Civic Intelligence

Hager & Dowling Charitable Foundation

EIN 20-4790103 • 501(c)3 • Santa Barbara, CA

Profile

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.

319 E Carrillo St STE 200Santa Barbara, CA 93101
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

23rd percentile

-20%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-5.8%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

0.6%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$7,663

Down $537 (-6.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin23rd percentile

Revenue

Down

$2,493

Down $215 (-7.9%) from 2022

Expenses

Down

$3,030

Down $3,095 (-51%) from 2022

Net Income

Up

-$537

Up $2,880 (+84%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2023

Assets$7,663
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest 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

2023

Revenue$2,493
Expenses$3,030
Net Income-$537
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$7,663
Liabilities
$0
Net assets
-
Revenue
$2,493
Expenses
$3,030
Net income
-$537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.66$0.00$2.49$3.03$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.00$8.20$2.71$6.13$3.42
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$2.37$1.00$1.37
2020Summary only. Only limited summary data is available for this year.$10.2$0.00$2.11$0.08$2.03
2019Summary only. Only limited summary data is available for this year.$8.22$0.00$2.32$0.00$2.32
2018Summary only. Only limited summary data is available for this year.$5.90$0.00$2.97$0.16$2.81
2017Summary only. Only limited summary data is available for this year.$3.08$0.00$3.42$5.74$2.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$5.40$3.42$1.87$1.55
2015Summary only. Only limited summary data is available for this year.$3.85$0.00$4.09$3.63$0.47
2013Detailed filing. Detailed filing data is available for this year.$8.28$8.28$9.11$17.2$8.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$16.4$16.0$14.8$1.16
2011Summary only. Only limited summary data is available for this year.$15.2$0.00$16.3$18.2$1.90
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 4, 2022
Return Version
2021v4.0
Gross Receipts
$2,370
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.

Program Services

DescriptionGrantsExpenses
Grants to various 501(C)(3) organizations to enable us to continue our exempt purpose$1,000$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas J DowlingChairman-$0--
Kristin A CallahanSecretary And Treasurer-$0--
Ellen BensenDirector-$0--
Dianne HearnDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hager & Dowling Charitablefoundation
EIN
20-4790103
Phone
8059664700
Address
319 E Carrillo St STE 200, Santa Barbara, CA 93101

Signing Officer

Name
Thomas Dowling
Title
President
Phone
8059664700
Signed
2022-03-04
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

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

Raw XML Appendix184 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jean O'Donnell
IRS990EZ/BooksInCareOfDetail/PhoneNum08059664700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0319 E Carrillo St STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Barbara
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010247
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011617
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02370
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01370
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010247
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011617
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt02370
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010247
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011617
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010247
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011617
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas J Dowling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristin A Callahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ellen Bensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dianne Hearn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary and Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to various 501(C)(3) organizations to enable us to continue our exempt purpose
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01000
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt02370
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013189
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt013189
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02111
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03422
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013189
IRS990ScheduleA/TotalSupportAmt013189
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization mission is to make grants to organizations that have been formed and are operating in the United States of America for the charitable purposes as described in Section 501(C)(3) are classified in Section 509 (A) (1), (2) or (3) of the Internal Revenue Code.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Dowling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08059664700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAGER & DOWLING CHARITABLEFOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HAGE
ReturnHeader/Filer/EIN0204790103
ReturnHeader/Filer/PhoneNum08059664700
ReturnHeader/Filer/USAddress/AddressLine1Txt0319 E Carrillo St STE 200
ReturnHeader/Filer/USAddress/CityNm0Santa Barbara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/ReturnTs02022-03-04T15:02:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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