Civic Intelligence

The Robert & Margaret Patricelli Family Foundation

EIN 06-1487230 • Simsbury, CT

77 Hartford RoadSimsbury, CT 06076
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

57th percentile

9.3%

Higher net margin than 57% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-4.0%

Faster revenue growth than 27% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,198,682

Down $747,633 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,198,682

Down $747,633 (-13%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin57th percentile

Revenue

Down

$457,119

Down $19,036 (-4.0%) from 2023

Expenses

Down

$414,726

Down $88,746 (-18%) from 2023

Net Income

Up

$42,393

Up $69,710 (+255%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,173,528Liabilities 2012: $02012Assets 2013: $3,882,673Liabilities 2013: $02013Assets 2014: $3,023,648Liabilities 2014: $02014Assets 2015: $3,334,661Liabilities 2015: $02015Assets 2016: $2,980,922Liabilities 2016: $02016Assets 2020: $5,811,095Liabilities 2020: $0Net Assets 2020: $5,811,0952020Assets 2021: $5,517,258Liabilities 2021: $0Net Assets 2021: $5,517,2582021Assets 2022: $5,973,632Liabilities 2022: $0Net Assets 2022: $5,973,6322022Assets 2023: $5,946,315Liabilities 2023: $0Net Assets 2023: $5,946,3152023Assets 2024: $5,198,682Liabilities 2024: $0Net Assets 2024: $5,198,6822024

Highlighted filing

2024

Assets$5,198,682
Liabilities$0
Net Assets$5,198,682
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $196,707Expenses 2012: $258,890Net Income 2012: -$62,1832012Revenue 2013: $1,052,560Expenses 2013: $343,415Net Income 2013: $709,1452013Revenue 2014: $45,608Expenses 2014: $904,633Net Income 2014: -$859,0252014Revenue 2015: $700,164Expenses 2015: $389,151Net Income 2015: $311,0132015Revenue 2016: $56,675Expenses 2016: $410,414Net Income 2016: -$353,7392016Revenue 2020: $869,658Expenses 2020: $529,914Net Income 2020: $339,7442020Revenue 2021: $424,228Expenses 2021: $718,065Net Income 2021: -$293,8372021Revenue 2022: $7,344,935Expenses 2022: $6,058,450Net Income 2022: $1,286,4852022Revenue 2023: $476,155Expenses 2023: $503,472Net Income 2023: -$27,3172023Revenue 2024: $457,119Expenses 2024: $414,726Net Income 2024: $42,3932024

Highlighted filing

2024

Revenue$457,119
Expenses$414,726
Net Income$42,393
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,198,682
Liabilities
$0
Net assets
$5,198,682
Revenue
$457,119
Expenses
$414,726
Net income
$42,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.46$0.41$0.04
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.95$0.00$5.95$0.48$0.50$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$7.34$6.06$1.29
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.42$0.72$0.29
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.87$0.53$0.34
2016Summary only. Only limited summary data is available for this year.$2.98$0.00$0.06$0.41$0.35
2015Summary only. Only limited summary data is available for this year.$3.33$0.00$0.70$0.39$0.31
2014Summary only. Only limited summary data is available for this year.$3.02$0.00$0.05$0.90$0.86
2013Summary only. Only limited summary data is available for this year.$3.88$0.00$1.05$0.34$0.71
2012Summary only. Only limited summary data is available for this year.$3.17$0.00$0.20$0.26$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET S PATRICELLIPresidentPT$0--
ROBERT E PATRICELLIChairman-$0--
DONNA COLLINSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Robert & Margaret Patricelli Family
EIN
06-1487230
Phone
8606783401
Address
77 HARTFORD ROAD, SIMSBURY, CT 06076

Signing Officer

Name
Robert E Patricelli
Title
Chairman
Phone
8606783401
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen
Address
29 SOUTH MAIN STREET 4TH FLOOR, WEST HARTFORD, CT 06107
Preparer
Andrew Lattimer
Phone
8605614000
Raw XML AppendixShowing 400 of 869 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT PUBLIC POLICY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE ARTS & PUBLIC POLICY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO SUPPORT HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT HEALTHCARE INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO SUPPORT COMMUNITY DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO SUPPORT HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14TO SUPPORT ELEMENTARY & SECONDARY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15TO SUPPORT ELEMENTARY & SECONDARY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16TO SUPPORT HEALTHCARE INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17TO SUPPORT ELEMENTARY & SECONDARY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19TO SUPPORT HEALTHCARE INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21TO SUPPORT HEALTHCARE INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22TO SUPPORT COMMUNITY DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24TO SUPPORT HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26TO SUPPORT PUBLIC POLICY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27TO SUPPORT PUBLIC POLICY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28TO SUPPORT PUBLIC POLICY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29TO SUPPORT SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31TO SUPPORT COMMUNITY DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32TO SUPPORT THE ENVIRONMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33TO SUPPORT HEALTHCARE INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35TO SUPPORT THE ENVIRONMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38TO SUPPORT COMMUNITY DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39TO SUPPORT PUBLIC POLICY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40TO SUPPOPRT THE ENVIRONMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43TO SUPPORT HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44TO SUPPORT HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45TO SUPPPORT SOCIAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46TO SUPPORT ELEMENTARY & SECONDARY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49TO SUPPORT COMMUNITY DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50TO SUPPORT ELEMENTARY & SECONDARY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51TO SUPPOPRT THE ENVIRONMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52TO SUPPORT HEALTHCARE INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt53TO SUPPORT HEALTHCARE INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt54TO SUPPORT SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt55TO SUPPORT COMMUNITY DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt56TO SUPPORT SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt57TO SUPPORT SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt58CORRECTION MADE BY FOUNDATION MANAGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt59CORRECTION MADE BY FOUNDATION MANAGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt60CORRECTION MADE BY FOUNDATION MANAGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANIMAL ADOPTION CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BALLET THEATER COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BUSHNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CT MIRROR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CT PUBLIC BROADCASTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5EFAC

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