Civic Intelligence

Linked Foundation

990PF • Fiscal year 2023 • EIN 20-3880761

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 07, 2024

Organization Profile

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3749 Santa Claus LaneCarpinteria, CA 93013-1109

(805) 880-1990

Siviq Scores

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Balance Sheet

Assets

Flat

$1,216,589

Flat from 2023

Net Assets

$1,215,563

No earlier filing loaded for comparison.

Liabilities

Flat

$1,026

Flat from 2023

Revenue And Expenses

Revenue

Flat

$1,323,840

Flat from 2023

Expenses

Flat

$1,979,377

Flat from 2023

Net Income

Flat

-$655,537

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,794,076Liabilities 2011: $9,4212011Assets 2012: $7,878,938Liabilities 2012: $52,1892012Assets 2013: $7,295,326Liabilities 2013: $6922013Assets 2014: $6,625,893Liabilities 2014: $1,4372014Assets 2015: $5,561,172Liabilities 2015: $6,314Net Assets 2015: $5,554,8582015Assets 2016: $4,628,023Liabilities 2016: $6,566Net Assets 2016: $4,621,4572016Assets 2017: $3,960,953Liabilities 2017: $124,258Net Assets 2017: $3,836,6952017Assets 2018: $2,570,189Liabilities 2018: $26,381Net Assets 2018: $2,543,8082018Assets 2019: $2,351,589Liabilities 2019: $46,915Net Assets 2019: $2,304,6742019Assets 2020: $2,156,947Liabilities 2020: $812020Assets 2021: $2,445,125Liabilities 2021: $4,967Net Assets 2021: $2,440,1582021Assets 2022: $1,871,577Liabilities 2022: $477Net Assets 2022: $1,871,1002022Assets 2023: $1,216,589Liabilities 2023: $1,026Net Assets 2023: $1,215,5632023Assets 2023: $1,216,589Liabilities 2023: $1,0262023Assets 2024: $1,080,259Liabilities 2024: $1,225Net Assets 2024: $1,079,0342024

Highlighted filing

2023

Assets$1,216,589
Liabilities$1,026
Net Assets$1,215,563
Open 2023 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $898,334Expenses 2011: $730,654Net Income 2011: $167,6802011Revenue 2012: $699,852Expenses 2012: $706,872Net Income 2012: -$7,0202012Revenue 2013: $239,930Expenses 2013: $772,045Net Income 2013: -$532,1152013Revenue 2014: $207,582Expenses 2014: $877,760Net Income 2014: -$670,1782014Revenue 2015: $116,520Expenses 2015: $1,186,118Net Income 2015: -$1,069,5982015Revenue 2016: $22,870Expenses 2016: $956,271Net Income 2016: -$933,4012016Revenue 2017: $37,451Expenses 2017: $822,213Net Income 2017: -$784,7622017Revenue 2018: $62,484Expenses 2018: $1,355,371Net Income 2018: -$1,292,8872018Revenue 2019: $1,287,596Expenses 2019: $1,501,730Net Income 2019: -$214,1342019Revenue 2020: $1,255,354Expenses 2020: $1,403,162Net Income 2020: -$147,8082020Revenue 2021: $1,702,026Expenses 2021: $1,418,734Net Income 2021: $283,2922021Revenue 2022: $584,044Expenses 2022: $1,209,211Net Income 2022: -$625,1672022Revenue 2023: $1,323,840Expenses 2023: $1,979,377Net Income 2023: -$655,5372023Revenue 2023: $1,323,840Expenses 2023: $1,979,377Net Income 2023: -$655,5372023Revenue 2024: $879,860Expenses 2024: $1,016,389Net Income 2024: -$136,5292024

Highlighted filing

2023

Revenue$1,323,840
Expenses$1,979,377
Net Income-$655,537
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 7, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY F SWANSON-ROBERTSExecutive DirectorFT$188,445$26,842$215,287
DOROTHY F LARGAYPresidentPT$0--
WAYNE E ROSINGSecretary-$0--
ANN HUTCHINSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Linked Foundation
EIN
20-3880761
Phone
8058801990
Address
3749 SANTA CLAUS LANE, Carpinteria, CA 93013-1109

Signing Officer

Name
Dorothy F Largay
Title
President
Phone
8058801990
Signed
2024-08-07
Discuss with paid preparer
Yes

Preparer

Firm
John P Talia CPA
Address
PO Box 388, Hamilton, MT 59840
Preparer
John P Talia CPA
Phone
4063634661
Raw XML AppendixShowing 400 of 729 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/CategoryTxt1PAYCHEX PAYROLL
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2CLASSIC PLANS USA RETIREMENT PLANS
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4HP COLOR PRINTER
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02023-06-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0$50,000 (5/5/23)-TO DEVELOP AND IMPLEMENT EVALUATION PLAN FOR EMPODERA CAPITAL FUND WHICH WILL PROVIDE UNDERSERVED WOMEN IN LATIN AMERICA WITH ACCESS TO HEALTHCARE. $15,000 (7/25/23)-BARAKA PROJECT GRANT TO FINALIZE IMPACT METRICS FOR THE EMPDERA IMPACT CAPITAL FUND WHICH WILL PROVIDE UNDERSERVED WOMEN IN LATIN AMERICA WITH ACCESS TO HEALTHCARE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0-EMPODERA IMPACT CAPITAL REPORT AVAILABLE FROM FOUNDATION
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ADVANCED TRADE GROWTH OFFSHORE FUND LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0250000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0260184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GLOBAL PARTNERSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3LEADERSHIP DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMMUNITYHEALTH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5A&L EDUCATIONOUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT FOR EARLYCHILDHOOD EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COMMUNITYHEALTHCARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FOOD FOR THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SUPPORT FORHAITIAN POVERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GLOBAL SOCIALVENTURE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11EMPOWER WOMENALLEVIATE POVERTYIN GUATEMALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13HAITIANEDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14EXPAND OPPORTUNITYFOR PEOPLE LIVINGIN POVERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GROUND GAME FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16INCREASE NONPARTISAN VOTERREGISTRATION OF MINORITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17REGIONAL SOLUTIONSTO CLIMATE CHNAGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19ECONOMIC EMPOWERMENTOF WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20DENTAL SERVICES FORCHILDREN IN POVERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21ENDOWMENTCONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22YOUNG PEOPLEEDUCATIONALCIVIC POWER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEW VENTURES CAPITAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,216,589
Liabilities
$1,026
Net assets
$1,215,563
Revenue
$1,323,840
Expenses
$1,979,377
Net income
-$655,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.88$1.02$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.32$1.98$0.66
2023Summary only. Only limited summary data is available for this year.$1.22$0.00$1.32$1.98$0.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.58$1.21$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.44$1.70$1.42$0.28
2020Summary only. Only limited summary data is available for this year.$2.16$0.00$1.26$1.40$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.05$2.30$1.29$1.50$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.03$2.54$0.06$1.36$1.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.12$3.84$0.04$0.82$0.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.01$4.62$0.02$0.96$0.93
2015Detailed filing. Detailed filing data is available for this year.$5.56$0.01$5.55$0.12$1.19$1.07
2014Summary only. Only limited summary data is available for this year.$6.63$0.00$0.21$0.88$0.67
2013Summary only. Only limited summary data is available for this year.$7.30$0.00$0.24$0.77$0.53
2012Summary only. Only limited summary data is available for this year.$7.88$0.05$0.70$0.71$0.01
2011Summary only. Only limited summary data is available for this year.$7.79$0.01$0.90$0.73$0.17