Civic Intelligence

Underwood Family Charitable Foundation

EIN 77-0456013 • Santa Barbara, CA

PO Box 1670Santa Barbara, CA 93111
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

1st percentile

-20724%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

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.

<$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-15%

Faster asset growth than 35% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$273,658

Down $46,630 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$273,658

Down $46,630 (-15%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Up

$225

Up $27,186 (+101%) from 2023

Expenses

Down

$46,855

Down $3,876 (-7.6%) from 2023

Net Income

Up

-$46,630

Up $31,062 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$600K$400K$200K$0Assets 2011: $158,269Liabilities 2011: $0Net Assets 2011: $158,2692011Assets 2012: $157,910Liabilities 2012: $0Net Assets 2012: $157,9102012Assets 2013: $158,677Liabilities 2013: $02013Assets 2014: $168,199Liabilities 2014: $0Net Assets 2014: $168,1992014Assets 2015: $150,786Liabilities 2015: $0Net Assets 2015: $150,7862015Assets 2016: $182,487Liabilities 2016: $0Net Assets 2016: $182,4872016Assets 2017: $171,626Liabilities 2017: $0Net Assets 2017: $171,6262017Assets 2018: $489,577Liabilities 2018: $0Net Assets 2018: $489,5772018Assets 2019: $458,451Liabilities 2019: $0Net Assets 2019: $458,4512019Assets 2020: $433,865Liabilities 2020: $0Net Assets 2020: $433,8652020Assets 2021: $421,539Liabilities 2021: $0Net Assets 2021: $421,5392021Assets 2022: $397,980Liabilities 2022: $0Net Assets 2022: $397,9802022Assets 2023: $320,288Liabilities 2023: $0Net Assets 2023: $320,2882023Assets 2024: $273,658Liabilities 2024: $0Net Assets 2024: $273,6582024

Highlighted filing

2024

Assets$273,658
Liabilities$0
Net Assets$273,658
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $4,9012011Expenses 2012: $8,0252012Revenue 2013: $5,904Expenses 2013: $5,137Net Income 2013: $7672013Revenue 2014: $11,522Expenses 2014: $2,000Net Income 2014: $9,5222014Revenue 2015: $57,211Expenses 2015: $74,624Net Income 2015: -$17,4132015Revenue 2016: $42,604Expenses 2016: $10,903Net Income 2016: $31,7012016Revenue 2017: $8,901Expenses 2017: $19,762Net Income 2017: -$10,8612017Revenue 2018: $341,276Expenses 2018: $23,325Net Income 2018: $317,9512018Revenue 2019: $0Expenses 2019: $31,126Net Income 2019: -$31,1262019Revenue 2020: $7Expenses 2020: $24,593Net Income 2020: -$24,5862020Revenue 2021: $13,939Expenses 2021: $26,265Net Income 2021: -$12,3262021Revenue 2022: $13,006Expenses 2022: $36,565Net Income 2022: -$23,5592022Revenue 2023: -$26,961Expenses 2023: $50,731Net Income 2023: -$77,6922023Revenue 2024: $225Expenses 2024: $46,855Net Income 2024: -$46,6302024

Highlighted filing

2024

Revenue$225
Expenses$46,855
Net Income-$46,630
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,658
Liabilities
$0
Net assets
$273,658
Revenue
$225
Expenses
$46,855
Net income
-$46,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.00$0.47$0.47
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.27$0.51$0.78
2022Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.13$0.37$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.14$0.26$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.00$0.25$0.25
2019Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.00$0.31$0.31
2018Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$3.41$0.23$3.18
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.09$0.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.43$0.11$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.57$0.75$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.12$0.02$0.10
2013Summary only. Only limited summary data is available for this year.$1.59$0.00$0.06$0.05$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet UnderwoodExecutive DirectorPT$0--
William J Underwood IIIPresident-$0--
Filing and Contact Details

Filer

Filer Name
Underwood Family Charitable Foundation
EIN
77-0456013
Phone
4085294316
Address
PO Box 1670, Santa Barbara, CA 93111

Signing Officer

Name
Janet Underwood
Title
Treasurer
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
McAvoy Co CPA
Address
115 S La Cumbre Ln Ste 100, Santa Barbara, CA 93105
Preparer
Arjun S McAvoy
Phone
8052696770
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Santa Barbara Audobon Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Chronicle Season of Sharing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Heifer International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Santa Barbara Botanic Garden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4LotusLand
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5KQED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6California Film Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7SF Marin Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm810000 Degrees
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9SB Museum of Natural History
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Santa Barbara Maritime Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Santa Barbara Channelkeeper
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Vivalon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13San Francisco Maritime National Par
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Semper Fi Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Society of North American Goldsmith
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Transition House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Heal the Ocean
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18Marin Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm19Friends of Ninos Adelante
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20Planned Parenthood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm21World Central Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm22Santa Barbara Museum of Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm23No Kid Hungry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm24The Friendship Paddle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm25O'Hanlon Center for the Arts
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 World Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31212 Mission Canyon Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4695 Ashley Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52601 Mariposa Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61001 Lotens Place 220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7900 Pennsylvania Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81401 Los Gamos Drive 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92559 Puesta Del Sol
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11714 Bond Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12930 Tamalpais Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 470310
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt171430 Chapala Street
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt231030 15th Street NW Ste 1100 W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24801 Garden Street Ste 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25616 Throckmorton Avenue
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Underwood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Underwood Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0UNDE

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