Civic Intelligence

Hazel Heath Horton Philanthropic Trust C/O Wright W Watling

EIN 95-6063288 • Santa Barbara, CA

Post Office Box 40812Santa Barbara, CA 93140-0812
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

16th percentile

-50%

Higher net margin than 16% 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

44th percentile

-5.9%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

120%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$337,473

Down $21,024 (-5.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$337,473

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin16th percentile

Revenue

Up

$41,870

Up $22,871 (+120%) from 2023

Expenses

Down

$62,894

Down $4,274 (-6.4%) from 2023

Net Income

Up

-$21,024

Up $27,145 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2011: $480,258Liabilities 2011: $02011Assets 2012: $494,859Liabilities 2012: $02012Assets 2013: $494,427Liabilities 2013: $02013Assets 2014: $511,346Liabilities 2014: $02014Assets 2017: $583,418Liabilities 2017: $70Net Assets 2017: $583,3482017Assets 2018: $539,131Liabilities 2018: $80Net Assets 2018: $539,0512018Assets 2019: $516,388Liabilities 2019: $90Net Assets 2019: $516,2982019Assets 2020: $526,305Liabilities 2020: $125Net Assets 2020: $526,1802020Assets 2021: $486,461Liabilities 2021: $2,252Net Assets 2021: $484,2092021Assets 2022: $408,943Liabilities 2022: $2,277Net Assets 2022: $406,6662022Assets 2023: $358,497Liabilities 2023: $12023Assets 2024: $337,473Liabilities 2024: $0Net Assets 2024: $337,4732024

Highlighted filing

2024

Assets$337,473
Liabilities$0
Net Assets$337,473
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $6,505Expenses 2011: $34,711Net Income 2011: -$28,2062011Revenue 2012: $55,263Expenses 2012: $40,662Net Income 2012: $14,6012012Revenue 2013: $37,903Expenses 2013: $38,335Net Income 2013: -$4322013Revenue 2014: $60,948Expenses 2014: $39,689Net Income 2014: $21,2592014Revenue 2017: $23,592Expenses 2017: $54,926Net Income 2017: -$31,3342017Revenue 2018: $10,341Expenses 2018: $54,455Net Income 2018: -$44,1142018Revenue 2019: $33,038Expenses 2019: $55,791Net Income 2019: -$22,7532019Revenue 2020: $65,674Expenses 2020: $55,792Net Income 2020: $9,8822020Revenue 2021: $28,553Expenses 2021: $70,524Net Income 2021: -$41,9712021Revenue 2022: $2,291Expenses 2022: $79,689Net Income 2022: -$77,3982022Revenue 2023: $18,999Expenses 2023: $67,168Net Income 2023: -$48,1692023Revenue 2024: $41,870Expenses 2024: $62,894Net Income 2024: -$21,0242024

Highlighted filing

2024

Revenue$41,870
Expenses$62,894
Net Income-$21,024
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$337,473
Liabilities
$0
Net assets
$337,473
Revenue
$41,870
Expenses
$62,894
Net income
-$21,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.42$0.63$0.21
2023Summary only. Only limited summary data is available for this year.$3.58$0.00$0.19$0.67$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.02$4.07$0.02$0.80$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.02$4.84$0.29$0.71$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.00$5.26$0.66$0.56$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$0.33$0.56$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.00$5.39$0.10$0.54$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.00$5.83$0.24$0.55$0.31
2014Summary only. Only limited summary data is available for this year.$5.11$0.00$0.61$0.40$0.21
2013Summary only. Only limited summary data is available for this year.$4.94$0.00$0.38$0.38$0.00
2012Summary only. Only limited summary data is available for this year.$4.95$0.00$0.55$0.41$0.15
2011Summary only. Only limited summary data is available for this year.$4.80$0.00$0.07$0.35$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits