Kathryn Hattox Charitable Trust

990PF • Fiscal year 2022 • EIN 82-6861805

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 24, 2023

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.

0.05x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

1.03x

Higher debt load relative to revenue than 83% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

-35%

Higher net margin than 13% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

$100,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

-2.6%

Faster asset growth than 41% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

21%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets44th percentile

Assets

Flat

$13,363,509

Flat from 2022

Net Assets

$12,653,055

No earlier filing loaded for comparison.

Liabilities

Flat

$710,454

Flat from 2022

Revenue And Expenses

Liabilities / Revenue83rd percentile Net Margin13th percentile

Revenue

Flat

$688,679

Flat from 2022

Expenses

Flat

$931,951

Flat from 2022

Net Income

Flat

-$243,272

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2022

Assets$13,363,509

Liabilities$710,454

Net Assets$12,653,055

Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

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

Highlighted filing

2022

Revenue$688,679

Expenses$931,951

Net Income-$243,272

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Jul 24, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay37th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SYLVIA MAAS	Trustee	-	$100,000	-	$100,000

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: 2023-07-24

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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	213136
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1363 OLD GLOBE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	233 A STREET SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 122107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1455 FRAZEE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	92108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	710454
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/QualifyingDistributionsAmt	0	710454
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	710454
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	710454
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	29876
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	BOOK-TO-TAX DIFFERENCE
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	4226
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	1094
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	NONDIVIDEND DISTRIBUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	FUNDS RECEIVED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	96929
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	96929
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	96929
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	100
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	2857
TaxesSchedule/TaxesDetail/Amt	0	12692
TaxesSchedule/TaxesDetail/Amt	1	100
TaxesSchedule/TaxesDetail/Amt	2	2857
TaxesSchedule/TaxesDetail/CategoryTxt	0	DEPARTMENT OF TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt	1	CA SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	2857
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SYLVIA MAAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6198237356
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KATHRYN HATTOX CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	KATH
ReturnHeader/Filer/EIN	0	826861805
ReturnHeader/Filer/PhoneNum	0	6198237356
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4227 CORONADO AVE
ReturnHeader/Filer/USAddress/CityNm	0	SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	461621021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LANG & BROWN CPAS ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3990 OLD TOWN AVE STE A-206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	921102982
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6192241050
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARC W BROWN CPA
ReturnHeader/ReturnTs	0	2023-07-25T16:14:38-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	SYLVIA A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	MAAS
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $13,363,509
Liabilities: $710,454
Net assets: $12,653,055
Revenue: $688,679
Expenses: $931,951
Net income: -$243,272

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$13.4	$0.71	$12.7	$0.69	$0.93	$0.24
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