Civic Intelligence

Robert Fleming & Jane Howe Patrick Foundation

990PF • Fiscal year 2023 • EIN 03-0317962

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-87%

Higher net margin than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

27th percentile

-3.3%

Faster asset growth than 27% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-72%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,453,067

Down $48,948 (-3.3%) from 2022

Net Assets

Down

$1,453,067

Down $48,948 (-3.3%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue

Down

$79,017

Down $206,608 (-72%) from 2022

Expenses

Down

$147,379

Down $8,499 (-5.5%) from 2022

Net Income

Down

-$68,362

Down $198,109 (-153%) from 2022

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: $0Net Assets 2023: $1,453,0672023Assets 2024: $1,661,891Liabilities 2024: $0Net Assets 2024: $1,661,8912024Assets 2025: $1,792,830Liabilities 2025: $0Net Assets 2025: $1,792,8302025

Highlighted filing

2023

Assets$1,453,067
Liabilities$0
Net Assets$1,453,067

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

2023

Revenue$79,017
Expenses$147,379
Net Income-$68,362
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRIET S PATRICKPresident-$0--
RICHARD CUNNINGHAMVice President-$0--
C DENNIS HILLDirector-$0--
GLEN A WRIGHTDirector-$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
2024-05-13
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/StockNm108TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109TE CONNECTIVITY LTD NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110TERADYNE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115TYSON FOODS INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118UNITED PARCEL SER INC CL-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119UNITEDHEALTH GP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120UNITY SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121VERTEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124VONTIER CORPORATION

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