Kathleen Maurer Foundation

990PF • Fiscal year 2020 • EIN 47-1616467

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 14, 2021

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.

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

32%

Higher net margin than 80% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

$12,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

2.7%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

39%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

$1,179,778

Up $31,076 (+2.7%) from 2019

Net Assets

$1,179,778

Up $31,076 (+2.7%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin80th percentile

Revenue

$96,330

Up $26,813 (+39%) from 2019

Expenses

Down

$65,254

Down $30,951 (-32%) from 2019

Net Income

$31,076

Up $57,764 (+216%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

Highlighted filing

2020

Assets$1,179,778

Liabilities$0

Net Assets$1,179,778

Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

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

Highlighted filing

2020

Revenue$96,330

Expenses$65,254

Net Income$31,076

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Jun 14, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay49th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Ann Rorrer	CEO/Trustee	-	$12,000	-	$12,000

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: 2021-06-14
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

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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	FOR THE MEDICAL ASSISTANCE AND TREATMENT OF CHILDRENS HEALTH ISSUES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	FOR THE HEALTH AND WELFARE OF CHILDREN WITH CANCER AND OTHER DEADLY DISEASES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	917 PINE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1055 WILSHIRE BLVD 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	333 SEVENTH AVENUE SECOND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	NEW YORK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90813
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	90017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	10001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	38105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	20000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	38775
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	88173
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	49398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	26203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	34186
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	33454
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	49398
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	44445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	26203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	18242
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	38775
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	44445
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	93843
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	PO BOX DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	787
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	216
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	787
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	25
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	25058
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	25058
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/Amt	1	1460
TaxesSchedule/TaxesDetail/CategoryTxt	0	OTHER TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	1460
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	Ann Rorrer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CEO/DIRECTOR/TT
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KATHLEEN MAURER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	KATH
ReturnHeader/Filer/EIN	0	471616467
ReturnHeader/Filer/PhoneNum	0	9499513200
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 14417
ReturnHeader/Filer/USAddress/CityNm	0	LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90853
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	330684234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Carpenter Petersen & Associates CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	26020 Towne Centre Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Foothill Ranch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92610
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9499513200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Gino Galante
ReturnHeader/ReturnTs	0	2021-06-14T16:06:21-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Ann
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Rorrer
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: $1,179,778
Liabilities: $0
Net assets: $1,179,778
Revenue: $96,330
Expenses: $65,254
Net income: $31,076

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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