Civic Intelligence

Kathryn Hattox Charitable Trust

990PF • Fiscal year 2020 • EIN 82-6861805

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
4227 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

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

54.99x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

1st percentile

-6731%

Higher net margin than 1% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$60,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 433.6% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

14th percentile

-4.5%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$14,095,631

Down $664,467 (-4.5%) from 2019

Net Assets

Down

$13,334,579

Down $787,450 (-5.6%) from 2019

Liabilities

Up

$761,052

Up $122,983 (+19%) from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$13,839

Down $261,654 (-95%) from 2019

Expenses

Up

$945,385

Up $191,484 (+25%) from 2019

Net Income

Down

-$931,546

Down $453,138 (-95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2020

Assets$14,095,631
Liabilities$761,052
Net Assets$13,334,579
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

2020

Revenue$13,839
Expenses$945,385
Net Income-$931,546
Open 2020 Filing
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 Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA MAASTrusteePT$60,000-$60,000
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.

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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2233 A STREET SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 121390
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN DIEGO
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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
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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

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,095,631
Liabilities
$761,052
Net assets
$13,334,579
Revenue
$13,839
Expenses
$945,385
Net income
-$931,546
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