Civic Intelligence

Kathryn Hattox Charitable Trust

990PF • Fiscal year 2021 • EIN 82-6861805

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

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

45th percentile

0.06x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

1.39x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

5th percentile

-73%

Higher net margin than 5% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

31st percentile

$65,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

14th percentile

-2.7%

Faster asset growth than 14% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

4005%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$13,713,310

Down $382,321 (-2.7%) from 2020

Net Assets

Down

$12,920,883

Down $413,696 (-3.1%) from 2020

Liabilities

Up

$792,427

Up $31,375 (+4.1%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin5th percentile

Revenue

Up

$568,154

Up $554,315 (+4005%) from 2020

Expenses

Up

$985,508

Up $40,123 (+4.2%) from 2020

Net Income

Up

-$417,354

Up $514,192 (+55%) from 2020

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

2021

Assets$13,713,310
Liabilities$792,427
Net Assets$12,920,883
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$568,154
Expenses$985,508
Net Income-$417,354
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA MAASTrustee-$65,000-$65,000
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
2022-11-07

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
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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/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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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/TotalGrantOrContriPdDurYrAmt0792427
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/QualifyingDistributionsAmt0792427
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0792427
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0792427
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03658
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK-TO-TAX DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0102208
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0102208
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0102208
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0CA FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1CA SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA MAAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06198237356
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
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/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC W BROWN CPA
ReturnHeader/ReturnTs02022-11-08T11:53:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SYLVIA A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAAS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,713,310
Liabilities
$792,427
Net assets
$12,920,883
Revenue
$568,154
Expenses
$985,508
Net income
-$417,354
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
2021Detailed filing. Detailed filing data is available for this year.$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