Civic Intelligence

Griswold Charitable Trust Co M Rodrigue

990PF • Fiscal year 2018 • EIN 77-6135696

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 2018

Organization Profile
816 Arbolado RoadSanta Barbara, CA 93103

(805) 969-4764

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.05x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$40,394

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

65th percentile

5.4%

Faster asset growth than 65% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$8,039,669

Up $410,920 (+5.4%) from 2017

Net Assets

Up

$7,985,669

Up $356,920 (+4.7%) from 2017

Liabilities

Up

$54,000

Up $54,000 from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin83rd percentile

Revenue

Up

$1,031,835

Up $333,332 (+48%) from 2017

Expenses

Up

$674,915

Up $53,276 (+8.6%) from 2017

Net Income

Up

$356,920

Up $280,056 (+364%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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: $12024Assets 2025: $8,054,005Liabilities 2025: $0Net Assets 2025: $8,054,0052025

Highlighted filing

2018

Assets$8,039,669
Liabilities$54,000
Net Assets$7,985,669
Open 2018 Filing

Operations Trend

Revenue Growth86th 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 2025: $511,558Expenses 2025: $561,999Net Income 2025: -$50,4412025

Highlighted filing

2018

Revenue$1,031,835
Expenses$674,915
Net Income$356,920
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL C RODRIGUETrusteePT$40,394-$40,394
MARC RODRIGUECo-Trustee-$20,229-$20,229
MARTHA RODRIGUECo-Trustee-$20,229-$20,229
Filing and Contact Details

Filer

Filer Name
Griswold Charitable Trust
EIN
77-6135696
Phone
8059694764
Address
816 ARBOLADO ROAD, SANTA BARBARA, CA 93103

Signing Officer

Name
Marc Rodrigue
Title
Co-trustee
Signed
2018-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Kathy J Scroggs CPA
Address
1260 Coast Village Circle, SANTA BARBARA, CA 93108
Preparer
Kathy J Scroggs CPA
Phone
8059694764
Raw XML AppendixShowing 400 of 592 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5750.000 VANGUARD INFO TECH ETF
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-12-28
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06376486
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08039669
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0325271
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010387200
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0160687
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010551784
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010712471
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt220229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL C RODRIGUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARC RODRIGUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARTHA RODRIGUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0816 ARBOLADO ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1816 ARBOLADO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2816 ARBOLADO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293103
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0534311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0543289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0510071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0579668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0498905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0494217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0535687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05483
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010551784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010048067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010387422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010819368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt010819368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09770656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0569526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253185
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0560548
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0569526
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt08978
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0569526
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt013
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INCOME IS USED TO MAKE CONTRIBUTIONS TO CHARITIES FOR THE USE OF THE CHARITIES IN FURTHERING THEIR EXEMPT FUNCTION.
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01260 COAST VILLAGE CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0931082790
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SCROGGS & ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/PhoneNum08059694764
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,039,669
Liabilities
$54,000
Net assets
$7,985,669
Revenue
$1,031,835
Expenses
$674,915
Net income
$356,920
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
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
2018Detailed filing. Detailed filing data is available for this year.$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