Civic Intelligence

Katherine Baxter Memorial Foundation

990PF • Fiscal year 2017 • EIN 33-0522589

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 27, 2018

Organization Profile
225 E 3rd AveEscondido, CA 92025

(760) 747-2202

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-87%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-51%

Faster asset growth than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$8,782

Down $9,040 (-51%) from 2016

Net Assets

Down

$8,782

Down $9,040 (-51%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$10,431

Up $2,436 (+30%) from 2016

Expenses

Down

$19,471

Down $10,712 (-35%) from 2016

Net Income

Up

-$9,040

Up $13,148 (+59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$400K$300K$200K$100K$0Assets 2013: $148,274Liabilities 2013: $0Net Assets 2013: $148,2742013Assets 2014: $57,422Liabilities 2014: $0Net Assets 2014: $57,4222014Assets 2015: $29,301Liabilities 2015: $0Net Assets 2015: $29,3012015Assets 2016: $17,822Liabilities 2016: $0Net Assets 2016: $17,8222016Assets 2017: $8,782Liabilities 2017: $0Net Assets 2017: $8,7822017Assets 2018: $6,482Liabilities 2018: $0Net Assets 2018: $6,4822018Assets 2019: $385,140Liabilities 2019: $0Net Assets 2019: $385,1402019Assets 2020: $367,463Liabilities 2020: $0Net Assets 2020: $367,4632020Assets 2021: $372,502Liabilities 2021: $0Net Assets 2021: $372,5022021Assets 2022: $355,534Liabilities 2022: $0Net Assets 2022: $355,5342022Assets 2023: $347,772Liabilities 2023: $0Net Assets 2023: $347,7722023Assets 2024: $324,594Liabilities 2024: $0Net Assets 2024: $324,5942024

Highlighted filing

2017

Assets$8,782
Liabilities$0
Net Assets$8,782
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$400K$200K$0-$200KRevenue 2013: $15,896Expenses 2013: $103,301Net Income 2013: -$87,4052013Revenue 2014: $8,258Expenses 2014: $80,439Net Income 2014: -$72,1812014Revenue 2015: $22,395Expenses 2015: $50,363Net Income 2015: -$27,9682015Revenue 2016: $7,995Expenses 2016: $30,183Net Income 2016: -$22,1882016Revenue 2017: $10,431Expenses 2017: $19,471Net Income 2017: -$9,0402017Revenue 2018: $5,318Expenses 2018: $7,618Net Income 2018: -$2,3002018Revenue 2019: $392,181Expenses 2019: $13,523Net Income 2019: $378,6582019Revenue 2020: $5,913Expenses 2020: $23,590Net Income 2020: -$17,6772020Revenue 2021: $31,574Expenses 2021: $26,535Net Income 2021: $5,0392021Revenue 2022: $8,363Expenses 2022: $26,100Net Income 2022: -$17,7372022Revenue 2023: $9,113Expenses 2023: $18,014Net Income 2023: -$8,9012023Revenue 2024: $17,271Expenses 2024: $35,745Net Income 2024: -$18,4742024

Highlighted filing

2017

Revenue$10,431
Expenses$19,471
Net Income-$9,040
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDOLPH ORTLIEBTrustee-$0--
PATRICIA P ORTLIEBTrustee-$0--
FREDERICK M ORTLIEBTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Katherine Baxter Memorial Foundation
EIN
33-0522589
Phone
7607472202
Address
225 E 3RD AVE, ESCONDIDO, CA 92025

Signing Officer

Name
Randolph Ortlieb
Title
Trustee
Signed
2018-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Lamb & Meyer APC
Address
1761 Hotel Circle S Suite 100, San Diego, CA 92108-3318
Preparer
James H Lamb Jr
Phone
6192950255
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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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01178
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01178
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt066048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt088364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt049698
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0229099
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt039063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt066048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt088364
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016779
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015601
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0278797
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0263196
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0349
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0583
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0583
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0583
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt192
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDOLPH ORTLIEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE BAXTER MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0330522589
ReturnHeader/Filer/PhoneNum07607472202
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 E 3RD AVE
ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200480664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lamb & Meyer APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01761 Hotel Circle S Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921083318
ReturnHeader/PreparerPersonGrp/PhoneNum06192950255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES H LAMB JR
ReturnHeader/ReturnTs02018-10-31T16:34:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,782
Liabilities
$0
Net assets
$8,782
Revenue
$10,431
Expenses
$19,471
Net income
-$9,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.17$0.36$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.09$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.08$0.26$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.32$0.27$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.06$0.24$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$3.92$0.14$3.79
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.05$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.19$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.08$0.30$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.22$0.50$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.08$0.80$0.72
2013Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.16$1.03$0.87