Civic Intelligence

Patrick Foundation Tr

990PF • Fiscal year 2011 • EIN 06-1519341

Jan 01, 2011 to Dec 31, 2011 • Filed on May 02, 2012

Foundation Source 501 Silverside Rd19809-1377
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

52nd percentile

0.5%

Faster asset growth than 52% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,147,374

Up $6,157 (+0.5%) from 2010

Net Assets

Up

$1,147,374

Up $6,157 (+0.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$97,870

Up $7,003 (+7.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,141,217Liabilities 2010: $0Net Assets 2010: $1,141,2172010Assets 2011: $1,147,374Liabilities 2011: $0Net Assets 2011: $1,147,3742011Assets 2012: $1,158,370Liabilities 2012: $0Net Assets 2012: $1,158,3702012Assets 2013: $1,179,794Liabilities 2013: $0Net Assets 2013: $1,179,7942013Assets 2014: $1,225,653Liabilities 2014: $0Net Assets 2014: $1,225,6532014Assets 2015: $1,251,884Liabilities 2015: $0Net Assets 2015: $1,251,8842015Assets 2018: $1,067,159Liabilities 2018: $0Net Assets 2018: $1,067,1592018Assets 2019: $1,021,281Liabilities 2019: $0Net Assets 2019: $1,021,2812019Assets 2020: $959,886Liabilities 2020: $0Net Assets 2020: $959,8862020Assets 2021: $994,420Liabilities 2021: $0Net Assets 2021: $994,4202021Assets 2022: $959,398Liabilities 2022: $0Net Assets 2022: $959,3982022Assets 2023: $982,293Liabilities 2023: $0Net Assets 2023: $982,2932023Assets 2024: $1,064,027Liabilities 2024: $0Net Assets 2024: $1,064,0272024

Highlighted filing

2011

Assets$1,147,374
Liabilities$0
Net Assets$1,147,374

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $90,8672010Expenses 2011: $97,8702011Expenses 2012: $132,0162012Revenue 2013: $140,502Expenses 2013: $119,078Net Income 2013: $21,4242013Revenue 2014: $149,798Expenses 2014: $103,939Net Income 2014: $45,8592014Revenue 2015: $138,013Expenses 2015: $111,782Net Income 2015: $26,2312015Revenue 2018: $87,049Expenses 2018: $104,732Net Income 2018: -$17,6832018Revenue 2019: $54,244Expenses 2019: $100,122Net Income 2019: -$45,8782019Revenue 2020: $47,273Expenses 2020: $108,668Net Income 2020: -$61,3952020Revenue 2021: $148,793Expenses 2021: $114,259Net Income 2021: $34,5342021Revenue 2022: $59,387Expenses 2022: $94,409Net Income 2022: -$35,0222022Revenue 2023: $77,382Expenses 2023: $54,537Net Income 2023: $22,8452023Revenue 2024: $206,533Expenses 2024: $124,799Net Income 2024: $81,7342024

