Civic Intelligence

Kathryn Hattox Charitable Trust

990PF • Fiscal year 2019 • EIN 82-6861805

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

Organization Profile
7227 Coronado AveSan Diego, CA 92107

(619) 823-7356

Siviq Scores

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

Liabilities / Assets

39th percentile

0.04x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

2.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

3rd percentile

-174%

Higher net margin than 3% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$32,500

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

$14,760,098

No earlier filing loaded for comparison.

Net Assets

$14,122,029

No earlier filing loaded for comparison.

Liabilities

$638,069

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin3rd percentile

Revenue

$275,493

No earlier filing loaded for comparison.

Expenses

$753,901

No earlier filing loaded for comparison.

Net Income

-$478,408

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$14,760,098
Liabilities$638,069
Net Assets$14,122,029
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$275,493
Expenses$753,901
Net Income-$478,408
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA MAASTrusteePT$32,500-$32,500
Filing and Contact Details

Filer

Filer Name
Kathryn Hattox Charitable Trust
EIN
82-6861805
Phone
6198237356
Address
7227 CORONADO AVE, SAN DIEGO, CA 92107

Signing Officer

Name
Sylvia Maas
Title
Trustee
Phone
6198237356
Signed
2020-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Lang & Brown Cpas Accountancy Corp
Address
3910 CHAPMAN ST STE B, SAN DIEGO, CA 92110
Preparer
Marc W Brown CPA
Phone
6192241050
Raw XML Appendix352 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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TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0CA FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1CA SECRETARY OF STATE
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA MAAS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHRYN HATTOX CHARITABLE TRUST
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ReturnHeader/Filer/PhoneNum06198237356
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:52:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461621021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANG & BROWN CPAS ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03910 CHAPMAN ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092110
ReturnHeader/PreparerPersonGrp/PhoneNum06192241050
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC W BROWN CPA
ReturnHeader/ReturnTs02020-10-28T13:52:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,760,098
Liabilities
$638,069
Net assets
$14,122,029
Revenue
$275,493
Expenses
$753,901
Net income
-$478,408
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
2019Detailed filing. Detailed filing data is available for this year.$14.8$0.64$14.1$0.28$0.75$0.48