Civic Intelligence

The Patton Foundation

990PF • Fiscal year 2023 • EIN 04-3625249

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

16387 80th Street SouthHastings, MN 55033

(651) 436-7887

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

13th percentile

-49%

Higher net margin than 13% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

31st percentile

-3.2%

Faster asset growth than 31% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

251%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$546,041

Down $18,320 (-3.2%) from 2022

Net Assets

Down

$546,041

Down $18,320 (-3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$37,135

Up $26,542 (+251%) from 2022

Expenses

Down

$55,393

Down $12,067 (-18%) from 2022

Net Income

Up

-$18,258

Up $38,609 (+68%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $740,944Liabilities 2011: $02011Assets 2012: $782,199Liabilities 2012: $0Net Assets 2012: $782,1992012Assets 2013: $724,833Liabilities 2013: $02013Assets 2014: $733,994Liabilities 2014: $0Net Assets 2014: $733,9942014Assets 2015: $717,668Liabilities 2015: $02015Assets 2016: $651,554Liabilities 2016: $0Net Assets 2016: $651,5542016Assets 2017: $655,816Liabilities 2017: $0Net Assets 2017: $655,8162017Assets 2018: $614,274Liabilities 2018: $0Net Assets 2018: $614,2742018Assets 2019: $604,276Liabilities 2019: $0Net Assets 2019: $604,2762019Assets 2020: $585,335Liabilities 2020: $0Net Assets 2020: $585,3352020Assets 2021: $621,543Liabilities 2021: $0Net Assets 2021: $621,5432021Assets 2022: $564,361Liabilities 2022: $0Net Assets 2022: $564,3612022Assets 2023: $546,041Liabilities 2023: $0Net Assets 2023: $546,0412023Assets 2024: $553,777Liabilities 2024: $0Net Assets 2024: $553,7772024

Highlighted filing

2023

Assets$546,041
Liabilities$0
Net Assets$546,041

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $124,360Expenses 2011: $43,402Net Income 2011: $80,9582011Expenses 2012: $50,0822012Revenue 2013: $54,709Expenses 2013: $61,072Net Income 2013: -$6,3632013Revenue 2014: $54,344Expenses 2014: $46,889Net Income 2014: $7,4552014Revenue 2015: $53,080Expenses 2015: $69,406Net Income 2015: -$16,3262015Revenue 2016: -$11,382Expenses 2016: $54,732Net Income 2016: -$66,1142016Revenue 2017: $35,456Expenses 2017: $31,194Net Income 2017: $4,2622017Revenue 2018: $22,877Expenses 2018: $64,014Net Income 2018: -$41,1372018Revenue 2019: $51,820Expenses 2019: $61,818Net Income 2019: -$9,9982019Revenue 2020: $45,653Expenses 2020: $66,149Net Income 2020: -$20,4962020Revenue 2021: $104,870Expenses 2021: $68,926Net Income 2021: $35,9442021Revenue 2022: $10,593Expenses 2022: $67,460Net Income 2022: -$56,8672022Revenue 2023: $37,135Expenses 2023: $55,393Net Income 2023: -$18,2582023Revenue 2024: $60,886Expenses 2024: $53,114Net Income 2024: $7,7722024

Highlighted filing

2023

Revenue$37,135
Expenses$55,393
Net Income-$18,258
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINA N PATTONPresident-$0--
RICHARD D PATTONV. President-$0--
STEPHEN ANTONELLODirector-$0--
Filing and Contact Details

Filer

Filer Name
The Patton Foundation
EIN
04-3625249
Address
16387 80TH STREET SOUTH, HASTINGS, MN 55033

Signing Officer

Name
Gina N Patton
Title
President
Signed
2024-10-29

Preparer

Firm
Cummings Keegan & Co Pllp
Address
600 HIGHWAY 169 S STE 1400, SAINT LOUIS PARK, MN 55426-1218
Preparer
William Mork
Phone
9523452500
Raw XML Appendix267 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GINA N PATTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD D PATTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHEN ANTONELLO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V. PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036589
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08438
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08438
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038397
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03411
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07372
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03411
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046835
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043424
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt062
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX NET INCOME VARIANCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011978
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ANNUAL FEES - MORGAN STANLEY 336
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011978
TaxesSchedule/TaxesDetail/Amt0535
TaxesSchedule/TaxesDetail/Amt180
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0535
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt180
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA N PATTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PATTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0043625249
ReturnHeader/Filer/USAddress/AddressLine1Txt016387 80TH STREET SOUTH
ReturnHeader/Filer/USAddress/CityNm0HASTINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055033
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411227298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUMMINGS KEEGAN & CO PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 HIGHWAY 169 S STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554261218
ReturnHeader/PreparerPersonGrp/PhoneNum09523452500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM MORK
ReturnHeader/ReturnTs02024-11-13T11:18:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.61$0.53$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.37$0.55$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.11$0.67$0.57
2021Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$1.05$0.69$0.36
2020Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.46$0.66$0.20
2019Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.52$0.62$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.23$0.64$0.41
2017Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.35$0.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.11$0.55$0.66
2015Summary only. Only limited summary data is available for this year.$7.18$0.00$0.53$0.69$0.16
2014Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.54$0.47$0.07
2013Summary only. Only limited summary data is available for this year.$7.25$0.00$0.55$0.61$0.06
2012Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.50
2011Summary only. Only limited summary data is available for this year.$7.41$0.00$1.24$0.43$0.81