Civic Intelligence

Griswold Charitable Trust Co M Rodrigue

990PF • Fiscal year 2024 • EIN 77-6135696

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

43rd percentile

2.3%

Higher net margin than 43% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$44,199

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

35th percentile

0.2%

Faster asset growth than 35% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

142%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$8,112,744

Flat from 2024

Net Assets

$8,112,744

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin43rd percentile

Revenue

Flat

$626,505

Flat from 2024

Expenses

Flat

$612,010

Flat from 2024

Net Income

Flat

$14,495

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth35th 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: $12023Assets 2024: $8,112,744Liabilities 2024: $0Net Assets 2024: $8,112,7442024Assets 2024: $8,112,744Liabilities 2024: $12024Assets 2025: $8,054,005Liabilities 2025: $0Net Assets 2025: $8,054,0052025

Highlighted filing

2024

Assets$8,112,744
Liabilities$0
Net Assets$8,112,744
Open 2024 Filing

Operations Trend

Revenue Growth90th 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 2024: $626,505Expenses 2024: $612,010Net Income 2024: $14,4952024Revenue 2024: $626,505Expenses 2024: $612,010Net Income 2024: $14,4952024Revenue 2025: $511,558Expenses 2025: $561,999Net Income 2025: -$50,4412025

Highlighted filing

2024

Revenue$626,505
Expenses$612,010
Net Income$14,495
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC RODRIGUECo-Trustee-$44,199-$44,199
MARTHA RODRIGUECo-Trustee-$44,199-$44,199
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
2024-11-14
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
8059694167
Raw XML Appendix298 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/PersonNm0MARC RODRIGUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTHA RODRIGUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BEAUFORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MONROVIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192663
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd229901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0456000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0574810
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0594393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt082391
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019583
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt062808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt062808
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0574810
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062808
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082391
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MULLEN & HENZELL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010591
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010591
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BASIS ADJUSTMENT ON PORTFOLIO PER BROKER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PURCHASED BOND INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SALES OF ASSETS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0625
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112283
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt28
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212283
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIRST REPUBLIC, INVESTMENT BROKER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024284
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC RODRIGUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRISWOLD CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0GRIS
ReturnHeader/Filer/EIN0776135696
ReturnHeader/Filer/PhoneNum08054529520
ReturnHeader/Filer/USAddress/AddressLine1Txt0816 ARBOLADO ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300610907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCROGGS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01809 CLIFF DRIVE UNIT E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093109
ReturnHeader/PreparerPersonGrp/PhoneNum08059694167
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathy J Scroggs CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T11:15:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,112,744
Liabilities
$0
Net assets
$8,112,744
Revenue
$626,505
Expenses
$612,010
Net income
$14,495
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
2024Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.63$0.61$0.01
2024Summary only. Only limited summary data is available for this year.$8.11$0.00$0.63$0.61$0.01
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