Civic Intelligence

The Thalden Foundation

990PF • Fiscal year 2024 • EIN 43-1851426

Jul 01, 2023 to Jun 30, 2024 • Filed on May 08, 2025

550 Ashland Loop RoadAshland, OR 97520

(702) 860-5000

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

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

Liabilities / Revenue

33rd percentile

0.00x

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

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

Net Margin

30th percentile

-5.1%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

36th percentile

-0.4%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Down

$1,533,411

Down $5,654 (-0.4%) from 2023

Net Assets

Down

$1,533,411

Down $5,654 (-0.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Down

$110,562

Down $35,394 (-24%) from 2023

Expenses

Down

$116,216

Down $91,557 (-44%) from 2023

Net Income

Up

-$5,654

Up $56,163 (+91%) from 2023

Historical Trend

Balance Sheet Trend

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

$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

2024

Assets$1,533,411
Liabilities$0
Net Assets$1,533,411

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$110,562
Expenses$116,216
Net Income-$5,654
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY THALDENTrustee-$0--
KATHRYN THALDENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJACKSON COUNTY FUEL COMMITTEEPROVIDE HEATING TO LOW-INCOME FAMILIESPCPHOENIX, OR, US$10,000
Paid GrantTHREE RIVERSJOSEPHINE COUNTY UNIT JOIN SCHOOL DISTRICTPROMOTION OF THE ARTS AND EDUCATIONPCMURPHY, OR, US$4,850
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$4,000
Paid GrantLA CLINICAPROVIDE AFFORDABLE HEALTHCAREPCPHOENIX, OR, US$3,520
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$3,310
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$3,000
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIMEDFORD, OR, US$3,000
Paid GrantFOLKSOUL FARMFARMING EDUCATION FOR CHILDRENPCASHLAND, OR, US$3,000
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIMEDFORD, OR, US$2,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$2,500
Paid GrantUNO VOZ LATINO LEADERSHIP AND ADVOCACYPROMOTION OF THE ARTSPCEAGLE POINT, OR, US$2,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$2,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIMEDFORD, OR, US$2,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIPHOENIX, OR, US$2,500
Paid GrantGAMBREL ARTSPROMOTION OF THE ARTSPCASHLAND, OR, US$2,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$2,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$2,500
Paid GrantGRANTS PASS MUSEUM OF ARTPROMOTION OF THE ARTSPCGRANTS PASS, OR, US$2,500
Paid GrantSOUTHERN OREGON REPERTORY SINGERSPROMOTION OF THE ARTSPCASHLAND, OR, US$2,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTITALENT, OR, US$2,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIMEDFORD, OR, US$2,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$2,000
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIMEDFORD, OR, US$2,000
Paid GrantPEACE HOUSEPROMOTION OF NONVIOLENT CONFLICT RESOLUTIONPCASHLAND, OR, US$2,000
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIPHOENIX, OR, US$2,000
Paid GrantROCK THE REZPROMOTION OF THE ARTSPCKYLE, SD, US$2,000
Paid GrantJACKSON COUNTY SDPROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTPCMEDFORD, OR, US$2,000
Paid GrantSOUTHERN OREGON UNIVERSITY FOUNDATIONPROMOTION OF EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIESPCASHLAND, OR, US$2,000
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$2,000
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$2,000
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$1,800
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$1,800
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTITALENT, OR, US$1,700
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIEAGLE POINT, OR, US$1,700
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$1,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIMEDFORD, OR, US$1,500
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTITALENT, OR, US$1,450
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIGRANTS PASS, OR, US$1,450
Paid GrantROGUE VALLEY ART ASSOCIATIONPROMOTION OF THE ARTSPCMEDFORD, OR, US$1,300
Paid GrantSISKIYOU SCHOOLPROMOTION OF THE ARTSPCASHLAND, OR, US$1,100
Paid GrantSOUTHERN OREGON UNIVERSITY DIGITAL CINEMAPERFORMING ARTS EDUCATIONPCASHLAND, OR, US$1,000
Paid GrantTHE CRESTPROMOTION OF NATURE EDUCATION FOR YOUTHPCASHLAND, OR, US$1,000
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIFENTON, MO, US$1,000
Paid GrantROGUE VALLEY COMMUNITY HEALTHPROVIDE AFFORDABLE HEALTHCAREPCASHLAND, OR, US$1,000
Paid GrantASHLAND COMMUNITY HOSPITALHEALTH CARE FOR LOW-INCOME INDIVIDUALSPOFASHLAND, OR, US$1,000
Paid GrantSANCTUARY ONEFARM AND DOMESTIC ANIMAL RESCUE AND WELFAREPCJACKSONVILLE, OR, US$1,000
Paid GrantACLU FOUNDATIONPROMOTION OF EQUALITYPCNEW YORK, NY, US$1,000
Paid GrantROGUE VALLEY PEACE CHOIRPROMOTION OF THE ARTSPCASHLAND, OR, US$500
Paid GrantSET FREE SERVICESPROVIDE SERVICES FOR THE UNDER PRIVILEDGEDPCMEDFORD, OR, US$500
Paid GrantPARKER HOUSEPROMOTE HOUSING FOR THOSE IN NEEDPCASHLAND, OR, US$408
Paid Grant-PROMOTION OF THE ARTS - ART AND EDUCATION GRANT RECIPIENTIASHLAND, OR, US$325
Paid GrantNATURAL RESOURCE DEFENSEPROTECTION OF FOREST AND AGRICULTURAL LANDPCSAN FRANCISCO, CA, US$300
Paid GrantMARINE TOYS FOR TOTS FOUNDAITONPROVIDE GIFTS TO ECONOMICALLY DISADVANTAGED CHILDRENPCTRIABLE, VA, US$200
Paid GrantJEFFERSON PUBLIC RADIO FOUNDATIONPROMOTION OF THE ARTS AND EDUCATIONPCASHLAND, OR, US$200
Paid GrantCENTER FOR FOOD SAFETYPROMOTION OF ORGANIC FOODS,ECOLOGICAL, AND SUSTAINABLE ALTERNATIVESPCPORTLAND, OR, US$200
Paid GrantSTUDIO 10PROMOTION OF THE ARTSPCASHLAND, OR, US$192
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
2025-05-08
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 812 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARRY THALDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHRYN THALDEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt47I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt48I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt49POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt50PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt51PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt52I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt53PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt54I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt55PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ABBY LAZEROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PAIGE GERHARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NICHOLAS DAVID SIMONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LAURIE GADBOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4KRISTY KUN

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Filings

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