Civic Intelligence

Maxwellkb Charitable Foundation

990PF • Fiscal year 2023 • EIN 37-1652908

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 09, 2024

Organization Profile
21700 Oxnard Street 950Woodland Hills, CA 91367

(818) 719-9020

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

80%

Higher net margin than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

89th percentile

39%

Faster asset growth than 89% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

177%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,050,055

Up $295,487 (+39%) from 2022

Net Assets

Up

$1,047,122

Up $309,824 (+42%) from 2022

Liabilities

Down

$2,933

Down $14,337 (-83%) from 2022

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin94th percentile

Revenue

Up

$386,028

Up $246,703 (+177%) from 2022

Expenses

Down

$76,644

Down $77,116 (-50%) from 2022

Net Income

Up

$309,384

Up $323,819 (+2243%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $250,000Liabilities 2011: $16,5742011Assets 2012: $452,817Liabilities 2012: $26,8142012Assets 2013: $514,153Liabilities 2013: $7,521Net Assets 2013: $506,6322013Assets 2014: $471,687Liabilities 2014: $7,140Net Assets 2014: $464,5472014Assets 2015: $485,253Liabilities 2015: $19,723Net Assets 2015: $465,5302015Assets 2016: $601,437Liabilities 2016: $15,819Net Assets 2016: $585,6182016Assets 2017: $634,247Liabilities 2017: $35,853Net Assets 2017: $598,3942017Assets 2018: $665,420Liabilities 2018: $17,639Net Assets 2018: $647,7812018Assets 2019: $693,428Liabilities 2019: -$1,562Net Assets 2019: $694,9902019Assets 2020: $739,101Liabilities 2020: $0Net Assets 2020: $739,1012020Assets 2021: $764,041Liabilities 2021: $12,654Net Assets 2021: $751,3872021Assets 2022: $754,568Liabilities 2022: $17,270Net Assets 2022: $737,2982022Assets 2023: $1,050,055Liabilities 2023: $2,933Net Assets 2023: $1,047,1222023Assets 2024: $1,408,763Liabilities 2024: $0Net Assets 2024: $1,408,7632024

Highlighted filing

2023

Assets$1,050,055
Liabilities$2,933
Net Assets$1,047,122
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$200K$0-$200KRevenue 2011: $250,000Expenses 2011: $16,574Net Income 2011: $233,4262011Revenue 2012: $303,248Expenses 2012: $110,671Net Income 2012: $192,5772012Revenue 2013: $264,865Expenses 2013: $184,236Net Income 2013: $80,6292013Revenue 2014: $224,528Expenses 2014: $266,613Net Income 2014: -$42,0852014Revenue 2015: $338,541Expenses 2015: $337,558Net Income 2015: $9832015Revenue 2016: $306,324Expenses 2016: $186,236Net Income 2016: $120,0882016Revenue 2017: $251,724Expenses 2017: $238,948Net Income 2017: $12,7762017Revenue 2018: $224,481Expenses 2018: $175,094Net Income 2018: $49,3872018Revenue 2019: $211,255Expenses 2019: $164,046Net Income 2019: $47,2092019Revenue 2020: $70,466Expenses 2020: $26,355Net Income 2020: $44,1112020Revenue 2021: $84,009Expenses 2021: $69,013Net Income 2021: $14,9962021Revenue 2022: $139,325Expenses 2022: $153,760Net Income 2022: -$14,4352022Revenue 2023: $386,028Expenses 2023: $76,644Net Income 2023: $309,3842023Revenue 2024: $377,576Expenses 2024: $15,770Net Income 2024: $361,8062024

Highlighted filing

2023

Revenue$386,028
Expenses$76,644
Net Income$309,384
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 9, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa BrownPresidentPT$0--
Zakary BrownSecretary-$0--
Lisa BrownDirector-$0--
Zakary BrownTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Benefits children with serious medical conditions by providing setting for them to heal.-Ashford, CT, US$63,529
Paid Grant-school supplies-Ventura, CA, US$1,138
Paid Grant-Guide dog placement.-Sylmar, CA, US$924
Filing and Contact Details

Filer

Filer Name
The MaxwellKB Charitable Foundation
EIN
37-1652908
Phone
8187199020
Address
21700 Oxnard Street 950, Woodland Hills, CA 91367

Signing Officer

Name
Lisa Brown
Title
President
Signed
2024-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Barkin Perren Schwager & Dolan Llp
Address
21700 OXNARD STREET 950, WOODLAND HILLS, CA 91367
Preparer
John P Dolan
Phone
8187199020
Raw XML Appendix288 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lisa Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Zakary Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lisa Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Zakary Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05103 Bellaire Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt121700 Oxnard Street 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25103 Bellaire Avenue
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Benefits children with serious medical conditions by providing setting for them to heal.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Guide dog placement.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2school supplies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Hole in the Wall Gang Camp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Guide Dogs of America
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113445 Glenoaks Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 23371
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293002
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Lisa Brown
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065591
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/AppliedToCurrentYearAmt041777
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0102699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0128232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0142405
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0142405
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0268510
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023814
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0102699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0128232
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065591
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023814
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0410915
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0387101
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Lisa Brown
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05103 Bellaire Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0North Hollywood
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091607
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0381780
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0384
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1829
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt29765
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt375
OtherIncreasesSchedule/OtherIncreasesDetail/Amt069
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1371
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONTAXABLE DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1WASH SALE ADJUSTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt017270
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARDS PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02933
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The MaxwellKB Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MAXW
ReturnHeader/Filer/EIN0371652908
ReturnHeader/Filer/PhoneNum08187199020
ReturnHeader/Filer/USAddress/AddressLine1Txt021700 Oxnard Street 950
ReturnHeader/Filer/USAddress/CityNm0Woodland Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091367
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954069213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARKIN PERREN SCHWAGER & DOLAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021700 OXNARD STREET 950
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08187199020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Dolan
ReturnHeader/ReturnTs02024-11-09T12:48:47-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,050,055
Liabilities
$2,933
Net assets
$1,047,122
Revenue
$386,028
Expenses
$76,644
Net income
$309,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.38$0.02$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.39$0.08$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.02$0.74$0.14$0.15$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.01$0.75$0.08$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.07$0.03$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.21$0.16$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$0.22$0.18$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.04$0.60$0.25$0.24$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.59$0.31$0.19$0.12
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.49$0.02$0.47$0.34$0.34$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$0.22$0.27$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.51$0.26$0.18$0.08
2012Summary only. Only limited summary data is available for this year.$0.45$0.03$0.30$0.11$0.19
2011Summary only. Only limited summary data is available for this year.$0.25$0.02$0.25$0.02$0.23