Civic Intelligence

The Donald E & Delia B Baxter Foundation

990PF • Fiscal year 2012 • EIN 95-6029555

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 26, 2013

7915 Via Callendo92009
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

76th percentile

$51,128

Higher top officer pay than 76% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

63rd percentile

5.2%

Faster asset growth than 63% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$20,470,464

Up $1,013,952 (+5.2%) from 2011

Net Assets

$20,461,409

No earlier filing loaded for comparison.

Liabilities

Up

$9,055

Up $8,755 (+2918%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,079,440

Down $310,126 (-22%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $21,126,927Liabilities 2010: $4152010Assets 2011: $19,456,512Liabilities 2011: $3002011Assets 2012: $20,470,464Liabilities 2012: $9,055Net Assets 2012: $20,461,4092012Assets 2013: $22,341,223Liabilities 2013: $30,676Net Assets 2013: $22,310,5472013Assets 2014: $22,032,597Liabilities 2014: $175Net Assets 2014: $22,032,4222014Assets 2015: $20,314,585Liabilities 2015: $186Net Assets 2015: $20,314,3992015Assets 2016: $21,120,771Liabilities 2016: $190Net Assets 2016: $21,120,5812016Assets 2017: $23,100,269Liabilities 2017: $3,360Net Assets 2017: $23,096,9092017Assets 2018: $20,397,901Liabilities 2018: $35Net Assets 2018: $20,397,8662018Assets 2019: $24,415,992Liabilities 2019: $592Net Assets 2019: $24,415,4002019Assets 2020: $24,972,212Liabilities 2020: $3,094Net Assets 2020: $24,969,1182020Assets 2021: $29,588,434Liabilities 2021: $50Net Assets 2021: $29,588,3842021Assets 2022: $23,439,423Liabilities 2022: $3,310Net Assets 2022: $23,436,1132022Assets 2023: $26,316,310Liabilities 2023: $5,069Net Assets 2023: $26,311,2412023Assets 2024: $29,185,140Liabilities 2024: $0Net Assets 2024: $29,185,1402024

Highlighted filing

2012

Assets$20,470,464
Liabilities$9,055
Net Assets$20,461,409

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2010: $872,566Expenses 2010: $917,091Net Income 2010: -$44,5252010Revenue 2011: $1,545,177Expenses 2011: $1,389,566Net Income 2011: $155,6112011Expenses 2012: $1,079,4402012Revenue 2013: $2,873,845Expenses 2013: $1,276,362Net Income 2013: $1,597,4832013Revenue 2014: $1,373,110Expenses 2014: $1,226,819Net Income 2014: $146,2912014Revenue 2015: $1,172,962Expenses 2015: $1,366,311Net Income 2015: -$193,3492015Revenue 2016: $525,269Expenses 2016: $1,300,026Net Income 2016: -$774,7572016Revenue 2017: $1,128,692Expenses 2017: $1,231,326Net Income 2017: -$102,6342017Revenue 2018: $1,394,404Expenses 2018: $1,241,633Net Income 2018: $152,7712018Revenue 2019: $467,346Expenses 2019: $1,258,242Net Income 2019: -$790,8962019Revenue 2020: $691,631Expenses 2020: $1,236,148Net Income 2020: -$544,5172020Revenue 2021: $548,007Expenses 2021: $1,252,823Net Income 2021: -$704,8162021Revenue 2022: $450,786Expenses 2022: $1,508,437Net Income 2022: -$1,057,6512022Revenue 2023: $592,178Expenses 2023: $1,413,346Net Income 2023: -$821,1682023Revenue 2024: $637,159Expenses 2024: $1,404,647Net Income 2024: -$767,4882024

