Civic Intelligence

Kathleen Maurer Foundation

990PF • Fiscal year 2016 • EIN 47-1616467

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 02, 2017

Organization Profile
PO Box 14417Long Beach, CA 90853

(949) 951-3200

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-148%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$3,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,225,076

Up $1,225,076 from 2015

Net Assets

Up

$1,225,076

Up $1,225,076 from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Up

$14,200

Up $14,200 from 2015

Expenses

Up

$35,239

Up $35,239 from 2015

Net Income

Down

-$21,039

Down $21,039 from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $1,225,076Liabilities 2016: $0Net Assets 2016: $1,225,0762016Assets 2017: $1,163,848Liabilities 2017: $0Net Assets 2017: $1,163,8482017Assets 2018: $1,175,390Liabilities 2018: $0Net Assets 2018: $1,175,3902018Assets 2019: $1,148,702Liabilities 2019: $0Net Assets 2019: $1,148,7022019Assets 2020: $1,179,778Liabilities 2020: $0Net Assets 2020: $1,179,7782020Assets 2021: $1,211,853Liabilities 2021: $1Net Assets 2021: $1,211,8522021Assets 2022: $1,145,526Liabilities 2022: $0Net Assets 2022: $1,145,5262022Assets 2023: $1,063,115Liabilities 2023: $0Net Assets 2023: $1,063,1152023Assets 2024: $1,105,003Liabilities 2024: $0Net Assets 2024: $1,105,0032024

Highlighted filing

2016

Assets$1,225,076
Liabilities$0
Net Assets$1,225,076
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $14,200Expenses 2016: $35,239Net Income 2016: -$21,0392016Revenue 2017: $67,829Expenses 2017: $135,581Net Income 2017: -$67,7522017Revenue 2018: $93,074Expenses 2018: $136,610Net Income 2018: -$43,5362018Revenue 2019: $69,517Expenses 2019: $96,205Net Income 2019: -$26,6882019Revenue 2020: $96,330Expenses 2020: $65,254Net Income 2020: $31,0762020Revenue 2021: $124,890Expenses 2021: $92,816Net Income 2021: $32,0742021Revenue 2022: $58,434Expenses 2022: $124,760Net Income 2022: -$66,3262022Revenue 2023: $31,006Expenses 2023: $113,417Net Income 2023: -$82,4112023Revenue 2024: $188,828Expenses 2024: $146,940Net Income 2024: $41,8882024

Highlighted filing

2016

Revenue$14,200
Expenses$35,239
Net Income-$21,039
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann RorrerCEO/Trustee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Kathleen Maurer Foundation
EIN
47-1616467
Phone
9499513200
Address
PO BOX 14417, LONG BEACH, CA 90853

Signing Officer

Name
Ann Rorrer
Title
CEO/director/tt
Signed
2017-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Carpenter Petersen & Associates CPAS
Address
26020 Towne Centre Drive, Foothill Ranch, CA 92610
Preparer
Gino Galante
Phone
9499513200
Raw XML Appendix290 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/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM 990-PF, PART XIII UNDISTRIBUTED INCOME THE KATHLEEN MAURER FOUNDATION IS A TRANSFEREE FOUNDATION UNDER IRC SEC 507 AND WILL POSSESS THE ATTRIBUTES AND CHARACTERISTICS OF THE TRANSFEROR ORGANIZATION UNDER REVENUE RULING 2002-28. THE TRANSFEROR ORGANIZATION IS THE KATHLEEN MCDONNELL-MAURER FOUNDATION. THE AMOUNT IN ITEM #3 $73,011 IS THE EXCESS DISTRIBUTION FROM THE TRANSFEROR ORGANIZATION
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt033780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt073011
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt033780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039231
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029401
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039231
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073011
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MEALS & ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PO BOX DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0133
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1105
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01688
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt12189
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXEMPT INTEREST DIVIDEND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01688
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt12189
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01688
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12189
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01246115
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRUST FUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05726
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1224
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PAYROLL ADMIN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1224
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05726
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0112
TaxesSchedule/TaxesDetail/Amt1509
TaxesSchedule/TaxesDetail/Amt2230
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0509
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1230
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0112
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Rorrer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/DIRECTOR/TT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHLEEN MAURER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0471616467
ReturnHeader/Filer/PhoneNum09499513200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14417
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090853
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carpenter Petersen & Associates CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026020 Towne Centre Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Foothill Ranch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092610
ReturnHeader/PreparerPersonGrp/PhoneNum09499513200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gino Galante
ReturnHeader/ReturnTs02017-08-02T07:18:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,225,076
Liabilities
$0
Net assets
$1,225,076
Revenue
$14,200
Expenses
$35,239
Net income
-$21,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.19$0.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.10$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.09$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00