019Assets 2020: $121,350Liabilities 2020: $1,295Net Assets 2020: $120,0552020Assets 2021: $103,875Liabilities 2021: $5,439Net Assets 2021: $98,4362021Assets 2022: $195,180Liabilities 2022: $17,455Net Assets 2022: $177,7252022Assets 2023: $58,402Liabilities 2023: $38,015Net Assets 2023: $20,3872023Assets 2024: $289,326Liabilities 2024: $54,373Net Assets 2024: $234,9532024

Highlighted filing

2024

Assets$289,326
Liabilities$54,373
Net Assets$234,953
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2019: $100,000Expenses 2019: $21,342Net Income 2019: $78,6582019Revenue 2020: $310,000Expenses 2020: $268,603Net Income 2020: $41,3972020Revenue 2021: $195,500Expenses 2021: $217,119Net Income 2021: -$21,6192021Revenue 2022: $386,978Expenses 2022: $307,689Net Income 2022: $79,2892022Revenue 2023: $222,192Expenses 2023: $379,530Net Income 2023: -$157,3382023Revenue 2024: $610,316Expenses 2024: $395,750Net Income 2024: $214,5662024

Highlighted filing

2024

Revenue$610,316
Expenses$395,750
Net Income$214,566
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$289,326
Liabilities
$54,373
Net assets
$234,953
Revenue
$610,316
Expenses
$395,750
Net income
$214,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.54$2.35$6.10$3.96$2.15
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.38$0.20$2.22$3.80$1.57
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.17$1.78$3.87$3.08$0.79
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.05$0.98$1.96$2.17$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$3.10$2.69$0.41
2019Summary only. Only limited summary data is available for this year.$0.79$0.01$1.00$0.21$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$610,316
Mission and Program Overview

Mission

To develop cross-community knowledge and dialogue on how people, technology and innovation contribute to sustainable and inclusive growth; to inform policy-makers, by producing independent, rigorous metrics and data-based research; to collaborate with private sector leaders in driving a business agenda that invests in people, technology, and innovation for a prosperous common future; to host and co-organize events and conferences on the above issues affecting human-centric sustainable economic prosperity.

Nonpartisan research and educational institute based in washington dc. To develop cross-community knowledge and dialogue on how people, technology and innovation contribute to sustainable and inclusive growth; to inform policy-makers, by producing independent, rigorous metrics and data-based research; to collaborate with private sector leaders in driving a business agenda that invests in people, technology, and innovation for a prosperous common future; to host and co-organize events and conferences on the above issues affecting human-centric sustainable economic prosperity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$0$153,985▲ $153,985
Cash and Non-Interest-Bearing Accounts$35,536$112,475▲ $76,939
Intangible Assets$22,866$22,866→ $0
Total Assets$58,402$289,326▲ $230,924
Liabilities
Accounts Payable and Accrued Expenses$38,015$54,373▲ $16,358
Total Liabilities$38,015$54,373▲ $16,358
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,387$234,953▲ $214,566
Total Net Assets Fund Balance$20,387$234,953▲ $214,566
Total Liabilities and Net Assets / Fund Balance$58,402$289,326▲ $230,924
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Rafael Escalona ReynosoCEO & SecretaryFT$105,815$105,815

Board Members and Trustees

NameTitle
Soumitra DuttaPresident & Treasurer
Gianna SagazioDirector
William DuttonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$610,316
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$385,316
Change in Net Assets
$214,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$263,750
Salaries, Compensation, and Employee Benefits$132,000
Total Fundraising Expense$26,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$175,820--$175,820
Current Officers, Directors, Trustees, and Key Employees$39,600$66,000$26,400$132,000
Travel$44,708--$44,708
Fees for Services Accounting-$10,529-$10,529
Information Technology$3,993$2,683-$6,676
Insurance-$6,576-$6,576
Other Expenses-$5,000-$5,000
Conferences and Meetings$4,500--$4,500
Occupancy-$3,963-$3,963
Fees for Services Legal-$2,946-$2,946
Office Expenses-$1,911-$1,911
Advertising-$644-$644
All Other Expenses-$477-$477
Total Functional Expenses$268,621$100,729$26,400$395,750
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The prepared form 990 is reviewed and approved by the members of the governing body before the return is filed with the irs.”

