Civic Intelligence

The Robert Fleming & Jane Howe Patrick Foundation Inc

EIN 03-0317962 • Charlotte, VT

PO Box 234Charlotte, VT 05445
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

84th percentile

42%

Higher net margin than 84% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

65th percentile

7.9%

Faster asset growth than 65% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

30%

Faster revenue growth than 74% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,792,830

Up $130,939 (+7.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,792,830

Up $130,939 (+7.9%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin84th percentile

Revenue

Up

$312,155

Up $71,654 (+30%) from 2024

Expenses

Up

$181,216

Up $149,539 (+472%) from 2024

Net Income

Down

$130,939

Down $77,885 (-37%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,070,185Liabilities 2012: $0Net Assets 2012: $1,070,1852012Assets 2013: $1,056,508Liabilities 2013: $12013Assets 2014: $1,132,728Liabilities 2014: $1Net Assets 2014: $1,132,7282014Assets 2015: $1,229,056Liabilities 2015: $1Net Assets 2015: $1,229,0562015Assets 2017: $1,235,902Liabilities 2017: $2,065Net Assets 2017: $1,233,8372017Assets 2019: $1,306,131Liabilities 2019: $2,960Net Assets 2019: $1,303,1712019Assets 2020: $1,271,933Liabilities 2020: $4,419Net Assets 2020: $1,267,5142020Assets 2021: $1,372,719Liabilities 2021: $451Net Assets 2021: $1,372,2682021Assets 2022: $1,502,015Liabilities 2022: $1Net Assets 2022: $1,502,0152022Assets 2023: $1,453,067Liabilities 2023: $12023Assets 2024: $1,661,891Liabilities 2024: $0Net Assets 2024: $1,661,8912024Assets 2025: $1,792,830Liabilities 2025: $0Net Assets 2025: $1,792,8302025

Highlighted filing

2025

Assets$1,792,830
Liabilities$0
Net Assets$1,792,830
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2012: $107,5662012Revenue 2013: $98,823Expenses 2013: $112,500Net Income 2013: -$13,6772013Revenue 2014: $187,859Expenses 2014: $111,639Net Income 2014: $76,2202014Revenue 2015: $212,176Expenses 2015: $115,836Net Income 2015: $96,3402015Revenue 2017: $150,471Expenses 2017: $122,968Net Income 2017: $27,5032017Revenue 2019: $149,334Expenses 2019: $119,575Net Income 2019: $29,7592019Revenue 2020: $90,426Expenses 2020: $126,083Net Income 2020: -$35,6572020Revenue 2021: $228,227Expenses 2021: $123,474Net Income 2021: $104,7532021Revenue 2022: $285,625Expenses 2022: $155,878Net Income 2022: $129,7472022Revenue 2023: $79,017Expenses 2023: $147,379Net Income 2023: -$68,3622023Revenue 2024: $240,501Expenses 2024: $31,677Net Income 2024: $208,8242024Revenue 2025: $312,155Expenses 2025: $181,216Net Income 2025: $130,9392025

Highlighted filing

2025

Revenue$312,155
Expenses$181,216
Net Income$130,939
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,792,830
Liabilities
$0
Net assets
$1,792,830
Revenue
$312,155
Expenses
$181,216
Net income
$130,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.31$0.18$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.24$0.03$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$0.08$0.15$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.29$0.16$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.23$0.12$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.09$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.30$0.15$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.23$0.15$0.12$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.21$0.12$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.19$0.11$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$0.10$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRIET S PATRICKPresident-$0--
C DENNIS HILLDirector-$0--
DAVID W WEBSTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Robert Fleming & Jane Howe Patrick
EIN
03-0317962
Phone
8024252508
Address
PO BOX 234, CHARLOTTE, VT 05445

Signing Officer

Name
Harriet S Patrick
Title
President
Phone
8024252508
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Am Peisch & Company Llp
Address
401 WATER TOWER CIRCLE STE 302, COLCHESTER, VT 05446-1914
Preparer
Todd J Burgess CPA
Phone
8026547255
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1188862
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12015116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1219661
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12813796
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1426070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABERCROMBIE & FITCH CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC IRELAND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AERCAP HOLDINGS N.V.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AIRBNB INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AIRBUS SE UNSPONSERED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALNYLAM PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMBEV SA SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ANNALY CAPITAL MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13APPLOVIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ARCHER DANIELS MIDLAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ARES MANAGEMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ASML HOLDING NV NV REG NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ASTRAZENECA PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AUTODESK INC DELAWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AXON ENTERPRISE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BP PLC ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BUILDERS FIRSTSOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CANADIAN NATURAL RESOURCES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CAVA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CELANESE CORP SERIES A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CITIGROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CLEAN HARBORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CROWDSTRIKE HLDGS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CROWN HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CVS HEALTH CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DELTA AIR LINES INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DOCUSIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DOLLAR GENREAL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DOXIMITY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43E.L.F.BEAUTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44EATON CORP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EDISON INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ESTEE LAUDER CO INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FIRSTENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FMC CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FREEPORT-MCMORAN CL-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GENERAL MTRS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GENMAB A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GLOBAL PAYMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56GSK PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HILTON WORLDWIDE HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HOST HOTELS & RESORTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59HOWARD HUGHES HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61HUBSPOT, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ICON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64IDEXX LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65INSULET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68JAZZ PHARMACEUTICALS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70JOHNSON CTLS INTL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LIBERTY MEDIA CORP SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75LIBERTY MEDIA CORP SER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77M&T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MAGNA INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MARVELL TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MICRON TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MONSTER BEVERAGE CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MSCI INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88NOVO NORDISK A/S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89NRG ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91OLD DOMINION FREIGHT LINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94PALANTIR TECHNOLOGIES INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PAYLOCITY HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97PAYPAL HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99PINTEREST INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100REGAL REXNORD CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101ROBINHOOD MKTS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ROYALTY PHARMA PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109SERVICENOW INC

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