Civic Intelligence

The Paterson Family Private Foundation

EIN 20-5417463 • Montpelier, VT

171 Westview Meadows RdMontpelier, VT 05602
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

100th percentile

1323%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$0

Down $110,406 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $110,406 (-100%) from 2022

Revenue

Down

-$8,348

Down $27,813 (-143%) from 2022

Expenses

Up

$102,058

Up $4,036 (+4.1%) from 2022

Net Income

Down

-$110,406

Down $31,849 (-41%) from 2022

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $715,557Liabilities 2012: $02012Assets 2013: $573,877Liabilities 2013: $02013Assets 2014: $503,771Liabilities 2014: $02014Assets 2015: $406,107Liabilities 2015: $02015Assets 2016: $352,301Liabilities 2016: $0Net Assets 2016: $352,3012016Assets 2017: $302,769Liabilities 2017: $0Net Assets 2017: $302,7692017Assets 2018: $336,257Liabilities 2018: $0Net Assets 2018: $336,2572018Assets 2019: $252,522Liabilities 2019: $0Net Assets 2019: $252,5222019Assets 2020: $205,638Liabilities 2020: $0Net Assets 2020: $205,6382020Assets 2021: $188,963Liabilities 2021: $0Net Assets 2021: $188,9632021Assets 2022: $110,406Liabilities 2022: $0Net Assets 2022: $110,4062022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $39,628Expenses 2012: $89,917Net Income 2012: -$50,2892012Revenue 2013: -$6,310Expenses 2013: $135,370Net Income 2013: -$141,6802013Revenue 2014: $74,292Expenses 2014: $144,398Net Income 2014: -$70,1062014Revenue 2015: $25,636Expenses 2015: $123,300Net Income 2015: -$97,6642015Revenue 2016: $17,495Expenses 2016: $71,301Net Income 2016: -$53,8062016Revenue 2017: $67,883Expenses 2017: $117,415Net Income 2017: -$49,5322017Revenue 2018: $131,534Expenses 2018: $98,046Net Income 2018: $33,4882018Revenue 2019: $27,548Expenses 2019: $111,283Net Income 2019: -$83,7352019Revenue 2020: $51,096Expenses 2020: $97,980Net Income 2020: -$46,8842020Revenue 2021: $62,205Expenses 2021: $78,880Net Income 2021: -$16,6752021Revenue 2022: $19,465Expenses 2022: $98,022Net Income 2022: -$78,5572022Revenue 2023: -$8,348Expenses 2023: $102,058Net Income 2023: -$110,4062023

Highlighted filing

2023

Revenue-$8,348
Expenses$102,058
Net Income-$110,406

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 17, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL G EVERETHChairman-$0--
DENNIS PERRAULTTreasurer-$0--
MARY KN HEININGERDirector-$0--
ELIZABETH P PIERCEDirector-$0--
JOHN PATERSON JRDirector-$0--
DAVID L PATERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Paterson Family Private Foundation
EIN
20-5417463
Phone
8024764057
Address
171 WESTVIEW MEADOWS RD, MONTPELIER, VT 05602

Signing Officer

Name
Michael G Evereth
Title
President
Phone
8024764057
Signed
2023-05-17

Preparer

Firm
Salvador and Babic PC
Address
PO Box 593, Barre, VT 05641
Preparer
Dennis N Perrault CPA
Phone
8024768673
Raw XML Appendix364 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/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt098417
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt098417
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL EVERETH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06400 SHERIDAN DR 206
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014221
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07175653310
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Contributions to other 501(c)(3) organizations with emphasis on local organizations, especially those foster- ing reading, writing & the arts by children and young adults.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt097937
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KATHERINE W PATERSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08024764057
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0171 WESTVIEW MEADOWS RD APT 10
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MONTPELIER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd005602
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants & contributions are generally directed to those organizations promoting literacy or participation in the arts by young adults & children.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt082937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROMOTION OFCHILDRENS' LITERACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT FOR ORGS THATEMPOWER WAR-AFFECTED YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDES BENEFICIAL PROGRAMMING FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NAT'L CHILDREN'S BOOK & LITERARY ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BLOSSOM HILL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HARBOR LIGHTS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0190 BAKERVILLE RD SO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22505 BLACK ROCK TPKE 2ND FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DARTMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW CANAAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FAIRFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206825
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097937
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt095376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt075258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt095509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0107759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt095170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01734
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt093436
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0472319
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt098417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt095376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt075258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt095509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0107759
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098417
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01734
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0565755
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0469072
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt096683
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0223
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JANNEY LLC INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0223
TaxesSchedule/TaxesDetail/Amt0234
TaxesSchedule/TaxesDetail/CategoryTxt02021 SEC 4940 TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0234
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL G EVERETH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08024764057
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PATERSON FAMILY PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATE
ReturnHeader/Filer/EIN0205417463
ReturnHeader/Filer/PhoneNum08024764057
ReturnHeader/Filer/USAddress/AddressLine1Txt0171 WESTVIEW MEADOWS RD
ReturnHeader/Filer/USAddress/CityNm0MONTPELIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030275888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Salvador and Babic PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 593
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Barre
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005641
ReturnHeader/PreparerPersonGrp/PhoneNum08024768673
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis N Perrault CPA
ReturnHeader/ReturnTs02023-07-09T18:19:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EVERETH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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