Civic Intelligence

Hager & Dowling Charitable Foundation

990EZ • Fiscal year 2013 • EIN 20-4790103

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

319 East Carrillo Street93101

(805) 966-4700

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

5th percentile

-89%

Higher net margin than 5% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

10th percentile

-43%

Faster revenue growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$8,279

Down $8,077 (-49%) from 2012

Net Assets

Down

$8,279

Down $8,077 (-49%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$9,113

Down $6,843 (-43%) from 2012

Expenses

Up

$17,190

Up $2,395 (+16%) from 2012

Net Income

Down

-$8,077

Down $9,238 (-796%) from 2012

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $15,195Liabilities 2011: $02011Assets 2012: $16,356Net Assets 2012: $16,3562012Assets 2013: $8,279Net Assets 2013: $8,2792013Assets 2015: $3,852Liabilities 2015: $02015Assets 2016: $5,404Net Assets 2016: $5,4042016Assets 2017: $3,084Liabilities 2017: $02017Assets 2018: $5,895Liabilities 2018: $02018Assets 2019: $8,215Liabilities 2019: $02019Assets 2020: $10,247Liabilities 2020: $02020Assets 2021: $11,617Liabilities 2021: $0Net Assets 2021: $11,6172021Assets 2022: $8,200Liabilities 2022: $0Net Assets 2022: $8,2002022Assets 2023: $7,663Liabilities 2023: $02023

Highlighted filing

2013

Assets$8,279
Liabilities-
Net Assets$8,279

Operations Trend

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

$20K$10K$0-$10KRevenue 2011: $16,334Expenses 2011: $18,231Net Income 2011: -$1,8972011Revenue 2012: $15,956Expenses 2012: $14,795Net Income 2012: $1,1612012Revenue 2013: $9,113Expenses 2013: $17,190Net Income 2013: -$8,0772013Revenue 2015: $4,093Expenses 2015: $3,626Net Income 2015: $4672015Revenue 2016: $3,422Expenses 2016: $1,870Net Income 2016: $1,5522016Revenue 2017: $3,422Expenses 2017: $5,742Net Income 2017: -$2,3202017Revenue 2018: $2,966Expenses 2018: $155Net Income 2018: $2,8112018Revenue 2019: $2,320Expenses 2019: $0Net Income 2019: $2,3202019Revenue 2020: $2,111Expenses 2020: $79Net Income 2020: $2,0322020Revenue 2021: $2,370Expenses 2021: $1,000Net Income 2021: $1,3702021Revenue 2022: $2,708Expenses 2022: $6,125Net Income 2022: -$3,4172022Revenue 2023: $2,493Expenses 2023: $3,030Net Income 2023: -$5372023

Highlighted filing

2013

Revenue$9,113
Expenses$17,190
Net Income-$8,077
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.1
Gross Receipts
$9,113
Mission and Program Overview

Mission

The organization mission is to make grants to organizations that have been formed and operating in the United States of America for the charitable purposes as described in Section 501(C)(3) and are classified in the Section 509(A)(1),(2) or (3) of the Internal Revenue Code.

The organization mission is to make grants to organizations that have been formed and are operating in the united states of america for charitable purposes as described in section 501(c)(3) and are classified as public charities described in section 509 (a)(1),(2) or (3) of the internal revenue code.

Program Services

DescriptionGrantsExpenses
Grants to various 501(c)(3) Organization to enable them to continue there exempt purpose.$15,500$15,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE CHAMBERSDirector-$0--
THOMAS J DOWLINGChairman-$0--
LINDSEY LEBLANCDirector-$0--
KRISTIN CALLAHANDirector-$0--
ELLEN BENSONDirector-$0--
SEAN KELLYDirector-$0--
JOHN V HAGERPresident-$0--
Filing and Contact Details

Filer

EIN
20-4790103
Phone
8059664700

Signing Officer

Name
John V Hager
Title
President
Signed
2014-04-29
Discuss with paid preparer
Yes

Preparer

Preparer
Yusuf Balogun CPA
Phone
8055699864
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.11

Class of Activity: Charitable Giving | Donee's Name: TEDDY BEAR CANCER FOUNDATION | Donee's Address: 133 E. DE LA GUERRA STREET #163 SANTA BARBARA, CA 93101 | Relationship of Donee: NONE | Cash Amount Given: $7500

Grants and Similar Amounts Paid In Excess of $5,000.12

Class of Activity: Charitable Giving | Donee's Name: PRIMO BOXING CLUB | Donee's Address: 701 EAST HALEY STREET SANTA BARBARA , CA 93103 | Relationship of Donee: NONE | Cash Amount Given: $7500

Other Expenses.1012

Insurance $800

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08059664700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10319 EAST CARRILLO STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016356
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINE CHAMBERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTIN CALLAHAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SEAN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN V HAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION MISSION IS TO MAKE GRANTS TO ORGANIZATIONS THAT HAVE BEEN FORMED AND ARE OPERATING IN THE UNITED STATES OF AMERICA FOR CHARITABLE PURPOSES AS DESCRIBED IN SECTION 501(C)(3) AND ARE CLASSIFIED AS PUBLIC CHARITIES DESCRIBED IN SECTION 509 (A)(1),(2) OR (3) OF THE INTERNAL REVENUE CODE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to various 501(c)(3) Organization to enable them to continue there exempt purpose.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt09113
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt071334
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt071334
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022611
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010176
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt071334
IRS990ScheduleA/TotalSupportAmt071334
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Charitable Giving | Donee's Name: TEDDY BEAR CANCER FOUNDATION | Donee's Address: 133 E. DE LA GUERRA STREET #163 SANTA BARBARA, CA 93101 | Relationship of Donee: NONE | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Charitable Giving | Donee's Name: PRIMO BOXING CLUB | Donee's Address: 701 EAST HALEY STREET SANTA BARBARA , CA 93103 | Relationship of Donee: NONE | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN V HAGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10HAGER & DOWLING CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HAGE
ReturnHeader/Filer/EIN0204790103
ReturnHeader/Filer/PhoneNum08059664700
ReturnHeader/Filer/USAddress/AddressLine10319 EAST CARRILLO STREET
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Walpole & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1070 Santa Felicia Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Goleta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093117
ReturnHeader/PreparerPersonGrp/PhoneNum08055699864
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YUSUF BALOGUN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-04-29T09:43:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings