Civic Intelligence

Patriot Foundation Trust

990 • Fiscal year 2015 • EIN 02-6180017

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization ProfileN/A
820 Scenic HighwayLookout Mountain, TN 37350

(423) 425-7008

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

2nd percentile

-140%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

14th percentile

-12%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$571,754

Down $79,510 (-12%) from 2014

Net Assets

Down

$571,754

Down $79,510 (-12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Up

$51,119

Up $9,104 (+22%) from 2014

Expenses

Up

$122,626

Up $32,589 (+36%) from 2014

Net Income

Down

-$71,507

Down $23,485 (-49%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$1.0M$500K$0Assets 2011: $748,654Liabilities 2011: $0Net Assets 2011: $748,6542011Assets 2012: $680,516Liabilities 2012: $0Net Assets 2012: $680,5162012Assets 2013: $754,414Liabilities 2013: $0Net Assets 2013: $754,4142013Assets 2014: $651,264Liabilities 2014: $0Net Assets 2014: $651,2642014Assets 2015: $571,754Liabilities 2015: $0Net Assets 2015: $571,7542015Assets 2016: $826,162Liabilities 2016: $0Net Assets 2016: $826,1622016Assets 2017: $825,412Liabilities 2017: $0Net Assets 2017: $825,4122017Assets 2018: $653,929Liabilities 2018: $0Net Assets 2018: $653,9292018Assets 2019: $994,732Liabilities 2019: $0Net Assets 2019: $994,7322019Assets 2020: $767,969Liabilities 2020: $0Net Assets 2020: $767,9692020Assets 2021: $809,400Liabilities 2021: $0Net Assets 2021: $809,4002021Assets 2022: $617,738Liabilities 2022: $0Net Assets 2022: $617,7382022Assets 2023: $665,257Liabilities 2023: $0Net Assets 2023: $665,2572023Assets 2024: $708,363Liabilities 2024: $0Net Assets 2024: $708,3632024

Highlighted filing

2015

Assets$571,754
Liabilities$0
Net Assets$571,754
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $758,777Expenses 2011: $59,857Net Income 2011: $698,9202011Revenue 2012: $16,464Expenses 2012: $101,242Net Income 2012: -$84,7782012Revenue 2013: $113,223Expenses 2013: $96,903Net Income 2013: $16,3202013Revenue 2014: $42,015Expenses 2014: $90,037Net Income 2014: -$48,0222014Revenue 2015: $51,119Expenses 2015: $122,626Net Income 2015: -$71,5072015Revenue 2016: $322,515Expenses 2016: $109,271Net Income 2016: $213,2442016Revenue 2017: $65,400Expenses 2017: $119,585Net Income 2017: -$54,1852017Revenue 2018: $134,873Expenses 2018: $167,244Net Income 2018: -$32,3712018Revenue 2019: $379,595Expenses 2019: $156,813Net Income 2019: $222,7822019Revenue 2020: $237,331Expenses 2020: $340,971Net Income 2020: -$103,6402020Revenue 2021: $80,554Expenses 2021: $96,219Net Income 2021: -$15,6652021Revenue 2022: -$1,496Expenses 2022: $56,309Net Income 2022: -$57,8052022Revenue 2023: $27,680Expenses 2023: $51,654Net Income 2023: -$23,9742023Revenue 2024: $59,243Expenses 2024: $46,416Net Income 2024: $12,8272024

Highlighted filing

2015

Revenue$51,119
Expenses$122,626
Net Income-$71,507
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$843,138
Mission and Program Overview

Mission

The trust promotes liberty by devoting its resources exclusively for charitable, religious, scientific, literary, or educational purposes, directly or by contributions to organizations duly organized to carry on charitable, religious, scientific, literary or educational activities, consistent with our mission.

The mission of the trust is to be an advocate for essential liberty, the restoration of constitutional limits on government and the judiciary, and to promote free enterprise, national defense and traditional american values. Our objective is to restore the principles of liberty as espoused by our founders, as originally set forth in our declaration of independence and the united states constitution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$651,264$571,754▼ $79,510
Investments in Publicly Traded Securities$385,184$326,053▼ $59,131
Savings and Temporary Cash Investments$72,854$85,588▲ $12,734
Cash and Non-Interest-Bearing Accounts$37,573$0▼ $37,573
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$651,264$571,754▼ $79,510
Other Assets Total$155,653$160,113▲ $4,460
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$651,264$571,754▼ $79,510
Total Liabilities and Net Assets / Fund Balance$651,264$571,754▼ $79,510

