Civic Intelligence

Katherine Baxter Memorial Foundation

990PF • Fiscal year 2019 • EIN 33-0522589

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 24, 2022

225 E 3rd AveEscondido, CA 92025

(760) 747-3200

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

99th percentile

5842%

Faster asset growth than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

7275%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$385,140

Up $378,658 (+5842%) from 2018

Net Assets

Up

$385,140

Up $378,658 (+5842%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$392,181

Up $386,863 (+7275%) from 2018

Expenses

Up

$13,523

Up $5,905 (+78%) from 2018

Net Income

Up

$378,658

Up $380,958 (+16563%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$385,140
Liabilities$0
Net Assets$385,140

Operations Trend

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

2019

Revenue$392,181
Expenses$13,523
Net Income$378,658
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 24, 2022
Return Version
2019v5.0
Compensation and Service Providers

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
7607473200
Address
225 E 3RD AVE, ESCONDIDO, CA 92025

Signing Officer

Name
Randolph Ortlieb
Title
Trustee
Signed
2022-07-24
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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PALOMAR FAMILY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DIAL-A- PRAYER MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GREEN OAK RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PATRICK HENRY ALUMNI ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4YOUNG LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5NO KID HUNGRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6EPILEPSY FOUNDATION OF SAN DIEGO CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01050 N BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12448 ALEXANDER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21237 GREEN OAK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36702 WANDEMERE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 500941
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt59455 WAPLES STREET SUITE 135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62055 EL CAJON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VISTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06250
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt066048
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064385
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt080492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039063
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0144877
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0146540
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARTIN B ORTLIEB TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 267
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA ANA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092702
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0382434
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0328982
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS MARKETABLE SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-09-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0185
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt197
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDOLPH ORTLIEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE BAXTER MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0330522589
ReturnHeader/Filer/PhoneNum07607473200
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/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192950255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES H LAMB JR
ReturnHeader/ReturnTs02022-07-25T08:41:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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