Civic Intelligence

The Thalden Foundation

EIN 43-1851426 • Ashland, OR

Pub. 78 Eligible
550 Ashland Loop RoadAshland, OR 97520
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.0%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

73rd percentile

29%

Faster revenue growth than 73% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,563,751

Up $30,340 (+2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,563,751

Up $30,340 (+2.0%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin72nd percentile

Revenue

Up

$142,542

Up $31,980 (+29%) from 2024

Expenses

Down

$112,202

Down $4,014 (-3.5%) from 2024

Net Income

Up

$30,340

Up $35,994 (+637%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,031,515Liabilities 2011: $0Net Assets 2011: $1,031,5152011Assets 2012: $947,794Liabilities 2012: $0Net Assets 2012: $947,7942012Assets 2013: $985,558Liabilities 2013: $1Net Assets 2013: $985,5582013Assets 2014: $852,649Liabilities 2014: $1Net Assets 2014: $852,6492014Assets 2015: $861,593Liabilities 2015: $1Net Assets 2015: $861,5932015Assets 2016: $853,712Liabilities 2016: $0Net Assets 2016: $853,7122016Assets 2017: $722,600Liabilities 2017: $0Net Assets 2017: $722,6002017Assets 2018: $845,189Liabilities 2018: $0Net Assets 2018: $845,1892018Assets 2019: $1,091,287Liabilities 2019: $0Net Assets 2019: $1,091,2872019Assets 2020: $1,412,754Liabilities 2020: $1Net Assets 2020: $1,412,7542020Assets 2021: $1,280,434Liabilities 2021: $1Net Assets 2021: $1,280,4342021Assets 2022: $1,600,882Liabilities 2022: $1Net Assets 2022: $1,600,8822022Assets 2023: $1,539,065Liabilities 2023: $1Net Assets 2023: $1,539,0652023Assets 2024: $1,533,411Liabilities 2024: $0Net Assets 2024: $1,533,4112024Assets 2025: $1,563,751Liabilities 2025: $0Net Assets 2025: $1,563,7512025

Highlighted filing

2025

Assets$1,563,751
Liabilities$0
Net Assets$1,563,751
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $128,5292011Expenses 2012: $109,6342012Revenue 2013: $73,778Expenses 2013: $36,014Net Income 2013: $37,7642013Revenue 2014: $42,028Expenses 2014: $174,937Net Income 2014: -$132,9092014Revenue 2015: $166,470Expenses 2015: $157,526Net Income 2015: $8,9442015Revenue 2016: $133,756Expenses 2016: $141,637Net Income 2016: -$7,8812016Revenue 2017: $475,794Expenses 2017: $607,506Net Income 2017: -$131,7122017Revenue 2018: $317,240Expenses 2018: $194,651Net Income 2018: $122,5892018Revenue 2019: $506,705Expenses 2019: $260,607Net Income 2019: $246,0982019Revenue 2020: $545,997Expenses 2020: $224,530Net Income 2020: $321,4672020Revenue 2021: $178,236Expenses 2021: $310,556Net Income 2021: -$132,3202021Revenue 2022: $438,871Expenses 2022: $118,423Net Income 2022: $320,4482022Revenue 2023: $145,956Expenses 2023: $207,773Net Income 2023: -$61,8172023Revenue 2024: $110,562Expenses 2024: $116,216Net Income 2024: -$5,6542024Revenue 2025: $142,542Expenses 2025: $112,202Net Income 2025: $30,3402025

Highlighted filing

2025

Revenue$142,542
Expenses$112,202
Net Income$30,340
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,563,751
Liabilities
$0
Net assets
$1,563,751
Revenue
$142,542
Expenses
$112,202
Net income
$30,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.14$0.11$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.15$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.44$0.12$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.18$0.31$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.55$0.22$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.51$0.26$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.32$0.19$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.48$0.61$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.13$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.17$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.17$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.04$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY THALDENTrustee-$0--
KATHRYN THALDENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Thalden Foundation
EIN
43-1851426
Phone
7028605000
Address
550 ASHLAND LOOP ROAD, ASHLAND, OR 97520

Signing Officer

Name
Barry Thalden
Title
Trustee
Phone
7028605000
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Lopata Flegel & Company Llp
Address
600 MASON RIDGE CENTER DR STE 100, ST LOUIS, MO 63141
Preparer
Wendy G Lewis
Phone
3145148881
Raw XML AppendixShowing 400 of 692 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROMOTION OF ASHLAND ATTRACTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT COMMUNITY HEALTH AND WELLNESS INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROMOTE ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROMOTE ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROMOTION OF SUSTAINABLE NEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATE COMMUNITY TO FOSTER BEE CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROMOTE MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10PROMOTION OF THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11ART AWARD/PRIZE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13PROMOTION OF RELIGIOUS AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14PROVIDE HEATING TO LOW-INCOME FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16PROMOTION OF THE ARTS AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24SUPPORT CONSTRUCTION OF LOW-COST FIRE RESISTANT HOUSING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25PROMOTION OF NONVIOLENT CONFLICT RESOLUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26PROMOTION OF THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28PROVIDE MENTORING AT NO-COST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29PROMOTION OF THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42ART AWARD/PRIZE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASHLAND CHAMBER OF COMMERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ASHLAND COMMUNITY HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ASHLAND GALLERY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ASHLAND INDEPENDENT FILM FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ASHLAND NEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BEE GIRL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BRITT FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GRANTS PASS MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8GREAT APPLEGATE COMMUNITY DEVELOPMENT COPPORATION DBA A GREATER APPLEGATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9HAVURAH SHIR HADASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10JACKSON COUNTY FUEL COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11JEFFERSON PUBLIC RADIO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12LIVING OPPORTUNITIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13NEWSPIRIT VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14PEACE HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15REPERTORY SINGERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16ROGUE VALLEY ART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17ROGUE VALLEY MENTORING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18ROGUE VALLEY PEACE CHOIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19THE TALENT GALLERY LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20VISION TO LEARN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21WATARU SUGIYAMA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
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