Civic Intelligence

Patsalos-Fox Family Foundation

990PF • Fiscal year 2014 • EIN 20-3839243

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 14, 2015

64 Charles RoadBernardsville, NJ 07924

(973) 257-5042

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2014 filings • NTEE T20 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.00x

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

2014 filings • NTEE T20 • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-276%

Higher net margin than 10% of similar nonprofits.

2014 filings • NTEE T20 • <$500k nonprofits • Source year 2014

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2014 filings • NTEE T20 • <$500k nonprofits • Source year 2014

Asset Growth

9th percentile

-55%

Faster asset growth than 9% of similar nonprofits.

2014 filings • NTEE T20 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-82%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • NTEE T20 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$82,341

Down $102,338 (-55%) from 2013

Net Assets

Down

$82,341

Down $102,338 (-55%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$36,303

Down $168,752 (-82%) from 2013

Expenses

Up

$136,451

Up $95,451 (+233%) from 2013

Net Income

Down

-$100,148

Down $264,203 (-161%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $82,905Liabilities 2011: $54,5002011Assets 2012: $37,124Liabilities 2012: $16,5002012Assets 2013: $184,679Liabilities 2013: $0Net Assets 2013: $184,6792013Assets 2014: $82,341Liabilities 2014: $0Net Assets 2014: $82,3412014Assets 2015: $592,428Liabilities 2015: $3,0562015Assets 2016: $537,489Liabilities 2016: $2,209Net Assets 2016: $535,2802016Assets 2017: $487,618Liabilities 2017: $2,263Net Assets 2017: $485,3552017Assets 2018: $434,857Liabilities 2018: $938Net Assets 2018: $433,9192018Assets 2019: $423,657Liabilities 2019: $0Net Assets 2019: $423,6572019Assets 2020: $404,995Liabilities 2020: $0Net Assets 2020: $404,9952020Assets 2021: $416,673Liabilities 2021: $0Net Assets 2021: $416,6732021Assets 2022: $412,597Liabilities 2022: $0Net Assets 2022: $412,5972022Assets 2023: $403,391Liabilities 2023: $0Net Assets 2023: $403,3912023Assets 2024: $14,764Liabilities 2024: $0Net Assets 2024: $14,7642024

Highlighted filing

2014

Assets$82,341
Liabilities$0
Net Assets$82,341

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $35,107Expenses 2011: $122,398Net Income 2011: -$87,2912011Revenue 2012: $44,390Expenses 2012: $75,715Net Income 2012: -$31,3252012Revenue 2013: $205,055Expenses 2013: $41,000Net Income 2013: $164,0552013Revenue 2014: $36,303Expenses 2014: $136,451Net Income 2014: -$100,1482014Revenue 2015: $635,466Expenses 2015: $128,435Net Income 2015: $507,0312015Revenue 2016: $107,214Expenses 2016: $161,306Net Income 2016: -$54,0922016Revenue 2017: $113,837Expenses 2017: $163,762Net Income 2017: -$49,9252017Revenue 2018: $94,362Expenses 2018: $145,798Net Income 2018: -$51,4362018Revenue 2019: $95,006Expenses 2019: $106,208Net Income 2019: -$11,2022019Revenue 2020: $137,540Expenses 2020: $157,300Net Income 2020: -$19,7602020Revenue 2021: $131,028Expenses 2021: $118,250Net Income 2021: $12,7782021Revenue 2022: $53,923Expenses 2022: $58,061Net Income 2022: -$4,1382022Revenue 2023: $103,595Expenses 2023: $112,800Net Income 2023: -$9,2052023Revenue 2024: $247,199Expenses 2024: $110,833Net Income 2024: $136,3662024

Highlighted filing

2014

Revenue$36,303
Expenses$136,451
Net Income-$100,148
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 14, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL PATSALOS-FOXTrustee-$0--
JULIET PATSALOS-FOXTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Patsalos-fox Family Foundation
EIN
20-3839243
Phone
9732575042
Address
64 CHARLES ROAD, BERNARDSVILLE, NJ 07924

Signing Officer

Name
Michael Patsalos-fox
Title
Trustee
Signed
2015-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Christopher J Byrne CPA LLC
Address
2001 ROUTE 46 STE 310, PARSIPPANY, NJ 07054
Preparer
Christopher J Byrne
Phone
9732575042
Raw XML Appendix349 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/GrantOrContributionPurposeTxt5GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10501 (C) 3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1colby college
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NEW LEADERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3VNA OF SOMERSET HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4VANGUARD CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5MUSIC IN SOMERSET HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6NJ CONSERVATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7TRICKLE UP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8FLEA THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9FREINDS OF THE HIGH LINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10WEILL CORNELL MEDICAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0416 west 42nd street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14800 mayflower hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt230 WEST 26TH STREET 9TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 MT AIRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O BOX 55766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5P O BOX 729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6170 LONGVIEW ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7104 W 27TH STREET 12FLR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt841 WHITE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9820 WASHINGTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101300 YORK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0new york
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1waterville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BASKING RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BERNARDSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6FAR HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd507924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd607931
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1010065
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0136383
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015021
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026562
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt065755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0105561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0101629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt078220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt078220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0420903
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0121396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026562
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt065755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0105561
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0101629
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136417
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0121396
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0499123
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0377727
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Overdraft Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PATSALOS-FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATSALOS-FOX FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATS
ReturnHeader/Filer/EIN0203839243
ReturnHeader/Filer/PhoneNum09732575042
ReturnHeader/Filer/USAddress/AddressLine1Txt064 CHARLES ROAD
ReturnHeader/Filer/USAddress/CityNm0BERNARDSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTOPHER J BYRNE CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 ROUTE 46 STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARSIPPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007054
ReturnHeader/PreparerPersonGrp/PhoneNum09732575042
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J BYRNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-14T08:25:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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.$0.15$0.00$0.15$2.47$1.11$1.36
2023Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.04$1.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.54$0.58$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$1.31$1.18$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$1.38$1.57$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.95$1.06$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.35$0.01$4.34$0.94$1.46$0.51
2017Detailed filing. Detailed filing data is available for this year.$4.88$0.02$4.85$1.14$1.64$0.50
2016Detailed filing. Detailed filing data is available for this year.$5.37$0.02$5.35$1.07$1.61$0.54
2015Summary only. Only limited summary data is available for this year.$5.92$0.03$6.35$1.28$5.07
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.36$1.36$1.00
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$2.05$0.41$1.64
2012Summary only. Only limited summary data is available for this year.$0.37$0.17$0.44$0.76$0.31
2011Summary only. Only limited summary data is available for this year.$0.83$0.55$0.35$1.22$0.87