Civic Intelligence

Patsalos-Fox Family Foundation

990PF • Fiscal year 2023 • EIN 20-3839243

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 07, 2024

64 Charles RoadBernardsville, NJ 07924

(973) 794-6272

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Net Margin

46th percentile

-8.9%

Higher net margin than 46% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

-2.2%

Faster asset growth than 54% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

92%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$403,391

Down $9,206 (-2.2%) from 2022

Net Assets

Down

$403,391

Down $9,206 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$103,595

Up $49,672 (+92%) from 2022

Expenses

Up

$112,800

Up $54,739 (+94%) from 2022

Net Income

Down

-$9,205

Down $5,067 (-122%) from 2022

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

2023

Assets$403,391
Liabilities$0
Net Assets$403,391

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

2023

Revenue$103,595
Expenses$112,800
Net Income-$9,205
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 7, 2024
Return Version
2023v4.0
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 Foundation
EIN
20-3839243
Phone
9737946272
Address
64 CHARLES ROAD, BERNARDSVILLE, NJ 07924

Signing Officer

Name
Michael Patsalos-fox
Title
Trustee
Phone
9737946272
Signed
2024-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Erik Gary
Phone
6462135100
Raw XML Appendix345 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/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0118 CLIFF RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SIX ASH LANE PO BOX 502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2875 3RD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 273
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt461 SPARKS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5170 LONGVIEW ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61500 K STREET NW SUITE 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7475 SOUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 7408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NANTUCKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NANTUCKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GLADSTONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NANTUCKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5FAR HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MORRISTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307934
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd507931
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd707960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0106300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04382
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043265
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt096304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0134473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt084965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0120030
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0120030
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0460925
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0101918
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043265
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt096304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0134473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt084965
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0106300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0101918
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0580955
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0479037
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PATSALOS-FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09737946272
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATSALOS-FOX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATS
ReturnHeader/Filer/EIN0203839243
ReturnHeader/Filer/PhoneNum09737946272
ReturnHeader/Filer/USAddress/AddressLine1Txt064 CHARLES ROAD
ReturnHeader/Filer/USAddress/CityNm0BERNARDSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007924
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS 18TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK GARY
ReturnHeader/ReturnTs02024-03-07T19:59:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATSALOS-FOX
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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