Civic Intelligence

For the Giving Foundation Co Irwin Carasso

990PF • Fiscal year 2019 • EIN 77-0469860

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 03, 2020

55 Hitchcock Way Suite 200Santa Barbara, CA 93105

(805) 698-8451

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

4th percentile

-162%

Higher net margin than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

19th percentile

-6.5%

Faster asset growth than 19% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-32%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$528,911

Down $36,668 (-6.5%) from 2018

Net Assets

Down

$528,911

Down $36,668 (-6.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$22,594

Down $10,653 (-32%) from 2018

Expenses

Up

$59,262

Up $16,137 (+37%) from 2018

Net Income

Down

-$36,668

Down $26,790 (-271%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $504,746Liabilities 2011: $02011Assets 2012: $433,748Liabilities 2012: $02012Assets 2013: $349,780Liabilities 2013: $02013Assets 2014: $590,738Liabilities 2014: $0Net Assets 2014: $590,7382014Assets 2015: $560,595Liabilities 2015: $0Net Assets 2015: $560,5952015Assets 2016: $534,856Liabilities 2016: $0Net Assets 2016: $534,8562016Assets 2017: $575,457Liabilities 2017: $0Net Assets 2017: $575,4572017Assets 2018: $565,579Liabilities 2018: $0Net Assets 2018: $565,5792018Assets 2019: $528,911Liabilities 2019: $0Net Assets 2019: $528,9112019Assets 2020: $397,034Liabilities 2020: $0Net Assets 2020: $397,0342020Assets 2021: $399,527Liabilities 2021: $0Net Assets 2021: $399,5272021Assets 2022: $378,897Liabilities 2022: $0Net Assets 2022: $378,8972022Assets 2023: $371,555Liabilities 2023: $0Net Assets 2023: $371,5552023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$528,911
Liabilities$0
Net Assets$528,911

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $132,527Expenses 2011: $42,232Net Income 2011: $90,2952011Revenue 2012: $51,202Expenses 2012: $124,151Net Income 2012: -$72,9492012Revenue 2013: $9,559Expenses 2013: $93,527Net Income 2013: -$83,9682013Revenue 2014: $501,693Expenses 2014: $84,009Net Income 2014: $417,6842014Revenue 2015: $31,088Expenses 2015: $61,231Net Income 2015: -$30,1432015Revenue 2016: $25,380Expenses 2016: $51,119Net Income 2016: -$25,7392016Revenue 2017: $97,981Expenses 2017: $57,380Net Income 2017: $40,6012017Revenue 2018: $33,247Expenses 2018: $43,125Net Income 2018: -$9,8782018Revenue 2019: $22,594Expenses 2019: $59,262Net Income 2019: -$36,6682019Revenue 2020: $2,062Expenses 2020: $49,632Net Income 2020: -$47,5702020Revenue 2021: -$2,098Expenses 2021: $11,905Net Income 2021: -$14,0032021Revenue 2022: $9,835Expenses 2022: $38,178Net Income 2022: -$28,3432022Revenue 2023: $18,130Expenses 2023: $30,911Net Income 2023: -$12,7812023Revenue 2024: $25,175Expenses 2024: $540,661Net Income 2024: -$515,4862024

Highlighted filing

2019

Revenue$22,594
Expenses$59,262
Net Income-$36,668
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 3, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRWIN CARASSOPresident-$0--
IRWIN CARASSODirector-$0--
MARILYN CARASSOSecret./Treas.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PROVIDE OPERATING CASHPUBLICLOS ANGELES, CA, US$48,000
Paid Grant-PROVIDE OPERATING CASHPUBLICSANAT BARBARA, CA, US$1,000
Paid Grant-PROVIDE OPERATING CASHPCTHOSAND OAKS, CA, US$1,000
Paid Grant-PROVIDE OPERATING CASHPCSANTA BARBARA, CA, US$1,000
Paid Grant-PROVIDE OPERATING CASHPCST AUGUSTINE, FL, US$1,000
Filing and Contact Details

Filer

Filer Name
For the Giving Foundation
EIN
77-0469860
Phone
8056988451
Address
55 HITCHCOCK WAY SUITE 200, SANTA BARBARA, CA 93105

Signing Officer

Name
Irwin Carasso
Title
President & CEO
Signed
2020-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Michael G Hines an Actncy Co
Address
407 VIA CORTA, PALOS VERDES ESTATES, CA 90274
Preparer
Michael G Hines
Phone
3103759110
Raw XML Appendix354 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IRWIN CARASSO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1IRWIN CARASSO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARILYN CARASSO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secret./Treas.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE OPERATING CASH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNITY SHOPPE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SANTA BARBARA RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4KHSSAHS ALUMNI ASSN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03500 W ADAMS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1110 WEST SOLA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23435 THOUSAND OAKS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3535 YANONALI STREETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt417 PACIFIC ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANAT BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2THOSAND OAKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ST AUGUSTINE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023706
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt050691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt050691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0104761
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028294
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018870
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028294
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0155452
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0127158
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt22390
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3325
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt413
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt610
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FRANCHISE TAX BOARD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAYROLL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5REGISTRY OF CHARITABLE TRUSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6SEC OF STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24780
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt413
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt513
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt610
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24780
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3650
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt426
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt620
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IRWIN CARASSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOR THE GIVING FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO IRWIN CARASSO
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0770469860
ReturnHeader/Filer/PhoneNum08056988451
ReturnHeader/Filer/USAddress/AddressLine1Txt055 HITCHCOCK WAY SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954610629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL G HINES AN ACTNCY CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0407 VIA CORTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALOS VERDES ESTATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090274
ReturnHeader/PreparerPersonGrp/PhoneNum03103759110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael G Hines
ReturnHeader/ReturnTs02020-09-03T13:40:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.25$5.41$5.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.00$3.72$0.18$0.31$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.10$0.38$0.28
2021Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.02$0.12$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$0.02$0.50$0.48
2019Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.23$0.59$0.37
2018Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.33$0.43$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$0.98$0.57$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.25$0.51$0.26
2015Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.31$0.61$0.30
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$5.02$0.84$4.18
2013Summary only. Only limited summary data is available for this year.$3.50$0.00$0.10$0.94$0.84
2012Summary only. Only limited summary data is available for this year.$4.34$0.00$0.51$1.24$0.73
2011Summary only. Only limited summary data is available for this year.$5.05$0.00$1.33$0.42$0.90
Peer Organizations

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