Civic Intelligence

Crescent Porter Hale Foundation

990PF • Fiscal year 2021 • EIN 94-6093385

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 26, 2022

Organization Profile
1660 Bush Street 300San Francisco, CA 94109

(415) 561-6540

Siviq Scores

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

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.16x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

87th percentile

56%

Higher net margin than 87% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

36th percentile

6.3%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

97%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$115,252,943

Up $6,825,413 (+6.3%) from 2020

Net Assets

Up

$113,269,582

Up $8,358,196 (+8.0%) from 2020

Liabilities

Down

$1,983,361

Down $1,532,783 (-44%) from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

Up

$12,205,245

Up $6,014,331 (+97%) from 2020

Expenses

Down

$5,332,997

Down $1,980,464 (-27%) from 2020

Net Income

Up

$6,872,248

Up $7,994,795 (+712%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$150M$100M$50M$0Assets 2011: $66,047,344Liabilities 2011: $183,5992011Assets 2012: $71,538,440Liabilities 2012: $222,7922012Assets 2013: $86,770,815Liabilities 2013: $412,0472013Assets 2014: $89,669,819Liabilities 2014: $712,6372014Assets 2015: $81,459,796Liabilities 2015: $654,7182015Assets 2019: $100,310,197Liabilities 2019: $3,705,4932019Assets 2020: $108,427,530Liabilities 2020: $3,516,144Net Assets 2020: $104,911,3862020Assets 2021: $115,252,943Liabilities 2021: $1,983,361Net Assets 2021: $113,269,5822021Assets 2022: $107,380,652Liabilities 2022: $3,681,598Net Assets 2022: $103,699,0542022Assets 2023: $117,606,386Liabilities 2023: $2,610,115Net Assets 2023: $114,996,2712023Assets 2024: $134,334,855Liabilities 2024: $4,861,576Net Assets 2024: $129,473,2792024

Highlighted filing

2021

Assets$115,252,943
Liabilities$1,983,361
Net Assets$113,269,582
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $13,637,329Expenses 2011: $2,862,579Net Income 2011: $10,774,7502011Revenue 2012: $8,905,099Expenses 2012: $3,453,196Net Income 2012: $5,451,9032012Revenue 2013: $19,491,342Expenses 2013: $4,448,222Net Income 2013: $15,043,1202013Revenue 2014: $10,272,204Expenses 2014: $5,819,100Net Income 2014: $4,453,1042014Revenue 2015: $6,877,553Expenses 2015: $5,401,705Net Income 2015: $1,475,8482015Revenue 2019: $20,390,879Expenses 2019: $8,995,499Net Income 2019: $11,395,3802019Revenue 2020: $6,190,914Expenses 2020: $7,313,461Net Income 2020: -$1,122,5472020Revenue 2021: $12,205,245Expenses 2021: $5,332,997Net Income 2021: $6,872,2482021Revenue 2022: $5,438,207Expenses 2022: $8,128,970Net Income 2022: -$2,690,7632022Revenue 2023: $7,964,709Expenses 2023: $6,388,910Net Income 2023: $1,575,7992023Revenue 2024: $19,932,372Expenses 2024: $12,091,902Net Income 2024: $7,840,4702024

Highlighted filing

2021

Revenue$12,205,245
Expenses$5,332,997
Net Income$6,872,248
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 26, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORAINE STUARTPresident-$0--
THOMAS J MELLON JRVice President-$0--
GREGORY P RYANTreasurer-$0--
MARY ROMOSecretary-$0--
REV GREGORY R BONFIGLIO SJDirector-$0--
ALEC LEEDirector-$0--
SR ESTELA MORALESDirector-$0--
KIRK SYMEDirector-$0--
ANNA NORBERGDirector-$0--
SUZAN BATESONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Crescent Porter Hale Foundation
EIN
94-6093385
Phone
4155616540
Address
1660 BUSH STREET 300, SAN FRANCISCO, CA 94109

Signing Officer

Name
Gregory P Ryan
Title
Treasurer
Phone
4155616540
Signed
2022-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY STREET SUITE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7WASTE CONNECTIONS INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ULTRAGENYX PHARMACEUTICAL INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18SMALLCAP WORLD FD INC CL F 3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SIGNATURE BANK NEW YORK NY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SHERWIN WILLIAMS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21SEMPRA ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22SEAGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23SAP SE SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ROCHE HOLDING LTD SP ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PEPSICO INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NOVO-NORDISK A S ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HUMANA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HORMEL FOODS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HONEYWELL INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HILTON WORLDWIDE HLDGS INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60HEICO CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GENERAL MLS INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66FIDELITY NATL INFORMATION SVCS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68EXELON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69EUROPACIFIC GROWTH FUND CL F3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70EQUINIX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71EQUIFAX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ELECTRONIC ARTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ELASTIC NV ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75EDWARDS LIFESCIENCES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77DISCOVER FINL SVCS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78DEERE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79DARDEN RESTAURANTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80DANAHER CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81CSX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82CROWN CASTLE INTL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83COSTCO WHSL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85CME GROUP INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86CHURCH & DWIGHT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CHUBB LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88CHIPOTLE MEXICAN GRILL INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90CENTERPOINT ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92CARRIER GLOBAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93CARLSBERG AS SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94CABLE ONE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96BRITISH AMERN TOB PLC SPONSORED ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98BIOHAVEN PHARMACEUTICAL HOLDING CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99BARRICK GOLD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100ASTRAZENECA PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101ASML HOLDING N V N Y REGISTRY SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103AON PLC SHS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ANTHEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105ANHEUSER-BUSCH INBEV SA NV SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ANALOG DEVICES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107AMETEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108AMERICAN TOWER CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109AMERICAN FDS INFL LINKED BD FD CL F 3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112ALLOGENE THERAPEUTICS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115AES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ADOBE INC COM
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,252,943
Liabilities
$1,983,361
Net assets
$113,269,582
Revenue
$12,205,245
Expenses
$5,332,997
Net income
$6,872,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$134$4.86$129$19.9$12.1$7.84
2023Detailed filing. Detailed filing data is available for this year.$118$2.61$115$7.96$6.39$1.58
2022Detailed filing. Detailed filing data is available for this year.$107$3.68$104$5.44$8.13$2.69
2021Detailed filing. Detailed filing data is available for this year.$115$1.98$113$12.2$5.33$6.87
2020Detailed filing. Detailed filing data is available for this year.$108$3.52$105$6.19$7.31$1.12
2019Summary only. Only limited summary data is available for this year.$100$3.71$20.4$9.00$11.4
2015Summary only. Only limited summary data is available for this year.$81.5$0.65$6.88$5.40$1.48
2014Summary only. Only limited summary data is available for this year.$89.7$0.71$10.3$5.82$4.45
2013Summary only. Only limited summary data is available for this year.$86.8$0.41$19.5$4.45$15.0
2012Summary only. Only limited summary data is available for this year.$71.5$0.22$8.91$3.45$5.45
2011Summary only. Only limited summary data is available for this year.$66.0$0.18$13.6$2.86$10.8