Katherine Baxter Memorial Foundation

990PF • Fiscal year 2020 • EIN 33-0522589

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 22, 2022

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.

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-299%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-4.6%

Faster asset growth than 34% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-98%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$367,463

Down $17,677 (-4.6%) from 2019

Net Assets

Down

$367,463

Down $17,677 (-4.6%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin5th percentile

Revenue

Down

$5,913

Down $386,268 (-98%) from 2019

Expenses

$23,590

Up $10,067 (+74%) from 2019

Net Income

Down

-$17,677

Down $396,335 (-105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2020

Assets$367,463

Liabilities$0

Net Assets$367,463

Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2020

Revenue$5,913

Expenses$23,590

Net Income-$17,677

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Oct 22, 2022
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RANDOLPH ORTLIEB	Trustee	-	$0	-	-
FREDERICK M ORTLIEB	Trustee	-	$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: 2022-10-22
Discuss with paid preparer: Yes

Preparer

Firm: Lamb & Meyer APC
Address: 1761 Hotel Circle S Suite 100, San Diego, CA 92108
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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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	54
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RANDOLPH ORTLIEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KATHERINE BAXTER MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	KATH
ReturnHeader/Filer/EIN	0	330522589
ReturnHeader/Filer/PhoneNum	0	7607472202
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	225 E 3RD AVE
ReturnHeader/Filer/USAddress/CityNm	0	ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	200480664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Lamb & Meyer APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1761 Hotel Circle S Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92108
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6192950255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES H LAMB JR
ReturnHeader/ReturnTs	0	2022-10-22T12:22:33-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	RANDOLPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	ORTLIEB
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $367,463
Liabilities: $0
Net assets: $367,463
Revenue: $5,913
Expenses: $23,590
Net income: -$17,677

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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