Civic Intelligence

Nicholas Patterson Perpetual Fund

990PF • Fiscal year 2024 • EIN 22-2806714

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 30, 2025

167 Windsor AvenueBuffalo, NY 14209

(716) 310-3726

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-44%

Higher net margin than 13% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

7th percentile

-68%

Faster asset growth than 7% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2473%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,022

Down $6,402 (-68%) from 2023

Net Assets

$3,022

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$14,540

Up $13,975 (+2473%) from 2023

Expenses

Up

$20,942

Up $14,568 (+229%) from 2023

Net Income

Down

-$6,402

Down $593 (-10%) from 2023

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $369,579Liabilities 2011: $0Net Assets 2011: $369,5792011Assets 2012: $355,779Liabilities 2012: $0Net Assets 2012: $355,7792012Assets 2013: $342,714Liabilities 2013: $0Net Assets 2013: $342,7142013Assets 2014: $319,990Liabilities 2014: $0Net Assets 2014: $319,9902014Assets 2015: $279,186Liabilities 2015: $0Net Assets 2015: $279,1862015Assets 2016: $214,701Liabilities 2016: $0Net Assets 2016: $214,7012016Assets 2017: $166,852Liabilities 2017: $0Net Assets 2017: $166,8522017Assets 2018: $122,811Liabilities 2018: $0Net Assets 2018: $122,8112018Assets 2019: $94,824Liabilities 2019: $12019Assets 2020: $51,780Liabilities 2020: $0Net Assets 2020: $51,7802020Assets 2021: $34,622Liabilities 2021: $0Net Assets 2021: $34,6222021Assets 2022: $15,233Liabilities 2022: $0Net Assets 2022: $15,2332022Assets 2023: $9,424Liabilities 2023: $12023Assets 2024: $3,022Liabilities 2024: $0Net Assets 2024: $3,0222024

Highlighted filing

2024

Assets$3,022
Liabilities$0
Net Assets$3,022

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2011: $36,9842011Expenses 2012: $32,5442012Revenue 2013: $17,674Expenses 2013: $30,709Net Income 2013: -$13,0352013Revenue 2014: $15,260Expenses 2014: $37,984Net Income 2014: -$22,7242014Revenue 2015: $16,508Expenses 2015: $57,312Net Income 2015: -$40,8042015Revenue 2016: $9,461Expenses 2016: $73,946Net Income 2016: -$64,4852016Revenue 2017: $19,699Expenses 2017: $67,548Net Income 2017: -$47,8492017Revenue 2018: $34,977Expenses 2018: $79,018Net Income 2018: -$44,0412018Revenue 2019: $27,250Expenses 2019: $57,237Net Income 2019: -$29,9872019Revenue 2020: $16,677Expenses 2020: $59,721Net Income 2020: -$43,0442020Revenue 2021: $38,937Expenses 2021: $56,095Net Income 2021: -$17,1582021Revenue 2022: $25,724Expenses 2022: $45,113Net Income 2022: -$19,3892022Revenue 2023: $565Expenses 2023: $6,374Net Income 2023: -$5,8092023Revenue 2024: $14,540Expenses 2024: $20,942Net Income 2024: -$6,4022024

Highlighted filing

2024

Revenue$14,540
Expenses$20,942
Net Income-$6,402
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK B COHENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nicholas Patterson Perpetual Fund
EIN
22-2806714
Phone
7163103726
Address
167 WINDSOR AVENUE, BUFFALO, NY 14209

Signing Officer

Name
Frederick Cohen
Title
Trustee
Phone
7163103726
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Tronconi Segarra & Associates Llp
Address
8321 MAIN STREET, WILLIAMSVILLE, NY 14221
Preparer
Adam P Ohar CPA
Phone
7166331373
Raw XML Appendix272 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/DistributableAmountGrp/MinimumInvestmentReturnAmt0724
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07163103726
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NICHOLAS PATTERSON PERPETUAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0NICH
ReturnHeader/Filer/EIN0222806714
ReturnHeader/Filer/PhoneNum07163103726
ReturnHeader/Filer/USAddress/AddressLine1Txt0167 WINDSOR AVENUE
ReturnHeader/Filer/USAddress/CityNm0BUFFALO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043728817
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRONCONI SEGARRA & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08321 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07166331373
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM P OHAR CPA
ReturnHeader/ReturnTs02025-04-30T11:47:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.15$0.21$0.06
2023Summary only. Only limited summary data is available for this year.$0.09$0.00$0.01$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.26$0.45$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.39$0.56$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.17$0.60$0.43
2019Summary only. Only limited summary data is available for this year.$0.95$0.00$0.27$0.57$0.30
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.35$0.79$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.20$0.68$0.48
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.09$0.74$0.64
2015Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.17$0.57$0.41
2014Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.15$0.38$0.23
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.18$0.31$0.13
2012Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.33
2011Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.37