Civic Intelligence

Linked Foundation

990PF • Fiscal year 2024 • EIN 20-3880761

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 26, 2025

Refreshing map…

3749 Santa Claus LaneCarpinteria, CA 93013-1109

(805) 880-1990

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

20th percentile

-16%

Higher net margin than 20% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$222,559

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,080,259

Down $136,330 (-11%) from 2023

Net Assets

$1,079,034

No earlier filing loaded for comparison.

Liabilities

Up

$1,225

Up $199 (+19%) from 2023

Revenue

Down

$879,860

Down $443,980 (-34%) from 2023

Expenses

Down

$1,016,389

Down $962,988 (-49%) from 2023

Net Income

Up

-$136,529

Up $519,008 (+79%) 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: $1,0262023Assets 2024: $1,080,259Liabilities 2024: $1,225Net Assets 2024: $1,079,0342024

Highlighted filing

2024

Assets$1,080,259
Liabilities$1,225
Net Assets$1,079,034

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 2024: $879,860Expenses 2024: $1,016,389Net Income 2024: -$136,5292024

Highlighted filing

2024

Revenue$879,860
Expenses$1,016,389
Net Income-$136,529
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 26, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY F SWANSON-ROBERTSExecutive DirectorFT$193,967$28,592$222,559
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
2025-06-26
Discuss with paid preparer
Yes

Preparer

Firm
John P Talia CPA
Address
654 MD Circle, Hamilton, MT 59840
Preparer
John P Talia CPA
Phone
4063634661
Raw XML AppendixShowing 400 of 614 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ADVANCED TRADE GROWTH OFFSHORE FUND LTD-181.3sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0250000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0260257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0500000
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0102286
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0193967
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0431364
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0431364
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0847633
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01697
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036509
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036509
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-136529
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0143197
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0102286
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0138795
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt034491
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt040220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025957
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt051719
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-106568
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0161650
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt013825
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt01940
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06696
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt028891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0100000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0LINKEDFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE PART XV
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0EXPENSES INCURRED THAT INDIRECTLY SUPPORT THE ALLEVIATION OF POVERTY BY PROMOTING AND INVESTING IN SOLUTIONS THAT IMPROVE THE HEALTH AND ECONOMIC SELF-RELIANCE OF WOMEN IN LATIN AMERICA AND THE UNITED STATES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0431364
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt720000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1061189
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1450000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt163000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FIGHT POVERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY HEALTHNEEDS
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/GrantOrContributionPurposeTxt12PROMOTE LATIN AMERICANWOMEN BUSINESS VENTURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13HAITIANEDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14FOSTER INDEPENDENTJOURNALISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GROUND GAME FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16ARTS & CULTURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17REGIONAL SOLUTIONSTO CLIMATE CHANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PLANNED PARENTHOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DIRECT RELIEF INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SANTA BARBARA NEIGHBORHOOD CLINICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GIRLS INC OF CARPINTERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LEADING FROM WITHIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SANTA BARBARA COTTAGE HOSPITAL FOUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5UC REGENTS-UCSB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6CARPINTERIA CHILDREN'S PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7FOODBANK OF SANTA BARBARA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8FONKOZE USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9MCE SOCIAL CAPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10FRIENDSHIP BRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11PRO MUJER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12ST DUNSTANS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13THE AMERICAN INDEPENDENT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14FOCUS FOR DEMOCRACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15FRACTURED ATLAS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16COMMUNITY ENVIRONMENTAL COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06100 WALLACE BECKNELL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14414 EAST COTA ST 1ST FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25315 FOOTHILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 806
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 689
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5OFFICE OF DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65201 8TH ST STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7518 GARDEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84554 HOLLISTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91700 KALORAMA RD NW STE 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt105758 GEARY BLVD 261
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11405 URBAN ST STE 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12515 MADISON AVE 8TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1328005 ROBINSON CANYON RD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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