Civic Intelligence

Kathryn Hattox Charitable Trust

EIN 82-6861805 • San Diego, CA

4227 Coronado AveSan Diego, CA 92107
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.05x

Higher debt load relative to assets than 44% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.58x

Higher debt load relative to revenue than 76% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

73rd percentile

25%

Higher net margin than 73% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$106,080

Higher top officer pay than 37% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

47th percentile

3.2%

Faster asset growth than 47% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

429%

Faster revenue growth than 96% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$13,363,509

Down $349,801 (-2.6%) from 2021

Liabilities

Down

$710,454

Down $81,973 (-10%) from 2021

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue76th percentileNet Margin73rd percentile

Revenue

Up

$688,679

Up $120,525 (+21%) from 2021

Expenses

Down

$931,951

Down $53,557 (-5.4%) from 2021

Net Income

Up

-$243,272

Up $174,082 (+42%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2019: $14,760,098Liabilities 2019: $638,069Net Assets 2019: $14,122,0292019Assets 2020: $14,095,631Liabilities 2020: $761,052Net Assets 2020: $13,334,5792020Assets 2021: $13,713,310Liabilities 2021: $792,427Net Assets 2021: $12,920,8832021Assets 2022: $13,363,509Liabilities 2022: $710,4542022

Highlighted filing

2022

Assets$13,363,509
Liabilities$710,454
Net Assets-
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $275,493Expenses 2019: $753,901Net Income 2019: -$478,4082019Revenue 2020: $13,839Expenses 2020: $945,385Net Income 2020: -$931,5462020Revenue 2021: $568,154Expenses 2021: $985,508Net Income 2021: -$417,3542021Revenue 2022: $688,679Expenses 2022: $931,951Net Income 2022: -$243,2722022

Highlighted filing

2022

Revenue$688,679
Expenses$931,951
Net Income-$243,272
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$13,363,509
Liabilities
$710,454
Net assets
-
Revenue
$688,679
Expenses
$931,951
Net income
-$243,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$13.4$0.71$0.69$0.93$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.79$12.9$0.57$0.99$0.42
2020Detailed filing. Detailed filing data is available for this year.$14.1$0.76$13.3$0.01$0.95$0.93
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.64$14.1$0.28$0.75$0.48
Latest Detailed Filing

The latest 2022 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA MAASTrusteePT$60,000-$60,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE OLD GLOBE THEATERGENERAL SUPPORTEXEMPTSAN DIEGO, CA, US$304,421
Paid GrantWEDEFORTH ENDOWMENT FUND OF THE SAN DIEGO ZOOLOGICAL SOCIETYGENERAL SUPPORT-SAN DIEGO, CA, US$228,316
Paid GrantSAN DIEGO OPERA ASSOCIATIONGENERAL SUPPORTEXEMPTSAN DIEGO, CA, US$152,210
Paid GrantSAN DIEGO NATURAL HISTORY MUSEUMGENERAL SUPPORTEXEMPTSAN DIEGO, CA, US$76,105
Filing and Contact Details

Filer

Filer Name
Kathryn Hattox Charitable Trust
EIN
82-6861805
Phone
6198237356
Address
4227 CORONADO AVE, SAN DIEGO, CA 92107

Signing Officer

Name
Sylvia Maas
Title
Trustee
Phone
6198237356
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Lang & Brown Cpas Accountancy Corp
Address
3990 OLD TOWN AVE STE A-206, SAN DIEGO, CA 92110-2982
Preparer
Marc W Brown CPA
Phone
6192241050
Raw XML Appendix327 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt376105
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE OLD GLOBE THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WEDEFORTH ENDOWMENT FUND OF THE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAN DIEGO OPERA ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAN DIEGO NATURAL HISTORY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0SAN DIEGO ZOOLOGICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01363 OLD GLOBE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 120551
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2233 A STREET SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 121390
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN 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/ZIPCd092101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0761052
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/QualifyingDistributionsAmt0761052
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0761052
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0761052
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01877
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01877
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01877
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0144096
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADDITIONAL FUNDING OF TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt092391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt092391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt092391
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt06326
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt175
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2549
TaxesSchedule/TaxesDetail/Amt06326
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt2549
TaxesSchedule/TaxesDetail/CategoryTxt0CA FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1CA SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06326
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt175
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2549
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA MAAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06198237356
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHRYN HATTOX CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0826861805
ReturnHeader/Filer/PhoneNum06198237356
ReturnHeader/Filer/USAddress/AddressLine1Txt04227 CORONADO AVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461621021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANG & BROWN CPAS ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03990 OLD TOWN AVE STE A-206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921102982
ReturnHeader/PreparerPersonGrp/PhoneNum06192241050
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC W BROWN CPA
ReturnHeader/ReturnTs02021-11-15T10:00:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SYLVIA A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAAS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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