Civic Intelligence

Griswold Charitable Trust Co M Rodrigue

990PF • Fiscal year 2023 • EIN 77-6135696

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 05, 2023

Organization Profile
816 Arbolado RoadSanta Barbara, CA 93103

(805) 452-9520

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

5th percentile

-183%

Higher net margin than 5% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$42,065

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

15th percentile

-5.6%

Faster asset growth than 15% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$8,098,249

Flat from 2023

Net Assets

$8,098,249

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin5th percentile

Revenue

Flat

$258,457

Flat from 2023

Expenses

Flat

$732,243

Flat from 2023

Net Income

Flat

-$473,786

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$10M$5.0M$0Assets 2011: $7,872,073Liabilities 2011: $0Net Assets 2011: $7,872,0732011Assets 2012: $7,833,123Liabilities 2012: $0Net Assets 2012: $7,833,1232012Assets 2013: $7,923,038Liabilities 2013: $0Net Assets 2013: $7,923,0382013Assets 2014: $8,206,301Liabilities 2014: $12014Assets 2015: $8,078,648Liabilities 2015: $0Net Assets 2015: $8,078,6482015Assets 2016: $7,525,891Liabilities 2016: $0Net Assets 2016: $7,525,8912016Assets 2017: $7,628,749Liabilities 2017: $0Net Assets 2017: $7,628,7492017Assets 2018: $8,039,669Liabilities 2018: $54,000Net Assets 2018: $7,985,6692018Assets 2019: $8,904,949Liabilities 2019: $02019Assets 2020: $8,258,249Liabilities 2020: $4,6652020Assets 2021: $8,640,995Liabilities 2021: $10,330Net Assets 2021: $8,630,6652021Assets 2022: $8,579,313Liabilities 2022: $7,278Net Assets 2022: $8,572,0352022Assets 2023: $8,098,249Liabilities 2023: $0Net Assets 2023: $8,098,2492023Assets 2023: $8,098,249Liabilities 2023: $12023Assets 2024: $8,112,744Liabilities 2024: $12024Assets 2025: $8,054,005Liabilities 2025: $0Net Assets 2025: $8,054,0052025

Highlighted filing

2023

Assets$8,098,249
Liabilities$0
Net Assets$8,098,249
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $566,1742011Expenses 2012: $393,0842012Expenses 2013: $662,1622013Revenue 2014: $825,489Expenses 2014: $528,060Net Income 2014: $297,4292014Revenue 2015: $486,613Expenses 2015: $605,009Net Income 2015: -$118,3962015Revenue 2016: $129,715Expenses 2016: $678,226Net Income 2016: -$548,5112016Revenue 2017: $698,503Expenses 2017: $621,639Net Income 2017: $76,8642017Revenue 2018: $1,031,835Expenses 2018: $674,915Net Income 2018: $356,9202018Revenue 2019: $1,577,577Expenses 2019: $658,297Net Income 2019: $919,2802019Revenue 2020: -$4,074Expenses 2020: $655,209Net Income 2020: -$659,2832020Revenue 2021: $1,043,543Expenses 2021: $666,461Net Income 2021: $377,0822021Revenue 2022: $632,859Expenses 2022: $691,488Net Income 2022: -$58,6292022Revenue 2023: $258,457Expenses 2023: $732,243Net Income 2023: -$473,7862023Revenue 2023: $258,457Expenses 2023: $732,243Net Income 2023: -$473,7862023Revenue 2024: $626,505Expenses 2024: $612,010Net Income 2024: $14,4952024Revenue 2025: $511,558Expenses 2025: $561,999Net Income 2025: -$50,4412025

Highlighted filing

2023

Revenue$258,457
Expenses$732,243
Net Income-$473,786
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 5, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC RODRIGUECo-Trustee-$42,065-$42,065
MARTHA RODRIGUECo-Trustee-$42,065-$42,065
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE PURPOSESPUBLICPACIFIC PALISADES, CA, US$196,000
Paid Grant-CHARITABLE PURPOSESPUBLICNEWPORT BEACH, CA, US$98,000
Paid Grant-CHARITABLE PURPOSESPUBLICBEAUFORT, SC, US$98,000
Paid Grant-CHARITABLE PURPOSESPUBLICSANTA BARBARA, CA, US$98,000
Paid Grant-CHARITABLE PURPOSESPUBLICMONROVIA, CA, US$98,000
Filing and Contact Details

Filer

Filer Name
Griswold Charitable Tr
EIN
77-6135696
Phone
8054529520
Address
816 ARBOLADO ROAD, SANTA BARBARA, CA 93103

Signing Officer

Name
Marc Rodrigue
Title
Co-trustee
Signed
2023-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Scroggs & Associates
Address
1809 CLIFF DRIVE UNIT E, SANTA BARBARA, CA 93109
Preparer
Kathy J Scroggs CPA
Phone
8054447994
Raw XML Appendix325 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/RecipientUSAddress/AddressLine1Txt3POBOX 2024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 688
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt082391
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082391
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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ReturnHeader/Filer/PhoneNum08054529520
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093109
ReturnHeader/PreparerPersonGrp/PhoneNum08054447994
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathy J Scroggs CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-05T14:52:55-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODRIGUE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,098,249
Liabilities
$0
Net assets
$8,098,249
Revenue
$258,457
Expenses
$732,243
Net income
-$473,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$0.00$8.05$0.51$0.56$0.05
2024Summary only. Only limited summary data is available for this year.$8.11$0.00$0.63$0.61$0.01
2023Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.26$0.73$0.47
2023Summary only. Only limited summary data is available for this year.$8.10$0.00$0.26$0.73$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.01$8.57$0.63$0.69$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.01$8.63$1.04$0.67$0.38
2020Summary only. Only limited summary data is available for this year.$8.26$0.00$0.00$0.66$0.66
2019Summary only. Only limited summary data is available for this year.$8.90$0.00$1.58$0.66$0.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.04$0.05$7.99$1.03$0.67$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.00$7.63$0.70$0.62$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.13$0.68$0.55
2015Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.49$0.61$0.12
2014Summary only. Only limited summary data is available for this year.$8.21$0.00$0.83$0.53$0.30
2013Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.66
2012Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.39
2011Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.57