Civic Intelligence

Hager & Dowling Charitable Foundation

990EZ • Fiscal year 2023 • EIN 20-4790103

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 25, 2024

319 E Carrillo St STE 200Santa Barbara, CA 93101

(805) 966-4700

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-22%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.5%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-7.9%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$7,663

Flat from 2023

Net Assets

$7,663

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$2,493

Flat from 2023

Expenses

Flat

$3,030

Flat from 2023

Net Income

Flat

-$537

Flat from 2023

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: $0Net Assets 2023: $7,6632023Assets 2023: $7,663Liabilities 2023: $02023

Highlighted filing

2023

Assets$7,663
Liabilities$0
Net Assets$7,663

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: -$5372023Revenue 2023: $2,493Expenses 2023: $3,030Net Income 2023: -$5372023

Highlighted filing

2023

Revenue$2,493
Expenses$3,030
Net Income-$537
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 25, 2024
Return Version
2023v4.0
Gross Receipts
$2,493
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$3,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas J DowlingChairman-$0--
Kristin A CallahanSecretary And Treasurer-$0--
Jeannine LopezDirector-$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
2024-02-25
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. No single grant in excess of $5,000 was given.

Form 990-EZ, Part I, Line 16

Description;Amount^Department of Justice;25|Secretary of State;5^Total;30^

Raw XML Appendix189 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
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas J Dowling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristin A Callahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeannine Lopez
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/OtherExpensesTotalAmt030
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/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalExpensesAmt03030
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt02493
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012002
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IRS990ScheduleA/PublicOrganization170Ind0X
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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. No single grant in excess of $5,000 was given.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Department of Justice;25|Secretary of State;5^Total;30^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Dowling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08059664700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-25
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-02-23T14:26:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Dowling
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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