Civic Intelligence

Robert Fleming & Jane Howe Patrick Foundation

990PF • Fiscal year 2024 • EIN 03-0317962

Jul 01, 2023 to Jun 30, 2024 • Filed on May 12, 2025

PO Box 234Charlotte, VT 05445

(802) 425-2508

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

204%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,661,891

Up $208,824 (+14%) from 2023

Net Assets

$1,661,891

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$240,501

Up $161,484 (+204%) from 2023

Expenses

Down

$31,677

Down $115,702 (-79%) from 2023

Net Income

Up

$208,824

Up $277,186 (+405%) from 2023

Historical Trend

Balance Sheet Trend

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

$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

2024

Assets$1,661,891
Liabilities$0
Net Assets$1,661,891

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$240,501
Expenses$31,677
Net Income$208,824
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRIET S PATRICKPresident-$0--
RICHARD CUNNINGHAM DECEASEDVice President-$0--
C DENNIS HILLDirector-$0--
GLEN A WRIGHT DECEASEDDirector-$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
2025-05-12
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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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/StockNm5ALASKA AIR GROUP INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALCON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMBEV SA SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ARCHER DANIELS MIDLAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ASML HOLDING NV NV REG NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ATLASSIAN CORPORATION CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AUTODESK INC DELAWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AUTOLIV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BAXTER INTLINC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BERKSHIRE HATHAWAY CL-B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BIOGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BP PLC ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BROADCOM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CANADIAN NATURAL RESOURCES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHARLES RIVER LABS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CHARLES SCHWAB NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CHART INDUSTRIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CINTAS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34COMCASTCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CONAGRA BRANDS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CROWDSTRIKE HLDGS INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DENTSPLY SIRONA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DIAGEO PLC SPON ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DOCUSIGN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47E.L.F.BEAUTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48EATON CORP PLC SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51EQUINIX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ETSV INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57FIRSTENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58FMC CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59FREEPORT-MCMORAN CL-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GENERAL MTRS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61GLOBAL PAYMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GSK PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63HOWARD HUGHES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64HUBSPOT, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65IDEXX LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66INSULET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70IONIS PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71JAZZ PHARMACEUTICALS PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KENVUE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76L3HARRIS TECHNOLOGIES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78LIBERTY MEDIA CORP SER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79LITHIA MTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MAGNA INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MICRON TECH INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MONSTER BEVERAGE CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90NRG ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91NVIDIA CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ORGANON & CO
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/StockNm100ROYALTY PHARMA PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SEAGATE TECHNOLOGY HLDNGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SHELL PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108SHERWIN WILLIAMS COMPANY OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109SHOPIFY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110SNOWFLAKE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111STARBUCKS CORP WASHINGTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115TE CONNECTIVITY LTD NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116TERADYNE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117TESLA INC

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