Civic Intelligence

Robert Fleming & Jane Howe Patrick Foundation

990PF • Fiscal year 2025 • EIN 03-0317962

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 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

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

65th percentile

7.9%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

76th percentile

30%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Up

$1,792,830

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

Net Assets

Up

$1,792,830

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

Liabilities

Flat

$0

Flat from 2024

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

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

2025

Assets$1,792,830
Liabilities$0
Net Assets$1,792,830

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

2025

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

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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11716346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1188862
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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
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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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BP PLC ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BROADCOM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CANADIAN NATURAL RESOURCES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CAVA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CELANESE CORP SERIES A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHIPOTLE MEXICAN GRILL INC
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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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DOCUSIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DOLLAR GENREAL CORP NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EDISON INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EQUINIX INC
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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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68JAZZ PHARMACEUTICALS PLC
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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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89NRG ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91OLD DOMINION FREIGHT LINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ORGANON & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99PINTEREST INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100REGAL REXNORD CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ROYALTY PHARMA PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104S&P GLOBAL INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109SERVICENOW INC

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