Highlighted filing

2011

Revenue-
Expenses$97,870
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 2, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy PanchelliTrustee-$0--
Joanne M PatrickTrustee-$0--
John R PatrickTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWESTERN CONNECTICUT HEALTH NETWORKResearch Institute Initiative509(a)(1)DANBURY, CT, US$17,500
Paid GrantUNITED WAY OF WESTERN CONNECTICUTGeneral Unrestricted509(a)(1)DANBURY, CT, US$10,000
Paid GrantFIRST CONGREGATIONAL CHURCHGeneral Unrestricted509(a)(1)RIDGEFIELD, CT, US$7,000
Paid GrantRIDGEFIELD SYMPHONY ORCHESTRA INCGeneral Unrestricted509(a)(2)RIDGEFIELD, CT, US$5,500
Paid GrantHABITAT FOR HUMANITY INTERNATIONALCharitable Event509(a)(1)DANBURY, CT, US$5,000
Paid GrantLEHIGH UNIVERSITYRCEAS Deans Strategic Initiatives Fund509(a)(1)BETHLEHEM, PA, US$4,250
Paid GrantFOUNDERS HALL FOUNDATION INCGeneral Unrestricted509(a)(1)RIDGEFIELD, CT, US$4,000
Paid GrantRIDGEFIELD PLAYHOUSE FOR MOVIES ANDGeneral Unrestricted509(a)(1)RIDGEFIELD, CT, US$3,750
Paid GrantHABITAT FOR HUMANITY INTERNATIONALGeneral Unrestricted509(a)(1)DANBURY, CT, US$2,500
Paid GrantLEHIGH UNIVERSITYCharitable Event509(a)(1)BETHLEHEM, PA, US$2,000
Paid GrantWESTERN CONNECTICUT HEALTH NETWORKCharitable Event509(a)(1)DANBURY, CT, US$1,600
Paid GrantVISITING NURSE ASSOCIATION OF RIDGECharitable Event509(a)(1)RIDGEFIELD, CT, US$1,500
Paid GrantRIDGEFIELD LIBRARY ASSOCIATION INCGuardian Society Campaign509(a)(1)RIDGEFIELD, CT, US$1,000
Paid GrantRIDGEFIELD VETERANS MEMORIAL COMMUNPavers Campaign509(a)(1)RIDGEFIELD, CT, US$1,000
Paid GrantWOMENS CENTER OF GREATER DANBURY COGeneral Unrestricted509(a)(2)DANBURY, CT, US$1,000
Paid GrantA BETTER CHANCE IN RIDGEFIELD INCGeneral Unrestricted509(a)(1)RIDGEFIELD, CT, US$500
Paid GrantHABITAT FOR HUMANITY INTERNATIONALHammock Dunes Project509(a)(1)BUNNELL, FL, US$500
Paid GrantKEELER TAVERN PRESERVATION SOCIETYGeneral Unrestricted509(a)(1)RIDGEFIELD, CT, US$500
Paid GrantKEELER TAVERN PRESERVATION SOCIETYKeeler Tavern Cannonball Award Program509(a)(1)RIDGEFIELD, CT, US$500
Paid GrantREGIONAL HOSPICE AND HOME CARE OF WGeneral Unrestricted509(a)(1)DANBURY, CT, US$500
Paid GrantST LUKES HOSPITALSchool of Nursing Diploma Program Scholarship Fund509(a)(1)BETHLEHEM, PA, US$500
Paid GrantTHE BRIDGE TO INDEPENDENCE AND CAREGeneral Unrestricted509(a)(1)DANBURY, CT, US$500
Paid GrantTHE FAIRFIELD COUNTY COMMUNITY FOUNGeneral Unrestricted509(a)(1)NORWALK, CT, US$500
Paid GrantTOWN OF RIDGEFIELDChirp Fund509(a)(1)RIDGEFIELD, CT, US$500
Paid GrantWESTERN CONNECTICUT HEALTH NETWORKGeneral Unrestricted509(a)(1)DANBURY, CT, US$500
Paid GrantKEELER TAVERN PRESERVATION SOCIETYChamber Music Concert509(a)(1)RIDGEFIELD, CT, US$300
Paid GrantAMERICAN TINNITUS ASSOCIATIONCharitable Event509(a)(1)PORTLAND, OR, US$250
Paid GrantCREATIVE CONNECTIONS INCGeneral Unrestricted509(a)(1)NORWALK, CT, US$250
Paid GrantFIRST CONGREGATIONAL CHURCHNigh Memorial Garden Trust Fund509(a)(1)RIDGEFIELD, CT, US$250
Paid GrantFIRST CONGREGATIONAL CHURCHFountain Music Series509(a)(1)RIDGEFIELD, CT, US$250
Paid GrantMEALS ON WHEELS OF RIDGEFIELDGeneral Unrestricted509(a)(2)RIDGEFIELD, CT, US$250
Paid GrantRIDGEFIELD GUILD OF ARTISTSGeneral Unrestricted509(a)(2)RIDGEFIELD, CT, US$250
Paid GrantRIDGEFIELD HISTORICAL SOCIETYGeneral Unrestricted509(a)(2)RIDGEFIELD, CT, US$250
Paid GrantRIDGEFIELD SUNRISE COTTAGE FOUNDATIGeneral Unrestricted509(a)(1)RIDGEFIELD, CT, US$250
Paid GrantRIDGEFIELD VETERANS MEMORIAL COMMUNGeneral Unrestricted509(a)(1)RIDGEFIELD, CT, US$250
Paid GrantST VINCENTS FOUNDATION INCGeneral Unrestricted509(a)(1)BRIDGEPORT, CT, US$250
Paid GrantWESTERN CONNECTICUT YOUTH ORCHESTRAGeneral Unrestricted509(a)(1)RIDGEFIELD, CT, US$250
Paid GrantWOODCOCK NATURE CENTER INCCharitable Event509(a)(2)WILTON, CT, US$200
Paid GrantCLASSICAL PUBLIC RADIO NETWORK LLCKDFC Program509(a)(3)SAN FRANCISCO, CA, US$150
Paid GrantRIDGEFIELD LIBRARY ASSOCIATION INCGeneral Unrestricted509(a)(1)RIDGEFIELD, CT, US$150
Paid GrantSACRED HEART UNIVERSITYWSHU Sunday Baroque Program509(a)(1)FARIFIELD, CT, US$150
Paid GrantAMERICAN TINNITUS ASSOCIATIONGeneral Unrestricted509(a)(1)PORTLAND, OR, US$100
Paid GrantAMYOTROPHIC LATERAL SCLEROSIS ASSOCCharitable Event509(a)(1)NEW YORK, NY, US$100
Paid GrantLAKE WALLENPAUPACK WATERSHED MANAGEGeneral Unrestricted509(a)(1)HAWLEY, PA, US$100
Paid GrantTOWN OF RIDGEFIELDHoliday Trust Fund509(a)(1)RIDGEFIELD, CT, US$100
Paid GrantWIKIMEDIA FOUNDATION INCGeneral Unrestricted509(a)(1)LOS ANGELES, CA, US$100
Paid GrantWOODCOCK NATURE CENTER INCGeneral Unrestricted509(a)(2)WILTON, CT, US$100
Filing and Contact Details

Filer

EIN
06-1519341
Raw XML AppendixShowing 400 of 864 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Tracy Panchelli
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2John R Patrick
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2074052
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions087629
IRS990PF/QualifyingDistributions/ExpensesAndContributions087629
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Foundation Source
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008391754
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Wilmington
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0198091377
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0Joanne M Patrick
IRS990PF/SupplementaryInformation/ContributingManager1John R Patrick
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3100
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount67000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount94000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount102500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount115000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount174250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount182000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount19250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount20500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount241000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount253750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount26250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount275500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount28250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount291000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount30150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount33500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount34500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount36100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3710000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount381500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount39500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.21$0.12$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.08$0.05$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.06$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.15$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.11$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.05$0.10$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.09$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.14$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.15$0.10$0.05
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.18$0.00$1.18$0.14$0.12$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.09
Peer Organizations

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