Form 990, Part VI, Section B, Line 15A

“The board of directors decides and agrees by majority vote to the compensation of the ceo on an annual basis and bases the decision on best practices and comparable data.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest statement, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Portulans Institute
EIN
84-3566840
Phone
6072620983
Address
1015 15TH ST NW, WASHINGTON, DC 20005

Signing Officer

Name
Rafael Escalona Reynoso
Title
CEO & Secretary
Phone
6072620983
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rafael Escalona Reynoso
Formed
2019
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Wegner Cpas Llp
Address
419 N LEE ST, ALEXANDRIA, VA 22314-2301
Preparer
Glenn Miller CPA
Phone
7035190990
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Site development: program service expenses 9,143. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,143. Consultants: program service expenses 160,460. Management and general expenses 0. Fundraising expenses 0. Total expenses 160,460. Professional fees: program service expenses 6,217. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,217.”

Raw XML Appendix344 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt038015
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt054373
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0NONPARTISAN RESEARCH AND EDUCATIONAL INSTITUTE BASED IN WASHINGTON DC. TO DEVELOP CROSS-COMMUNITY KNOWLEDGE AND DIALOGUE ON HOW PEOPLE, TECHNOLOGY AND INNOVATION CONTRIBUTE TO SUSTAINABLE AND INCLUSIVE GROWTH; TO INFORM POLICY-MAKERS, BY PRODUCING INDEPENDENT, RIGOROUS METRICS AND DATA-BASED RESEARCH; TO COLLABORATE WITH PRIVATE SECTOR LEADERS IN DRIVING A BUSINESS AGENDA THAT INVESTS IN PEOPLE, TECHNOLOGY, AND INNOVATION FOR A PROSPEROUS COMMON FUTURE; TO HOST AND CO-ORGANIZE EVENTS AND CONFERENCES ON THE ABOVE ISSUES AFFECTING HUMAN-CENTRIC SUSTAINABLE ECONOMIC PROSPERITY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0644
IRS990/AdvertisingGrp/TotalAmt0644
IRS990/AllOtherContributionsAmt0385316
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0477
IRS990/AllOtherExpensesGrp/TotalAmt0477
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/PersonNm0ALL IN ONE ACCOUNTING
IRS990/BooksInCareOfDetail/PhoneNum06512897660
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01751 YANKEE DOODLE ROAD STE 305
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAGAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055121
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt035536
IRS990/CashNonInterestBearingGrp/EOYAmt0112475
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt026400
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt066000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt039600
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0132000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04500
IRS990/ConferencesMeetingsGrp/TotalAmt04500
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0610316
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0263750
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0214566
IRS990/CYSalariesCompEmpBnftPaidAmt0132000
IRS990/CYTotalExpensesAmt0395750
IRS990/CYTotalFundraisingExpenseAmt026400
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0610316
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CORPORATE PARTNERS PROGRAM - PORTULANS INSTITUTE AIMS TO ENGAGE WITH PRIVATE SECTOR LEADERS TO FOCUS ON HUMAN-CENTRIC AND SUSTAINABLE GROWTH. THE PRIVATE SECTOR PLAYS A CRITICAL ROLE IN BUILDING OUR COMMON FUTURE AND IT IS CRUCIAL THAT CORPORATE LEADERS INVEST WISELY AND APPROPRIATELY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0107449
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010529
IRS990/FeesForServicesAccountingGrp/TotalAmt010529
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02946
IRS990/FeesForServicesLegalGrp/TotalAmt02946
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0175820
IRS990/FeesForServicesOtherGrp/TotalAmt0175820
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0SOUMITRA DUTTA
IRS990/Form990PartVIISectionAGrp/PersonNm1GIANNA SAGAZIO
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM DUTTON
IRS990/Form990PartVIISectionAGrp/PersonNm3RAFAEL ESCALONA REYNOSO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3105815
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO & SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt0225000
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0610316
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02683
IRS990/InformationTechnologyGrp/ProgramServicesAmt03993
IRS990/InformationTechnologyGrp/TotalAmt06676
IRS990/InsuranceGrp/ManagementAndGeneralAmt06576
