Civic Intelligence

Thistle & Rose Foundation

990PF • Fiscal year 2023 • EIN 02-6175078

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 19, 2024

Organization Profile
1187 Coast Village Rd Ste 1-525Montecito, CA 93108

(805) 565-1848

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

6th percentile

-144%

Higher net margin than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

19th percentile

-5.6%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-7.5%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,789,415

Down $106,867 (-5.6%) from 2022

Net Assets

Down

$1,789,415

Down $106,867 (-5.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$74,135

Down $5,984 (-7.5%) from 2022

Expenses

Up

$181,002

Up $96,301 (+114%) from 2022

Net Income

Down

-$106,867

Down $102,285 (-2232%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,538,226Liabilities 2011: $02011Assets 2012: $1,517,695Liabilities 2012: $02012Assets 2013: $1,535,584Liabilities 2013: $02013Assets 2014: $1,428,492Liabilities 2014: $0Net Assets 2014: $1,428,4922014Assets 2015: $2,272,367Liabilities 2015: $0Net Assets 2015: $2,272,3672015Assets 2016: $2,151,958Liabilities 2016: $0Net Assets 2016: $2,151,9582016Assets 2017: $2,095,885Liabilities 2017: $0Net Assets 2017: $2,095,8852017Assets 2018: $2,011,270Liabilities 2018: $0Net Assets 2018: $2,011,2702018Assets 2019: $1,997,879Liabilities 2019: $0Net Assets 2019: $1,997,8792019Assets 2020: $1,939,767Liabilities 2020: $0Net Assets 2020: $1,939,7672020Assets 2021: $1,900,864Liabilities 2021: $0Net Assets 2021: $1,900,8642021Assets 2022: $1,896,282Liabilities 2022: $0Net Assets 2022: $1,896,2822022Assets 2023: $1,789,415Liabilities 2023: $0Net Assets 2023: $1,789,4152023Assets 2024: $1,711,375Liabilities 2024: $0Net Assets 2024: $1,711,3752024

Highlighted filing

2023

Assets$1,789,415
Liabilities$0
Net Assets$1,789,415
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $82,295Expenses 2011: $67,927Net Income 2011: $14,3682011Revenue 2012: $70,288Expenses 2012: $90,819Net Income 2012: -$20,5312012Revenue 2013: $146,379Expenses 2013: $128,490Net Income 2013: $17,8892013Revenue 2014: $77,877Expenses 2014: $184,969Net Income 2014: -$107,0922014Revenue 2015: $1,970,127Expenses 2015: $122,727Net Income 2015: $1,847,4002015Revenue 2016: $46,176Expenses 2016: $166,585Net Income 2016: -$120,4092016Revenue 2017: $86,991Expenses 2017: $143,064Net Income 2017: -$56,0732017Revenue 2018: $90,042Expenses 2018: $174,657Net Income 2018: -$84,6152018Revenue 2019: $132,531Expenses 2019: $145,922Net Income 2019: -$13,3912019Revenue 2020: $97,632Expenses 2020: $155,744Net Income 2020: -$58,1122020Revenue 2021: $100,822Expenses 2021: $139,725Net Income 2021: -$38,9032021Revenue 2022: $80,119Expenses 2022: $84,701Net Income 2022: -$4,5822022Revenue 2023: $74,135Expenses 2023: $181,002Net Income 2023: -$106,8672023Revenue 2024: $57,964Expenses 2024: $136,004Net Income 2024: -$78,0402024

Highlighted filing

2023

Revenue$74,135
Expenses$181,002
Net Income-$106,867
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 19, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER A HAUPTTrustee-$0--
GAIL H HAUPTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thistle & Rose Foundation
EIN
02-6175078
Phone
8055651848
Address
1187 COAST VILLAGE RD STE 1-525, MONTECITO, CA 93108

Signing Officer

Name
Roger a Haupt
Title
Trustee
Phone
8055651848
Signed
2024-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML AppendixShowing 400 of 427 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91569 SOLANO AVE 537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101500 KENNEDY RD
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098695
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04114
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt1588
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,789,415
Liabilities
$0
Net assets
$1,789,415
Revenue
$74,135
Expenses
$181,002
Net income
-$106,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.06$0.14$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.07$0.18$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.08$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.10$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.10$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.13$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.09$0.17$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.09$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.05$0.17$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$1.97$0.12$1.85
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.18$0.11
2013Summary only. Only limited summary data is available for this year.$1.54$0.00$0.15$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$0.07$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$1.54$0.00$0.08$0.07$0.01