Civic Intelligence

Battistone Foundation

990PF • Fiscal year 2023 • EIN 95-6225967

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
PO Box 3858Santa Barbara, CA 93130

(805) 965-2250

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.06x

Higher debt load relative to revenue than 34% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

60th percentile

8.7%

Higher net margin than 60% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$304,984

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

42nd percentile

2.1%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

3.7%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Flat

$11,765,904

Flat from 2023

Net Assets

$11,607,174

No earlier filing loaded for comparison.

Liabilities

Flat

$158,730

Flat from 2023

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin60th percentile

Revenue

Flat

$2,607,211

Flat from 2023

Expenses

Flat

$2,380,361

Flat from 2023

Net Income

Flat

$226,850

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$15M$10M$5.0M$0Assets 2011: $11,311,869Liabilities 2011: $10,3682011Assets 2012: $11,093,295Liabilities 2012: $4,8872012Assets 2013: $11,054,087Liabilities 2013: $15,7042013Assets 2014: $11,099,711Liabilities 2014: $9,451Net Assets 2014: $11,090,2602014Assets 2015: $10,604,600Liabilities 2015: $6,575Net Assets 2015: $10,598,0252015Assets 2016: $10,382,300Liabilities 2016: $1,123Net Assets 2016: $10,381,1772016Assets 2018: $10,612,272Liabilities 2018: $116,847Net Assets 2018: $10,495,4252018Assets 2019: $10,706,122Liabilities 2019: $130,170Net Assets 2019: $10,575,9522019Assets 2020: $10,849,625Liabilities 2020: $132,315Net Assets 2020: $10,717,3102020Assets 2021: $11,186,592Liabilities 2021: $135,329Net Assets 2021: $11,051,2632021Assets 2022: $11,527,316Liabilities 2022: $146,992Net Assets 2022: $11,380,3242022Assets 2023: $11,765,904Liabilities 2023: $158,730Net Assets 2023: $11,607,1742023Assets 2023: $11,765,904Liabilities 2023: $158,7302023Assets 2024: $11,892,816Liabilities 2024: $171,612Net Assets 2024: $11,721,2042024

Highlighted filing

2023

Assets$11,765,904
Liabilities$158,730
Net Assets$11,607,174
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,566,737Expenses 2011: $1,668,807Net Income 2011: -$102,0702011Revenue 2012: $1,457,030Expenses 2012: $1,670,123Net Income 2012: -$213,0932012Revenue 2013: $1,620,661Expenses 2013: $1,670,686Net Income 2013: -$50,0252013Revenue 2014: $1,934,333Expenses 2014: $1,882,456Net Income 2014: $51,8772014Revenue 2015: $1,622,096Expenses 2015: $2,114,331Net Income 2015: -$492,2352015Revenue 2016: $1,693,089Expenses 2016: $1,909,937Net Income 2016: -$216,8482016Revenue 2018: $2,020,152Expenses 2018: $1,827,916Net Income 2018: $192,2362018Revenue 2019: $2,035,371Expenses 2019: $1,954,844Net Income 2019: $80,5272019Revenue 2020: $2,068,621Expenses 2020: $1,927,263Net Income 2020: $141,3582020Revenue 2021: $2,293,183Expenses 2021: $1,959,230Net Income 2021: $333,9532021Revenue 2022: $2,513,686Expenses 2022: $2,184,625Net Income 2022: $329,0612022Revenue 2023: $2,607,211Expenses 2023: $2,380,361Net Income 2023: $226,8502023Revenue 2023: $2,607,211Expenses 2023: $2,380,361Net Income 2023: $226,8502023Revenue 2024: $2,686,503Expenses 2024: $2,572,473Net Income 2024: $114,0302024

Highlighted filing

2023

Revenue$2,607,211
Expenses$2,380,361
Net Income$226,850
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY HILLChief Executive OfficerFT$165,377$139,607$304,984
J ROGER BATTISTONETrustee/Retired CEOPT$36,000-$36,000
DONA KIRBYTrusteePT$36,000-$36,000
CHAD STEVENSTrusteePT$36,000-$36,000
DANN BATTISTONETrusteePT$36,000-$36,000
Filing and Contact Details

Filer

Filer Name
Battistone Foundation
EIN
95-6225967
Phone
8059652250
Address
PO BOX 3858, SANTA BARBARA, CA 93130

Signing Officer

Name
Cindy Battistone Hill
Title
Chief Executive Officer
Phone
8059652250
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML AppendixShowing 400 of 652 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINE 1(A)(3)
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION UTILTIZES THE SERVICES OF CINDY HILL AS RESIDENT MANAGER; MRS. HILL IS THE CHIEF EXECUTIVE OFFICER AND TRUSTEE OF THE FOUNDATION. AS A CONDITION OF MRS. HILL'S EMPLOYMENT AS RESIDENT MANAGER, SHE IS REQUIRED TO RESIDE IN THE RESIDENT MANAGER'S RESIDENCE IN ORDER TO PROVIDE INCREASED SERVICES AND SECURITY FOR THE PROPERTIES AND THE FOUNDATION. AS RESIDENT MANAGER, MRS. HILL OCCUPIES THE RESIDENCE RENT-FREE. THE FMV OF THE RENTAL VALUE FOR THE RESIDENCE IS REPORTED AS COMPENSATION TO MRS. HILL.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt436000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DONA KIRBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHAD STEVENS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE/RETIRED CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21324 DE LA VINA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31324 DE LA VINA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41324 DE LA VINA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd493101
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0195838
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0539959
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0249440
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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0241055
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0255139
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0212024
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0811439
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0811439
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IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt031910501
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IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0756446
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0200109
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0166293
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE BATTISTONE FOUNDATION PROVIDES LOW COST HOUSING FOR THE ELDERLY.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,765,904
Liabilities
$158,730
Net assets
$11,607,174
Revenue
$2,607,211
Expenses
$2,380,361
Net income
$226,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.17$11.7$2.69$2.57$0.11
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.16$11.6$2.61$2.38$0.23
2023Summary only. Only limited summary data is available for this year.$11.8$0.16$2.61$2.38$0.23
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.15$11.4$2.51$2.18$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.14$11.1$2.29$1.96$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.13$10.7$2.07$1.93$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.13$10.6$2.04$1.95$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.12$10.5$2.02$1.83$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$1.69$1.91$0.22
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$1.62$2.11$0.49
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.1$1.93$1.88$0.05
2013Summary only. Only limited summary data is available for this year.$11.1$0.02$1.62$1.67$0.05
2012Summary only. Only limited summary data is available for this year.$11.1$0.00$1.46$1.67$0.21
2011Summary only. Only limited summary data is available for this year.$11.3$0.01$1.57$1.67$0.10