IRS990/InsuranceGrp/TotalAmt06576
IRS990/IntangibleAssetsGrp/BOYAmt022866
IRS990/IntangibleAssetsGrp/EOYAmt022866
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO DEVELOP CROSS-COMMUNITY KNOWLEDGE AND DIALOGUE ON HOW PEOPLE, TECHNOLOGY AND INNOVATION CONTRIBUTE TO SUSTAINABLE AND INCLUSIVE GROWTH; TO INFORM POLICY-MAKERS, BY PRODUCING INDEPENDENT, RIGOROUS METRICS AND DATA-BASED RESEARCH; TO COLLABORATE WITH PRIVATE SECTOR LEADERS IN DRIVING A BUSINESS AGENDA THAT INVESTS IN PEOPLE, TECHNOLOGY, AND INNOVATION FOR A PROSPEROUS COMMON FUTURE; TO HOST AND CO-ORGANIZE EVENTS AND CONFERENCES ON THE ABOVE ISSUES AFFECTING HUMAN-CENTRIC SUSTAINABLE ECONOMIC PROSPERITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020387
IRS990/NetAssetsOrFundBalancesEOYAmt0234953
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt020387
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0234953
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03963
IRS990/OccupancyGrp/TotalAmt03963
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01911
IRS990/OfficeExpensesGrp/TotalAmt01911
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05000
IRS990/OtherExpensesGrp/TotalAmt05000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0153985
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RAFAEL ESCALONA REYNOSO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0RESEARCH - AT THE PORTULANS INSTITUTE, OUR RESEARCH PROJECTS PRIMARILY FOCUS ON CONDUCTING TECHNICAL ANALYSES GROUNDED IN DATA DERIVED FROM COMPREHENSIVE INSTRUMENTS SUCH AS THE NETWORK READINESS INDEX (NRI) AND THE GLOBAL INNOVATION INDEX (GII), AMONG OTHER COMPOSITE INDICATORS. THESE INITIATIVES ENABLE US TO METICULOUSLY EXAMINE THE INTERPLAY BETWEEN TECHNOLOGY, INNOVATION, AND HUMAN CAPITAL. LEVERAGING OUR SPECIALIZED EXPERTISE IN THESE DOMAINS, WE FORMULATE INSIGHTFUL POLICY ANALYSES AND CRAFT STRATEGIC RECOMMENDATIONS. OUR GOAL IS TO FOSTER INFORMED POLICYMAKING THAT CAN EFFECTIVELY CAPITALIZE ON THE OPPORTUNITIES PRESENTED BY TECHNOLOGICAL ADVANCEMENTS AND INNOVATION DYNAMICS. THESE EFFORTS ARE INSTRUMENTAL IN GUIDING STAKEHOLDERS AT VARIOUS LEVELS TO ACHIEVE ENHANCED ECONOMIC AND SOCIAL OUTCOMES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0107449
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0ACADEMIC NETWORK - PORTULANS INSTITUTE CONVENES LEADING ACADEMICS FROM GLOBAL UNIVERSITIES FOR ADVANCING RESEARCH IN ISSUES OF INTEREST IN THE DOMAINS OF HUMAN CAPITAL, TECHNOLOGY STRATEGY, AND INNOVATION READINESS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt026862
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0AFFILIATE NETWORK - PORTULANS INSTITUTE'S AFFILIATE PARTNERS NETWORK BRINGS TOGETHER GOVERNMENTAL, NON-GOVERNMENTAL ENTITIES AND CORPORATIONS TO FOSTER DIALOGUE AND ENCOURAGE ACTION ON KEY THEMES RELATED TO INNOVATION, TECHNOLOGY AND TALENT. THE FOCUS IS ON INCREASING THE COMPETITIVENESS AND FUTURE READINESS OF NATIONS, REGIONS, CITIES, AND CORPORATIONS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1SENIOR FELLOWS AND COMMUNITIES OF PRACTICE - COPS BRING TOGETHER EXPERTS FROM BOTH THE PUBLIC AND PRIVATE SECTORS, WHO ARE INVOLVED IN POLICY-MAKING, RESEARCH, OR DEVELOPMENT OF MARKET SOLUTIONS. EACH COP IS LED BY A SENIOR FELLOW. COPS DEVELOP CROSS-COMMUNITY KNOWLEDGE AND DIALOGUE ON HOW PEOPLE, TECHNOLOGY, AND INNOVATION CONTRIBUTE TO SUSTAINABLE AND INCLUSIVE GROWTH. EACH COP INDEPENDENTLY SETS ITS OWN STRATEGY TO ACHIEVE ITS AGREED OBJECTIVES. THE COPS' OUTPUTS MAY INCLUDE PUBLICATIONS, ROADMAPS OR SETS OF BEST PRACTICES, FOR EXAMPLE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2FELLOWS PROGRAM - PORTULANS INSTITUTE OFFERS OPPORTUNITIES FOR PH.D. STUDENTS AND YOUNG PROFESSIONALS TO WORK ON NOVEL RESEARCH RELATED TO HUMAN CAPITAL, TECHNOLOGY, AND INNOVATION POLICIES. WE ENCOURAGE APPLICATIONS FROM SCHOLARS, PRACTITIONERS, INNOVATORS, ENGINEERS, ARTISTS, AND OTHERS COMMITTED TO UNDERSTANDING AND ADVANCING THE INCLUSIVE AND SUSTAINABLE DEVELOPMENT OF NATIONS AND SOCIETIES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt013431
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt18059
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt25371
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt20
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0218192
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0257530
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04000
IRS990/PYRevenuesLessExpensesAmt0-157338
IRS990/PYSalariesCompEmpBnftPaidAmt0122000
IRS990/PYTotalExpensesAmt0379530
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0222192
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0214566
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0PORTULANS INSTITUTE ACTIVELY MAINTAINS A CONTINUOUS AND BONA FIDE SOLICITATION PROGRAM FOR SUPPORT FROM A BROAD PUBLIC BASE. CURRENTLY, THIS INCLUDES TARGETED OUTREACH TO THE GENERAL PUBLIC, GOVERNMENTAL UNITS (AT FEDERAL, STATE, AND LOCAL LEVELS), AND OTHER PUBLIC CHARITIES THROUGH TAILORED APPEALS, GRANT APPLICATIONS, PARTNERSHIP PROPOSALS, AND PARTICIPATION IN FOCUSED FUNDRAISING CAMPAIGNS. AS RESOURCES ALLOW, WE PLAN TO BROADEN THIS PROGRAM TO INCLUDE PUBLIC FUNDRAISING EVENTSSUCH AS COMMUNITY FORUMS, WEBINARS, AND OUTREACH DRIVESTO EXPAND OUR DONOR BASE AND ENHANCE PUBLIC ENGAGEMENT. THE INSTITUTE IS GOVERNED BY A BOARD REPRESENTING BROAD PUBLIC INTERESTS, WITH MEMBERS FROM ACADEMIA, PUBLIC POLICY, AND CIVIL SOCIETY. OUR PROGRAMSRESEARCH PUBLICATIONS, POLICY BRIEFINGS, AND CAPACITY-BUILDING WORKSHOPSARE OFFERED CONTINUOUSLY FOR THE GENERAL PUBLIC'S BENEFIT. SUPPORT COMES FROM INDIVIDUALS, GOVERNMENTAL UNITS, AND OTHER PUBLIC CHARITIES, REFLECTING A BROAD PUBLIC FUNDING BASE CONSISTENT WITH PUBLIC CHARITY REQUIREMENTS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0610316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0218192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0385000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0195500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0310000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01719008
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05978
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.28000
IRS990ScheduleA/PublicSupportTotal170Amt0481348
IRS990ScheduleA/SubstantialContributorsTotAmt01237660
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0610316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0218192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0385000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0195500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0310000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01719008
IRS990ScheduleA/TotalSupportAmt01719008
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS DECIDES AND AGREES BY MAJORITY VOTE TO THE COMPENSATION OF THE CEO ON AN ANNUAL BASIS AND BASES THE DECISION ON BEST PRACTICES AND COMPARABLE DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SITE DEVELOPMENT: PROGRAM SERVICE EXPENSES 9,143. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,143. CONSULTANTS: PROGRAM SERVICE EXPENSES 160,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,460. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,217. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,217.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt058402
IRS990/TotalAssetsEOYAmt0289326
IRS990/TotalAssetsGrp/BOYAmt058402
IRS990/TotalAssetsGrp/EOYAmt0289326
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0610316
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026400
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0100729
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0268621
IRS990/TotalFunctionalExpensesGrp/TotalAmt0395750
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038015
IRS990/TotalLiabilitiesEOYAmt054373
IRS990/TotalLiabilitiesGrp/BOYAmt038015
IRS990/TotalLiabilitiesGrp/EOYAmt054373
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020387
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0234953
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt026861
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0268621
IRS990/TotalReportableCompFromOrgAmt0105815
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0610316
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058402
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0289326
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt044708
IRS990/TravelGrp/TotalAmt044708
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01015 15TH ST NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020005
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0PORTULANSINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAFAEL ESCALONA REYNOSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO & SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06072620983
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTULANS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0843566840
ReturnHeader/Filer/PhoneNum06072620983
ReturnHeader/Filer/USAddress/AddressLine1Txt01015 15TH ST NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0419 N LEE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0223142301
ReturnHeader/PreparerPersonGrp/PhoneNum07035190990
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN MILLER CPA
ReturnHeader/ReturnTs02025-08-18T12:15:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.