Civic Intelligence

Crescent Porter Hale Foundation

990PF • Fiscal year 2023 • EIN 94-6093385

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 31, 2024

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

26th percentile

0.02x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.33x

Higher debt load relative to revenue than 44% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

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.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

67th percentile

9.5%

Faster asset growth than 67% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

46%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Up

$117,606,386

Up $10,225,734 (+9.5%) from 2022

Net Assets

Up

$114,996,271

Up $11,297,217 (+11%) from 2022

Liabilities

Down

$2,610,115

Down $1,071,483 (-29%) from 2022

Revenue

Up

$7,964,709

Up $2,526,502 (+46%) from 2022

Expenses

Down

$6,388,910

Down $1,740,060 (-21%) from 2022

Net Income

Up

$1,575,799

Up $4,266,562 (+159%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$117,606,386
Liabilities$2,610,115
Net Assets$114,996,271

Operations Trend

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

2023

Revenue$7,964,709
Expenses$6,388,910
Net Income$1,575,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 31, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORAINE STUARTDirector-$0--
THOMAS J MELLON JRVice President-$0--
GREGORY P RYANPresident-$0--
MARY ROMOSecretary-$0--
ALEC LEEDirector-$0--
KIRK SYMETreasurer-$0--
ANNA NORBERGDirector-$0--
SUZAN BATESONDirector-$0--
REV GREGORY R BONFIGLIO SJDirector (Thru 9/21/23)-$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
President
Phone
4155616540
Signed
2024-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
2580 N 1ST STREET SUITE 460, SAN JOSE, CA 95131
Preparer
Maga E Kisriev
Phone
4157810793
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SEMPRA ENERGY COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMERICA CL F3
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