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$160,113--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Mark a CaldwellPresident & Chairman
Ann Marie CaldwellTrustee
Mark a Caldwell JrSecretary
Kay Tyson CaldwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,720
Program Service Revenue
$0
Investment Income
$-3,601
Other Revenue
$0
All Other Contributions
$54,720
Change in Net Assets
$-71,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,080
Other Expenses$19,546
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$103,080--$103,080
Fees for Services Accounting-$8,800-$8,800
Fees for Service Investment Mgmnt Fees-$7,716-$7,716
Other Expenses$2,500$80-$80
Total Functional Expenses$105,580$17,046$0$122,626
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chattanooga Christian SchoolChattanooga, TN-General Operations$17,650
Heritage FoundationWashington, DC-General Operations$10,000
United Way of Greater ChattanoogaChattanooga, TN-General Operations$10,000
National Medal of Honor MuseumChattanooga, TN-General Operations$7,750
Lookout Mountain Presbyterian ChurchLookout Mountain, TN-General Operations$7,500
Reformed University FellowshipLawrenceville, GA-General Operations$6,000
Cherokee Area Council Boy ScoutsChattanooga, TN-General Operations$5,550
Hope for the Inner CityChattanooga, TN-General Operations$5,500
House of RefugeChattanooga, TN-General Operations$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Makes documents available upon request”

Form 990, Part VI, Section C, Line 19

“Makes its documents avaialble upon request”

Filing and Contact Details

Filer

Filer Name
The Patriot Foundation Trust
EIN
02-6180017
Phone
4234257008
Address
820 SCENIC HIGHWAY, LOOKOUT MOUNTAIN, TN 37350

Signing Officer

Name
Mark a Caldwell
Title
President
Phone
4234257008
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark a Caldwell
Formed
2006
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Elliott Davis Decosimo LLC Pllc
Address
629 MARKET STREET SUITE 100, CHATTANOOGA, TN 37402
Preparer
Barry L Hoffman CPA
Phone
4237567100
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“The trust maintains a collection of signatures of american founders and patriots for public display and preservation purposes.”

Raw XML Appendix400 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST MAINTAINS A COLLECTION OF SIGNATURES OF AMERICAN FOUNDERS AND PATRIOTS FOR PUBLIC DISPLAY AND PRESERVATION PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HERITAGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HOPE FOR THE INNER CITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HOUSE OF REFUGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5LOOKOUT MOUNTAIN PRESBYTERIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6NATIONAL MEDAL OF HONOR MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7REFORMED UNIVERSITY FELLOWSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8UNITED WAY OF GREATER CHATTANOOGA
IRS990ScheduleI/RecipientTable/RecipientEIN0620475671
IRS990ScheduleI/RecipientTable/RecipientEIN1620840156
IRS990ScheduleI/RecipientTable/RecipientEIN2237327730
IRS990ScheduleI/RecipientTable/RecipientEIN3621659831
IRS990ScheduleI/RecipientTable/RecipientEIN4621616010
IRS990ScheduleI/RecipientTable/RecipientEIN5620514467
IRS990ScheduleI/RecipientTable/RecipientEIN6581739072
IRS990ScheduleI/RecipientTable/RecipientEIN7581713181
IRS990ScheduleI/RecipientTable/RecipientEIN8620565962
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13354 CHARGER DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21001 PENNSYLVANIA AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31800 ROANOKE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt43418 ST ELMO AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5316 N BRAGG AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 11467
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71700 N BROWN RD STE 104
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8630 MARKET STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHATTANOOGA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHATTANOOGA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CHATTANOOGA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4CHATTANOOGA
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037421
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd137409
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd220004
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd337406
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd437409
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd537350
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd637401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd730043
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd837405
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAKES DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAKES ITS DOCUMENTS AVAIALBLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0651264
IRS990/TotalAssetsEOYAmt0571754
IRS990/TotalAssetsGrp/BOYAmt0651264
IRS990/TotalAssetsGrp/EOYAmt0571754
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt054720
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017046
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0105580
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalOtherProgSrvcGrantAmt067930
IRS990/TotalProgramServiceExpensesAmt0105580
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IRS990/TotalRevenueGrp/ExclusionAmt0-3601
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0820 SCENIC HIGHWAY
IRS990/USAddress/CityNm0LOOKOUT MOUNTAIN
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037350
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK A CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04234257008
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PATRIOT FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0026180017
ReturnHeader/Filer/PhoneNum04234257008
ReturnHeader/Filer/USAddress/AddressLine1Txt0820 SCENIC HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0LOOKOUT MOUNTAIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS DECOSIMO LLC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0629 MARKET STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037402
ReturnHeader/PreparerPersonGrp/PhoneNum04237567100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY L HOFFMAN CPA
ReturnHeader/ReturnTs02016-11-15T14:49:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$571,754
Liabilities
$0
Net assets
$571,754
Revenue
$51,119
Expenses
$122,626
Net income
-$71,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.59$0.46$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.28$0.52$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.00$6.18$0.01$0.56$0.58
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.09$0.00$8.09$0.81$0.96$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$2.37$3.41$1.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.95$0.00$9.95$3.80$1.57$2.23
2018Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$1.35$1.67$0.32
2017Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.65$1.20$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$0.00$8.26$3.23$1.09$2.13
2015Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.51$1.23$0.72
2014Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.42$0.90$0.48
2013Summary only. Only limited summary data is available for this year.$7.54$0.00$7.54$1.13$0.97$0.16
2012Summary only. Only limited summary data is available for this year.$6.81$0.00$6.81$0.16$1.01$0.85
2011Summary only. Only limited summary data is available for this year.$7.49$0.00$7.49$7.59$0.60$6.99