Highlighted filing

2012

Revenue-
Expenses$1,079,440
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 26, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD B HAAKEPresidentPT$30,000$21,128$51,128
JAMES RUSSELLSecretary/Assist. Treasure-$6,000-$6,000
JANE H RUSSELLVice President/Assist. Tre-$5,000-$5,000
RICHARD H HAAKETreasurer-$5,000-$5,000
WILLIAM HAAKEDirector-$4,000-$4,000
MARTHA HAAKEAssistant Secretary-$2,000-$2,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF SOUTHERN CALIFORNIARESEARCHN/ALOS ANGELES, CA, US$300,000
Paid GrantSTANFORD UNIVERSITYSCHOLARSHIPSN/ASTANFORD, CA, US$285,000
Paid GrantSCRIPPS RESEARCH INSTITUTESCHOLARSHIPSN/ALA JOLLA, CA, US$154,000
Filing and Contact Details

Filer

EIN
95-6029555
Raw XML AppendixShowing 400 of 429 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DONALD B HAAKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES RUSSELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JANE H RUSSELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3RICHARD H HAAKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MARTHA HAAKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5WILLIAM HAAKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRESIDENT/ASSIST. TRE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine107915 VIA CALLENDO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117915 VIA CALLENDO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine127915 VIA CALLENDO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine137915 VIA CALLENDO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine147915 VIA CALLENDO
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.258969
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0811411
IRS990PF/QualifyingDistributions/ExpensesAndContributions0811411
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CARLSBAD
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IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12UNIVERSITY OF SOUTHERN CALIFORNIA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LA JOLLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1STANFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LOS ANGELES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode290089
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
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IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0873089
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0714523
LegalFeesSchedule/LegalFees/Amount03888
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherAssetsSchedule/OtherAssets/BOYBookValue00
OtherAssetsSchedule/OtherAssets/Description0DEPOSITS
OtherAssetsSchedule/OtherAssets/EOYBookValue0800
OtherAssetsSchedule/OtherAssets/EOYFMV0800
OtherExpensesSchedule/OtherExpenses/Description0STORAGE
OtherExpensesSchedule/OtherExpenses/Description1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpenses/Description2BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome242
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01680
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1239
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks242
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome036625
OtherIncomeSchedule2/OtherIncome/Description0OTHER INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome036625
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks036625
OtherIncreasesSchedule/OtherIncreases/Amount0759497
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue00
OtherLiabilitiesSchedule/OtherLiabilities/Description0ACCRUED FEDERAL EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue08895
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0184640
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount11318
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0PORTFOLIO MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1PAYROLL PROCESSING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps11120
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0184640
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1119
TaxesSchedule/Taxes/Amount04768
TaxesSchedule/Taxes/Amount12505
TaxesSchedule/Taxes/Amount236639
TaxesSchedule/Taxes/Amount3302
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1PAYROLL TAXES
TaxesSchedule/Taxes/Category2FEDERAL TAXES
TaxesSchedule/Taxes/Category3TAXES AND LICENSES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps12129
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome04768
TaxesSchedule/Taxes/NetInvestmentIncome1225
TaxesSchedule/Taxes/NetInvestmentIncome20

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$0.64$1.40$0.77
2023Detailed filing. Detailed filing data is available for this year.$26.3$0.01$26.3$0.59$1.41$0.82
2022Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$0.45$1.51$1.06
2021Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$0.55$1.25$0.70
2020Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$0.69$1.24$0.54
2019Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$0.47$1.26$0.79
2018Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$1.39$1.24$0.15
2017Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$1.13$1.23$0.10
2016Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.53$1.30$0.77
2015Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$1.17$1.37$0.19
2014Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.37$1.23$0.15
2013Detailed filing. Detailed filing data is available for this year.$22.3$0.03$22.3$2.87$1.28$1.60
2012Detailed filing. Detailed filing data is available for this year.$20.5$0.01$20.5$1.08
2011Summary only. Only limited summary data is available for this year.$19.5$0.00$1.55$1.39$0.16
2010Summary only. Only limited summary data is available for this year.$21.1$0.00$0.87$0.92$0.04